GTM SEC Filing News — ZoomInfo Technologies Inc.

Latest SEC filings for ZoomInfo Technologies Inc. (GTM) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-10-13.

ZoomInfo Technologies Inc., together with its subsidiaries, provides go-to-market intelligence and engagement platform for sales, marketing, operations, and recruiting professionals in the United States and internationally. The company's cloud-based platform provides workflow tools and information on organizations and professionals to help users identify target customers and decision makers, obtain continually updated predictive lead and company scoring, monitor buying signals and other attribut…
Sector: Technology Industry: Software - Application Market Cap: $1.1B CIK: 1794515
20
Total Filings
0
Bullish Classifications
7
Bearish Classifications
12
Insider Transactions
0
Material Events (8-K)
1
Periodic Reports
Rule-based classifications for GTM currently lean bearish. Of the 20 filing records displayed, 7 carry bearish classifications (such as insider sales or negative 8-K disclosures) versus 0 bullish. This does not necessarily signal fundamental deterioration — insiders sell for many reasons — but it is worth monitoring alongside the company's core financial metrics.
GTM Filing Activity Snapshot 2026-08-05 — 2026-10-13
Insider Transactions (Form 4)
0 buys vs 7 sells
Net insider selling in this period — insiders sell for many reasons beyond conviction.
Largest Form 144 Filing
$80.0K
JAMES ROTH · 2026-10-02
20,773 shares · Form 144
Form 144 Notices
7
Proposed insider sales filed — Form 144 is a notice of intent, not a confirmed transaction. Actual sales are confirmed via Form 4.
Insider Transactions 12 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 12 filings in this group are Form 4s for ZoomInfo Technologies Inc.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 12 insider filings shown, the breakdown is 7 open-market sale, 3 option exercise and 2 other reported transaction. 7 of them involved a discretionary open-market trade; the rest are compensation and administrative mechanics.

What each transaction type means

Open-market sale ×7
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Option exercise ×3
The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.
Other reported transaction ×2
The filing reports a transaction type that does not map to a routine purchase, sale, award or withholding.
Form 4 Open-market sale Insider Selling 2026-10-13

GTM insider O'Brien Michael Graham (CFO) sold 5,000 shares (~$20.0K)

O'Brien Michael Graham, listed as CFO at ZoomInfo Technologies Inc., reported an open-market sale of 5,000 GTM shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 5,000 $4.00 $20.0K
Filing: Form 4 (Insider Transaction) Insider: O'Brien Michael Graham (CFO) Shares: 5,000 Est. Value: $20.0K
View on SEC EDGAR → Open Filing Document →
Form 4 Option exercise Tax / Compensation Filing 2026-10-05

GTM insider Form 4 filed for equity award, exercise, or tax withholding

Schuck Henry (Director, Chief Executive Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 13,787 — —
F Tax withholding on vested shares 4,598 $3.79 $17.4K
M Option exercise derivative · Restricted Stock Units 13,787 — —
Filing: Form 4 (Insider Transaction) Insider: Schuck Henry (Director, Chief Executive Officer) Shares: 18,385
View on SEC EDGAR → Open Filing Document →
Form 4 Option exercise Tax / Compensation Filing 2026-10-05

GTM insider Form 4 filed for equity award, exercise, or tax withholding

O'Brien Michael Graham (CFO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 1,555 — —
M Option exercise 223 — —
M Option exercise 765 — —
M Option exercise 7,813 — —
M Option exercise 7,119 — —
M Option exercise 49,219 — —
F Tax withholding on vested shares 32,783 $3.79 $124.2K
M Option exercise derivative · Restricted Stock Units 1,555 — —
M Option exercise derivative · Restricted Stock Units 223 — —
M Option exercise derivative · Restricted Stock Units 765 — —
M Option exercise derivative · Restricted Stock Units 7,813 — —
M Option exercise derivative · Restricted Stock Units 7,119 — —
M Option exercise derivative · Restricted Stock Units 49,219 — —
Filing: Form 4 (Insider Transaction) Insider: O'Brien Michael Graham (CFO) Shares: 99,477
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-10-05

GTM insider Roth James M (Chief Revenue Officer) sold 20,773 shares (~$76.9K)

Roth James M, listed as Chief Revenue Officer at ZoomInfo Technologies Inc., reported an open-market sale of 20,773 GTM shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 4,464 — —
M Option exercise 30,639 — —
M Option exercise 22,058 — —
M Option exercise 18,522 — —
M Option exercise 80,938 — —
F Tax withholding on vested shares 70,640 $3.79 $267.7K
S Open-market sale 20,773 $3.70 $76.9K
M Option exercise derivative · Restricted Stock Units 4,464 — —
M Option exercise derivative · Restricted Stock Units 30,639 — —
M Option exercise derivative · Restricted Stock Units 22,058 — —
M Option exercise derivative · Restricted Stock Units 18,522 — —
M Option exercise derivative · Restricted Stock Units 80,938 — —
Filing: Form 4 (Insider Transaction) Insider: Roth James M (Chief Revenue Officer) Shares: 20,773 Est. Value: $76.9K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-10-05

GTM insider McGrane Ashley (General Counsel and Corp Sec) sold 2,461 shares (~$9.2K)

McGrane Ashley, listed as General Counsel and Corp Sec at ZoomInfo Technologies Inc., reported an open-market sale of 2,461 GTM shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 781 — —
M Option exercise 611 — —
M Option exercise 552 — —
M Option exercise 4,468 — —
M Option exercise 8,375 — —
M Option exercise 49,219 — —
F Tax withholding on vested shares 27,913 $3.79 $105.8K
S Open-market sale 2,461 $3.75 $9.2K
M Option exercise derivative · Restricted Stock Units 781 — —
M Option exercise derivative · Restricted Stock Units 611 — —
M Option exercise derivative · Restricted Stock Units 552 — —
M Option exercise derivative · Restricted Stock Units 4,468 — —
M Option exercise derivative · Restricted Stock Units 8,375 — —
M Option exercise derivative · Restricted Stock Units 49,219 — —
Filing: Form 4 (Insider Transaction) Insider: McGrane Ashley (General Counsel and Corp Sec) Shares: 2,461 Est. Value: $9.2K
View on SEC EDGAR → Open Filing Document →
Form 4 Other reported transaction Tax / Compensation Filing 2026-10-05

GTM insider Form 4 filed for equity award, exercise, or tax withholding

HSKB Funds II, LLC (10% Owner) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The filing reports a transaction type that does not map to a routine purchase, sale, award or withholding.

Transactions reported on this filing
Code Nature Shares Price Value
J Other transaction 7,250 — —
Filing: Form 4 (Insider Transaction) Insider: HSKB Funds II, LLC (10% Owner) Shares: 7,250
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-09-03

GTM insider Roth James M (Chief Revenue Officer) sold 94 shares (~$391.98)

Roth James M, listed as Chief Revenue Officer at ZoomInfo Technologies Inc., reported an open-market sale of 94 GTM shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 345 — —
F Tax withholding on vested shares 156 $4.24 $661.44
S Open-market sale 94 $4.17 $391.98
M Option exercise derivative · Restricted Stock Units 345 — —
Filing: Form 4 (Insider Transaction) Insider: Roth James M (Chief Revenue Officer) Shares: 94 Est. Value: $391.98
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-09-03

GTM insider McGrane Ashley (General Counsel and Corp Sec) sold 34 shares (~$141.78)

McGrane Ashley, listed as General Counsel and Corp Sec at ZoomInfo Technologies Inc., reported an open-market sale of 34 GTM shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 207 — —
F Tax withholding on vested shares 70 $4.24 $296.80
S Open-market sale 34 $4.17 $141.78
M Option exercise derivative · Restricted Stock Units 207 — —
Filing: Form 4 (Insider Transaction) Insider: McGrane Ashley (General Counsel and Corp Sec) Shares: 34 Est. Value: $141.78
View on SEC EDGAR → Open Filing Document →
Form 4 Option exercise Tax / Compensation Filing 2026-09-03

GTM insider Form 4 filed for equity award, exercise, or tax withholding

O'Brien Michael Graham (CFO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 328 — —
M Option exercise 214 — —
F Tax withholding on vested shares 268 $4.24 $1.1K
M Option exercise derivative · Restricted Stock Units 328 — —
M Option exercise derivative · Restricted Stock Units 214 — —
Filing: Form 4 (Insider Transaction) Insider: O'Brien Michael Graham (CFO) Shares: 810
View on SEC EDGAR → Open Filing Document →
Form 4 Other reported transaction Tax / Compensation Filing 2026-09-03

GTM insider Form 4 filed for equity award, exercise, or tax withholding

HSKB Funds II, LLC (10% Owner) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The filing reports a transaction type that does not map to a routine purchase, sale, award or withholding.

Transactions reported on this filing
Code Nature Shares Price Value
J Other transaction 4,575 — —
Filing: Form 4 (Insider Transaction) Insider: HSKB Funds II, LLC (10% Owner) Shares: 4,575
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-08-07

GTM insider O'Brien Michael Graham (CFO) sold 5,000 shares (~$20.0K)

O'Brien Michael Graham, listed as CFO at ZoomInfo Technologies Inc., reported an open-market sale of 5,000 GTM shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 5,000 $4.00 $20.0K
Filing: Form 4 (Insider Transaction) Insider: O'Brien Michael Graham (CFO) Shares: 5,000 Est. Value: $20.0K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-08-07

GTM insider McGrane Ashley (General Counsel and Corp Sec) sold 16,400 shares (~$68.2K)

McGrane Ashley, listed as General Counsel and Corp Sec at ZoomInfo Technologies Inc., reported an open-market sale of 16,400 GTM shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 16,400 $4.16 $68.2K
Filing: Form 4 (Insider Transaction) Insider: McGrane Ashley (General Counsel and Corp Sec) Shares: 16,400 Est. Value: $68.2K
View on SEC EDGAR → Open Filing Document →
Proposed Insider Sales 7 · Form 144

A Form 144 is a notice of intent to sell restricted or control securities. It is not a record that anything was sold. ZoomInfo Technologies Inc. has 7 such notices in this period.

The distinction matters because a Form 144 is frequently reported as though it were a completed insider sale. The filer may sell all of the shares covered, some of them, or none at all, and there is no obligation to update the notice either way. A sale that is actually executed by an officer or director shows up separately on a Form 4, which is the filing to check before treating a proposed sale as a real one.

Form 144 Proposed Insider Sale 2026-10-09

GTM Form 144 filed for proposed insider sale by Michael O'Brien (5,000 shares) ~$20.0K

Michael O'Brien filed a Form 144 with the SEC indicating intent to sell GTM (ZoomInfo Technologies Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Michael O'Brien Shares: 5,000 Est. Value: $20.0K
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-10-02

GTM Form 144 filed for proposed insider sale by JAMES ROTH (20,773 shares) ~$80.0K

JAMES ROTH filed a Form 144 with the SEC indicating intent to sell GTM (ZoomInfo Technologies Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: JAMES ROTH Shares: 20,773 Est. Value: $80.0K
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-10-02

GTM Form 144 filed for proposed insider sale by ASHLEY MCGRANE (2,461 shares) ~$9.5K

ASHLEY MCGRANE filed a Form 144 with the SEC indicating intent to sell GTM (ZoomInfo Technologies Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: ASHLEY MCGRANE Shares: 2,461 Est. Value: $9.5K
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-09-02

GTM Form 144 filed for proposed insider sale by ASHLEY MCGRANE (34 shares) ~$140.08

ASHLEY MCGRANE filed a Form 144 with the SEC indicating intent to sell GTM (ZoomInfo Technologies Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: ASHLEY MCGRANE Shares: 34 Est. Value: $140.08
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-09-02

GTM Form 144 filed for proposed insider sale by JAMES ROTH (94 shares) ~$387.28

JAMES ROTH filed a Form 144 with the SEC indicating intent to sell GTM (ZoomInfo Technologies Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: JAMES ROTH Shares: 94 Est. Value: $387.28
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-08-07

GTM Form 144 filed for proposed insider sale by ASHLEY MCGRANE (16,400 shares) ~$68.2K

ASHLEY MCGRANE filed a Form 144 with the SEC indicating intent to sell GTM (ZoomInfo Technologies Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: ASHLEY MCGRANE Shares: 16,400 Est. Value: $68.2K
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-08-06

GTM Form 144 filed for proposed insider sale by Michael O'Brien (5,000 shares) ~$20.0K

Michael O'Brien filed a Form 144 with the SEC indicating intent to sell GTM (ZoomInfo Technologies Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Michael O'Brien Shares: 5,000 Est. Value: $20.0K
View on SEC EDGAR → Open Filing Document →
Periodic Reports 1 · Forms 10-K and 10-Q

The periodic reports are where the audited and reviewed financial statements live. This period contains 1 quarterly report (10-Q) for ZoomInfo Technologies Inc.

The two are not equivalent in weight. A 10-K is audited by an external firm and includes the full risk factor disclosure, business description and management discussion; a 10-Q is unaudited, reviewed rather than examined, and much shorter. When a figure in a quarterly report is later revised, the annual report is usually where the correction appears.

An amended report — 10-K/A or 10-Q/A — restates or corrects something in the original filing, and is worth reading against the version it replaces.

Form 10-Q Quarterly Report 2026-08-05

GTM filed Quarterly Report (10-Q)

ZoomInfo Technologies Inc. filed its quarterly report with the SEC. This report includes unaudited financial statements and management discussion for the quarter.

Filing: 10-Q (Quarterly Report)
View on SEC EDGAR → Open Filing Document →

How we classify ZoomInfo Technologies Inc.'s filings

Straight from EDGAR

Each displayed record links to an original source document. StrongBuyAnalytics provides navigation and brief excerpts or summaries, not the filing itself. Parsing may omit context or contain errors, so read the original document in full.

Transaction codes, not guesswork

The nature shown on each insider filing comes from the transaction code the filer entered on the form itself — P for an open-market purchase, A for a compensation award, F for shares withheld to pay tax, M for an option exercise. Where one filing contains several codes, the transaction table lists them line by line.

Why the distinction matters

Insider activity is routinely summarised as buying or selling, which flattens together decisions that mean very different things. Shares withheld for tax on a vesting grant are an automatic administrative step; shares bought on the open market are someone committing their own money at the current price.

What this page does not tell you

A filing records what happened, not why. Form 4 does not always disclose whether a sale was executed under a pre-arranged Rule 10b5-1 plan, and no single filing is a basis for a decision on GTM. Read these alongside the fundamentals rather than in isolation.

Frequently Asked Questions — GTM SEC Filings

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Publisher, sources & limitations — September 15, 2026. StrongBuyAnalytics provides navigation and brief excerpts or summaries for educational use. Original filings remain at SEC EDGAR or other displayed source links; StrongBuyAnalytics does not author them. Filing dates are source dates, not publication dates for this page. Coverage can be delayed, incomplete, amended, or unavailable because of SEC/source availability, parsing, caching, or outages. Verify every material statement in the original filing.
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