Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CubeSmartCUBE · Entity 3585 | Director | May 19, 2026 | May 20, 2026 |
| Essent Group Ltd.ESNT · Entity 3779 | Director | June 10, 2026 | September 14, 2026 |
| Toll Brothers, Inc.TOL · Entity 3421 | Chief Financial Officer | August 27, 2025 | August 28, 2025 |
| UNIVEST FINANCIAL CorpUVSP · Entity 4881 | Director | January 31, 2026 | February 03, 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.
CubeSmart
Report date May 19, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 4,044 |
Reported balance
After 2026-05-19 transaction · row 1
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 4,044 · Balance 4,044 F1: The common shares are issued under the Company's 2007 Equity Incentive Plan. The common shares vest on the earlier of the first anniversary of the grant date, or the date of the 2027 Annual Meeting of Shareholders, or date the trustee resigns or retires from service on the Board. |
Filing footnotes · ownership attribution and instrument terms
F1: The common shares are issued under the Company's 2007 Equity Incentive Plan. The common shares vest on the earlier of the first anniversary of the grant date, or the date of the 2027 Annual Meeting of Shareholders, or date the trustee resigns or retires from service on the Board.
Essent Group Ltd.
Report date June 10, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Dividend equivalent unitsSEC Table II · derivative / convertible security | Direct | 15 |
Reported balance
After 2026-06-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 15 · Balance 15 F1: The dividend equivalent rights accrued on unvested restricted stock award(s) and/or unvested restricted stock unit award(s) and become vested proportionately with the award(s) to which they relate. Each dividend equivalent unit is the economic equivalent of one common share of Essent Group Ltd. |
| Dividend equivalent unitsSEC Table II · derivative / convertible security | Direct | 28 |
Reported balance
After 2026-09-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-10 · Grant · Acquired 13 · Balance 28 F1: The dividend equivalent rights accrued on unvested restricted stock award(s) and/or unvested restricted stock unit award(s) and become vested proportionately with the award(s) to which they relate. Each dividend equivalent unit is the economic equivalent of one common share of Essent Group Ltd. |
Filing footnotes · ownership attribution and instrument terms
F1: The dividend equivalent rights accrued on unvested restricted stock award(s) and/or unvested restricted stock unit award(s) and become vested proportionately with the award(s) to which they relate. Each dividend equivalent unit is the economic equivalent of one common share of Essent Group Ltd.
Toll Brothers, Inc.
Report date August 27, 2025 · Filed August 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,268 |
Reported balance
After 2025-08-27 transaction · row 1
1 source rowRow 1 · 2025-08-27 · Sale · Disposed 5,350 · Balance 15,268 F1: Price is the volume weighted average selling price of all sales by the reporting person on the transaction date within a one dollar range. Actual prices ranged from $137.50 to $137.57. The reporting person hereby undertakes to provide upon request of the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: Price is the volume weighted average selling price of all sales by the reporting person on the transaction date within a one dollar range. Actual prices ranged from $137.50 to $137.57. The reporting person hereby undertakes to provide upon request of the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price.
UNIVEST FINANCIAL Corp
Report date January 31, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 8,076 |
Reported balance
After 2026-01-31 transaction · row 1
1 source rowRow 1 · 2026-01-31 · Exercise / conversion · Acquired 1,766 · Balance 8,076 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-01-31 | Direct | 0 |
Reported balance
After 2026-01-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-31 · Exercise / conversion · Disposed 1,766 · Balance 0 F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS. F2: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-01-31 | Direct | 1,283 |
Reported balance
After 2026-01-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-31 · Grant · Acquired 1,283 · Balance 1,283 F3: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F2: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. |
Filing footnotes · ownership attribution and instrument terms
F1: REPRESENTS THE SETTLEMENT OF ONE SHARE OF COMMON STOCK UPON VESTING OF THE CORRESPONDING NUMBER OF RESTRICTED STOCK UNITS.
F2: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE.
F3: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT.
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 |
|---|---|---|---|---|---|---|
| July 12, 2023 Filed Jul 13, 2023 20:06 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 4,658 | $81.60 | $380,097.46 |
DisclosureSEC source: 0001127602-23-020645 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,414 Read SEC document |
| July 12, 2023 Filed Jul 13, 2023 20:06 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 4,658 | $32.85 | $153,015.30 |
DisclosureSEC source: 0001127602-23-020645 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,072 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 |
| June 21, 2023 Filed Jun 22, 2023 20:07 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $32.85 | $0.00 |
DisclosureSEC source: 0001127602-23-019233 · form4.xml · derivative · entry 3 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,658 Underlying: Common Stock · 15,000 shares Expires 2025-12-18 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: Vesting 25% on 12/18/2016, 2017, 2018 and 2019. Exercisable as of vesting date. Read SEC document |
| June 21, 2023 Filed Jun 22, 2023 20:07 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 15,000 | $75.62 | $1,134,334.50 |
DisclosureSEC source: 0001127602-23-019233 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,414 F1 · price: Price is the volume weighted average selling price of all sales by the reporting person on the transaction date within a one dollar range. Actual prices ranged from $75.45 to $75.825. The reporting person hereby undertakes to provide upon request of the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 21, 2023 Filed Jun 22, 2023 20:07 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 15,000 | $32.85 | $492,750.00 |
DisclosureSEC source: 0001127602-23-019233 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,414 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 |
| June 02, 2023 Filed Jun 2, 2023 20:16 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $32.85 | $0.00 |
DisclosureSEC source: 0001127602-23-017530 · form4.xml · derivative · entry 3 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,658 Underlying: Common Stock · 15,000 shares Expires 2025-12-18 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: Vesting 25% on 12/18/2016, 2017, 2018 and 2019. Exercisable as of vesting date. Read SEC document |
| June 02, 2023 Filed Jun 2, 2023 20:16 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 15,000 | $70.88 | $1,063,185.00 |
DisclosureSEC source: 0001127602-23-017530 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,414 F1 · price: Price is the volume weighted average selling price of all sales by the reporting person on the transaction date within a one dollar range. Actual prices ranged from $70.83 to $70.96. The reporting person hereby undertakes to provide upon request of the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| June 02, 2023 Filed Jun 2, 2023 20:16 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 15,000 | $32.85 | $492,750.00 |
DisclosureSEC source: 0001127602-23-017530 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,414 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 |
| May 09, 2023 Filed May 10, 2023 14:32 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | PurchaseCommon | 5,000 | $17.25 | $86,250.00 |
DisclosureSEC source: 0001501993-23-000008 · wf-form4_168372913470350.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,020 Read SEC document |
| January 31, 2023 Filed Feb 2, 2023 20:20 UTC | UNIVEST FINANCIAL Corp UVSP · Entity 4881 | GrantRestricted Stock Units · Derivative | 1,290 | $0.00 | $0.00 |
DisclosureSEC source: 0001501993-23-000004 · wf-form4_167536924316570.xml · derivative · entry 2 Connor Martin P. · CIK 0001501993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,290 Underlying: Common · 1,290 shares Expires 2025-01-31 F1 · derivative.exercise_price: EACH RESTRICTED STOCK UNIT REPRESENTS A CONTINGENT RIGHT TO RECEIVE ONE SHARE OF COMMON STOCK UPON VESTING OF THE UNIT. F2 · derivative.exercise_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. F2 · derivative.expiration_date: THE RESTRICTED STOCK UNITS VEST ON THE DATE INDICATED, ASSUMING CONTINUED SERVICE THROUGH THE VESTING DATE. Read SEC document |
| January 28, 2023 Filed Jan 30, 2023 21:25 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 25,940 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002637 · form4.xml · derivative · entry 3 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,940 shares Expires 2023-01-28 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 · shares: The performance requirement was met on December 11, 2019. The service requirement was met on 1/28/2023. F2 · derivative.exercise_date: These performance based restricted stock units vested 25% on each January 28, 2020, 2021, 2022 and 2023. Settlement of 100% of earned shares occurred on 1/28/2023. Read SEC document |
| January 28, 2023 Filed Jan 30, 2023 21:25 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 9,746 | $57.39 | $559,322.94 |
DisclosureSEC source: 0001127602-23-002637 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,414 Read SEC document |
| January 28, 2023 Filed Jan 30, 2023 21:25 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 25,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002637 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,160 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 · shares: The performance requirement was met on December 11, 2019. The service requirement was met on 1/28/2023. Read SEC document |
| January 13, 2023 Filed Jan 13, 2023 21:43 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 34,000 | $0.00 Strike: $32.49 | $0.00 |
DisclosureSEC source: 0001127602-23-001400 · form4.xml · derivative · entry 6 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 34,000 shares Expires 2024-12-19 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. F4 · derivative.exercise_date: Vested 25% on 12/19/2015, 2016, 2017 and 2018. Exercisable as of the vesting date. Read SEC document |
| January 13, 2023 Filed Jan 13, 2023 21:43 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 34,000 | $56.12 | $1,907,944.00 |
DisclosureSEC source: 0001127602-23-001400 · form4.xml · nonDerivative · entry 4 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,220 F2 · price: Price is the volume weighted average selling price of all sales by the reporting person on the transaction date within a one dollar range. Actual prices ranged from $56.00 to $56.26. The reporting person hereby undertakes to provide upon request of the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 13, 2023 Filed Jan 13, 2023 21:43 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 34,000 | $32.49 | $1,104,660.00 |
DisclosureSEC source: 0001127602-23-001400 · form4.xml · nonDerivative · entry 3 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,220 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 |
| January 12, 2023 Filed Jan 13, 2023 21:43 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 30,000 | $0.00 Strike: $35.16 | $0.00 |
DisclosureSEC source: 0001127602-23-001400 · form4.xml · derivative · entry 5 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2023-12-20 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. F3 · derivative.exercise_date: Vested 25% on 12/20/2014, 2015, 2016 and 2017. Exercisable as of the vesting date. Read SEC document |
| January 12, 2023 Filed Jan 13, 2023 21:43 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 30,000 | $55.97 | $1,678,971.00 |
DisclosureSEC source: 0001127602-23-001400 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,220 F1 · price: Price is the volume weighted average selling price of all sales by the reporting person on the transaction date within a one dollar range. Actual prices ranged from $55.83 to $56.14. The reporting person hereby undertakes to provide upon request of the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 12, 2023 Filed Jan 13, 2023 21:43 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 30,000 | $35.16 | $1,054,800.00 |
DisclosureSEC source: 0001127602-23-001400 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,220 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 |
| December 21, 2022 Filed Dec 22, 2022 21:51 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 10,000 | $51.26 | $512,607.00 |
DisclosureSEC source: 0001127602-22-028168 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,220 F1 · price: Price is the volume weighted average selling price of all sales by the reporting person on the transaction date within a one dollar range. Actual prices ranged from $51.12 to $51.34. The reporting person hereby undertakes to provide upon request of the Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| December 19, 2022 Filed Dec 20, 2022 21:51 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 17,960 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-027977 · form4.xml · derivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,960 Underlying: Common Stock · 17,960 shares Expires 2026-12-01 F1 · derivative.exercise_date: These restricted stock units vest 25% on each of December 1, 2023, 2024, 2025 and 2026. Settlement of 100% of these shares will be on December 1, 2026. Read SEC document |
| December 09, 2022 Filed Dec 9, 2022 22:05 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantPerformance Based Restricted Stock Units · Derivative | 7,793 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-027213 · form4.xml · derivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,586 Underlying: Common Stock · 7,793 shares Expires 2025-12-20 F2 · shares: Reflects the number of shares earned in respect to operational performance restricted stock units originally granted December 20, 2021. On December 9, 2022, the Compensation Committee of the Board of Directors certified the achievement levels of the operational metrics applicable to the award and the number of shares earned based on such results. One quarter of the shares earned vest each anniversary of the grant date, with settlement of 100% of the award on the fourth anniversary. F3 · derivative.exercise_date: These performance based restricted stock units vest 25% on each December 20, 2022, 2023, 2024 and 2025. Settlement of 100% of the earned shares is scheduled to occur on December 20, 2025. Read SEC document |
| December 09, 2022 Filed Dec 9, 2022 22:05 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantCommon Stock | 8,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-027213 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,456 F1 · shares: Reflects the number of shares earned in respect of TSR-based performance restricted stock units originally granted on December 18, 2019. On December 9, 2022, the Compensation Committee of the Issuer's Board of Directors certified the achievement of the applicable performance metric, which measured total shareholder return (TSR) of the Issuer over the three year period from November, 1 2019 to October 31, 2022 relative to the TSR of each of a peer group of companies. Settlement of the shares will occur on December 18, 2022. Read SEC document |
| December 09, 2022 Filed Dec 13, 2022 21:34 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 2,236 | $49.46 | $110,592.56 |
DisclosureSEC source: 0001127602-22-027396 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,220 Read SEC document |
| December 27, 2021 Filed Dec 29, 2021 21:10 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 5,000 | $70.97 | $354,830.00 |
DisclosureSEC source: 0001127602-21-031983 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,561 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple lots at prices ranging from $70.96 to $70.97 inclusive. The reporting person will provide to Toll Brothers, Inc, any security holder of Toll Brothers, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 23, 2021 Filed Dec 24, 2021 00:08 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031874 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,561 Read SEC document |
| December 22, 2021 Filed Dec 24, 2021 00:08 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 5,000 | $70.79 | $353,950.50 |
DisclosureSEC source: 0001127602-21-031874 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,561 Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 16:06 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 12,844 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031734 · form4.xml · derivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,844 Underlying: Common Stock · 12,844 shares Expires 2025-12-01 F1 · derivative.exercise_date: These restricted stock units vest 25% on each December 1, 2022, 2023, 2024 and 2025. Settlement of 100% of these shares will be on December 1, 2025. Read SEC document |
| December 18, 2021 Filed Dec 20, 2021 20:23 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 17,924 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031569 · form4.xml · derivative · entry 3 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,924 shares Expires 2021-12-18 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 · shares: The performance requirement was met on December 3, 2018. The service requirement was met on 12/18/2021. F2 · derivative.exercise_date: These performance-based restricted stock units vest 25% on each of December 18, 2018, 2019, 2020 and 2021. Settlement of 100% of earned shares is scheduled to occur on 12/18/2021. Read SEC document |
| December 18, 2021 Filed Dec 20, 2021 20:23 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 7,193 | $68.54 | $493,008.22 |
DisclosureSEC source: 0001127602-21-031569 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,561 Read SEC document |
| December 18, 2021 Filed Dec 20, 2021 20:23 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 17,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031569 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,754 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 · shares: The performance requirement was met on December 3, 2018. The service requirement was met on 12/18/2021. Read SEC document |
| December 03, 2021 Filed Dec 3, 2021 21:16 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $35.16 | $0.00 |
DisclosureSEC source: 0001127602-21-030246 · form4.xml · derivative · entry 4 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 3,000 shares Expires 2023-12-20 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: The transactions reported on this Form 4 were effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in March, 2021. F4 · derivative.exercise_date: Vesting 25% on 12/20/2014, 2015, 2016 and 2017. Exercisable as of vesting date. Read SEC document |
| December 03, 2021 Filed Dec 3, 2021 21:16 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 3,000 | $69.16 | $207,480.00 |
DisclosureSEC source: 0001127602-21-030246 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,830 F1 · kind: The transactions reported on this Form 4 were effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in March, 2021. Read SEC document |
| December 03, 2021 Filed Dec 3, 2021 21:16 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 3,000 | $35.16 | $105,480.00 |
DisclosureSEC source: 0001127602-21-030246 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,830 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: The transactions reported on this Form 4 were effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in March, 2021. Read SEC document |
| December 02, 2021 Filed Dec 3, 2021 21:16 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantPerformance Based Restricted Stock Units · Derivative | 12,491 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-030246 · form4.xml · derivative · entry 3 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,491 Underlying: Common Stock · 12,491 shares Expires 2024-12-21 F2 · shares: Reflects the number of shares earned in respect to operational performance restricted stock units originally granted December 21, 2020. On December 2, 2021, the Compensation Committee of the Board of Directors certified the achievement levels of the operational metrics applicable to the award and the number of shares earned based on such results. One quarter of the shares earned vest each anniversary of the grant date, with settlement of 100% of the award on the fourth anniversary. F3 · derivative.exercise_date: These performance based restricted stock units vest 25% on each of December 21, 2021, 2022, 2023 and 2024. Settlement of 100% of the earned shares is scheduled to occur on December 21, 2024. Read SEC document |
| May 10, 2021 Filed May 11, 2021 11:50 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 1,000 | $67.95 | $67,950.00 |
DisclosureSEC source: 0001127602-21-016129 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,830 F1 · kind: The transactions reported on this Form 4 were effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in March, 2021. Read SEC document |
| May 07, 2021 Filed May 11, 2021 11:50 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 1,000 | $66.95 | $66,950.00 |
DisclosureSEC source: 0001127602-21-016129 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,830 F1 · kind: The transactions reported on this Form 4 were effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in March, 2021. Read SEC document |
| May 05, 2021 Filed May 6, 2021 20:05 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 1,000 | $65.97 | $65,970.00 |
DisclosureSEC source: 0001127602-21-015712 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,830 F1 · kind: The transactions reported on this Form 4 were effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in March, 2021. Read SEC document |
| May 04, 2021 Filed May 6, 2021 20:05 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 1,000 | $64.95 | $64,950.00 |
DisclosureSEC source: 0001127602-21-015712 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,830 F1 · kind: The transactions reported on this Form 4 were effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in March, 2021. Read SEC document |
| April 29, 2021 Filed May 3, 2021 19:59 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 1,000 | $63.95 | $63,950.00 |
DisclosureSEC source: 0001127602-21-014904 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,830 F1 · kind: The transactions reported on this Form 4 were effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in March, 2021. Read SEC document |
| April 29, 2021 Filed May 3, 2021 19:59 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 3,000 | $63.14 | $189,420.00 |
DisclosureSEC source: 0001127602-21-014904 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,830 F1 · kind: The transactions reported on this Form 4 were effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in March, 2021. Read SEC document |
| April 06, 2021 Filed Apr 8, 2021 19:55 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 1,000 | $59.92 | $59,916.70 |
DisclosureSEC source: 0001127602-21-013479 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,830 Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 20:12 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 1,000 | $58.91 | $58,910.00 |
DisclosureSEC source: 0001127602-21-013051 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,830 Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:05 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $32.22 | $0.00 |
DisclosureSEC source: 0001127602-21-010370 · form4.xml · derivative · entry 3 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2022-12-17 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: The transactions reported on this Form 4 were effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in October 2020. F2 · derivative.exercise_date: Vesting 25% on 12/17/2013, 2014, 2015 and 2016. Exercisable as of vesting date. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:05 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 10,000 | $57.75 | $577,500.00 |
DisclosureSEC source: 0001127602-21-010370 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,830 F1 · kind: The transactions reported on this Form 4 were effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in October 2020. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 21:05 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 10,000 | $32.22 | $322,200.00 |
DisclosureSEC source: 0001127602-21-010370 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,830 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: The transactions reported on this Form 4 were effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in October 2020. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:28 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $32.22 | $0.00 |
DisclosureSEC source: 0001127602-21-005245 · form4.xml · derivative · entry 3 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2022-12-17 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: Vesting 25% on 12/17/2013, 2014, 2015 and 2016. Exercisable as of vesting date. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:28 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 10,000 | $55.75 | $557,500.00 |
DisclosureSEC source: 0001127602-21-005245 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,830 F1 · kind: The transactions reported on this Form 4 were effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in October 2020. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:28 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 10,000 | $32.22 | $322,200.00 |
DisclosureSEC source: 0001127602-21-005245 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,830 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 |
| February 08, 2021 Filed Feb 9, 2021 21:48 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 7,400 | $0.00 Strike: $32.22 | $0.00 |
DisclosureSEC source: 0001127602-21-004730 · form4.xml · derivative · entry 4 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 7,400 shares Expires 2022-12-17 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: The transactions reported on this Form 4 were effected automatically pursuant to a Rule 10b5-1 trading plan adopted by the reporting person in October 2020. F2 · derivative.exercise_date: Vesting 25% on 12/17/2013, 2014, 2015 and 2016. Exercisable as of vesting date. 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.