Roth James M 4
Research Summary
AI-generated summary
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.