LYTIR

No. 2

Today's tidings

Eight insiders at SBLK bought $6.9M between Sep 16 and Sep 17.

  • The largest executive sale: Podbere Burt W., CHIEF FINANCIAL OFFICER of CRWD, sold $125.5M on Sep 24, under a pre-arranged 10b5-1 plan.
  • The largest planned sale: D95GT, LLC filed notice to sell $225.0M of AVGO.
  • Members of Congress reported buying at least $5.9M of government & agency debt (12 members) over the last 90 days.

Insiders buying together

The shield wall

  1. SBLK8 of 16 insidersover 1d (Sep 16–Sep 17)$6.9M
  2. DKS6 of 8 insidersover 27d (Aug 28–Sep 24)$5.1M
  3. RWT6 of 8 insidersover 6d (Sep 15–Sep 21)$969K
  4. WIX6 of 7 insiderssame day Sep 2$182K
  5. ARTNA6 of 7 insiderssame day Sep 17$158K
  6. MAIN6 of 11 insiderssame day Sep 15$134K
  7. PMTS5 of 17 insiderssame day Sep 14$12.0M
  8. VIP5 of 9 insidersover 3d (Sep 11–Sep 14)$10.3M
  9. XBP5 of 9 insiderssame day Sep 17$2.4M
  10. GAM5 of 5 insidersover 9d (Sep 15–Sep 24)$672K

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 30 days)

  1. CRWDPodbere Burt W.: CHIEF FINANCIAL OFFICER soldSep 24 10b5-1 plan (scheduled)$125.5M
  2. BZZhao Peng Jonathan: Chief Executive Officer soldSep 21$110.0M
  3. STXMOSLEY WILLIAM D: CEO soldSep 15$75.6M
  4. TWSTLeproust Emily M.: Chief Executive Officer soldSep 17 10b5-1 plan (scheduled)$56.3M
  5. SNDKGoeckeler David: Chairman & CEO soldSep 17 10b5-1 plan (scheduled)$53.3M

SEC Form 4 filings. · Share card

Planned sales

Notice given

  1. AVGOD95GT, LLC631,972 shares Affiliate filed Sep 23$225.0M
  2. TRMDOCM Njord Holdings S.a r.l.5,000,000 shares 10% Stockholder filed Sep 23$173.2M
  3. CRWDPodbere Burt W.480,000 shares Officer filed Sep 24$125.5M
  4. GTLBSYTSE SIJBRANDIJ REVOCABLE TRUST2,116,200 shares Director filed Sep 24$103.7M
  5. BZTechwolf Limited11,933,600 shares Officer filed Sep 21$88.3M
  6. WULFPrager Paul B.3,000,000 shares Officer filed Sep 22$52.4M
  7. SPCXGwynne Shotwell342,170 shares Director filed Sep 22$52.0M
  8. SNOWSlootman Frank102,791 shares Director filed Sep 21$34.5M
  9. RVIVLADIMIR TENEV259,166 shares Director filed Sep 21$31.1M
  10. RVIVLADIMIR TENEV240,834 shares Director filed Sep 22$29.7M

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

Congress

The Althing

Congress reported buying, last 90 days (low end of reported ranges)

  1. government & agency debt (12 members)$5.9M
  2. stocks (25 members)$4.3M
  3. options (3 members)$2.0M
  4. corporate bonds (5 members)$619K

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)
0.36
CPI
334.13
Unemployment
4.10
VIX (Cboe)
14.21

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