President and CEO
Tue, Aug 2, 2022
Aug 2
3,420 shares @ $382.69
Decreased holdings by -1.60%
58th 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 12 transactions by 7 insiders
0% win rate · -14.8% median edge vs SPY (19 trades, 90-day · small sample)
Price 5% above 200-day moving average