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3 Filing
ZoomInfo (ZI) Form 3ZoomInfo / Ashley McGrane ownership change
Filed: 24 Feb 25, 5:06pm
FORM 3 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934 or Section 30(h) of the Investment Company Act of 1940 |
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1. Name and Address of Reporting Person*
(Street)
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2. Date of Event Requiring Statement
(Month/Day/Year) 02/13/2025 |
3. Issuer Name and Ticker or Trading Symbol
ZoomInfo Technologies Inc. [ ZI ] |
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4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
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5. If Amendment, Date of Original Filed
(Month/Day/Year) |
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6. Individual or Joint/Group Filing (Check Applicable Line)
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Table I - Non-Derivative Securities Beneficially Owned | |||
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1. Title of Security (Instr. 4) | 2. Amount of Securities Beneficially Owned (Instr. 4) | 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) | 4. Nature of Indirect Beneficial Ownership (Instr. 5) |
Common Stock | 7,365(1) | D |
Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) | |||||||
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1. Title of Derivative Security (Instr. 4) | 2. Date Exercisable and Expiration Date (Month/Day/Year) | 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) | 4. Conversion or Exercise Price of Derivative Security | 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) | 6. Nature of Indirect Beneficial Ownership (Instr. 5) | ||
Date Exercisable | Expiration Date | Title | Amount or Number of Shares | ||||
Restricted Stock Units | (2) | (2) | Common Stock | 2,877 | (3) | D | |
Restricted Stock Units | (4) | (4) | Common Stock | 1,466 | (3) | D | |
Restricted Stock Units | (5) | (5) | Common Stock | 7,032 | (3) | D | |
Restricted Stock Units | (6) | (6) | Common Stock | 6,728 | (3) | D | |
Restricted Stock Units | (7) | (7) | Common Stock | 8,824 | (3) | D | |
Restricted Stock Units | (8) | (8) | Common Stock | 71,480 | (3) | D | |
Restricted Stock Units | (9) | (9) | Common Stock | 95,786 | (3) | D | |
HSKB Phantom Units | (10) | (10) | Common Stock | 608 | (11) | D |
Explanation of Responses: |
1. Includes shares acquired under the ZoomInfo Technologies Inc. Employee Stock Purchase Plan based upon the most current data available. |
2. The Reporting Person received an original grant of restricted stock units on September 1, 2021, and has a remaining total of 2,877 restricted stock units, which vest in equal quarterly installments during the 9 months following December 1, 2024. |
3. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock. |
4. The Reporting Person received an original grant of restricted stock units on September 1, 2022, and has a remaining total of 1,446 restricted stock units, which vest in equal quarterly installments during the 21 months following December 1, 2024. |
5. The Reporting Person received an original grant of restricted stock units on March 23, 2023, and has a remaining total of 7,032 restricted stock units, which vest in equal quarterly installments during the 27 months following January 1, 2025. |
6. The Reporting Person received an original grant of restricted stock units on October 25, 2023, and has a remaining total of 6,728 restricted stock units, which vest in equal quarterly installments during the 33 months following January 1, 2025. |
7. The Reporting Person received an original grant of 8,824 restricted stock units on March 26, 2024, which vest as follows: (a) 25% on April 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following April 1, 2025. |
8. The Reporting Person received an original grant of 71,480 restricted stock units on July 24, 2024, which vest as follows: (a) 25% on April 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following April 1, 2025. |
9. The Reporting Person received an original grant of 95,786 restricted stock units on October 22, 2024, which vest as follows: (a) 25% on November 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following November 1, 2025. |
10. The Reporting Person received an original grant of Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") on December 1, 2021, and has a remaining total of 608 HSKB Phantom Units, which vest in equal quarterly installments during the 12 months following December 1, 2024. |
11. Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settled into shares of Common Stock on a one-for-one basis. |
Remarks: |
EX-24 Power of Attorney |
/s/ Meredith Weisshaar, as Attorney-in-Fact | 02/24/2025 | |
** Signature of Reporting Person | Date | |
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. | ||
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v). | ||
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). | ||
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. | ||
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. |