LYTIR

No. 13

Today's tidings

A planned sale: OPHIR NAVE filed notice to sell $121.4M of NBIS.

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 10 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. NBISOPHIR NAVE500,000 shares Director filed Oct 5$121.4M
  3. UTHRMARTINE ROTHBLATT209,000 shares Director filed Oct 1$113.3M
  4. THMFA Global S.a.r.l.2,638,171 shares 10% Stockholder filed Oct 1$48.5M
  5. RVIVLADIMIR TENEV375,000 shares Director filed Oct 5$42.3M
  6. VEEVTHOMAS SCHWENGER132,751 shares Former Officer filed Oct 5$37.1M
  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)
0.48
CPI
334.13
Unemployment
4.20
VIX (Cboe)
15.01

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

Headlines

What the ravens heard

  1. DANDana Incorporated to Announce 2026 Third-quarter Financial Results, Host Conference Call and Webcast on October 28PR Newswire
  2. US 30-Year Yields Return to 2002 HighBloomberg
  3. Input 1 and Insillion Form Strategic Partnership to Expand Financial Infrastructure for U.S. Carriers and MGAsPR Newswire
  4. Vertafore earns industry honors for innovation shaping the future of insurance technologyPR Newswire
  5. CATCaterpillar, Crowdstrike among market cap stock movers on WednesdayInvesting.com
  6. ROGThese bargain stocks will shine when AI trade falters, says Ariel's John RogersCNBC
  7. In HelloNation, Contracting Expert Richard Graniere Examines Replacement Windows in North JerseyPR Newswire
  8. HCSGHealthcare Services Group buys NEXDINE Hospitality for $93.5M upfrontSeeking Alpha
  9. FUTUWhy is Futu Holdings stock sliding today?Investing.com
  10. RKLBWhy is Rocket Lab stock sliding today?Investing.com

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