LYTIR

LYTIR

A light in the darkness. Research for the people.

What insiders and members of Congress disclosed, read from public filings every day.

Every figure names its filingNew edition every morningNo advice, no predictionsHow it works →

No. 44

Today's tidings

Three insiders at PAM bought $38.0M between Oct 15 and Nov 4.

  • The largest executive sale: Squeri Stephen J, Chairman and CEO of AXP, sold $99.4M on Nov 4.
  • The largest planned sale: STRYKER RONDA E filed notice to sell $186.8M of SYK.
  • Members of Congress reported buying at least $5.6M and selling at least $2.0M of unclassified (4 members) over the last 90 days.
  • Seeking Alpha: “Cannae Holdings Q3 2026 Earnings Preview”

Insiders buying together

The shield wall

  1. UPBD7 of 10 insiders on fileover 1d (Nov 2–Nov 3)$1.3M
  2. PAM3 of 4 insiders on fileover 20d (Oct 15–Nov 4)$38.0M
  3. AN3 of 5 insiders on fileover 1d (Nov 2–Nov 3)$1.4M
  4. LKQ3 of 12 insiders on fileover 5d (Oct 30–Nov 4)$793K
  5. LBRT3 of 5 insiders on fileover 8d (Oct 26–Nov 3)$646K
  6. TRTX3 of 9 insiders on filesame day Oct 30$299K
  7. OCFC3 of 5 insiders on fileover 4d (Oct 30–Nov 3)$278K
  8. STRZ3 of 14 insiders on filesame day Nov 2$177K
  9. FFIN3 of 14 insiders on fileover 7d (Oct 23–Oct 30)$140K
  10. ROL2 of 5 insiders on filesame day Oct 29$99.9M

For scale: 4+ insiders in 30d happens in ~5% of cases

SEC Form 4 filings. A cluster is several insiders at one company buying within 30 days. · Share card

Executive sales

Chieftains selling

Large executive sales (>$500K, last 7 days)

  1. AXPSqueri Stephen J: Chairman and CEO soldNov 4$99.4M
  2. APHNORWITT RICHARD ADAM: President & CEO soldNov 2$65.9M
  3. LINWhite Matthew J: Chief Financial Officer soldNov 4$45.3M
  4. MARCapuano Anthony: President & CEO soldNov 4$26.6M
  5. SNBarrocas Mark: Chief Executive Officer soldNov 6$25.0M

SEC Form 4 filings. · Share card

Planned sales

Notice given

  1. SYKSTRYKER RONDA E550,000 shares Director filed Nov 5$186.8M
  2. RCLAWILHELMSEN AS500,000 shares Director filed Nov 4$166.5M
  3. PFGCSachem Head Capital Management LP1,500,000 shares Affiliate of Former Director filed Nov 3$151.3M
  4. AXPSTEPHEN J SQUERI299,401 shares Officer filed Nov 4$99.4M
  5. ILMNCorvex Management LP369,501 shares Affiliate of Director (1) filed Nov 3$87.2M
  6. MAXWM Hinson (Bermuda) Ltd.5,500,391 shares 10% Owner filed Nov 4$83.3M
  7. UTHRMARTINE ROTHBLATT119,410 shares Director filed Nov 2$71.5M
  8. APHRICHARD ADAM NORWITT799,576 shares Officer filed Nov 2$65.9M
  9. RYZRYPS, LLC1,924,478 shares Stockholder filed Nov 3$59.4M
  10. HKLP 2006-N3 Family Trust250,000 shares Affiliate filed Nov 2$46.5M

SEC Form 144 notices, filed before an insider sells restricted stock. · Share card

Congress

The Althing

Congress, 90 days, bought vs sold (low end of reported ranges)

  1. government & agency debt (12 members)bought $11.9M · sold $10.0M
  2. stocks (34 members)bought $1.9M · sold $7.4M
  3. unclassified (4 members)bought $5.6M · sold $2.0M

Periodic transaction reports filed under the STOCK Act. Amounts are the low end of each reported range. · Share card

The economy

Weather at sea

Fed Funds Rate
3.88
Yield Curve (10Y-2Y)
0.35
CPI
336.30
Unemployment
4.10
VIX (Cboe)
28.18

Federal Reserve Economic Data (FRED). VIX is Cboe's index, retrieved through FRED. · Share card

Headlines

What the ravens heard

  1. JNJJohnson & Johnson reports 73% PSA response rate with investigational pasritamig-based immunotherapy combination in advanced prostate cancerPR Newswire
  2. CNNECannae Holdings Q3 2026 Earnings PreviewSeeking Alpha
  3. DFDVQuant snapshot: Aveanna Healthcare and Fossil lead top-rated names, as KBC Group and DeFi Development lagSeeking Alpha
  4. CVSNotable healthcare headlines for the week: Moderna, Pfizer, and CVS Health in focusSeeking Alpha
  5. CRWVCoreWeave reaches out to Texas governor-elect on data centersSeeking Alpha
  6. CRWVCoreWeave seeks truce with Texas Governor-elect HinojosaInvesting.com
  7. NVDANvidia CEO was romantically involved with alleged Chinese spy, U.S. memo says: FTSeeking Alpha
  8. NVDABulls vs. Bears: NVIDIA sparks valuation debate as stock nears six-month lowSeeking Alpha
  9. BRTBRT Apartments GAAP EPS of -$0.23, revenue of $24.7MSeeking Alpha
  10. PODCPodcastOne reports resultsSeeking Alpha

Publisher headlines and SEC filings from the last 24 hours. · Share card

New 13D Stakes

  1. VISMVISIUM TECHNOLOGIES, INC.: Dr. Bo Niclas Adler48.8% of the shares filed Nov 6
  2. XYFX Financial: Mangrove Coast Investment Limited48.0% of the shares filed Nov 6
  3. BBTXBambusa Therapeutics, Inc.: RA Capital Management, L.P.14.6% of the shares filed Nov 6
  4. ASPEAspen Neuroscience, Inc.: ORBIMED ADVISORS LLC12.3% of the shares filed Nov 6
  5. PRSOPeraso Inc.: Nant Capital, LLC20.0% of the shares filed Nov 4
  6. VVRInvesco Senior Income Trust: Saba Capital Management, L.P.5.2% of the shares filed Nov 4
  7. MSGRMSG Rangers Corp.: James L. Dolan13.2% of the shares filed Nov 2

filer's 13Ds on 1 other company since June 2026

Item 4: delivered a letter or proposal to the company

filer's 13Ds on 13 other companies since June 2026

filer's 13Ds on 11 other companies since June 2026

filer's 13Ds on 1 other company since June 2026

filer's 13Ds on 19 other companies since June 2026

filer's 13Ds on 1 other company since June 2026

Share card

Trades Reported After 45 Days

STOCK Act: Trades Reported After 45 Days

Jodey Arrington (R-TX19): House: 1 trade reported 474 days after the trade · filed 2026-10-27

Share card

By the numbers

What Lytir has read

123members of Congress who reported trades in the last 12 months
9,047STOCK Act trades read in the last 12 months
93,031insider transactions read from SEC Form 4 this year
2,426company pages
379White House and agency officials' disclosures tracked
44daily editions published

Counted from Lytir's own records when this page was built.

Insider trades · SEC Form 4

The tide

Insider buying and selling, last 12 weeksInsider purchases: $4.1B in total; Insider sales: $28.2B in total.Aug 17: Insider purchases $336.2MAug 17: Insider sales $5.6BAug 24: Insider purchases $461.6MAug 24: Insider sales $2.2BAug 31: Insider purchases $428.1MAug 31: Insider sales $2.6BSep 7: Insider purchases $455.6MSep 7: Insider sales $2.2BSep 14: Insider purchases $353.5MSep 14: Insider sales $4.7BSep 21: Insider purchases $403.7MSep 21: Insider sales $1.8BSep 28: Insider purchases $643.5MSep 28: Insider sales $2.1BOct 5: Insider purchases $168.1MOct 5: Insider sales $2.1BOct 12: Insider purchases $190.4MOct 12: Insider sales $1.2BOct 19: Insider purchases $153.3MOct 19: Insider sales $615.5MOct 26: Insider purchases $277.6MOct 26: Insider sales $951.3MNov 2: Insider purchases $208.6MNov 2: Insider sales $2.2BAug 17Aug 24Aug 31Sep 7Sep 14Sep 21Sep 28Oct 5Oct 12Oct 19Oct 26Nov 2
Insider purchases above the line: $4.1BInsider sales below: $28.2B
Dollar value of open-market purchases (code P) and sales (code S) reported on SEC Form 4 across every company Lytir reads, by the week traded. Recent weeks fill in as filings arrive (insiders have two business days to file). A trade that related owners report on separate forms is counted once.

SEC Form 4 · 2026 so far

The year's biggest trades

Bought

  1. RSG

    CASCADE INVESTMENT, L.L.C. · 10% Owner

    Bought REPUBLIC SERVICES, INC. · Aug 10 – Sep 11 · 86 transactions

    $1.4B
  2. JEF

    SUMITOMO MITSUI FINANCIAL GROUP, INC. · Director

    Bought Jefferies Financial Group Inc. · May 1 – Jul 15 · 2 transactions

    $676.6M
  3. LEN

    BERKSHIRE HATHAWAY INC · 10% Owner

    Bought LENNAR CORP /NEW/ · Sep 17 – Oct 2 · 45 transactions

    $595.3M
  4. CRBG

    NIPPON LIFE INSURANCE CO · 10% Owner

    Bought Corebridge Financial, Inc. · Sep 9 – Nov 3 · 48 transactions

    $375.7M
  5. COE

    Huang Jack Jiajia · Chief Executive Officer

    Bought 51Talk Online Education Group · Apr 10 – Sep 25 · 77 transactions

    $183.6M

Sold

  1. FANG

    SGF FANG Holdings, LP · 10% Owner

    Sold Diamondback Energy, Inc. · Mar 12 – Sep 16 · 3 transactions

    $6.1B
  2. NVDA

    STEVENS MARK A · Director

    Sold NVIDIA CORP · Jun 2 – Sep 18 · 21 transactions

    $1.4B
  3. MDLN

    GIC Private Ltd · 10% Owner

    Sold Medline Inc. · Aug 5 – Oct 8 · 12 transactions

    $1.2B
  4. AUR

    Uber Technologies, Inc · 10% Owner

    Sold Aurora Innovation, Inc. · Jun 2 – Sep 15 · 3 transactions

    $1.1B
  5. BIRK

    Chu James Michael · Director

    Sold Birkenstock Holding plc · Aug 17 · 1 transaction

    $1.1B

Open-market purchases (code P) and sales (code S) reported on SEC Form 4 since January 1, 2026, totalled per filer and company. Names as filed. Legs whose reported price failed Lytir's check against the market price are left out. Large holders (funds, parent companies) file too, not only officers and directors. A trade that related owners report on separate forms is counted once.

The economy

Which way the wind blows

Fed funds rate3.88%— unchanged from Oct 8as of Nov 5, 2026
30-year mortgage rate7.18%▼ down 0.06 pts from 7.24% (Oct 29)as of Nov 5, 2026
10-year minus 2-year yield0.35 pts▼ down 0.09 pts from 0.44 pts (Oct 9)as of Nov 6, 2026
Unemployment rate4.1%▼ down 0.1 pts from 4.2% (Sep 1)as of Oct 1, 2026
Consumer prices (CPI index)336.3▲ up 0.6% from 334.1 (Aug 1)as of Sep 1, 2026
Jobs on payrolls159.3M▲ up 249K from 159.0M (Sep 1)as of Oct 1, 2026
Weekly jobless claims189K▼ down 5K from 194K (Oct 24)as of Oct 31, 2026
VIX (market volatility)28.18▲ up 12.77 from 15.41 (Oct 8)as of Nov 5, 2026

Federal Reserve Economic Data (FRED), Federal Reserve Bank of St. Louis: the Fed funds rate and Treasury yields from the Federal Reserve, unemployment, CPI and payrolls from the Bureau of Labor Statistics, jobless claims from the Department of Labor, the mortgage rate from Freddie Mac, and the VIX from Cboe. Arrows show direction only; daily series are compared with about a month earlier, the rest with the previous release. Lines show every reading Lytir has collected in the last 12 months.

What Lytir reads

Public disclosures only. We report what was filed; we don't tell you what to do with it. How it works

Congress

Stock trades members of Congress report under the STOCK Act, grouped so you can see when several members buy the same thing.

Corporate insiders

SEC Form 4 filings from officers and directors, including cluster buys (several insiders buying the same stock within weeks).

Executive selling

Large sales by CEOs and directors, labelled when they were scheduled in advance under a 10b5-1 plan.

Planned sales

SEC Form 144 notices, filed before an insider sells restricted stock.

Macro and news

Federal Reserve economic data and market headlines, for context.

Elsewhere

Other shores

Each day's findings also go out as short posts.

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