Form 4: ZoomInfo General Counsel Reports Equity Vesting, Share Sales

Ashley McGrane, ZoomInfo Technologies Inc.'s General Counsel, reported the vesting of HSKB Phantom Units and Restricted Stock Units, alongside subsequent share sales under a Rule 10b5-1 trading plan.

Summary

• Ashley McGrane, General Counsel and Corporate Secretary of ZoomInfo Technologies Inc. (GTM), reported changes in beneficial ownership.
• On December 1, 2025, 152 shares of Common Stock vested from HSKB Phantom Units and 206 shares of Common Stock vested from Restricted Stock Units.
• A total of 120 shares were withheld for tax liabilities on December 1, 2025, consisting of 51 shares at $9.92 for HSKB Phantom Units and 69 shares at $9.92 for Restricted Stock Units.
• A total of 500 shares were sold under a Rule 10b5-1 trading plan: 428 shares at $9.80 on December 1, 2025, and 72 shares at $10.12 on December 2, 2025.
• Following these transactions, McGrane beneficially owns 28,137 shares of Common Stock directly.

Sentiment

Score: 5

Explanation: The filing reports routine insider transactions, specifically the vesting of equity awards and subsequent sales under a pre-arranged 10b5-1 plan. This type of transaction is generally neutral, as it reflects planned compensation and liquidity events rather than a change in management's outlook on the company's prospects.

Positives

• Vesting of 152 HSKB Phantom Units into Common Stock on December 1, 2025, representing a realization of equity compensation.
• Vesting of 206 Restricted Stock Units into Common Stock on December 1, 2025, further increasing the executive's vested equity.

Negatives

• Sale of 500 shares of Common Stock by an insider, even if pre-planned, reduces their direct ownership in the company.

Future Outlook

This Form 4 filing does not contain any forward-looking statements or guidance regarding the company's future performance or outlook.

Industry Context

This Form 4 filing reports routine insider transactions and does not provide information relevant to broader industry trends or competitive analysis.

Stakeholder Impact

• Shareholders: Minor impact from routine insider sales, which are typically anticipated and often pre-scheduled. The reduction in direct insider ownership is minimal relative to total shares outstanding.
• Employees: No direct impact mentioned.
• Customers/Suppliers/Creditors: No direct impact mentioned.

Next Steps

• HSKB Phantom Units continue to vest in equal quarterly installments during the 12 months following December 1, 2024.
• Restricted Stock Units continue to vest in equal quarterly installments during the 21 months following December 1, 2024.

Key Dates

Recommendation

This Form 4 details routine insider transactions, including the vesting of equity awards and subsequent sales executed under a Rule 10b5-1 trading plan. Such pre-scheduled sales are common for executives managing their personal finances and are generally not indicative of a change in the company's fundamental performance or future outlook. Therefore, the filing itself does not provide new information that would warrant a change in investment recommendation; a 'hold' stance is appropriate based solely on this report.

Keywords

ZoomInfo Technologies Inc., GTM, Form 4, Insider Trading, Equity Vesting, Share Sale, Rule 10b5-1, Ashley McGrane, General Counsel, Restricted Stock Units, Phantom Units