Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Toll Brothers, Inc.TOL · Entity 3421 | Director | January 19, 2021 | January 20, 2021 |
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 19, 2021 · Filed January 20, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,924 |
Reported balance
After 2021-01-19 transaction · row 1
1 source rowRow 1 · 2021-01-19 · Exercise / conversion · Acquired 5,138 · Balance 55,924 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2020-12-20 | Direct | 0 |
Reported balance
After 2021-01-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-01-19 · Exercise / conversion · Disposed 5,138 · Balance 0 F1: Vest 50% on 12/20/2019 and 2020. 100% of the shares are distributable on 1/19/2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Vest 50% on 12/20/2019 and 2020. 100% of the shares are distributable on 1/19/2021.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Beneficial Bancorp Inc.
Report date March 01, 2019 · Filed March 05, 2019
Section 16 reporting ended · disclosed 2019-03-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 1
1 source rowRow 1 · 2019-03-01 · Disposition to issuer · Disposed 112,026 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.40 · Expires 2023-01-17 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-03-01 · Disposition to issuer · Disposed 10,999 · Balance 0 F3: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.77 · Expires 2024-02-20 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-03-01 · Disposition to issuer · Disposed 13,748 · Balance 0 F3: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.82 · Expires 2020-03-05 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-03-01 · Disposition to issuer · Disposed 5,499 · Balance 0 F3: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.30 · Expires 2022-03-23 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-03-01 · Disposition to issuer · Disposed 10,999 · Balance 0 F3: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2: Stock options are fully vested and exercisable. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.62 · Expires 2021-05-27 | Direct | 0 |
Reported balance
After 2019-03-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-03-01 · Disposition to issuer · Disposed 5,499 · Balance 0 F3: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2: Stock options are fully vested and exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash.
F2: Stock options are fully vested and exercisable.
F3: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option.
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 19, 2021 Filed Jan 20, 2021 18:51 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 5,138 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002099 · form4.xml · derivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,138 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 20, 2021 18:51 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 5,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-002099 · form4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,924 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 21, 2020 Filed Dec 22, 2020 20:21 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 3,911 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032179 · form4.xml · derivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,911 Underlying: Common Stock · 3,911 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 1/19/2023. Read SEC document |
| August 27, 2020 Filed Aug 28, 2020 20:13 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 17,000 | $0.00 Strike: $19.32 | $0.00 |
DisclosureSEC source: 0001127602-20-024375 · form4.xml · derivative · entry 3 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,000 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 50% on 12/20/2011 and 12/20/2012 Read SEC document |
| August 27, 2020 Filed Aug 28, 2020 20:13 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 17,000 | $44.91 | $763,476.80 |
DisclosureSEC source: 0001127602-20-024375 · form4.xml · nonDerivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,786 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 $44.58 to $45.24. Read SEC document |
| August 27, 2020 Filed Aug 28, 2020 20:13 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 17,000 | $19.32 | $328,440.00 |
DisclosureSEC source: 0001127602-20-024375 · form4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,786 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 17, 2020 Filed Jan 21, 2020 13:38 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 3,482 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001974 · form4.xml · derivative · entry 3 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,482 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 · derivative.exercise_date: Vest 50% on 12/18/2018 and 2019. 100% of the shares are distributable on 1/17/2020. Read SEC document |
| January 17, 2020 Filed Jan 21, 2020 13:38 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 3,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001974 · form4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,786 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 20:30 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 4,555 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035500 · form4.xml · derivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,555 Underlying: Common Stock · 4,555 shares Expires 2021-12-18 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 |
| June 07, 2019 Filed Jun 11, 2019 12:28 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 17,000 | $0.00 Strike: $18.38 | $0.00 |
DisclosureSEC source: 0001127602-19-021282 · form4.xml · derivative · entry 3 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,000 shares Expires 2019-12-20 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 50% on 12/20/2010 and 12/20/2011. Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 12:28 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 17,000 | $37.01 | $629,249.90 |
DisclosureSEC source: 0001127602-19-021282 · form4.xml · nonDerivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,304 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 $37.00 to $37.06. Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 12:28 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 17,000 | $18.38 | $312,460.00 |
DisclosureSEC source: 0001127602-19-021282 · form4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,304 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, 2019 Filed Mar 5, 2019 08:56 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 5,499 | $0.00 Strike: $7.62 | $0.00 |
DisclosureSEC source: 0001225208-19-004474 · doc4.xml · derivative · entry 6 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,499 shares Expires 2021-05-27 F3 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 08:56 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 10,999 | $0.00 Strike: $8.30 | $0.00 |
DisclosureSEC source: 0001225208-19-004474 · doc4.xml · derivative · entry 5 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,999 shares Expires 2022-03-23 F3 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 08:56 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 5,499 | $0.00 Strike: $8.82 | $0.00 |
DisclosureSEC source: 0001225208-19-004474 · doc4.xml · derivative · entry 4 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,499 shares Expires 2020-03-05 F3 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 08:56 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 13,748 | $0.00 Strike: $10.77 | $0.00 |
DisclosureSEC source: 0001225208-19-004474 · doc4.xml · derivative · entry 3 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,748 shares Expires 2024-02-20 F3 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 08:56 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerStock Option (Right to Buy) · Derivative | 10,999 | $0.00 Strike: $8.40 | $0.00 |
DisclosureSEC source: 0001225208-19-004474 · doc4.xml · derivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,999 shares Expires 2023-01-17 F3 · price: At the Effective Time, pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS and Beneficial, all stock options were cancelled and the reporting person received a cash payment for each stock option equal to the difference, if positive, between $19.50 and the applicable exercise price of such stock option. F2 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 08:56 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 112,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-004474 · doc4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Reorganization, dated as of August 7, 2018 and amended on November 1, 2018, by and between WSFS Financial Corporation ("WSFS") and Beneficial Bancorp, Inc. ("Beneficial"), pursuant to which Beneficial merged with and into WSFS, with WSFS continuing as the surviving entity (the "Merger"). At the effective time of the Merger (the "Effective Time"), each share of Beneficial common stock issued and outstanding immediately prior to such time (other than certain excluded common stock) was converted into the right to receive 0.3013 of a share of WSFS common stock and $2.93 in cash. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 15:17 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003365 · doc4.xml · nonDerivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VII Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 330 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 5 equal annual installments with the first 20% vesting on February 20, 2015, the first anniversary of the date of the award. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 15:17 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003365 · doc4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,026 F1 · kind: Since the reporting person's last report, 330 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 18:31 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 2,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001483 · doc4.xml · nonDerivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XIII Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 2,410 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock were fully vested on January 25, 2019. Read SEC document |
| January 25, 2019 Filed Jan 29, 2019 18:31 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 2,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-001483 · doc4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,696 F1 · kind: Since the reporting person's last report, 2,410 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 22, 2019 Filed Jan 22, 2019 14:54 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 2,108 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-002412 · form4.xml · derivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,108 shares Expires 2018-12-20 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 12/20/2017 and 2018. 100% are deliverable within 30 days of the second anniversary of the grant date. Read SEC document |
| January 22, 2019 Filed Jan 22, 2019 14:54 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 2,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-002412 · form4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,304 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, 2018 Filed Dec 21, 2018 16:30 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 5,138 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-037043 · form4.xml · derivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,138 Underlying: Common Stock · 5,138 shares Expires 2020-12-20 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 |
| October 18, 2018 Filed Oct 19, 2018 13:06 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Disposition to issuerCommon Stock | 22,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-014743 · doc4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock X Disclosed balance after: 0 Read SEC document |
| August 23, 2018 Filed Aug 24, 2018 13:52 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 17,000 | $0.00 Strike: $21.70 | $0.00 |
DisclosureSEC source: 0001127602-18-026175 · form4.xml · derivative · entry 3 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,000 shares Expires 2018-12-20 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 |
| August 23, 2018 Filed Aug 24, 2018 13:52 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 17,000 | $37.64 | $639,949.70 |
DisclosureSEC source: 0001127602-18-026175 · form4.xml · nonDerivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,196 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 $37.62 to $37.74. Read SEC document |
| August 23, 2018 Filed Aug 24, 2018 13:52 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 17,000 | $21.70 | $368,900.00 |
DisclosureSEC source: 0001127602-18-026175 · form4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,196 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 |
| April 23, 2018 Filed Apr 24, 2018 12:31 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,499 | $0.00 Strike: $7.59 | $0.00 |
DisclosureSEC source: 0001225208-18-007987 · doc4.xml · derivative · entry 6 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,499 shares Expires 2019-03-09 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. F5 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| April 23, 2018 Filed Apr 24, 2018 12:31 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | SaleCommon Stock | 5,499 | $16.00 | $87,984.00 |
DisclosureSEC source: 0001225208-18-007987 · doc4.xml · nonDerivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,286 F1 · kind: This Form 4 reflects the sale of shares pursuant to a Board-approved Rule 10b5-1 trading plan. Read SEC document |
| April 23, 2018 Filed Apr 24, 2018 12:31 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionCommon Stock | 5,499 | $7.59 | $41,737.41 |
DisclosureSEC source: 0001225208-18-007987 · doc4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,785 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 20, 2018 Filed Feb 22, 2018 13:55 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003700 · doc4.xml · nonDerivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VII Disclosed balance after: 330 F1 · kind: Since the reporting person's last report, 330 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 5 equal annual installments with the first 20% vesting on February 20, 2015, the first anniversary of the date of the award. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 13:55 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-003700 · doc4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,286 F1 · kind: Since the reporting person's last report, 330 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 17:18 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 2,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001794 · doc4.xml · nonDerivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XII Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 2,778 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock will fully vest on January 26, 2018. Read SEC document |
| January 26, 2018 Filed Jan 29, 2018 17:18 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 2,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001794 · doc4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,956 F1 · kind: Since the reporting person's last report, 2,778 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 25, 2018 Filed Jan 26, 2018 16:32 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | GrantCommon Stock | 2,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001635 · doc4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XIII Disclosed balance after: 2,410 F1 · ownership.nature: Shares of restricted stock will fully vest on January 25, 2019. Read SEC document |
| January 17, 2018 Filed Jan 18, 2018 15:17 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 2,029 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-002005 · form4.xml · derivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,029 shares Expires 2018-01-17 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 · derivative.exercise_date: Vesting 50% 12/18/2016 and 2017. F2 · derivative.expiration_date: Distribution of 100% of the shares will be 30 days following the second anniversary of the grant date. Read SEC document |
| January 17, 2018 Filed Jan 18, 2018 15:17 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 2,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-002005 · form4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,196 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 17, 2018 Filed Jan 18, 2018 21:02 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001278 · doc4.xml · nonDerivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VI Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 550 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 5 equal annual installments with the first 20% vesting on January 17, 2014, the first anniversary of the date of the award. Read SEC document |
| January 17, 2018 Filed Jan 18, 2018 21:02 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001278 · doc4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,178 F1 · kind: Since the reporting person's last report, 550 shares of restricted stock have vested and are now held directly. Read SEC document |
| January 09, 2018 Filed Jan 11, 2018 10:37 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 22,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000921 · doc4.xml · nonDerivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock X Disclosed balance after: 22,037 F1 · kind: Since the reporting person's last report, 22,037 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 3 installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award, and the second and third installments vesting on January 9, 2018 and January 9, 2019, respectively. Read SEC document |
| January 09, 2018 Filed Jan 11, 2018 10:37 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 22,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-000921 · doc4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,628 F1 · kind: Since the reporting person's last report, 22,037 shares of restricted stock have vested and are now held directly. Read SEC document |
| December 18, 2017 Filed Dec 19, 2017 16:50 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 3,482 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-035035 · form4.xml · derivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,482 Underlying: Common Stock · 3,482 shares Expires 2019-12-18 F1 · derivative.exercise_date: Vest 50% on 12/18/2018 and 2019. 100% of the shares are distributable on 1/17/2020. Read SEC document |
| July 21, 2017 Filed Jul 25, 2017 11:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 3,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012842 · doc4.xml · nonDerivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XI Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 3,870 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock will fully vest on July 21, 2017. Read SEC document |
| July 21, 2017 Filed Jul 25, 2017 11:29 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 3,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-012842 · doc4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,591 F1 · kind: Since the reporting person's last report, 3,870 shares of restricted stock have vested and are now held directly. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 11:36 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 22,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011180 · doc4.xml · nonDerivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock X Disclosed balance after: 44,074 F1 · kind: Since the reporting person's last report, 22,037 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 3 installments with the first 33 1/3% vesting on June 9, 2017, the first anniversary of the date of the award, and the second and third installments vesting on January 9, 2018 and January 9, 2019, respectively. Read SEC document |
| June 09, 2017 Filed Jun 13, 2017 11:36 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 22,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-011180 · doc4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,721 F1 · kind: Since the reporting person's last report, 22,037 shares of restricted stock have vested and are now held directly. Read SEC document |
| March 23, 2017 Filed Mar 27, 2017 19:39 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006869 · doc4.xml · nonDerivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock V Disclosed balance after: 0 F1 · kind: Since the reporting person's last report, 550 shares of restricted stock have vested and are now held directly. F2 · ownership.nature: Shares of restricted stock vest in 5 equal annual installments with the first 20% vesting on March 23, 2013, the first anniversary of the date of the award. Read SEC document |
| March 23, 2017 Filed Mar 27, 2017 19:39 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-006869 · doc4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,684 F1 · kind: Since the reporting person's last report, 550 shares of restricted stock have vested and are now held directly. 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.