LYTIR

No. 15

Today's tidings

Eight insiders at FUL bought $1.1M between Sep 30 and Oct 8.

  • An executive sale: Ullal Jayshree, CEO and Chairperson of ANET, sold $97.6M on Oct 6, under a pre-arranged 10b5-1 plan.
  • The largest planned sale: LILLY ENDOWMENT, INC. filed notice to sell $347.2M of LLY.
  • Members of Congress reported buying at least $2.0M of options (3 members) over the last 90 days.
  • Seeking Alpha: “Houlihan Lokey upgraded at Citizens on earnings potential”

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. FUL8 of 11 insidersover 8d (Sep 30–Oct 8)$1.1M
  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. ANETUllal Jayshree: CEO and Chairperson soldOct 6 10b5-1 plan (scheduled)$97.6M
  4. BEKEPeng Yongdong: Chief Executive Officer soldSep 25$84.6M
  5. CBRSMallick Dhiraj: Chief Operating Officer soldSep 29 10b5-1 plan (scheduled)$80.8M

SEC Form 4 filings. · Share card

Planned sales

Notice given

  1. LLYLILLY ENDOWMENT, INC.300,000 shares Shareholder filed Oct 7$347.2M
  2. NBISOPHIR NAVE500,000 shares Director filed Oct 5$121.4M
  3. ANETUllal Jayshree460,374 shares Officer filed Oct 6$97.6M
  4. CBLCanyon Capital Advisors LLC1,307,500 shares IA to Funds Owning > 20% of Stock filed Oct 6$68.2M
  5. RVIVLADIMIR TENEV375,000 shares Director filed Oct 5$42.3M
  6. VEEVTHOMAS SCHWENGER132,751 shares Former Officer filed Oct 5$37.1M
  7. DELLSilver Lake Partners IV, L.P.50,636 shares See Remarks filed Oct 6$28.0M
  8. DELLSL SPV-2, L.P.46,322 shares See Remarks filed Oct 6$25.6M
  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)
0.47
CPI
334.13
Unemployment
4.20
VIX (Cboe)
15.41

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

Headlines

What the ravens heard

  1. HLIHoulihan Lokey upgraded at Citizens on earnings potentialSeeking Alpha
  2. RDDTBest Reddit Marketing Agency (Q4 2026): Nicely Network Recognised by Expert ConsumersPR Newswire
  3. NVAXWhy is Novavax stock surging today?Investing.com
  4. ORCLOracle, Tesla among market cap stock movers on FridayInvesting.com
  5. ORCLWhy is Oracle stock rallying today?Investing.com
  6. BILIWhy is Bilibili stock rallying today?Investing.com
  7. SYREWhy is Spyre Therapeutics stock rallying today?Investing.com
  8. GEMICboe Global double upgraded at Morgan Stanley, Gemini Space Station downgradedSeeking Alpha
  9. Also filed a Form 8-K: NONE · ZDGESEC EDGAR

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