SEC FORM 3 SEC Form 3
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*
Roth James M

(Last) (First) (Middle)
C/O ZOOMINFO TECHNOLOGIES INC.,
805 BROADWAY STREET, SUITE 900

(Street)
VANCOUVER WA 98660

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
02/13/2025
3. Issuer Name and Ticker or Trading Symbol
ZoomInfo Technologies Inc. [ ZI ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Revenue Officer
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
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 37,687 D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
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 (1) (1) Common Stock 2,322 (2) D
Restricted Stock Units (3) (3) Common Stock 3,780 (2) D
Restricted Stock Units (4) (4) Common Stock 2,409 (2) D
Restricted Stock Units (5) (5) Common Stock 2,491 (2) D
Restricted Stock Units (6) (6) Common Stock 40,179 (2) D
Restricted Stock Units (7) (7) Common Stock 214,470 (2) D
Restricted Stock Units (8) (8) Common Stock 198,529 (2) D
Restricted Stock Units (9) (9) Common Stock 23,530 (2) D
Explanation of Responses:
1. The Reporting Person received an original grant of restricted stock units on June 1, 2022, and has a remaining total of 2,322 restricted stock units, which vest in equal quarterly installments during the 18 months following December 1, 2024.
2. Each restricted stock unit represents a contingent right to receive one share of the Issuer's Common Stock.
3. The Reporting Person received an original grant of restricted stock units on July 1, 2022, and has a remaining total of 3,780 restricted stock units, which vest in equal quarterly installments during the 6 months following January 1, 2025.
4. The Reporting Person received an original grant of restricted stock units on September 1, 2022, and has a remaining total of 2,409 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 December 1, 2022, and has a remaining total of 2,491 restricted stock units, which vest in equal quarterly installments during the 12 months following December 1, 2024.
6. The Reporting Person received an original grant of restricted stock units on March 23, 2023, and has a remaining total of 40,179 restricted stock units, which vest in equal quarterly installments during the 27 months following January 1, 2025.
7. The Reporting Person received an original grant of restricted stock units on October 25, 2023, and has a remaining total of 214,470 restricted stock units, which vest in equal quarterly installments during the 21 months following January 1, 2025.
8. The Reporting Person received an original grant of restricted stock units on March 26, 2024, and has a remaining total of 198,529 restricted stock units, which vest in equal quarterly installments during the 27 months following January 1, 2025.
9. The Reporting Person received an original grant of restricted stock units on August 26, 2024, and has a remaining total of 23,530 restricted stock units, which vest as follows: (a) 50% on March 1, 2025; and (b) 50% on September 1, 2025.
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.