NEUKOM WILLIAM H.

Director William H. Neukom bought 335 FTNT shares at $104.22 (June 6, 2025).

William H. Neukom, a Fortinet director, purchased 335 shares at $104.22 on June 6, 2025, adding to holdings of 301,471 shares (+0.1% increase). The purchase occurs at a price 8.4% below the 52-week high of $114.57 and follows a 30-day decline of 1.7%, though the stock is up 3.6% over 90 days. Among his five prior trades at FTNT, three have shown positive 90-day returns (timing well-aligned with gains); the most recent purchase on March 6, 2025 resulted in a -20.3% 30-day loss, suggesting mixed recent outcomes at this ticker despite his broader cross-ticker track record showing a 57.14% 90-day win rate. The modest transaction size ($34.9K) relative to his existing 301.1K-share base and the company's strong fundamentals (revenue $1.5B, net income $433.4M, 12.3% annual growth, market cap $80.3B) indicate a routine holding addition rather than a material conviction signal.

Director William H. Neukom bought 328 FTNT shares at $106.34; stock down 11.2% from 52-week high despite director's 4-of-5 prior trades well-timed at 90-day horizon.

Neukom purchased 328 shares at $106.34, adding to his 300.0K-share position, at a price 4.6% above the current market price of $101.72. This buy occurs when FTNT is 11.2% below its 52-week high of $114.57, following a modest 30-day decline of 1.0%. Notably, Neukom's prior four purchases at this ticker (on 2024-12-06, 2024-09-06, 2024-06-06, and 2023-12-06) demonstrated strong 90-day timing—three of them generated gains of +3.3%, +29.2%, +29.1%, and +31.2% respectively—suggesting a pattern of accumulating before material moves. However, the timing observation is constrained: this purchase occurred at a price above where the stock currently trades, requiring 90-day forward performance to assess whether the pattern persists. Fortinet's fundamentals remain solid with $1.5B quarterly revenue, +12.3% annual growth, and a $78.2B market cap, though the elevated P/E of 36.72 reflects high valuation expectations.

Director William H. Neukom buys 355 FTNT shares at $98.50; stock now at $99.21, near 52-week high of $99.21.

Director Neukom purchased 355 shares of Fortinet at $98.50 on 2024-12-06, increasing his holdings to 150,245 shares (a 0.2% addition). The purchase occurred at a price very near the current 52-week high of $99.21, after a 22.7% 30-day and 32.0% 90-day price rally. His same-ticker history at FTNT shows 5 prior buys with 3 of 5 well-timed at the 90-day mark, including recent purchases on 2024-09-06 (+2.4% 30d, +29.2% 90d) and 2024-06-06 (+2.6% 30d, +29.1% 90d). Fortinet's fundamentals remain strong with revenue of $1,508,100,000.00 and net income of $539,900,000.00 in the latest quarter, along with annual revenue growth of +20.1%. The buy signals continued conviction in the security, though the execution price near the 52-week high and elevated valuation (P/E of 49.60) offer minimal margin of safety at entry.

Director NEUKOM bought 459 FTNT shares at $76.18 on 2024-09-06; stock at $75.10 (-2.6% from 52wk high), +25.7% over 90d.

Director NEUKOM purchased 459 shares of Fortinet at $76.18, adding to a post-transaction position of 148,761 shares. The timing of this purchase occurred after a significant 90-day rally (+25.7%), with the stock trading near its 52-week high. Examining NEUKOM's same-ticker transaction history at FTNT shows mixed outcomes: of four prior buys, two resulted in positive 90-day returns (+29.1% and +31.2%), while two were negative (-16.6% and -18.9%), indicating variable success in timing entries. The company's fundamentals remain strong, with FY revenue growth of +20.1% and net income of $379,800,000.00, though the elevated P/E of 43.66 reflects current market valuation. This purchase represents a modest increment (+0.3% vs pre-transaction holdings) to an already substantial position, suggesting continued conviction but no dramatic shift in portfolio allocation.