Form 4: ZoomInfo CFO's Stock Transactions & New RSU Grant

ZoomInfo Technologies Inc. CFO Michael O'Brien reported routine stock acquisitions from vesting awards and subsequent tax-related dispositions, alongside a new grant of 276,924 restricted stock units.

Summary

• CFO Michael O'Brien acquired 1,542 shares of Common Stock from HSKB Phantom Units vesting.
• Acquired 3,469 shares of Common Stock from Restricted Stock Units vesting.
• Disposed of 514 shares of Common Stock at $10.83 to cover tax liability from HSKB Phantom Units vesting.
• Disposed of 1,156 shares of Common Stock at $10.83 to cover tax liability from Restricted Stock Units vesting.
• Beneficial ownership of Common Stock after transactions is 53,114 shares.
• Beneficial ownership of HSKB Phantom Units is 7,708 units.
• Beneficial ownership of Restricted Stock Units is 31,219 units.
• Received a new grant of 276,924 Restricted Stock Units on July 31, 2025, with 33% vesting on August 1, 2026, and the remainder quarterly over 24 months thereafter.

Sentiment

Score: 5

Explanation: The filing is a routine Form 4 detailing executive equity transactions, including vesting and tax-related sales, along with a new RSU grant. These are standard compensation events and do not indicate significant positive or negative sentiment for the company's operations or financial health.

Positives

• CFO Michael O'Brien acquired a total of 5,011 shares of Common Stock through the vesting of HSKB Phantom Units and Restricted Stock Units.
• A new grant of 276,924 Restricted Stock Units was issued to the CFO, indicating continued long-term incentive alignment with company performance.

Negatives

• CFO Michael O'Brien disposed of 1,670 shares of Common Stock (514 shares and 1,156 shares) at $10.83 per share to cover tax liabilities associated with vested awards.

Future Outlook

NA

Industry Context

NA

Related Party Transactions

• CFO Michael O'Brien's acquisition of shares through vesting of HSKB Phantom Units and Restricted Stock Units, and subsequent disposition of shares for tax withholding, represent transactions between an executive and the company as part of his compensation plan.

Stakeholder Impact

• Shareholders: Routine insider transactions provide transparency into executive compensation and equity holdings, but typically have minimal direct impact on share price unless the scale or nature of transactions is unusual.

Next Steps

• Vesting of 33% of the new 276,924 Restricted Stock Units on August 1, 2026.
• Remaining new Restricted Stock Units to vest in equal quarterly installments during the 24 months following August 1, 2026.
• Remaining HSKB Phantom Units to vest in equal quarterly installments during the 24 months following November 1, 2024.
• Remaining original Restricted Stock Units to vest in equal quarterly installments during the 36 months following November 1, 2024.

Key Dates

Keywords

ZoomInfo, GTM, SEC Form 4, Insider Trading, Stock Transactions, Restricted Stock Units, Phantom Units, CFO, Executive Compensation, Equity Compensation