[144] ZoomInfo Technologies Inc SEC Filing

Rhea-AI Filing Summary

ZoomInfo Technologies Inc (ZI) Form 144 notice: A holder intends to sell 453 common shares, with an aggregate market value of $4,937.70, through Morgan Stanley Smith Barney on 09/02/2025 via NASDAQ. The shares were acquired as Restricted Stock Units from the issuer on 01/01/2025 and payment was recorded on the same date. The filer also reports multiple 10b5-1 plan sales by Ashley McGrane in the past three months totaling 7,827 shares and gross proceeds of $77,832.63 across sales dated 06/03/2025, 07/01/2025, 07/02/2025, and 08/01/2025. The notice includes the seller’s representation that they are not aware of undisclosed material adverse information and references reliance on Rule 10b5-1 where applicable.

Positive

• Clear documentation of acquisition method (Restricted Stock Units) and matching acquisition and payment dates
• Prior 10b5-1 sales disclosed, indicating planned, rule-compliant insider selling rather than opportunistic transactions
• Broker and exchange identified (Morgan Stanley Smith Barney; NASDAQ), aiding transparency

Negative

• Small insider sale could still be interpreted by some investors as liquidity need despite being routine
• Filing lacks issuer context such as total insider holdings or percentage of beneficial ownership to assess materiality

Insights

Securities Analyst

TL;DR: Insiders disposing of newly vested RSUs via a broker and prior 10b5-1 sales; transaction size is immaterial to market cap.

The filing shows a proposed sale of 453 common shares acquired as restricted stock units on 01/01/2025, to be executed on 09/02/2025 through Morgan Stanley Smith Barney on NASDAQ. Recent 10b5-1 sales by Ashley McGrane total 7,827 shares for approximately $77.8k over three months, indicating systematic plan-based selling rather than ad-hoc liquidation. For investors, these are routine insider liquidity events tied to compensation vesting and pre-established trading plans; there is no disclosure here of material adverse information or any indication of distress. The absolute sizes disclosed are small relative to typical public float levels and do not imply significant dilution or market impact.

Corporate Governance Expert

TL;DR: Filing documents compliance with Rule 144 and 10b5-1 mechanics; procedural disclosure appears adequate.

The notice details the acquisition origin (issuer-granted RSUs) and affirms the seller’s attestation regarding material non-public information, consistent with Form 144 requirements. The inclusion of prior 10b5-1 sales and broker details supports transparency about insider dispositions. There is no evidence in this filing of unreported related-party transactions, unusual consideration, or deviations from standard disclosure practices. Absent additional context, this is a routine governance disclosure of insider share sales.

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	453	4937.70	318630783	09/02/2025	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	01/01/2025	Restricted Stock Units	Issuer			453	01/01/2025	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 ASHLEY MCGRANE 330 W Columbia Way, Floor 8 Vancouver WA 98660	COMMON	08/01/2025	4617	47719.34
10b5-1 Sales for ASHLEY MCGRANE 330 W Columbia Way, Floor 8 Vancouver WA 98660	COMMON	07/02/2025	1398	14048.92
10b5-1 Sales for ASHLEY MCGRANE 330 W Columbia Way, Floor 8 Vancouver WA 98660	COMMON	07/01/2025	1240	12509.62
10b5-1 Sales for ASHLEY MCGRANE 330 W Columbia Way, Floor 8 Vancouver WA 98660	COMMON	06/03/2025	572	5554.75

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 is being sold in the ZoomInfo (ZI) Form 144 filing?

The filing reports a proposed sale of 453 common shares of ZoomInfo, acquired as Restricted Stock Units.

When and where will the ZI shares be sold?

The shares are scheduled for sale on 09/02/2025 through Morgan Stanley Smith Barney on NASDAQ.

Who previously sold shares under a 10b5-1 plan and how much was sold?

Ashley McGrane executed 10b5-1 sales totaling 7,827 shares in the past three months, generating approximately $77,832.63 in gross proceeds.

How were the shares being sold acquired?

The 453 shares were acquired from the issuer as Restricted Stock Units on 01/01/2025.

Does the filing indicate any undisclosed material information about ZoomInfo?

No; the signer represents they do not know any material adverse information that has not been publicly disclosed.