Watch for the filing of the definitive proxy statement and the stockholder vote timeline. The 30-day go-shop period may attract competing bids. Monitor regulatory clearance progress and any stockholder litigation that could delay closing.
How the stock moved after the report
⚠ Clustered BULLISH VIEWSTOCK BELOW ENTRY AT T+1- T+0 · Oct 29 $9.86entry
- T+1 · 6d ago −0.30%α +0.17% · $9.83
- T+5 · due 12h ago Pending
- T+5 · todayOpen
- T+20 · in 22d Pending
- T+60 · in 3mo Pending
Price Chart
How similar events traded
Executive Summary
ADT Inc. filed this DEFA14A to post an internal employee FAQ regarding its definitive agreement to be acquired by Thrive Holdings for $10.00 per share in an all-cash transaction valued at approximately $15.3 billion enterprise value and $7.6 billion equity value. The filing is soliciting material in support of the merger, which requires stockholder approval and is expected to close in Q1 2027.
Key Financial Metrics
Key Facts
- ADT entered into a definitive merger agreement to be acquired by Thrive Holdings for $10.00 per share in cash.
- Total enterprise value of approximately $15.3 billion and equity value of $7.6 billion.
- Transaction expected to close in Q1 2027, subject to stockholder approval and antitrust clearance.
- 30-day go-shop period is included in the agreement.
- This DEFA14A is soliciting material filed by management in support of the merger.
- A prior SC 13D/A was filed by State Farm Mutual Automobile Insurance Co. on June 10, 2026, indicating activist context.
Financial Impact
All-cash acquisition at $10.00 per share, total enterprise value $15.3 billion, equity value $7.6 billion.
Risk Factors
- Transaction may not close if stockholder approval is not obtained or antitrust clearance is denied.
- Go-shop period could result in a competing offer or termination of the current deal.
- Stockholder litigation could cause delay or additional costs.
- Risk of failure to satisfy closing conditions or waiver of conditions.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001193125-26-438004 |
| Document: 0001193125-26-438004-index-headers.html | 0001193125-26-438004 |
| Document: 0001193125-26-438004-index.html | 0001193125-26-438004 |
| Document: 0001193125-26-438004.txt | 0001193125-26-438004 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Nov 3, 2026 2d ago | DEFA14A | $9.90 | awaiting T+5 | awaiting T+5 | $9.90 (−0.00%) |
Nov 3, 2026 2d ago | 8-K | No price | awaiting T+5 | awaiting T+5 | No price |
Nov 3, 2026 2d ago | Press Release | $9.85 | awaiting T+5 | awaiting T+5 | $9.90 (+0.51%) |
Oct 30, 2026 6d ago | SC 13G/A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
Oct 29, 2026 7d ago | DEFA14A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
Oct 29, 2026 7d ago | DEFA14A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
Oct 29, 2026 7d ago | DEFA14A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
Oct 29, 2026 7d ago | DEFA14A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
Oct 29, 2026 7d ago | DEFA14A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
Oct 29, 2026 7d ago | DEFA14A | $9.86 | awaiting T+5 | awaiting T+5 | $9.90 (+0.41%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers