President and CEO
Fri, Aug 1, 2025
Aug 1
1,321.307 shares @ $879.03
Decreased holdings by -1.80%
64th 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 13 transactions by 7 insiders
30% win rate · -14.8% median edge vs SPY (56 trades, 90-day)
Price 86% below 200-day moving average