Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Toll Brothers, Inc.TOL · Entity 3421 | Chief Financial Officer | January 31, 2026 | February 02, 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.
Toll Brothers, Inc.
Report date January 31, 2026 · Filed February 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,088 |
Ending reported balance
After 2026-01-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-01-31 · Exercise / conversion · Acquired 4,897 · Balance 22,103 Row 2 · 2026-01-31 · Tax withholding · Disposed 2,015 · Balance 20,088 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-01-31 | Direct | 0 |
Reported balance
After 2026-01-31 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-01-31 · Exercise / conversion · Disposed 4,897 · Balance 0 F1: These restricted stock units vested 50% on each of January 31, 2025 and 2026. Settlement of 100% of these shares occurred on February 2, 2026. |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 140.7853 |
Reported balance
Holding disclosure · report date 2026-01-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 140.7853 |
| Common StockSEC Table I · non-derivative | IndirectIRA | 219.913 |
Reported balance
Holding disclosure · report date 2026-01-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 219.913 |
| Common StockSEC Table I · non-derivative | IndirectRoth IRA | 109.956 |
Reported balance
Holding disclosure · report date 2026-01-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 109.956 |
| Common StockSEC Table I · non-derivative | IndirectSpouse | 40.685 |
Reported balance
Holding disclosure · report date 2026-01-31 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 40.685 |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units vested 50% on each of January 31, 2025 and 2026. Settlement of 100% of these shares occurred on February 2, 2026.
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 31, 2026 Filed Feb 2, 2026 21:07 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 4,897 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000794170-26-000041 · form4.xml · derivative · entry 7 Ziegler Gregg L. · CIK 0002079077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,897 shares Expires 2026-01-31 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 restricted stock units vested 50% on each of January 31, 2025 and 2026. Settlement of 100% of these shares occurred on February 2, 2026. Read SEC document |
| January 31, 2026 Filed Feb 2, 2026 21:07 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 2,015 | $144.49 | $291,147.35 |
DisclosureSEC source: 0000794170-26-000041 · form4.xml · nonDerivative · entry 2 Ziegler Gregg L. · CIK 0002079077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,088 Read SEC document |
| January 31, 2026 Filed Feb 2, 2026 21:07 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 4,897 | $0.00 | $0.00 |
DisclosureSEC source: 0000794170-26-000041 · form4.xml · nonDerivative · entry 1 Ziegler Gregg L. · CIK 0002079077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,103 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 21:45 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 4,851 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000794170-25-000137 · form4.xml · derivative · entry 1 Ziegler Gregg L. · CIK 0002079077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,851 Underlying: Common Stock · 4,851 shares Expires 2029-12-01 F1 · derivative.exercise_date: These restricted stock units vest 25% on each of December 1, 2026, 2027, 2028 and 2029. Settlement of 100% of these shares will occur on December 1, 2029. Read SEC document |
| December 01, 2025 Filed Dec 2, 2025 22:07 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 2,346 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000794170-25-000093 · form4.xml · derivative · entry 7 Ziegler Gregg L. · CIK 0002079077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,346 shares Expires 2025-12-01 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 25% on each of December 1, 2022, 2023, 2024 and 2025. Settlement of 100% of these shares occurred on December 2, 2025. Read SEC document |
| December 01, 2025 Filed Dec 2, 2025 22:07 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Tax withholdingCommon Stock | 766 | $139.83 | $107,109.78 |
DisclosureSEC source: 0000794170-25-000093 · form4.xml · nonDerivative · entry 2 Ziegler Gregg L. · CIK 0002079077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,206 Read SEC document |
| December 01, 2025 Filed Dec 2, 2025 22:07 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 2,346 | $0.00 | $0.00 |
DisclosureSEC source: 0000794170-25-000093 · form4.xml · nonDerivative · entry 1 Ziegler Gregg L. · CIK 0002079077 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,972 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.