Form 4: ZoomInfo Chief Revenue Officer Executes Pre-Planned Stock Transactions

ZoomInfo Technologies Inc.'s Chief Revenue Officer, James M. Roth, reported the acquisition of shares through restricted stock unit vesting and subsequent sales, including shares withheld for tax liabilities, all pursuant to a Rule 10b5-1 trading plan.

Summary

• James M. Roth, Chief Revenue Officer of ZoomInfo Technologies Inc. (GTM), reported multiple transactions involving the company's common stock.
• On July 1, 2025, Roth acquired a total of 59,051 shares of common stock through the vesting of various restricted stock unit (RSU) grants.
• Specifically, 1,890 shares, 4,464 shares, 30,638 shares, and 22,059 shares were acquired from RSU grants dated July 1, 2022, March 23, 2023, October 25, 2023, and March 26, 2024, respectively.
• On July 1, 2025, 29,504 shares were disposed of at a price of $10.12 per share to cover tax liabilities associated with the RSU vesting.
• On July 2, 2025, 14,773 shares were sold at a weighted average price of $10.05 per share, with individual transactions ranging from $9.90 to $10.16.
• The sale transaction on July 2, 2025, was executed pursuant to a pre-arranged Rule 10b5-1 trading plan.
• Following these transactions, James M. Roth directly beneficially owns 40,877 shares of common stock.
• Roth also holds remaining unvested Restricted Stock Units: 31,251 from the March 23, 2023 grant, 153,193 from the October 25, 2023 grant, and 154,412 from the March 26, 2024 grant.

Sentiment

Score: 6

Explanation: The sentiment is neutral to slightly positive. While there's a sale of shares by an insider, it's largely offset by the fact that these are routine transactions stemming from RSU vesting and executed under a pre-planned 10b5-1 program, which typically mitigates negative market interpretations.

Positives

• The vesting of restricted stock units indicates the continued compensation and retention of a key executive, James M. Roth, the Chief Revenue Officer.
• The sale of shares was conducted under a Rule 10b5-1 trading plan, which suggests a pre-scheduled, non-discretionary transaction rather than a reaction to immediate market conditions or insider information.

Negatives

• The sale of shares by a Chief Revenue Officer, even if pre-planned, could be perceived by some investors as a reduction in direct equity exposure by a senior executive.

Future Outlook

The document primarily reports past transactions and does not provide forward-looking statements or guidance regarding the company's financial performance or strategic direction. However, it does indicate future vesting schedules for remaining restricted stock units held by the reporting person.

Industry Context

This Form 4 filing is a routine disclosure of insider stock transactions, common across all publicly traded companies. It reflects an individual executive's compensation and personal financial planning rather than broader industry trends or competitive dynamics.

Stakeholder Impact

• Shareholders: The transaction represents a routine insider stock activity, which is generally not considered a significant indicator of future company performance, especially given the 10b5-1 plan. It reflects an executive's personal financial management.
• Employees: No direct impact on employees is indicated by this filing.

Next Steps

• Continued vesting of remaining restricted stock units for James M. Roth according to their respective schedules (e.g., quarterly installments following January 1, 2025, for various grants).

Key Dates

Recommendation

Keywords

ZoomInfo Technologies Inc., GTM, Form 4, Insider Trading, Stock Sale, RSU Vesting, Executive Compensation, Rule 10b5-1 Plan, Beneficial Ownership