ADT ADT Inc.
Price Chart
Executive Summary
ADT filed a proxy supplement withdrawing two director nominees after Apollo sold all its shares and its three designees resigned from the board. The board was reduced from 12 to 9 members, and Apollo-related bylaw references were removed. A simultaneous 8-K details a secondary offering of 102M shares and a 29M share repurchase by ADT.
Actionable Insight
The clean break from Apollo and the concurrent share repurchase provide near-term support, but the large secondary offering creates overhang. Watch the stock's reaction at the open and any further insider filings. The reduced board and bylaw changes remove a governance overhang but do not change fundamentals.
Key Facts
- Apollo sold all its common stock in ADT, triggering resignation of its three board designees (Bonsignore, Rayman, Honig)
- Board withdrew nominations of Bonsignore and Rayman; three remaining nominees stand for election
- Board reduced from 12 to 9 members; executive committee disbanded
- Related 8-K: secondary offering of 102,000,366 shares by selling stockholders; ADT repurchasing 29,142,961 shares
- Annual meeting scheduled for May 27, 2026
Financial Impact
Apollo divested its entire stake via a secondary offering; ADT repurchasing approximately 29 million shares of that offering.
Risk Factors
- Secondary offering may pressure stock price due to increased float
- Historical insider selling and poor stock performance suggest caution
- Uncertainty about new board composition and strategic direction
Market Snapshot
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001703056-26-000079 |
| Document: 0001703056-26-000079-index-headers.html | 0001703056-26-000079 |
| Document: 0001703056-26-000079-index.html | 0001703056-26-000079 |
| Document: 0001703056-26-000079.txt | 0001703056-26-000079 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 28, 2026
12d ago
|
8-K
| $6.71 $6.79 | ▲ +1.19% | ▲ +3.69% | $6.76 (+0.75%) |
|
May 18, 2026
22d ago
|
Insider Cluster
| $6.87 $6.83 | ▼ −0.58% | ▼ −2.88% | $6.76 (−1.60%) |
|
May 8, 2026
4w ago
|
DEFA14A
| $6.79 $6.98 | ▲ +2.80% | ▲ +2.88% | $6.76 (−0.44%) |
|
May 4, 2026
5w ago
|
Press Release
| $7.06 $6.79 | ▼ −3.82% | ▼ −6.76% | $6.76 (−4.25%) |
|
May 4, 2026
5w ago
|
Press Release
| $7.06 $6.79 | ▲ +3.82% | ▲ +6.76% | $6.76 (+4.25%) |
|
Apr 30, 2026
5w ago
|
8-K
| $7.53 $6.90 | ▼ −8.37% | ▼ −10.09% | $6.76 (−10.23%) |
|
Apr 24, 2026
6w ago
|
8-K
| $7.22 $7.06 | ▼ −2.22% | ▼ −2.62% | $6.76 (−6.37%) |
|
Mar 30, 2026
10w ago
|
Court Ruling
| $6.47 $6.60 | ▲ +2.01% | ▼ −2.29% | $6.76 (+4.48%) |
|
Mar 2, 2026
14w ago
|
Press Release
| $7.06 $6.48 | ▼ −8.29% | ▼ −7.08% | $6.76 (−4.25%) |
|
Feb 24, 2026
15w ago
|
8-K
| $7.88 $6.78 | ▼ −13.96% | ▼ −12.86% | $6.76 (−14.25%) |
US Market Status
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