LYTIR

No. 3

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. RWT6 of 8 insidersover 6d (Sep 15–Sep 21)$969K
  3. WIX6 of 7 insiderssame day Sep 2$182K
  4. ARTNA6 of 7 insiderssame day Sep 17$158K
  5. MAIN6 of 11 insiderssame day Sep 15$134K
  6. PMTS5 of 17 insiderssame day Sep 14$12.0M
  7. VIP5 of 9 insidersover 3d (Sep 11–Sep 14)$10.3M
  8. XBP5 of 9 insiderssame day Sep 17$2.4M
  9. GAM5 of 5 insidersover 9d (Sep 15–Sep 24)$672K
  10. GME4 of 6 insidersover 13d (Sep 8–Sep 21)$48.5M

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

Headlines

What the ravens heard

  1. NFLXParamount Warner Deal Tests Hollywood’s FutureBloomberg
  2. NVDAMicron could dethrone Nvidia and become the biggest driver of S&P 500 profit growthMarketWatch
  3. NYTData Center Boom Faces Wall Street SkepticismBloomberg
  4. CNCNotable healthcare headlines for the week: Eli Lilly, Novo Nordisk, and Centene in focusSeeking Alpha
  5. CGRubenstein on the Billion Dollar Sports BoomBloomberg
  6. MSFTBill Gates says unchecked AI could ‘cause a billion deaths’ in call for regulationThe Guardian
  7. RBLX‘Mum, where did my Robux go?’ The Roblox scam targeting childrenThe Guardian
  8. BABoeing finds 737 MAX software glitch that may affect automated navigation - WSJInvesting.com
  9. BABoeing flags 737 MAX software glitch affecting landing navigation feature, WSJ reportsInvesting.com
  10. NVDAStudent protesters disrupt NVIDIA AI climate panelAl Jazeera

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