Form 4: ZoomInfo Technologies Inc. Executive James M. Roth Reports Stock Transactions
SEC Form 4 Filing
Chief Revenue Officer James M. Roth reports the vesting and subsequent sale of ZoomInfo Technologies Inc. stock to cover tax obligations.
Summary
- On March 1, 2025, James M. Roth, Chief Revenue Officer of ZoomInfo Technologies Inc., reported transactions involving common stock and restricted stock units.
- Roth acquired shares through the vesting of restricted stock units and disposed of some shares to cover tax liabilities.
- The transactions involved multiple grants of restricted stock units from June 1, 2022, December 1, 2022, September 1, 2022 and August 26, 2024, vesting at different schedules.
- A total of 14,264 shares of common stock are beneficially owned following the reported transactions.
Sentiment
Score: 5
Explanation: This is a routine filing reflecting standard compensation practices. It doesn't indicate any significant positive or negative sentiment.
Industry Context
Form 4 filings are standard practice and provide transparency into the trading activities of company insiders, which is closely monitored by investors for signals about the company's prospects.
Comparison to Industry Standards
- Monitoring insider transactions is a common practice in the financial industry to assess management's confidence in the company's future performance.
- Companies like Salesforce, Oracle, and Microsoft also have executives who regularly report their stock transactions via Form 4 filings.
- The vesting schedules of restricted stock units are typical compensation components for executives in technology companies, designed to align their interests with long-term shareholder value.
Stakeholder Impact
- The transactions have a minimal direct impact on stakeholders.
- The filing provides transparency to shareholders regarding executive compensation and stock ownership.
Key Dates
| Date | Description |
|---|---|
| June 1, 2022 | Original grant date of restricted stock units vesting quarterly after December 1, 2024, over 18 months. |
| December 1, 2022 | Original grant date of restricted stock units vesting quarterly after December 1, 2024, over 12 months. |
| September 1, 2022 | Original grant date of restricted stock units vesting quarterly after December 1, 2024, over 21 months. |
| August 26, 2024 | Original grant date of restricted stock units vesting 50% on March 1, 2025, and 50% on September 1, 2025. |
| December 1, 2024 | Start date for vesting of some restricted stock units granted earlier. |
| March 1, 2025 | Date of reported transactions: vesting of RSUs and disposal of shares for tax liabilities. |
| September 1, 2025 | Date of second vesting tranche (50%) for restricted stock units granted on August 26, 2024. |
| March 4, 2025 | Date of signature on the Form 4 filing. |
Keywords
ZoomInfo Technologies Inc., James M. Roth, Chief Revenue Officer, Form 4, Stock Transactions, Restricted Stock Units, Beneficial Ownership, ZI
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