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 |
|---|---|---|---|---|---|---|
| December 20, 2018 Filed Dec 21, 2018 17:20 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 4,626 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-037067 · form4.xml · derivative · entry 7 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,626 Underlying: Common Stock · 4,626 shares Expires 2020-12-20 F3 · derivative.exercise_date: Vest 50% on 12/20/2019 and 2020. 100% of the shares are distributable on 1/19/2021. Read SEC document |
| December 19, 2018 Filed Dec 21, 2018 17:20 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 138,933 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-037067 · 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 · 138,933 shares Expires 2018-12-19 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. F1 · shares: The performance requirement was met on December 10, 2015. The service requirement was met on December 19,2018. F2 · derivative.exercise_date: The performance restricted stock units vest 25% on each December 19, 2015, 2016, 2017 and 2018. Read SEC document |
| December 19, 2018 Filed Dec 21, 2018 17:20 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 138,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-037067 · 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: 3,277,162 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 10, 2015. The service requirement was met on December 19,2018. Read SEC document |
| December 19, 2018 Filed Dec 21, 2018 17:20 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 60,563 | $32.32 | $1,957,396.16 |
DisclosureSEC source: 0001127602-18-037067 · 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: 3,138,229 Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 14:48 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantPerformance Based Restricted Stock Units · Derivative | 24,043 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-035286 · form4.xml · derivative · entry 5 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,043 Underlying: Common Stock · 24,043 shares Expires 2021-12-18 F2 · shares: Reflects the number of shares earned in respect of operational performance restricted stock units originally granted on December 18, 2017. On December 3, 2018, the Compensation Committee of the Board of Directors certified the achievement levels of the operational performance metrics applicable to the award and the number of shares earned based on such results. One quarter of shares earned vest on 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 18, 2018, 2019, 2020 and 2021. Settlement of 100% of earned shares is scheduled to occur on 12/18/2021. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 14:48 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantCommon Stock | 8,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-035286 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,516,635 F1 · shares: Reflects the number of shares earned in respect of TSR-based performance restricted stock units originally granted on December 18, 2015. On December 3, 2018, the Compensation Committee of the Issuer's Board of Directors certified the achievement of the applicable performance metric, which measured total shareholder return (TSR) of the Issuer over the three year period from November, 1 2015 to October 31, 2018 relative to the TSR of each of a peer group of companies. Settlement of the shares will occur on December 19, 2018. Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 18:35 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 12,767 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-031792 · form4.xml · derivative · entry 8 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,767 shares Expires 2018-10-31 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 performance restricted stock units vest-8,511 units on 12/6/2017 and 4,256 units on 10/31/2018. Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 18:35 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 12,767 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-031792 · form4.xml · nonDerivative · entry 5 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,508,323 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 |
| May 02, 2018 Filed Nov 2, 2018 18:35 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GiftCommon Stock | 1,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-031792 · form4.xml · nonDerivative · entry 4 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 3,190,480 Read SEC document |
| April 23, 2018 Filed Nov 2, 2018 18:35 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GiftCommon Stock | 3,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-031792 · form4.xml · nonDerivative · entry 3 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 3,188,976 Read SEC document |
| January 29, 2018 Filed Nov 2, 2018 18:35 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GiftCommon Stock | 51,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-031792 · form4.xml · nonDerivative · entry 2 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT, Expires January, 2018 Disclosed balance after: 0 Read SEC document |
| December 20, 2017 Filed Dec 20, 2017 20:14 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 133,736 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-035257 · form4.xml · derivative · entry 9 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 133,736 shares Expires 2017-12-20 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: Performance requirement was met on December 16, 2014. Service requirement was met on December 20, 2017. F3 · derivative.exercise_date: The performance restricted stock units vest 25% on each December 20, 2014,2015,2016 and 2017. Read SEC document |
| December 20, 2017 Filed Dec 20, 2017 20:14 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 58,497 | $47.44 | $2,775,097.68 |
DisclosureSEC source: 0001127602-17-035257 · form4.xml · nonDerivative · entry 3 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,495,556 Read SEC document |
| December 20, 2017 Filed Dec 20, 2017 20:14 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 133,736 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-035257 · form4.xml · nonDerivative · entry 2 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,554,053 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: Performance requirement was met on December 16, 2014. Service requirement was met on December 20, 2017. Read SEC document |
| December 18, 2017 Filed Dec 20, 2017 20:14 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantStock Options (Right to Buy) · Derivative | 43,866 | $0.00 Strike: $47.84 | $0.00 |
DisclosureSEC source: 0001127602-17-035257 · form4.xml · derivative · entry 8 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,866 Underlying: Common Stock · 43,866 shares Expires 2027-12-18 F2 · derivative.exercise_date: Exercisable 25% on December 18, 2018, 2019, 2020 and 2021. Read SEC document |
| December 11, 2017 Filed Dec 20, 2017 20:14 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GiftCommon Stock | 27,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-035257 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT- Expires December, 2017 Disclosed balance after: 0 Read SEC document |
| December 08, 2017 Filed Nov 2, 2018 18:35 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GiftCommon Stock | 11,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-031792 · 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: 3,028,128 Read SEC document |
| May 25, 2017 Filed May 26, 2017 13:26 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 273,033 | $0.00 Strike: $20.76 | $0.00 |
DisclosureSEC source: 0001127602-17-019488 · form4.xml · derivative · entry 8 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 273,033 shares Expires 2017-12-20 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. F2 · derivative.exercise_date: Exercisable 25% on 12/20/2008, 12/20/2009, 12/20/2010 and 12/20/2011 Read SEC document |
| May 25, 2017 Filed May 26, 2017 13:26 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 273,033 | $38.00 | $10,375,254.00 |
DisclosureSEC source: 0001127602-17-019488 · 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: 2,912,698 F1 · kind: All sales on this Form 4 were made pursuant to a 10b5-1 trading plan adopted on January 13,2017. Read SEC document |
| May 25, 2017 Filed May 26, 2017 13:26 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 273,033 | $20.76 | $5,668,165.08 |
DisclosureSEC source: 0001127602-17-019488 · 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: 3,185,731 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 |
| May 19, 2017 Filed May 23, 2017 16:41 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,967 | $0.00 Strike: $20.76 | $0.00 |
DisclosureSEC source: 0001127602-17-019145 · form4.xml · derivative · entry 8 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 273,033 Underlying: Common Stock · 1,967 shares Expires 2017-12-20 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. F2 · derivative.exercise_date: Exercisable 25% on 12/20/2008, 12/20/2009, 12/20/2010 and 12/20/2011 Read SEC document |
| May 19, 2017 Filed May 23, 2017 16:41 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 1,967 | $38.00 | $74,746.00 |
DisclosureSEC source: 0001127602-17-019145 · 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: 2,912,698 F1 · kind: All sales on this Form 4 were made pursuant to a 10b5-1 trading plan adopted on January 13,2017. Read SEC document |
| May 19, 2017 Filed May 23, 2017 16:41 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 1,967 | $20.76 | $40,834.92 |
DisclosureSEC source: 0001127602-17-019145 · 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: 2,914,665 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 09, 2017 Filed Mar 10, 2017 14:22 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 250,526 | $0.00 Strike: $20.76 | $0.00 |
DisclosureSEC source: 0001127602-17-011180 · form4.xml · derivative · entry 12 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,000 Underlying: Common Stock · 250,526 shares Expires 2017-12-20 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. F2 · derivative.exercise_date: Exercisable 25% on 12/20/2008, 12/20/2009, 12/20/2010 and 12/20/2011 Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 14:22 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 250,526 | $36.00 | $9,018,936.00 |
DisclosureSEC source: 0001127602-17-011180 · form4.xml · nonDerivative · entry 5 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 2,912,698 F1 · kind: All sales on this Form 4 were made pursuant to a 10b5-1 plan adopted 2/13/2017. Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 14:22 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 250,526 | $20.76 | $5,200,919.76 |
DisclosureSEC source: 0001127602-17-011180 · form4.xml · nonDerivative · entry 4 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 3,163,224 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 08, 2017 Filed Mar 10, 2017 14:22 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 24,474 | $0.00 Strike: $20.76 | $0.00 |
DisclosureSEC source: 0001127602-17-011180 · form4.xml · derivative · entry 11 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525,526 Underlying: Common Stock · 24,474 shares Expires 2017-12-20 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. F2 · derivative.exercise_date: Exercisable 25% on 12/20/2008, 12/20/2009, 12/20/2010 and 12/20/2011 Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 14:22 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 24,474 | $36.00 | $881,064.00 |
DisclosureSEC source: 0001127602-17-011180 · form4.xml · nonDerivative · entry 3 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Robert I. Toll Revocable Trust Disclosed balance after: 2,912,698 F1 · kind: All sales on this Form 4 were made pursuant to a 10b5-1 plan adopted 2/13/2017. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 14:22 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 24,474 | $20.76 | $508,080.24 |
DisclosureSEC source: 0001127602-17-011180 · 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: 2,937,172 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 28, 2016 Filed Mar 10, 2017 14:22 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GiftCommon Stock | 121,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011180 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Entities Wholly Owned By Reporting Person Disclosed balance after: 587,963 Read SEC document |
| December 20, 2016 Filed Dec 21, 2016 20:20 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 5,018 | $0.00 Strike: $31.82 | $0.00 |
DisclosureSEC source: 0001127602-16-070686 · form4.xml · derivative · entry 10 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,018 shares Expires 2016-12-20 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. Read SEC document |
| December 20, 2016 Filed Dec 21, 2016 20:20 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantStock Options (Right to Buy) · Derivative | 166,653 | $0.00 Strike: $31.61 | $0.00 |
DisclosureSEC source: 0001127602-16-070686 · form4.xml · derivative · entry 9 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,653 Underlying: Common Stock · 166,653 shares Expires 2026-12-20 F1 · derivative.exercise_date: Exercisable 25% on 12/20/2017, 2018, 2019 and 2020. Read SEC document |
| December 20, 2016 Filed Dec 21, 2016 20:20 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 5,018 | $32.00 | $160,576.00 |
DisclosureSEC source: 0001127602-16-070686 · form4.xml · nonDerivative · entry 2 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,498,302 Read SEC document |
| December 20, 2016 Filed Dec 21, 2016 20:20 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 5,018 | $31.82 | $159,672.76 |
DisclosureSEC source: 0001127602-16-070686 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,503,320 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, 2016 Filed Dec 8, 2017 16:39 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantPerformance Based Restricted Stock Units · Derivative | 33,376 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-034196 · form4.xml · derivative · entry 2 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,376 Underlying: Common Stock · 33,376 shares Expires 2020-12-20 F3 · date: The right to receive these performance restricted stock units was awarded on 12/20/2016 subject to obtaining certain performance goals. The performance goals were met on 12/6/2017. F4 · derivative.exercise_date: These performance restricted stock units vest 25% on each December 20, 2017, 2018, 2019 and 2020. Read SEC document |
| December 17, 2016 Filed Dec 20, 2016 20:52 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 140,079 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-070560 · form4.xml · derivative · entry 9 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 140,079 shares Expires 2016-12-17 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: Performance criteria was met on December 5, 2013. Service requirement was met on December 17, 2016. F2 · derivative.exercise_date: The performance restricted stock units vest 25% on each December 17, 2013, 2014, 2015 and 2016. Read SEC document |
| December 17, 2016 Filed Dec 20, 2016 20:52 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 62,094 | $31.59 | $1,961,549.46 |
DisclosureSEC source: 0001127602-16-070560 · form4.xml · nonDerivative · entry 2 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,498,302 Read SEC document |
| December 17, 2016 Filed Dec 20, 2016 20:52 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 140,079 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-070560 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,560,396 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: Performance criteria was met on December 5, 2013. Service requirement was met on December 17, 2016. Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 20:47 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantPerformance Based Restricted Stock Units · Derivative | 58,998 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-070111 · form4.xml · derivative · entry 8 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,998 Underlying: Common Stock · 58,998 shares Expires 2019-12-18 F1 · date: The right to receive these performance restricted stock units was awarded on 12/18/2015 subject to obtaining certain performance goals. The performance goals were met on 12/14/2016. F2 · derivative.exercise_date: These performance restricted stock units vest 25% on each December 18, 2016, 2017, 2018 and 2019. Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 20:47 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GiftCommon Stock | 13,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-070111 · form4.xml · nonDerivative · entry 2 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts Disclosed balance after: 158,580 Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 20:47 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GiftCommon Stock | 13,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-070111 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Entities Wholly Owned By Reporting Person Disclosed balance after: 709,243 Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 19:44 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 269,982 | $0.00 Strike: $31.82 | $0.00 |
DisclosureSEC source: 0001127602-16-069651 · form4.xml · derivative · entry 9 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,018 Underlying: Common Stock · 269,982 shares Expires 2016-12-20 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. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 19:44 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 269,982 | $33.27 | $8,981,545.19 |
DisclosureSEC source: 0001127602-16-069651 · 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: 2,114,790 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 $33.00 to $33.48. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 19:44 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 269,982 | $31.82 | $8,590,827.24 |
DisclosureSEC source: 0001127602-16-069651 · 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: 2,384,772 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, 2016 Filed Dec 9, 2016 20:19 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 275,000 | $0.00 Strike: $31.82 | $0.00 |
DisclosureSEC source: 0001127602-16-069564 · form4.xml · derivative · entry 9 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,000 Underlying: Common Stock · 275,000 shares Expires 2016-12-20 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. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 20:19 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 275,000 | $32.56 | $8,953,780.00 |
DisclosureSEC source: 0001127602-16-069564 · form4.xml · nonDerivative · entry 2 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,420,317 F1 · kind: All sales reported on this Form 4 were made pursuant to a 10b5-1 Plan adopted September 1, 2016. F2 · 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 $32.50-$32.76. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 20:19 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 275,000 | $31.82 | $8,750,500.00 |
DisclosureSEC source: 0001127602-16-069564 · form4.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,695,317 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 |
| June 14, 2016 Filed Nov 18, 2016 15:58 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GiftCommon Stock | 3,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-067708 · form5.xml · nonDerivative · entry 2 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Entities Wholly Owned By Reporting Person Disclosed balance after: 722,293 Read SEC document |
| June 01, 2016 Filed Nov 18, 2016 15:58 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GiftCommon Stock | 1,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-067708 · form5.xml · nonDerivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · Entities Wholly Owned By Reporting Person Disclosed balance after: 722,293 Read SEC document |
| December 18, 2015 Filed Dec 8, 2017 16:39 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantPerformance Based Restricted Stock Units · Derivative | 12,767 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-034196 · form4.xml · derivative · entry 1 TOLL ROBERT I · CIK 0000922997 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,767 Underlying: Common Stock · 12,767 shares Expires 2018-10-31 F1 · date: The right to receive these performance restricted stock units was awarded on 12/18/2015 subject to obtaining certain performance goals. The performance goals were met on 12/6/2017. F2 · derivative.exercise_date: These performance restricted stock units vest-8,511 units on 12/6/2017 and 4,256 units on 10/31/2018. 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.