STOCK TITAN

[Form 4] ZoomInfo Technologies Inc Insider Trading Activity

Filing Impact
(Neutral)
Filing Sentiment
(Negative)
Form Type
4
Rhea-AI Filing Summary

ZoomInfo Technologies insider activity: This Form 4 reports transactions by James M. Roth, the company's Chief Revenue Officer. Multiple restricted stock units (RSUs) vested on or about September 1, 2025, representing 623, 387, 344 and 11,765 units that converted into common stock. The reporting person had shares withheld to cover taxes for 6,540 shares related to vesting. Pursuant to a Rule 10b5-1 trading plan, 3,288 shares were sold on September 3, 2025, at a weighted average price of $10.259 per share. Following these transactions the reporting person beneficially owned 44,168 shares.

Movimenti degli insider di ZoomInfo Technologies: Questo Modulo 4 segnala operazioni effettuate da James M. Roth, Chief Revenue Officer della società. Più unità di azioni ristrette (RSU) sono maturate intorno al 1° settembre 2025, corrispondenti a 623, 387, 344 e 11.765 unità che sono state convertite in azioni ordinarie. La persona che ha presentato la comunicazione ha ceduto azioni per coprire le imposte per 6.540 azioni relative alla maturazione. In base a un piano di negoziazione ai sensi della Regola 10b5-1, 3.288 azioni sono state vendute il 3 settembre 2025 a un prezzo medio ponderato di $10,259 per azione. A seguito di queste operazioni, la persona che ha presentato la comunicazione deteneva beneficiariamente 44.168 azioni.

Actividad de insiders de ZoomInfo Technologies: Este Formulario 4 informa transacciones realizadas por James M. Roth, el Director de Ingresos de la compañía. Varias unidades restringidas de acciones (RSU) se consolidaron alrededor del 1 de septiembre de 2025, correspondientes a 623, 387, 344 y 11.765 unidades que se convirtieron en acciones ordinarias. La persona informante retuvo acciones para cubrir impuestos por 6.540 acciones relacionadas con la consolidación. Conforme a un plan de negociación bajo la Regla 10b5-1, se vendieron 3.288 acciones el 3 de septiembre de 2025 a un precio promedio ponderado de $10.259 por acción. Tras estas operaciones, la persona informante poseía beneficiariamente 44.168 acciones.

ZoomInfo Technologies 내부자 거래 동향: 본 Form 4는 회사의 최고수익책임자(CRO)인 James M. Roth의 거래를 보고합니다. 여러 제한부 주식 단위(RSU)가 2025년 9월 1일경에 가속되어 각각 623, 387, 344 및 11,765 단위가 보통주로 전환되었습니다. 보고인은 성과에 따른 과세를 충당하기 위해 6,540주를 원천징수했습니다. Rule 10b5-1 거래계획에 따라 2025년 9월 3일에 3,288주를 주당 가중평균 가격 $10.259에 매도했습니다. 이러한 거래 후 보고인은 실질적으로 44,168주를 보유하고 있었습니다.

Activité des initiés de ZoomInfo Technologies : Ce formulaire 4 rapporte des transactions effectuées par James M. Roth, le Chief Revenue Officer de la société. Plusieurs unités d'actions restreintes (RSU) ont acquis le droit d'être levées aux alentours du 1er septembre 2025, correspondant à 623, 387, 344 et 11 765 unités qui ont été converties en actions ordinaires. La personne déclarant a fait retenir des actions pour couvrir les impôts sur 6 540 actions liées à la levée. Conformément à un plan de trading en vertu de la règle 10b5-1, 3 288 actions ont été vendues le 3 septembre 2025 à un prix moyen pondéré de 10,259 $ par action. À la suite de ces opérations, la personne déclarant détenait à titre bénéficiaire 44 168 actions.

Insider-Aktivitäten bei ZoomInfo Technologies: Dieses Formular 4 meldet Transaktionen von James M. Roth, dem Chief Revenue Officer des Unternehmens. Mehrere Restricted Stock Units (RSUs) sind um den 1. September 2025 herum fällig geworden und umgewandelt in Stammaktien in den Stückzahlen 623, 387, 344 und 11.765. Die meldende Person hat Aktien einbehalten, um Steuern für 6.540 Aktien im Zusammenhang mit der Vesting abzudecken. Gemäß einem Handelsplan nach Regel 10b5-1 wurden am 3. September 2025 insgesamt 3.288 Aktien zu einem gewichteten Durchschnittspreis von $10,259 pro Aktie verkauft. Nach diesen Transaktionen besaß die meldende Person wirtschaftlich 44.168 Aktien.

Positive
  • Transactions executed under a Rule 10b5-1 plan, indicating preplanned sale rather than opportunistic timing
  • Clear disclosure of RSU vesting and tax-withheld shares, enabling precise tracking of insider holdings
Negative
  • Reporting person's beneficial ownership decreased materially from 53,996 to 44,168 shares
  • Reported sale price ($10.259 weighted average) may be below recent higher reference prices (if comparing externally), but no such comparison is in this filing

Insights

TL;DR: Officer vested multiple RSUs and executed a preplanned sale under a 10b5-1 plan, with tax withholding reducing net shares.

The filing documents routine equity compensation vesting and a Rule 10b5-1 sale by the Chief Revenue Officer. The conversion of RSUs into shares and subsequent tax-withholding are standard. The 10b5-1 sale indicates the disposition was executed under a pre-established plan, which typically reduces concerns about opportunistic insider timing. The net beneficial ownership decreased from 53,996 to 44,168 shares after the reported activity.

TL;DR: Material share change is moderate; sale size and price are explicit and consistent with compensation monetization.

The report quantifies the RSU vesting and a small-volume sale at a weighted average of $10.259. The 3,288-share sale represents a partial monetization of vested equity rather than a large, unplanned divestiture. Withheld shares for taxes (6,540) and the resulting ownership level (44,168) are clearly stated, allowing straightforward calculation of dilution and insider selling activity for investor models.

Movimenti degli insider di ZoomInfo Technologies: Questo Modulo 4 segnala operazioni effettuate da James M. Roth, Chief Revenue Officer della società. Più unità di azioni ristrette (RSU) sono maturate intorno al 1° settembre 2025, corrispondenti a 623, 387, 344 e 11.765 unità che sono state convertite in azioni ordinarie. La persona che ha presentato la comunicazione ha ceduto azioni per coprire le imposte per 6.540 azioni relative alla maturazione. In base a un piano di negoziazione ai sensi della Regola 10b5-1, 3.288 azioni sono state vendute il 3 settembre 2025 a un prezzo medio ponderato di $10,259 per azione. A seguito di queste operazioni, la persona che ha presentato la comunicazione deteneva beneficiariamente 44.168 azioni.

Actividad de insiders de ZoomInfo Technologies: Este Formulario 4 informa transacciones realizadas por James M. Roth, el Director de Ingresos de la compañía. Varias unidades restringidas de acciones (RSU) se consolidaron alrededor del 1 de septiembre de 2025, correspondientes a 623, 387, 344 y 11.765 unidades que se convirtieron en acciones ordinarias. La persona informante retuvo acciones para cubrir impuestos por 6.540 acciones relacionadas con la consolidación. Conforme a un plan de negociación bajo la Regla 10b5-1, se vendieron 3.288 acciones el 3 de septiembre de 2025 a un precio promedio ponderado de $10.259 por acción. Tras estas operaciones, la persona informante poseía beneficiariamente 44.168 acciones.

ZoomInfo Technologies 내부자 거래 동향: 본 Form 4는 회사의 최고수익책임자(CRO)인 James M. Roth의 거래를 보고합니다. 여러 제한부 주식 단위(RSU)가 2025년 9월 1일경에 가속되어 각각 623, 387, 344 및 11,765 단위가 보통주로 전환되었습니다. 보고인은 성과에 따른 과세를 충당하기 위해 6,540주를 원천징수했습니다. Rule 10b5-1 거래계획에 따라 2025년 9월 3일에 3,288주를 주당 가중평균 가격 $10.259에 매도했습니다. 이러한 거래 후 보고인은 실질적으로 44,168주를 보유하고 있었습니다.

Activité des initiés de ZoomInfo Technologies : Ce formulaire 4 rapporte des transactions effectuées par James M. Roth, le Chief Revenue Officer de la société. Plusieurs unités d'actions restreintes (RSU) ont acquis le droit d'être levées aux alentours du 1er septembre 2025, correspondant à 623, 387, 344 et 11 765 unités qui ont été converties en actions ordinaires. La personne déclarant a fait retenir des actions pour couvrir les impôts sur 6 540 actions liées à la levée. Conformément à un plan de trading en vertu de la règle 10b5-1, 3 288 actions ont été vendues le 3 septembre 2025 à un prix moyen pondéré de 10,259 $ par action. À la suite de ces opérations, la personne déclarant détenait à titre bénéficiaire 44 168 actions.

Insider-Aktivitäten bei ZoomInfo Technologies: Dieses Formular 4 meldet Transaktionen von James M. Roth, dem Chief Revenue Officer des Unternehmens. Mehrere Restricted Stock Units (RSUs) sind um den 1. September 2025 herum fällig geworden und umgewandelt in Stammaktien in den Stückzahlen 623, 387, 344 und 11.765. Die meldende Person hat Aktien einbehalten, um Steuern für 6.540 Aktien im Zusammenhang mit der Vesting abzudecken. Gemäß einem Handelsplan nach Regel 10b5-1 wurden am 3. September 2025 insgesamt 3.288 Aktien zu einem gewichteten Durchschnittspreis von $10,259 pro Aktie verkauft. Nach diesen Transaktionen besaß die meldende Person wirtschaftlich 44.168 Aktien.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
X
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Roth James M

(Last) (First) (Middle)
C/O ZOOMINFO TECHNOLOGIES INC.,
330 W COLUMBIA WAY, FLOOR 8

(Street)
VANCOUVER WA 98660

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
ZoomInfo Technologies Inc. [ GTM ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Revenue Officer
3. Date of Earliest Transaction (Month/Day/Year)
09/01/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 09/01/2025 M(1) 623 A (1) 41,500 D
Common Stock 09/01/2025 M(1) 387 A (1) 41,887 D
Common Stock 09/01/2025 M(1) 344 A (1) 42,231 D
Common Stock 09/01/2025 M(1) 11,765 A (1) 53,996 D
Common Stock 09/01/2025 F(2) 6,540 D $10.9 47,456 D
Common Stock 09/03/2025 S(3) 3,288 D $10.259(4) 44,168 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Restricted Stock Units (1) 09/01/2025 M(1) 623 (5) (5) Common Stock 623 $0 623 D
Restricted Stock Units (1) 09/01/2025 M(1) 387 (6) (6) Common Stock 387 $0 1,161 D
Restricted Stock Units (1) 09/01/2025 M(1) 344 (7) (7) Common Stock 344 $0 1,377 D
Restricted Stock Units (1) 09/01/2025 M(1) 11,765 (8) (8) Common Stock 11,765 $0 0 D
Explanation of Responses:
1. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.
2. Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein.
3. The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan.
4. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $10.15 to $10.38, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
5. The Reporting Person received an original grant of restricted stock units on December 1, 2022, which vest in equal quarterly installments during the 12 months following December 1, 2024.
6. The Reporting Person received an original grant of restricted stock units on June 1, 2022, which vest in equal quarterly installments during the 18 months following December 1, 2024.
7. The Reporting Person received an original grant of restricted stock units on September 1, 2022, which vest in equal quarterly installments during the 21 months following December 1, 2024.
8. The Reporting Person received an original grant of restricted stock units on August 26, 2024, which vest as follows: (a) 50% on March 1, 2025; and (b) 50% on September 1, 2025.
Remarks:
/s/ Meredith Weisshaar, as Attorney-in-Fact 09/03/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did ZoomInfo (ZI) insider James M. Roth do according to this Form 4?

The Chief Revenue Officer had multiple RSUs vest on 09/01/2025, had 6,540 shares withheld for taxes, and sold 3,288 shares on 09/03/2025 under a Rule 10b5-1 plan at a weighted average price of $10.259.

How many shares does the reporting person beneficially own after these transactions?

Following the reported transactions the reporting person beneficially owned 44,168 shares.

Were the sales preplanned or discretionary?

The Form 4 states the sale was effected pursuant to a Rule 10b5-1 trading plan, indicating it was preplanned.

Why were shares withheld and how many were withheld for taxes?

Shares were withheld to cover the reporting person's tax liability related to RSU vesting; 6,540 shares were withheld as reported.

What was the weighted average sale price for the shares sold?

The weighted average price reported for the 3,288 shares sold was $10.259, with individual execution prices ranging from $10.15 to $10.38.
Zoominfo Technologies Inc.

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