O'Brien Michael Graham 4
4 · ZoomInfo Technologies Inc. · Filed Feb 9, 2026
Research Summary
AI-generated summary of this filing
ZoomInfo (GTM) CFO Michael O'Brien Receives 98,155 Shares
What Happened
Michael O'Brien, Chief Financial Officer of ZoomInfo Technologies (GTM), had performance-based restricted stock units (PSUs) convert into 98,155 shares on February 5, 2026. Of those shares, 33,512 were withheld to cover tax withholding at $6.87 per share, totaling $230,227. The net shares delivered to O'Brien were 64,643. The PSU awards relate to target grants made May 30, 2025 and July 31, 2025 and were settled based on performance for the 2025 period as determined on February 5, 2026.
Key Details
- Transaction date: February 5, 2026. Form filed February 9, 2026 (filed within required 2 business days).
- Conversion/exercise code: M (exercise/conversion of derivative — PSUs converting to shares). Tax withholding code: F (shares withheld to satisfy tax liability).
- Shares converted: 26,378 and 71,777 (total 98,155). Shares withheld for taxes: 33,512 at $6.87/share = $230,227. Net shares issued to insider: 64,643.
- Footnotes: PSUs represent contingent rights to receive one share each; amounts reflect actual units earned for the 2025 performance period per Compensation Committee determinations (see F1–F4).
- Shares owned after transaction: not disclosed in the provided filing excerpt.
Context
This was not an open-market purchase or sale but the conversion/settlement of performance-restricted stock units earned for the 2025 performance period. Withholding shares to cover taxes is a routine administrative step and does not necessarily indicate a change in insider sentiment. The filing appears timely.
Insider Transaction Report
- Exercise/Conversion
Common Stock
[F1]2026-02-05+26,378→ 115,882 total - Exercise/Conversion
Common Stock
[F1]2026-02-05+71,777→ 187,659 total - Tax Payment
Common Stock
[F2]2026-02-05$6.87/sh−33,512$230,227→ 154,147 total - Exercise/Conversion
Performance Restricted Stock Units
[F1][F3]2026-02-05−26,378→ 0 total→ Common Stock (26,378 underlying) - Exercise/Conversion
Performance Restricted Stock Units
[F1][F4]2026-02-05−71,777→ 0 total→ Common Stock (71,777 underlying)
Footnotes (4)
- [F1]Each performance restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.
- [F2]Reflects shares withheld to cover the Reporting Person's tax liability in connection with the vesting of the performance restricted stock units reported herein.
- [F3]On May 30, 2025, the Reporting Person was awarded a target number of performance-based restricted stock units ("PSUs"), subject to satisfaction of performance conditions as determined by the Compensation Committee of the Board of Directors of ZoomInfo Technologies Inc. The amount shown represents the actual number of units earned by the Reporting Person for the first PSU performance period, commencing January 1, 2025, and continuing through and including December 31, 2025, as determined February 5, 2026.
- [F4]On July 31, 2025, the Reporting Person was awarded a target number of PSUs, subject to satisfaction of performance conditions as determined by the Compensation Committee of the Board of Directors of ZoomInfo Technologies Inc. The amount shown represents the actual number of units earned by the Reporting Person for the first PSU performance period, commencing January 1, 2025, and continuing through and including December 31, 2025, as determined February 5, 2026.