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 |
|---|---|---|---|---|---|---|
| January 19, 2018 Filed Jan 23, 2018 14:23 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 8,450 | $0.00 Strike: $19.32 | $0.00 |
DisclosureSEC source: 0001127602-18-002239 · form4.xml · derivative · entry 6 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,550 Underlying: Common Stock · 8,450 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 19, 2018 Filed Jan 23, 2018 14:23 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 450 | $51.95 | $23,377.50 |
DisclosureSEC source: 0001127602-18-002239 · form4.xml · nonDerivative · entry 3 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 19, 2018 Filed Jan 23, 2018 14:23 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 8,000 | $51.75 | $414,000.00 |
DisclosureSEC source: 0001127602-18-002239 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,357 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 19, 2018 Filed Jan 23, 2018 14:23 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 8,450 | $19.32 | $163,254.00 |
DisclosureSEC source: 0001127602-18-002239 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,357 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, 2017 Filed Dec 20, 2017 19:28 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 25,012 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-035250 · 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 · 25,012 shares Expires 2017-12-20 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: Performance requirement was met on December 16, 2014. Service requirement was met on December 20, 2017. F3 · derivative.exercise_date: The performance restricted stock units vest 25% on each December 20, 2014,2015,2016 and 2017. Read SEC document |
| December 20, 2017 Filed Dec 20, 2017 19:28 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 10,941 | $47.44 | $519,041.04 |
DisclosureSEC source: 0001127602-17-035250 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,907 Read SEC document |
| December 20, 2017 Filed Dec 20, 2017 19:28 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 25,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-035250 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,848 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 16, 2014. Service requirement was met on December 20, 2017. Read SEC document |
| December 18, 2017 Filed Dec 20, 2017 19:28 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantStock Options (Right to Buy) · Derivative | 20,055 | $0.00 Strike: $47.84 | $0.00 |
DisclosureSEC source: 0001127602-17-035250 · form4.xml · derivative · entry 3 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,055 Underlying: Common Stock · 20,055 shares Expires 2027-12-18 F2 · derivative.exercise_date: Exercisable 25% on December 18, 2018, 2019, 2020 and 2021. Read SEC document |
| October 19, 2017 Filed Oct 23, 2017 13:26 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $18.38 | $0.00 |
DisclosureSEC source: 0001127602-17-030200 · 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 · 5,000 shares Expires 2019-12-20 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 12/20/2010, 2011, 2012 and 2013. Read SEC document |
| October 19, 2017 Filed Oct 23, 2017 13:26 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 5,000 | $43.45 | $217,250.00 |
DisclosureSEC source: 0001127602-17-030200 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,836 F1 · kind: All sales on this Form 4 were made pursuant to a 10b5-1 trading plan adopted on 12/29/2016. Read SEC document |
| October 19, 2017 Filed Oct 23, 2017 13:26 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 5,000 | $18.38 | $91,900.00 |
DisclosureSEC source: 0001127602-17-030200 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,836 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 18:30 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $18.38 | $0.00 |
DisclosureSEC source: 0001127602-17-028570 · form4.xml · derivative · entry 3 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 2,000 shares Expires 2019-12-20 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 12/20/2010, 2011, 2012 and 2013. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 18:30 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 2,000 | $41.45 | $82,900.00 |
DisclosureSEC source: 0001127602-17-028570 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,836 F1 · kind: All sales on this Form 4 were made pursuant to a 10b5-1 trading plan adopted on 12/29/2016. Read SEC document |
| September 29, 2017 Filed Oct 2, 2017 18:30 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 2,000 | $18.38 | $36,760.00 |
DisclosureSEC source: 0001127602-17-028570 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,836 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 07, 2017 Filed Jul 10, 2017 20:19 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $18.38 | $0.00 |
DisclosureSEC source: 0001127602-17-023430 · form4.xml · derivative · entry 3 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 2,000 shares Expires 2019-12-20 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 12/20/2010, 2011, 2012 and 2013. Read SEC document |
| July 07, 2017 Filed Jul 10, 2017 20:19 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 2,000 | $40.45 | $80,900.00 |
DisclosureSEC source: 0001127602-17-023430 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,836 F1 · kind: All sales on this Form 4 were made pursuant to a 10b5-1 trading plan adopted on 12/29/2016. Read SEC document |
| July 07, 2017 Filed Jul 10, 2017 20:19 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 2,000 | $18.38 | $36,760.00 |
DisclosureSEC source: 0001127602-17-023430 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,836 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 20:39 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $18.38 | $0.00 |
DisclosureSEC source: 0001127602-17-021999 · form4.xml · derivative · entry 3 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Stock · 2,000 shares Expires 2019-12-20 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 12/20/2010, 2011, 2012 and 2013. Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 20:39 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 2,000 | $39.45 | $78,900.00 |
DisclosureSEC source: 0001127602-17-021999 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,836 F1 · kind: All sales on this Form 4 were made pursuant to a 10b5-1 trading plan adopted on 12/29/2016. Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 20:39 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 2,000 | $18.38 | $36,760.00 |
DisclosureSEC source: 0001127602-17-021999 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,836 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 02, 2017 Filed Jun 2, 2017 22:09 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $22.18 | $0.00 |
DisclosureSEC source: 0001127602-17-020373 · 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 · 2,000 shares Expires 2019-01-05 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 1/5/2010, 2011, 2012 and 2013. Read SEC document |
| June 02, 2017 Filed Jun 2, 2017 22:09 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 2,000 | $38.45 | $76,900.00 |
DisclosureSEC source: 0001127602-17-020373 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,836 F1 · kind: All sales on this Form 4 were made pursuant to a 10b5-1 trading plan adopted on 12/29/2016. Read SEC document |
| June 02, 2017 Filed Jun 2, 2017 22:09 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 2,000 | $22.18 | $44,360.00 |
DisclosureSEC source: 0001127602-17-020373 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,836 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 20, 2016 Filed Dec 21, 2016 19:49 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantStock Options (Right to Buy) · Derivative | 37,673 | $0.00 Strike: $31.61 | $0.00 |
DisclosureSEC source: 0001127602-16-070683 · form4.xml · derivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,673 Underlying: Common Stock · 37,673 shares Expires 2026-12-20 F1 · derivative.exercise_date: Exercisable 25% on 12/20/2017, 2018, 2019 and 2020. Read SEC document |
| December 20, 2016 Filed Dec 8, 2017 15:04 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantPerformance Based Restricted Stock Units · Derivative | 21,644 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-034173 · form4.xml · derivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,644 Underlying: Common Stock · 21,644 shares Expires 2020-12-20 F3 · date: The right to receive these performance restricted stock units was awarded on 12/20/2016 subject to obtaining certain performance goals. The performance goals were met on 12/6/2017. F4 · derivative.exercise_date: These performance restricted stock units vest 25% on each December 20, 2017, 2018, 2019 and 2020. Read SEC document |
| December 17, 2016 Filed Dec 20, 2016 20:27 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionPerformance Based Restricted Stock Units · Derivative | 26,199 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-070544 · 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 · 26,199 shares Expires 2016-12-17 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 · shares: Performance requirement was met on December 5, 2013. Service requirement was met on December 17, 2016. F2 · derivative.exercise_date: The performance restricted stock units vest 25% on each December 17, 2013, 2014, 2015 and 2016. Read SEC document |
| December 17, 2016 Filed Dec 20, 2016 20:27 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 10,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-070544 · form4.xml · nonDerivative · entry 2 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,836 Read SEC document |
| December 17, 2016 Filed Dec 20, 2016 20:27 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 26,199 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-070544 · form4.xml · nonDerivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,762 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 5, 2013. Service requirement was met on December 17, 2016. Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 21:30 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantPerformance Based Restricted Stock Units · Derivative | 19,816 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-070133 · form4.xml · derivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,816 Underlying: Common Stock · 19,816 shares Expires 2019-12-18 F1 · date: The right to receive these performance restricted stock units was awarded on 12/18/2015 subject to obtaining certain performance goals. The performance goals were met on 12/14/2016. F2 · derivative.exercise_date: These performance restricted stock units vest 25% on each December 18, 2016, 2017, 2018 and 2019. Read SEC document |
| December 18, 2015 Filed Dec 8, 2017 15:04 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantPerformance Based Restricted Stock Units · Derivative | 5,561 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-034173 · form4.xml · derivative · entry 1 Connor Martin P. · CIK 0001501993 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,561 Underlying: Common Stock · 5,561 shares Expires 2018-10-31 F1 · date: The right to receive these performance restricted stock units was awarded on 12/18/2015 subject to obtaining certain performance goals. The performance goals were met on 12/6/2017. F2 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.