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Elworthy Brian R

Disclosed activity across 1 company

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32181
SEC CIK
0001869299

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Toast, Inc.TOST · Entity 3272General CounselOctober 01, 2026October 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect204,023 Ending reported balance After 2026-10-02 transaction · row 5
5 source rows · reconciled sequence

Row 1 · 2026-10-01 · Exercise / conversion · Acquired 3,482 · Balance 200,391

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 3,989 · Balance 204,380

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 2,572 · Balance 206,952

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 3,578 · Balance 210,530

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 6,507 · Balance 204,023

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 securityDirect6,964 Reported balance After 2026-10-01 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2026-10-01 · Exercise / conversion · Disposed 3,482 · Balance 6,964

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 securityDirect23,935 Reported balance After 2026-10-01 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · 2026-10-01 · Exercise / conversion · Disposed 3,989 · Balance 23,935

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 securityDirect25,723 Reported balance After 2026-10-01 transaction · row 9 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 9 · 2026-10-01 · Exercise / conversion · Disposed 2,572 · Balance 25,723

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 securityDirect50,087 Reported balance After 2026-10-01 transaction · row 10 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 10 · 2026-10-01 · Exercise / conversion · Disposed 3,578 · Balance 50,087

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-derivativeIndirectBy the Brian R. Elworthy Irrevocable Trust of 201939,368 Reported balance Holding disclosure · report date 2026-10-01 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 39,368

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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
October 01, 2025 Filed Oct 3, 2025 20:49 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionClass A Common Stock 3,482 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-25-000312 · wk-form4_1759524592.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 226,350

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
August 04, 2025 Filed Aug 6, 2025 20:42 UTC Toast, Inc. TOST · Entity 3272 SaleClass A Common Stock 1,051 $48.38 $50,843.18
Disclosure

SEC source: 0001650164-25-000300 · wk-form4_1754512936.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 222,868

F1 · kind: 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.

Read SEC document
August 01, 2025 Filed Aug 4, 2025 20:42 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionRestricted Stock Units · Derivative 2,152 $0.00 $0.00
Disclosure

SEC source: 0001650164-25-000280 · wk-form4_1754340155.xml · derivative · entry 3

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,304

Underlying: Class A Common Stock · 2,152 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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F2 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

F2 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

Read SEC document
August 01, 2025 Filed Aug 4, 2025 20:42 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionClass A Common Stock 2,152 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-25-000280 · wk-form4_1754340155.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 223,919

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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 02, 2025 Filed Jul 7, 2025 20:38 UTC Toast, Inc. TOST · Entity 3272 SaleClass A Common Stock 5,681 $42.59 $241,965.15
Disclosure

SEC source: 0001650164-25-000264 · wk-form4_1751920685.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 221,767

F1 · kind: 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.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:31 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionRestricted Stock Units · Derivative 2,572 $0.00 $0.00
Disclosure

SEC source: 0001650164-25-000254 · wk-form4_1751488272.xml · derivative · entry 9

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,584

Underlying: Class A Common Stock · 2,572 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F5 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2025.

F5 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2025.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:31 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionRestricted Stock Units · Derivative 3,989 $0.00 $0.00
Disclosure

SEC source: 0001650164-25-000254 · wk-form4_1751488272.xml · derivative · entry 8

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,881

Underlying: Class A Common Stock · 3,989 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F4 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

F4 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:31 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionRestricted Stock Units · Derivative 3,481 $0.00 $0.00
Disclosure

SEC source: 0001650164-25-000254 · wk-form4_1751488272.xml · derivative · entry 7

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,373

Underlying: Class A Common Stock · 3,481 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:31 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001650164-25-000254 · wk-form4_1751488272.xml · derivative · entry 6

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,250 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F2 · derivative.exercise_date: The RSUs shall vest as follows: 25% on July 1, 2022, with remainder vesting in equal quarterly installments over the following three years.

F2 · derivative.expiration_date: The RSUs shall vest as follows: 25% on July 1, 2022, with remainder vesting in equal quarterly installments over the following three years.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:31 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionClass A Common Stock 2,572 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-25-000254 · wk-form4_1751488272.xml · nonDerivative · entry 4

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 227,448

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:31 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionClass A Common Stock 3,989 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-25-000254 · wk-form4_1751488272.xml · nonDerivative · entry 3

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 224,876

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:31 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionClass A Common Stock 3,481 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-25-000254 · wk-form4_1751488272.xml · nonDerivative · entry 2

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 220,887

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 20:31 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionClass A Common Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-25-000254 · wk-form4_1751488272.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,406

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
June 02, 2025 Filed Jun 3, 2025 21:04 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionStock Option (Right to Buy) · Derivative 225,000 $0.00 Strike: $2.21 $0.00
Disclosure

SEC source: 0001650164-25-000201 · wk-form4_1748984646.xml · derivative · entry 8

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 179,755

Underlying: Class A Common Stock · 225,000 shares

Expires 2030-04-21

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: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 26, 2025.

F6 · derivative.exercise_date: The shares subject to this option are fully vested and exercisable as of the date hereof.

Read SEC document
June 02, 2025 Filed Jun 3, 2025 21:04 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionStock Option (Right to Buy) · Derivative 75,000 $0.00 Strike: $1.52 $0.00
Disclosure

SEC source: 0001650164-25-000201 · wk-form4_1748984646.xml · derivative · entry 7

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 75,000 shares

Expires 2029-02-08

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: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 26, 2025.

F6 · derivative.exercise_date: The shares subject to this option are fully vested and exercisable as of the date hereof.

Read SEC document
June 02, 2025 Filed Jun 3, 2025 21:04 UTC Toast, Inc. TOST · Entity 3272 SaleClass A Common Stock 23,716 $42.90 $1,017,368.97
Disclosure

SEC source: 0001650164-25-000201 · wk-form4_1748984646.xml · nonDerivative · entry 6

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Plan reported

Ownership: Indirect · By the Brian R. Elworthy Irrevocable Trust of 2019

Disclosed balance after: 39,368

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 26, 2025.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.60 to $43.18 inclusive. The Reporting Person undertakes to provide to 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 this price range set forth in this footnote.

Read SEC document
June 02, 2025 Filed Jun 3, 2025 21:04 UTC Toast, Inc. TOST · Entity 3272 SaleClass A Common Stock 15,652 $42.16 $659,841.36
Disclosure

SEC source: 0001650164-25-000201 · wk-form4_1748984646.xml · nonDerivative · entry 5

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Plan reported

Ownership: Indirect · By the Brian R. Elworthy Irrevocable Trust of 2019

Disclosed balance after: 63,084

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 26, 2025.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.60 to $42.595 inclusive. The Reporting Person undertakes to provide to 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 this price range set forth in this footnote.

Read SEC document
June 02, 2025 Filed Jun 3, 2025 21:04 UTC Toast, Inc. TOST · Entity 3272 SaleClass A Common Stock 180,206 $42.91 $7,731,918.64
Disclosure

SEC source: 0001650164-25-000201 · wk-form4_1748984646.xml · nonDerivative · entry 4

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 216,156

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 26, 2025.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.59 to $43.18 inclusive. The Reporting Person undertakes to provide to 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 this price range set forth in this footnote.

Read SEC document
June 02, 2025 Filed Jun 3, 2025 21:04 UTC Toast, Inc. TOST · Entity 3272 SaleClass A Common Stock 119,794 $42.13 $5,046,921.22
Disclosure

SEC source: 0001650164-25-000201 · wk-form4_1748984646.xml · nonDerivative · entry 3

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 396,362

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 26, 2025.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.59 to $42.58 inclusive. The Reporting Person undertakes to provide to 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 this price range set forth in this footnote.

Read SEC document
June 02, 2025 Filed Jun 3, 2025 21:04 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionClass A Common Stock 225,000 $2.21 $497,250.00
Disclosure

SEC source: 0001650164-25-000201 · wk-form4_1748984646.xml · nonDerivative · entry 2

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 516,156

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: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 26, 2025.

Read SEC document
June 02, 2025 Filed Jun 3, 2025 21:04 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionClass A Common Stock 75,000 $1.52 $114,000.00
Disclosure

SEC source: 0001650164-25-000201 · wk-form4_1748984646.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 291,156

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: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 26, 2025.

Read SEC document
May 02, 2025 Filed May 5, 2025 20:42 UTC Toast, Inc. TOST · Entity 3272 SaleClass A Common Stock 1,027 $36.09 $37,064.43
Disclosure

SEC source: 0001650164-25-000161 · wk-form4_1746477723.xml · nonDerivative · entry 2

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 216,156

F2 · kind: 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.

Read SEC document
May 01, 2025 Filed May 5, 2025 20:42 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionRestricted Stock Units · Derivative 2,151 $0.00 $0.00
Disclosure

SEC source: 0001650164-25-000161 · wk-form4_1746477723.xml · derivative · entry 4

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,456

Underlying: Class A Common Stock · 2,151 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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

Read SEC document
May 01, 2025 Filed May 5, 2025 20:42 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionClass A Common Stock 2,151 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-25-000161 · wk-form4_1746477723.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,183

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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
April 02, 2025 Filed Apr 3, 2025 20:51 UTC Toast, Inc. TOST · Entity 3272 SaleClass A Common Stock 2,895 $35.00 $101,319.21
Disclosure

SEC source: 0001650164-25-000122 · wk-form4_1743713501.xml · nonDerivative · entry 4

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 215,032

F2 · kind: 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.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:51 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionRestricted Stock Units · Derivative 3,989 $0.00 $0.00
Disclosure

SEC source: 0001650164-25-000122 · wk-form4_1743713501.xml · derivative · entry 8

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,870

Underlying: Class A Common Stock · 3,989 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F5 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

F5 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:51 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionRestricted Stock Units · Derivative 3,482 $0.00 $0.00
Disclosure

SEC source: 0001650164-25-000122 · wk-form4_1743713501.xml · derivative · entry 7

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,854

Underlying: Class A Common Stock · 3,482 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F4 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

F4 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:51 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001650164-25-000122 · wk-form4_1743713501.xml · derivative · entry 6

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,250

Underlying: Class A Common Stock · 1,250 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F3 · derivative.exercise_date: The RSUs shall vest as follows: 25% on July 1, 2022, with remainder vesting in equal quarterly installments over the following three years.

F3 · derivative.expiration_date: The RSUs shall vest as follows: 25% on July 1, 2022, with remainder vesting in equal quarterly installments over the following three years.

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April 01, 2025 Filed Apr 3, 2025 20:51 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionClass A Common Stock 3,989 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-25-000122 · wk-form4_1743713501.xml · nonDerivative · entry 3

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,927

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:51 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionClass A Common Stock 3,482 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-25-000122 · wk-form4_1743713501.xml · nonDerivative · entry 2

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 213,938

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 20:51 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionClass A Common Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-25-000122 · wk-form4_1743713501.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 210,456

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
March 10, 2025 Filed Mar 11, 2025 20:50 UTC Toast, Inc. TOST · Entity 3272 GrantRestricted Stock Units · Derivative 41,156 $0.00 $0.00
Disclosure

SEC source: 0001650164-25-000092 · wk-form4_1741726211.xml · derivative · entry 4

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,156

Underlying: Class A Common Stock · 41,156 shares

Expires not disclosed

F2 · derivative.exercise_price: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2025.

F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2025.

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March 10, 2025 Filed Mar 11, 2025 20:50 UTC Toast, Inc. TOST · Entity 3272 GrantStock Option (Right to Buy) · Derivative 75,674 $0.00 Strike: $33.49 $0.00
Disclosure

SEC source: 0001650164-25-000092 · wk-form4_1741726211.xml · derivative · entry 3

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,674

Underlying: Class A Common Stock · 75,674 shares

Expires 2035-03-10

F1 · derivative.exercise_date: The shares underlying this option shall vest and become exercisable in sixteen equal quarterly installments following April 1, 2025.

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February 04, 2025 Filed Feb 5, 2025 21:57 UTC Toast, Inc. TOST · Entity 3272 SaleClass A Common Stock 653 $39.63 $25,877.74
Disclosure

SEC source: 0001650164-25-000050 · wk-form4_1738792653.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 209,206

F1 · kind: 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.

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February 01, 2025 Filed Feb 4, 2025 21:43 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionRestricted Stock Units · Derivative 2,152 $0.00 $0.00
Disclosure

SEC source: 0001650164-25-000038 · wk-form4_1738705426.xml · derivative · entry 3

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,607

Underlying: Class A Common Stock · 2,152 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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F2 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

F2 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

Read SEC document
February 01, 2025 Filed Feb 4, 2025 21:43 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionClass A Common Stock 2,152 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-25-000038 · wk-form4_1738705426.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 209,859

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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
January 03, 2025 Filed Jan 6, 2025 21:43 UTC Toast, Inc. TOST · Entity 3272 SaleClass A Common Stock 2,741 $37.11 $101,710.29
Disclosure

SEC source: 0001650164-25-000024 · wk-form4_1736199805.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 207,707

F1 · kind: 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.

Read SEC document
January 01, 2025 Filed Jan 3, 2025 21:39 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionRestricted Stock Units · Derivative 3,989 $0.00 $0.00
Disclosure

SEC source: 0001650164-25-000018 · wk-form4_1735940343.xml · derivative · entry 9

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,859

Underlying: Class A Common Stock · 3,989 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F5 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

F5 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024.

Read SEC document
January 01, 2025 Filed Jan 3, 2025 21:39 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionRestricted Stock Units · Derivative 3,482 $0.00 $0.00
Disclosure

SEC source: 0001650164-25-000018 · wk-form4_1735940343.xml · derivative · entry 8

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,336

Underlying: Class A Common Stock · 3,482 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F4 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

F4 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2023.

Read SEC document
January 01, 2025 Filed Jan 3, 2025 21:39 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001650164-25-000018 · wk-form4_1735940343.xml · derivative · entry 7

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,500

Underlying: Class A Common Stock · 1,250 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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F3 · derivative.exercise_date: The RSUs shall vest as follows: 25% on July 1, 2022, with remainder vesting in equal quarterly installments over the following three years.

F3 · derivative.expiration_date: The RSUs shall vest as follows: 25% on July 1, 2022, with remainder vesting in equal quarterly installments over the following three years.

Read SEC document
January 01, 2025 Filed Jan 3, 2025 21:39 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionClass A Common Stock 3,989 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-25-000018 · wk-form4_1735940343.xml · nonDerivative · entry 4

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 210,448

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
January 01, 2025 Filed Jan 3, 2025 21:39 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionClass A Common Stock 3,482 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-25-000018 · wk-form4_1735940343.xml · nonDerivative · entry 3

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 206,459

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
January 01, 2025 Filed Jan 3, 2025 21:39 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionClass A Common Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-25-000018 · wk-form4_1735940343.xml · nonDerivative · entry 2

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 202,977

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: The Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
December 31, 2024 Filed Jan 3, 2025 21:39 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionStock Option (Right to Buy) · Derivative 22,745 $0.00 Strike: $2.21 $0.00
Disclosure

SEC source: 0001650164-25-000018 · wk-form4_1735940343.xml · derivative · entry 6

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 404,755

Underlying: Class A Common Stock · 22,745 shares

Expires 2030-04-21

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_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following April 21, 2020.

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December 31, 2024 Filed Jan 3, 2025 21:39 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionClass A Common Stock 22,745 $2.21 $50,266.45
Disclosure

SEC source: 0001650164-25-000018 · wk-form4_1735940343.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 201,727

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
November 04, 2024 Filed Nov 5, 2024 21:43 UTC Toast, Inc. TOST · Entity 3272 SaleClass A Common Stock 1,006 $31.08 $31,264.47
Disclosure

SEC source: 0001650164-24-000365 · wk-form4_1730842991.xml · nonDerivative · entry 2

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 178,982

F2 · kind: 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.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 21:43 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionRestricted Stock Units · Derivative 2,152 $0.00 $0.00
Disclosure

SEC source: 0001650164-24-000365 · wk-form4_1730842991.xml · derivative · entry 4

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,759

Underlying: Class A Common Stock · 2,152 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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

F3 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022.

Read SEC document
November 01, 2024 Filed Nov 5, 2024 21:43 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionClass A Common Stock 2,152 Not disclosed Not disclosed
Disclosure

SEC source: 0001650164-24-000365 · wk-form4_1730842991.xml · nonDerivative · entry 1

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 179,988

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: Restricted Stock Units ("RSUs") convert into Class A Common Stock on a one-for-one basis upon vesting and settlement.

Read SEC document
October 18, 2024 Filed Oct 22, 2024 20:47 UTC Toast, Inc. TOST · Entity 3272 Exercise / conversionStock Option (Right to Buy) · Derivative 300,000 $0.00 Strike: $1.52 $0.00
Disclosure

SEC source: 0001650164-24-000349 · wk-form4_1729630049.xml · derivative · entry 4

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 75,000

Underlying: Class A Common Stock · 300,000 shares

Expires 2029-02-08

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: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 26, 2024.

F3 · derivative.exercise_date: The shares subject to this option are fully vested and exercisable as of the date hereof.

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October 18, 2024 Filed Oct 22, 2024 20:47 UTC Toast, Inc. TOST · Entity 3272 SaleClass A Common Stock 300,000 $30.39 $9,116,100.00
Disclosure

SEC source: 0001650164-24-000349 · wk-form4_1729630049.xml · nonDerivative · entry 2

Elworthy Brian R · CIK 0001869299 · General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 177,836

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 26, 2024.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.00 to $30.695, inclusive. The Reporting Person undertakes to provide to 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 this price range set forth in this footnote.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.