LYTIR

No. 14

Today's tidings

Eight insiders at SBLK bought $6.9M between Sep 16 and Sep 17.

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. ADRX5 of 6 insidersover 1d (Sep 29–Sep 30)$87.7M
  6. PMTS5 of 17 insiderssame day Sep 14$12.0M
  7. ACCV5 of 7 insiderssame day Oct 5$4.1M
  8. XBP5 of 9 insiderssame day Sep 17$2.4M
  9. GAM5 of 5 insidersover 9d (Sep 15–Sep 24)$672K
  10. PRHI5 of 7 insiderssame day Oct 1$249K

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. NBISOPHIR NAVE500,000 shares Director filed Oct 5$121.4M
  2. ANETUllal Jayshree460,374 shares Officer filed Oct 6$97.6M
  3. CBLCanyon Capital Advisors LLC1,307,500 shares IA to Funds Owning > 20% of Stock filed Oct 6$68.2M
  4. RVIVLADIMIR TENEV375,000 shares Director filed Oct 5$42.3M
  5. VEEVTHOMAS SCHWENGER132,751 shares Former Officer filed Oct 5$37.1M
  6. DELLSilver Lake Partners IV, L.P.50,636 shares See Remarks filed Oct 6$28.0M
  7. DELLSL SPV-2, L.P.46,322 shares See Remarks filed Oct 6$25.6M
  8. GRNDGEORGE RAYMOND ZAGE III1,792,270 shares Director filed Oct 2$25.4M
  9. NTNXRAJIV RAMASWAMI324,955 shares Officer filed Oct 6$23.9M
  10. TTRegnery David S48,091 shares Officer filed Oct 6$23.1M

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)$6.1M
  2. stocks (24 members)$4.0M
  3. options (3 members)$2.0M
  4. corporate bonds (5 members)$605K

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)
0.51
CPI
334.13
Unemployment
4.20
VIX (Cboe)
15.08

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

Headlines

What the ravens heard

  1. SECZSecuritize surges after announcing launch of blockchain-based tokenized stock tradingSeeking Alpha
  2. ENTGEntegris initiated at Buy as products align for leading-edge logic and memory devices: StifelSeeking Alpha
  3. PAXPatria Investments reports 1H resultsSeeking Alpha
  4. GKOSEli Lilly, Glaukos among market cap stock movers on ThursdayInvesting.com
  5. SBUXStarbucks has explored Chipotle takeover, FT reportsInvesting.com
  6. AZNMyriad, SOPHiA partner with AstraZeneca to use prostate cancer technologySeeking Alpha
  7. NVDANvidia committing $1B to boost AI, quantum, health in the USSeeking Alpha
  8. HSHPHimalaya Shipping reports Q3 resultsSeeking Alpha
  9. NATLBrink's says UK antitrust regulatory accepted proposed remedy in NCR Atleos dealSeeking Alpha
  10. G50 Initiates Drill Program to Follow up High Grade Gold Intercept at White Caps, NevadaPR Newswire

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