TOL CFO reports initial ownership: 15,626 shares and equity awards
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
Toll Brothers (TOL) filed an initial statement of beneficial ownership for its Chief Financial Officer, effective 11/01/2025. The filing lists 15,626 shares of common stock held directly, plus indirect holdings through a 401(k), IRA, Roth IRA, and a spouse.
Derivative holdings include stock options for 5,166 shares at $39.51 expiring 12/18/2029 and 2,555 shares at $47.84 expiring 12/18/2027, among others. It also lists restricted stock units, including 4,897 shares scheduled to settle on 01/31/2026 and 2,346 shares scheduled to settle on 12/01/2025, subject to the stated vesting schedules.
Positive
- None.
Negative
- None.
Insider Trade Summary
15 transactions reported
Mixed
15 txns
Insider
Ziegler Gregg L.
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Stock Options (Right to Buy) | -- | -- | -- |
| holding | Stock Options (Right to Buy) | -- | -- | -- |
| holding | Stock Options (Right to Buy) | -- | -- | -- |
| holding | Stock Options (Right to Buy) | -- | -- | -- |
| holding | Stock Options (Right to Buy) | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Stock Options (Right to Buy) — 2,555 shares (Direct);
Restricted Stock Units — 3,293 shares (Direct);
Common Stock — 15,626 shares (Direct);
Common Stock — 140.785 shares (Indirect, 401(k) Plan)
Footnotes (1)
- Vested 25% on 12/18/2018, 2019, 2020 and 2021. Exercisable as of vesting date. Vested 25% on 12/18/2020, 2021, 2022 and 2023. Exercisable as of vesting date. Vesting 25% on 12/19/2023, 2024, 2025 and 2026. Exercisable as of vesting date. Vested 25% on 12/20/2019, 2020, 2021 and 2022. Exercisable as of vesting date. Vesting 25% on 12/20/2022, 2023, 2024 and 2025. Exercisable as of vesting date. These restricted stock units vest 25% on each of December 1, 2023, 2024, 2025 and 2026. Settlement of 100% of these shares will be on December 1, 2026. These restricted stock units vest 25% on each of December 1, 2025, 2026, 2027 and 2028. Settlement of 100% of these shares will be on December 1, 2028. These restricted stock units vest 25% on each of December 1, 2022, 2023, 2024 and 2025. Settlement of 100% of these shares will be on December 1, 2025. These restricted stock units vest 25% on each of December 1, 2024, 2025, 2026 and 2027. Settlement of 100% of these shares will be on December 1, 2027. These restricted stock units vest 50% on each of January 31, 2025 and 2026. Settlement of 100% of these shares will be on January 31, 2026.
FAQ
What did Toll Brothers (TOL) file?
An initial statement of beneficial ownership (Form 3) for the Chief Financial Officer effective 11/01/2025.
What indirect holdings are reported for the TOL CFO?
Indirect holdings include 401(k), IRA, Roth IRA, and spouse accounts, each listing fractional common shares.
What are examples of the CFO’s stock options at TOL?
Examples include 5,166 shares at $39.51 expiring 12/18/2029 and 2,555 shares at $47.84 expiring 12/18/2027.
What restricted stock units are disclosed for TOL’s CFO?
The filing lists 4,897 RSUs scheduled to settle on 01/31/2026 and 2,346 RSUs scheduled to settle on 12/01/2025, per the stated vesting terms.
What is the CFO’s role at Toll Brothers?
The reporting person is the company’s Chief Financial Officer.