President and CEO
Fri, Aug 5, 2022
Aug 5
2,145 shares @ $395.74
Decreased holdings by -0.80%
74th 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 →
Cluster 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 9% above 200-day moving average