LYTIR

No. 12

Today's tidings

Seven insiders at FUL bought $619K between Sep 30 and Oct 1.

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. CRWDMICHAEL SENTONAS241,944 shares Officer filed Sep 30$64.2M
  4. THMFA Global S.a.r.l.2,638,171 shares 10% Stockholder filed Oct 1$48.5M
  5. HNGEInsight Venture Partners X, L.P.486,991 shares 10% Stockholder filed Sep 30$47.7M
  6. HNGEInsight Venture Partners (Cayman) X, L.P.399,338 shares 10% Stockholder filed Sep 30$39.1M
  7. LITEWAJID ALI24,542 shares Officer filed Oct 1$25.7M
  8. GRNDGEORGE RAYMOND ZAGE III1,792,270 shares Director filed Oct 2$25.4M
  9. WDAYDAVID A. DUFFIELD TRUST U/T/A 7/14/8898,446 shares 10% Stockholder filed Oct 1$18.8M
  10. SNOWSpeiser Michael L50,741 shares Affiliate filed Oct 2$17.5M

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)$6.1M
  2. stocks (24 members)$4.0M
  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)
0.47
CPI
334.13
Unemployment
4.20
VIX (Cboe)
15.52

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

Headlines

What the ravens heard

  1. PSKYParamount Skydance seals $110B Warner Bros deal as combined company hits NYSEInvesting.com
  2. CNPGreater Houston Resiliency Initiative (GHRI) Update: CenterPoint Energy Continues Monumental Efforts to Build the Most Resilient Coastal GridPR Newswire
  3. LTHLife Time Announces Plans for New Urban Athletic Club with Panoramic Harbor Views at Boston's Commonwealth PierPR Newswire
  4. DRSLeidos names Stephen Vather senior vice president of investor relationsPR Newswire
  5. NEXTFUELING WHAT'S NEXT: UNITED DAIRY FARMERS, INC. BRINGS LEVEL 3 EV FAST CHARGING STATIONS TO SIX OHIO LOCATIONSPR Newswire
  6. MRVLMarvell Technology near term bull and bear caseInvesting.com
  7. TAPWhy is Molson Coors Beverage stock climbing 2% today?Investing.com
  8. VGVenture Global Is in Talks to Sell US LNG to More Chinese BuyersBloomberg
  9. SOReform MP raises concerns about second homes – then buys one for £800,000The Guardian
  10. ARESAres Faces 50% Loss on Money It Piled Into TalkTalk With BT DealBloomberg

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