James M. Roth - 01 Jul 2025 Form 4 Insider Report for ZoomInfo Technologies Inc. (ZI)

Role
Chief Revenue Officer
Signature
/s/ Ashley McGrane, as Attorney-in-Fact
Issuer symbol
ZI
Transactions as of
01 Jul 2025
Net transactions value
-$447,049
Form type
4
Filing time
02 Jul 2025, 17:14:46 UTC
Previous filing
09 Jun 2025
Next filing
03 Sep 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Roth James M Chief Revenue Officer C/O ZOOMINFO TECHNOLOGIES INC.,, 805 BROADWAY STREET, SUITE 900, VANCOUVER /s/ Ashley McGrane, as Attorney-in-Fact 02 Jul 2025 0002057761

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction GTM Common Stock Options Exercise +1,890 +7.2% 27,993 01 Jul 2025 Direct F1
transaction GTM Common Stock Options Exercise +4,464 +16% 32,457 01 Jul 2025 Direct F1
transaction GTM Common Stock Options Exercise +30,638 +94% 63,095 01 Jul 2025 Direct F1
transaction GTM Common Stock Options Exercise +22,059 +35% 85,154 01 Jul 2025 Direct F1
transaction GTM Common Stock Tax liability $298,580 -29,504 -35% $10.12 55,650 01 Jul 2025 Direct F2
transaction GTM Common Stock Sale $148,469 -14,773 -27% $10.05 40,877 02 Jul 2025 Direct F3, F4

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction GTM Restricted Stock Units Options Exercise $0 -1,890 -100% $0.000000 0 01 Jul 2025 Common Stock 1,890 Direct F1, F5
transaction GTM Restricted Stock Units Options Exercise $0 -4,464 -12% $0.000000 31,251 01 Jul 2025 Common Stock 4,464 Direct F1, F6
transaction GTM Restricted Stock Units Options Exercise $0 -30,638 -17% $0.000000 153,193 01 Jul 2025 Common Stock 30,638 Direct F1, F7
transaction GTM Restricted Stock Units Options Exercise $0 -22,059 -13% $0.000000 154,412 01 Jul 2025 Common Stock 22,059 Direct F1, F8
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

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).

Explanation of Responses:

Id Content
F1 Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.
F2 Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein.
F3 The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan.
F4 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $9.90 to $10.16, 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.
F5 The Reporting Person received an original grant of restricted stock units on July 1, 2022, which vest in equal quarterly installments during the 6 months following January 1, 2025.
F6 The Reporting Person received an original grant of restricted stock units on March 23, 2023, which vest in equal quarterly installments during the 27 months following January 1, 2025.
F7 The Reporting Person received an original grant of restricted stock units on October 25, 2023, which vest in equal quarterly installments during the 21 months following January 1, 2025.
F8 The Reporting Person received an original grant of restricted stock units on March 26, 2024, which vest in equal quarterly installments during the 27 months following January 1, 2025.