LYTIR

No. 11

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 (11 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. HNGEInsight Venture Partners (Cayman) X, L.P.399,338 shares 10% Stockholder filed Sep 30$39.1M
  10. LITEWAJID ALI24,542 shares Officer filed Oct 1$25.7M

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 (11 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)
15.31

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

Headlines

What the ravens heard

  1. SBUXStarbucks sued over ’sugar-free’ claims for protein beveragesInvesting.com
  2. BANRProtests in France and Spain appear disparate but core issues are the sameThe Guardian
  3. ORCLIntel and Oracle among market cap stock movers on MondayInvesting.com
  4. BEATHeartBeam stock soars on FDA breakthrough designationInvesting.com
  5. INSMInsmed stock falls as CFO Sara Bonstein to step downInvesting.com
  6. PCVXVaxcyte jumps on phase 3 data for pneumonia vaccine VAX-31Seeking Alpha
  7. NFLXEverybody's Business: Tubi's Growth Strategy Includes Edgy MerchBloomberg
  8. GOOGLAlphabet C consolidates $332-$350: Breakout levels liveInvesting.com
  9. AVGONvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan StanleyInvesting.com
  10. Also filed a Form 8-K: KRSEC EDGAR

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