Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Toll Brothers, Inc.TOL · Entity 3421 | EVP,Co-Chief Operating Officer | December 21, 2020 | December 22, 2020 |
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 December 21, 2020 · Filed December 22, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-12-01 | Direct | 7,062 |
Reported balance
After 2020-12-21 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-12-21 · Grant · Acquired 7,062 · Balance 7,062 F1: These restricted stock units vest 25% on each December 1, 2021, 2022, 2023 and 2024. Settlement of 100% of these shares is scheduled to occur on December 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units vest 25% on each December 1, 2021, 2022, 2023 and 2024. Settlement of 100% of these shares is scheduled to occur on December 1, 2024.
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 21, 2020 Filed Dec 22, 2020 16:18 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 7,062 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032158 · form4.xml · derivative · entry 1 Boyd James W. · CIK 0001792650 · EVP,Co-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,062 Underlying: Common Stock · 7,062 shares Expires 2024-12-01 F1 · derivative.exercise_date: These restricted stock units vest 25% on each December 1, 2021, 2022, 2023 and 2024. Settlement of 100% of these shares is scheduled to occur on December 1, 2024. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 18:45 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantPerformance Based Restricted Stock Units · Derivative | 7,458 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-030818 · form4.xml · derivative · entry 1 Boyd James W. · CIK 0001792650 · EVP,Co-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,458 Underlying: Common Stock · 7,458 shares Expires 2023-12-18 F1 · shares: Reflects the number of shares earned in respect to operational performance restricted stock units originally granted December 18, 2019. On December 04, 2020, the Compensation Committee of the Board of Directors certified the achievement levels of the operational metrics applicable to the award and the number of shares earned based on such results. One quarter of the shares earned vest each anniversary of the grant date, with settlement 100% of the award on the fourth anniversary. F2 · derivative.exercise_date: These performance based restricted stock units vest 25% on each December 18, 2020, 2021, 2022 and 2023. Settlement of 100% of the earned shares is scheduled to occur on December 18, 2023. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 14:05 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 8,540 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-030356 · form4.xml · derivative · entry 4 Boyd James W. · CIK 0001792650 · EVP,Co-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,540 shares Expires 2020-12-01 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: 4,270 vested as of 11/1/2019, 2,135 vest on 12/1/2019 and 2,135 vest on 12/1/2020. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 14:05 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 3,786 | $47.35 | $179,267.10 |
DisclosureSEC source: 0001127602-20-030356 · form4.xml · nonDerivative · entry 2 Boyd James W. · CIK 0001792650 · EVP,Co-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,876 Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 14:05 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 8,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-030356 · form4.xml · nonDerivative · entry 1 Boyd James W. · CIK 0001792650 · EVP,Co-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,662 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 05, 2020 Filed Jan 7, 2020 14:11 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 3,045 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001264 · form4.xml · derivative · entry 4 Boyd James W. · CIK 0001792650 · EVP,Co-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,045 shares Expires 2020-01-05 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: 2,283 vested as of 11/1/2019, 762 vest on 1/5/2020. Read SEC document |
| January 05, 2020 Filed Jan 7, 2020 14:11 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 982 | $40.78 | $40,045.96 |
DisclosureSEC source: 0001127602-20-001264 · form4.xml · nonDerivative · entry 2 Boyd James W. · CIK 0001792650 · EVP,Co-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,122 Read SEC document |
| January 05, 2020 Filed Jan 7, 2020 14:11 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 3,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001264 · form4.xml · nonDerivative · entry 1 Boyd James W. · CIK 0001792650 · EVP,Co-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,104 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 20:01 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 4,555 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035493 · form4.xml · derivative · entry 1 Boyd James W. · CIK 0001792650 · EVP,Co-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,555 Underlying: Common Stock · 4,555 shares Expires 2023-12-01 F1 · derivative.exercise_date: These restricted stock units vest 25% on each December 1, 2020, 2021, 2022 and 2023. Settlement of 100% of these shares is scheduled to occur on December 1, 2023. 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.