ZoomInfo Technologies Inc.·4

Feb 9, 5:35 PM ET

Roth James M 4

4 · ZoomInfo Technologies Inc. · Filed Feb 9, 2026

Research Summary

AI-generated summary of this filing

Updated

ZoomInfo (GTM) CRO James Roth Receives 76,475 Shares

What Happened

  • James M. Roth, Chief Revenue Officer of ZoomInfo Technologies (GTM), received 76,475 shares on Feb 5, 2026 following conversion/vesting of performance-based restricted stock units (PSUs). No exercise price was paid — the PSUs converted into common shares.
  • To cover the tax liability on the vesting, 25,349 shares were withheld (disposed) at a per-share withholding value of $6.87, totaling $174,148. Net shares delivered to Roth after withholding: 51,126.

Key Details

  • Transaction date: February 5, 2026; Form 4 filed Feb 9, 2026 (within the required filing period).
  • Award conversion: 76,475 shares reported as acquired via conversion/exercise of derivative (PSUs); conversion reported at $0.00 exercise price (no cash paid).
  • Tax withholding: 25,349 shares withheld (code F) at $6.87/share = $174,148 to satisfy tax withholding obligations.
  • Footnotes: PSUs were originally awarded May 30, 2025; the number shown is the actual earned amount for the 2025 performance period, determined Feb 5, 2026.
  • Shares owned after transaction: not specified in this filing.

Context

  • This was an award/vesting of performance-based restricted stock units (not an open-market buy or sale). Such vesting events are routine compensation actions and do not by themselves indicate a buy/sell decision by the insider.
  • The transaction effectively was a cashless conversion: PSUs converted into shares and a portion of those shares was withheld to cover taxes rather than sold on market.

Insider Transaction Report

Form 4
Period: 2026-02-05
Roth James M
Chief Revenue Officer
Transactions
  • Exercise/Conversion

    Common Stock

    [F1]
    2026-02-05+76,475174,286 total
  • Tax Payment

    Common Stock

    [F2]
    2026-02-05$6.87/sh25,349$174,148148,937 total
  • Exercise/Conversion

    Performance Restricted Stock Units

    [F1][F3]
    2026-02-0576,4750 total
    Common Stock (76,475 underlying)
Footnotes (3)
  • [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.
Signature
/s/ Meredith Weisshaar, as Attorney-in-Fact|2026-02-09

Documents

1 file
  • 4
    wk-form4_1770676504.xmlPrimary

    FORM 4