Form 4: ZoomInfo CFO O'Brien Reports Equity Vesting & Tax Withholding

ZoomInfo Technologies Inc. CFO Michael Graham O'Brien reported the vesting of HSKB Phantom Units and Restricted Stock Units, alongside associated tax withholdings, on November 1, 2025.

Summary

• Michael Graham O'Brien, CFO of ZoomInfo Technologies Inc. (GTM), reported transactions on November 1, 2025.
• 1,541 HSKB Phantom Units vested and settled into an equal number of Common Stock shares.
• 3,469 Restricted Stock Units (RSUs) vested and settled into an equal number of Common Stock shares.
• 527 shares of Common Stock were disposed of to cover tax liabilities related to the HSKB Phantom Unit vesting, at a price of $11.22 per share.
• 1,185 shares of Common Stock were disposed of to cover tax liabilities related to the RSU vesting, also at a price of $11.22 per share.
• Following these transactions, Mr. O'Brien beneficially owns 79,516 shares of Common Stock directly.
• Mr. O'Brien also holds 6,167 HSKB Phantom Units and 27,750 Restricted Stock Units as derivative securities after these transactions.

Sentiment

Score: 6

Explanation: The filing reports routine, scheduled equity compensation vesting for a key executive. While the vesting itself is positive for the executive, the associated tax withholding is a standard practice. There are no unexpected positive or negative operational or financial disclosures, making the overall sentiment neutral to slightly positive due to the executive's continued equity alignment.

Positives

• The vesting of HSKB Phantom Units and Restricted Stock Units represents a realization of equity compensation for the CFO, aligning executive interests with shareholder value.
• The acquisition of 1,541 shares from HSKB Phantom Units and 3,469 shares from RSUs increases the CFO's direct equity stake before tax withholding.

Negatives

• A total of 1,712 shares (527 + 1,185) were disposed of to cover tax liabilities, reducing the net increase in the CFO's direct beneficial ownership from the vesting events.

Future Outlook

The HSKB Phantom Units, granted on December 1, 2023, are scheduled to continue vesting in equal quarterly installments over 24 months following November 1, 2024. The Restricted Stock Units, granted on December 29, 2023, are scheduled to continue vesting in equal quarterly installments over 36 months following November 1, 2024, indicating future equity compensation events.

Industry Context

This filing represents a routine insider transaction related to executive compensation, which is a common practice across various industries to align management incentives with company performance. It does not provide specific insights into broader industry trends or competitive positioning.

Stakeholder Impact

• Shareholders: The vesting and subsequent tax-related dispositions are routine and part of established executive compensation. The net increase in shares held by the CFO may be viewed positively as it aligns management interests with shareholder value, though the shares withheld for taxes represent a minor reduction in direct ownership. The overall impact on share price is likely minimal as these are scheduled events.

Next Steps

• Future quarterly vesting installments of the remaining 6,167 HSKB Phantom Units.
• Future quarterly vesting installments of the remaining 27,750 Restricted Stock Units.

Key Dates

Keywords

ZoomInfo, GTM, Form 4, Insider Transaction, Equity Compensation, Restricted Stock Units, Phantom Units, CFO, Vesting, Tax Withholding