ZoomInfo (GTM) RSU sell-vs-hold
Calculator · free · no signup · GTMSell at vest or hold? Compare after-tax payout from selling ZoomInfo RSUs at vest vs. holding through the LTCG cliff at 12 months.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your vest
Tax inputs
Hold strategy
Best after-tax payout — at year 1 yr
$47,709
Sell + invest wins by $4,981 over Hold 1 yr.
Estimates only. Not financial advice.
Heads-up: under-withholding. Your employer withholds federal tax at the IRS supplemental rate (22.0% on this vest, ≈ $17,600). Your marginal federal rate on this vest is 32.7%, owing $26,171. Expect to settle the $8,571 gap at tax time.
The hidden purchase
Tax was paid at vest either way. Holding is mathematically equivalent to taking $44,509 in after-tax cash and buying $44,509 of GTM today.
Most diversification frameworks would advise against a purchase that size in a single name; the right answer depends on your conviction in GTM. Holding past one year converts the gain to LTCG.
Sell + invest
Best payout| Vest value (shares × price) | $80,000 |
| Federal | |
| State | |
| Medicare | −$1,160 |
| Additional Medicare | −$720 |
| Market gain over 1 yr at 10.0% | $4,451 |
| Cap-gain tax on diversified gain — LTCG (federal + state + NIIT) | −$1,251 |
| Net at year 1 yr | $47,709 |
Sell every share at vest; invest the after-tax cash at the market return for 1 yr, then liquidate. Diversified — no single-stock concentration risk.
Hold 1 yr
| Vest value (shares × price) | $80,000 |
| Vest tax (federal + state + FICA) | |
| Net at year 1 yr | $42,728 |
Sold 444 shares to cover vest tax (net-settled); kept 556 shares 1 yr to qualify for long-term capital gains.
Social Security + Medicare are payroll taxes (collectively called FICA) — they apply because you're still employed at vest.
Both columns are stated in year-1 yr dollars. The sell side compounds at the market return; the hold side compounds at your single-stock expected return after a 20% volatility drag.
Estimates only. Assumes net-settled (sell-to-cover) vesting; double-trigger and pre-IPO RSUs are out of scope. Excludes multi-state moves, AMT interactions on other equity, and 83(b) elections. Not financial advice.
You evaluated one RSU vest. The beta plans every vest of every grant across years, with concentration and AMT in the loop.
Request beta access →About ZoomInfo
ZoomInfo (GTM) is a public Marketing company, incorporated in Delaware and headquartered in Vancouver, WA. IPO'd Jun 4, 2020.
Last close: $2.8 per share (as of 2026-06-16).
Ticker changed from ZI to GTM in 2025.
Equity grants at ZoomInfo typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
ZoomInfo Technologies Inc. is a registered data broker in the United States. The company collects and sells personal data, both public and private, through various means of data and web scraping. Information about business entities like companies and departments are also collected and offered. This personal information is available for sale to other businesses, which use the collected data for targeted marketing.
Source: Wikipedia (CC BY-SA 4.0)
Founded as DiscoverOrg in 2007 by Henry Schuck, the company acquired and adopted the original ZoomInfo name after the 2019 merger and went public on Nasdaq in June 2020 under ticker ZI. In May 2025 the company swapped ZI for GTM alongside the launch of GTM Studio, signaling a pivot from B2B contact data to a unified go-to-market software platform spanning sales, marketing, and RevOps. Headquartered in Vancouver, Washington with a Waltham, Massachusetts office, ZoomInfo closed fiscal 2025 with $1.25B in revenue, roughly 35,000 customers worldwide, and 1,921 accounts paying $100K or more in annual contract value.
Sources: ir.zoominfo.com · ir.zoominfo.com
Equity comp at ZoomInfo
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by ZoomInfo.
ZoomInfo (GTM) RSUs vest as ordinary income at the price on vest day. The decision is whether to sell at vest and reinvest, or hold the shares through the 12-month LTCG cliff. This calculator runs both paths through the same after-tax math so you can compare like-for-like.
Example: 500 ZoomInfo (GTM) RSUs vesting at $2.8 per share is $1,400 of ordinary income on vest day. After roughly 32% combined federal + state + FICA (~$448), the post-tax share value is ~$952. Holding 12 months for long-term capital-gains treatment then only matters for the price change between vest and sale; the ordinary income at vest is already locked in. The calculator runs both paths through the same after-tax math.
All ZoomInfo tools → · Use the generic RSU Sell-vs-Hold Calculator for any company.
ZoomInfo equity questions
- Should I sell or hold my ZoomInfo RSUs at vest?
- ZoomInfo restricted stock units (RSUs) are taxed as ordinary income on their value at vest whether or not you sell. The only open decision is what to do with the shares afterward: sell at vest and reinvest, or hold past twelve months for long-term capital-gains treatment on any further gain. The calculator above runs both paths through the same after-tax math so you can compare them directly.
- Does ZoomInfo grant ISOs, NSOs, or RSUs?
- Equity compensation at ZoomInfo typically takes the form of incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise. Restricted stock units are taxed as ordinary income when they vest.
- Do ZoomInfo RSUs use double-trigger vesting?
- No. ZoomInfo restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
One piece of the puzzle.
OptionsAhoy plans your ZoomInfo equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.