O'Brien Michael Graham 4
4 · ZoomInfo Technologies Inc. · Filed Jul 6, 2026
Research Summary
AI-generated summary of this filing
ZoomInfo (GTM) CFO Michael O'Brien Exercises RSUs, 66,690 Shares
What Happened
- Michael Graham O'Brien, Chief Financial Officer of ZoomInfo Technologies (GTM), had a total of 66,690 restricted stock units (RSUs) convert into common shares on July 1, 2026. Of those, 32,781 shares were withheld to cover the tax liability (payment reported as code F) at a reported per-share value of $2.93, for a total withholding value of $96,048. The remaining net shares received by O'Brien were 33,909.
- These transactions are vesting/conversion of RSUs (transaction code M), not an open-market purchase or a voluntary sale—tax-withholding via share withholding is routine.
Key Details
- Transaction date: July 1, 2026; Form filed July 6, 2026.
- Converted (acquired) shares: 66,690 (aggregate of multiple RSU grants).
- Shares withheld for taxes (disposed): 32,781 at $2.93 each = $96,048.
- Net shares retained: 66,690 − 32,781 = 33,909.
- Transaction codes: M = exercise/conversion of derivative (RSU vesting); F = payment of tax liability via share withholding.
- Footnotes: F1–F8 explain that these were RSUs (each converts to one share) from multiple grants (grants dated Dec 30, 2022; Mar 23, 2023; Oct 25, 2023; Sep 10, 2024; May 15, 2025; May 29, 2026) with various vesting schedules. F2 specifically notes shares were withheld to cover the reporting person’s tax liability.
- Shares owned after the transaction: not specified in the provided filing.
Context
- This was a standard RSU vesting event with a cashless component (shares withheld to satisfy taxes), not an open-market sale that would signal directional selling pressure. Such withholding is common and required for tax purposes.
- For retail investors, vested awards converted to shares are routine compensation events; they do not necessarily indicate management sentiment about the stock price.
Insider Transaction Report
Form 4
Transactions
- Exercise/Conversion
Common Stock
[F1]2026-07-01+1,555→ 208,630 total - Exercise/Conversion
Common Stock
[F1]2026-07-01+223→ 208,853 total - Exercise/Conversion
Common Stock
[F1]2026-07-01+764→ 209,617 total - Exercise/Conversion
Common Stock
[F1]2026-07-01+7,812→ 217,429 total - Exercise/Conversion
Common Stock
[F1]2026-07-01+7,118→ 224,547 total - Exercise/Conversion
Common Stock
[F1]2026-07-01+49,218→ 273,765 total - Tax Payment
Common Stock
[F2]2026-07-01$2.93/sh−32,781$96,048→ 240,984 total - Exercise/Conversion
Restricted Stock Units
[F1][F3]2026-07-01−1,555→ 3,110 total→ Common Stock (1,555 underlying) - Exercise/Conversion
Restricted Stock Units
[F1][F4]2026-07-01−223→ 670 total→ Common Stock (223 underlying) - Exercise/Conversion
Restricted Stock Units
[F1][F5]2026-07-01−764→ 3,823 total→ Common Stock (764 underlying) - Exercise/Conversion
Restricted Stock Units
[F1][F6]2026-07-01−7,812→ 70,313 total→ Common Stock (7,812 underlying) - Exercise/Conversion
Restricted Stock Units
[F1][F7]2026-07-01−7,118→ 49,832 total→ Common Stock (7,118 underlying) - Exercise/Conversion
Restricted Stock Units
[F1][F8]2026-07-01−49,218→ 344,532 total→ Common Stock (49,218 underlying)
Footnotes (8)
- [F1]Each 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 restricted stock units reported herein.
- [F3]The Reporting Person received an original grant of restricted stock units on December 30, 2022, which vest in equal quarterly installments during the 27 months following October 1, 2024.
- [F4]The Reporting Person received an original grant of restricted stock units on March 23, 2023, which vest in equal quarterly installments during the 30 months following October 1, 2024.
- [F5]The Reporting Person received an original grant of restricted stock units on October 25, 2023, which vest in equal quarterly installments during the 36 months following October 1, 2024.
- [F6]The Reporting Person received an original grant of restricted stock units on September 10, 2024, which vest as follows: (a) 25% on October 1, 2025; and (b) the remainder of the award in equal quarterly installments during the 36 months following October 1, 2025.
- [F7]The Reporting Person received an original grant of restricted stock units on May 15, 2025, which vests as follows: (a) 33% on May 15, 2026; and (b) the remainder of the award in equal quarterly installments during the 24 months following May 15, 2026.
- [F8]The Reporting Person received an original grant of restricted stock units on May 29, 2026, which vests in equal quarterly installments during the 24 months following April 1, 2026.
Signature
/s/ Meredith Weisshaar, as Attorney-in-Fact|2026-07-06