Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| APPLIED MATERIALS INC /DE | 1,778,116 | reported | 19 Dec 2025 | tx 97+9,184,513−8,385,511 |
| VARIAN SEMICONDUCTOR EQUIPMENT ASSOCIATES INC | 77,434 | reported | 11 Nov 2011 | tx 235+2,156,463−2,585,788 |
| KLA CORP | 31,250 | reported | 26 Apr 2004 | tx 19+171,250−80,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Dec 2025 | TAX_WITHHOLDING | APPLIED MATERIALS INC /DE | 130,843 | 256.41 USD | |
| 11 Dec 2025 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 27,304 | 0.00 USD | |
| 11 Dec 2025 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 81,912 | 0.00 USD | |
| 11 Dec 2025 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 82,004 | 0.00 USD | |
| 26 Oct 2025 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 116,145 | 0.00 USD | |
| 26 Oct 2025 | TAX_WITHHOLDING | APPLIED MATERIALS INC /DE | 114,514 | 228.75 USD | |
| 03 Apr 2025 | PURCHASE | APPLIED MATERIALS INC /DE | 1,419 | 137.70 USD | first after silence |
| 03 Apr 2025 | PURCHASE | APPLIED MATERIALS INC /DE | 48,581 | 137.29 USD | |
| 19 Dec 2024 | TAX_WITHHOLDING | APPLIED MATERIALS INC /DE | 81,597 | 161.44 USD | |
| 12 Dec 2024 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 48,569 | 0.00 USD | |
| 12 Dec 2024 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 39,183 | 0.00 USD | |
| 12 Dec 2024 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 117,548 | 0.00 USD | |
| 18 Jun 2024 | SALE | APPLIED MATERIALS INC /DE | 23,985 | 247.04 USD | |
| 18 Jun 2024 | SALE | APPLIED MATERIALS INC /DE | 376,015 | 246.41 USD | |
| 19 Dec 2023 | TAX_WITHHOLDING | APPLIED MATERIALS INC /DE | 139,970 | 162.33 USD | |
| 07 Dec 2023 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 122,169 | 0.00 USD | |
| 07 Dec 2023 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 37,907 | 0.00 USD | |
| 07 Dec 2023 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 113,721 | 0.00 USD | |
| 19 Dec 2022 | TAX_WITHHOLDING | APPLIED MATERIALS INC /DE | 194,195 | 103.99 USD | |
| 12 Dec 2022 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 174,942 | 0.00 USD | |
| 12 Dec 2022 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 140,578 | 0.00 USD | |
| 12 Dec 2022 | GRANT_AWARD | APPLIED MATERIALS INC /DE | 46,860 | 0.00 USD | |
| 23 Dec 2021 | GIFT | APPLIED MATERIALS INC /DE | 40,000 | 0.00 USD | |
| 19 Dec 2021 | TAX_WITHHOLDING | APPLIED MATERIALS INC /DE | 220,424 | 146.15 USD | |
| 09 Dec 2021 | GIFT | APPLIED MATERIALS INC /DE | 420 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 03 Apr 2025.