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US INSIDER PROFILE · NON-SCORING RESEARCH

M. Klein Associates, Inc.

10% Owner | See Remarks

Identity: SEC reporting-owner CIK · Reporting-owner CIK: 0001751504

Purchase history

Companies traded
4
Purchases · 12M
3
Purchases · 24M
4
Average purchase
$3.8M
Median purchase
$3.5M
Gross purchase value
$15.0M

Companies: Churchill Capital Corp X/Cayman | Churchill Capital Corp XI | Churchill Capital Corp XII | Churchill Capital Corp XIII

4 SEC accession(s) · 4 joint-owner event(s). Values are reported Form 4 transaction values in USD.

Qualifying purchase disclosures

PublishedCompanyTickerRoleReported valueSEC source
2026-08-05Churchill Capital Corp XIIIXIIIU10% Owner$3.5MOpen filing
2026-04-29Churchill Capital Corp XIICXIIUSee Remarks$3.5MOpen filing
2025-12-19Churchill Capital Corp XICCXIU10% Owner$5.0MOpen filing
2025-05-19Churchill Capital Corp X/CaymanCCCXU10% Owner$3.0MOpen filing

Post-purchase outcomes

Excess return = stock return − S&P 500 ETF (SPY adjusted close) return. Returns start on the first shared trading session on or after publication.

No completed point-in-time price outcome is available yet.

Research patterns

First purchase in 12M
3/3
Large purchase ≥ $100k
4/4
Cluster buying · 15D
4/4
Buying the dip
0/—

Routine / opportunistic: Not classifiable. These labels never affect the score or ranking.

Small samples remain visible but are not scored. This research enrichment never affects US-v1.1.