President and CEO
Tue, May 2, 2023
May 2
2,100 shares @ $384.79
Decreased holdings by -1.30%
76th 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 →
Trade made by an officer
10b5-1 scheduled trade
27% win rate · -7.9% median edge vs SPY (26 trades, 90-day)