Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Toast, Inc.TOST · Entity 3272 | Chief Technology Officer · 10% owner | May 03, 2022 | May 05, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Toast, Inc.
Report date May 03, 2022 · Filed May 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 6,868 |
Reported balance
After 2022-05-03 transaction · row 1
1 source rowRow 1 · 2022-05-03 · Sale · Disposed 985 · Balance 6,868 F1: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and does not represent a discretionary trade by the Reporting Person. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy The Jonathan M. Grimm Trust | 3,084,674 |
Reported balance
Holding disclosure · report date 2022-05-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,084,674 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and does not represent a discretionary trade by the Reporting Person.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 03, 2022 Filed May 5, 2022 22:53 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 985 | $19.33 | $19,038.08 |
DisclosureSEC source: 0000899243-22-016935 · doc4.xml · nonDerivative · entry 1 Grimm Jonathan · CIK 0001907485 · Chief Technology Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,868 F1 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of Restricted Stock Units, and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| May 01, 2022 Filed May 3, 2022 23:13 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 3,521 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-016412 · doc4.xml · derivative · entry 3 Grimm Jonathan · CIK 0001907485 · Chief Technology Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,815 Underlying: Class A Common Stock · 3,521 shares Expires not disclosed 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_price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F2 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. F2 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. Read SEC document |
| May 01, 2022 Filed May 3, 2022 23:13 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 3,521 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-016412 · doc4.xml · nonDerivative · entry 1 Grimm Jonathan · CIK 0001907485 · Chief Technology Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,853 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 · price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| April 13, 2022 Filed May 3, 2022 23:13 UTC | Toast, Inc. TOST · Entity 3272 | GiftClass B Common Stock · Derivative | 36,452 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-016412 · doc4.xml · derivative · entry 4 Grimm Jonathan · CIK 0001907485 · Chief Technology Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Jonathan M. Grimm 2020 Grantor Retained Annuity Trust Disclosed balance after: 1,745,215 Underlying: Class A Common Stock · 36,452 shares Expires not disclosed F3 · derivative.exercise_price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F4 · shares: Reflects 36,452 shares of Class B Common Stock transferred from The Jonathan M. Grimm 2020 Grantor Retained Annuity Trust to The Jonathan M. Grimm Trust in connection with an annual GRAT distribution. F3 · derivative.exercise_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F3 · derivative.expiration_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F4 · derivative.underlying_shares: Reflects 36,452 shares of Class B Common Stock transferred from The Jonathan M. Grimm 2020 Grantor Retained Annuity Trust to The Jonathan M. Grimm Trust in connection with an annual GRAT distribution. F4 · balance_after: Reflects 36,452 shares of Class B Common Stock transferred from The Jonathan M. Grimm 2020 Grantor Retained Annuity Trust to The Jonathan M. Grimm Trust in connection with an annual GRAT distribution. Read SEC document |
| April 04, 2022 Filed Apr 6, 2022 00:43 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 1,918 | $23.67 | $45,389.47 |
DisclosureSEC source: 0000899243-22-013925 · doc4.xml · nonDerivative · entry 2 Grimm Jonathan · CIK 0001907485 · Chief Technology Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,332 F2 · kind: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person. Read SEC document |
| April 01, 2022 Filed Apr 6, 2022 00:43 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-013925 · doc4.xml · derivative · entry 4 Grimm Jonathan · CIK 0001907485 · Chief Technology Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,750 Underlying: Class A Common Stock · 6,250 shares Expires not disclosed 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_price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. F3 · derivative.expiration_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. Read SEC document |
| April 01, 2022 Filed Apr 6, 2022 00:43 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 6,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-013925 · doc4.xml · nonDerivative · entry 1 Grimm Jonathan · CIK 0001907485 · Chief Technology Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 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 · price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Read SEC document |
| March 25, 2022 Filed Apr 6, 2022 00:43 UTC | Toast, Inc. TOST · Entity 3272 | GiftClass B Common Stock · Derivative | 258,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-013925 · doc4.xml · derivative · entry 5 Grimm Jonathan · CIK 0001907485 · Chief Technology Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Jonathan M. Grimm 2020 Grantor Retained Annuity Trust Disclosed balance after: 1,781,667 Underlying: Class A Common Stock · 258,333 shares Expires not disclosed F4 · derivative.exercise_price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F5 · shares: Reflects 258,333 shares of Class B Common Stock transferred from The Jonathan M. Grimm 2020 Grantor Retained Annuity Trust to The Jonathan M. Grimm Trust in connection with an annual GRAT distribution. F4 · derivative.exercise_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F4 · derivative.expiration_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F5 · derivative.underlying_shares: Reflects 258,333 shares of Class B Common Stock transferred from The Jonathan M. Grimm 2020 Grantor Retained Annuity Trust to The Jonathan M. Grimm Trust in connection with an annual GRAT distribution. F5 · balance_after: Reflects 258,333 shares of Class B Common Stock transferred from The Jonathan M. Grimm 2020 Grantor Retained Annuity Trust to The Jonathan M. Grimm Trust in connection with an annual GRAT distribution. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:35 UTC | Toast, Inc. TOST · Entity 3272 | GrantRestricted Stock Units · Derivative | 56,336 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-011410 · doc4.xml · derivative · entry 3 Grimm Jonathan · CIK 0001907485 · Chief Technology Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,336 Underlying: Class A Common Stock · 56,336 shares Expires not disclosed F2 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 20:35 UTC | Toast, Inc. TOST · Entity 3272 | GrantStock Option (Right to Buy) · Derivative | 306,358 | $0.00 Strike: $17.38 | $0.00 |
DisclosureSEC source: 0000899243-22-011410 · doc4.xml · derivative · entry 2 Grimm Jonathan · CIK 0001907485 · Chief Technology Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306,358 Underlying: Class A Common Stock · 306,358 shares Expires 2032-03-15 F1 · derivative.exercise_date: The shares underlying this option shall vest and become exercisable in sixteen equal quarterly installments following February 1, 2022. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 21:31 UTC | Toast, Inc. TOST · Entity 3272 | OtherRestricted Stock Units · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-009682 · doc4.xml · derivative · entry 7 Grimm Jonathan · CIK 0001907485 · Chief Technology Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed F3 · derivative.exercise_price: In connection with the voluntary conversion described in footnote 1, the outstanding Restricted Stock Units ("RSUs") convertible into Class B Common Stock remain unchanged, except that the RSUs are now convertible into Class A Common Stock upon vesting and settlement. F1 · kind: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F4 · derivative.exercise_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. F4 · derivative.expiration_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 21:31 UTC | Toast, Inc. TOST · Entity 3272 | OtherRestricted Stock Units · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-009682 · doc4.xml · derivative · entry 6 Grimm Jonathan · CIK 0001907485 · Chief Technology Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class B Common Stock · 25,000 shares Expires not disclosed F3 · derivative.exercise_price: In connection with the voluntary conversion described in footnote 1, the outstanding Restricted Stock Units ("RSUs") convertible into Class B Common Stock remain unchanged, except that the RSUs are now convertible into Class A Common Stock upon vesting and settlement. F1 · kind: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F4 · derivative.exercise_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. F4 · derivative.expiration_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 21:31 UTC | Toast, Inc. TOST · Entity 3272 | ConversionClass B Common Stock · Derivative | 1,400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-009682 · doc4.xml · derivative · entry 2 Grimm Jonathan · CIK 0001907485 · Chief Technology Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Jonathan M. Grimm Trust Disclosed balance after: 20,136,615 Underlying: Class A Common Stock · 1,400,000 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F1 · kind: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F2 · derivative.exercise_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F2 · derivative.expiration_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 21:31 UTC | Toast, Inc. TOST · Entity 3272 | ConversionClass A Common Stock | 1,400,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-009682 · doc4.xml · nonDerivative · entry 1 Grimm Jonathan · CIK 0001907485 · Chief Technology Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By The Jonathan M. Grimm Trust Disclosed balance after: 3,084,674 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 · kind: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F1 · price: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F2 · price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.