Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADT Inc.ADT · Entity 3866 | SVP, Chief Marketing Officer | March 14, 2020 | March 17, 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 March 14, 2020 · Filed March 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 558,170 |
Reported balance
After 2020-03-14 transaction · row 1
1 source rowRow 1 · 2020-03-14 · Tax withholding · Disposed 7,091 · Balance 558,170 F1: Represents shares withheld to satisfy the withholding tax obligation due on restricted stock units which vested on 3/14/20. |
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 3/14/20.
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 |
|---|---|---|---|---|---|---|
| March 14, 2020 Filed Mar 17, 2020 21:38 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 7,091 | $4.70 | $33,327.70 |
DisclosureSEC source: 0001703056-20-000052 · wf-form4_158448111082469.xml · nonDerivative · entry 1 Koedijk Jochen · CIK 0001748649 · SVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 558,170 F1 · shares: Represents shares withheld to satisfy the withholding tax obligation due on restricted stock units which vested on 3/14/20. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 21:45 UTC | ADT Inc. ADT · Entity 3866 | GrantStock Options · Derivative | 174,082 | $0.00 Strike: $5.27 | $0.00 |
DisclosureSEC source: 0001703056-20-000036 · wf-form4_158396309478605.xml · derivative · entry 3 Koedijk Jochen · CIK 0001748649 · SVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,082 Underlying: Common Stock · 174,082 shares Expires 2030-03-09 F4 · derivative.exercise_date: Reflects a one-time special equity award of stock options which vest in equal increments on 3/9/21, 3/9/22 and 3/9/23. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 21:45 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 90,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-20-000036 · wf-form4_158396309478605.xml · nonDerivative · entry 2 Koedijk Jochen · CIK 0001748649 · SVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 565,261 F3 · shares: Reflects a one-time special equity award of RSUs which vest in equal increments on 3/9/21, 3/9/22 and 3/9/23. F2 · balance_after: Includes 48,543 RSUs and 2,529 Dividend Equivalent Units ("DEUs") previously reported in Table II and 36,762 previously unreported DEUs awarded with respect to awards of RSUs and which vest on various dates through March 14, 2022. Read SEC document |
| March 09, 2020 Filed Mar 11, 2020 21:45 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 113,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-20-000036 · wf-form4_158396309478605.xml · nonDerivative · entry 1 Koedijk Jochen · CIK 0001748649 · SVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 474,471 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 48,543 RSUs and 2,529 Dividend Equivalent Units ("DEUs") previously reported in Table II and 36,762 previously unreported DEUs awarded with respect to awards of RSUs and which vest on various dates through March 14, 2022. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 20:25 UTC | ADT Inc. ADT · Entity 3866 | GrantStock Options · Derivative | 143,540 | $0.00 Strike: $6.18 | $0.00 |
DisclosureSEC source: 0001703056-19-000072 · wf-form4_155294068566095.xml · derivative · entry 2 Koedijk Jochen · CIK 0001748649 · SVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,540 Underlying: Common Stock · 143,540 shares Expires 2029-03-14 F3 · derivative.exercise_date: The reporting person was granted stock options under the ADT Inc. 2018 Omnibus Incentive Plan on March 14, 2019. The stock options will vest in three equal instalments of 1/3 of the total grant on each of March 14, 2020, March 14, 2021 and March 14, 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 |
| March 14, 2019 Filed Mar 18, 2019 20:25 UTC | ADT Inc. ADT · Entity 3866 | GrantRestricted Stock Units · Derivative | 48,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-19-000072 · wf-form4_155294068566095.xml · derivative · entry 1 Koedijk Jochen · CIK 0001748649 · SVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,543 Underlying: Common Stock · 48,543 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 March 14, 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 instalments of 1/3 of the total grant on each of March 14, 2020, March 14, 2021 and March 14, 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 March 14, 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 instalments of 1/3 of the total grant on each of March 14, 2020, March 14, 2021 and March 14, 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 March 14, 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 instalments of 1/3 of the total grant on each of March 14, 2020, March 14, 2021 and March 14, 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 |
| January 04, 2019 Filed Jan 7, 2019 22:05 UTC | ADT Inc. ADT · Entity 3866 | GrantRestricted Stock Units · Derivative | 1,437 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-19-000010 · wf-form4_154689870063496.xml · derivative · entry 1 Koedijk Jochen · CIK 0001748649 · SVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,315 Underlying: Common Stock · 1,437 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of the Issuer's Common Stock upon vesting. F2 · shares: Represents Dividend Equivalent Units, which are being awarded with respect to awards of Restricted Stock Units and which vest on August 13, 2021. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| October 02, 2018 Filed Oct 4, 2018 20:06 UTC | ADT Inc. ADT · Entity 3866 | GrantRestricted Stock Units · Derivative | 1,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-18-000045 · wf-form4_153868357496120.xml · derivative · entry 1 Koedijk Jochen · CIK 0001748649 · SVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,878 Underlying: Common Stock · 1,092 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the contingent right to receive one share of the Issuer's Common Stock upon vesting. F2 · shares: Represents Dividend Equivalent Units, which are being awarded with respect to awards of Restricted Stock Units and which vest on August 13, 2021. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 18:53 UTC | ADT Inc. ADT · Entity 3866 | GrantStock Options · Derivative | 101,822 | $0.00 Strike: $9.15 | $0.00 |
DisclosureSEC source: 0001703056-18-000038 · wf-form4_153435920640304.xml · derivative · entry 4 Koedijk Jochen · CIK 0001748649 · SVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,822 Underlying: Common Stock · 101,822 shares Expires 2028-08-13 F2 · price: The reporting person was granted stock options on August 13, 2018, under the ADT Inc. 2018 Omnibus Incentive Plan. The stock options will "cliff vest" and become exercisable as to 100% of the stock options for $9.15 per share on the third anniversary of the grant, generally subject to the reporting person's continued employment through such date. F2 · derivative.exercise_date: The reporting person was granted stock options on August 13, 2018, under the ADT Inc. 2018 Omnibus Incentive Plan. The stock options will "cliff vest" and become exercisable as to 100% of the stock options for $9.15 per share on the third anniversary of the grant, generally subject to the reporting person's continued employment through such date. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 18:53 UTC | ADT Inc. ADT · Entity 3866 | GrantStock Options · Derivative | 120,000 | $0.00 Strike: $9.15 | $0.00 |
DisclosureSEC source: 0001703056-18-000038 · wf-form4_153435920640304.xml · derivative · entry 3 Koedijk Jochen · CIK 0001748649 · SVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock · 120,000 shares Expires 2028-08-13 F2 · price: The reporting person was granted stock options on August 13, 2018, under the ADT Inc. 2018 Omnibus Incentive Plan. The stock options will "cliff vest" and become exercisable as to 100% of the stock options for $9.15 per share on the third anniversary of the grant, generally subject to the reporting person's continued employment through such date. F2 · derivative.exercise_date: The reporting person was granted stock options on August 13, 2018, under the ADT Inc. 2018 Omnibus Incentive Plan. The stock options will "cliff vest" and become exercisable as to 100% of the stock options for $9.15 per share on the third anniversary of the grant, generally subject to the reporting person's continued employment through such date. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 18:53 UTC | ADT Inc. ADT · Entity 3866 | GrantRestricted Stock Units | 32,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-18-000038 · wf-form4_153435920640304.xml · nonDerivative · entry 2 Koedijk Jochen · CIK 0001748649 · SVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,786 F1 · shares: Each restricted stock unit ("RSU") was received as a grant under the ADT Inc. 2018 Omnibus Incentive Plan on August 13, 2018 for no consideration, and represents a contingent right to receive one share of ADT Inc. common stock upon vesting and settlement. The RSUs will "cliff vest" as to 100% of the RSUs on the third anniversary of the grant, generally subject to the reporting person's continued employment through such date. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 18:53 UTC | ADT Inc. ADT · Entity 3866 | GrantRestricted Stock Units | 240,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-18-000038 · wf-form4_153435920640304.xml · nonDerivative · entry 1 Koedijk Jochen · CIK 0001748649 · SVP & Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,000 F1 · shares: Each restricted stock unit ("RSU") was received as a grant under the ADT Inc. 2018 Omnibus Incentive Plan on August 13, 2018 for no consideration, and represents a contingent right to receive one share of ADT Inc. common stock upon vesting and settlement. The RSUs will "cliff vest" as to 100% of the RSUs on the third anniversary of the grant, generally subject to the reporting person's continued employment through such date. 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.