James Laufman

CLO James Laufman sells 5,000 CRDO shares at $264.48; stock at $259.41; 30d return +50.7%, 90d return +149.3%

James Laufman, Chief Legal Officer and Secretary, sold 5,000 shares at $264.48 on 2026-06-11 for $1,322,425.00, reducing holdings from 186,230 to 181,230 shares (-2.7%). The transaction occurred after a sharp 30-day rally of +50.7% and a 90-day rally of +149.3%, placing the stock near its 52-week high of $270.21 (current price $259.41 is -4.0% from peak). His cross-ticker track record shows 7 prior sells with a 40.00% well-timed rate and average 90d return of +39.7%, indicating a history of sales that tend to precede declines. At CRDO specifically, his prior 5 trades show mixed timing: two recent 2026 sales (2026-06-04 and 2026-04-15) lack measurable outcomes, but his 2025-12-24 sale preceded a 90-day decline of -33.1%, consistent with successful exit timing. This sale follows a third consecutive transaction at CRDO within six weeks and comes as the stock has appreciated substantially in the near term, suggesting a disciplined approach to liquidity management at elevated valuations.

James Laufman (CLO) sells 5,000 CRDO shares at $222.81; stock up 97.9% in 90 days but CLO retains 186,230 shares post-trade.

James Laufman, Chief Legal Officer and Secretary, sold 5,000 shares at $222.81 on 2026-06-04, reducing his position from 191,230 shares to 186,230 shares. The stock has appreciated 97.9% over the prior 90 days and trades near its 52-week high of $245.95. Across his same-ticker history at CRDO, prior sells have been mixed: his 2025-06-11 sale preceded a 90-day gain of 108.3%, while his 2025-12-24 and 2024-12-16 sales were followed by 90-day declines of -33.1% and -35.5%, respectively. With Credo showing strong fundamentals (revenue of $407,012,000.00 and net income of $157,142,000.00 in the latest quarter), the timing and modest share reduction warrant observation alongside the company's elevated P/E of 120.80.

CLO James Laufman sold 10,000 CRDO shares at $164.41; stock now at $160.69, down 15.1% from 52-week high.

Laufman sold 10,000 shares (4.8% of his pre-transaction holding of 208.6K shares) at $164.41 on 2026-04-15, when CRDO was trading near its 52-week high of $189.19. The stock has since declined to $160.69 (-15.1% from the 52-week peak). His cross-ticker track record shows a 40.00% well-timed rate on prior sells with an average 90-day return of +39.7%, but this metric reflects cross-ticker activity. At CRDO specifically, his timing has been mixed: 2 of 5 prior sells at this ticker were well-timed at the 90-day mark, while 3 of 5 saw the stock rise substantially after the sale (e.g., +108.3% and +129.6% in two instances). The sale occurs while CRDO trades at a elevated 52-week price relative to fundamentals (P/E 87.33) despite strong growth (annual revenue growth +126.3%, latest quarter revenue $407.0M, net income $157.1M).

CLO James Laufman sold 10,000 shares of CRDO at $150.00 for $1.5M; stock down -23.5% from 52-week high, -18.5% in 30 days

Laufman sold 10,000 shares at $150.00 on 2025-12-24, reducing holdings by 4.4% to 214,905 shares. The sale occurred as CRDO declined -18.5% over the prior 30 days and stands -23.5% below its 52-week high of $189.19. Examining his same-ticker history at CRDO across 4 prior sales, 1 of 4 prior sales were well-timed at the 90-day mark—a 25% success rate. His cross-ticker track record shows sells timing well 25.00% of the time with a 90-day average return of +57.9%, indicating his prior sales were typically followed by stock appreciation. The current transaction takes place in an environment where CRDO shows strong fundamentals: $268.0M quarterly revenue with 126.3% year-over-year growth and a net income of $82.6M, though the stock trades at an elevated P/E of 123.68.

CLO/Secretary Laufman sells 10,000 CRDO shares at $140.00; stock at $149.03 (52-week high)

Laufman, as Chief Legal Officer and Secretary, sold 10,000 shares (10.0K shares) of Credo Technology Group on 2025-09-05 at $140.00, reducing holdings from 242.3K to 232.3K shares (-4.1%). The transaction occurred when CRDO was trading 4.1% below its current price of $149.03, which matches the 52-week high, and follows a steep 90-day rally of +108.0%. His prior three trades at this ticker show mixed timing: a June 2025 sell at +108.3% (90-day return), a December 2024 sell at -35.5% (well-timed), and a September 2024 sell at +129.6% (poorly timed), for a 1-of-3 well-timed rate at the 90-day mark. This sale at a relative low point within the current run-up, combined with the stock's extraordinary 126.3% annual revenue growth and 206.99 P/E ratio, provides limited clarity on conviction—the reduced holding size and historical inconsistency in trade timing warrant monitoring of whether this reflects valuation-driven discipline or discretionary portfolio rebalancing.

CLO/Secretary Laufman sells 10,000 CRDO shares at $71.54; holds 254.3K shares post-sale

James Laufman, Chief Legal Officer and Secretary, sold 10,000 shares (10.0K shares) of Credo Technology Group at $71.54 on 2025-06-11, reducing his holdings by 3.8% to 254.3K shares and generating $715.4K in proceeds. The sale occurred at a price 13.0% below the 52-week high of $85.50, while the stock has appreciated 25.8% over the prior 30 days and 51.2% over the prior 90 days. Laufman's cross-ticker track record shows 2 prior open-market sales with a 90-day well-timed rate of 50.00%, though at CRDO specifically, his prior two sales at this ticker delivered mixed timing outcomes (one 90-day gain of +129.6%, one 90-day loss of -35.5%). The company reported $135.0M in latest-quarter revenue and $29.4M net income but was unprofitable on a full-year basis, growing revenue only 4.8% year-over-year. The modest position reduction in the context of elevated recent stock momentum and modest fundamental growth warrants monitoring of whether this reflects selective portfolio management or a broader capital allocation decision.

CLO/Secretary Laufman sold 10,000 CRDO shares at $76.25 for $762,500; retains 285,192 shares as stock rallies 94.3% in 30 days.

Laufman James, Chief Legal Officer and Secretary, executed an open-market sale of 10,000 shares at $76.25 on 2024-12-16, reducing his holdings by 3.4% while retaining substantial exposure (285,192 shares). The sale occurred as CRDO stock has appreciated dramatically, rising 94.3% over 30 days and 183.6% over 90 days, reaching its 52-week high of $77.25. While the insider's historical cross-ticker track record shows 1 prior sell with an average 30-day return of +24.9%, the company's fundamentals remain strained: latest-quarter revenue stands at $72,034,000 with a net loss of $4,225,000, and the company was unprofitable over its most recent full fiscal year, despite annual revenue growth of 4.8%. The timing and scale of this liquidation warrant attention given the divergence between recent momentum and operational profitability.

CLO James Laufman sells 20,000 CRDO shares at $31.36; stock down 17.8% from 52-week high amid unprofitability.

Laufman sold 20,000 shares at $31.36 on 2024-09-27, reducing his holdings by 20,000 shares from 322,466 to 302,466 shares. The sale occurs as CRDO trades at $29.96 currently, down 17.8% from its 52-week high of $36.45, and the company reported a loss of $9,540,000 in its most recent quarter against revenues of $59,714,000. The timing of this sale—at a price above the current market level—represents the transaction price relative to current conditions, though the 30-day decline of 14.2% and the company's unprofitable position deserve investor attention. The Chief Legal Officer retains 302,466 shares post-transaction, indicating a substantial continued stake in the company despite the near-term weakness.