ADT Inc. — fact timeline

ADT Inc. amended Incremental Assumption and Amendment Agreement No. 1 with Fifth Third Bank, National Association valued at $100,000,000 (effective 2026-05-27).

“entered into that certain Incremental Assumption and Amendment Agreement No. 1 (the “Term Loan Credit Agreement Amendment”), by and among Prime Borrower, as borrower, Holdings, ADTSC, as co-borrower, the subsidiary loan parties party thereto, the lender party thereto and Fifth Third Bank, National Association, as administrative agent”

ADT Inc. shareholders approved To ratify the appointment of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026 at the 2026-05-27 meeting.

“The Company's stockholders ratified the selection of PricewaterhouseCoopers LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2026. The results of the voting were as follows: Votes For Votes Against Abstentions 645,187,546 5,016,920 563,630”

ADT Inc. shareholders approved To conduct an advisory vote to approve the compensation of the Company's named executive officers at the 2026-05-27 meeting.

“The Company's stockholders approved, on a non-binding, advisory basis, the executive compensation of the Company's named executive officers. The results of the voting were as follows: Votes For Votes Against Abstentions Broker Non-Votes 586,573,380 33,240,088 696,479 30,258,149”

ADT Inc. shareholders approved To re-elect Thomas Gartland, Danielle Tiedt, and Sigal Zarmi to the Board of Directors of the Company at the 2026-05-27 meeting.

“The Company's stockholders duly elected each of Thomas Gartland, Danielle Tiedt, and Sigal Zarmi, by at least a plurality of the votes cast, to serve as directors until the 2027 Annual Meeting and until his or her successor is duly elected and qualified. The results of the voting were as follows: Nominee Votes For Votes Withheld Broker Non-Votes Thomas Gartland 558,733,761 7,031,661 30,258,149 Danielle Tiedt 441,591,419 124,174,003 30,258,149 Sigal Zarmi 555,814,316 9,951,106 30,258,149”

ADT Inc.: Removed references related to Apollo and the Amended and Restated Stockholders Agreement from the Bylaws (effective 2026-05-08).

“On May 8, 2026, the Board approved an amendment and restatement of the Company’s Amended and Restated Bylaws, dated as of September 15, 2023 (as amended, the “ Bylaws ”), to remove references related to Apollo and the Amended and Restated Stockholders Agreement, dated December 14, 2018, between the Company, Prime Security Services TopCo Parent, L.P., and the Co-Investors.”

Benjamin Honig resigned as Class I Director at ADT Inc..

“On May 5, 2026, Reed B. Rayman and Nicole Bonsignore, who currently serve as Class III directors on the Board of Directors (the “ Board ”) of ADT Inc. (the “ Company ”) with terms expiring at the Company’s 2026 Annual Meeting of Stockholders, and Benjamin Honig, who currently serves as a Class I director on the Board with a term expiring at the Company’s 2027 Annual Meeting of Stockholders, each resigned from his or her position as a member of the Board.”

Nicole Bonsignore resigned as Class III Director at ADT Inc..

“On May 5, 2026, Reed B. Rayman and Nicole Bonsignore, who currently serve as Class III directors on the Board of Directors (the “ Board ”) of ADT Inc. (the “ Company ”) with terms expiring at the Company’s 2026 Annual Meeting of Stockholders, and Benjamin Honig, who currently serves as a Class I director on the Board with a term expiring at the Company’s 2027 Annual Meeting of Stockholders, each resigned from his or her position as a member of the Board.”

Reed B. Rayman resigned as Class III Director at ADT Inc..

“On May 5, 2026, Reed B. Rayman and Nicole Bonsignore, who currently serve as Class III directors on the Board of Directors (the “ Board ”) of ADT Inc. (the “ Company ”) with terms expiring at the Company’s 2026 Annual Meeting of Stockholders, and Benjamin Honig, who currently serves as a Class I director on the Board with a term expiring at the Company’s 2027 Annual Meeting of Stockholders, each resigned from his or her position as a member of the Board.”

ADT Inc. reported the three months ended March 31, 2026 results: revenue $1,279 million, net income $169 million, EPS $0.20 per diluted share. Guidance reaffirmed.

“revenue payback 2.3 years 2.3 years 0 years —% Trailing twelve-month gross customer revenue attrition 13.1 % 12.6 % 50 bps N/A RMR $ 359 $ 360 $ (1) —% Total revenue was $1,279 million for the first quarter, up 1%. Monitoring and related services (M&S) revenue reflects higher average pricing, offset by revenue loss from the October 2025 divestiture of the”

ADT Inc. incurred senior notes of $1.0 billion aggregate principal amount with Computershare Trust Company, N.A., as trustee at 5.875% per annum maturing October 15, 2033.

“On October 15, 2025 (the “ Closing Date ”), The ADT Security Corporation, a Delaware corporation (the “ Issuer ”), a wholly owned indirect subsidiary of ADT Inc. (the “ Company ”), successfully completed its previously announced offering (the “ Offering ”) of $1.0 billion aggregate principal amount of 5.875% first-priority senior secured notes due 2033 (the “ Notes ”).”

ADT Inc. incurred term loan of $550,000,000 aggregate principal amount with Barclays Bank PLC.

“On the Closing Date, pursuant to the Credit Agreement Amendment, the Borrowers incurred $550,000,000 aggregate principal amount of incremental first lien senior secured term B-2 loans pursuant to the Existing Credit Agreement”

Marques Coleman retired as Director at ADT Inc..

“On May 31, 2025, Marques Coleman, who currently serves as a Class II director on the Board of Directors (the “Board”) of ADT Inc. (the “Company”) with a term expiring at the Company’s 2028 Annual Meeting of Stockholders, retired from his position as a member of the Board.”

Donald Young departed as Executive Vice President and Chief Operating Officer at ADT Inc..

“As previously disclosed in the Form 8-K filed by the Company on March 11, 2025, Donald Young is expected to retire from his role of Executive Vice President and Chief Operating Officer on June 6, 2025”

Fawad Ahmad was appointed as Executive Vice President and Chief Operating and Customer Officer at ADT Inc..

“On March 25, 2025, ADT Inc. (the “Company”) announced the appointment of Fawad Ahmad to serve as the Company’s Executive Vice President and Chief Operating and Customer Officer, effective April 14, 2025”

Donald Young retired as Executive Vice President and Chief Operating Officer at ADT Inc..

“On March 6, 2025, Donald Young, Executive Vice President and Chief Operating Officer of ADT Inc. (the “Company”), and the Company mutually agreed that Mr. Young would retire from his position as Executive Vice President and Chief Operating Officer, effective as of June 6, 2025 (the “Transition Date”).”

ADT Inc. incurred term loan of $600,000,000 with Barclays Bank PLC, as administrative agent at Term SOFR plus 1.75% per annum maturing March 7, 2032.

“On the Closing Date, pursuant to the Credit Agreement Amendment, the Borrowers incurred $600,000,000 aggregate principal amount of incremental first lien senior secured term B-2 loans pursuant to the Existing Credit Agreement”

Lee J. Solomon retired as Director at ADT Inc..

“On February 28, 2025, each of William M. Lewis, Jr., who currently serves as a Class II director on the Board of Directors (the “Board”) of ADT Inc. (the “Company”) with a term expiring at the Company’s 2025 Annual Meeting of Stockholders, and Lee J. Solomon, who currently serves as a Class I director on the Board with a term expiring at the Company’s 2027 Annual Meeting of Stockholders, retired from his position as a member of the Board.”

William M. Lewis, Jr. retired as Director at ADT Inc..

“On February 28, 2025, each of William M. Lewis, Jr., who currently serves as a Class II director on the Board of Directors (the “Board”) of ADT Inc. (the “Company”) with a term expiring at the Company’s 2025 Annual Meeting of Stockholders, and Lee J. Solomon, who currently serves as a Class I director on the Board with a term expiring at the Company’s 2027 Annual Meeting of Stockholders, retired from his position as a member of the Board.”

Thomas Gartland was appointed as Director at ADT Inc..

“On January 20, 2025 the Board of Directors (the “Board”) of ADT Inc. (the “Company”) voted to appoint Mr. Thomas Gartland to the Board, effective January 21, 2025 (the “Effective Date”).”

Suzanne Yoon was appointed as Director at ADT Inc..

“the Board of Directors (the “Board”) of ADT Inc. (the “Company”) voted to increase the size of the Board from 14 members to 15 members and to appoint Ms. Suzanne Yoon to the Board, effective August 21, 2024.”

Danielle Tiedt was appointed as Director at ADT Inc..

“Ms. Danielle Tiedt, age 49, was appointed a member of the Board to serve as a Class III director, with a term expiring at the Company’s 2026 Annual Meeting of Stockholders.”

Daniel Houston was appointed as Director at ADT Inc..

“Mr. Daniel Houston, age 62, was appointed a member of the Board to serve as a Class I director, with a term expiring at the Company’s 2027 Annual Meeting of Stockholders.”

ADT Inc. incurred term loan of $143,200,320.55 with Barclays Bank PLC.

“On the Closing Date, pursuant to the Credit Agreement Amendment, the Borrowers purchased by way of assignment $143,200,320.55 aggregate principal amount of first lien senior secured term A loans outstanding under that certain Term Loan Credit Agreement, dated as of March 14, 2023, as amended as of March 14, 2023 (the “ TLA Credit Agreement ”), by and among Prime Borrower, as borrower, Holdings, ADTSC, as co-borrower, the lenders party thereto and Barclays Bank PLC, as administrative agent, which transaction was comprised of an exchange of such first lien senior secured term A loans for $143,200,320.55 aggregate principal amount of incremental first lien senior secured term B-1 loans incurred pursuant to the Existing Credit Agreement (the “ Incremental Term B-1 Loans ”).”

ADT Inc. amended Incremental Assumption and Amendment Agreement No. 15 with Barclays Bank PLC valued at $143,200,320.55 aggregate principal amount of first lien senior secured term A loans (effective 2024-05-15).

“On May 15, 2024 (the “ Closing Date ”), Prime Security Services Borrower, LLC, a Delaware limited liability company (“ Prime Borrower ”), Prime Security Services Holdings, LLC, a Delaware limited liability company (“ Holdings ”), and The ADT Security Corporation, a Delaware corporation (“ ADTSC ” and together with Prime Borrower, the “ Borrowers ”), each a direct or indirect wholly owned subsidiary of ADT Inc. (“ ADT ,” the “ Company ,” “ we ” and “ our ”), entered into that certain Incremental Assumption and Amendment Agreement No. 15 (the “ Credit Agreement Amendment ”), by and among Prime Borrower, as borrower, Holdings, ADTSC, as co-borrower, the subsidiary loan parties party thereto, the lenders party thereto, Barclays Bank PLC, as administrative agent under the Existing Credit Agreement (as defined below) (the “ Administrative Agent ”), and Barclays Bank PLC, as administrative agent under the TLA Credit Agreement (as defined below), which amends and restates that certain Fourteen”

ADT Inc. reported the three months ended March 31, 2024 results: revenue $1.2 billion, net income $92 million, EPS $0.10 per diluted share. Guidance reaffirmed.

“operations GAAP presentation following the sale of the commercial business. Variances are on a year-over-year basis unless otherwise noted. First Quarter 2024 • Total revenue of $1.2 billion with end-of-period recurring monthly revenue (RMR) up 3% to $353 million ($4.2 billion on an annualized basis) • Consumer and Small Business (CSB) revenue of $1.2 billion, up 5%”

Jeffrey A. Likosar was appointed as Chief Financial Officer at ADT Inc..

“appointed Jeffrey A. Likosar, 53, currently ADT’s President, Corporate Development and Chief Transformation Officer and Interim Chief Financial Officer, to serve as the Company’s Chief Financial Officer (“CFO”) on a permanent basis.”

ADT Inc. amended Credit Agreement Amendment with Barclays Bank PLC, as administrative agent valued at $1,371.6 million (effective 2024-04-15).

“On April 15, 2024 (the “ Closing Date ”), Prime Security Services Borrower, LLC, a Delaware limited liability company (“ Prime Borrower ”), Prime Security Services Holdings, LLC, a Delaware limited liability company (“ Holdings ”), and The ADT Security Corporation, a Delaware corporation (“ ADTSC ” and together with Prime Borrower, the “ Borrowers ”), each a direct or indirect wholly owned subsidiary of ADT Inc. (“ ADT ,” the “ Company ,” “ we ” and “ our ”), entered into that certain Incremental Assumption and Amendment Agreement No. 14 (the “ Credit Agreement Amendment ”), by and among Prime Borrower, as borrower, Holdings, ADTSC, as co-borrower, the subsidiary loan parties party thereto, the lenders party thereto and Barclays Bank PLC, as administrative agent (the “ Administrative Agent ”), which amends and restates that certain Thirteenth Amended and Restated First Lien Credit Agreement, dated as of July 1, 2015”

ADT Inc. amended Sixth Amendment to Receivables Financing Agreement with Mizuho Bank, Ltd., MUFG Bank Ltd., Starbird Funding Corporation, and BNP Paribas valued at $550 million (effective 2024-04-10).

“On April 10, 2024, ADT LLC (“ADT”) and ADT Finance LLC (“ADT Finance”) entered a Sixth Amendment to the Receivables Financing Agreement, among ADT Finance, Mizuho Bank, Ltd., ADT, MUFG Bank Ltd., Starbird Funding Corporation, and BNP Paribas (the “Sixth Amendment to Receivables Financing Agreement”).”

ADT Inc. reported 2024 results: revenue CSB Segment Total Revenue $4,800 - $5,000, EPS Total Company Adjusted EPS $0.60 - $0.70. Guidance initiated.

“financial guidance for 2024, with all metrics representing an improvement over 2023 performance. (in millions, except per share data) 2024 Guidance CSB Segment Total Revenue $4,800 - $5,000 Adjusted EBITDA $2,525 - $2,625 Total Company Adjusted EPS $0.60 - $0.70 Adjusted Free Cash Flow (including interest rate swaps) $700 - $800 The Company is not providing”

ADT Inc. reported twelve months ended December 31, 2023 results: revenue $4,983 million, net income $65 million, EPS $(0.07) per diluted share.

“GAAP loss from continuing operations of $65 million, or $(0.07) per diluted share”

ADT Inc. reported three months ended December 31, 2023 results: revenue $1.2 billion, net income $85 million, EPS $0.09 per diluted share.

“the sale of the commercial business. Variances are on a year-over-year (or quarter-over-prior year quarter) basis unless otherwise noted. Fourth Quarter 2023 • Total revenue of $1.2 billion with end-of-period recurring monthly revenue (RMR) up 4% to $353 million ($4.2 billion on an annualized basis) • Consumer and Small Business (CSB) revenue of $1.2 billion, up 5%”

ADT Inc. announced a restructuring with charges of approximately $70 million - $110 million affecting ADT Solar business.

“we currently expect to incur additional aggregate charges of approximately $70 million - $110 million, related to (a) employee separation costs of approximately $7 million - $10 million, (b) long-lived asset impairments and write-off of deferred implementation costs associated with cloud computing arrangements of approximately $16 million - $20 million, (c) contract termination charges of approximately $6 million - $10 million, (d) the write-down and disposition of inventory on hand of approximately $15 million - $22 million, and (e) other charges of approximately $26 million - $48 million, which primarily relate to the impact associated with the disposition of the existing installation pipeline.”

ADT Inc. announced a restructuring affecting residential solar business.

“On January 19, 2024, the Company’s board of directors (the “Board of Directors”) approved a plan to fully exit the residential solar business”

Jeffrey A. Likosar was appointed as Interim Chief Financial Officer at ADT Inc..

“On December 19, 2023, the Board appointed Jeffrey A. Likosar, 53, currently ADT’s President, Corporate Development and Chief Transformation Officer, to serve as Interim Chief Financial Officer of the Company (“Interim CFO”), effective as of December 30, 2023, while the Board undertakes a search to identify the Company’s next CFO.”

Kenneth J. Porpora resigned as Executive Vice President and Chief Financial Officer at ADT Inc..

“On December 15, 2023, Kenneth J. Porpora, Executive Vice President and Chief Financial Officer (“CFO”) of ADT Inc. (“ADT” or the “Company”) informed the Company and its board of directors (the “Board”) of his decision to step down from such positions, effective as of December 29, 2023, to become the Chief Executive Officer of a privately-held company.”

ADT Inc. reported the third quarter of 2023 results: revenue $1.2 billion, EPS $(0.02) per diluted share.

“with continuing operations GAAP presentation following the sale of the commercial business. Variances are on a year-over-year basis unless otherwise noted. • Total revenue of $1.2 billion with end-of-period recurring monthly revenue (RMR) up 3% to $350 million • High customer retention with gross revenue attrition maintaining 12.9% • Record revenue payback of 2.0”

ADT Inc. amended Incremental Assumption and Amendment Agreement No. 13 with Barclays Bank PLC, as administrative agent (effective 2023-10-13).

“On October 13, 2023 (the “ Closing Date ”), Prime Security Services Borrower, LLC, a Delaware limited liability company (“ Prime Borrower ”), Prime Security Services Holdings, LLC, a Delaware limited liability company (“ Holdings ”), and The ADT Security Corporation, a Delaware corporation (“ ADTSC ” and together with Prime Borrower, the “ Borrowers ”), each a direct or indirect wholly owned subsidiary of ADT Inc. (“ ADT ,” the “ Company ,” “ we ” and “ our ”), entered into that certain Incremental Assumption and Amendment Agreement No. 13 (the “ Credit Agreement Amendment ”), by and among Prime Borrower, as borrower, Holdings, ADTSC, as co-borrower, the subsidiary loan parties party thereto, the lenders party thereto and Barclays Bank PLC, as administrative agent (the “ Administrative Agent ”), which amends and restates that certain Twelfth Amended and Restated First Lien Credit Agreement, dated as of July 1, 2015, as amended and restated on May 2, 2016, June 23, 2016, December 28, 20”

ADT Inc. completed a disposition involving GTCR LLC (through Iris Buyer LLC) for $1,612.5 million in cash (closed 2023-10-02).

“On October 2, 2023, and pursuant to the Commercial Purchase Agreement, GTCR acquired all of the issued and outstanding equity interests of F&S Holdings (the "Commercial Divestiture"). The gross purchase price was $1,612.5 million in cash, subject to certain customary adjustments as set forth in the Commercial Purchase Agreement.”

Daniel M. Bresingham resigned as Executive Vice President, Commercial at ADT Inc..

“Concurrent with the closing of the Commercial Divestiture on October 2, 2023, Mr. Daniel M. Bresingham, Executive Vice President, Commercial, resigned from his position as an executive officer of the Company.”

ADT Inc.: On September 15, 2023, the Board elected Marques Coleman as a Class II director and Nicole Bonsignore as a Class III director; appointed Jim DeVries as Chairman of the Board; Matthew Winter as Lead Independent Director; Reed Rayman as Chairman of the Compensation, Nominating and Corporate Governance (effective 2023-09-15).

“On September 15, 2023, the Board made the following changes effective immediately: • Mr. Jim DeVries, the Company’s President and Chief Executive Officer, and a Class I director of the Company, was named Chairman of the Board, President and Chief Executive Officer. • Mr. Matthew Winter, an independent Class II director of the Company and Chairman of the Audit Committee of the Board was named Lead Independent Director. • Mr. Reed Rayman, a Class III director of the Company and a designee of Apollo was named Chairman of each of the Board’s Compensation, Nominating and Corporate Governance, and Executive Committees. • Mr. Marques Coleman, age 33, was appointed a member of the Board to serve as a Class II director, effective immediately, with a term expiring at the Company’s 2025 Annual Meeting of Stockholders. Mr. Coleman joined Apollo in 2021 and currently serves as a Principal. Mr. Coleman joins the Board as a designee of Apollo. Mr. Coleman will serve on the Executive Committee. • Ms.”

ADT Inc.: On September 15, 2023, the Board amended the bylaws to allow the Lead Independent Director or any two directors to call a special meeting of the Board, in addition to the Chief Executive Officer (effective 2023-09-15).

“On September 15, 2023, the Board approved an amendment and restatement of the Company’s Amended and Restated Bylaws, dated as of July 22, 2020 (the “ Bylaws ”), effective immediately, to provide that in addition to the Company’s Chief Executive Officer, the Company’s Lead Independent Director or any two directors may call a special meeting of the Board.”

Matthew Winter was named as Lead Independent Director at ADT Inc..

“Mr. Matthew Winter, an independent Class II director of the Company and Chairman of the Audit Committee of the Board was named Lead Independent Director.”

Jim DeVries was named as Chairman of the Board, President and Chief Executive Officer at ADT Inc..

“Mr. Jim DeVries, the Company’s President and Chief Executive Officer, and a Class I director of the Company, was named Chairman of the Board, President and Chief Executive Officer.”

Nicole Bonsignore was appointed as Class III Director at ADT Inc..

“Ms. Nicole Bonsignore, age 45, was appointed a member of the Board to serve as a Class III director, effective immediately, with a term expiring at the Company’s 2026 Annual Meeting of Stockholders.”

Marques Coleman was appointed as Class II Director at ADT Inc..

“Mr. Marques Coleman, age 33, was appointed a member of the Board to serve as a Class II director, effective immediately, with a term expiring at the Company’s 2025 Annual Meeting of Stockholders.”

Eric L. Press retired as Class II Director at ADT Inc..

“Mr. Eric L. Press, who currently serves as a Class II director on the Board of Directors (the “ Board ”) of ADT Inc. (the “ Company ”), and as a Member of the Board’s Nominating and Corporate Governance Committee, with a term expiring at the Company’s 2025 Annual Meeting of Stockholders (the “ 2025 Annual Meeting ”), advised the Board on September 14, 2023 that he intended to retire from his position as a member of the Board effective upon the Board’s appointment of a successor, which occurred with the appointment of Mr. Marques Coleman to the Board on September 15, 2023, as described in more detail below.”

ADT Inc. reported the second quarter of 2023 results: revenue $1.6 billion, net income $92 million, EPS $0.10 per diluted share. Guidance reaffirmed.

“Total revenue of $1.6 billion with end-of-period recurring monthly revenue (RMR) up 4% or $382 million”

ADT Inc. entered into Purchase Agreement with Iris Buyer LLC valued at $1,612,500,000 in cash (effective 2023-08-07).

“On August 7, 2023, ADT Inc., a Delaware corporation (“ ADT ”), Iris Buyer LLC, a Delaware limited liability company (“ Purchaser ”), and, solely for certain purposes set forth in the Purchase Agreement (as defined below), Fire & Security Holdings, LLC, a Delaware limited liability company, entered into an Equity Purchase Agreement (the “ Purchase Agreement ”).”

ADT Inc. incurred revolving credit of up to $300,000,000 with Mizuho Bank, Ltd. at term SOFR (plus a credit adjustment spread of 0.1%) plus 1.0% maturing initial revolving period of one year...followed by an amortization period of 300 months to maturity.

“the Receivables Financing Agreement, among other things, provides for an uncommitted revolving loan facility in the aggregate principal amount of up to $300,000,000”

ADT Inc. reported financial results for fiscal quarter ended June 30, 2023.

“The information appearing below under Item 4.02 regarding our previously reported fiscal periods ended September 30, 2022, December 31, 2022, and March 31, 2023, as well as the information with respect to our fiscal quarter ended June 30, 2023 under the headings “Potential Further Solar Goodwill Impairment” and “Controls and Procedures,” are incorporated herein by reference.”