Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Toast, Inc.TOST · Entity 3272 | General Counsel | 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 | 204,023 |
Ending reported balance
After 2026-10-02 transaction · row 5
5 source rows · reconciled sequenceRow 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 security | Direct | 6,964 |
Reported balance
After 2026-10-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 23,935 |
Reported balance
After 2026-10-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 25,723 |
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 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 security | Direct | 50,087 |
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 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-derivative | IndirectBy the Brian R. Elworthy Irrevocable Trust of 2019 | 39,368 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| October 18, 2024 Filed Oct 22, 2024 20:47 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 300,000 | $1.52 | $456,000.00 |
DisclosureSEC source: 0001650164-24-000349 · wk-form4_1729630049.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 477,836 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. Read SEC document |
| October 02, 2024 Filed Oct 3, 2024 20:55 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 2,878 | $27.77 | $79,907.67 |
DisclosureSEC source: 0001650164-24-000324 · wk-form4_1727988932.xml · nonDerivative · entry 4 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,836 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 |
| October 01, 2024 Filed Oct 3, 2024 20:55 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 3,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000324 · wk-form4_1727988932.xml · derivative · entry 8 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,848 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 |
| October 01, 2024 Filed Oct 3, 2024 20:55 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 3,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000324 · wk-form4_1727988932.xml · derivative · entry 7 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,818 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 |
| October 01, 2024 Filed Oct 3, 2024 20:55 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000324 · wk-form4_1727988932.xml · derivative · entry 6 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,750 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 |
| October 01, 2024 Filed Oct 3, 2024 20:55 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 3,989 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-24-000324 · wk-form4_1727988932.xml · nonDerivative · entry 3 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,714 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 |
| October 01, 2024 Filed Oct 3, 2024 20:55 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 3,482 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-24-000324 · wk-form4_1727988932.xml · nonDerivative · entry 2 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,725 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 |
| October 01, 2024 Filed Oct 3, 2024 20:55 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-24-000324 · wk-form4_1727988932.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,243 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 02, 2024 Filed Aug 5, 2024 20:43 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 689 | $24.00 | $16,536.69 |
DisclosureSEC source: 0001650164-24-000271 · wk-form4_1722890625.xml · nonDerivative · entry 2 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,993 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 |
| August 01, 2024 Filed Aug 5, 2024 20:43 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 2,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000271 · wk-form4_1722890625.xml · derivative · entry 4 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,911 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 |
| August 01, 2024 Filed Aug 5, 2024 20:43 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 2,151 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-24-000271 · wk-form4_1722890625.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,682 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 03, 2024 Filed Jul 3, 2024 20:39 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 2,573 | $25.64 | $65,976.87 |
DisclosureSEC source: 0001650164-24-000243 · wk-form4_1720039136.xml · nonDerivative · entry 4 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,531 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 |
| July 01, 2024 Filed Jul 3, 2024 20:39 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 3,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000243 · wk-form4_1720039136.xml · derivative · entry 8 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,837 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 |
| July 01, 2024 Filed Jul 3, 2024 20:39 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 3,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000243 · wk-form4_1720039136.xml · derivative · entry 7 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,300 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. 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 |
| July 01, 2024 Filed Jul 3, 2024 20:39 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000243 · wk-form4_1720039136.xml · derivative · entry 6 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 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 |
| July 01, 2024 Filed Jul 3, 2024 20:39 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 3,989 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-24-000243 · wk-form4_1720039136.xml · nonDerivative · entry 3 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,104 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. 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, 2024 Filed Jul 3, 2024 20:39 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 3,481 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-24-000243 · wk-form4_1720039136.xml · nonDerivative · entry 2 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,115 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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, 2024 Filed Jul 3, 2024 20:39 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-24-000243 · wk-form4_1720039136.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,634 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 |
| May 02, 2024 Filed May 3, 2024 20:24 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 651 | $22.96 | $14,946.96 |
DisclosureSEC source: 0001650164-24-000162 · wk-form4_1714767818.xml · nonDerivative · entry 2 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,384 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, 2024 Filed May 3, 2024 20:24 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 2,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000162 · wk-form4_1714767818.xml · derivative · entry 4 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,062 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 |
| May 01, 2024 Filed May 3, 2024 20:24 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 2,152 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-24-000162 · wk-form4_1714767818.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,035 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, 2024 Filed Apr 3, 2024 20:53 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 1,481 | $23.40 | $34,649.48 |
DisclosureSEC source: 0001650164-24-000116 · wk-form4_1712177612.xml · nonDerivative · entry 3 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,883 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, 2024 Filed Apr 3, 2024 20:53 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 3,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000116 · wk-form4_1712177612.xml · derivative · entry 6 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,781 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, 2024 Filed Apr 3, 2024 20:53 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000116 · wk-form4_1712177612.xml · derivative · entry 5 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,250 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. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:53 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 3,482 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-24-000116 · wk-form4_1712177612.xml · nonDerivative · entry 2 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 164,364 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, 2024 Filed Apr 3, 2024 20:53 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-24-000116 · wk-form4_1712177612.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,882 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 11, 2024 Filed Mar 12, 2024 20:34 UTC | Toast, Inc. TOST · Entity 3272 | GrantRestricted Stock Units · Derivative | 63,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000092 · wk-form4_1710275667.xml · derivative · entry 4 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,826 Underlying: Class A Common Stock · 63,826 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, 2024. F3 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following April 1, 2024. Read SEC document |
| March 11, 2024 Filed Mar 12, 2024 20:34 UTC | Toast, Inc. TOST · Entity 3272 | GrantStock Option (Right to Buy) · Derivative | 117,281 | $0.00 Strike: $24.65 | $0.00 |
DisclosureSEC source: 0001650164-24-000092 · wk-form4_1710275667.xml · derivative · entry 3 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,281 Underlying: Class A Common Stock · 117,281 shares Expires 2034-03-11 F1 · derivative.exercise_date: The shares underlying this option shall vest and become exercisable in sixteen equal quarterly installments following April 1, 2024. Read SEC document |
| February 02, 2024 Filed Feb 6, 2024 21:54 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 708 | $18.72 | $13,256.59 |
DisclosureSEC source: 0001650164-24-000064 · wk-form4_1707256467.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,632 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 |
| February 01, 2024 Filed Feb 2, 2024 22:30 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 2,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000047 · wk-form4_1706913014.xml · derivative · entry 4 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,214 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. F4 · derivative.exercise_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. F4 · derivative.expiration_date: The RSUs shall vest in sixteen equal quarterly installments following February 1, 2022. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 22:30 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 224,900 | $18.37 | $4,131,862.80 |
DisclosureSEC source: 0001650164-24-000047 · wk-form4_1706913014.xml · nonDerivative · entry 2 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 160,340 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 8, 2023. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.975 to $18.65, 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 |
| February 01, 2024 Filed Feb 2, 2024 22:30 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 2,152 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-24-000047 · wk-form4_1706913014.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 385,240 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 10, 2024 Filed Jan 12, 2024 21:48 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 100 | $19.77 | $1,976.50 |
DisclosureSEC source: 0001650164-24-000033 · wk-form4_1705096084.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 383,088 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 8, 2023. Read SEC document |
| January 03, 2024 Filed Jan 4, 2024 21:52 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 1,722 | $17.39 | $29,947.30 |
DisclosureSEC source: 0001650164-24-000030 · wk-form4_1704405135.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 383,188 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, 2024 Filed Jan 3, 2024 22:25 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 3,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000017 · wk-form4_1704320693.xml · derivative · entry 5 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,263 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. 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 |
| January 01, 2024 Filed Jan 3, 2024 22:25 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-24-000017 · wk-form4_1704320693.xml · derivative · entry 4 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,500 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. 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 |
| January 01, 2024 Filed Jan 3, 2024 22:25 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 3,482 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-24-000017 · wk-form4_1704320693.xml · nonDerivative · entry 2 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 384,910 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, 2024 Filed Jan 3, 2024 22:25 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-24-000017 · wk-form4_1704320693.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 381,428 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 |
| November 02, 2023 Filed Nov 3, 2023 20:26 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 590 | $17.12 | $10,102.57 |
DisclosureSEC source: 0001650164-23-000360 · wk-form4_1699043183.xml · nonDerivative · entry 2 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 380,178 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, 2023 Filed Nov 3, 2023 20:26 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 2,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000360 · wk-form4_1699043183.xml · derivative · entry 4 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,366 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 |
| November 01, 2023 Filed Nov 3, 2023 20:26 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 2,151 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000360 · wk-form4_1699043183.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 380,768 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 03, 2023 Filed Oct 5, 2023 20:19 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 1,486 | $17.51 | $26,025.80 |
DisclosureSEC source: 0001650164-23-000338 · wk-form4_1696537188.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 378,617 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 |
| October 01, 2023 Filed Oct 3, 2023 20:31 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 3,482 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000325 · wk-form4_1696365052.xml · derivative · entry 5 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,745 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. 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 |
| October 01, 2023 Filed Oct 3, 2023 20:31 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000325 · wk-form4_1696365052.xml · derivative · entry 4 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,750 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 |
| October 01, 2023 Filed Oct 3, 2023 20:31 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 3,482 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000325 · wk-form4_1696365052.xml · nonDerivative · entry 2 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 380,103 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 |
| October 01, 2023 Filed Oct 3, 2023 20:31 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000325 · wk-form4_1696365052.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 376,621 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 02, 2023 Filed Aug 3, 2023 20:25 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 673 | $20.74 | $13,960.71 |
DisclosureSEC source: 0001650164-23-000292 · wk-form4_1691094312.xml · nonDerivative · entry 2 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 375,371 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 |
| August 01, 2023 Filed Aug 3, 2023 20:25 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionRestricted Stock Units · Derivative | 2,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001650164-23-000292 · wk-form4_1691094312.xml · derivative · entry 4 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,517 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 |
| August 01, 2023 Filed Aug 3, 2023 20:25 UTC | Toast, Inc. TOST · Entity 3272 | Exercise / conversionClass A Common Stock | 2,152 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001650164-23-000292 · wk-form4_1691094312.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 376,044 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 05, 2023 Filed Jul 6, 2023 20:22 UTC | Toast, Inc. TOST · Entity 3272 | SaleClass A Common Stock | 1,414 | $22.20 | $31,386.56 |
DisclosureSEC source: 0001650164-23-000265 · wk-form4_1688674946.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 373,892 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.