Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADT Inc.ADT · Entity 3866 | Pres Corp Dev & Trans. & CFO | May 29, 2026 | June 02, 2026 |
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 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 623,194.692 |
Reported balance
After 2026-05-29 transaction · row 1
1 source rowRow 1 · 2026-05-29 · Purchase · Acquired 15,000 · Balance 623,194.692 |
| Common StockSEC Table I · non-derivative | IndirectJSKC LLC | 1,899,274 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,899,274 F1: An LLC of which the reporting person is member and manager. |
| Common StockSEC Table I · non-derivative | IndirectMTCF LLC | 575,280 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 575,280 F1: An LLC of which the reporting person is member and manager. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.74 · Expires 2036-03-05 | IndirectMTCF LLC | 1,112,759 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 1,112,759 F2: The option vests in three equal annual installments on 3/05/2027, 3/05/2028 and 3/05/2029. F3: Reflects the transfer of 1,112,759 options from direct ownership to indirect ownership by MTCF LLC ("MTCF") on April 2, 2026. The reporting person is member and manager of MTCF. This transfer merely changed the form of beneficial ownership and was exempt from reporting pursuant to Rule 16a-13. F1: An LLC of which the reporting person is member and manager. |
Filing footnotes · ownership attribution and instrument terms
F1: An LLC of which the reporting person is member and manager.
F2: The option vests in three equal annual installments on 3/05/2027, 3/05/2028 and 3/05/2029.
F3: Reflects the transfer of 1,112,759 options from direct ownership to indirect ownership by MTCF LLC ("MTCF") on April 2, 2026. The reporting person is member and manager of MTCF. This transfer merely changed the form of beneficial ownership and was exempt from reporting pursuant to Rule 16a-13.
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 02, 2022 Filed Mar 3, 2022 22:30 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 145,939 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-22-000057 · wf-form4_164634662822188.xml · nonDerivative · entry 2 Likosar Jeffrey · CIK 0001722727 · CFO & President, Corp. Dev. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 850,749 F2 · 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 |
| March 01, 2022 Filed Mar 3, 2022 22:30 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 17,168 | $7.47 | $128,244.96 |
DisclosureSEC source: 0001703056-22-000057 · wf-form4_164634662822188.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · CFO & President, Corp. Dev. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 704,810 F1 · shares: Represents shares withheld to satisfy the withholding tax obligation due on restricted stock units ("RSUs") which vested on 03/01/2022. Read SEC document |
| January 04, 2022 Filed Jan 6, 2022 22:11 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 1,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-22-000021 · wf-form4_164150709460977.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · CFO & President, Corp. Dev. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 721,978 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 |
| October 17, 2021 Filed Oct 19, 2021 20:34 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 11,025 | $8.48 | $93,492.00 |
DisclosureSEC source: 0001703056-21-000173 · wf-form4_163467565237017.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · CFO & President, Corp. Dev. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,088,144 F1 · shares: Represents shares withheld to satisfy the withholding tax obligation due on Restricted Stock which vested on 10/17/21. Read SEC document |
| October 05, 2021 Filed Oct 7, 2021 20:23 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 1,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-21-000166 · wf-form4_163363822386367.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · CFO & President, Corp. Dev. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,099,139 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 |
| July 01, 2021 Filed Jul 2, 2021 20:16 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 933 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-21-000129 · wf-form4_162525694774721.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · CFO & President, Corp. Dev. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,097,916 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 |
| April 01, 2021 Filed Apr 2, 2021 20:20 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 1,196 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-21-000078 · wf-form4_161739476299382.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,096,983 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 |
| March 14, 2021 Filed Mar 16, 2021 20:36 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 12,077 | $8.32 | $100,480.64 |
DisclosureSEC source: 0001703056-21-000056 · wf-form4_161592697569036.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,095,787 F1 · shares: Represents shares withheld to satisfy the withholding tax obligation due on restricted stock units which vested on 3/14/21. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 22:12 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 109,699 | $7.61 | $834,809.39 |
DisclosureSEC source: 0001703056-21-000047 · wf-form4_161550074189642.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,107,864 F1 · shares: Represents shares withheld to satisfy the withholding tax obligation due on restricted stock units which vested on 3/9/21. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:45 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 129,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-21-000031 · wf-form4_161480791843059.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,217,563 F1 · shares: Reflects the 2021 annual grant of Restricted Stock Units ("RSUs") which vest in equal increments on 3/1/2022, 3/1/2023 and 3/1/2024. Read SEC document |
| January 18, 2021 Filed Jan 20, 2021 22:16 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 16,923 | $8.78 | $148,583.94 |
DisclosureSEC source: 0001703056-21-000007 · wf-form4_161118099028796.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,088,365 F1 · shares: Represents shares withheld to satisfy the withholding tax obligation due on Restricted Stock which vested on 1/18/21. F2 · balance_after: Includes 1,318 Dividend Equivalent Units awarded on January 4, 2021 with respect to awards of Restricted Stock and Restricted Stock Units and which vest on various dates through March 9, 2023. Read SEC document |
| October 17, 2020 Filed Oct 19, 2020 22:33 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 11,025 | $7.94 | $87,538.50 |
DisclosureSEC source: 0001703056-20-000117 · wf-form4_160314679284168.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,103,970 F1 · shares: Represents shares withheld to satisfy the withholding tax obligation due on Restricted Stock which vested on 10/17/20. F2 · balance_after: Includes the following Dividend Equivalent Units awarded during 2020 with respect to awards of Restricted Stock and Restricted Stock Units and which vest on various dates through March 9, 2023: (i) 2,474 received on April 2; (ii) 1,329 received on July 2; and (iii) 1,256 received on October 2. Read SEC document |
| September 18, 2020 Filed Sep 21, 2020 21:42 UTC | ADT Inc. ADT · Entity 3866 | SaleCommon Stock | 77,746 | $10.00 | $777,460.00 |
DisclosureSEC source: 0001703056-20-000113 · wf-form4_160072454486079.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,113,739 F1 · shares: Such shares were sold in connection with a secondary public offering pursuant to a registration statement on Form S-3 (Registration No. 333-248821) by certain investment funds managed directly or indirectly by Apollo Global Management, Inc. and its subsidiaries and affiliates ("Apollo") and certain of the Company's current and former executive officers. Apollo permitted such individuals to sell up to the same percentage ownership as sold by Apollo in the offering solely with respect to their shares received prior to the Company's initial public offering and referred to as "distributed shares" which are governed by the terms of a Management Investor Rights Agreement with Apollo. Read SEC document |
| March 14, 2020 Filed Mar 17, 2020 21:39 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 11,817 | $4.70 | $55,539.90 |
DisclosureSEC source: 0001703056-20-000053 · wf-form4_158448113444221.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,187,682 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 21:42 UTC | ADT Inc. ADT · Entity 3866 | GrantStock Options · Derivative | 1,231,762 | $0.00 Strike: $5.27 | $0.00 |
DisclosureSEC source: 0001703056-20-000028 · wf-form4_158396291943304.xml · derivative · entry 3 Likosar Jeffrey · CIK 0001722727 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,231,762 Underlying: Common Stock · 1,231,762 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 21:42 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 642,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-20-000028 · wf-form4_158396291943304.xml · nonDerivative · entry 2 Likosar Jeffrey · CIK 0001722727 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,199,499 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 80,906 RSUs and 334 Dividend Equivalent Units ("DEUs") previously reported in Table II and 13,307 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 21:42 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 189,753 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-20-000028 · wf-form4_158396291943304.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · EVP, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,557,092 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 80,906 RSUs and 334 Dividend Equivalent Units ("DEUs") previously reported in Table II and 13,307 previously unreported DEUs awarded with respect to awards of RSUs and which vest on various dates through March 14, 2022. Read SEC document |
| October 17, 2019 Filed Oct 22, 2019 00:07 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 11,025 | $7.01 | $77,285.25 |
DisclosureSEC source: 0000950142-19-002113 · es1901169_4-likosar.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,236,791 F1 · shares: Represents restricted shares of the Issuer's common stock withheld to satisfy the reporting person's withholding tax obligations upon the vesting of restricted shares issued under the Issuer's 2018 Omnibus Incentive Plan. Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 20:21 UTC | ADT Inc. ADT · Entity 3866 | GrantStock Options · Derivative | 239,234 | $0.00 Strike: $6.18 | $0.00 |
DisclosureSEC source: 0001703056-19-000067 · wf-form4_155294046349302.xml · derivative · entry 2 Likosar Jeffrey · CIK 0001722727 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,234 Underlying: Common Stock · 239,234 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 20:21 UTC | ADT Inc. ADT · Entity 3866 | GrantRestricted Stock Units · Derivative | 80,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-19-000067 · wf-form4_155294046349302.xml · derivative · entry 1 Likosar Jeffrey · CIK 0001722727 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,906 Underlying: Common Stock · 80,906 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 22:17 UTC | ADT Inc. ADT · Entity 3866 | GrantRestricted Stock Units · Derivative | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-19-000022 · wf-form4_154689941600900.xml · derivative · entry 1 Likosar Jeffrey · CIK 0001722727 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,335 Underlying: Common Stock · 190 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 January 18, 2021. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| October 17, 2018 Filed Oct 17, 2018 21:29 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 11,025 | $7.77 | $85,664.25 |
DisclosureSEC source: 0001703056-18-000073 · wf-form4_153981176934840.xml · nonDerivative · entry 2 Likosar Jeffrey · CIK 0001722727 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,247,816 F2 · shares: Represents restricted shares of the Issuer's common stock withheld to satisfy the reporting person's withholding tax obligations upon the vesting of restricted shares issued under the Issuer's 2018 Omnibus Incentive Plan. Read SEC document |
| October 15, 2018 Filed Oct 17, 2018 21:29 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 112,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-18-000073 · wf-form4_153981176934840.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,258,841 F1 · shares: Represents restricted shares of the Issuer's common stock granted under the Issuer's 2018 Omnibus Incentive Plan pursuant to the reporting person's employment agreement with the Issuer, which shares will vest in 4 equal installments annually on October 17, 2018, October, 17, 2019, October 17, 2020 and October 17, 2021, generally subject to the reporting person's continued service to the Issuer. Read SEC document |
| October 02, 2018 Filed Oct 4, 2018 20:21 UTC | ADT Inc. ADT · Entity 3866 | GrantRestricted Stock Units · Derivative | 144 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-18-000067 · wf-form4_153868449301176.xml · derivative · entry 1 Likosar Jeffrey · CIK 0001722727 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,145 Underlying: Common Stock · 144 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 January 18, 2021. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| July 10, 2018 Filed Jul 12, 2018 21:33 UTC | ADT Inc. ADT · Entity 3866 | GrantDividend Equivalent Units | 146 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-18-001526 · es1800867_4-likosar.xml · nonDerivative · entry 2 Likosar Jeffrey · CIK 0001722727 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,182,775 F2 · security: Dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on January 18, 2021. Read SEC document |
| April 05, 2018 Filed Jul 12, 2018 21:33 UTC | ADT Inc. ADT · Entity 3866 | GrantDividend Equivalent Units | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-18-001526 · es1800867_4-likosar.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,182,629 F1 · security: Dividend equivalent units, which are being awarded with respect to awards of restricted stock units and which vest on January 18, 2021. Due to an administrative oversight, this transaction is being reported late. Read SEC document |
| January 23, 2018 Filed Jan 25, 2018 21:30 UTC | ADT Inc. ADT · Entity 3866 | OtherCommon Stock | 1,146,774 | $14.00 | $16,054,836.00 |
DisclosureSEC source: 0000950142-18-000204 · es1800204_4-likosar.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,146,774 F1 · kind: On November 21, 2016, the reporting person was granted Class B units in Prime Security Services TopCo Parent, L.P. (the "November 2016 Award"). On January 23, 2018, shares of ADT Inc. common stock were distributed to the reporting person (the "Distributed Shares") by Prime Security Services TopCo Parent, L.P. in redemption of the November 2016 Award. The Distributed Shares reported vest in the same manner as the "service tranche" of the November 2016 Award. Twenty percent of the Distributed Shares reported in Table I for the November 2016 Award are vested as of the date of the redemption and distribution, and the remainder of the Distributed Shares reported in Table I will vest as to 20% on May 2, 2018 and the remainder on July 23, 2018, generally subject to the reporting person's continued employment through each such date. Read SEC document |
| January 18, 2018 Filed Jan 23, 2018 02:40 UTC | ADT Inc. ADT · Entity 3866 | GrantStock Options · Derivative | 131,302 | $14.00 Strike: $14.00 | $1,838,228.00 |
DisclosureSEC source: 0000950142-18-000162 · es1800187_4-likosar.xml · derivative · entry 3 Likosar Jeffrey · CIK 0001722727 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,302 Underlying: Stock Options · 131,302 shares Expires 2028-01-18 F3 · derivative.exercise_date: The reporting person was granted stock options on January 18, 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 on the third anniversary of the date of grant, generally subject to the reporting person's continued employment through such date. Read SEC document |
| January 18, 2018 Filed Jan 23, 2018 02:40 UTC | ADT Inc. ADT · Entity 3866 | GrantStock Options · Derivative | 794,821.5 | $14.00 Strike: $14.00 | $11,127,501.00 |
DisclosureSEC source: 0000950142-18-000162 · es1800187_4-likosar.xml · derivative · entry 2 Likosar Jeffrey · CIK 0001722727 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 794,821.5 Underlying: Stock Options · 794,821.5 shares Expires 2028-01-18 F1 · derivative.exercise_date: On November 21, 2016, the reporting person was granted Class B units in Prime Security Services TopCo Parent, L.P. (the "November 2016 Award"). On January 18, 2018, the reporting person was granted stock options under the ADT Inc. 2018 Omnibus Incentive Plan. The stock options reported in Table II vest in the same manner as the "service tranche" of the November 2016 Award (the "Top-Up Options"). Twenty percent of the Top-Up Options reported in Table II for the November 2016 Award are vested and exercisable as of the date of grant and the remainder of the Top-Up Options reported in Table II will vest and become exercisable as to 20% on May 2, 2018, and the remainder on July 23, 2018, generally subject to the reporting person's continued employment through each such date. Read SEC document |
| January 18, 2018 Filed Jan 23, 2018 02:40 UTC | ADT Inc. ADT · Entity 3866 | GrantRestricted Stock Units | 35,714 | $0.00 | $0.00 |
DisclosureSEC source: 0000950142-18-000162 · es1800187_4-likosar.xml · nonDerivative · entry 1 Likosar Jeffrey · CIK 0001722727 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,714 F2 · shares: Each restricted stock unit ("RSU") was received as a grant under the ADT Inc. 2018 Omnibus Incentive Plan on January 18, 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 date of 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.