LYTIR

No. 7

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: DHIRAJ MALLICK filed notice to sell $77.9M of CBRS.
  • Members of Congress reported buying at least $6.4M 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. ADRX5 of 6 insidersover 1d (Sep 29–Sep 30)$87.7M
  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. BEKEPeng Yongdong: Chief Executive Officer soldSep 25$84.6M
  4. CBRSMallick Dhiraj: Chief Operating Officer soldSep 29 10b5-1 plan (scheduled)$80.8M
  5. STXMOSLEY WILLIAM D: CEO soldSep 15$75.6M

SEC Form 4 filings. · Share card

Planned sales

Notice given

  1. CBRSDHIRAJ MALLICK396,000 shares Officer filed Sep 29$77.9M
  2. IOTBicket John1,569,300 shares Officer filed Sep 29$59.3M
  3. IOTBiswas Sanjit1,569,300 shares Officer filed Sep 29$59.2M
  4. MPWRMICHAEL HSING30,000 shares Officer filed Sep 28$40.3M
  5. MDGLPAUL FRIEDMAN50,000 shares Director filed Sep 28$25.8M
  6. CBRSSEAN LIE120,000 shares Officer filed Sep 25$24.8M
  7. BETAClark Kyle10,000 shares Officer filed Sep 29$22.6M
  8. WDAYDAVID A. DUFFIELD TRUST U/T/A 7/14/8898,971 shares 10% Stockholder filed Sep 28$18.8M
  9. CRWVMICHAEL INTRATOR200,000 shares Director filed Sep 29$17.0M
  10. KOJENNIFER MANN184,117 shares Officer filed Sep 28$16.2M

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)$6.4M
  2. stocks (25 members)$4.3M
  3. options (3 members)$2.0M
  4. corporate bonds (5 members)$603K

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)
0.41
CPI
334.13
Unemployment
4.10
VIX (Cboe)
16.34

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

Headlines

What the ravens heard

  1. CCitigroup and Dell among market cap stock movers on ThursdayInvesting.com
  2. SNPSSynopsys options flow turns bullish on AWS deal and OpenAI partnershipInvesting.com
  3. ASHAshland call butterfly targets $75 strike ahead of Oct 16 expiryInvesting.com
  4. ASXMetallium Continues to Advance Production Capabilities of Multi-Unit FJH ChlorinationPR Newswire
  5. LKNCYKohl's, RH draw highest short interest in consumer discretionary sector; VinFast, Luckin Coffee see lowestSeeking Alpha
  6. LMTFinland and Lockheed Martin Celebrate Historic Arrival of First Finnish F-35PR Newswire
  7. MSMorgan Stanley initiates coverage of six homebuilders largely with cautious viewSeeking Alpha
  8. STBAS&T Bancorp, Inc. to Host Third Quarter Earnings Conference Call and WebcastPR Newswire
  9. APPNWhy is Appian stock rallying today?Investing.com
  10. Also filed a Form 8-K: OSBCSEC EDGAR

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