Welcome to our dedicated page for ADT SEC filings (Ticker: ADT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
ADT Inc. filings document the company’s smart home security business, operating results, capital allocation and governance as a public issuer. Form 8-K reports cover quarterly and annual financial results, common stock dividends, share repurchase authorizations, secondary offering-related capital-structure matters and material agreements tied to ADT’s financing arrangements.
Regulatory disclosures also describe the completed Origin AI acquisition, commercial licensing arrangements for AI-enabled Wi-Fi sensing technology, credit agreement amendments involving ADT subsidiaries, cybersecurity incident response matters and proxy voting topics. Proxy materials address board governance, executive compensation, equity awards and shareholder voting matters, while capital disclosures reference common stock and Class B common stock.
ADT Inc. executive Jeffrey Likosar reported a Form 4 showing a tax-related share disposition rather than an open-market sale. On March 1, 2026, 21,720 shares of ADT common stock were withheld at $8.02 per share to satisfy withholding taxes on restricted stock units that vested the same day.
After this withholding, Likosar held 608,194.692 ADT common shares directly. He also reported indirect ownership of 1,899,274 shares through JSKC LLC, an LLC where he is a member and manager, and 575,280 shares through MTCF LLC.
ADT Inc. executive David W. Smail, EVP, CLO and Secretary, reported a tax-related share disposition. On 3/01/2026, 14,463 shares of common stock were withheld at $8.02 per share to satisfy withholding taxes on vested restricted stock units. After this withholding, he directly owned 385,283.835 shares.
ADT Inc. executive Todd Dernberger, EVP and Chief Growth Officer, reported a tax-related share disposition. On 03/01/2026, 5,176 shares of common stock at $8.02 per share were withheld to cover taxes on vested restricted stock units. After this withholding, he directly held 51,116.437 shares of ADT common stock.
ADT Inc. executive Steven Burzo, VP, CAO & Controller, had 5,307 shares of common stock disposed of at $8.02 per share to satisfy withholding taxes on restricted stock units that vested on March 1, 2026. After this tax-withholding transaction, he directly holds 60,697.053 shares of ADT common stock.
ADT Inc. describes its business, strategy, and key risks as a leading U.S. residential and small‑business security and smart home provider. The company serves about 6.1 million monitoring subscribers and focuses on its ADT+ platform, cloud migration, and expanded DIY offerings.
ADT highlights its partnerships with Google and State Farm, including Google’s Success Funds and a long‑term Google Cloud services commitment, and notes the expiration of its State Farm development agreement. It reports major shareholders, extensive use of AI and ambient sensing, and a recent acquisition of Origin AI for presence‑detection technology.
The filing details competitive pressures from cable, telecom, and DIY security brands; operational dependencies on third‑party suppliers and dealers; seasonality from housing moves; and a wide range of regulatory, cybersecurity, AI, and macroeconomic risks that could materially affect business performance.
ADT Inc. reported 2025 results showing steady growth and strong cash generation while stepping up direct returns to shareholders. Total revenue rose 5% to $5.1 billion. GAAP earnings per share from continuing operations increased 3% to $0.68, while adjusted EPS grew 19% to $0.89.
Net cash from operating activities was $1.9 billion and adjusted free cash flow (including interest rate swaps) rose 16% to $863 million. ADT returned $791 million to shareholders in 2025, including $604 million of share repurchases that retired 78 million shares and $187 million of dividends. The board has now authorized a new three‑year share repurchase plan for up to $1.5 billion and declared a dividend of $0.055 per share payable April 2, 2026.
The company introduced a refreshed multi‑year framework targeting compound annual growth of 5% in revenue, 10% in adjusted EPS, and more than 10% in adjusted free cash flow, and expects 2026 adjusted free cash flow (including interest rate swaps) to grow about 20% with revenue and adjusted EPS roughly flat as it prioritizes cash flow and investment in growth initiatives.
ADT Inc. has acquired Origin Wireless, Inc. (Origin AI), a privately held company specializing in AI-enabled Wi‑Fi sensing technology, for $170 million in cash, subject to customary purchase price adjustments. Origin AI’s technology detects human presence and motion without cameras, audio, or wearables, and will be integrated into ADT’s platform to enhance home security, reduce false alarms, and support smart home and aging-in-place applications.
ADT expects to begin commercializing offerings using Origin’s AI sensing in 2027. In a related move, ADT, Origin AI, and Verisure signed a five-year renewable commercial agreement valued at $30 million over five years for development services, plus a per-household activation fee. The agreement gives Verisure expanded rights, defined exclusivity for professionally monitored security in Europe and Latin America, and ongoing collaboration to scale AI-driven security across its European and Latin American customer base.
Apollo-affiliated investment entities report a significant ownership stake in ADT Inc. They collectively report beneficial ownership of 102,000,366 shares of ADT common stock, representing 13.3% of the company’s outstanding shares.
The ownership is held through several related Delaware partnerships and LLCs, including Prime Security Services TopCo (ML), L.P. with 95,314,250 shares (12.5%) and Prime Security Services TopCo (ML II), L.P. with 6,686,116 shares (0.9%). All reporting entities have zero sole voting or dispositive power but share voting and dispositive power over these shares. The percentages are based on 765,018,211 ADT shares outstanding as of October 28, 2025, as disclosed in ADT’s Form 10-Q.
AQR Capital Management, LLC and its parent AQR Capital Management Holdings, LLC report a passive ownership stake in ADT Inc. They beneficially own 44,938,803 shares of ADT common stock, representing 5.87% of the outstanding class as of the reported date.
The firms have shared voting and dispositive power over all of these shares and no sole voting or dispositive power. They certify the position is held in the ordinary course of business and not for the purpose of changing or influencing control of ADT.
ADT Inc. executive Kimberly Miller, listed as EVP, CMO & Comm. Officer, filed an initial ownership report on Form 3. The filing states that no securities are beneficially owned, and the non-derivative and derivative holdings tables contain no positions. A power of attorney for the attorney-in-fact, MaryJon Donnelly, is included with the filing.