CD&R Increases REZI Stake with Three Open-Market Purchases

Rhea-AI Filing Summary

CD&R Channel Holdings II, L.P. disclosed purchases of Resideo Technologies, Inc. (REZI) common stock on August 22 and August 25, 2025. The filings report three purchase transactions: 14,037 shares at a weighted average price of $32.6827, 20,589 shares at $33.9039, and 12,327 shares at $33.952, bringing the reported beneficial ownership to 12,862,161 shares held directly by CD&R Channel Holdings II, L.P. The report clarifies that CD&R Investment Associates XII, Ltd. is the general partner and CD&R Associates XII, L.P. may be deemed to beneficially own the shares; investment and voting decisions are made by an Investment Committee.

Positive

• Material open-market purchases: 14,037 shares at $32.6827, 20,589 shares at $33.9039, and 12,327 shares at $33.952, evidencing active accumulation by the reporting person.

Negative

• None.

Insights

Financial Analyst

TL;DR: Significant insider purchases increased CD&R's reported direct stake to 12.86 million REZI shares, signaling continued accumulation by a major holder.

The Form 4 shows three open-market purchases totaling 47,0?53 shares at weighted-average prices between $32.68 and $33.95, raising reported direct beneficial ownership to 12,862,161 shares. These are explicit acquisitions (code P) rather than derivative exercises. For investors, the filing documents that a large private-equity-affiliated holder and its affiliated entities are actively adding to their position, with purchase prices disclosed as weighted averages and ranges provided in footnotes.

Corporate Governance Expert

TL;DR: The filing documents coordinated disclosures across related entities; control and beneficial ownership are clearly described.

The Form 4 properly attributes direct ownership to CD&R Channel Holdings II, L.P. and discloses the GP and related limited-partner structures that may be deemed beneficial owners. It states that investment and voting decisions are made by an Investment Committee and includes the required footnote detail on weighted-average purchase prices. Signatures from the relevant reporting entities are provided, showing compliance with Section 16 reporting obligations.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

CD&R Channel Holdings II, L.P.

(Last) (First) (Middle)

C/O MAPLES CORPORATE SERVICES LTD, P.O.

BOX 309, UGLAND HOUSE, S CHURCH ST

(Street)

GEORGE TOWN, GRAND CAYMAN E9 KY1-1104

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
RESIDEO TECHNOLOGIES, INC. [ REZI ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
08/22/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

	Form filed by One Reporting Person
X	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/22/2025		P		14,037	A	$32.6827(1)	12,829,245	D(2)
Common Stock	08/22/2025		P		20,589	A	$33.9039(3)	12,849,834	D(2)
Common Stock	08/25/2025		P		12,327	A	$33.952(4)	12,862,161	D(2)

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

1. Name and Address of Reporting Person^*

CD&R Channel Holdings II, L.P.

(Last) (First) (Middle)

C/O MAPLES CORPORATE SERVICES LTD, P.O.

BOX 309, UGLAND HOUSE, S CHURCH ST

(Street)

GEORGE TOWN, GRAND CAYMAN E9 KY1-1104

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

CD&R Investment Associates XII, Ltd.

(Last) (First) (Middle)

C/O MAPLES CORPORATE SERVICES LTD, P.O.

BOX 309, UGLAND HOUSE, S CHURCH ST

(Street)

GEORGE TOWN, GRAND CAYMAN E9 KY1-1104

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

1. Name and Address of Reporting Person^*

CD&R Associates XII, L.P.

(Last) (First) (Middle)

C/O MAPLES CORPORATE SERVICES LTD, P.O.

BOX 309, UGLAND HOUSE, S CHURCH ST

(Street)

GEORGE TOWN, GRAND CAYMAN E9 KY1-1104

(City) (State) (Zip)

Relationship of Reporting Person(s) to Issuer

	Director	X	10% Owner
	Officer (give title below)		Other (specify below)

Explanation of Responses:

1. The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $32.37 to $32.95. The Reporting Person undertakes to provide to Resideo Technologies, Inc. (the "Issuer"), any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote and in footnotes 3 and 4.

2. These securities are owned directly by CD&R Channel Holdings II, L.P. ("CD&R Holdings II"). CD&R Investment Associates XII, Ltd. ("CD&R Holdings GP") is the general partner of CD&R Holdings II and may be deemed to beneficially own the reported securities. Investment and voting decisions with respect to the reported securities are made by majority vote of an investment committee (the "Investment Committee") of limited partners of CD&R Associates XII, L.P. ("CD&R Associates"), which may be deemed to beneficially own the reported securities. Each of CD&R Holdings GP and CD&R Associates, as well as each member of the Investment Committee, expressly disclaims beneficial ownership of the reported securities, except to the extent of their respective pecuniary interest therein.

3. The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $33.485 to $34.00.

4. The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $33.85 to $34.00.

	CD&R Channel Holdings II, L.P. By: CD&R Investment Associates XII, Ltd. its general partner By: /s/ Rima Simson Vice President, Treasurer, and Secretary	08/26/2025
	CD&R Investment Associates XII, Ltd. By: /s/ Rima Simson Vice President, Treasurer, and Secretary	08/26/2025
	CD&R Associates XII, L.P. By: CD&R Investment Associates XII, Ltd. its general partner By: /s/ Rima Simson Vice President, Treasurer, and Secretary	08/26/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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FAQ

What transactions did CD&R report on the Form 4 for REZI?

The Form 4 reports three open-market purchases: 14,037 shares on 08/22/2025 at a weighted average $32.6827; 20,589 shares on 08/22/2025 at $33.9039; and 12,327 shares on 08/25/2025 at $33.952.

How many REZI shares does CD&R report owning after these transactions?

The filing reports 12,862,161 shares beneficially owned by CD&R Channel Holdings II, L.P. following the reported purchases.

Who is identified as the direct and indirect owner in the filing?

The securities are owned directly by CD&R Channel Holdings II, L.P. The filing notes that CD&R Investment Associates XII, Ltd. is the general partner and CD&R Associates XII, L.P. may be deemed to beneficially own the shares, with an Investment Committee making investment and voting decisions.

What price ranges were the purchases executed at?

Footnotes state the purchases were executed in multiple transactions with prices ranging from $32.37 to $34.00 across the reported lots; weighted-average prices are provided for each reported lot.

Were the transactions purchases or exercises of derivatives?

All reported transactions are coded "P" indicating purchases of common stock (non-derivative), not derivative exercises.