| |
| |
|
| Insider
Information: |
Yuan David |
| Relationship: |
Director |
| City: |
Palo Alto |
| State: |
CA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
5 |
|
| Direct
Shares |
26,599 |
|
|
Indirect Shares
|
6,346,977 |
|
|
| Direct
Value |
$685,988 |
|
|
|
Indirect Value
|
$367,856,142 |
|
|
| Total
Shares |
6,373,576 |
|
|
| Total
Value |
$368,542,131 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
2
|
2
|
|
Stock
price went up :
|
0
|
2
|
| Stock
price went down : |
2
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
-2.0
|
2.0
|
| Percentage
Gain/Loss : |
 -6.7%
|
 113.2%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Stride, Inc |
LRN |
10% Owner |
|
0 |
2011-04-27 |
22,826 |
Premium* |
|
|
Interactive Brokers Group Inc |
IBKR |
May be part of a 13(d)... |
2012-12-19 |
0 |
2012-12-20 |
31,334 |
Premium* |
|
|
Alarm.com Holdings, Inc. |
ALRM |
May be part of a 13(d)... |
2017-09-05 |
0 |
2020-03-06 |
5,652,518 |
Premium* |
|
|
Rapid7, Inc. |
RPD |
Director by Deputizati... |
2018-09-10 |
0 |
2019-02-22 |
5,299 |
Premium* |
|
|
Toast, Inc. |
TOST |
Director |
2024-06-06 |
26,599 |
2024-06-06 |
635,000 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
28 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 2
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| TOST |
Toast, Inc. |
Director |
– • – |
2023-05-15 |
4 |
B |
$19.44 |
$2,624,400 |
I/I |
135,000 |
23,373 |
2.1 |
% |
|
| IBKR |
Interactive Brokers Group... |
May be part of a 13(d) group |
– – – |
2012-12-20 |
4 |
S |
$14.12 |
$1,983,114 |
I/I |
(140,481) |
31,334 |
0 |
- |
|
| TOST |
Toast, Inc. |
Director |
– • – |
2023-05-12 |
4 |
B |
$19.82 |
$9,910,000 |
I/I |
500,000 |
18,404 |
2.1 |
% |
|
28 Records found
|
|
Page 2 of 2 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
|
|
