LYTIR

No. 9

Today's tidings

Nine insiders at SPG bought $448K on Oct 1.

  • 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: Arrow Holdings S.a.r.l. filed notice to sell $153.9M of TH.
  • Members of Congress reported buying at least $6.5M of government & agency debt (12 members) over the last 90 days.

Insiders buying together

The shield wall

  1. SPG9 of 15 insiderssame day Oct 1$448K
  2. SBLK8 of 16 insidersover 1d (Sep 16–Sep 17)$6.9M
  3. FUL7 of 9 insidersover 1d (Sep 30–Oct 1)$619K
  4. RWT6 of 8 insidersover 6d (Sep 15–Sep 21)$969K
  5. ARTNA6 of 7 insiderssame day Sep 17$158K
  6. MAIN6 of 11 insiderssame day Sep 15$134K
  7. ADRX5 of 6 insidersover 1d (Sep 29–Sep 30)$87.7M
  8. GME5 of 7 insidersover 24d (Sep 8–Oct 2)$76.4M
  9. PMTS5 of 17 insiderssame day Sep 14$12.0M
  10. VIP5 of 9 insidersover 3d (Sep 11–Sep 14)$10.3M

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. THArrow Holdings S.a.r.l.8,361,829 shares 10% Stockholder filed Oct 1$153.9M
  2. UTHRMARTINE ROTHBLATT209,000 shares Director filed Oct 1$113.3M
  3. CBRSDHIRAJ MALLICK396,000 shares Officer filed Sep 29$77.9M
  4. CRWDMICHAEL SENTONAS241,944 shares Officer filed Sep 30$64.2M
  5. IOTBicket John1,569,300 shares Officer filed Sep 29$59.3M
  6. IOTBiswas Sanjit1,569,300 shares Officer filed Sep 29$59.2M
  7. THMFA Global S.a.r.l.2,638,171 shares 10% Stockholder filed Oct 1$48.5M
  8. HNGEInsight Venture Partners X, L.P.486,991 shares 10% Stockholder filed Sep 30$47.7M
  9. MPWRMICHAEL HSING30,000 shares Officer filed Sep 28$40.3M
  10. HNGEInsight Venture Partners (Cayman) X, L.P.399,338 shares 10% Stockholder filed Sep 30$39.1M

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)$6.5M
  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)
0.45
CPI
334.13
Unemployment
4.20
VIX (Cboe)
16.39

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