On July 17, 2025, Tony Xu, the CEO of DoorDash (DASH), disclosed a transaction where he bought or sold a total of 34,167 shares worth approximately $8.1 million. This information was provided in a public filing known as Form 4.
Transaction summary
| Metric | Value |
|---|---|
| Shares Traded | 34,167 |
| Transaction Value | $8.1 million |
| Post-Transaction Shares | 520,450 |
| Post-Transaction Value | $122.3 million |
| One-year total return | 127.8% |
Key questions
How does this deal stack up against the CEO’s usual pattern of trading? It’s actually a smaller transaction compared to their common trade volume of around 264,600 shares, which indicates a trend towards more regular, smaller sales recently.
After the deal has been completed, Xu Tony owns around 0.1305% of DoorDash’s currently available shares, which amounts to about 520,450 individual shares.
Was the transaction price slightly higher (by approximately 0.76%) than the closing price on July 17, 2025 ($235.02)? This suggests that the trade was made at a premium compared to recent prices.
What’s the background of this particular transaction when we consider DoorDash’s recent increase in stock value? The transaction appears after a notable growth period, as shares have surged by 127.8% year-to-date, and it aligns with a continuous trend of periodic insider selling activity.
Company overview
| Metric | Value |
|---|---|
| Market capitalization | $102 billion |
| Revenue (TTM) | $11.24 billion |
| Net income (TTM) | $339 million |
| One-year price change | 127.5% |
Company snapshot
DoorDash manages two logistics platforms, DoorDash and Wolt, offering on-the-spot delivery, merchant services, and subscription programs like DashPass and Wolt+. The company caters to consumers, eateries, retail outlets, and businesses in the U.S. and abroad, delivering efficient solutions for delivery and digital commerce.
This company stands out as a pioneer in the field of tech-based logistics, specializing in linking merchants, customers, and delivery service providers across various international marketplaces.
Foolish take
The transactions made by Tony Xu on July 15 are routine elements of his overall remuneration as DoorDash’s co-founder and CEO, where he also holds a position on the board of directors. Notably, in recent years, Xu has not received any stock or option rewards. Instead, his compensation was comprised of a $300,000 annual salary, basic life insurance coverage, and meal plans for both 2023 and 2024.
Previously, he had amassed a significant collection of DoorDash stocks and options. Now, he’s gradually turning that paper wealth into actual money. Specifically, in this case, Xu exchanged some options for 34,167 DoorDash shares, which he then sold in multiple transactions on the open market.
The plan for this transaction was set in stone at the beginning of 2025, with all details already worked out. Therefore, investors might want to focus less on Xu’s recent stock transactions. Instead, they could consider these moves as a reflection of the CEO’s market trend analysis from several months ago. The latest economic events seem to have little bearing on this situation.
Lately, DoorDash’s shares have been experiencing a significant upward trend. In fact, they’ve reached prices comparable to their peak in 2021, just before concerns about inflation and the lifting of COVID-19 lockdown restrictions set in. As for Xu, he’s currently raking in a good amount of funds from his exercised stock options.
This stock is once more acting like a beloved market asset, being priced at a high multiple of 311 times its earnings. Simultaneously, the company maintains its aggressive, ambitious stance, recording impressive sales growth and substantial cash profits – even during the turbulent period following the pandemic.
Glossary
- Insider transaction: A trade of a company’s securities by an executive, director, or major shareholder.
- Form 4: A required SEC filing disclosing insider trades of company stock by officers, directors, or significant shareholders.
- Mixed insider transaction: An insider trade involving both buying and selling, or a combination of different transaction types.
- Median trade size: The middle value of all trade sizes in a data set, used to measure typical transaction size.
- Outstanding shares: The total number of a company’s shares currently held by all shareholders, including insiders and the public.
- Premium (to price): When a transaction occurs at a price higher than the current market price.
- Discount (to price): When a transaction occurs at a price lower than the current market price.
- Total return: The investment’s price change plus all dividends and distributions, assuming those payouts are reinvested.
- Trailing twelve months (TTM): The 12-month period ending with the most recent quarterly report.
- Insider selling: When company executives or major shareholders sell shares of their own company.
- Calendar year basis: Performance measured from January 1 to December 31 of the same year.
- Logistics platform: Technology systems that coordinate and manage the delivery of goods and services between merchants and consumers.
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2025-07-24 15:51