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*
O'Brien Michael Graham

(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)
09/06/2024
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
checkbox checked Officer (give title below) Other (specify below)
Chief Financial Officer
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
checkbox checked 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 22,331 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 959 (2) D
Restricted Stock Units (3) (3) Common Stock 1,709 (2) D
Restricted Stock Units (4) (4) Common Stock 2,951 (2) D
Restricted Stock Units (5) (5) Common Stock 15,548 (2) D
Restricted Stock Units (6) (6) Common Stock 2,456 (2) D
Restricted Stock Units (7) (7) Common Stock 12,231 (2) D
Restricted Stock Units (8) (8) Common Stock 55,500 (2) D
HSKB Phantom Units (9) (9) Common Stock 2,533 (10) D
HSKB Phantom Units (11) (11) Common Stock 13,875 (10) D
Explanation of Responses:
1. The Reporting Person received an original grant of restricted stock units on September 1, 2021, and has a remaining total of 959 restricted stock units, which vest in equal quarterly installments during the 9 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 September 1, 2022, and has a remaining total of 1,709 restricted stock units, which vest in equal quarterly installments during the 21 months following December 1, 2024.
4. The Reporting Person received an original grant of restricted stock units on December 1, 2022, and has a remaining total of 2,951 restricted stock units, which vest in equal quarterly installments during the 24 months following December 1, 2024.
5. The Reporting Person received an original grant of restricted stock units on December 30, 2022, and has a remaining total of 15,548 restricted stock units, which vest in equal quarterly installments during the 27 months following October 1, 2024.
6. The Reporting Person received an original grant of restricted stock units on March 23, 2023, and has a remaining total of 2,456 restricted stock units, which vest in equal quarterly installments during the 30 months following October 1, 2024.
7. The Reporting Person received an original grant of restricted stock units on October 25, 2023, and has a remaining total of 12,231 restricted stock units, which vest in equal quarterly installments during the 36 months following October 1, 2024.
8. The Reporting Person received an original grant of restricted stock units on December 29, 2023, and has a remaining total of 55,500 restricted stock units, which vest in equal quarterly installments during the 36 months following November 1, 2024.
9. The Reporting Person received an original grant of Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") on December 1, 2021, and has a remaining total of 2,533 HSKB Phantom Units, which vest in equal quarterly installments during the 12 months following December 1, 2024.
10. Reflects Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") that upon vesting settle into shares of Common Stock on a one-for-one basis.
11. The Reporting Person received an original grant of Phantom Units of HSKB Funds II, LLC ("HSKB Phantom Units") on December 1, 2023, and has a remaining total of 13,875 HSKB Phantom Units, which vest in equal quarterly installments during the 24 months following November 1, 2024.
Remarks:
EX-24 Power of Attorney
/s/ Ashley McGrane, as Attorney-in-Fact 09/10/2024
** 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.
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