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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): October 29, 2026

ADT Inc.

(Exact name of Registrant as Specified in Its Charter)

\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Delaware

001-38352

47-4116383

(State or other jurisdiction

of incorporation)

(Commission

File Number)

(IRS Employer

Identification No.)

\n\n\n\n\n\n\n\n\n\n

1501 Yamato Road

Boca Raton, Florida

33431

(Address of principal executive offices)

(Zip Code)

Registrant’s telephone number, including area code: (561) 988-3600

Not applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

\n\n\n

☐	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

\n\n\n

☒	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

\n\n\n

☐	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

\n\n\n

☐	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

\n\n\n\n\n\n\n\n\n\n\n\n\n\n

Title of each class

Trading
Symbol(s)

Name of each exchange

on which registered

Common Stock, par value $0.01 per share

ADT

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

\n\n\n

Item 1.01

Entry into a Material Definitive Agreement.

Merger Agreement

On October 29, 2026, ADT Inc. (the “Company”) entered into an Agreement and Plan of Merger (the “Merger Agreement”) with Abode Parent, LLC, a Delaware limited liability company (“Parent”), and Abode Merger Sub, Inc., a Delaware corporation and wholly owned subsidiary of Parent (“Merger Sub”), pursuant to which, subject to the terms and conditions thereof, Merger Sub will merge with and into the Company with the Company continuing as the surviving corporation and a wholly owned subsidiary of Parent (the “Merger”). Consummation of the Merger is subject to the approval of the Company’s stockholders and other customary closing conditions.

根据《合并协议》中规定的条款和条件，该协议已获得公司（“董事会”）董事会一致批准，在合并生效时间（“生效时间”）时，公司发行并流通的每一份公司普通股（“普通股”）和B类普通股（合称“公司普通股”）将在生效时间之前立即转换为获得现金的权利，每份股票价值10.00美元，不计利息（“合并对价”）。（不包括由母公司或合并子公司直接持有的股票、由公司作为库藏股持有的股票或由根据特拉华州法律正确行使评估权的人持有的股票）。\n

在生效时间，每份尚未行权的购买普通股的期权（每项称为“公司股票期权”）和每份尚未解锁的普通股限制性股票单位（每项称为“公司RSU”）在生效时间之前发行并流通的将被取消，并转换为获得现金的或有权利，金额为不计利息的合并对价（在公司股票期权的情况下，减去每份的行权价）乘以该公司股票期权或公司RSU所涉及的普通股数量，假设仅为了计算该金额，任何适用的基于业绩的解锁条件均已达成，且与生效时间之前适用于相应公司股票期权或公司RSU的相同条款和条件（包括基于服务和/或业绩的解锁条件）相同（除非该公司股票期权的每股行权价等于或高于合并对价，在这种情况下，该公司股票期权将被取消而无对价）。对于任何已解锁的公司股票期权和公司RSU，上述金额（如有）将在生效时间立即支付。\n

《合并协议》包含公司的一般性陈述和保证，通常受重大性限定。此外，《合并协议》规定了公司的一般性交割前承诺，包括有关以正常业务方式经营公司并未经母公司同意不得采取某些类型行动的承诺。除其他事项外，这些承诺禁止公司在未经母公司同意的情况下，在合并交割前就其股本证券宣布或支付任何股息。\n

合并的完成取决于某些交割条件，包括但不限于：（i）公司股东的批准，（ii）《1976年哈特-斯科特-罗迪诺反托拉斯改进法案》适用等待期的届满或提前终止，（iii）美国不存在禁止合并的法律限制，以及（iv）《合并协议》中规定的其他一般性条件。

在并购协议签署之日开始，持续至2026年11月29日纽约市时间午夜（即2026年11月28日纽约市时间23:59之后一分钟）（“自由洽谈期”）期间，公司可以主动发起、征求、促使、鼓励或协助任何第三方的替代收购提议或询问，并向第三方提供非公开信息，并就替代收购提议进行讨论或谈判。在自由洽谈期结束后，公司将在其能力范围内受到常规的“不洽谈”限制，不得从第三方那里征求替代收购提议，也不得向第三方提供非公开信息或就替代收购提议进行讨论或谈判，但截至2026年12月8日（“自由洽谈延长期”），公司可以继续与在自由洽谈期内联系公司并提出替代收购询问或提议的第三方进行上述活动，前提是董事会在与财务顾问和外部法律顾问协商后，以善意判断，在自由洽谈期届满前确定该提议构成或合理预期会导致优于提议（如下文定义）（每个“排除方”）。“,

尽管在自由洽谈期结束后适用上述限制，但在获得公司股东批准之前，公司可以在某些情况下向第三方提供非公开信息，并就任何真实书面的未经请求的替代收购提议进行讨论或谈判，该提议未因违反“不洽谈”限制而产生，且董事会在与财务顾问和外部法律顾问协商后，善意确定（i）该提议构成或合理预期会导致优于提议，且（ii）不采取此类行动将与其受托责任不一致。

A “Superior Proposal” is any bona fide written Takeover Proposal (as defined in the Merger Agreement, with references to “20%” in the definition thereof deemed to be references to “50%”) made after the date of the Merger Agreement by a third party that the Board or any duly authorized committee thereof has determined in its good faith judgment, after consultation with its financial advisors and outside legal counsel, has terms and conditions that, (i) would be more favorable to the Company’s stockholders than the Merger from a financial point of view (after taking into account any revisions to the terms of the Merger Agreement and the Merger committed to by Parent in writing) and (ii) is reasonably capable of being completed on the terms set forth in such Takeover Proposal, taking into account (a) the identity of the third party making such Takeover Proposal and (b) all legal, regulatory, financial, financing and other aspects of such proposal (including the financing arrangements, the form of consideration and the timing of and conditions to consummating such transaction) and of the Merger Agreement.

Prior to obtaining the approval by the Company’s stockholders, the Board may, among other things, (i) change its recommendation that the Company’s stockholders adopt the Merger Agreement or (ii) terminate the Merger Agreement to enter into a definitive acquisition agreement providing for a Superior Proposal, subject to complying with notice and other specified conditions, including giving Parent the opportunity to propose revisions to the terms of the Merger Agreement during a match right period. Notwithstanding a change in the recommendation by the Board, unless the Company terminates the Merger Agreement, the Company is still required to convene the meeting of its stockholders to vote on the adoption of the Merger Agreement.

The Merger Agreement contains certain termination rights for the Company and Parent, including, among others, the right of (i) either party to terminate the Merger Agreement if the Merger is not consummated by July 29, 2027, (ii) the Company to terminate the Merger Agreement in order to enter into a definitive acquisition agreement providing for a Superior Proposal and (iii) Parent to terminate the Merger Agreement if the Board changes its recommendation with respect to the Merger Agreement.

Upon termination of the Merger Agreement under specified circumstances, the Company will be required to pay Parent a termination fee. If the termination fee becomes payable as a result of the Company terminating the Merger Agreement in order to enter into a definitive acquisition agreement providing for a Superior Proposal and under certain other circumstances, the amount of the termination fee will be $227,000,000, except that, in the event that the Company terminates the Merger Agreement to enter into a definitive acquisition agreement providing for a Superior

\nProposal during the Go-Shop Period or, with respect to any Excluded Party, during the Go-Shop Extension, the termination fee shall be $114,000,000. The Company will be entitled to receive from Parent a termination fee of $473,000,000 (the “Parent Termination Fee”) under certain circumstances, including if the Company terminates the Merger Agreement because Parent fails to consummate the Merger when required by the Merger Agreement.

母公司已获得（i）来自母公司关联方的股权融资承诺（该关联方也已根据并购协议中母公司的一些义务（包括母公司向公司支付母公司终止费的义务）向公司提供有限担保），根据股权承诺函中规定的条款和条件；（ii）来自Apollo Global Management, Inc.关联方管理的基金的优先股权融资承诺（“Apollo Funds”），根据优先股权承诺函中规定的条款和条件，购买由Abode Superior Holdings, LLC（一家特拉华州有限责任公司，也是母公司的间接母公司）发行的优先股权益；以及（iii）来自Apollo Funds的债务融资承诺，根据债务承诺函中规定的条款和条件。股权、优先股权和债务融资承诺的总收益将足以支付并购协议中规定的母公司和并购子公司的所有付款义务。然而，并购的完成并不以母公司或并购子公司获得任何融资为条件。

并购协议要求母公司和并购子公司尽其合理的商业努力，根据融资承诺函中规定的条款和条件获得融资。如果所有交割条件都已满足，并且债务资金和优先股权资金将在交易交割时或几乎同时获得融资，公司有权根据并购协议和股权承诺函中规定的条款和条件，寻求强制执行，以迫使母公司完成交易。

foregoing summary of the Merger Agreement is not complete and is qualified in its entirety by the full text of the Merger Agreement, which is attached hereto as Exhibit 2.1 and is incorporated by reference herein.

The Merger Agreement has been included to provide investors with information regarding its terms. It is not intended to provide any other factual information about the Company, Parent or their respective subsidiaries or affiliates. The representations, warranties and covenants contained in the Merger Agreement were made only for purposes of the Merger Agreement and as of specific dates, were solely for the benefit of the parties to the Merger Agreement, may be subject to limitations agreed upon by the contracting parties, including being qualified by confidential disclosures made for the purposes of allocating contractual risk between the parties to the Merger Agreement instead of establishing these matters as facts, and may be subject to standards of materiality applicable to the contracting parties that differ from those applicable to investors. Investors are not third-party beneficiaries under the Merger Agreement and should not rely on the representations, warranties and covenants or any descriptions thereof as characterizations of the actual state of facts or condition of the parties thereto or any of their respective subsidiaries or affiliates. Moreover, information concerning the subject matter of representations and warranties may change after the date of the Merger Agreement, which subsequent information may or may not be fully reflected in the Company’s public disclosures.

\n\n\n

Item 5.02(e)

董事或某些高管的离职；董事的选举；某些高管的任命；某些高管的补偿安排。

董事会的薪酬委员会（“薪酬委员会”）还批准了三位高管James DeVries、Jeffrey Likosar和David Smail将作为参与者加入公司的控制权变更遣散计划（“CIC计划”），立即生效，CIC计划将取代他们根据个人协议可能获得的任何类似福利。DeVries先生、Likosar先生和Smail先生是唯一有资格参与CIC计划但尚未作为参与者加入的公司高管，因此薪酬委员会采取了此行动以确保合格高管的待遇一致。

\n\n\n

第9.01项

财务报表和附录。

（d）附录

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n

\n\n	\n
附录		描述
\n
2.1*		2026年10月29日，由Abode Parent, LLC、Abode Merger Sub, Inc.和ADT Inc.签订的并购协议
\n
104		封面页交互式数据文件 – 封面页的XBRL标签已嵌入Inline XBRL文档中

\n\n\n

*	根据法规S-K第601(b)(2)项的规定，已省略了附录和附录。公司在此承诺，应SEC的要求，提供任何省略的附录和附录的副本。

前瞻性声明

本最新报告包含根据1995年私人证券诉讼改革法案的安全港条款定义的前瞻性声明。前瞻性声明包括但不限于有关公司期望、计划、意图、策略或前景的声明，包括拟议交易的预期好处。通常，本最新报告中使用的“可能”、“将”、“期望”、“相信”、“预期”、“计划”、“估计”、“预测”、“假设”、“指导”、“目标”、“预测”、“看到”、“寻求”、“应该”、“可能”、“会”、“预测”、“潜力”、“策略”、“未来”、“机会”、“努力”、“意图”、“指导”、“信心”、“定位”、“设计”、“努力”、“继续”、“跟踪”、“期待”等类似表述旨在识别前瞻性声明。所有非当前或历史事实的陈述，或可能被视为前瞻性声明。

此类声明基于管理层当前的信念、期望和假设，并受重大风险、不确定性和情况变化的影响，这些因素可能导致实际结果与前瞻性声明有重大差异。

这些风险、不确定性以及情况变化包括但不限于：(i) 拟议交易可能无法及时完成或根本无法完成的风险；(ii) 未能及时或以其他方式获得公司股东对拟议交易的必要批准；(iii) 可能无法满足或放弃各种完成拟议交易的条件，包括未能获得任何适用政府机构的任何必要监管批准（或对这些批准施加的任何条件、限制或限制）；(iv) 可能会提出竞争性报价或收购提议；(v) 任何事件、变化或其他情况的发生可能会导致与拟议交易相关的最终交易协议终止，包括在需要公司支付终止费的情况下；(vi) 拟议交易的公告或待定状态可能影响公司吸引、激励或留住关键高管和员工的能力，影响其与客户、供应商和其他商业伙伴的关系，或对其经营成果和业务整体的影响；(vii) 与拟议交易相关的风险可能会分散管理层对公司持续业务运营的注意力；(viii) 与拟议交易相关的股东诉讼风险，包括由此产生的费用或延迟；以及 (ix) (A) 公司在2025年12月31日止财年发布的年度报告（“年度报告”）和公司在2026年3月31日及2026年6月30日止季度发布的季度报告（“季度报告”）中讨论的其他风险或不确定性（该等报告已由公司向证券交易委员会（“SEC”）提交），特别是年度报告和季度报告中“风险因素”标题下的风险因素，以及“管理层讨论与分析财务状况和经营成果”中讨论的风险和不确定性；(B) 在其他向SEC提交的文件中不时识别的其他风险因素。向SEC提交的文件可在SEC网站 http://www.sec.gov 上获取。

前瞻性声明仅反映其作出日期的情况，公司不承担更新或修订任何前瞻性声明的意图或义务，除非法律要求。请读者谨慎不要过度依赖本当前报告中的任何前瞻性声明，因为无法保证这些前瞻性声明最终会准确无误。本警示适用于本当前报告中包含的所有前瞻性声明。

征集活动参与者

根据证券交易委员会（SEC）的规定，该公司及其董事、高管和其他管理人员及员工可能被视为在与拟议交易相关的股东代理投票征集中“参与者”。关于该公司董事和高管的信息载于该公司2026年股东年会的14A表格附表Proxy Statement，该文件于2026年4月14日提交给SEC（“2026 Proxy”）（可通过此处查看）。请参阅2026 Proxy中标题为“Non-Employee董事的薪酬”、“高管薪酬 – 薪酬讨论与分析”以及“某些有利股东和管理层的证券所有权”的部分。如果该公司董事或高管持有的公司证券自2026 Proxy中所列金额以来有所变化，此类变化将或已经反映在提交给SEC的初始受益所有权申报表（表格3）或所有权变更申报表（表格4）上，包括由以下人员提交的表格4：Fawad Ahmad于5月 5, 2026、5月 12, 2026、7月 9, 2026和10月 5, 2026；Todd Dernberger于7月 9, 2026和10月 5, 2026；Thomas M. Gartland于5月 29, 2026、7月 9, 2026和10月 5, 2026；Tracey R. Griffin于5月 29, 2026、7月 9, 2026和10月 5, 2026；Daniel J. Houston于5月 12, 2026、5月 29, 2026、7月 9, 2026和10月 5, 2026；Omar Khan于5月 12, 2026；Jeffrey Likosar于6月 2, 2026；Kimberly Miller于5月 18, 2026、7月 9, 2026和10月 5, 2026；Paul J. Smith于5月 29, 2026、7月 9, 2026和10月 5, 2026；Danielle Tiedt于5月 29, 2026、7月 9, 2026和10月 5, 2026；Matthew E. Winter于5月 29, 2026、7月 9, 2026和10月 5, 2026；Suzanne Yoon于5月 29, 2026、7月 9, 2026和10月 5, 2026；以及Sigal Zarmi于5月 29, 2026、7月 9, 2026和10月 5, 2026。有关该公司参与者在征集中的利益的更多信息，可能在某些情况下与公司股东总体利益不同，将在公司关于拟议交易的代理声明中详细说明，届时将予以公布。

附加信息及获取途径

本当前报告可能被视为与Thrive Holdings拟议收购公司有关的要约材料。就该拟议交易而言，公司打算向证券交易委员会（SEC）提交相关材料，包括公司初步和最终形式的委托书。敬请公司的投资者和股东阅读所有提交给SEC的相关文件，包括公司的委托书（如适用时），因为其中包含或将会包含有关拟议交易的重要信息。投资者和股东可以免费获得这些文件（如适用时），可通过证券交易委员会的网站www.sec.gov获取，或通过公司网站的“投资者关系”部分获取，该部分可通过https://investor.adt.com访问，或通过联系公司的投资者关系人员索取。

签名

根据1934年《证券交易法》的要求，注册人已 duly 促使本报告由此处 duly 授权的代表签署。

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\n\n	\n	\n\n	\n	\n\n	\n
\n		\n		\n		ADT Inc。
\n	\n	\n
日期：2026年10 月29日		\n		由：		/s/ James D. DeVries
\n		\n		姓名：		James D. DeVries
\n		\n		职位：		总裁兼首席执行官

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