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 27, 2021 Filed Oct 29, 2021 20:02 UTC | Toast, Inc. TOST · Entity 3272 | ConversionClass A Common Stock | 109,175 | $0.00 | $0.00 |
DisclosureSEC source: 0001869299-21-000002 · wf-form4_163553770914882.xml · nonDerivative · entry 2 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By the Brian R. Elworthy Grantor Retained Annuity Trust of 2019 Disclosed balance after: 109,175 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 |
| October 27, 2021 Filed Oct 29, 2021 20:02 UTC | Toast, Inc. TOST · Entity 3272 | ConversionClass A Common Stock | 428,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001869299-21-000002 · wf-form4_163553770914882.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 428,930 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 |
| September 24, 2021 Filed Sep 28, 2021 01:31 UTC | Toast, Inc. TOST · Entity 3272 | OtherRestricted Stock Units · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 12 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class B Common Stock · 20,000 shares Expires 2028-06-02 F7 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class B Common Stock on a one-for-one basis upon vesting and settlement. F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F8 · derivative.exercise_date: The RSUs shall vest as follows: 25% on July 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. F2 · derivative.underlying: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:31 UTC | Toast, Inc. TOST · Entity 3272 | OtherRestricted Stock Units · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 11 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2028-06-02 F7 · derivative.exercise_price: The Restricted Stock Units ("RSUs") convert into Class B Common Stock on a one-for-one basis upon vesting and settlement. F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F8 · derivative.exercise_date: The RSUs shall vest as follows: 25% on July 1, 2022, with the remainder vesting in equal quarterly installments over the following three years. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:31 UTC | Toast, Inc. TOST · Entity 3272 | OtherStock Option (Right to Buy) · Derivative | 60,000 | $0.00 Strike: $20.95 | $0.00 |
DisclosureSEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 10 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Class B Common Stock · 60,000 shares Expires 2031-06-02 F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F6 · derivative.exercise_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following June 2, 2021. F2 · derivative.underlying: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:31 UTC | Toast, Inc. TOST · Entity 3272 | OtherStock Option (Right to Buy) · Derivative | 60,000 | $0.00 Strike: $20.95 | $0.00 |
DisclosureSEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 9 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,000 shares Expires 2031-06-02 F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F6 · derivative.exercise_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following June 2, 2021. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:31 UTC | Toast, Inc. TOST · Entity 3272 | OtherStock Option (Right to Buy) · Derivative | 450,000 | $0.00 Strike: $2.21 | $0.00 |
DisclosureSEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 8 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,000 Underlying: Class B Common Stock · 450,000 shares Expires 2030-04-21 F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F5 · derivative.exercise_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following April 21, 2020. F2 · derivative.underlying: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:31 UTC | Toast, Inc. TOST · Entity 3272 | OtherStock Option (Right to Buy) · Derivative | 450,000 | $0.00 Strike: $2.21 | $0.00 |
DisclosureSEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 7 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 450,000 shares Expires 2030-04-21 F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F5 · derivative.exercise_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following April 21, 2020. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:31 UTC | Toast, Inc. TOST · Entity 3272 | OtherStock Option (Right to Buy) · Derivative | 375,000 | $0.00 Strike: $1.52 | $0.00 |
DisclosureSEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 6 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 375,000 Underlying: Class B Common Stock · 375,000 shares Expires 2029-02-08 F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F4 · derivative.exercise_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following July 1, 2018. F2 · derivative.underlying: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:31 UTC | Toast, Inc. TOST · Entity 3272 | OtherStock Option (Right to Buy) · Derivative | 375,000 | $0.00 Strike: $1.52 | $0.00 |
DisclosureSEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 5 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 375,000 shares Expires 2029-02-08 F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F4 · derivative.exercise_date: The shares subject to this option shall vest in twenty equal quarterly installments over five years following July 1, 2018. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:31 UTC | Toast, Inc. TOST · Entity 3272 | OtherClass B Common Stock · Derivative | 109,175 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 4 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 109,175 Underlying: Class A Common Stock · 109,175 shares Expires not disclosed F2 · derivative.exercise_price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · derivative.exercise_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F2 · derivative.expiration_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F3 · ownership.nature: Shares held by the Brian R. Elworthy Grantor Retained Annuity Trust of 2019. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:31 UTC | Toast, Inc. TOST · Entity 3272 | OtherClass B Common Stock · Derivative | 428,930 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-037915 · doc4.xml · derivative · entry 3 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 428,930 Underlying: Class A Common Stock · 428,930 shares Expires not disclosed F2 · derivative.exercise_price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · derivative.exercise_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F2 · derivative.expiration_date: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:31 UTC | Toast, Inc. TOST · Entity 3272 | OtherCommon Stock | 109,175 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-037915 · doc4.xml · nonDerivative · entry 2 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. F3 · ownership.nature: Shares held by the Brian R. Elworthy Grantor Retained Annuity Trust of 2019. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 01:31 UTC | Toast, Inc. TOST · Entity 3272 | OtherCommon Stock | 428,930 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-21-037915 · doc4.xml · nonDerivative · entry 1 Elworthy Brian R · CIK 0001869299 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F1 · price: Immediately prior to the completion of the Issuer's initial public offering, each share of Common Stock was reclassified into one share of Class B Common Stock in an exempt transaction pursuant to Rule 16b-7. F2 · price: Each outstanding share of Class B Common Stock is convertible into one share of Class A Common Stock at any time at the option of the holder or automatically upon the occurrence of other events set forth in the Issuer's certificate of incorporation. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.