Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Toll Brothers, Inc.TOL · Entity 3421 | Director | January 18, 2022 | January 20, 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.
Toll Brothers, Inc.
Report date January 18, 2022 · Filed January 20, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectRobert I. Toll Revocable Trust | 6,472,255 |
Reported balance
After 2022-01-18 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-01-18 · Exercise / conversion · Acquired 3,796 · Balance 6,472,255 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2021-12-18 | Direct | 0 |
Reported balance
After 2022-01-18 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-01-18 · Exercise / conversion · Disposed 3,796 · Balance 0 F1: These restricted stock units vest 50% on December 18, 2020 and 2021. 100% of the shares are distributable on 1/17/2022. |
| Common StockSEC Table I · non-derivative | Direct | 600,001 |
Reported balance
Holding disclosure · report date 2022-01-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 600,001 |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 1,794 |
Reported balance
Holding disclosure · report date 2022-01-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,794 |
| Common StockSEC Table I · non-derivative | IndirectTrusts | 202,957 |
Reported balance
Holding disclosure · report date 2022-01-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 202,957 |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units vest 50% on December 18, 2020 and 2021. 100% of the shares are distributable on 1/17/2022.
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 |
|---|---|---|---|---|---|---|
| January 18, 2022 Filed Jan 20, 2022 15:30 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 3,796 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001621 · form4.xml · derivative · entry 5 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,796 shares Expires 2021-12-18 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 · derivative.exercise_date: These restricted stock units vest 50% on December 18, 2020 and 2021. 100% of the shares are distributable on 1/17/2022. Read SEC document |
| January 18, 2022 Filed Jan 20, 2022 15:30 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 3,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001621 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 6,472,255 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 20, 2021 Filed Dec 22, 2021 16:18 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 2,457 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031742 · form4.xml · derivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,457 Underlying: Common Stock · 2,457 shares Expires 2023-12-20 F1 · derivative.exercise_date: These restricted stock units vest 50% on each of December 20, 2022 and 2023. Settlement of 100% of these shares will be on January 19, 2024. Read SEC document |
| December 18, 2021 Filed Dec 20, 2021 20:17 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 24,043 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031567 · form4.xml · derivative · entry 6 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,043 shares Expires 2021-12-18 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 3, 2018. The service requirement was met on 12/18/2021. F2 · derivative.exercise_date: These performance-based restricted stock units vest 25% on each of December 18, 2018, 2019, 2020 and 2021. Settlement of 100% of earned shares is scheduled to occur on 12/18/2021. Read SEC document |
| December 18, 2021 Filed Dec 20, 2021 20:17 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 9,883 | $68.54 | $677,380.82 |
DisclosureSEC source: 0001127602-21-031567 · form4.xml · nonDerivative · entry 2 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 3,138,459 Read SEC document |
| December 18, 2021 Filed Dec 20, 2021 20:17 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 24,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031567 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 3,148,342 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 3, 2018. The service requirement was met on 12/18/2021. Read SEC document |
| June 18, 2021 Filed Jul 8, 2021 20:10 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GiftCommon Stock | 1,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021723 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,930,001 Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 20:10 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 228,754 | $57.52 | $13,157,930.08 |
DisclosureSEC source: 0001127602-21-011403 · form4.xml · nonDerivative · entry 2 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 1,152,000 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple lots at prices ranging from $57.00 to $57.83 inclusive. The reporting person will provide to Toll Brothers, Inc, any security holder of Toll Brothers, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 20:10 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 20,050 | $57.52 | $1,153,276.00 |
DisclosureSEC source: 0001127602-21-011403 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 1,380,754 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple lots at prices ranging from $57.50 to $57.70 inclusive. The reporting person will provide to Toll Brothers, Inc, any security holder of Toll Brothers, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 12, 2021 Filed Mar 12, 2021 21:08 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GiftCommon Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-010375 · form4.xml · nonDerivative · entry 5 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,221,103 Read SEC document |
| March 11, 2021 Filed Mar 12, 2021 21:08 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 99,213 | $57.69 | $5,723,597.97 |
DisclosureSEC source: 0001127602-21-010375 · form4.xml · nonDerivative · entry 4 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,321,103 F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple lots at prices ranging from $57.50 to $58.07 inclusive. The reporting person will provide to Toll Brothers, Inc, any security holder of Toll Brothers, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:08 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 250,528 | $57.47 | $14,397,844.16 |
DisclosureSEC source: 0001127602-21-010375 · form4.xml · nonDerivative · entry 3 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 82,001 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple lots at prices ranging from $57.07 to $57.78 inclusive. The reporting person will provide to Toll Brothers, Inc, any security holder of Toll Brothers, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:08 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 68,000 | $57.37 | $3,901,160.00 |
DisclosureSEC source: 0001127602-21-010375 · form4.xml · nonDerivative · entry 2 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 332,529 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple lots at prices ranging from $57.17 to $57.68 inclusive. The reporting person will provide to Toll Brothers, Inc, any security holder of Toll Brothers, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 08, 2021 Filed Mar 12, 2021 21:08 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GiftCommon Stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-010375 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,420,316 Read SEC document |
| March 05, 2021 Filed Mar 5, 2021 21:17 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 154,964 | $53.24 | $8,250,283.36 |
DisclosureSEC source: 0001127602-21-009519 · form4.xml · nonDerivative · entry 3 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT, Expires March, 2022 Disclosed balance after: 0 F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple lots at prices ranging from $53.00 to $53.41 inclusive. The reporting person will provide to Toll Brothers, Inc, any security holder of Toll Brothers, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 04, 2021 Filed Mar 5, 2021 21:17 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 201,127 | $53.26 | $10,712,024.02 |
DisclosureSEC source: 0001127602-21-009519 · form4.xml · nonDerivative · entry 2 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT, Expires March, 2022 Disclosed balance after: 154,964 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple lots at prices ranging from $53.00 to $53.55 inclusive. The reporting person will provide to Toll Brothers, Inc, any security holder of Toll Brothers, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 21:17 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 143,909 | $53.38 | $7,681,862.42 |
DisclosureSEC source: 0001127602-21-009519 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT, Expires March, 2022 Disclosed balance after: 356,091 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple lots at prices ranging from $53.00 to $53.70 inclusive. The reporting person will provide to Toll Brothers, Inc, any security holder of Toll Brothers, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 21:01 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 81,003 | $0.00 Strike: $20.50 | $0.00 |
DisclosureSEC source: 0001127602-21-009093 · form4.xml · derivative · entry 13 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 81,003 shares Expires 2021-12-20 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. F6 · derivative.exercise_date: Exercisable 25% on 12/20/2012, 2013, 2014 and 2015. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 21:01 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 210,613 | $53.70 | $11,309,918.10 |
DisclosureSEC source: 0001127602-21-009093 · form4.xml · nonDerivative · entry 7 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 400,529 F5 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple lots at prices ranging from $53.21 to $54.07 inclusive. The reporting person will provide to Toll Brothers, Inc, any security holder of Toll Brothers, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 21:01 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 120,879 | $52.70 | $6,370,323.30 |
DisclosureSEC source: 0001127602-21-009093 · form4.xml · nonDerivative · entry 6 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 611,142 F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple lots at prices ranging from $52.22 to $53.205 inclusive. The reporting person will provide to Toll Brothers, Inc, any security holder of Toll Brothers, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 02, 2021 Filed Mar 3, 2021 21:01 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 81,003 | $20.50 | $1,660,561.50 |
DisclosureSEC source: 0001127602-21-009093 · form4.xml · nonDerivative · entry 5 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 732,021 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 |
| March 01, 2021 Filed Mar 3, 2021 21:01 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,600 | $0.00 Strike: $20.50 | $0.00 |
DisclosureSEC source: 0001127602-21-009093 · form4.xml · derivative · entry 12 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,003 Underlying: Common Stock · 1,600 shares Expires 2021-12-20 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. F6 · derivative.exercise_date: Exercisable 25% on 12/20/2012, 2013, 2014 and 2015. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:01 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 73,151 | $54.36 | $3,976,488.36 |
DisclosureSEC source: 0001127602-21-009093 · form4.xml · nonDerivative · entry 4 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 651,018 F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple lots at prices ranging from $53.93 to $54.50 inclusive. The reporting person will provide to Toll Brothers, Inc, any security holder of Toll Brothers, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:01 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 129,992 | $53.34 | $6,933,773.28 |
DisclosureSEC source: 0001127602-21-009093 · form4.xml · nonDerivative · entry 3 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 724,169 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple lots at prices ranging from $52.97 to $53.89 inclusive. The reporting person will provide to Toll Brothers, Inc, any security holder of Toll Brothers, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:01 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 2,018 | $54.75 | $110,485.50 |
DisclosureSEC source: 0001127602-21-009093 · form4.xml · nonDerivative · entry 2 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 854,161 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple lots at prices ranging from $54.75 to $54.775 inclusive. The reporting person will provide to Toll Brothers, Inc, any security holder of Toll Brothers, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:01 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 1,600 | $20.50 | $32,800.00 |
DisclosureSEC source: 0001127602-21-009093 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 856,179 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 |
| February 25, 2021 Filed Feb 26, 2021 21:20 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 17,397 | $0.00 Strike: $20.50 | $0.00 |
DisclosureSEC source: 0001127602-21-008078 · form4.xml · derivative · entry 8 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,603 Underlying: Common Stock · 17,397 shares Expires 2021-12-20 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. F4 · derivative.exercise_date: Exercisable 25% on 12/20/2012, 2013, 2014 and 2015. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 21:20 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 28,857 | $54.92 | $1,584,736.98 |
DisclosureSEC source: 0001127602-21-008078 · form4.xml · nonDerivative · entry 3 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 854,579 F1 · price: The Reporting person will provide, upon request by SEC staff, the issuer or a security holder, the full information about the number of shares sold at each separate sales price. F3 · price: Weighted average sales price. Actual sale prices ranged from $54.75 to $55.70. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 21:20 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 34,697 | $54.87 | $1,903,980.53 |
DisclosureSEC source: 0001127602-21-008078 · form4.xml · nonDerivative · entry 2 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 883,436 F1 · price: The Reporting person will provide, upon request by SEC staff, the issuer or a security holder, the full information about the number of shares sold at each separate sales price. F2 · price: Weighted average sales price. Actual sale prices ranged from $54.75 to $55.705. Read SEC document |
| February 25, 2021 Filed Feb 26, 2021 21:20 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 17,397 | $20.50 | $356,638.50 |
DisclosureSEC source: 0001127602-21-008078 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 918,133 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 |
| January 19, 2021 Filed Jan 21, 2021 13:27 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 4,626 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002194 · form4.xml · derivative · entry 7 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,626 shares Expires 2020-12-20 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: Vest 50% on 12/20/2019 and 2020. 100% of the shares are distributable on 1/19/2021. Read SEC document |
| January 19, 2021 Filed Jan 21, 2021 13:27 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 4,626 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002194 · form4.xml · nonDerivative · entry 3 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 900,736 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 29, 2020 Filed Jan 21, 2021 13:27 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GiftCommon Stock | 11,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002194 · form4.xml · nonDerivative · entry 2 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts Disclosed balance after: 202,957 Read SEC document |
| December 29, 2020 Filed Jan 21, 2021 13:27 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GiftCommon Stock | 11,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002194 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 896,110 Read SEC document |
| December 21, 2020 Filed Dec 22, 2020 21:09 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 3,259 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032207 · form4.xml · derivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,259 Underlying: Common Stock · 3,259 shares Expires 2022-12-22 F1 · derivative.exercise_date: These restricted stock units vest 50% on each December 21, 2021 and 2022. Settlement of 100% of these shares will be on 1/20/2023. Read SEC document |
| December 20, 2020 Filed Dec 22, 2020 15:33 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 33,376 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032156 · form4.xml · derivative · entry 7 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,376 shares Expires 2020-12-20 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 · shares: The performance requirement was met on December 6, 2017. The service requirement was met on 12/20/2020. F2 · derivative.exercise_date: These performance restricted stock units vest 25% on each December 20, 2017, 2018, 2019 and 2020. Read SEC document |
| December 20, 2020 Filed Dec 22, 2020 15:33 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 13,728 | $46.25 | $634,920.00 |
DisclosureSEC source: 0001127602-20-032156 · form4.xml · nonDerivative · entry 2 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 907,670 Read SEC document |
| December 20, 2020 Filed Dec 22, 2020 15:33 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 33,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032156 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 921,398 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 6, 2017. The service requirement was met on 12/20/2020. Read SEC document |
| October 13, 2020 Filed Oct 19, 2020 20:26 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GiftCommon Stock | 118,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-027204 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,820,316 Read SEC document |
| September 11, 2020 Filed Sep 14, 2020 12:30 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 254,986 | $44.23 | $11,277,036.33 |
DisclosureSEC source: 0001127602-20-024995 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT, Expires March, 2022 Disclosed balance after: 500,000 F1 · price: The Reporting person will provide, upon request by SEC staff, the issuer or a security holder, the full information about the number of shares sold at each separate sales price. F2 · price: Weighted Average sales price. Actual sale prices ranged from $44.20 to $44.29. Read SEC document |
| September 02, 2020 Filed Sep 4, 2020 13:10 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 14,472 | $44.23 | $640,090.77 |
DisclosureSEC source: 0001127602-20-024746 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT, Expires March, 2022 Disclosed balance after: 754,986 F1 · price: The Reporting person will provide, upon request by SEC staff, the issuer or a security holder, the full information about the number of shares sold at each separate sales price. F2 · price: Weighted average sales price. Actual sale prices ranged from $44.20 to $44.26. Read SEC document |
| August 28, 2020 Filed Aug 31, 2020 12:42 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 11,800 | $44.20 | $521,560.00 |
DisclosureSEC source: 0001127602-20-024411 · form4.xml · nonDerivative · entry 4 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT, Expires March, 2022 Disclosed balance after: 769,458 Read SEC document |
| August 27, 2020 Filed Aug 31, 2020 12:42 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 100,000 | $0.00 Strike: $19.32 | $0.00 |
DisclosureSEC source: 0001127602-20-024411 · form4.xml · derivative · entry 8 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2020-12-20 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. F3 · derivative.exercise_date: Exercisable 25% on 12/20/2011, 2012, 2013 and 2014. Read SEC document |
| August 27, 2020 Filed Aug 31, 2020 12:42 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 218,742 | $44.20 | $9,669,336.99 |
DisclosureSEC source: 0001127602-20-024411 · form4.xml · nonDerivative · entry 3 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT, Expires March, 2022 Disclosed balance after: 781,258 F1 · price: The Reporting person will provide, upon request by SEC staff, the issuer or a security holder, the full information about the number of shares sold at each separate sales price. F2 · price: Weighted average sales price. Actual sale prices ranged from $44.20 to $44.34. Read SEC document |
| August 27, 2020 Filed Aug 31, 2020 12:42 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 65,487 | $43.11 | $2,823,144.57 |
DisclosureSEC source: 0001127602-20-024411 · form4.xml · nonDerivative · entry 2 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 806,022 Read SEC document |
| August 27, 2020 Filed Aug 31, 2020 12:42 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 100,000 | $19.32 | $1,932,000.00 |
DisclosureSEC source: 0001127602-20-024411 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 871,509 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 18, 2019 Filed Dec 19, 2019 19:46 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 3,796 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035491 · form4.xml · derivative · entry 7 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,796 Underlying: Common Stock · 3,796 shares Expires 2021-12-18 F3 · derivative.exercise_date: These restricted stock units vest 50% on December 18, 2020 and 2021. 100% of the shares are distributable on 1/17/2022. Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 19:46 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 58,998 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035491 · form4.xml · derivative · entry 6 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 58,998 shares Expires 2019-12-18 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 14, 2016. The service requirement was met on December 18, 2019. F2 · derivative.exercise_date: These performance restricted stock units vest 25% on each December 18, 2016, 2017, 2018 and 2019. Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 19:46 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 24,266 | $39.58 | $960,448.28 |
DisclosureSEC source: 0001127602-19-035491 · form4.xml · nonDerivative · entry 2 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 3,283,502 Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 19:46 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 58,998 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035491 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 3,307,768 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 14, 2016. The service requirement was met on December 18, 2019. 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.