President and CEO
Tue, Jun 30, 2026
4d ago
45,850.444 shares @ $278.39
Decreased holdings by -6.40%
2nd largest trade (out of 154)
📍 KLAC ThesisConcentrates 100% of 53 backtested trades in KLAC, which has averaged +53.4% @730d vs SPY. Their own timing adds only -6.9% on top — this is thesis validation, not market-timing skill. Methodology →
Large TradeCluster Buy
Trade made by an officer
Part of a cluster of 2 transactions by 2 insiders
29% win rate · -14.8% median edge vs SPY (58 trades, 90-day)
Price 101% above 200-day moving average