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 |
|---|---|---|---|---|---|---|
| February 08, 2021 Filed Feb 9, 2021 21:48 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 6,000 | $54.76 | $328,560.00 |
DisclosureSEC source: 0001127602-21-004730 · form4.xml · nonDerivative · entry 3 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 08, 2021 Filed Feb 9, 2021 21:48 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 1,400 | $54.75 | $76,650.00 |
DisclosureSEC source: 0001127602-21-004730 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,830 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 08, 2021 Filed Feb 9, 2021 21:48 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 7,400 | $32.22 | $238,428.00 |
DisclosureSEC source: 0001127602-21-004730 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,230 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 |
| January 27, 2021 Filed Jan 27, 2021 22:31 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,600 | $0.00 Strike: $32.22 | $0.00 |
DisclosureSEC source: 0001127602-21-002728 · form4.xml · derivative · entry 5 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,400 Underlying: Common Stock · 2,600 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. F3 · derivative.exercise_date: Vesting 25% on 12/17/2013, 2014, 2015 and 2016. Exercisable as of vesting date. Read SEC document |
| January 27, 2021 Filed Jan 27, 2021 22:31 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 2,600 | $54.77 | $142,391.08 |
DisclosureSEC source: 0001127602-21-002728 · form4.xml · nonDerivative · entry 4 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. F2 · price: Weighted average sales price. Actual sale prices ranges from $54.75 to $54.80. Read SEC document |
| January 27, 2021 Filed Jan 27, 2021 22:31 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 2,600 | $32.22 | $83,772.00 |
DisclosureSEC source: 0001127602-21-002728 · form4.xml · nonDerivative · entry 3 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,430 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 |
| January 26, 2021 Filed Jan 27, 2021 22:31 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 5,297 | $53.75 | $284,713.75 |
DisclosureSEC source: 0001127602-21-002728 · 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 |
| January 26, 2021 Filed Jan 27, 2021 22:31 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 4,881 | $52.75 | $257,472.75 |
DisclosureSEC source: 0001127602-21-002728 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,127 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 |
| January 25, 2021 Filed Jan 25, 2021 23:42 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 119 | $52.75 | $6,277.25 |
DisclosureSEC source: 0001127602-21-002452 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,008 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 |
| January 22, 2021 Filed Jan 25, 2021 23:42 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 5,000 | $50.75 | $253,750.00 |
DisclosureSEC source: 0001127602-21-002452 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,127 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 |
| December 21, 2020 Filed Dec 22, 2020 16:33 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 18,089 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032162 · form4.xml · derivative · entry 4 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,089 Underlying: Common Stock · 18,089 shares Expires 2024-12-01 F3 · derivative.exercise_date: These restricted stock units vest 25% on each December 1, 2021, 2022, 2023 and 2024. Settlement of 100% of these shares is scheduled to occur on December 1, 2024. Read SEC document |
| December 20, 2020 Filed Dec 22, 2020 16:33 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 21,644 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032162 · 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 · 21,644 shares Expires 2020-12-20 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 · shares: The performance requirement was met on December 6, 2017. The service requirement was met on 12/20/2020. F2 · derivative.exercise_date: These performance restricted stock units vest 25% on each December 20, 2017, 2018, 2019 and 2020. Read SEC document |
| December 20, 2020 Filed Dec 22, 2020 16:33 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 8,686 | $46.25 | $401,727.50 |
DisclosureSEC source: 0001127602-20-032162 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,127 Read SEC document |
| December 20, 2020 Filed Dec 22, 2020 16:33 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 21,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032162 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,813 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 6, 2017. The service requirement was met on 12/20/2020. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 18:48 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantPerformance Based Restricted Stock Units · Derivative | 20,699 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-030820 · form4.xml · derivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,699 Underlying: Common Stock · 20,699 shares Expires 2023-12-18 F1 · shares: Reflects the number of shares earned in respect to operational performance restricted stock units originally granted December 18, 2019. On December 04, 2020, 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 100% of the award on the fourth anniversary. F2 · derivative.exercise_date: These performance based restricted stock units vest 25% on each December 18, 2020, 2021, 2022 and 2023. Settlement of 100% of the earned shares is scheduled to occur on December 18, 2023. Read SEC document |
| September 25, 2020 Filed Sep 25, 2020 20:50 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 10,000 | $48.03 | $480,326.00 |
DisclosureSEC source: 0001127602-20-025735 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,169 F1 · price: The Reporting person will provide, upon request by SEC staff, the issuer or a security holder, the full information about the number of shares sold at each separate sales price. F2 · price: Weighted average sales price. Actual sale prices ranged from $48.00 to $48.11. Read SEC document |
| September 16, 2020 Filed Sep 17, 2020 13:00 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 20,000 | $45.00 | $900,000.00 |
DisclosureSEC source: 0001127602-20-025272 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,169 Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 19:14 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 12,642 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035487 · form4.xml · derivative · entry 5 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,642 Underlying: Common Stock · 12,642 shares Expires 2023-12-01 F5 · derivative.exercise_date: These restricted stock units vest 25% on each December 1, 2020, 2021, 2022 and 2023. Settlement of 100% of these shares is scheduled to occur on December 1, 2023. Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 19:14 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 19,816 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035487 · form4.xml · derivative · entry 4 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,816 shares Expires 2019-12-18 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 14, 2016. The service requirement was met on December 18,2019. F4 · derivative.exercise_date: These performance restricted stock units vest 25% on each December 18, 2016, 2017, 2018 and 2019. Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 19:14 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 8,151 | $39.58 | $322,616.58 |
DisclosureSEC source: 0001127602-19-035487 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,169 Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 19:14 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 19,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035487 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,320 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 14, 2016. The service requirement was met on December 18,2019. Read SEC document |
| December 17, 2019 Filed Dec 19, 2019 19:14 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantPerformance Based Restricted Stock Units · Derivative | 25,940 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035487 · form4.xml · derivative · entry 3 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,940 Underlying: Common Stock · 25,940 shares Expires 2023-01-28 F2 · shares: Reflects the number of shares earned in respect of operational performance restricted stock units originally granted on 1/28/2019. On December 17, 2019, 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 on 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 January 28, 2020, 2021, 2022 and 2023. Settlement of 100% of earned shares is scheduled to occur on 1/28/2023. Read SEC document |
| September 16, 2019 Filed Sep 17, 2019 21:15 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $20.50 | $0.00 |
DisclosureSEC source: 0001127602-19-028588 · form4.xml · derivative · entry 4 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2021-12-20 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. F2 · derivative.exercise_date: Exercisable 25% on 12/20/2012, 2013, 2014 and 2015. Read SEC document |
| September 16, 2019 Filed Sep 17, 2019 21:15 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 4,000 | $40.94 | $163,760.00 |
DisclosureSEC source: 0001127602-19-028588 · form4.xml · nonDerivative · entry 3 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,504 F1 · kind: All sales on this Form 4 were made pursuant to a 10b5-1 trading plan adopted on 1/2/2019. Read SEC document |
| September 16, 2019 Filed Sep 17, 2019 21:15 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 4,000 | $39.94 | $159,760.00 |
DisclosureSEC source: 0001127602-19-028588 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,504 F1 · kind: All sales on this Form 4 were made pursuant to a 10b5-1 trading plan adopted on 1/2/2019. Read SEC document |
| September 16, 2019 Filed Sep 17, 2019 21:15 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 8,000 | $20.50 | $164,000.00 |
DisclosureSEC source: 0001127602-19-028588 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,504 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 |
| April 17, 2019 Filed Apr 18, 2019 12:52 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $20.50 | $0.00 |
DisclosureSEC source: 0001127602-19-015749 · form4.xml · derivative · entry 3 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 4,000 shares Expires 2021-12-20 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. F2 · derivative.exercise_date: Exercisable 25% on 12/20/2012, 2013, 2014 and 2015. Read SEC document |
| April 17, 2019 Filed Apr 18, 2019 12:52 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 4,000 | $38.94 | $155,760.00 |
DisclosureSEC source: 0001127602-19-015749 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,504 F1 · kind: All sales on this Form 4 were made pursuant to a 10b5-1 trading plan adopted on 1/2/2019. Read SEC document |
| April 17, 2019 Filed Apr 18, 2019 12:52 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 4,000 | $20.50 | $82,000.00 |
DisclosureSEC source: 0001127602-19-015749 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,504 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 25, 2019 Filed Feb 25, 2019 23:20 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $20.50 | $0.00 |
DisclosureSEC source: 0001127602-19-008136 · form4.xml · derivative · entry 3 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 4,000 shares Expires 2021-12-20 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. F2 · derivative.exercise_date: Exercisable 25% on 12/20/2012, 2013, 2014 and 2015. Read SEC document |
| February 25, 2019 Filed Feb 25, 2019 23:20 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 4,000 | $37.94 | $151,760.00 |
DisclosureSEC source: 0001127602-19-008136 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,504 F1 · kind: All sales on this Form 4 were made pursuant to a 10b5-1 trading plan adopted on 1/2/2019. Read SEC document |
| February 25, 2019 Filed Feb 25, 2019 23:20 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 4,000 | $20.50 | $82,000.00 |
DisclosureSEC source: 0001127602-19-008136 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,504 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 05, 2019 Filed Feb 6, 2019 15:08 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $20.50 | $0.00 |
DisclosureSEC source: 0001127602-19-004266 · form4.xml · derivative · entry 6 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,000 Underlying: Common Stock · 4,000 shares Expires 2021-12-20 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: Exercisable 25% on 12/20/2012, 2013, 2014 and 2015. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 15:08 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 8,000 | $0.00 Strike: $19.32 | $0.00 |
DisclosureSEC source: 0001127602-19-004266 · 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 · 8,000 shares Expires 2020-12-20 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. F2 · derivative.exercise_date: Exercisable 25% on 12/20/2011, 2012, 2013 and 2014. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 15:08 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 4,000 | $36.94 | $147,760.00 |
DisclosureSEC source: 0001127602-19-004266 · form4.xml · nonDerivative · entry 4 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,504 F1 · kind: All sales on this Form 4 were made pursuant to a 10b5-1 trading plan adopted on 1/2/2019. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 15:08 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 8,000 | $36.77 | $294,160.00 |
DisclosureSEC source: 0001127602-19-004266 · form4.xml · nonDerivative · entry 3 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,504 F1 · kind: All sales on this Form 4 were made pursuant to a 10b5-1 trading plan adopted on 1/2/2019. Read SEC document |
| February 05, 2019 Filed Feb 6, 2019 15:08 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 4,000 | $20.50 | $82,000.00 |
DisclosureSEC source: 0001127602-19-004266 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,504 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 05, 2019 Filed Feb 6, 2019 15:08 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 8,000 | $19.32 | $154,560.00 |
DisclosureSEC source: 0001127602-19-004266 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,504 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 20, 2018 Filed Dec 21, 2018 15:22 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantStock Options (Right to Buy) · Derivative | 33,350 | $0.00 Strike: $32.42 | $0.00 |
DisclosureSEC source: 0001127602-18-037028 · form4.xml · derivative · entry 4 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,350 Underlying: Common Stock · 33,350 shares Expires 2028-12-20 F3 · derivative.exercise_date: Exercisable 25% on December 20, 2019, 2020, 2021 AND 2022. Read SEC document |
| December 19, 2018 Filed Dec 21, 2018 15:22 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 25,985 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-037028 · 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 · 25,985 shares Expires 2018-12-19 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. F1 · shares: Performance requirement was met on December 10, 2015. Service requirement was met on December 19, 2018. F2 · derivative.exercise_date: The performance restricted stock units vest 25% on each December 19, 2015, 2016, 2017 and 2018. Read SEC document |
| December 19, 2018 Filed Dec 21, 2018 15:22 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 12,804 | $32.32 | $413,825.28 |
DisclosureSEC source: 0001127602-18-037028 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,504 Read SEC document |
| December 19, 2018 Filed Dec 21, 2018 15:22 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 25,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-037028 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,308 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: Performance requirement was met on December 10, 2015. Service requirement was met on December 19, 2018. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 14:18 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantPerformance Based Restricted Stock Units · Derivative | 17,924 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-035278 · form4.xml · derivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,924 Underlying: Common Stock · 17,924 shares Expires 2021-12-18 F2 · shares: Reflects the number of shares earned in respect of operational performance restricted stock units originally granted on December 18, 2017. On December 3, 2018, the Compensation Committee of the Board of Directors certified the achievement levels of the operational performance metrics applicable to the award and the number of shares earned based on such results. One quarter of shares earned vest on 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 18, 2018, 2019, 2020 and 2021. Settlement of 100% of earned shares is scheduled to occur on 12/18/2021. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 14:18 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantCommon Stock | 5,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-035278 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,323 F1 · shares: Reflects the number of shares earned in respect of TSR-based performance restricted stock units originally granted on December 18, 2015. On December 3, 2018, 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 2015 to October 31, 2018 relative to the TSR of each of a peer group of companies. Settlement of the shares will occur on December 19, 2018. Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 18:14 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 5,561 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-031780 · 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 · 5,561 shares Expires 2018-10-31 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_date: These performance restricted stock units vest-3,707 units on 12/6/2017 and 1,854 units on 10/31/2018. Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 18:14 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 2,288 | $33.66 | $77,014.08 |
DisclosureSEC source: 0001127602-18-031780 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,180 Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 18:14 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 5,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-031780 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,468 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 22, 2018 Filed Jan 23, 2018 14:23 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 3,550 | $0.00 Strike: $19.32 | $0.00 |
DisclosureSEC source: 0001127602-18-002239 · form4.xml · derivative · entry 7 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 3,550 shares Expires 2020-12-20 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. F2 · derivative.exercise_date: Exercisable 25% on 12/20/2011, 2012, 2013 and 2014. Read SEC document |
| January 22, 2018 Filed Jan 23, 2018 14:23 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 3,550 | $51.98 | $184,529.00 |
DisclosureSEC source: 0001127602-18-002239 · form4.xml · nonDerivative · entry 5 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,907 F1 · kind: All sales on this Form 4 were made pursuant to a 10b5-1 trading plan adopted on 12/19/2017. Read SEC document |
| January 22, 2018 Filed Jan 23, 2018 14:23 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 3,550 | $19.32 | $68,586.00 |
DisclosureSEC source: 0001127602-18-002239 · form4.xml · nonDerivative · entry 4 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,457 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.