Key facts
- This page summarizes James M. Roth's Form 4 filing for ZoomInfo Technologies Inc. (GTM).
- 12 reported transactions and 5 derivative rows are listed below.
- Accepted by SEC: 06 Jul 2026, 16:10.
Key filing fact
Ownership activity is grounded in SEC Form 4 disclosures.
Shares, units, or other non-derivative securities reported in this filing.
Options Exercise
Options Exercise
Options Exercise
Options Exercise
Options Exercise
Tax liability
Sale
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
Options Exercise
Options Exercise
Options Exercise
Options Exercise
Options Exercise
Additional SEC filing notes
Rule 10b5-1 trading plan
These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.
Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).
Footnote F1
Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.
Footnote F2
Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the restricted stock units reported herein.
Footnote F3
The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan.
Footnote F4
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $2.91 to $3.03, 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.
Footnote F5
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.
Footnote F6
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.
Footnote F7
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.
Footnote F8
The Reporting Person received an original grant of restricted stock units on May 15, 2025, which vests as follows: (a) 33% on April 1, 2026; and (b) the remainder of the award in equal quarterly installments during the 24 months following April 1, 2026.
Footnote F9
The Reporting Person received an original grant of restricted stock units on May 29, 2026, which vests in equal quarterly installments during the 24 months following April 1, 2026.