President and CEO
Mon, Aug 1, 2022
Aug 1
3,189 shares @ $385.64
Decreased holdings by -1.40%
61st 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 6% above 200-day moving average