Roth James M — SEC Form 4 filings
SEC reporting owner CIK 2057761. 18 Form 4 filings on record with FilingPulse; latest filed 2026-09-03.
Transaction summary — filings shown
Covers all 18 filings on record, filed 2025-02-28 to 2026-09-03. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 12 legs across 12 filings — 183,158 shares, $1,449,884 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 102.
- Largest priced transaction: sale of 30,000 shares @ $11.91 ($357,369) in ZoomInfo Technologies Inc., filed 2025-02-28.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| ZoomInfo Technologies Inc. (GTM) | Chief Revenue Officer | 18 | — | 12 legs · 183,158 sh · $1,449,884 | 102 |
Form 4 filings — Roth James M
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-09-03 | 4 | ZoomInfo Technologies Inc. (GTM) | Option exercise (M): 345 · Tax withholding (F): 156 @ $4.24 · Sale (S): 94 @ $4.17 · Option exercise (M): 345 (derivative) @ $0 | EDGAR |
| 2026-07-06 | 4 | ZoomInfo Technologies Inc. (GTM) | Option exercise (M): 4,465 · Option exercise (M): 30,638 · Option exercise (M): 22,059 · Option exercise (M): 18,522 · Option exercise (M): 80,937 · Tax withholding (F): 70,638 @ $2.93 · +6 more | EDGAR |
| 2026-06-02 | 4 | ZoomInfo Technologies Inc. (GTM) | Option exercise (M): 387 · Option exercise (M): 344 · Tax withholding (F): 331 @ $3.33 · Sale (S): 200 @ $3.55 · Grant/award (A): 647,500 (derivative) @ $0 · Option exercise (M): 387 (derivative) @ $0 · +1 more | EDGAR |
| 2026-04-03 | 4 | ZoomInfo Technologies Inc. (GTM) | Option exercise (M): 4,464 · Option exercise (M): 30,639 · Option exercise (M): 22,059 · Option exercise (M): 72,980 · Tax withholding (F): 58,696 @ $5.98 · Sale (S): 35,723 @ $5.87 · +4 more | EDGAR |
| 2026-03-03 | 4 | ZoomInfo Technologies Inc. (GTM) | Option exercise (M): 387 · Option exercise (M): 344 · Tax withholding (F): 331 @ $6.21 · Sale (S): 200 @ $6.10 · Option exercise (M): 387 (derivative) @ $0 · Option exercise (M): 344 (derivative) @ $0 | EDGAR |
| 2026-02-20 | 4 | ZoomInfo Technologies Inc. (GTM) | Sale (S): 45,065 @ $6.66 | EDGAR |
| 2026-02-09 | 4 | ZoomInfo Technologies Inc. (GTM) | Option exercise (M): 76,475 · Tax withholding (F): 25,349 @ $6.87 · Option exercise (M): 76,475 (derivative) @ $0 | EDGAR |
| 2026-01-05 | 4 | ZoomInfo Technologies Inc. (GTM) | Option exercise (M): 4,464 · Option exercise (M): 30,638 · Option exercise (M): 22,059 · Tax withholding (F): 18,155 @ $10.17 · Option exercise (M): 4,464 (derivative) @ $0 · Option exercise (M): 30,638 (derivative) @ $0 · +1 more | EDGAR |
| 2025-12-03 | 4 | ZoomInfo Technologies Inc. (GTM) | Option exercise (M): 387 · Option exercise (M): 344 · Option exercise (M): 623 · Tax withholding (F): 665 @ $9.92 · Sale (S): 343 @ $10.12 · Option exercise (M): 387 (derivative) @ $0 · +2 more | EDGAR |
| 2025-10-03 | 4 | ZoomInfo Technologies Inc. (GTM) | Option exercise (M): 4,465 · Option exercise (M): 30,639 · Option exercise (M): 22,059 · Tax withholding (F): 28,582 @ $10.91 · Sale (S): 14,290 @ $10.39 · Option exercise (M): 4,465 (derivative) @ $0 · +2 more | EDGAR |
| 2025-09-03 | 4 | ZoomInfo Technologies Inc. (GTM) | Option exercise (M): 623 · Option exercise (M): 387 · Option exercise (M): 344 · Option exercise (M): 11,765 · Tax withholding (F): 6,540 @ $10.90 · Sale (S): 3,288 @ $10.26 · +4 more | EDGAR |
| 2025-07-02 | 4 | ZoomInfo Technologies Inc. (GTM) | Option exercise (M): 1,890 · Option exercise (M): 4,464 · Option exercise (M): 30,638 · Option exercise (M): 22,059 · Tax withholding (F): 29,504 @ $10.12 · Sale (S): 14,773 @ $10.05 · +4 more | EDGAR |
| 2025-06-09 | 4 | ZoomInfo Technologies Inc. (GTM) | Sale (S): 18,408 @ $10.02 | EDGAR |
| 2025-06-03 | 4 | ZoomInfo Technologies Inc. (GTM) | Option exercise (M): 387 · Option exercise (M): 622 · Option exercise (M): 344 · Tax withholding (F): 665 @ $9.55 · Option exercise (M): 387 (derivative) @ $0 · Option exercise (M): 622 (derivative) @ $0 · +1 more | EDGAR |
| 2025-05-19 | 4 | ZoomInfo Technologies Inc. (GTM) | Grant/award (A): 221,154 (derivative) @ $0 | EDGAR |
| 2025-04-03 | 4 | ZoomInfo Technologies Inc. (ZI) | Option exercise (M): 1,890 · Option exercise (M): 4,464 · Option exercise (M): 30,639 · Option exercise (M): 22,058 · Tax withholding (F): 29,492 @ $10 · Option exercise (M): 1,890 (derivative) @ $0 · +3 more | EDGAR |
| 2025-03-04 | 4 | ZoomInfo Technologies Inc. (ZI) | Option exercise (M): 387 · Option exercise (M): 623 · Option exercise (M): 344 · Option exercise (M): 11,765 · Tax withholding (F): 6,542 @ $11.66 · Option exercise (M): 387 (derivative) @ $0 · +3 more | EDGAR |
| 2025-02-28 | 4 | ZoomInfo Technologies Inc. (ZI) | Sale (S): 30,000 @ $11.91 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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