Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Toll Brothers, Inc.TOL · Entity 3421 | SVP, General Counsel | September 17, 2019 | September 19, 2019 |
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 September 17, 2019 · Filed September 19, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 161 |
Reported balance
After 2019-09-17 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-09-17 · Sale · Disposed 3,578 · Balance 161 F1: 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: Weighted average sales price. Actual sale prices ranged from $40.77 to $40.79. F3: Includes 161 shares held in the Issuer's ESPP. |
| Common StockSEC Table I · non-derivative | Indirect401k Plan | 325 |
Reported balance
Holding disclosure · report date 2019-09-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 325 |
| Common StockSEC Table I · non-derivative | IndirectUTMA | 113 |
Reported balance
Holding disclosure · report date 2019-09-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 113 |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Weighted average sales price. Actual sale prices ranged from $40.77 to $40.79.
F3: Includes 161 shares held in the Issuer's ESPP.
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 |
|---|---|---|---|---|---|---|
| September 17, 2019 Filed Sep 19, 2019 18:58 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 3,578 | $40.78 | $145,892.95 |
DisclosureSEC source: 0001127602-19-028796 · form4.xml · nonDerivative · entry 1 McDonald John K. · CIK 0001770388 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161 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 $40.77 to $40.79. F3 · ownership.direct: Includes 161 shares held in the Issuer's ESPP. Read SEC document |
| September 16, 2019 Filed Sep 17, 2019 20:25 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 1,964 | $40.72 | $79,967.99 |
DisclosureSEC source: 0001127602-19-028579 · form4.xml · nonDerivative · entry 1 McDonald John K. · CIK 0001770388 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161 F1 · ownership.direct: Includes 161 shares held in the Issuer's ESPP. Read SEC document |
| September 16, 2019 Filed Sep 19, 2019 18:39 UTC Amendment | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 1,964 | $40.72 | $79,967.99 |
DisclosureSEC source: 0001127602-19-028791 · form4a.xml · nonDerivative · entry 1 McDonald John K. · CIK 0001770388 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,739 F1 · ownership.direct: Includes 161 shares held in the Issuer's ESPP. F2 · ownership.direct: This amendment is being filed solely to reflect an additional 3,578 shares of Common Stock held that were inadvertently omitted from the Form 4 of the Reporting Person filed with the Securities and Exchange Commission on September 17, 2019. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.