Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADT Inc.ADT · Entity 3866 | Executive Vice Pres., Solar | October 04, 2022 | October 06, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ADT Inc.
Report date October 04, 2022 · Filed October 06, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 96,546 |
Reported balance
After 2022-10-04 transaction · row 1
1 source rowRow 1 · 2022-10-04 · Grant · Acquired 412 · Balance 96,546 F1: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on various dates through March 2, 2025. |
| Common StockSEC Table I · non-derivative | IndirectOrange Solar Holdco, LLC | 26,232,983 |
Reported balance
Holding disclosure · report date 2022-10-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 26,232,983 F2: The reporting person is the manager and a member, together with trusts affiliated with the reporting person, of Orange Solar Holdco, LLC. The reporting person disclaims beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly or indirectly. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on various dates through March 2, 2025.
F2: The reporting person is the manager and a member, together with trusts affiliated with the reporting person, of Orange Solar Holdco, LLC. The reporting person disclaims beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly or indirectly.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 04, 2022 Filed Oct 6, 2022 19:19 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 412 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-22-000211 · wf-form4_166509833498746.xml · nonDerivative · entry 1 Jones Marc S · CIK 0001896668 · Executive Vice Pres., Solar 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,546 F1 · shares: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on various dates through March 2, 2025. Read SEC document |
| July 05, 2022 Filed Jul 6, 2022 18:24 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-22-000164 · wf-form4_165714626478812.xml · nonDerivative · entry 1 Jones Marc S · CIK 0001896668 · Executive Vice Pres., Solar 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,134 F1 · shares: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on various dates through March 2, 2025. Read SEC document |
| April 04, 2022 Filed Apr 6, 2022 16:25 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 430 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-22-000104 · wf-form4_164927670970162.xml · nonDerivative · entry 1 Jones Marc S · CIK 0001896668 · Executive Vice Pres., Solar 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,607 F1 · shares: Represents dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on various dates through March 2, 2025. Read SEC document |
| March 02, 2022 Filed Mar 3, 2022 17:30 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 95,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-22-000056 · wf-form4_164634659833892.xml · nonDerivative · entry 1 Jones Marc S · CIK 0001896668 · Executive Vice Pres., Solar 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,177 F1 · shares: Reflects the 2022 annual grant of RSUs which vest in equal increments on 03/02/2023, 03/02/2024 and 03/02/2025. Read SEC document |
| December 08, 2021 Filed Dec 9, 2021 08:50 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 26,232,983 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001703056-21-000185 · wf-form4_163905782168392.xml · nonDerivative · entry 1 Jones Marc S · CIK 0001896668 · Executive Vice Pres., Solar 10b5-1 filing: Not disclosed Ownership: Indirect · Orange Solar Holdco, LLC Disclosed balance after: 26,232,983 F1 · shares: Represents 26,232,983 shares of common stock of the Issuer acquired by Orange Solar Holdco, LLC as consideration pursuant to a Purchase Agreement (the "Purchase Agreement"), dated November 8, 2021, by and among the Issuer and certain parties thereto, including Orange Solar Holdco, LLC. The amount reported includes 1,920,661 shares of common stock of the Issuer held in escrow and subject to forfeiture pursuant to the Purchase Agreement. On the closing date of the Purchase Agreement, the closing price per share of the Issuer's common stock was $8.66. F1 · price: Represents 26,232,983 shares of common stock of the Issuer acquired by Orange Solar Holdco, LLC as consideration pursuant to a Purchase Agreement (the "Purchase Agreement"), dated November 8, 2021, by and among the Issuer and certain parties thereto, including Orange Solar Holdco, LLC. The amount reported includes 1,920,661 shares of common stock of the Issuer held in escrow and subject to forfeiture pursuant to the Purchase Agreement. On the closing date of the Purchase Agreement, the closing price per share of the Issuer's common stock was $8.66. F1 · balance_after: Represents 26,232,983 shares of common stock of the Issuer acquired by Orange Solar Holdco, LLC as consideration pursuant to a Purchase Agreement (the "Purchase Agreement"), dated November 8, 2021, by and among the Issuer and certain parties thereto, including Orange Solar Holdco, LLC. The amount reported includes 1,920,661 shares of common stock of the Issuer held in escrow and subject to forfeiture pursuant to the Purchase Agreement. On the closing date of the Purchase Agreement, the closing price per share of the Issuer's common stock was $8.66. F2 · ownership.nature: The reporting person is the manager and a member, together with trusts affiliated with the reporting person, of Orange Solar Holdco, LLC. The reporting person disclaims beneficial ownership of the reported securities other than to the extent of any pecuniary interest he may have therein, directly or indirectly. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.