Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Sezzle Inc.SEZL · Entity 4073 | Director | May 15, 2026 | May 19, 2026 |
| Toll Brothers, Inc.TOL · Entity 3421 | Director | September 24, 2026 | September 25, 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.
Sezzle Inc.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.00001 per shareSEC Table I · non-derivative | Direct | 4,329 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Grant · Acquired 725 · Balance 4,329 F1: Reflecting an award of restricted stock units that vest on the one-year anniversary of the vesting commencement date. |
| Common Stock, par value $0.00001 per shareSEC Table I · non-derivative | IndirectAll shares held in a joint account with spouse. | 5,400 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,400 |
| Common Stock, par value $0.00001 per shareSEC Table I · non-derivative | IndirectIRA | 1,800 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,800 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflecting an award of restricted stock units that vest on the one-year anniversary of the vesting commencement date.
Toll Brothers, Inc.
Report date September 24, 2026 · Filed September 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,642 |
Reported balance
After 2026-09-24 transaction · row 1
1 source rowRow 1 · 2026-09-24 · Sale · Disposed 800 · Balance 12,642 |
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 |
|---|---|---|---|---|---|---|
| September 24, 2026 Filed Sep 25, 2026 20:08 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 800 | $135.99 | $108,792.00 |
DisclosureSEC source: 0000794170-26-000104 · form4.xml · nonDerivative · entry 1 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,642 Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:34 UTC | Sezzle Inc. SEZL · Entity 4073 | GrantCommon Stock, par value $0.00001 per share | 725 | $0.00 | $0.00 |
DisclosureSEC source: 0001662991-26-000083 · wk-form4_1779222843.xml · nonDerivative · entry 1 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,329 F1 · shares: Reflecting an award of restricted stock units that vest on the one-year anniversary of the vesting commencement date. Read SEC document |
| April 15, 2026 Filed Apr 16, 2026 20:01 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 1,000 | $139.70 | $139,700.00 |
DisclosureSEC source: 0000794170-26-000072 · form4.xml · nonDerivative · entry 1 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,442 Read SEC document |
| January 19, 2026 Filed Jan 20, 2026 22:05 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 1,655 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000794170-26-000012 · form4.xml · derivative · entry 2 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,655 shares Expires 2025-12-19 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 · derivative.exercise_date: These restricted stock units vested 100% on December 19, 2025. Settlement of 100% of these shares occurred on January 19, 2026. Read SEC document |
| January 19, 2026 Filed Jan 20, 2026 22:05 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 1,655 | $0.00 | $0.00 |
DisclosureSEC source: 0000794170-26-000012 · form4.xml · nonDerivative · entry 1 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,442 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 22, 2025 Filed Dec 23, 2025 21:27 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 1,623 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000794170-25-000115 · form4.xml · derivative · entry 1 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,623 Underlying: Common Stock · 1,623 shares Expires 2026-12-22 F1 · derivative.exercise_date: These restricted stock units vest 100% on December 22, 2026. Settlement of 100% of these shares will occur on January 22, 2027. Read SEC document |
| July 16, 2025 Filed Jul 17, 2025 20:23 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 2,500 | $115.33 | $288,325.25 |
DisclosureSEC source: 0001127602-25-019346 · form4.xml · nonDerivative · entry 1 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,787 Read SEC document |
| May 21, 2025 Filed May 23, 2025 20:31 UTC | Sezzle Inc. SEZL · Entity 4073 | GrantCommon Stock, par value $0.00001 per share | 604 | $0.00 | $0.00 |
DisclosureSEC source: 0001662991-25-000115 · wk-form4_1748032255.xml · nonDerivative · entry 1 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,604 F1 · shares: Reflecting an award of restricted stock units that vest over four years. 25% vest on the one-year anniversary of the vesting commencement date, and the remainder vest in equal quarterly installments thereafter. F2 · balance_after: Effective March 28, 2025, the Issuer effected a 6-to-1 forward stock split (the "Forward Stock Split"). The amount of securities reported on this Form 4 have been adjusted to reflect the Forward Stock Split. Read SEC document |
| January 19, 2025 Filed Jan 22, 2025 21:04 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 2,007 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001713 · form4.xml · derivative · entry 4 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,007 shares Expires 2024-12-20 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: These restricted stock units vested 100% on December 20, 2024. Settlement of 100% of these shares occurred on January 19, 2025. Read SEC document |
| January 19, 2025 Filed Jan 22, 2025 21:04 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 2,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001713 · form4.xml · nonDerivative · entry 2 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,287 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 18, 2025 Filed Jan 22, 2025 21:04 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 3,891 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001713 · form4.xml · derivative · entry 3 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,891 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. F1 · derivative.exercise_date: These restricted stock units vested 50% on each of December 19, 2023 and 2024. Settlement of 100% of these shares occurred on January 18, 2025. Read SEC document |
| January 18, 2025 Filed Jan 22, 2025 21:04 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 3,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001713 · form4.xml · nonDerivative · entry 1 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,280 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 19, 2024 Filed Dec 20, 2024 21:34 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 1,655 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029889 · form4.xml · derivative · entry 1 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,655 Underlying: Common Stock · 1,655 shares Expires 2025-12-19 F1 · derivative.exercise_date: These restricted stock units vest 100% on December 19, 2025. Settlement of 100% of these shares will occur on January 20, 2026. Read SEC document |
| December 03, 2024 Filed Jan 31, 2025 21:50 UTC | Sezzle Inc. SEZL · Entity 4073 | GiftCommon Stock, par value $0.00001 per share | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001662991-25-000026 · wk-form5_1738360234.xml · nonDerivative · entry 2 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · All shares held in a joint account with spouse. Disclosed balance after: 900 F2 · balance_after: On December 3, 2024, the reporting person and his spouse gifted 100 shares of the common stock described in footnote 1. Read SEC document |
| April 15, 2024 Filed Apr 15, 2024 20:07 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 1,500 | $119.32 | $178,980.00 |
DisclosureSEC source: 0001127602-24-012881 · form4.xml · nonDerivative · entry 1 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,389 Read SEC document |
| January 20, 2024 Filed Jan 22, 2024 21:44 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 2,717 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001818 · form4.xml · derivative · entry 2 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,717 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 · derivative.exercise_date: These restricted stock units vested 50% on each of December 20, 2022 and 2023. Settlement of 100% of these shares occurred on January 20, 2024. Read SEC document |
| January 20, 2024 Filed Jan 22, 2024 21:44 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 2,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001818 · form4.xml · nonDerivative · entry 1 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,889 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, 2023 Filed Dec 22, 2023 21:04 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 2,007 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-030339 · form4.xml · derivative · entry 1 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,007 Underlying: Common Stock · 2,007 shares Expires 2024-12-20 F1 · derivative.exercise_date: These restricted stock units vest 100% on December 20, 2024. Settlement of 100% of these shares will be on January 21, 2025. Read SEC document |
| January 20, 2023 Filed Jan 23, 2023 21:01 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 2,172 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002032 · form4.xml · derivative · entry 2 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,172 shares Expires 2022-12-22 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 restricted stock units vested 50% on each December 21, 2021 and 2022. Settlement of 100% of these shares occurred on 1/20/2023. Read SEC document |
| January 20, 2023 Filed Jan 23, 2023 21:01 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 2,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-002032 · form4.xml · nonDerivative · entry 1 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,172 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 19, 2022 Filed Dec 20, 2022 21:59 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 3,891 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-027983 · form4.xml · derivative · entry 1 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,891 Underlying: Common Stock · 3,891 shares Expires 2024-12-19 F1 · derivative.exercise_date: These restricted stock units vest 50% on each of December 19, 2023 and 2024. Settlement of 100% of these shares will be on January 17, 2025. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 16:23 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 2,717 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-031746 · form4.xml · derivative · entry 1 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,717 Underlying: Common Stock · 2,717 shares Expires 2023-12-20 F1 · derivative.exercise_date: These restricted stock units vest 50% on each of December 20, 2022 and 2023. Settlement of 100% of these shares will be on January 19, 2024. Read SEC document |
| December 21, 2020 Filed Dec 22, 2020 20:29 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 2,172 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-032183 · form4.xml · derivative · entry 1 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,172 Underlying: Common Stock · 2,172 shares Expires 2022-12-22 F1 · derivative.exercise_date: These restricted stock units vest 50% on each December 21, 2021 and 2022. Settlement of 100% of these shares will be on 1/19/2023. Read SEC document |
| March 20, 2020 Filed Mar 23, 2020 14:44 UTC | Toll Brothers, Inc. TOL · Entity 3421 | PurchaseCommon Stock | 1,700 | $15.45 | $26,265.00 |
DisclosureSEC source: 0001127602-20-011731 · form4.xml · nonDerivative · entry 3 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Read SEC document |
| March 20, 2020 Filed Mar 23, 2020 14:44 UTC | Toll Brothers, Inc. TOL · Entity 3421 | PurchaseCommon Stock | 1,400 | $16.54 | $23,156.00 |
DisclosureSEC source: 0001127602-20-011731 · form4.xml · nonDerivative · entry 2 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,300 Read SEC document |
| March 19, 2020 Filed Mar 23, 2020 14:44 UTC | Toll Brothers, Inc. TOL · Entity 3421 | PurchaseCommon Stock | 2,900 | $17.07 | $49,503.00 |
DisclosureSEC source: 0001127602-20-011731 · form4.xml · nonDerivative · entry 1 East Stephen F. · CIK 0001805167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,900 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.