Zeta Global (NYSE: ZETA) CAO exercises options and gifts 7,968 shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Zeta Global Holdings Corp. Chief Accounting Officer Ravella Satish reported several equity-related transactions involving Class A Common Stock. On June 2, 2026, Satish exercised employee stock options to acquire 25,000 shares at an exercise price of $12.56 per share. In connection with this exercise, 17,302 shares were disposed of at $25.25 per share to cover option exercise costs and withholding taxes, meaning this was a tax payment mechanism rather than an open-market sale. On June 4, 2026, Satish made a bona fide gift of 7,968 shares to a trust managed by an independent trustee that was established for estate and tax planning and to help satisfy future tax-withholding obligations from restricted stock vesting. After these transactions, Satish directly owned 181,245 shares of Zeta Global Holdings Corp. Class A Common Stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
25,000 shares exercised/converted
Mixed
4 txns
Insider
Ravella Satish
Role
Chief Accounting Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class A Common Stock | 7,968 | $0.00 | -- |
| Exercise | Employee Stock Option (Right to Buy) | 25,000 | $0.00 | -- |
| Exercise | Class A Common Stock | 25,000 | $12.56 | $314K |
| Tax Withholding | Class A Common Stock | 17,302 | $25.25 | $437K |
Holdings After Transaction:
Class A Common Stock — 181,245 shares (Direct, null);
Employee Stock Option (Right to Buy) — 75,000 shares (Direct, null)
Footnotes (1)
- Withholding of shares in satisfaction of option exercise costs and withholding taxes due upon the exercise of certain employee stock options. Represents a transfer to a trust managed by an independent trustee that was established for trust, estate and tax planning purposes and will also be used to satisfy any tax withholding obligations arising from the vesting of certain restricted stock awards. The option vests with respect to 25% of the subject shares on the first anniversary of the grant date. The remainder of the shares vest in twelve equal quarterly installments following the first anniversary of the grant date.
Key Figures
Options Exercised: 25,000 shares
Exercise Price: $12.56 per share
Tax-Withholding Shares: 17,302 shares
+5 more
8 metrics
Options Exercised
25,000 shares
Employee stock option exercise on June 2, 2026 at $12.56
Exercise Price
$12.56 per share
Strike price for 25,000-share option exercise on June 2, 2026
Tax-Withholding Shares
17,302 shares
Disposed at $25.25 per share to cover costs and taxes
Tax-Withholding Price
$25.25 per share
Price for F-code disposition on June 2, 2026
Gifted Shares
7,968 shares
Bona fide gift to planning trust on June 4, 2026
Shares Held After Transactions
181,245 shares
Direct Class A Common Stock holding after June 2026 transactions
Remaining Options
75,000 options
Employee stock option balance after 25,000-share exercise
Option Expiration
April 24, 2035
Expiration date of employee stock option grant
Key Terms
Employee Stock Option, bona fide gift, withholding taxes, restricted stock awards, +1 more
5 terms
Employee Stock Option financial
"Employee Stock Option (Right to Buy)"
An employee stock option is a promise that lets a worker buy company shares later at a predetermined price, often after they stay for a certain period or meet performance goals — think of it like a coupon that locks in today's price for a future purchase. It matters to investors because options align employees’ incentives with company performance, can increase the number of shares outstanding (dilution) when exercised, and represent a compensation cost that affects reported profits and shareholder value.
bona fide gift financial
"transaction_code_description": "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
withholding taxes financial
"option exercise costs and withholding taxes due upon the exercise"
Withholding taxes are amounts a payer or government takes out of payments — such as wages, interest, or dividends — before the recipient gets the money, functioning like a cashier keeping part of a bill to pay taxes on your behalf. For investors this matters because it reduces the cash they actually receive, affects net returns and yield calculations, and may require additional paperwork or treaty claims to recover or offset the withheld amount against final tax bills.
restricted stock awards financial
"vesting of certain restricted stock awards."
Restricted stock awards are company shares given to employees or executives that cannot be sold or transferred until certain conditions — like staying with the company for a set time or meeting performance targets — are met, like a gift that is locked in a safe until rules are satisfied. Investors care because these awards tie management’s pay to company performance, can increase the number of shares outstanding when they become tradable (dilution), and may signal expected future selling pressure or commitment to long-term growth.
independent trustee financial
"trust managed by an independent trustee that was established"
FAQ
What insider transactions did ZETA Chief Accounting Officer Ravella Satish report?
Ravella Satish reported an option exercise for 25,000 Zeta Global Class A shares, a related tax-withholding share disposition of 17,302 shares, and a bona fide gift of 7,968 shares to a planning trust, leaving 181,245 shares held directly afterward.
What does the F transaction code mean in the ZETA Form 4 filing?
The F code indicates shares used to pay option exercise costs or tax liabilities. Here, 17,302 shares were delivered at $25.25 per share to satisfy exercise costs and withholding taxes tied to the June 2, 2026 employee stock option exercise.