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 |
|---|---|---|---|---|---|---|
| February 24, 2017 Filed Feb 27, 2017 15:43 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 17,000 | $0.00 Strike: $20.76 | $0.00 |
DisclosureSEC source: 0001127602-17-008450 · 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 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. F3 · derivative.exercise_date: Exercisable 50% on 12/20/2008, 12/20/2009 Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 15:43 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 17,000 | $33.68 | $572,532.80 |
DisclosureSEC source: 0001127602-17-008450 · form4.xml · nonDerivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,167 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 form $33.63-$33.7009. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 15:43 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 17,000 | $20.76 | $352,920.00 |
DisclosureSEC source: 0001127602-17-008450 · form4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,167 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, 2017 Filed Feb 21, 2017 18:20 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004010 · doc4.xml · nonDerivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VII Disclosed balance after: 660 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, 2017 Filed Feb 21, 2017 18:20 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004010 · doc4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,134 F1 · kind: Since the reporting person's last report, 330 shares of restricted stock have vested and are now held directly. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 15:58 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionStock Option (Right to Buy) · Derivative | 54,995 | $0.00 Strike: $10.78 | $0.00 |
DisclosureSEC source: 0001225208-17-003550 · doc4.xml · derivative · entry 9 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 54,995 shares Expires 2018-08-06 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. F8 · derivative.exercise_date: Stock options are fully vested and exercisable. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 15:58 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | SaleCommon Stock | 54,995 | $16.58 | $911,657.61 |
DisclosureSEC source: 0001225208-17-003550 · doc4.xml · nonDerivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,804 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $16.50 to $16.675, inclusive. The reporting person undertakes to provide the Issuer, any security holder of the Issuer, 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 |
| February 15, 2017 Filed Feb 16, 2017 15:58 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | Exercise / conversionCommon Stock | 54,995 | $10.78 | $592,846.10 |
DisclosureSEC source: 0001225208-17-003550 · doc4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,799 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 26, 2017 Filed Jan 30, 2017 15:30 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | GrantCommon Stock | 2,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001985 · doc4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock XII Disclosed balance after: 2,778 F1 · ownership.nature: Shares of restricted stock will fully vest on January 26, 2018. Read SEC document |
| January 18, 2017 Filed Jan 19, 2017 20:16 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 2,052 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002027 · 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 · 2,052 shares Expires 2017-01-18 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: Vesting 50% on 12/19/2015 and 2016. 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 18, 2017 Filed Jan 19, 2017 20:16 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 2,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002027 · form4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,167 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, 2017 Filed Jan 23, 2017 17:39 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001483 · doc4.xml · nonDerivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock VI Disclosed balance after: 550 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, 2017 Filed Jan 23, 2017 17:39 UTC | Beneficial Bancorp Inc. BNCL · Entity 159438 | OtherCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001483 · doc4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,804 F1 · kind: Since the reporting person's last report, 550 shares of restricted stock have vested and are now held directly. Read SEC document |
| December 20, 2016 Filed Dec 21, 2016 20:36 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 2,108 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-070688 · form4.xml · derivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,108 Underlying: Common Stock · 2,108 shares Expires 2018-12-20 F2 · derivative.exercise_date: Vest 50% on 12/20/2017 and 2018. 100% are distributable on 12/20/2018. Read SEC document |
| December 20, 2016 Filed Dec 21, 2016 20:36 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantStock Options (Right to Buy) · Derivative | 3,965 | $0.00 Strike: $31.61 | $0.00 |
DisclosureSEC source: 0001127602-16-070688 · form4.xml · derivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,965 Underlying: Common Stock · 3,965 shares Expires 2026-12-20 F1 · derivative.exercise_date: Exercisable 50% on 12/20/2017 and 2018. Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 17:16 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 17,000 | $0.00 Strike: $31.82 | $0.00 |
DisclosureSEC source: 0001127602-16-069841 · 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 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. F3 · derivative.exercise_date: Exercisable 50% on 12/20/2007, 12/20/2008 Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 17:16 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 17,000 | $32.49 | $552,253.50 |
DisclosureSEC source: 0001127602-16-069841 · form4.xml · nonDerivative · entry 2 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,115 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 averages sales price. Actual sale prices range from $32.48 to 32.5201. Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 17:16 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 17,000 | $31.82 | $540,940.00 |
DisclosureSEC source: 0001127602-16-069841 · form4.xml · nonDerivative · entry 1 BOEHNE EDWARD G · CIK 0001210658 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,115 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.