LYTIR

No. 16

Today's tidings

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

  • The largest 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 $605K of corporate bonds (5 members) over the last 90 days.

Insiders buying together

The shield wall

  1. FUL8 of 11 insidersover 8d (Sep 30–Oct 8)$1.1M
  2. ACCV5 of 7 insiderssame day Oct 5$4.1M
  3. BPRE3 of 7 insidersover 21d (Sep 18–Oct 9)$17.8M
  4. PDI3 of 4 insidersover 14d (Sep 24–Oct 8)$405K
  5. AGMB3 of 3 insidersover 2d (Oct 7–Oct 9)$311K
  6. CINT3 of 3 insidersover 24d (Sep 15–Oct 9)$115K
  7. BBD2 of 24 insidersover 4d (Oct 5–Oct 9)$71.4M
  8. BORR2 of 9 insidersover 21d (Sep 17–Oct 8)$23.1M
  9. REF2 of 10 insiderssame day Oct 9$3.1M
  10. ALP2 of 4 insidersover 18d (Sep 17–Oct 5)$188K

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 7 days)

  1. ANETUllal Jayshree: CEO and Chairperson soldOct 6 10b5-1 plan (scheduled)$97.6M
  2. HOODTenev Vladimir: Chief Executive Officer soldOct 5 10b5-1 plan (scheduled)$42.6M
  3. NTNXRAMASWAMI RAJIV: Chief Executive Officer soldOct 6$23.9M
  4. TTRegnery David S: Chair and CEO soldOct 6 10b5-1 plan (scheduled)$23.1M
  5. ANETUllal Jayshree: CEO and Chairperson soldOct 7 10b5-1 plan (scheduled)$21.1M

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)
0.44
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