Insider Purchases Raise CD&R Stake in Resideo to 12.8M Shares — REZI Form 4

Rhea-AI Filing Summary

CD&R entities reported purchases of Resideo Technologies, Inc. (REZI) common stock on August 19-21, 2025. CD&R Channel Holdings II, L.P. purchased 135,641 shares on 08/19/2025 at a weighted average price of $32.4113, 297,000 shares on 08/20/2025 at $31.9375, and 250,000 shares on 08/21/2025 at $32.1636, for a total of 682,641 shares acquired. Following these transactions, the filing reports 12,815,208 shares beneficially owned by the reporting group. The shares are owned directly by CD&R Channel Holdings II, L.P., with CD&R Investment Associates XII, Ltd. as general partner and CD&R Associates XII, L.P. involved via the investment committee; each entity disclaims beneficial ownership except for pecuniary interests. Footnotes disclose that reported prices are weighted averages across multiple trades within stated ranges.

Positive

• Substantial insider purchases: Reporting group acquired a total of 682,641 shares over three days.
• Transparent pricing disclosure: Weighted-average prices provided and footnotes offer transaction-level details upon request.
• Detailed ownership chain: Filing discloses direct ownership, general partner, and investment committee roles with customary disclaimers.

Negative

• No sale transactions reported to show any reduction in stake; filing only records purchases.
• Weighted-average pricing only: Specific per-trade counts at each price not included in the filing (available only upon request).

Insights

Financial Analyst

TL;DR: Significant insider purchases totaling 682,641 shares increase the reporting group’s stake to 12.8 million shares, shown at weighted-average prices around $32.

The transactions occurred over three consecutive days with weighted-average prices between $31.94 and $32.41. The filing shows direct ownership by CD&R Channel Holdings II, L.P. and potential beneficial ownership by affiliated entities through the general partner and investment committee structure. For investors, the record documents a material acquisition of shares by a major holder; the filing provides weighted-average price ranges and disclaims broader beneficial ownership beyond pecuniary interest.

Corporate Governance Expert

TL;DR: Governance disclosure clarifies ownership chain and disclaimers; multiple affiliated filers and signatures are properly documented.

The Form 4 identifies the reporting persons, their addresses, and relationship to the issuer as Director and 10% owner. The filing includes customary explanatory footnotes describing the ownership and voting decision process via an investment committee and contains the required signature block executed by an authorized signatory. The disclosure of weighted-average pricing and the offer to provide transaction-level details on request align with SEC transparency expectations.

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)
08/19/2025

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	08/19/2025		P		135,641	A	$32.4113(1)	12,268,208	D(2)
Common Stock	08/20/2025		P		297,000	A	$31.9375(3)	12,565,208	D(2)
Common Stock	08/21/2025		P		250,000	A	$32.1636(4)	12,815,208	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 $31.96 to $32.55. 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 $31.52 to $32.36.

4. The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $31.59 to $32.40.

	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	08/21/2025
	CD&R Investment Associates XII, Ltd. By: /s/ Rima Simson Vice President, Treasurer, and Secretary	08/21/2025
	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	08/21/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
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FAQ

How many Resideo (REZI) shares did CD&R acquire in this Form 4?

The reporting group acquired a total of 682,641 shares (135,641 on 08/19/2025, 297,000 on 08/20/2025, 250,000 on 08/21/2025).

What weighted-average prices were paid for the REZI shares?

Weighted-average prices reported were $32.4113 (08/19), $31.9375 (08/20), and $32.1636 (08/21).

How many REZI shares does the reporting group beneficially own after these transactions?

The filing reports 12,815,208 shares beneficially owned following the reported transactions.

Who is the direct owner of the reported securities?

The securities are owned directly by CD&R Channel Holdings II, L.P., with related CD&R entities identified as general partner and affiliated owners.

Does the filing provide per-trade pricing details?

No; the filing reports weighted-average prices and states that transaction-level information within the disclosed ranges is available on request.