Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADT Inc.ADT · Entity 3866 | VP, CAO & Controller | March 05, 2026 | March 09, 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 March 05, 2026 · Filed March 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.74 · Expires 2036-03-05 | Direct | 166,913 |
Reported balance
After 2026-03-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-03-05 · Grant · Acquired 166,913 · Balance 166,913 F1: The option vests in three equal annual installments on 3/05/2027, 3/05/2028 and 3/05/2029. |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests in three equal annual installments on 3/05/2027, 3/05/2028 and 3/05/2029.
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 05, 2026 Filed Mar 9, 2026 17:29 UTC | ADT Inc. ADT · Entity 3866 | GrantEmployee Stock Option (right to buy) · Derivative | 166,913 | $0.00 Strike: $6.74 | $0.00 |
DisclosureSEC source: 0001922453-26-000006 · wk-form4_1773091789.xml · derivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,913 Underlying: Common Stock · 166,913 shares Expires 2036-03-05 F1 · derivative.exercise_date: The option vests in three equal annual installments on 3/05/2027, 3/05/2028 and 3/05/2029. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 16:26 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 5,307 | $8.02 | $42,562.14 |
DisclosureSEC source: 0001922453-26-000004 · wk-form4_1772573189.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,697.053 F1 · shares: Represents shares withheld to satisfy the withholding tax obligation due on restricted stock units ("RSUs") which vested on 3/01/2026. Read SEC document |
| January 08, 2026 Filed Jan 12, 2026 16:46 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 79.312 | $0.00 | $0.00 |
DisclosureSEC source: 0001922453-26-000002 · wk-form4_1768254364.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,004.053 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 January 8, 2026, and which vest on March 1, 2026 Read SEC document |
| October 02, 2025 Filed Oct 6, 2025 16:35 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 73.741 | $0.00 | $0.00 |
DisclosureSEC source: 0001922453-25-000003 · wk-form4_1759782921.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,924.741 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 October 2, 2025, and which vest on March 1, 2026 F2 · shares: Amounts include fractional shares, which were not previously reported due to brokerage reporting practices. Read SEC document |
| July 08, 2025 Filed Jul 10, 2025 17:05 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-25-000117 · wk-form4_1752181551.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,851 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 09, 2025 Filed May 13, 2025 16:54 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 1,822 | $8.33 | $15,177.26 |
DisclosureSEC source: 0001703056-25-000076 · wk-form4_1747169679.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,775 F1 · shares: Represents shares withheld to satisfy the withholding tax obligation due on restricted stock units ("RSUs") which vested on 5/09/2025. Read SEC document |
| April 10, 2025 Filed Apr 11, 2025 16:32 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 110 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-25-000064 · wk-form4_1744403546.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,597 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 31, 2025 Filed Apr 2, 2025 18:22 UTC | ADT Inc. ADT · Entity 3866 | GrantEmployee Stock Option (right to buy) · Derivative | 5,836 | $0.00 Strike: $6.46 | $0.00 |
DisclosureSEC source: 0001703056-25-000043 · wk-form4_1743632543.xml · derivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,347 Underlying: Common Stock · 5,836 shares Expires 2027-06-29 F1 · shares: Represents stock options that were granted in 2017 subject to performance-based vesting requirements. After assessing a variety of factors, including alignment of holders' incentives with those of a majority of ADT 's stockholders, the compensation committee of the Board of Directors of ADT Inc. deemed the performance conditions satisfied with respect to these securities, effective March 31, 2025. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 16:13 UTC | ADT Inc. ADT · Entity 3866 | GrantEmployee Stock Option (right to buy) · Derivative | 148,221 | $0.00 Strike: $7.59 | $0.00 |
DisclosureSEC source: 0001703056-25-000031 · wk-form4_1741295627.xml · derivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,221 Underlying: Common Stock · 148,221 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 16:11 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 2,678 | $8.19 | $21,932.82 |
DisclosureSEC source: 0001703056-25-000024 · wk-form4_1741122698.xml · nonDerivative · entry 2 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,487 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 16:11 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 5,164 | $8.19 | $42,293.16 |
DisclosureSEC source: 0001703056-25-000024 · wk-form4_1741122698.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,165 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 16:17 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-25-000004 · wk-form4_1736803036.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,329 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 |
| October 04, 2024 Filed Oct 8, 2024 16:05 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 256 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-24-000093 · wk-form4_1728417952.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,064 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 16:22 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 257 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-24-000076 · wk-form4_1720729342.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,808 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 21, 2024 Filed May 23, 2024 19:03 UTC | ADT Inc. ADT · Entity 3866 | GrantEmployee Stock Option (right to buy) · Derivative | 5,837 | $0.00 Strike: $6.46 | $0.00 |
DisclosureSEC source: 0001703056-24-000053 · wk-form4_1716505385.xml · derivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,837 Underlying: Common Stock · 5,837 shares Expires 2027-06-29 F1 · shares: Represents stock options that were granted in 2017 subject to performance-based vesting requirements. On May 21, 2024, after assessing a variety of factors, including alignment of holders' incentives with those of a majority of ADT 's stockholders, each of the executive committee and compensation committee of the Board of Directors of ADT Inc. deemed the performance conditions satisfied with respect to these securities. Read SEC document |
| May 09, 2024 Filed May 13, 2024 16:16 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 1,765 | $7.00 | $12,355.00 |
DisclosureSEC source: 0001703056-24-000052 · wk-form4_1715631384.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,551 F1 · shares: Represents shares withheld to satisfy the withholding tax obligation due on restricted stock units which vested on 5/09/24. Read SEC document |
| April 04, 2024 Filed Apr 8, 2024 16:25 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 328 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-24-000037 · wk-form4_1712607936.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,316 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 16:17 UTC | ADT Inc. ADT · Entity 3866 | GrantEmployee Stock Option (right to buy) · Derivative | 172,811 | $0.00 Strike: $6.51 | $0.00 |
DisclosureSEC source: 0001703056-24-000029 · wk-form4_1710274644.xml · derivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,811 Underlying: Common Stock · 172,811 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 16:19 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 1,471 | $7.30 | $10,738.30 |
DisclosureSEC source: 0001703056-24-000021 · wk-form4_1709673551.xml · nonDerivative · entry 2 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,988 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 16:19 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 4,972 | $7.30 | $36,295.60 |
DisclosureSEC source: 0001703056-24-000021 · wk-form4_1709673551.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,459 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 17:09 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 323 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-24-000003 · wk-form4_1705010950.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,431 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 |
| October 04, 2023 Filed Oct 6, 2023 16:16 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 338 | $6.22 | $2,102.36 |
DisclosureSEC source: 0001703056-23-000169 · wk-form4_1696623365.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,108 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 19:09 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 345 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-23-000125 · wk-form4_1688771389.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,770 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 09, 2023 Filed May 10, 2023 16:20 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 1,065 | $6.05 | $6,443.25 |
DisclosureSEC source: 0001703056-23-000117 · wk-form4_1683749988.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,425 F1 · shares: Represents shares withheld to satisfy the withholding tax obligation due on restricted stock units which vested on 5/09/23. Read SEC document |
| April 04, 2023 Filed Apr 6, 2023 16:40 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 321 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-23-000088 · wf-form4_168081360744212.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,490 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 09, 2023 Filed Mar 10, 2023 16:40 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 1,629 | $7.63 | $12,429.27 |
DisclosureSEC source: 0001703056-23-000080 · wf-form4_167848443036676.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,169 F1 · shares: Represents shares withheld to satisfy the withholding tax obligation due on restricted stock units which vested on 3/09/2023. Read SEC document |
| March 02, 2023 Filed Mar 3, 2023 17:07 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 1,788 | $7.58 | $13,553.04 |
DisclosureSEC source: 0001703056-23-000061 · wf-form4_167788119449571.xml · nonDerivative · entry 3 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,798 F3 · 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 17:07 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 32,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-23-000061 · wf-form4_167788119449571.xml · nonDerivative · entry 2 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,586 F2 · 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 |
| March 01, 2023 Filed Mar 3, 2023 17:07 UTC | ADT Inc. ADT · Entity 3866 | Tax withholdingCommon Stock | 1,651 | $7.60 | $12,547.60 |
DisclosureSEC source: 0001703056-23-000061 · wf-form4_167788119449571.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,692 F1 · shares: Represents shares withheld to satisfy the withholding tax obligation due on restricted stock units ("RSUs") which vested on 3/01/2023. Read SEC document |
| January 04, 2023 Filed Jan 6, 2023 17:14 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 189 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-23-000024 · wf-form4_167304323768938.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,343 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 2, 2025. Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 19:28 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 208 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-22-000217 · wf-form4_166509888265354.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,154 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 2, 2025. Read SEC document |
| July 05, 2022 Filed Jul 6, 2022 18:22 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 266 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-22-000159 · wf-form4_165714615364255.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,946 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 2, 2025. Read SEC document |
| May 09, 2022 Filed May 11, 2022 16:27 UTC | ADT Inc. ADT · Entity 3866 | GrantCommon Stock | 12,878 | $0.00 | $0.00 |
DisclosureSEC source: 0001703056-22-000128 · wf-form4_165230084935845.xml · nonDerivative · entry 1 Burzo Steven · CIK 0001922453 · VP, CAO & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,680 F1 · shares: Reflects an award of restricted stock units which vest in equal increments on 5/9/2023, 5/9/2024 and 5/9/2025 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.