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Insider Information:   Yuan David
Relationship:   Director
City:   Palo Alto
State:   CA
   
Insider Summary:
  
   
Companies Owned :   5    
Direct Shares   11,292    

Indirect Shares

  6,346,977      
Direct Value   $273,605    

Indirect Value

  $389,409,339      
Total Shares   6,358,269      
Total Value   $389,682,944      


Toast, Inc.
 $273,605 Toast, Inc.
 $273,605
 


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 2023-06-02 11,292 2023-06-02 635,000    Premium*  
* Premium Members only  

Records found :    27         Free Registration Required For Full Results.    Limit: 25

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  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
ALRM Alarm.com Holdings, Inc. May be part of a 13(d) group   –       –       •   2020-03-05 4 S $45.94 $4,480,927 I/I (97,510) 142,201 0 %
ALRM Alarm.com Holdings, Inc. May be part of a 13(d) group   –       –       •   2020-03-06 4 S $45.06 $581,327 I/I (12,902) 129,299 0 %

  27  Records found
  1   2     
  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