[144] ZoomInfo Technologies Inc SEC Filing

Rhea-AI Filing Summary

Form 144 notice filed relating to ZoomInfo Technologies Inc (ticker ZI). The filer notifies a proposed sale of 3,288 common shares (restricted stock units) acquired on 09/01/2025, with an aggregate market value of $33,833.52. The shares are to be sold through Morgan Stanley Smith Barney LLC on NASDAQ with an approximate sale date of 09/03/2025. The filing states the securities were granted by the issuer and paid (if applicable) on 09/01/2025. The notice also discloses prior 10b5-1 sales by James M. Roth of 14,773 shares on 07/02/2025 for $148,468.65 and 18,408 shares on 06/05/2025 for $184,398.72. The filer certifies no undisclosed material adverse information.

Positive

• Full disclosure of transaction details including acquisition date, nature (RSUs), broker, and aggregate value
• Prior 10b5-1 sales disclosed, indicating planned, rule-compliant trading activity rather than ad-hoc sales

Negative

• No material negatives explicitly stated in the filing; the document contains no indications of undisclosed adverse information

Insights

Securities Analyst

TL;DR: Insider plans to sell newly vested RSUs (3,288 shares) via brokered transaction; prior 10b5-1 sales occurred in June and July.

The notice documents a routine insider sale of vested restricted stock units totaling 3,288 shares valued at $33,833.52, to be executed through Morgan Stanley on NASDAQ. The filer discloses prior systematic 10b5-1 plan sales by James M. Roth: 18,408 shares on 06/05/2025 and 14,773 shares on 07/02/2025, producing proceeds of $184,398.72 and $148,468.65 respectively. From a market-impact perspective, the current sale size is modest relative to the reported outstanding share count and appears administrative (vesting) rather than a cash purchase liquidation.

Compliance/Risk Analyst

TL;DR: Filing appears compliant with Rule 144 disclosure; signature representation affirms no undisclosed material information.

The Form 144 provides required details: acquisition date, nature of acquisition (RSUs), broker, planned sale date, and aggregate market value. It also lists recent sales under a 10b5-1 plan, which supports an orderly trading history. The filer includes the standard attestation regarding material non-public information and highlights the crime-of-fraud warning. There are no disclosed anomalies in transaction timing or payment terms in this notice.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
COMMON	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	3288	33833.52	318630783	09/03/2025	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	09/01/2025	Restricted Stock Units	Issuer			3288	09/01/2025	N/A

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
10b5-1 Sales for JAMES M ROTH 330 W Columbia Way, Floor 8 Vancouver WA 98660	COMMON	07/02/2025	14773	148468.65
10b5-1 Sales for JAMES M ROTH 330 W Columbia Way, Floor 8 Vancouver WA 98660	COMMON	06/05/2025	18408	184398.72

144: Remarks and Signature

Remarks

Date of Notice

Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does the Form 144 for ZI disclose about the proposed sale?

The filing discloses a proposed sale of 3,288 common shares (RSUs) acquired on 09/01/2025, with aggregate market value of $33,833.52, to be sold via Morgan Stanley on 09/03/2025.

Who is the broker handling the sale in the ZI Form 144?

The broker listed is Morgan Stanley Smith Barney LLC, New York, NY.

Were there recent insider sales by the same account?

Yes. The filing reports 10b5-1 sales by James M. Roth of 18,408 shares on 06/05/2025 for $184,398.72 and 14,773 shares on 07/02/2025 for $148,468.65.

What type of acquisition created the shares being sold?

The shares were acquired as Restricted Stock Units (RSUs) from the issuer on 09/01/2025.

Does the filer assert possession of any undisclosed material information?

By signing the notice, the filer represents they do not know any undisclosed material adverse information about the issuer.

On which exchange will the shares be sold?

The approximate sale is planned on NASDAQ.