Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Toast, Inc.TOST · Entity 3272 | Director · President | October 01, 2026 | October 05, 2026 |
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.
Toast, Inc.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 941,692 |
Ending reported balance
After 2026-10-02 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-10-01 · Exercise / conversion · Acquired 5,698 · Balance 937,147 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Row 2 · 2026-10-01 · Exercise / conversion · Acquired 5,652 · Balance 942,799 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Row 3 · 2026-10-01 · Exercise / conversion · Acquired 3,858 · Balance 946,657 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Row 4 · 2026-10-01 · Exercise / conversion · Acquired 4,403 · Balance 951,060 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. Row 5 · 2026-10-02 · Sale · Disposed 9,368 · Balance 941,692 F2: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 11,395 |
Reported balance
After 2026-10-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-10-01 · Exercise / conversion · Disposed 5,698 · Balance 11,395 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F3: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 33,908 |
Reported balance
After 2026-10-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-10-01 · Exercise / conversion · Disposed 5,652 · Balance 33,908 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F4: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 38,585 |
Reported balance
After 2026-10-01 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-10-01 · Exercise / conversion · Disposed 3,858 · Balance 38,585 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F5: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 61,646 |
Reported balance
After 2026-10-01 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-10-01 · Exercise / conversion · Disposed 4,403 · Balance 61,646 F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement. F6: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2026. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy the Fredette Family Nominee Trust | 66,896 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 66,896 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy the SHFA 2021 Nominee Trust | 1,718,029 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 1,718,029 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy the SHFA Family Trust | 224,853 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 224,853 |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.
F2: Represents shares required to be sold by the Reporting Person to cover tax withholding obligations in connection with the vesting and settlement of RSUs, and does not represent a discretionary trade by the Reporting Person.
F3: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.
F4: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.
F5: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2025.
F6: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2026.
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 |
|---|---|---|---|---|---|---|
| March 03, 2022 Filed Mar 7, 2022 21:34 UTC | Toast, Inc. TOST · Entity 3272 | ConversionClass B Common Stock · Derivative | 1,336,616 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-009686 · doc4.xml · derivative · entry 5 Fredette Stephen · CIK 0001869038 · Director · Co-President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,173,555 Underlying: Class A Common Stock · 1,336,616 shares Expires not disclosed 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_price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F1 · kind: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F2 · derivative.exercise_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F2 · derivative.expiration_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 21:34 UTC | Toast, Inc. TOST · Entity 3272 | ConversionClass A Common Stock | 1,314,577 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-009686 · doc4.xml · nonDerivative · entry 3 Fredette Stephen · CIK 0001869038 · Director · Co-President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By the SHFA 2021 Nominee Trust Disclosed balance after: 2,326,729 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 · kind: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F1 · price: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F2 · price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 21:34 UTC | Toast, Inc. TOST · Entity 3272 | ConversionClass A Common Stock | 227,448 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-009686 · doc4.xml · nonDerivative · entry 2 Fredette Stephen · CIK 0001869038 · Director · Co-President · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By the SHFA Family Trust Disclosed balance after: 419,991 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 · kind: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F1 · price: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F2 · price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 21:34 UTC | Toast, Inc. TOST · Entity 3272 | ConversionClass A Common Stock | 1,336,616 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-009686 · doc4.xml · nonDerivative · entry 1 Fredette Stephen · CIK 0001869038 · Director · Co-President · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,279,485 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 · kind: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F1 · price: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F2 · price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. Read SEC document |
| December 02, 2021 Filed Feb 14, 2022 21:01 UTC | Toast, Inc. TOST · Entity 3272 | GiftClass A Common Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-006134 · doc5.xml · nonDerivative · entry 1 Fredette Stephen · CIK 0001869038 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,942,869 F1 · kind: On December 2, 2021, the Reporting Person made a bona fide gift of 200,000 shares of the Issuer's Class A Common Stock to a donor-advised fund. The donee is subject to a lock-up agreement with the underwriters for the Issuer's initial public offering. Read SEC document |
| November 24, 2021 Filed Nov 24, 2021 21:04 UTC | Toast, Inc. TOST · Entity 3272 | ConversionClass B Common Stock · Derivative | 1,012,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-21-000024 · wf-form4_163778785441207.xml · derivative · entry 8 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · By the SHFA 2021 Nominee Trust Disclosed balance after: 5,821,183 Underlying: Class A Common Stock · 1,012,152 shares Expires not disclosed 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_price: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F1 · derivative.exercise_date: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F1 · derivative.expiration_date: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. Read SEC document |
| November 24, 2021 Filed Nov 24, 2021 21:04 UTC | Toast, Inc. TOST · Entity 3272 | ConversionClass B Common Stock · Derivative | 37,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-21-000024 · wf-form4_163778785441207.xml · derivative · entry 7 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · By the Fredette Family Nominee Trust Disclosed balance after: 712,500 Underlying: Class A Common Stock · 37,500 shares Expires not disclosed 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_price: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F1 · derivative.exercise_date: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F1 · derivative.expiration_date: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. Read SEC document |
| November 24, 2021 Filed Nov 24, 2021 21:04 UTC | Toast, Inc. TOST · Entity 3272 | ConversionClass B Common Stock · Derivative | 192,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-21-000024 · wf-form4_163778785441207.xml · derivative · entry 6 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · By the SHFA Family Trust Disclosed balance after: 1,807,457 Underlying: Class A Common Stock · 192,543 shares Expires not disclosed 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_price: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F1 · derivative.exercise_date: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F1 · derivative.expiration_date: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. Read SEC document |
| November 24, 2021 Filed Nov 24, 2021 21:04 UTC | Toast, Inc. TOST · Entity 3272 | ConversionClass B Common Stock · Derivative | 2,392,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-21-000024 · wf-form4_163778785441207.xml · derivative · entry 5 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,510,171 Underlying: Class A Common Stock · 2,392,869 shares Expires not disclosed 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_price: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F1 · derivative.exercise_date: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. F1 · derivative.expiration_date: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. Read SEC document |
| November 24, 2021 Filed Nov 24, 2021 21:04 UTC | Toast, Inc. TOST · Entity 3272 | ConversionClass A Common Stock | 1,012,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-21-000024 · wf-form4_163778785441207.xml · nonDerivative · entry 4 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · By the SHFA 2021 Nominee Trust Disclosed balance after: 1,012,152 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 · price: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. Read SEC document |
| November 24, 2021 Filed Nov 24, 2021 21:04 UTC | Toast, Inc. TOST · Entity 3272 | ConversionClass A Common Stock | 37,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-21-000024 · wf-form4_163778785441207.xml · nonDerivative · entry 3 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · By the Fredette Family Nominee Trust Disclosed balance after: 37,500 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 · price: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. Read SEC document |
| November 24, 2021 Filed Nov 24, 2021 21:04 UTC | Toast, Inc. TOST · Entity 3272 | ConversionClass A Common Stock | 192,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-21-000024 · wf-form4_163778785441207.xml · nonDerivative · entry 2 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · By the SHFA Family Trust Disclosed balance after: 192,543 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 · price: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. Read SEC document |
| November 24, 2021 Filed Nov 24, 2021 21:04 UTC | Toast, Inc. TOST · Entity 3272 | ConversionClass A Common Stock | 3,142,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-21-000024 · wf-form4_163778785441207.xml · nonDerivative · entry 1 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,142,869 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 · price: Reflects the voluntary conversion of Class B Common Stock into Class A Common Stock on a one-for-one basis. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:32 UTC | Toast, Inc. TOST · Entity 3272 | OtherRestricted Stock Units · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-037918 · doc4.xml · derivative · entry 12 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Class B Common Stock · 25,000 shares Expires 2028-03-22 F7 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class B Common Stock on a one-for-one basis upon vesting and settlement. F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F8 · derivative.exercise_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. F2 · derivative.underlying: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:32 UTC | Toast, Inc. TOST · Entity 3272 | OtherRestricted Stock Units · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-037918 · doc4.xml · derivative · entry 11 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2028-03-22 F7 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class B Common Stock on a one-for-one basis upon vesting and settlement. F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F8 · derivative.exercise_date: The RSUs shall vest as follows: 25% on April 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:32 UTC | Toast, Inc. TOST · Entity 3272 | OtherStock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $15.27 | $0.00 |
DisclosureSEC source: 0000899243-21-037918 · doc4.xml · derivative · entry 10 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Class B Common Stock · 75,000 shares Expires 2031-03-22 F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F6 · derivative.exercise_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following March 22, 2021. F2 · derivative.underlying: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:32 UTC | Toast, Inc. TOST · Entity 3272 | OtherStock Option (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $15.27 | $0.00 |
DisclosureSEC source: 0000899243-21-037918 · doc4.xml · derivative · entry 9 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 75,000 shares Expires 2031-03-22 F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F6 · derivative.exercise_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following March 22, 2021. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:32 UTC | Toast, Inc. TOST · Entity 3272 | OtherClass B Common Stock · Derivative | 750,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-037918 · doc4.xml · derivative · entry 8 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 750,000 Underlying: Class A Common Stock · 750,000 shares Expires not disclosed F2 · derivative.exercise_price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · derivative.exercise_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F2 · derivative.expiration_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F5 · ownership.nature: Shares held by the Fredette Family Nominee Trust. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:32 UTC | Toast, Inc. TOST · Entity 3272 | OtherClass B Common Stock · Derivative | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-037918 · doc4.xml · derivative · entry 7 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,000,000 Underlying: Class A Common Stock · 2,000,000 shares Expires not disclosed F2 · derivative.exercise_price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · derivative.exercise_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F2 · derivative.expiration_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F4 · ownership.nature: Shares held by the SHFA Family Trust. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:32 UTC | Toast, Inc. TOST · Entity 3272 | OtherClass B Common Stock · Derivative | 6,833,335 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-037918 · doc4.xml · derivative · entry 6 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,833,335 Underlying: Class A Common Stock · 6,833,335 shares Expires not disclosed F2 · derivative.exercise_price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · derivative.exercise_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F2 · derivative.expiration_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F3 · ownership.nature: Shares held by the SHFA 2021 Nominee Trust. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:32 UTC | Toast, Inc. TOST · Entity 3272 | OtherClass B Common Stock · Derivative | 23,653,040 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-037918 · doc4.xml · derivative · entry 5 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,653,040 Underlying: Class A Common Stock · 23,653,040 shares Expires not disclosed F2 · derivative.exercise_price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · derivative.exercise_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F2 · derivative.expiration_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:32 UTC | Toast, Inc. TOST · Entity 3272 | OtherCommon Stock | 750,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-037918 · doc4.xml · nonDerivative · entry 4 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F5 · ownership.nature: Shares held by the Fredette Family Nominee Trust. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:32 UTC | Toast, Inc. TOST · Entity 3272 | OtherCommon Stock | 2,000,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-037918 · doc4.xml · nonDerivative · entry 3 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F4 · ownership.nature: Shares held by the SHFA Family Trust. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:32 UTC | Toast, Inc. TOST · Entity 3272 | OtherCommon Stock | 6,833,335 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-037918 · doc4.xml · nonDerivative · entry 2 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F3 · ownership.nature: Shares held by the SHFA 2021 Nominee Trust. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:32 UTC | Toast, Inc. TOST · Entity 3272 | OtherCommon Stock | 23,653,040 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-037918 · doc4.xml · nonDerivative · entry 1 Fredette Stephen · CIK 0001869038 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. 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.