Joseph Christopher Hays - 02 Aug 2023 Form 4 Insider Report for ZoomInfo Technologies Inc. (ZI)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
04 Aug 2023, 16:13:50 UTC
Prior SEC filing
05 Jul 2023
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Ashley McGrane, as Attorney-in-Fact

Key filing fact

Joseph Christopher Hays filed Form 4 for ZoomInfo Technologies Inc. (ZI) on 04 Aug 2023.

Key facts

  • This page summarizes Joseph Christopher Hays's Form 4 filing for ZoomInfo Technologies Inc. (ZI).
  • 5 reported transactions and 2 derivative rows are listed below.
  • Accepted by SEC: 04 Aug 2023, 16:13.

Change

  • Previous filing in this sequence was filed on 05 Jul 2023.
  • Current net transaction value: -$36,799.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

ZI transaction

Common Stock

Options Exercise

Transaction value
Shares
+469
Change %
+0.08%
Price
Shares after
561,310
Date
02 Aug 2023
Ownership
Direct
Footnotes
F1
ZI transaction

Common Stock

Options Exercise

Transaction value
Shares
+4,464
Change %
+0.8%
Price
Shares after
565,774
Date
02 Aug 2023
Ownership
Direct
Footnotes
F1
ZI transaction

Common Stock

Tax liability

Transaction value
$36,799
Shares
-1,971
Change %
-0.35%
Price
$18.67
Shares after
563,803
Date
02 Aug 2023
Ownership
Direct
Footnotes
F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

ZI transaction Derivative

HSKB Phantom Units

Options Exercise

Transaction value
$0
Shares
-469
Change %
-100%
Price
$0.000000*
Shares after
0
Date
02 Aug 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
469
Exercise price
Footnotes
F1, F3
ZI transaction Derivative

HSKB Phantom Units

Options Exercise

Transaction value
$0
Shares
-4,464
Change %
-25%
Price
$0.000000
Shares after
13,394
Date
02 Aug 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4,464
Exercise price
Footnotes
F1, F4
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis.

Footnote F2

Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the HSKB Phantom Units reported herein.

Footnote F3

Reflects an original amount of 22,500 HSKB Phantom Units of which 50% vested on July 1, 2021 and with the remaining HSKB Phantom Units vesting in equal monthly installments over the two year period following July 1, 2021, in each case, subject to a continued service relationship through such vesting dates, subject to potential accelerated vesting upon certain change in control events and other vesting conditions.

Footnote F4

The Reporting Person received an original grant of 17,858 HSKB Phantom units, which vests in equal quarterly installments during the 12 months following April 1, 2023.

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