Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADT Inc.ADT · Entity 3866 | EVP, Chf Marketing & Comm Off | July 08, 2025 | July 10, 2025 |
| House of Doge Inc.TBH · Entity 7658 | Director | July 18, 2025 | October 29, 2025 |
| Latham Group, Inc.SWIM · Entity 5107 | Director | May 01, 2026 | May 04, 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 July 08, 2025 · Filed July 10, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 149,952 |
Reported balance
After 2025-07-08 transaction · row 1
1 source rowRow 1 · 2025-07-08 · Grant · Acquired 229 · Balance 149,952 F1: Represents dividend equivalent units, which accrued in accordance with the terms of the restricted stock units based on the closing price per share of Common Stock as of July 8, 2025, and which vest on March 1, 2026 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents dividend equivalent units, which accrued in accordance with the terms of the restricted stock units based on the closing price per share of Common Stock as of July 8, 2025, and which vest on March 1, 2026
House of Doge Inc.
Report date July 18, 2025 · Filed October 29, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.00 · Expires 2030-07-18 | Direct | 100,000 |
Reported balance
After 2025-07-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-07-18 · Grant · Acquired 100,000 · Balance 100,000 F1: On July 18, 2025, the Board of Directors of the Company granted the stock options ("Options"), which were issued pursuant to the Company's 2024 Omnibus Incentive Plan. The Options are fully vested, immediately exercisable and shall expire on July 18, 2030. |
Filing footnotes · ownership attribution and instrument terms
F1: On July 18, 2025, the Board of Directors of the Company granted the stock options ("Options"), which were issued pursuant to the Company's 2024 Omnibus Incentive Plan. The Options are fully vested, immediately exercisable and shall expire on July 18, 2030.
Latham Group, Inc.
Report date May 01, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock, par value $0.0001 per shareSEC Table I · non-derivative | Direct | 102,409 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 17,677 · Balance 102,409 F1: Represents a restricted stock unit grant that vests on the first anniversary of May 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a restricted stock unit grant that vests on the first anniversary of May 1, 2026.
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 01, 2026 Filed May 4, 2026 22:27 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon stock, par value $0.0001 per share | 17,677 | $0.00 | $0.00 |
DisclosureSEC source: 0001967217-26-000001 · wk-form4_1777933675.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,409 F1 · shares: Represents a restricted stock unit grant that vests on the first anniversary of May 1, 2026. Read SEC document |
| July 18, 2025 Filed Oct 29, 2025 16:40 UTC | House of Doge Inc. TBH · Entity 7658 | GrantStock option (right to buy) · Derivative | 100,000 | $0.00 Strike: $1.00 | $0.00 |
DisclosureSEC source: 0001213900-25-103361 · ownership.xml · derivative · entry 1 Jackson DeLu · CIK 0001967217 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2030-07-18 F1 · shares: On July 18, 2025, the Board of Directors of the Company granted the stock options ("Options"), which were issued pursuant to the Company's 2024 Omnibus Incentive Plan. The Options are fully vested, immediately exercisable and shall expire on July 18, 2030. Read SEC document |
| July 08, 2025 Filed Jul 10, 2025 21:07 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 229 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-25-000118 · wk-form4_1752181615.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · EVP, Chf Marketing & Comm Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,952 F1 · shares: Represents dividend equivalent units, which accrued in accordance with the terms of the restricted stock units based on the closing price per share of Common Stock as of July 8, 2025, and which vest on March 1, 2026 Read SEC document |
| May 01, 2025 Filed May 2, 2025 20:22 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon Stock, par value $0.0001 per share | 16,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-011794 · form4-05022025_080537.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,732 F1 · shares: Represents a restricted stock unit grant that vests on the first anniversary of May 1, 2025. Read SEC document |
| April 10, 2025 Filed Apr 11, 2025 20:27 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-25-000061 · wk-form4_1744403215.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · EVP, Chf Marketing & Comm Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,723 F1 · shares: Represents dividend equivalent units, which accrued in accordance with the terms of the restricted stock units based on the closing price per share of Common Stock as of April 3, 2025, and which vest on various dates through March 1, 2026 Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 21:17 UTC | ADT Inc. ADT · Entity 3866 | GrantEmployee Stock Option (right to buy) · Derivative | 395,256 | $0.00 Strike: $7.59 | $0.00 |
DisclosureSEC source: 0001703056-25-000034 · wk-form4_1741295831.xml · derivative · entry 1 Jackson DeLu · CIK 0001967217 · EVP, Chf Marketing & Comm Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 395,256 Underlying: Common Stock · 395,256 shares Expires 2035-03-04 F1 · derivative.exercise_date: These stock options vest in three equal increments on 3/04/2026, 3/04/2027 and 3/04/2028. Read SEC document |
| March 02, 2025 Filed Mar 4, 2025 21:15 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 5,034 | $8.19 | $41,228.46 |
DisclosureSEC source: 0001703056-25-000027 · wk-form4_1741122922.xml · nonDerivative · entry 2 Jackson DeLu · CIK 0001967217 · EVP, Chf Marketing & Comm Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,487 F2 · shares: Represents shares withheld to satisfy the withholding tax obligation due on RSUs which vested on 3/02/2025. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 21:15 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 14,230 | $8.19 | $116,543.70 |
DisclosureSEC source: 0001703056-25-000027 · wk-form4_1741122922.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · EVP, Chf Marketing & Comm Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,521 F1 · shares: Represents shares withheld to satisfy the withholding tax obligation due on restricted stock units ("RSUs") which vested on 3/01/2025. Read SEC document |
| January 09, 2025 Filed Jan 13, 2025 21:16 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 638 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-25-000003 · wk-form4_1736802985.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · EVP, Chf Marketing & Comm Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,751 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 2026. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 21:06 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 8,041 | $7.25 | $58,297.25 |
DisclosureSEC source: 0001703056-24-000109 · wk-form4_1730840794.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · EVP, Chf Marketing & Comm Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,113 F1 · shares: Represents shares withheld to satisfy the withholding tax obligation due on restricted stock units ("RSUs") which vested on 11/01/2024. Read SEC document |
| October 04, 2024 Filed Oct 8, 2024 20:09 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 776 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-24-000096 · wk-form4_1728418170.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · EVP, Chf Marketing & Comm Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,154 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, 2026. Read SEC document |
| July 09, 2024 Filed Jul 11, 2024 20:25 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-24-000078 · wk-form4_1720729496.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · EVP, Chf Marketing & Comm Off 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,378 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, 2026. Read SEC document |
| May 02, 2024 Filed May 3, 2024 21:13 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon Stock, par value $0.0001 per share | 36,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-012220 · form4-05032024_090511.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,918 F1 · shares: Represents a restricted stock unit grant that vests on the first anniversary of May 2, 2024. Read SEC document |
| April 04, 2024 Filed Apr 8, 2024 20:29 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 872 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-24-000040 · wk-form4_1712608155.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,607 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 1, 2026. Read SEC document |
| March 08, 2024 Filed Mar 12, 2024 20:19 UTC | ADT Inc. ADT · Entity 3866 | GrantEmployee Stock Option (right to buy) · Derivative | 460,829 | $0.00 Strike: $6.51 | $0.00 |
DisclosureSEC source: 0001703056-24-000031 · wk-form4_1710274781.xml · derivative · entry 1 Jackson DeLu · CIK 0001967217 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 460,829 Underlying: Common Stock · 460,829 shares Expires 2034-03-08 F1 · derivative.exercise_date: These stock options vest in three equal increments on 3/08/2025, 3/08/2026 and 3/08/2027. Read SEC document |
| March 02, 2024 Filed Mar 5, 2024 21:24 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 4,872 | $7.30 | $35,565.60 |
DisclosureSEC source: 0001703056-24-000024 · wk-form4_1709673870.xml · nonDerivative · entry 2 Jackson DeLu · CIK 0001967217 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,735 F2 · shares: Represents shares withheld to satisfy the withholding tax obligation due on RSUs which vested on 3/02/2024. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:24 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 13,880 | $7.30 | $101,324.00 |
DisclosureSEC source: 0001703056-24-000024 · wk-form4_1709673870.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,607 F1 · shares: Represents shares withheld to satisfy the withholding tax obligation due on restricted stock units ("RSUs") which vested on 3/01/2024. Read SEC document |
| January 09, 2024 Filed Jan 11, 2024 22:10 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 779 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-24-000004 · wk-form4_1705011020.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,487 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 2026. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:15 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 4,833 | $5.58 | $26,968.14 |
DisclosureSEC source: 0001703056-23-000188 · wk-form4_1699042528.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 191,708 F1 · shares: Represents shares withheld to satisfy the withholding tax obligation due on restricted stock units ("RSUs") which vested on 11/01/2023. Read SEC document |
| October 04, 2023 Filed Oct 6, 2023 20:24 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 922 | $6.22 | $5,734.84 |
DisclosureSEC source: 0001703056-23-000173 · wk-form4_1696623842.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,541 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 2026. Read SEC document |
| July 06, 2023 Filed Jul 7, 2023 23:17 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 944 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-23-000130 · wk-form4_1688771826.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,619 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, 2026. Read SEC document |
| May 05, 2023 Filed May 8, 2023 20:34 UTC | ADT Inc. ADT · Entity 3866 | PurchaseCommon Stock | 8,650 | $5.76 | $49,824.00 |
DisclosureSEC source: 0001703056-23-000116 · wk-form4_1683578057.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,675 Read SEC document |
| May 02, 2023 Filed May 4, 2023 21:05 UTC | Latham Group, Inc. SWIM · Entity 5107 | GrantCommon Stock, par value $0.0001 per share | 31,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-007317 · form4-05042023_090545.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,380 F1 · shares: Represents a restricted stock unit grant that vests on the first anniversary of May 2, 2023. Read SEC document |
| April 04, 2023 Filed Apr 6, 2023 20:41 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 815 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-23-000093 · wf-form4_168081368076503.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · EVP, Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,025 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, 2026. Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 22:09 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 3,573 | $7.58 | $27,083.34 |
DisclosureSEC source: 0001703056-23-000065 · wf-form4_167788135752208.xml · nonDerivative · entry 2 Jackson DeLu · CIK 0001967217 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,210 F2 · shares: Represents shares withheld to satisfy the withholding tax obligation due on RSUs which vested on 3/02/2023. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:09 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 98,684 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-23-000065 · wf-form4_167788135752208.xml · nonDerivative · entry 1 Jackson DeLu · CIK 0001967217 · EVP, Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,783 F1 · shares: Reflects the 2023 annual grant of RSUs which vest in equal increments on 3/01/2024, 3/01/2025 and 3/01/2026. 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.