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NYSE · USD

TOL

Toll Brothers, Inc.

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Tapewire entity
3421
SEC CIK
0000794170
Parsed reports
539

Last 12 months

Inside the activity.

0 purchase rows · 9 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202601
Feb 202603
Mar 202601
Apr 202601
May 202600
Jun 202602
Jul 202600
Aug 202600
Sep 202601
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 20, 2023 Filed Dec 22, 2023 21:18 UTC
Connor Martin P.Chief Financial Officer
GrantRestricted Stock Units · Derivative 10,845 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-030365 · form4.xml · derivative · entry 2

Connor Martin P. · CIK 0001501993 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,845

Underlying: Common Stock · 10,845 shares

Expires 2027-12-01

F2 · derivative.exercise_date: These restricted stock units vest 25% on each of December 1, 2024, 2025, 2026 and 2027. Settlement of 100% of these shares will be on December 1, 2027.

Read SEC document
December 20, 2023 Filed Dec 22, 2023 21:16 UTC GrantRestricted Stock Units · Derivative 2,007 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-030360 · form4.xml · derivative · entry 1

Grimes Karen H. · CIK 0001770273 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,007

Underlying: Common Stock · 2,007 shares

Expires 2024-12-20

F1 · derivative.exercise_date: These restricted stock units vest 100% on December 20, 2024. Settlement of 100% of these shares will be on January 21, 2025.

Read SEC document
December 20, 2023 Filed Dec 22, 2023 21:15 UTC
Kan Derek T.Director
GrantRestricted Stock Units · Derivative 1,822 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-030355 · form4.xml · derivative · entry 1

Kan Derek T. · CIK 0001899894 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,822

Underlying: Common Stock · 1,822 shares

Expires 2024-12-20

F1 · derivative.exercise_date: These restricted stock units vest 100% on December 20, 2024. Settlement of 100% of these shares will be on January 21, 2025.

Read SEC document
December 20, 2023 Filed Dec 22, 2023 21:13 UTC GrantRestricted Stock Units · Derivative 2,007 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-030353 · form4.xml · derivative · entry 1

GARVEY CHRISTINE · CIK 0001073514 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,007

Underlying: Common Stock · 2,007 shares

Expires 2024-12-20

F1 · derivative.exercise_date: These restricted stock units vest 100% on December 20, 2024. Settlement of 100% of these shares will be on January 21, 2025.

Read SEC document
December 20, 2023 Filed Dec 22, 2023 21:12 UTC GrantRestricted Stock Units · Derivative 2,007 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-030351 · form4.xml · derivative · entry 1

MARBACH CARL B · CIK 0001210655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,007

Underlying: Common Stock · 2,007 shares

Expires 2024-12-20

F1 · derivative.exercise_date: These restricted stock units vest 100% on December 20, 2024. Settlement of 100% of these shares will be on January 21, 2025.

Read SEC document
December 20, 2023 Filed Dec 22, 2023 21:10 UTC GrantRestricted Stock Units · Derivative 1,974 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-030348 · form4.xml · derivative · entry 1

McLean John A · CIK 0001669034 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,974

Underlying: Common Stock · 1,974 shares

Expires 2024-12-20

F1 · derivative.exercise_date: These restricted stock units vest 100% on December 20, 2024. Settlement of 100% of these shares will be on January 21, 2025.

Read SEC document
December 20, 2023 Filed Dec 22, 2023 21:08 UTC GrantRestricted Stock Units · Derivative 1,974 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-030346 · form4.xml · derivative · entry 1

Pritchett Wendell E. · CIK 0001733659 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,974

Underlying: Common Stock · 1,974 shares

Expires 2024-12-20

F1 · derivative.exercise_date: These restricted stock units vest 100% on December 20, 2024. Settlement of 100% of these shares will be on January 21, 2025.

Read SEC document
December 20, 2023 Filed Dec 22, 2023 21:07 UTC GrantRestricted Stock Units · Derivative 2,007 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-030344 · form4.xml · derivative · entry 1

SHAPIRO PAUL E · CIK 0001191311 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,007

Underlying: Common Stock · 2,007 shares

Expires 2024-12-20

F1 · derivative.exercise_date: These restricted stock units vest 100% on December 20, 2024. Settlement of 100% of these shares will be on January 21, 2025.

Read SEC document
December 20, 2023 Filed Dec 22, 2023 21:05 UTC GrantRestricted Stock Units · Derivative 1,800 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-030341 · form4.xml · derivative · entry 1

STOWELL SCOTT D · CIK 0001202212 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,800

Underlying: Common Stock · 1,800 shares

Expires 2024-12-20

F1 · derivative.exercise_date: These restricted stock units vest 100% on December 20, 2024. Settlement of 100% of these shares will be on January 21, 2025.

Read SEC document
December 20, 2023 Filed Dec 22, 2023 21:04 UTC GrantRestricted Stock Units · Derivative 2,007 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-030339 · form4.xml · derivative · entry 1

East Stephen F. · CIK 0001805167 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,007

Underlying: Common Stock · 2,007 shares

Expires 2024-12-20

F1 · derivative.exercise_date: These restricted stock units vest 100% on December 20, 2024. Settlement of 100% of these shares will be on January 21, 2025.

Read SEC document
December 19, 2023 Filed Dec 21, 2023 14:07 UTC SaleCommon Stock 3,863 $103.57 $400,090.91
Disclosure

SEC source: 0001127602-23-030244 · form4.xml · nonDerivative · entry 1

McLean John A · CIK 0001669034 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,091

Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:54 UTC
Parahus RobertPresident & COO
Exercise / conversionPerformance Based Restricted Stock Units · Derivative 7,458 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-030060 · form4.xml · derivative · entry 3

Parahus Robert · CIK 0001792406 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,458 shares

Expires 2023-12-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The performance requirement was met on December 4, 2020. The service requirement was met on December 18, 2023.

F2 · derivative.exercise_date: These performance based restricted stock units vested 25% on each of December 18, 2020, 2021, 2022 and 2023. Settlement of 100% of earned shares occurred on December 18, 2023.

Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:54 UTC
Parahus RobertPresident & COO
Tax withholdingCommon Stock 3,069 $102.48 $314,511.12
Disclosure

SEC source: 0001127602-23-030060 · form4.xml · nonDerivative · entry 2

Parahus Robert · CIK 0001792406 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,625

Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:54 UTC
Parahus RobertPresident & COO
Exercise / conversionCommon Stock 7,458 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-030060 · form4.xml · nonDerivative · entry 1

Parahus Robert · CIK 0001792406 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,694

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The performance requirement was met on December 4, 2020. The service requirement was met on December 18, 2023.

Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:56 UTC
Connor Martin P.Chief Financial Officer
Exercise / conversionPerformance Based Restricted Stock Units · Derivative 20,699 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-030063 · form4.xml · derivative · entry 3

Connor Martin P. · CIK 0001501993 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 20,699 shares

Expires 2023-12-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The performance requirement was met on December 4, 2020. The service requirement was met on December 18, 2023.

F2 · derivative.exercise_date: These performance based restricted stock units vested 25% on each of December 18, 2020, 2021, 2022 and 2023. Settlement of 100% of earned shares occurred on December 18, 2023.

Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:56 UTC
Connor Martin P.Chief Financial Officer
Tax withholdingCommon Stock 8,392 $102.48 $860,012.16
Disclosure

SEC source: 0001127602-23-030063 · form4.xml · nonDerivative · entry 2

Connor Martin P. · CIK 0001501993 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,613

Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:56 UTC
Connor Martin P.Chief Financial Officer
Exercise / conversionCommon Stock 20,699 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-030063 · form4.xml · nonDerivative · entry 1

Connor Martin P. · CIK 0001501993 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,005

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The performance requirement was met on December 4, 2020. The service requirement was met on December 18, 2023.

Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:58 UTC
Yearley Douglas C. Jr.Director · Chief Executive Officer
Exercise / conversionPerformance Based Restricted Stock Units · Derivative 80,808 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-030066 · form4.xml · derivative · entry 6

Yearley Douglas C. Jr. · CIK 0001476755 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 80,808 shares

Expires 2023-12-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The performance requirement was met on December 4, 2020. The service requirement was met on December 18, 2023.

F2 · derivative.exercise_date: These performance based restricted stock units vested 25% on each of December 18, 2020, 2021, 2022 and 2023. Settlement of 100% of earned shares occurred on December 18, 2023.

Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:58 UTC
Yearley Douglas C. Jr.Director · Chief Executive Officer
Tax withholdingCommon Stock 32,841 $102.48 $3,365,545.68
Disclosure

SEC source: 0001127602-23-030066 · form4.xml · nonDerivative · entry 5

Yearley Douglas C. Jr. · CIK 0001476755 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 346,382

Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:58 UTC
Yearley Douglas C. Jr.Director · Chief Executive Officer
Exercise / conversionCommon Stock 80,808 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-030066 · form4.xml · nonDerivative · entry 4

Yearley Douglas C. Jr. · CIK 0001476755 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 379,223

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The performance requirement was met on December 4, 2020. The service requirement was met on December 18, 2023.

Read SEC document
December 15, 2023 Filed Dec 15, 2023 21:09 UTC GiftCommon Stock 104 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-029701 · form4.xml · nonDerivative · entry 1

SHAPIRO PAUL E · CIK 0001191311 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 129,704

Read SEC document
December 14, 2023 Filed Dec 15, 2023 21:03 UTC
Yearley Douglas C. Jr.Director · Chief Executive Officer
Exercise / conversionStock Options (Right to Buy) · Derivative 40,000 $0.00 Strike: $32.49 $0.00
Disclosure

SEC source: 0001127602-23-029686 · form4.xml · derivative · entry 7

Yearley Douglas C. Jr. · CIK 0001476755 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 40,000 shares

Expires 2024-12-19

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: Vested 25% on 12/19/2015, 2016, 2017 and 2018. Exercisable as of the vesting date.

Read SEC document
December 14, 2023 Filed Dec 15, 2023 21:03 UTC
Yearley Douglas C. Jr.Director · Chief Executive Officer
SaleCommon Stock 17,399 $105.23 $1,830,853.27
Disclosure

SEC source: 0001127602-23-029686 · form4.xml · nonDerivative · entry 6

Yearley Douglas C. Jr. · CIK 0001476755 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 298,415

F2 · price: Price is the volume weighted average selling price of all sales by the reporting person on the transaction date within a one dollar range. Actual prices ranged from $105.15 to $105.39. The reporting person hereby undertakes to provide upon request of the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
December 14, 2023 Filed Dec 15, 2023 21:03 UTC
Yearley Douglas C. Jr.Director · Chief Executive Officer
SaleCommon Stock 22,601 $104.90 $2,370,867.50
Disclosure

SEC source: 0001127602-23-029686 · form4.xml · nonDerivative · entry 5

Yearley Douglas C. Jr. · CIK 0001476755 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 315,814

F1 · price: Price is the volume weighted average selling price of all sales by the reporting person on the transaction date within a one dollar range. Actual prices ranged from $104.15 to $105.14. The reporting person hereby undertakes to provide upon request of the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
December 14, 2023 Filed Dec 15, 2023 21:03 UTC
Yearley Douglas C. Jr.Director · Chief Executive Officer
Exercise / conversionCommon Stock 40,000 $32.49 $1,299,600.00
Disclosure

SEC source: 0001127602-23-029686 · form4.xml · nonDerivative · entry 4

Yearley Douglas C. Jr. · CIK 0001476755 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 338,415

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 07, 2023 Filed Dec 8, 2023 21:16 UTC
Yearley Douglas C. Jr.Director · Chief Executive Officer
GrantPerformance Based Restricted Stock Units · Derivative 62,625 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-029137 · form4.xml · derivative · entry 6

Yearley Douglas C. Jr. · CIK 0001476755 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,625

Underlying: Common Stock · 62,625 shares

Expires 2026-12-19

F2 · shares: Reflects the number of shares earned in respect to operational performance restricted stock units originally granted December 19, 2022. On December 7, 2023, the Compensation Committee of the Board of Directors certified the achievement levels of the operational metrics applicable to the award and the number of shares earned based on such results. One quarter of the shares earned vest each anniversary of the grant date, with settlement of 100% of the award on the fourth anniversary.

F3 · derivative.exercise_date: These performance-based restricted stock units vest 25% on each of December 19, 2023, 2024, 2025 and 2026. Settlement of 100% of earned shares is scheduled to occur on 12/19/2026.

Read SEC document
December 07, 2023 Filed Dec 8, 2023 21:16 UTC
Yearley Douglas C. Jr.Director · Chief Executive Officer
Tax withholdingCommon Stock 15,454 $88.90 $1,373,860.60
Disclosure

SEC source: 0001127602-23-029137 · form4.xml · nonDerivative · entry 5

Yearley Douglas C. Jr. · CIK 0001476755 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 298,415

Read SEC document
December 07, 2023 Filed Dec 8, 2023 21:16 UTC
Yearley Douglas C. Jr.Director · Chief Executive Officer
GrantCommon Stock 38,026 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-029137 · form4.xml · nonDerivative · entry 4

Yearley Douglas C. Jr. · CIK 0001476755 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 313,869

F1 · shares: Reflects the number of shares earned in respect of ROE-based performance restricted stock units originally granted on December 21, 2020. On December 7, 2023, the Compensation Committee of the Issuer's Board of Directors certified the achievement of the applicable performance metrics, which measured return on equity (ROE) of the Issuer over the three year period from November, 1 2020 to October 31, 2023. Settlement of the shares will occur on December 21, 2023.

Read SEC document
December 07, 2023 Filed Dec 8, 2023 21:12 UTC
Connor Martin P.Chief Financial Officer
GrantPerformance Based Restricted Stock Units · Derivative 14,831 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-029135 · form4.xml · derivative · entry 3

Connor Martin P. · CIK 0001501993 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,831

Underlying: Common Stock · 14,831 shares

Expires 2026-12-19

F2 · shares: Reflects the number of shares earned in respect to operational performance restricted stock units originally granted December 19, 2022. On December 7, 2023, the Compensation Committee of the Board of Directors certified the achievement levels of the operational metrics applicable to the award and the number of shares earned based on such results. One quarter of the shares earned vest each anniversary of the grant date, with settlement of 100% of the award on the fourth anniversary.

F3 · derivative.exercise_date: These performance-based restricted stock units vest 25% on each of December 19, 2023, 2024, 2025 and 2026. Settlement of 100% of earned shares is scheduled to occur on December 19, 2026.

Read SEC document
December 07, 2023 Filed Dec 8, 2023 21:12 UTC
Connor Martin P.Chief Financial Officer
Tax withholdingCommon Stock 3,667 $88.90 $325,996.30
Disclosure

SEC source: 0001127602-23-029135 · form4.xml · nonDerivative · entry 2

Connor Martin P. · CIK 0001501993 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,306

Read SEC document
December 07, 2023 Filed Dec 8, 2023 21:12 UTC
Connor Martin P.Chief Financial Officer
GrantCommon Stock 9,043 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-029135 · form4.xml · nonDerivative · entry 1

Connor Martin P. · CIK 0001501993 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,973

F1 · shares: Reflects the number of shares earned in respect of ROE-based performance restricted stock units originally granted on December 21, 2020. On December 7, 2023, the Compensation Committee of the Issuer's Board of Directors certified the achievement of the applicable performance metrics, which measured return on equity (ROE) of the Issuer over the three year period from November, 1 2020 to October 31, 2023. Settlement of the shares will occur on December 21, 2023.

Read SEC document
December 07, 2023 Filed Dec 8, 2023 21:10 UTC
Parahus RobertPresident & COO
Exercise / conversionStock Options (Right to Buy) · Derivative 9,000 $0.00 Strike: $32.85 $0.00
Disclosure

SEC source: 0001127602-23-029131 · form4.xml · derivative · entry 9

Parahus Robert · CIK 0001792406 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,000 shares

Expires 2025-12-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_date: Vested 25% on 12/18/2016, 12/18/2017, 12/18/2018 and 12/18/2019. Exercisable as of the vesting date.

Read SEC document
December 07, 2023 Filed Dec 8, 2023 21:10 UTC
Parahus RobertPresident & COO
Exercise / conversionStock Options (Right to Buy) · Derivative 4,250 $0.00 Strike: $32.49 $0.00
Disclosure

SEC source: 0001127602-23-029131 · form4.xml · derivative · entry 8

Parahus Robert · CIK 0001792406 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,250 shares

Expires 2024-12-19

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_date: Vested 25% on 12/19/2015, 12/19/2016, 12/19/2017 and 12/19/2018. Exercisable as of the vesting date.

Read SEC document
December 07, 2023 Filed Dec 8, 2023 21:10 UTC
Parahus RobertPresident & COO
GrantPerformance Based Restricted Stock Units · Derivative 12,360 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-029131 · form4.xml · derivative · entry 7

Parahus Robert · CIK 0001792406 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,360

Underlying: Common Stock · 12,360 shares

Expires 2026-12-19

F4 · shares: Reflects the number of shares earned in respect to operational performance restricted stock units originally granted December 19, 2022. On December 7, 2023, the Compensation Committee of the Board of Directors certified the achievement levels of the operational metrics applicable to the award and the number of shares earned based on such results. One quarter of the shares earned vest each anniversary of the grant date, with settlement of 100% of the award on the fourth anniversary.

F5 · derivative.exercise_date: These performance based restricted stock units vest 25% on each December 19, 2023, 2024, 2025 and 2026. Settlement of 100% of the earned shares is scheduled to occur on December 19, 2026.

Read SEC document
December 07, 2023 Filed Dec 8, 2023 21:10 UTC
Parahus RobertPresident & COO
Tax withholdingCommon Stock 1,453 $88.90 $129,171.70
Disclosure

SEC source: 0001127602-23-029131 · form4.xml · nonDerivative · entry 6

Parahus Robert · CIK 0001792406 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,236

Read SEC document
December 07, 2023 Filed Dec 8, 2023 21:10 UTC
Parahus RobertPresident & COO
SaleCommon Stock 12,194 $90.74 $1,106,542.09
Disclosure

SEC source: 0001127602-23-029131 · form4.xml · nonDerivative · entry 5

Parahus Robert · CIK 0001792406 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,689

F3 · price: Price is the volume weighted average selling price of all sales by the reporting person on the transaction date within a one dollar range. Actual prices ranged from $90.655 to $90.925. The reporting person hereby undertakes to provide upon request of the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
December 07, 2023 Filed Dec 8, 2023 21:10 UTC
Parahus RobertPresident & COO
SaleCommon Stock 13,250 $90.57 $1,199,994.20
Disclosure

SEC source: 0001127602-23-029131 · form4.xml · nonDerivative · entry 4

Parahus Robert · CIK 0001792406 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,883

F2 · price: Price is the volume weighted average selling price of all sales by the reporting person on the transaction date within a one dollar range. Actual prices ranged from $90.32 to $90.875. The reporting person hereby undertakes to provide upon request of the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.

Read SEC document
December 07, 2023 Filed Dec 8, 2023 21:10 UTC
Parahus RobertPresident & COO
Exercise / conversionCommon Stock 9,000 $32.85 $295,650.00
Disclosure

SEC source: 0001127602-23-029131 · form4.xml · nonDerivative · entry 3

Parahus Robert · CIK 0001792406 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,133

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 07, 2023 Filed Dec 8, 2023 21:10 UTC
Parahus RobertPresident & COO
Exercise / conversionCommon Stock 4,250 $32.49 $138,082.50
Disclosure

SEC source: 0001127602-23-029131 · form4.xml · nonDerivative · entry 2

Parahus Robert · CIK 0001792406 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,133

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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December 07, 2023 Filed Dec 8, 2023 21:10 UTC
Parahus RobertPresident & COO
GrantCommon Stock 3,531 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-029131 · form4.xml · nonDerivative · entry 1

Parahus Robert · CIK 0001792406 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,883

F1 · shares: Reflects the number of shares earned in respect of ROE-based performance restricted stock units originally granted on December 21, 2020. On December 7, 2023, the Compensation Committee of the Issuer's Board of Directors certified the achievement of the applicable performance metrics, which measured return on equity (ROE) of the Issuer over the three year period from November, 1 2020 to October 31, 2023. Settlement of the shares will occur on December 21, 2023.

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December 07, 2023 Filed Dec 8, 2023 21:06 UTC SaleCommon Stock 10,000 $90.69 $906,851.00
Disclosure

SEC source: 0001127602-23-029129 · form4.xml · nonDerivative · entry 1

MARBACH CARL B · CIK 0001210655 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,066

F1 · price: Price is the volume weighted average selling price of all sales by the reporting person on the transaction date within a one dollar range. Actual prices ranged from $90.67 to $90.72. The reporting person hereby undertakes to provide upon request of the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.

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December 07, 2023 Filed Dec 11, 2023 21:24 UTC Exercise / conversionStock Options (Right to Buy) · Derivative 3,518 $0.00 Strike: $35.16 $0.00
Disclosure

SEC source: 0001127602-23-029198 · form4.xml · derivative · entry 4

SHAPIRO PAUL E · CIK 0001191311 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,518 shares

Expires 2023-12-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: Vested 50% on 12/20/2014 and 2015. Exercisable as of vesting date.

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December 07, 2023 Filed Dec 11, 2023 21:24 UTC SaleCommon Stock 3,518 $91.41 $321,580.38
Disclosure

SEC source: 0001127602-23-029198 · form4.xml · nonDerivative · entry 3

SHAPIRO PAUL E · CIK 0001191311 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 129,808

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December 07, 2023 Filed Dec 11, 2023 21:24 UTC GiftCommon Stock 225 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-029198 · form4.xml · nonDerivative · entry 2

SHAPIRO PAUL E · CIK 0001191311 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133,326

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December 07, 2023 Filed Dec 11, 2023 21:24 UTC Exercise / conversionCommon Stock 3,518 $35.16 $123,692.88
Disclosure

SEC source: 0001127602-23-029198 · form4.xml · nonDerivative · entry 1

SHAPIRO PAUL E · CIK 0001191311 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133,551

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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December 01, 2023 Filed Dec 5, 2023 21:17 UTC
Grubb Michael J.SVP & Chief Accounting Officer
Exercise / conversionRestricted Stock Units · Derivative 1,899 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-028870 · form4.xml · derivative · entry 4

Grubb Michael J. · CIK 0001729059 · SVP & Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,899 shares

Expires 2023-12-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: These restricted stock units vested 25% on each December 1, 2020, 2021, 2022 and 2023. Settlement of 100% of these shares occurred on December 1, 2023.

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December 01, 2023 Filed Dec 5, 2023 21:17 UTC
Grubb Michael J.SVP & Chief Accounting Officer
Tax withholdingCommon Stock 501 $85.89 $43,030.89
Disclosure

SEC source: 0001127602-23-028870 · form4.xml · nonDerivative · entry 2

Grubb Michael J. · CIK 0001729059 · SVP & Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,602

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December 01, 2023 Filed Dec 5, 2023 21:17 UTC
Grubb Michael J.SVP & Chief Accounting Officer
Exercise / conversionCommon Stock 1,899 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-028870 · form4.xml · nonDerivative · entry 1

Grubb Michael J. · CIK 0001729059 · SVP & Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,103

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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December 01, 2023 Filed Dec 5, 2023 21:16 UTC
Parahus RobertPresident & COO
Exercise / conversionRestricted Stock Units · Derivative 4,555 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-028869 · form4.xml · derivative · entry 3

Parahus Robert · CIK 0001792406 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,555 shares

Expires 2023-12-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: These restricted stock units vested 25% on each December 1, 2020, 2021, 2022 and 2023. Settlement of 100% of these shares occurred on December 1, 2023.

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December 01, 2023 Filed Dec 5, 2023 21:16 UTC
Parahus RobertPresident & COO
Tax withholdingCommon Stock 1,191 $85.89 $102,294.99
Disclosure

SEC source: 0001127602-23-028869 · form4.xml · nonDerivative · entry 2

Parahus Robert · CIK 0001792406 · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,352

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.