CIO LAM LINH sold 47.8K JAMF shares at $13.60; 90d track record 100% well-timed; stock now -37.3% from high
LAM LINH, Jamf's CIO, sold 47,815 shares (15.9% of pre-transaction holdings) at $13.60 on 2025-03-19. His prior two sales at JAMF were both well-timed at the 90-day mark, with 90d returns of -15.6% and -13.0% respectively, suggesting a pattern of selling before declines. The company remains unprofitable (net income of -$12.2M in the latest quarter) despite 11.9% annual revenue growth, creating a structural gap between growth narrative and bottom-line performance. The current price of $13.17 now sits 37.3% below the 52-week high of $21.00, and his cross-ticker 90-day well-timed rate stands at 100%, with an average 90-day return of -14.3% after his sells—consistent with the pattern visible at JAMF specifically.