0976
+$100K
3,978 sh @ $25
Yu, David
Vice President, See Remarks · SEC CIK 1635531Advertisement
Buy track record
How this insider's open-market purchases have performed100%
of buys now in profit
1 up · 0 down
Avg return since buy+93.7%
Median return+93.7%
Best trade+93.7%
Worst trade+93.7%
Buys scored1 (+20 n/a)
Average return by holding period — separates good entry timing from riding one long winner
After 1 month
+40.3%
100% won · 1 trade
After 3 months
+65.9%
100% won · 1 trade
After 6 months
+60.5%
100% won · 1 trade
After 12 months
+117.1%
100% won · 1 trade
| Date | Company | 90d trend | Buy price | Value | ΔOwn | 1M | 3M | 6M | 12M | To date |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 20, 2020 | GSBD | $11 | $19.5K | +22% | +40.3% | +65.9% | +60.5% | +117.1% | +93.7% |
How this is calculated. We score only open-market purchases (SEC code
P) — the buys that carry real signal. Each trade's return is measured from the adjusted closing price on the purchase date to the latest close, accounting for stock splits and dividends. The 1M/3M/6M/12M columns show the same trade's return after each fixed holding period; a dash means that horizon hasn't elapsed yet or isn't priceable. Sales are excluded because insiders sell for many routine reasons. With only 1 scored trade, treat this as a small sample, not a verdict.
Advertisement
Open-market buys
$49.4K
21 trades
Open-market sells
$0
0 trades
Net flow
+$49.4K
Net buying
Total filings
31
transactions shown
Full transaction history
All Form 4 activity across every company, newest first0976
+$100K
3,952 sh @ $25
0976
+$100K
3,976 sh @ $25
0976
+$100K
3,980 sh @ $25
0976
+$100K
3,978 sh @ $25
Advertisement
0976
+$100K
4,000 sh @ $25
0976
−$0
80 sh
0976
+$10K
400 sh @ $25
2704
Yu, David, Goldman Sachs Private Middle Market Credit II LLC's See Remarks, spent $3.2K of their own money on 33 shares at $96, growing their stake 16%.
+$3.2K
33 sh @ $96
2704
Yu, David, Goldman Sachs Private Middle Market Credit II LLC's See Remarks, spent $3K of their own money on 31 shares at $97, growing their stake 18%.
+$3K
31 sh @ $97
GSBD
+$0
1,473 sh
3074
−$0
1,299 sh
2704
Yu, David, Goldman Sachs Private Middle Market Credit II LLC's See Remarks, spent $4K of their own money on 40 shares at $100, growing their stake 44%.
+$4K
40 sh @ $100
GSBD
Yu, David, GSBD's See Remarks, spent $19.5K of their own money on 1,750 shares at $11, growing their stake 22%.
+$19.5K
1,750 sh @ $11
4760
Yu, David, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $1K of their own money on 11 shares at $87, growing their stake 5%.
+$1K
11 sh @ $87
2704
Yu, David, Goldman Sachs Private Middle Market Credit II LLC's See Remarks, spent $2K of their own money on 20 shares at $100, growing their stake 28%.
+$2K
20 sh @ $100
3074
Yu, David, Goldman Sachs Middle Market Lending Corp.'s See Remarks, spent $500 of their own money on 26 shares at $19, growing their stake 2%.
+$500
26 sh @ $19
2704
Yu, David, Goldman Sachs Private Middle Market Credit II LLC's See Remarks, spent $1K of their own money on 10 shares at $99, growing their stake 17%.
+$1K
10 sh @ $99
4760
Yu, David, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $125 of their own money on 1 shares at $94, growing their stake 1%.
+$125
1 sh @ $94
2704
Yu, David, Goldman Sachs Private Middle Market Credit II LLC's See Remarks, spent $800 of their own money on 8 shares at $99, growing their stake 15%.
+$800
8 sh @ $99
3074
Yu, David, Goldman Sachs Middle Market Lending Corp.'s See Remarks, spent $1K of their own money on 52 shares at $19, growing their stake 5%.
+$1K
52 sh @ $19
4760
Yu, David, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $500 of their own money on 5 shares at $94, growing their stake 2%.
+$500
5 sh @ $94
4760
Yu, David, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $500 of their own money on 5 shares at $94, growing their stake 2%.
+$500
5 sh @ $94
4760
Yu, David, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $1K of their own money on 10 shares at $96, growing their stake 5%.
+$1K
10 sh @ $96
3074
Yu, David, Goldman Sachs Middle Market Lending Corp.'s See Remarks, spent $2K of their own money on 104 shares at $19, growing their stake 10%.
+$2K
104 sh @ $19
4760
Yu, David, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $1.5K of their own money on 16 shares at $96, growing their stake 8%.
+$1.5K
16 sh @ $96
3074
Yu, David, Goldman Sachs Middle Market Lending Corp.'s See Remarks, spent $2.5K of their own money on 129 shares at $19, growing their stake 14%.
+$2.5K
129 sh @ $19
4760
Yu, David, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $750 of their own money on 8 shares at $98, growing their stake 5%.
+$750
8 sh @ $98
4760
Yu, David, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $2K of their own money on 21 shares at $97, growing their stake 14%.
+$2K
21 sh @ $97
4760
Yu, David, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $1.3K of their own money on 13 shares at $98, growing their stake 9%.
+$1.3K
13 sh @ $98
Frequently asked questions
How is Yu, David's win rate calculated?
We take every open-market purchase (SEC code P) we can match to a stock price, then compare the split- and dividend-adjusted price on the purchase date to the most recent close. The win rate is the share of those buys currently trading above the purchase price. Sales and share grants are not scored.
Why are some buys not included in the score?
A purchase is excluded if we can't price it — for example if the ticker is missing from the filing, the company has been delisted, or the security isn't a common stock we can match to market data. Excluded counts are shown next to the scored total.
What do the 1M / 3M / 6M / 12M columns mean?
They show each purchase's return after a fixed holding period — one, three, six, and twelve months from the buy date — using split- and dividend-adjusted prices. This separates good entry timing from simply holding a long-running winner. A dash means that horizon hasn't elapsed yet for that trade, or the stock couldn't be priced at that date.
Does a high win rate mean I should copy this insider?
No. Past performance does not predict future results, sample sizes are often small, and an insider's edge in their own company doesn't transfer to yours. This is context, not a recommendation. InsiderSource is not investment advice.
Where does this data come from?
Trades come from Yu, David's SEC Form 4 filings on EDGAR. Prices come from public market data and are split/dividend-adjusted. Always verify against the original filings before acting.