Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Toll Brothers, Inc.TOL · Entity 3421 | Director | March 04, 2024 | March 05, 2024 |
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 March 04, 2024 · Filed March 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,069 |
Reported balance
After 2024-03-04 transaction · row 1
1 source rowRow 1 · 2024-03-04 · Sale · Disposed 10,000 · Balance 34,069 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 $118.01 to $118.11. 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. |
| Common StockSEC Table I · non-derivative | IndirectIndividual Retirement Account For Self | 4,700 |
Reported balance
Holding disclosure · report date 2024-03-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,700 |
| Common StockSEC Table I · non-derivative | IndirectIndividual Retirement Account For Spouse | 4,700 |
Reported balance
Holding disclosure · report date 2024-03-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,700 |
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 $118.01 to $118.11. 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.
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 |
|---|---|---|---|---|---|---|
| December 18, 2017 Filed Dec 19, 2017 17:10 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 3,622 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-035048 · form4.xml · derivative · entry 1 MARBACH CARL B · CIK 0001210655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,622 Underlying: Common Stock · 3,622 shares Expires 2019-12-18 F1 · derivative.exercise_date: Vest 50% on 12/18/2018 and 2019. 100% of the shares are distributable on 1/17/2020. Read SEC document |
| September 13, 2017 Filed Sep 14, 2017 20:17 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionStock Options (Right to Buy) · Derivative | 17,000 | $0.00 Strike: $20.76 | $0.00 |
DisclosureSEC source: 0001127602-17-027430 · form4.xml · derivative · entry 5 MARBACH CARL B · CIK 0001210655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,000 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. F3 · derivative.exercise_date: Exercisable 50% on 12/20/2008, 12/20/2009 Read SEC document |
| September 13, 2017 Filed Sep 14, 2017 20:17 UTC | Toll Brothers, Inc. TOL · Entity 3421 | SaleCommon Stock | 12,900 | $39.97 | $515,549.79 |
DisclosureSEC source: 0001127602-17-027430 · form4.xml · nonDerivative · entry 2 MARBACH CARL B · CIK 0001210655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,249 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 $39.92 to $40.01. Read SEC document |
| September 13, 2017 Filed Sep 14, 2017 20:17 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 17,000 | $20.76 | $352,920.00 |
DisclosureSEC source: 0001127602-17-027430 · form4.xml · nonDerivative · entry 1 MARBACH CARL B · CIK 0001210655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,149 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, 2017 Filed Jan 19, 2017 20:44 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionRestricted Stock Units · Derivative | 2,154 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002038 · form4.xml · derivative · entry 4 MARBACH CARL B · CIK 0001210655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,154 shares Expires 2017-01-18 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 · derivative.exercise_date: Vesting 50% on 12/19/2015 and 2016. F2 · derivative.expiration_date: Distribution of 100% of the shares will be 30 days following the second anniversary of the grant date. Read SEC document |
| January 18, 2017 Filed Jan 19, 2017 20:44 UTC | Toll Brothers, Inc. TOL · Entity 3421 | Exercise / conversionCommon Stock | 2,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002038 · form4.xml · nonDerivative · entry 1 MARBACH CARL B · CIK 0001210655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,149 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 20:45 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantRestricted Stock Units · Derivative | 2,214 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-070692 · form4.xml · derivative · entry 2 MARBACH CARL B · CIK 0001210655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,214 Underlying: Common Stock · 2,214 shares Expires 2018-12-20 F2 · derivative.exercise_date: Vest 50% on 12/20/2017 and 2018. 100% are distributable on 12/20/2018. Read SEC document |
| December 20, 2016 Filed Dec 21, 2016 20:45 UTC | Toll Brothers, Inc. TOL · Entity 3421 | GrantStock Options (Right to Buy) · Derivative | 4,163 | $0.00 Strike: $31.61 | $0.00 |
DisclosureSEC source: 0001127602-16-070692 · form4.xml · derivative · entry 1 MARBACH CARL B · CIK 0001210655 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,163 Underlying: Common Stock · 4,163 shares Expires 2026-12-20 F1 · derivative.exercise_date: Exercisable 50% on 12/20/2017 and 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.