Insider transactions

CP VI Evergreen Holdings, L.P.

CIK 1813962 · last filed 2022-08-09

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure
$0
Companies
1
Total Filings
27
Lifetime Open-Market Net
-$3.18B

Charts

Trading activity, where the exposure sits, and each trade against the stock price.

ZI price and trades

Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.

Shares held

Shares owned after each reported transaction on this company (direct holdings as reported).

Open-market buying and selling

by month

Dollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.

Exposure by company

latest
OfficerDirector10% owner* stale (no filing in 3 yrs)

Most recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.

Filer Profile

Reported Address
C/O THE CARLYLE GROUP, SUITE 220 SOUTH
1001 PENNSYLVANIA AVENUE, N.W.
WASHINGTON, DC 20004
Phone
(202) 729-5438
State of Incorporation
DE
Related Filers
Carlyle Partners VI Evergreen Holdings, L.P. — 74 joint filings, latest 2022-08-17
TC Group VI S1, L.L.C. — 74 joint filings, latest 2022-08-17
TC Group VI S1, L.P. — 74 joint filings, latest 2022-08-17
CG Subsidiary Holdings L.L.C. — 54 joint filings, latest 2022-08-17
TC Group Sub L.P. — 54 joint filings, latest 2022-08-17
TC Group, LLC — 54 joint filings, latest 2022-08-17
Carlyle Partners VI Dash Holdings, L.P. — 20 joint filings, latest 2021-08-10
TC Group Cayman Investment Holdings Sub L.P. — 20 joint filings, latest 2021-08-10
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
ZoomInfo Technologies Inc. (ZI) Delisted 10%+ Owner 41,379,316 $10.31 $426.62M -$3.18B 16 2022-08-09

Recent Filings · Page 2 of 3

27 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2023-06-07 GTM Notice (144) −10,842,127 -$290.14M EDGAR
2022-08-09 ZoomInfo Technologies Inc. (ZI) Delisted Sell (S) −2,393,321 -$114.25M EDGAR
2022-08-05 ZoomInfo Technologies Inc. (ZI) Delisted Sell (S) −1,747,760 -$80.52M EDGAR
2022-03-28 ZoomInfo Technologies Inc. (ZI) Delisted Sell (S) −1,171,296 -$68.32M EDGAR
2022-03-24 ZoomInfo Technologies Inc. (ZI) Delisted Sell (S) −2,896,621 -$169.95M EDGAR
2022-03-22 ZoomInfo Technologies Inc. (ZI) Delisted Sell (S) −1,906,730 -$112.31M EDGAR
2022-02-16 ZoomInfo Technologies Inc. (ZI) Delisted Sell (S) −2,253,923 -$130.50M EDGAR
2022-02-14 ZoomInfo Technologies Inc. (ZI) Delisted Sell (S) −2,290,645 -$133.21M EDGAR
2021-12-07 ZoomInfo Technologies Inc. (ZI) Delisted Sell (S) −7,256,795 -$429.07M EDGAR
2021-11-22 ZoomInfo Technologies Inc. (ZI) Delisted Sell (S) −5,309,493 -$410.52M EDGAR
Showing 11–20 of 27
Page 2 of 3
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.