Form 4: Zeta Global CFO Transfers Shares to Trust for Estate Planning

Christopher E. Greiner, CFO of Zeta Global Holdings Corp., transferred 1,061,853 shares of Class A Common Stock to a trust for estate and tax planning purposes on May 9, 2025.

Summary

• On May 9, 2025, Christopher E. Greiner, the Chief Financial Officer of Zeta Global Holdings Corp., filed a Form 4 indicating a change in beneficial ownership.
• Greiner transferred 1,061,853 shares of Class A Common Stock to a trust.
• This transfer was made for trust, estate, and tax planning purposes.
• The trust will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards.
• Following the transaction, Greiner directly owns 1,291,684 shares of Class A Common Stock.

Sentiment

Score: 6

Explanation: The sentiment is neutral as the filing represents a standard transaction for estate planning purposes and doesn't inherently indicate positive or negative news about the company's performance.

Positives

• The transfer to a trust is a common estate and tax planning strategy, which can be seen as a prudent financial management practice by the CFO.

Industry Context

Form 4 filings are routine disclosures required by the SEC when insiders, such as officers and directors, make transactions in their company's stock. This filing indicates a transfer of shares for personal financial planning rather than a market transaction.

Stakeholder Impact

• The transfer of shares to a trust is unlikely to have a direct impact on shareholders, employees, customers, suppliers, or creditors.

Key Dates

Keywords

Zeta Global, Christopher Greiner, CFO, Form 4, Beneficial Ownership, Class A Common Stock, Trust, Estate Planning, Tax Planning