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REZI · WHOLESALE-HARDWARE · 8-K · Item 5.02 · Aug 7, 2026

PSUs adjusted for the ADI spin-off, with no new operating signal

RESIDEO TECHNOLOGIES, INC. (REZI) — AllSight decodes this SEC 8-K in plain English, versus what the market expected.

This is a routine post-spin equity adjustment, not a business update. The filing documents changes to outstanding and unvested performance stock units after ADI Global Distribution was separated on August 3, 2026; it contains no revenue, earnings, cash flow, or guidance information.

The adjustment preserves the awards while revising their mechanics. Resideo’s compensation committee adjusted 100% of the target shares underlying the PSUs and revised the applicable time- and performance-based vesting criteria to reflect the spin-off (Performance Stock Unit Adjustment Notice).

The filing does not establish a beat or miss versus expectations. It is an administrative implementation of a completed transaction, with the existing PSU agreements otherwise continuing in force (Performance Stock Unit Adjustment Notice).

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