Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADT Inc.ADT · Entity 3866 | Pres., Chief Bus Dev Off | April 01, 2021 | April 02, 2021 |
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 April 01, 2021 · Filed April 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 107,076 |
Reported balance
After 2021-04-01 transaction · row 1
1 source rowRow 1 · 2021-04-01 · Grant · Acquired 282 · Balance 107,076 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 1, 2024. |
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 1, 2024.
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 |
|---|---|---|---|---|---|---|
| April 01, 2021 Filed Apr 2, 2021 16:15 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-21-000073 · wf-form4_161739447651649.xml · nonDerivative · entry 1 Boyce James P · CIK 0001420841 · Pres., Chief Bus Dev Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,076 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 1, 2024. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 17:42 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 9,902 | $9.25 | $91,593.50 |
DisclosureSEC source: 0001703056-21-000012 · wf-form4_161256492539914.xml · nonDerivative · entry 1 Boyce James P · CIK 0001420841 · Pres., Chief Bus Dev Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,794 F1 · shares: Represents shares withheld to satisfy the withholding tax obligations due on the settlement of Restricted Stock Units and related Dividend Equivalent Units which, in each case, vested on 2/3/21. F2 · balance_after: Includes the following Dividend Equivalent Units with respect to awards of Restricted Stock Units and which vest on various dates through March 9, 2023: (i) 851 received on April 2, 2020; (ii) 458 received on July 2, 2020; (iii) 433 received on October 2, 2020; and (iv) 454 received on January 4, 2021. 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.