David Yuan - Net Worth and Insider Trading

David Yuan Net Worth

The estimated net worth of David Yuan is at least $2 Million dollars as of 2025-04-10. David Yuan is the of Energy Transfer LP and owns about 57,225 shares of Energy Transfer LP (ET) stock worth over $910,450. David Yuan is also the Director of Toast Inc and owns about 26,599 shares of Toast Inc (TOST) stock worth over $887,343. 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 final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that David Yuan has not made any transactions after 2024-11-26 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

GuruFocus Premium Membership
30 Years of Financial Data
Unlimited Filters in All-in-One Stock Screener
Earnings Calls & Stock Analysis
Customizable Stock Dashboard
Real-Time Insider Trading Alerts
8,000+ Institutional Investors’ 13F Holdings
Excel & Google Sheets Integration
Quick Customer Support
And Much More...

Transaction Summary of David Yuan

To

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
LIMIT LIMIT 2013-02-25 other: May be part of a 13(g) group
LIMIT LIMIT 2012-12-19 other: May be part of a 13(d) group
LIMIT LIMIT 2011-04-27 10 percent owner & other: May be part of a 13(d) group
LIMIT LIMIT 2021-06-29 director
LIMIT LIMIT 2024-11-26 director
LIMIT LIMIT 2021-07-30 director

David Yuan Latest Holdings Summary

David Yuan currently owns a total of 2 stocks. Among these stocks, David Yuan owns 57,225 shares of Energy Transfer LP (ET) as of December 20, 2012, with a value of $910,450 and a weighting of 50.64%. David Yuan also owns 26,599 shares of Toast Inc (TOST) as of November 26, 2024, with a value of $887,343 and a weighting of 49.36%.

Latest Holdings of David Yuan

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
ET Energy Transfer LP 2012-12-20 57,225 15.91 910,450
TOST Toast Inc 2024-11-26 26,599 33.36 887,343

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 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.

According to the SEC Form 4 filings, David Yuan has made a total of 2 transactions in Toast Inc (TOST) over the past 5 years, including 1 buys and 1 sells. The most-recent trade in Toast Inc is the sale of 635,000 shares on November 26, 2024, which brought David Yuan around $28 Million.

Insider Trading History of David Yuan

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of David Yuan

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
1 out of 1 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 18.53 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 11.53 LIMIT LIMIT LIMIT LIMIT LIMIT

David Yuan Ownership Network

Ownership Network List of David Yuan

No Data

Ownership Network Relation of David Yuan

Insider Network Chart

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 , director & President and CEO Stephen Trundle , and Chief Product Officer Daniel Kerzner .

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 31,614 shares made by Steve Valenzuela , a net sale of 102,270 shares made by Stephen Trundle , and a net sale of 65,036 shares made by Daniel Kerzner .

In summary, during the past 3 months, insiders sold 9,039 shares of Alarm.com Holdings Inc (ALRM) in total and bought 0 shares, with a net sale of 9,039 shares. During the past 18 months, 227,254 shares of Alarm.com Holdings Inc (ALRM) were sold and 0 shares were bought by its insiders, resulting in a net sale of 227,254 shares.

Alarm.com Holdings Inc (ALRM)'s detailed insider trading history can be found in Insider Trading Tracker table.

To

Alarm.com Holdings Inc Insider Transactions

No Available Data

David Yuan Mailing Address

Above is the net worth, insider trading, and ownership report for David Yuan. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, David Yuan's mailing address is: Menlo Park Ca 94025.