Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADT Inc.ADT · Entity 3866 | Pres, Ch Innov & Prod Off | May 09, 2020 | May 12, 2020 |
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 May 09, 2020 · Filed May 12, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 891,737 |
Reported balance
After 2020-05-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2020-05-09 · Tax withholding · Disposed 98,993 · Balance 891,737 F1: Represents shares withheld to satisfy the withholding tax obligation due on restricted stock units which vested on 5/9/20. F2: Includes 8,365 previously unreported Dividend Equivalent Units awarded with respect to awards of Restricted Stock Units and which vest on various dates through March 9, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy the withholding tax obligation due on restricted stock units which vested on 5/9/20.
F2: Includes 8,365 previously unreported Dividend Equivalent Units awarded with respect to awards of Restricted Stock Units and which vest on various dates through March 9, 2023.
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 |
|---|---|---|---|---|---|---|
| May 09, 2020 Filed May 12, 2020 20:40 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 98,993 | $5.65 | $559,310.45 |
DisclosureSEC source: 0001703056-20-000076 · wf-form4_158931599749731.xml · nonDerivative · entry 1 Kupbens Robert C. · CIK 0001776383 · Pres, Ch Innov & Prod Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 891,737 F1 · shares: Represents shares withheld to satisfy the withholding tax obligation due on restricted stock units which vested on 5/9/20. F2 · balance_after: Includes 8,365 previously unreported Dividend Equivalent Units awarded with respect to awards of Restricted Stock Units and which vest on various dates through March 9, 2023. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 21:42 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 284,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-20-000030 · wf-form4_158396296094080.xml · nonDerivative · entry 1 Kupbens Robert C. · CIK 0001776383 · Pres., Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 982,365 F1 · shares: Reflects the 2020 annual grant of Restricted Stock Units ("RSUs") which vest in equal increments on 3/9/21, 3/9/22 and 3/9/23. F2 · balance_after: Includes 629,921 RSUs previously reported in Table II and 67,815 previously unreported Dividend Equivalent Units awarded with respect to awards of RSUs and which vest on various dates through March 14, 2022. Read SEC document |
| May 09, 2019 Filed May 10, 2019 20:34 UTC | ADT Inc. ADT · Entity 3866 | GrantRestricted Stock Units · Derivative | 629,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-19-000085 · wf-form4_155752045149677.xml · derivative · entry 1 Kupbens Robert C. · CIK 0001776383 · President, Innovation 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629,921 Underlying: Common Stock · 629,921 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") was received as a grant under the ADT Inc. 2018 Omnibus Incentive Plan on May 9, 2019 and represents a contingent right to receive one share of ADT Inc. common stock upon vesting and settlement. The RSUs will vest in three equal installments of 1/3 of the total grant on each of May 9, 2020, May 9, 2021 and May 9, 2022, generally subject to the reporting person's continued employment through such date. F1 · derivative.exercise_date: Each restricted stock unit ("RSU") was received as a grant under the ADT Inc. 2018 Omnibus Incentive Plan on May 9, 2019 and represents a contingent right to receive one share of ADT Inc. common stock upon vesting and settlement. The RSUs will vest in three equal installments of 1/3 of the total grant on each of May 9, 2020, May 9, 2021 and May 9, 2022, generally subject to the reporting person's continued employment through such date. F1 · derivative.expiration_date: Each restricted stock unit ("RSU") was received as a grant under the ADT Inc. 2018 Omnibus Incentive Plan on May 9, 2019 and represents a contingent right to receive one share of ADT Inc. common stock upon vesting and settlement. The RSUs will vest in three equal installments of 1/3 of the total grant on each of May 9, 2020, May 9, 2021 and May 9, 2022, generally subject to the reporting person's continued employment through such date. F2 · balance_after: Amount of derivative securities beneficially owned only includes derivative securities of the same class that are beneficially owned by the reporting person that vest on the same vesting dates and have the same exercise price as the grant listed. 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.