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8-K ·Filed Oct 1, 2026

TOST

Toast, Inc.
NEUTRAL
Impact 3/10
Horizonweeks Processed26d 11h ago SEC0001650164-26-000191
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Monitor for the appointment of a new Chief Revenue Officer and any subsequent changes to sales strategy or guidance. The extended transition period suggests a managed succession, reducing near-term disruption risk.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+5d
TOST ▲ +4.45% at T+5d
NEUTRAL call +4.45% · α vs SPY +3.15% · entry $29.23 → $30.53
Next anchor: T+20d tomorrow
Latest observation: T+16 +9.00% FF3 residual α
Entry = T+0 close
Oct 1, 2026
via day close
T+1d
+1.92%
call +1.92% · α +1.18%
$29.79
settled 25d ago
T+5d
+4.45%
call +4.45% · α +3.15%
$30.53
settled 19d ago
T+20d
Pending
tomorrow
T+60d
Pending
in 2mo

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Executive Summary

Toast's Chief Revenue Officer Jonathan Vassil notified the company of his planned retirement, effective December 31, 2026, with a transition period as a non-executive employee through April 2, 2027. The departure is explicitly stated as not due to any disagreement with management, and no replacement is named in the filing.

Key Facts

  • Chief Revenue Officer Jonathan Vassil notified Toast of his decision to step down, effective December 31, 2026.
  • Resignation is due to planned retirement, not any disagreement with management, policies, or practices.
  • Vassil will remain as a non-executive employee through April 2, 2027.
  • No replacement for the CRO role is named in the filing.

Financial Impact

No financial impact disclosed; routine retirement of a senior officer with a transition period.

Risk Factors

  • Potential loss of institutional knowledge and client relationships during the transition.
  • Delay in naming a successor could create uncertainty in the sales organization.

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001650164-26-000191
Document: 0001650164-26-000191-index-headers.html0001650164-26-000191
Document: 0001650164-26-000191-index.html0001650164-26-000191
Document: 0001650164-26-000191.txt0001650164-26-000191
14 reports for TOST
Performance horizon

Track record builds as more directional reports settle.

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Reports for TOST — sortable, filterable
TypeNow
Oct 23, 2026
4d ago
Institutional Cluster
NEUTRAL ★ 3/10
$32.71awaiting T+60—$31.77 (−2.87%)
Oct 5, 2026
22d ago
Insider Cluster
NEUTRAL ★ 3/10
$30.25awaiting T+60—$31.77 (+5.02%)
Oct 5, 2026
22d ago
SC 13G/A
NEUTRAL ★ 3/10
$30.04awaiting T+60—$31.77 (+5.76%)
Oct 1, 2026
26d ago
8-K
NEUTRAL ★ 3/10
$29.23awaiting T+60—$31.77 (+8.69%)
Aug 13, 2026
10w ago
Insider Cluster
NEUTRAL ★ 4/10
$34.75awaiting T+60—$31.77 (−8.58%)
Aug 11, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$34.06awaiting T+60—$31.77 (−6.72%)
Aug 7, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$35.69awaiting T+60—$31.77 (−10.98%)
Aug 5, 2026
11w ago
Insider Cluster
NEUTRAL ★ 2/10
$34.72awaiting T+60—$31.77 (−8.50%)
Jul 9, 2026
15w ago
Insider Cluster
NEUTRAL ★ 2/10
$29.32 $30.04▲ +2.46%▼ −0.18%$31.77 (+8.36%)
Jul 6, 2026
16w ago
Insider Cluster
NEUTRAL ★ 2/10
$29.61 $28.99▼ −2.09%▼ −4.09%$31.77 (+7.29%)
Showing 10 of 14

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Market Closed — Opens Wed (< 1m)

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Report published Oct 1, 2026