LYTIR

No. 17

Today's tidings

Five insiders at ACCV bought $4.1M on Oct 5.

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. ANETUllal Jayshree130,553 shares Officer filed Oct 9$28.3M
  8. DELLSilver Lake Partners IV, L.P.50,636 shares See Remarks filed Oct 6$28.0M
  9. DELLSilver Lake Partners IV, L.P.48,655 shares See Remarks filed Oct 9$28.0M
  10. DELLSL SPV-2, L.P.46,322 shares See Remarks filed Oct 6$25.6M

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 (10 members)$5.6M
  2. stocks (23 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

Headlines

What the ravens heard

  1. MRNANotable healthcare headlines for the week: Novavax, Moderna and Becton Dickinson in focusSeeking Alpha
  2. LMTLockheed Martin raises dividend by 4.3% to $3.60Seeking Alpha
  3. NYTJustice Department probes TV networks over Trump pool coverage, New York Times reportsInvesting.com
  4. SOSouthern Company's experienced storm response teams, advanced storm intelligence technologies drive power restoration following Hurricane IsaiasPR Newswire
  5. TPRBayeux Tapestry's London tour spurs enthusiasts to Battle of Hastings reenactmentNPR
  6. NVDANvidia in talks to invest further in Reflection AI or buy it, FT reportsInvesting.com
  7. OPCHKey deals this week: Option Care Health, PTC, Energy Transfer and moreSeeking Alpha
  8. NVDANvidia in talks to buy ‘open’ model startup Reflection AI: FTSeeking Alpha
  9. AVGOAI Debt Issuance Defies Rising Yields as SpaceX, Broadcom Plan Major DealsBloomberg

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