Form 4: ZoomInfo Director Katie Rooney Reports Stock Transactions
Insider Transaction Report
ZoomInfo Technologies Inc. Director Katie J. Rooney reported transactions involving restricted stock units and common stock on May 14, 2026.
Summary
- Katie J. Rooney, a Director at ZoomInfo Technologies Inc., reported transactions on May 14, 2026.
- These transactions involved restricted stock units (RSUs) and common stock.
- Specifically, 19,551 RSUs vested on May 14, 2026, settling into common stock.
- An additional 51,283 RSUs were granted, which are set to vest on the earlier of May 14, 2027, or the next annual meeting.
- Following these transactions, Rooney beneficially owns 25,090 shares of common stock directly.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral filing, as it primarily details routine equity transactions for a director rather than significant financial performance or strategic shifts.
Positives
- Director Katie J. Rooney received a grant of 51,283 restricted stock units, indicating continued incentive alignment with the company's performance.
- Vesting of 19,551 restricted stock units on May 14, 2026, suggests that performance or time-based conditions were met.
Negatives
- The filing details the disposition of 19,551 shares of common stock, which could be interpreted as a sale, though the context suggests settlement of vested RSUs.
Risks
- The vesting of restricted stock units is subject to future conditions, including the date of the Issuer's next annual meeting of stockholders, which introduces a degree of uncertainty regarding the exact timing of full equity realization.
Future Outlook
The filing indicates that 51,283 restricted stock units are scheduled to vest on the earlier of May 14, 2027, or the date of ZoomInfo Technologies Inc.'s next annual meeting of stockholders, suggesting a forward-looking incentive structure.
Industry Context
StockSavvy.ai notes that Form 4 filings are standard disclosures for insider transactions, providing transparency into the holdings and activities of company directors and officers. This filing from a ZoomInfo director is typical for executive compensation and equity incentive plans within the SaaS and data intelligence sector.
Stakeholder Impact
- Shareholders gain insight into the equity holdings and compensation structure of a key director, contributing to transparency.
- Employees may view these transactions as indicative of the company's ongoing commitment to equity-based incentives for its leadership.
Next Steps
- Vesting of 51,283 restricted stock units on or before May 14, 2027, or the next annual meeting date.
Key Dates
| Date | Description |
|---|---|
| 05/14/2026 | Date of earliest transaction, RSU vesting, and RSU grant. |
| 05/18/2026 | Date of signature on the filing. |
| 05/14/2027 | Earliest possible vesting date for the newly granted RSUs. |
Keywords
Form 4, SEC Filing, ZoomInfo Technologies Inc., Katie J. Rooney, Director, Restricted Stock Units, Common Stock, Beneficial Ownership, Stock Transaction
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