David Yuan - Net Worth and Insider Trading
David Yuan Net Worth
The estimated net worth of David Yuan is at least $16 Million dollars as of 2024-04-27. David Yuan is the Director of Toast Inc and owns about 635,000 shares of Toast Inc (TOST) stock worth over $15 Million. David Yuan is also the of Energy Transfer LP and owns about 57,225 shares of Energy Transfer LP (ET) stock worth over $913,311. Details can be seen in David Yuan's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that David Yuan has not made any transactions after 2023-05-15 and currently still holds the listed stock(s).
Transaction Summary of David Yuan
David Yuan Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, David Yuan owns 9 companies in total, including Alarm.com Holdings Inc (ALRM) , Rapid7 Inc (RPD) , and GoDaddy Inc (GDDY) among others .
Click here to see the complete history of David Yuan’s form 4 insider trades.
Insider Ownership Summary of David Yuan
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ALRM | Alarm.com Holdings Inc | 2015-06-25 | 10 percent owner & other: May be part of a 13(g) group |
| RPD | Rapid7 Inc | 2015-07-16 | 10 percent owner & other: May be part of a 13(d) group |
| GDDY | GoDaddy Inc | 2016-04-12 | 10 percent owner & other: May be part of a 13(d) group |
| AWAY | HomeAway Inc | 2013-02-25 | other: May be part of a 13(g) group |
| IBKR | Interactive Brokers Group Inc | 2012-12-19 | other: May be part of a 13(d) group |
| LRN | Stride Inc | 2011-04-27 | 10 percent owner & other: May be part of a 13(d) group |
| LZ | LegalZoom.com Inc | 2021-06-29 | director |
| TOST | Toast Inc | 2023-05-15 | director |
| CCCS | CCC Intelligent Solutions Holdings Inc | 2021-07-30 | director |
David Yuan Latest Holdings Summary
David Yuan currently owns a total of 2 stocks. Among these stocks, David Yuan owns 635,000 shares of Toast Inc (TOST) as of May 15, 2023, with a value of $15 Million and a weighting of 94.33%. David Yuan also owns 57,225 shares of Energy Transfer LP (ET) as of December 20, 2012, with a value of $913,311 and a weighting of 5.67%.
Latest Holdings of David Yuan
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| TOST | Toast Inc | 2023-05-15 | 635,000 | 23.91 | 15,182,850 |
| ET | Energy Transfer LP | 2012-12-20 | 57,225 | 15.96 | 913,311 |
Holding Weightings of David Yuan
David Yuan Form 4 Trading Tracker
According to the SEC Form 4 filings, David Yuan has made a total of 1 transactions in Toast Inc (TOST) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Toast Inc is the acquisition of 635,000 shares on May 15, 2023, which cost David Yuan around $13 Million.
According to the SEC Form 4 filings, David Yuan has made a total of 0 transactions in Energy Transfer LP (ET) over the past 5 years. The most-recent trade in Energy Transfer LP is the sale of 13,145 shares on December 20, 2012, which brought David Yuan around $238,582.
Insider Trading History of David Yuan
- 1
David Yuan Trading Performance
GuruFocus tracks the stock performance after each of David Yuan's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by David Yuan is 18.94%. GuruFocus also compares David Yuan's trading performance to market benchmark return within the same time period. The performance of stocks bought by David Yuan within 3 months outperforms 1 times out of 1 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how David Yuan's insider trading performs compared to the benchmark.
Performance of David Yuan
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 18.53 | 18.94 | -25.27 | |||
| Relative Return to S&P 500(%) | 11.53 | 11.65 | -34.13 |
David Yuan Ownership Network
Ownership Network List of David Yuan
Ownership Network Relation of David Yuan
David Yuan Owned Company Details
What does Alarm.com Holdings Inc do?
Who are the key executives at Alarm.com Holdings Inc?
David Yuan is the 10 percent owner & other: May be part of a 13(g) group of Alarm.com Holdings Inc. Other key executives at Alarm.com Holdings Inc include Chief Strategy & Innovation Jeffrey A Bedell , Chief Financial Officer Steve Valenzuela , and director & President and CEO Stephen Trundle .
Alarm.com Holdings Inc (ALRM) Insider Trades Summary
Over the past 18 months, David Yuan made no insider transaction in Alarm.com Holdings Inc (ALRM). Other recent insider transactions involving Alarm.com Holdings Inc (ALRM) include a net sale of 30,523 shares made by Steve Valenzuela , a net sale of 25,302 shares made by Daniel Ramos , and a net sale of 71,317 shares made by Jeffrey A Bedell .
In summary, during the past 3 months, insiders sold 118,363 shares of Alarm.com Holdings Inc (ALRM) in total and bought 0 shares, with a net sale of 118,363 shares. During the past 18 months, 230,646 shares of Alarm.com Holdings Inc (ALRM) were sold and 0 shares were bought by its insiders, resulting in a net sale of 230,646 shares.
Alarm.com Holdings Inc (ALRM)'s detailed insider trading history can be found in Insider Trading Tracker table.
Alarm.com Holdings Inc Insider Transactions
David Yuan Mailing Address
Above is the net worth, insider trading, and ownership report for David Yuan. You might contact David Yuan via mailing address: 250 Middlefield Rd, Menlo Park Ca 94025.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
