President and CEO
Tue, Jun 30, 2026
4d ago
196.16 shares @ $108.33
Decreased holdings by 0.00%
📍 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 2 transactions by 2 insiders
Unscheduled trade
29% win rate · -14.8% median edge vs SPY (58 trades, 90-day)
Insider trade was 64% below market price
Price 101% above 200-day moving average