LYTIR

No. 18

Today's tidings

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

  • An executive sale: RAMASWAMI RAJIV, Chief Executive Officer of NTNX, sold $23.9M on Oct 6.
  • A planned sale: Ullal Jayshree filed notice to sell $97.6M of ANET.
  • Members of Congress reported buying at least $5.1M of government & agency debt (9 members) over the last 90 days.
  • Investing.com: “Why is Cerebras Systems stock sliding to a new 52-week low today?”

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. NTNXRAMASWAMI RAJIV: Chief Executive Officer soldOct 6$23.9M
  3. TTRegnery David S: Chair and CEO soldOct 6 10b5-1 plan (scheduled)$23.1M
  4. ANETUllal Jayshree: CEO and Chairperson soldOct 7 10b5-1 plan (scheduled)$21.1M
  5. DUOLvon Ahn Luis: President & CEO, Co-Founder soldOct 7 10b5-1 plan (scheduled)$16.7M

SEC Form 4 filings. · Share card

Planned sales

Notice given

  1. LLYLILLY ENDOWMENT, INC.300,000 shares Shareholder filed Oct 7$347.2M
  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. ANETUllal Jayshree130,553 shares Officer filed Oct 9$28.3M
  5. DELLSilver Lake Partners IV, L.P.50,636 shares See Remarks filed Oct 6$28.0M
  6. DELLSilver Lake Partners IV, L.P.48,655 shares See Remarks filed Oct 9$28.0M
  7. DELLSL SPV-2, L.P.46,322 shares See Remarks filed Oct 6$25.6M
  8. DELLSL SPV-2, L.P.44,406 shares See Remarks filed Oct 9$25.5M
  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 (9 members)$5.1M
  2. stocks (23 members)$3.9M
  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)
14.84

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

Headlines

What the ravens heard

  1. CBRSWhy is Cerebras Systems stock sliding to a new 52-week low today?Investing.com
  2. KDKYNDRYL TO RELEASE QUARTERLY RESULTS ON NOVEMBER 4, 2026PR Newswire
  3. ROSTRoss Stores hits its store growth target for FY26Seeking Alpha
  4. SNDKSanDisk, Micron among market cap stock movers on MondayInvesting.com
  5. VUZIVuzix to Showcase Vuzix Causeway™ Optical Interconnect Evaluation Platform at OCP Global Summit and PECC SummitPR Newswire
  6. MSMorgan Stanley names eBay a top pick as the live platform takes offSeeking Alpha
  7. DUKDuke Energy Foundation investing nearly $200,000 in South Carolina communities to support Main Street revitalization effortsPR Newswire
  8. NOWWhy is ServiceNow stock climbing today?Investing.com
  9. METAWhy is Meta Platforms stock rallying today?Investing.com
  10. FSLRTruist sees 50% upside for First Solar as pricing supported into 2030sInvesting.com

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