Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Simpson Manufacturing Co., Inc.SSD · Entity 3689 | Director | May 06, 2026 | May 08, 2026 |
| TORO COTTC · Entity 2699 | VP & CFO | June 16, 2026 | June 17, 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.
Simpson Manufacturing Co., Inc.
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,691 |
Reported balance
After 2026-05-06 transaction · row 1
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 678 · Balance 1,691 F1: Represents 678 restricted stock units acquired pursuant to the Company's non-employee director compensation policy. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 678 restricted stock units acquired pursuant to the Company's non-employee director compensation policy.
TORO CO
Report date June 16, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,570.928 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Purchase · Acquired 160 · Balance 9,570.928 |
| Common StockSEC Table I · non-derivative | IndirectThe Toro Company Retirement Plan | 593.465 |
Reported balance
Holding disclosure · report date 2026-06-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 593.465 F1: Includes the following shares of common stock acquired by the reporting person since the date of her last report: 111.189 net shares acquired through regular individual and issuer matching contributions to The Toro Company Retirement Plan less quarterly non-discretionary administrative fees. |
| Performance Share UnitsSEC Table I · non-derivative | Direct | 761.138 |
Reported balance
Holding disclosure · report date 2026-06-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 761.138 F2: Includes 3.048 performance share units acquired by the reporting person since the date of her last report under the dividend reinvestment feature of The Toro Company Deferred Compensation Plan for Officers. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,175.595 |
Reported balance
Holding disclosure · report date 2026-06-16 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 4,175.595 F3: Each restricted stock unit represents a contingent right to receive one share of TTC common stock. F4: The restricted stock units and related dividend equivalents vest in three equal annual installments commencing on the first anniversary of the December 22, 2025 grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes the following shares of common stock acquired by the reporting person since the date of her last report: 111.189 net shares acquired through regular individual and issuer matching contributions to The Toro Company Retirement Plan less quarterly non-discretionary administrative fees.
F2: Includes 3.048 performance share units acquired by the reporting person since the date of her last report under the dividend reinvestment feature of The Toro Company Deferred Compensation Plan for Officers.
F3: Each restricted stock unit represents a contingent right to receive one share of TTC common stock.
F4: The restricted stock units and related dividend equivalents vest in three equal annual installments commencing on the first anniversary of the December 22, 2025 grant date.
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 |
|---|---|---|---|---|---|---|
| April 01, 2020 Filed Apr 2, 2020 19:35 UTC | TORO CO TTC · Entity 2699 | Exercise / conversionRestricted Stock Units · Derivative | 639.044 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-012657 · form4.xml · derivative · entry 3 Drake Angela C · CIK 0001807854 · VP, Construction 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,279.096 Underlying: Common Stock · 639.044 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: Each restricted stock unit represents a contingent right to receive one share of Toro common stock. F2 · derivative.exercise_date: The restricted stock units and related dividend equivalents vest and become non-forfeitable in three equal annual installments commencing on April 1, 2020, which is the first anniversary of the date of grant. F2 · derivative.expiration_date: The restricted stock units and related dividend equivalents vest and become non-forfeitable in three equal annual installments commencing on April 1, 2020, which is the first anniversary of the date of grant. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 19:35 UTC | TORO CO TTC · Entity 2699 | Tax withholdingCommon Stock | 222 | $61.57 | $13,668.54 |
DisclosureSEC source: 0001127602-20-012657 · form4.xml · nonDerivative · entry 2 Drake Angela C · CIK 0001807854 · VP, Construction 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 417.044 Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 19:35 UTC | TORO CO TTC · Entity 2699 | Exercise / conversionCommon Stock | 639.044 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-012657 · form4.xml · nonDerivative · entry 1 Drake Angela C · CIK 0001807854 · VP, Construction 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 639.044 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. 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.