LYTIR

No. 19

Today's tidings

Three insiders at BPRE bought $17.8M between Sep 18 and Oct 9.

  • An executive sale: von Ahn Luis, President & CEO, Co-Founder of DUOL, sold $16.7M on Oct 7, under a pre-arranged 10b5-1 plan.
  • A planned sale: Silver Lake Partners IV, L.P. filed notice to sell $28.0M of DELL.
  • Members of Congress reported buying at least $3.9M of stocks (23 members) over the last 90 days.
  • Bloomberg: “Domino's Drops on Sales Growth Miss; Bumble Goes Private | Stock Movers”

Insiders buying together

The shield wall

  1. FUL8 of 11 insidersover 8d (Sep 30–Oct 8)$1.1M
  2. BPRE3 of 7 insidersover 21d (Sep 18–Oct 9)$17.8M
  3. PDI3 of 4 insidersover 14d (Sep 24–Oct 8)$405K
  4. AGMB3 of 3 insidersover 2d (Oct 7–Oct 9)$311K
  5. CINT3 of 3 insidersover 24d (Sep 15–Oct 9)$115K
  6. BBD2 of 24 insidersover 4d (Oct 5–Oct 9)$71.4M
  7. BORR2 of 9 insidersover 21d (Sep 17–Oct 8)$23.1M
  8. REF2 of 10 insiderssame day Oct 9$3.1M
  9. AHRT2 of 6 insidersover 10d (Sep 29–Oct 9)$29K

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 7 10b5-1 plan (scheduled)$21.1M
  2. DUOLvon Ahn Luis: President & CEO, Co-Founder soldOct 7 10b5-1 plan (scheduled)$16.7M
  3. DDOGLe-Quoc Alexis: Chief Technology Officer soldOct 7 10b5-1 plan (scheduled)$14.8M
  4. NTNXRAMASWAMI RAJIV: Chief Executive Officer soldOct 7$5.6M
  5. UTHRROTHBLATT MARTINE A: Chairperson & CEO soldOct 7$5.2M

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 Jayshree130,553 shares Officer filed Oct 9$28.3M
  3. DELLSilver Lake Partners IV, L.P.48,655 shares See Remarks filed Oct 9$28.0M
  4. DELLSL SPV-2, L.P.44,406 shares See Remarks filed Oct 9$25.5M
  5. ANETUllal Jayshree96,992 shares Officer filed Oct 7$21.1M
  6. WDAYDAVID A. DUFFIELD TRUST U/T/A 7/14/8899,835 shares 10% Stockholder filed Oct 9$18.8M
  7. SNOWDageville Benoit50,000 shares Officer filed Oct 7$16.7M
  8. DUOLLUIS VON AHN ARELLANO110,046 shares Director filed Oct 7$16.3M
  9. DDOGALEXIS T LEQUOC53,912 shares Director filed Oct 7$15.0M
  10. DELLSilver Lake Partners V DE (AIV), L.P.25,495 shares See Remarks filed Oct 9$14.6M

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 (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)
15.21

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

Headlines

What the ravens heard

  1. WMTWalmart to offer employees 250-plus medications at no cost in expanded health benefitsInvesting.com
  2. BMBLDomino's Drops on Sales Growth Miss; Bumble Goes Private | Stock MoversBloomberg
  3. BABoeing Announces Third Quarter DeliveriesPR Newswire
  4. ROIVRoivant Sciences added to Citi's 90-day catalyst watchSeeking Alpha
  5. WMTWalmart expands free drug coverage, adds healthcare benefits for workersSeeking Alpha
  6. SYFSynchrony Financial stock may move 5.5% on Oct. 20 earningsInvesting.com
  7. ALLYAlly Financial stock may move 6.4% on Oct. 20 earningsInvesting.com
  8. SNDKSpaceX and SanDisk among market cap stock movers on TuesdayInvesting.com
  9. ASTSAST SpaceMobile downgraded by Piper Sandler on SpaceX rivalrySeeking Alpha
  10. VIKLow river levels in Europe little concern for Viking Holdings — BarclaysSeeking Alpha

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