SEC Form SC 13G/A filed by Terminix Global Holdings, Inc. (Amendment)

12/10/21 3:39:04 PM ET

Other Consumer Services

Consumer Discretionary

Get the next $TMX alert in real time by email

SC 13G/A 1 Terminix.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.1)* TERMINIX GLOBAL HOLDINGS INC ----------------------------------------------------- (Name of Issuer) Common Stock ----------------------------------------------------- (Title of Class of Securities) 88087E100 ----------------------------------------------------- (CUSIP Number) November 30, 2021 ----------------------------------------------------- (Date Of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. SEC 1745 (3-06) CUSIP No.88087E100 13G Page 2 of 9 Pages -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: I.R.S. IDENTIFICATION NO. OF ABOVE PERSON: Morgan Stanley I.R.S. # 36-3145972 -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [ ] -------------------------------------------------------------------------------- 3. SEC USE ONLY: -------------------------------------------------------------------------------- 4. CITIZENSHIP OR PLACE OF ORGANIZATION: Delaware. -------------------------------------------------------------------------------- NUMBER OF 5. SOLE VOTING POWER: SHARES 0 BENEFICIALLY -------------------------------------------------------------- OWNED BY 6. SHARED VOTING POWER: EACH 11,258,635 REPORTING -------------------------------------------------------------- PERSON 7. SOLE DISPOSITIVE POWER: WITH: 0 -------------------------------------------------------------- 8. SHARED DISPOSITIVE POWER: 11,488,923 -------------------------------------------------------------------------------- 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 11,488,923 -------------------------------------------------------------------------------- 10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES: [ ] -------------------------------------------------------------------------------- 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9): 9.5% -------------------------------------------------------------------------------- 12. TYPE OF REPORTING PERSON: HC, CO -------------------------------------------------------------------------------- CUSIP No.88087E100 13G Page 3 of 9 Pages -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: I.R.S. IDENTIFICATION NO. OF ABOVE PERSON: Boston Management and Research I.R.S. # 04-3164633 -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [ ] -------------------------------------------------------------------------------- 3. SEC USE ONLY: -------------------------------------------------------------------------------- 4. CITIZENSHIP OR PLACE OF ORGANIZATION: Massachusetts. -------------------------------------------------------------------------------- NUMBER OF 5. SOLE VOTING POWER: SHARES 0 BENEFICIALLY -------------------------------------------------------------- OWNED BY 6. SHARED VOTING POWER: EACH 7,355,204 REPORTING -------------------------------------------------------------- PERSON 7. SOLE DISPOSITIVE POWER: WITH: 0 -------------------------------------------------------------- 8. SHARED DISPOSITIVE POWER: 7,355,204 -------------------------------------------------------------------------------- 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 7,355,204 -------------------------------------------------------------------------------- 10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES: [ ] -------------------------------------------------------------------------------- 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9): 6.1% -------------------------------------------------------------------------------- 12. TYPE OF REPORTING PERSON: IA -------------------------------------------------------------------------------- CUSIP No.88087E100 13G Page 4 of 9 Pages -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: I.R.S. IDENTIFICATION NO. OF ABOVE PERSON: Eaton Vance Atlanta Capital SMID-Cap Fund I.R.S. # 01-0553859 -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [ ] -------------------------------------------------------------------------------- 3. SEC USE ONLY: -------------------------------------------------------------------------------- 4. CITIZENSHIP OR PLACE OF ORGANIZATION: Massachusetts. -------------------------------------------------------------------------------- NUMBER OF 5. SOLE VOTING POWER: SHARES 0 BENEFICIALLY -------------------------------------------------------------- OWNED BY 6. SHARED VOTING POWER: EACH 7,100,922 REPORTING -------------------------------------------------------------- PERSON 7. SOLE DISPOSITIVE POWER: WITH: 0 -------------------------------------------------------------- 8. SHARED DISPOSITIVE POWER: 7,100,922 -------------------------------------------------------------------------------- 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 7,100,922 -------------------------------------------------------------------------------- 10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES: [ ] -------------------------------------------------------------------------------- 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9): 5.9% -------------------------------------------------------------------------------- 12. TYPE OF REPORTING PERSON: IV -------------------------------------------------------------------------------- CUSIP No.88087E100 13G Page 5 of 9 Pages -------------------------------------------------------------------------------- Item 1. (a) Name of Issuer: TERMINIX GLOBAL HOLDINGS INC -------------------------------------------------------------- (b) Address of Issuer's Principal Executive Offices: 150 PEABODY PLACE MEMPHIS TN 38103-3720 UNITED STATES OF AMERICA -------------------------------------------------------------- Item 2. (a) Name of Person Filing: (1) Morgan Stanley (2) Boston Management and Research (3) Eaton Vance Atlanta Capital SMID-Cap Fund -------------------------------------------------------------- (b) Address of Principal Business Office, or if None, Residence: (1) 1585 Broadway New York, NY 10036 (2) Two International Place, Boston, MA 02110 (3) Two International Place, Boston, MA 02110 -------------------------------------------------------------- (c) Citizenship: (1) Delaware. (2) Massachusetts. (3) Massachusetts. -------------------------------------------------------------- (d) Title of Class of Securities: Common Stock -------------------------------------------------------------- (e) CUSIP Number: 88087E100 -------------------------------------------------------------- Item 3. If this statement is filed pursuant to Sections 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) [ ] Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c). (d) [x] Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8). (e) [x] An investment adviser in accordance with Sections 240.13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with Section 240.13d-1(b)(1)(ii)(F); (g) [x] A parent holding company or control person in accordance with Section 240.13d-1(b)(1)(ii)(G); (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) [ ] A non-U.S. institution in accordance with section 240.13d-1(b)(1)(ii)(J); (k) [ ] Group, in accordance with sections 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with sections 240.13d-1(b)(1)(ii)(J), please specify the type of institution: Not Applicable CUSIP No.88087E100 13G Page 6 of 9 Pages -------------------------------------------------------------------------------- Item 4. Ownership as of November 30, 2021.* (a) Amount beneficially owned: See the response(s) to Item 9 on the attached cover page(s). (b) Percent of Class: See the response(s) to Item 11 on the attached cover page(s). (c) Number of shares as to which such person has: (i) Sole power to vote or to direct the vote: See the response(s) to Item 5 on the attached cover page(s). (ii) Shared power to vote or to direct the vote: See the response(s) to Item 6 on the attached cover page(s). (iii) Sole power to dispose or to direct the disposition of: See the response(s) to Item 7 on the attached cover page(s). (iv) Shared power to dispose or to direct the disposition of: See the response(s) to Item 8 on the attached cover page(s). Item 5. Ownership of Five Percent or Less of a Class. Not Applicable Item 6. Ownership of More Than Five Percent on Behalf of Another Person. Not Applicable Item 7. Identification and Classification of the Subsidiary which Acquired the Security Being Reported on By the Parent Holding Company. See Exhibit 99.2 Item 8. Identification and Classification of Members of the Group. Not Applicable Item 9. Notice of Dissolution of Group. Not Applicable Item 10. Certification. (1) By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. * On March 1, 2021, Morgan Stanley announced that it completed the previously announced acquisition of Eaton Vance Corp. and its subsidiaries in a stock and cash transaction. See https://www.morganstanley.com/press-releases/morgan- stanley-closes-acquisition-of-eaton-vance. As a result of the ongoing integration, Eaton Vance Corp's and its subsidiaries' Schedule 13G filings will be restated in accordance with the Securities and Exchange Commission Release No. 34-39538 (January 12, 1998) (the "Release"), this filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned, by certain operating units (collectively, the "MS Reporting Units") of Morgan Stanley and its subsidiaries and affiliates (collectively, "MS") as of November 30, 2021. This filing does not reflect securities, if any, beneficially owned by any operating units of MS whose ownership of securities is disaggregated from that of the MS Reporting Units in accordance with the Release. CUSIP No.88087E100 13G Page 7 of 9 Pages -------------------------------------------------------------------------------- Signature After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Date: December 10, 2021 Signature: /s/ Christopher O'Hara -------------------------------------------------------------------- Name/Title: Christopher O'Hara/Authorized Signatory, Morgan Stanley -------------------------------------------------------------------- MORGAN STANLEY Date: December 10, 2021 Signature: /s/ Richard Froio -------------------------------------------------------------------- Name/Title: Richard Froio/Authorized Signatory, Boston Management and Research -------------------------------------------------------------------- Boston Management and Research Date: December 10, 2021 Signature: /s/ Kelly Williams -------------------------------------------------------------------- Name/Title: Kelly Williams/Authorized Signatory, Eaton Vance Atlanta Capital SMID-Cap Fund -------------------------------------------------------------------- Eaton Vance Atlanta Capital SMID-Cap Fund EXHIBIT NO. EXHIBITS PAGE ----------- ---------- ---- 99.1 Joint Filing Agreement 8 99.2 Item 7 Information 9 * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001). CUSIP No.88087E100 13G Page 8 of 9 Pages -------------------------------------------------------------------------------- EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT --------------------------------------------------- December 10, 2021 --------------------------------------------------- MORGAN STANLEY, Boston Management and Research, and Eaton Vance Atlanta Capital SMID-Cap Fund hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara --------------------------------------------------------------------- Christopher O'Hara/Authorized Signatory, Morgan Stanley Boston Management and Research BY: /s/ Richard Froio --------------------------------------------------------------------- Richard Froio/Authorized Signatory, Boston Management and Research Eaton Vance Atlanta Capital SMID-Cap Fund BY: /s/ Kelly Williams --------------------------------------------------------------------- Kelly Williams/Authorized Signatory, Eaton Vance Atlanta Capital SMID-Cap Fund * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001). CUSIP No.88087E100 13G Page 9 of 9 Pages -------------------------------------------------------------------------------- EXHIBIT NO. 99.2 ------------------ ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Boston Management and Research, a wholly-owned subsidiary of Morgan Stanley, and Eaton Vance Atlanta Capital SMID-Cap Fund.

Get the next $TMX alert in real time by email

Recent Analyst Ratings for

$TMX

Date	Price Target	Rating	Analyst
3/3/2022	$52.00 → $48.00	Equal-Weight	Morgan Stanley
1/10/2022		Outperform → Mkt Perform	William Blair
1/5/2022	$55.00 → $52.00	Equal-Weight	Morgan Stanley
12/15/2021	$46.00 → $55.00	Equal-Weight	Morgan Stanley
10/28/2021	$57.00 → $44.00	Outperform → Neutral	Baird
10/28/2021	$57.00 → $44.00	Outperform → Neutral	Robert W. Baird
9/10/2021	$46.00 → $49.00	Sector Perform	RBC Capital
9/7/2021	$47.00 → $49.00	Underperform → Buy	B of A Securities

More analyst ratings

SEC Form SC 13G/A filed by Terminix Global Holdings, Inc. (Amendment)

12/10/21 3:39:04 PM ET

$TMX

Other Consumer Services

Consumer Discretionary

Get the next $TMX alert in real time by email

Recent Analyst Ratings for

$TMX

Date	Price Target	Rating	Analyst
3/3/2022	$52.00 → $48.00	Equal-Weight	Morgan Stanley
1/10/2022		Outperform → Mkt Perform	William Blair
1/5/2022	$55.00 → $52.00	Equal-Weight	Morgan Stanley
12/15/2021	$46.00 → $55.00	Equal-Weight	Morgan Stanley
10/28/2021	$57.00 → $44.00	Outperform → Neutral	Baird
10/28/2021	$57.00 → $44.00	Outperform → Neutral	Robert W. Baird
9/10/2021	$46.00 → $49.00	Sector Perform	RBC Capital
9/7/2021	$47.00 → $49.00	Underperform → Buy	B of A Securities

More analyst ratings

SEC Form SC 13G/A filed by Terminix Global Holdings, Inc. (Amendment)

Crush Q1 2026 with the Best AI Superconnector

Recent Analyst Ratings for
$TMX

SEC Form SC 13G/A filed by Terminix Global Holdings, Inc. (Amendment)

Crush Q1 2026 with the Best AI Superconnector

Recent Analyst Ratings for
$TMX

$TMX
SEC Filings

SEC Form 15-12G filed by Terminix Global Holdings Inc.

SEC Form S-8 POS filed by Terminix Global Holdings Inc.

SEC Form S-8 POS filed by Terminix Global Holdings Inc.

$TMX
Insider Trading

SEC Form 4: Riesbeck Robert James returned 9,122 shares to the company, closing all direct ownership in the company

SEC Form 4 filed by Richardson Deidre

SEC Form 4: Ponton Brett returned 12,914 shares to the company, closing all direct ownership in the company

$TMX
Analyst Ratings

Morgan Stanley reiterated coverage on Terminix Global Hldgs with a new price target

Terminix downgraded by William Blair

Morgan Stanley reiterated coverage on Terminix Global Hldgs with a new price target

$TMX
Press Releases

Terminix Shareholders Approve Merger with Rentokil Initial

Terminix Satisfies a Key Closing Condition of the Rentokil Merger by Completing the Divestment of its U.K. and Norway Businesses

Terminix Moves a Step Closer to Completing the Rentokil Merger, Announces Agreement to Divest U.K. and Norway Businesses

$TMX
Leadership Updates

Terminix Announces Resignation of COO Kim Scott; Affirms Full-Year 2021 Guidance

Terminix Adds Teresa M. Sebastian and Chris S. Terrill to its Board of Directors

Terminix Adds David J. Frear to Its Board of Directors

$TMX
Large Ownership Changes