President and CEO
Tue, May 6, 2025
May 6
10,802 shares @ $683.30
Decreased holdings by -12.10%
14th 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 3 transactions by 3 insiders
10b5-1 scheduled trade
31% win rate · -14.8% median edge vs SPY (55 trades, 90-day)