Form 4: Zeta Global President Transfers Shares to Trust

Zeta Global President Steven H. Gerber transferred over 684,000 Class A Common Stock shares to a trust for estate and tax planning.

Summary

• Steven H. Gerber, President of Zeta Global Holdings Corp., reported a transaction involving Class A Common Stock.
• On November 14, 2025, Gerber transferred 684,803 shares of Class A Common Stock.
• The transaction was a gift (transaction code 'G') with a price of $0 per share.
• The shares were transferred to a trust managed by an independent trustee.
• The purpose of the trust is for estate and tax planning, and to satisfy tax withholding obligations arising from the vesting of certain restricted stock awards.
• Following this transaction, Gerber indirectly beneficially owns 878,451 shares through the Evergreen Revocable Trust.
• The transaction was made pursuant to a Rule 10b5-1(c) plan.

Sentiment

Score: 5

Explanation: Neutral. This is a routine insider transaction for personal estate planning, not indicative of company performance or significant strategic shifts.

Positives

• The filing demonstrates transparency regarding an executive's planned stock transfer, which is a standard practice for personal estate and tax planning.
• The transaction is pre-planned under a Rule 10b5-1 plan, indicating a structured and compliant approach to managing personal holdings.

Negatives

• No direct negatives for the company's operations or financial health are indicated by this personal transaction.

Future Outlook

The filing does not contain any forward-looking statements or guidance regarding the company's future financial performance or strategic direction, as it pertains to a personal transaction of an executive.

Management Comments

• The transfer represents a move to a trust managed by an independent trustee, established 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.

Industry Context

This is a routine insider transaction filing, common across industries for executives managing personal wealth and estate planning. It does not reflect on broader industry trends or competitive positioning.

Comparison to Industry Standards

• This Form 4 details a personal estate planning transaction by an executive, which is a common and standard practice for high-net-worth individuals across all industries.
• It is not directly comparable to operational or financial results of other companies or projects.

Related Party Transactions

• The transfer of shares to a trust established for the benefit of the reporting person (Steven H. Gerber) is a related party dealing, disclosed as part of standard insider reporting requirements.

Stakeholder Impact

• Shareholders may note the executive's personal financial planning, but this transaction is unlikely to have a direct material impact on the company's operations, financial performance, or share price.
• Employees, customers, suppliers, and creditors are not directly impacted by this personal stock transfer.

Next Steps

• The transfer of 684,803 shares of Class A Common Stock to the Evergreen Revocable Trust is scheduled to occur on November 14, 2025.

Key Dates

Keywords

Zeta Global, ZETA, Form 4, insider transaction, stock transfer, estate planning, Steven H. Gerber, beneficial ownership, Rule 10b5-1