LYTIR

No. 20

Today's tidings

Eight insiders at HEI bought $1.4M on Oct 13.

  • An executive sale: Sivaraman Rukmini, Chief Financial Officer of NTNX, sold $17.3M on Oct 12.
  • The largest planned sale: Nikesh Arora filed notice to sell $201.4M of PANW.
  • Members of Congress reported buying at least $4.0M of stocks (25 members) over the last 90 days.
  • Seeking Alpha: “Interactive Brokers Group Q3 2026 Earnings Preview”

Insiders buying together

The shield wall

  1. HEI8 of 8 insiderssame day Oct 13$1.4M
  2. FUL8 of 11 insidersover 8d (Sep 30–Oct 8)$1.1M
  3. GME3 of 7 insidersover 22d (Sep 21–Oct 13)$77.5M
  4. BPRE3 of 7 insidersover 21d (Sep 18–Oct 9)$17.8M
  5. PDI3 of 4 insidersover 14d (Sep 24–Oct 8)$405K
  6. AGMB3 of 3 insidersover 2d (Oct 7–Oct 9)$311K
  7. SWZ3 of 4 insidersover 14d (Sep 29–Oct 13)$150K
  8. CINT3 of 3 insidersover 24d (Sep 15–Oct 9)$115K
  9. BORR2 of 9 insidersover 26d (Sep 17–Oct 13)$35.0M
  10. REF2 of 10 insiderssame day Oct 9$3.1M

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 9 10b5-1 plan (scheduled)$28.3M
  2. NTNXSivaraman Rukmini: Chief Financial Officer soldOct 12$17.3M
  3. ANETUllal Jayshree: CEO and Chairperson soldOct 8 10b5-1 plan (scheduled)$6.1M
  4. ZSGeller Adam: Chief Product Officer soldOct 9 10b5-1 plan (scheduled)$5.4M
  5. UTHRROTHBLATT MARTINE A: Chairperson & CEO soldOct 12$5.2M

SEC Form 4 filings. · Share card

Planned sales

Notice given

  1. PANWNikesh Arora500,000 shares Officer filed Oct 13$201.4M
  2. KNTKISQ Global Fund II GP LLC2,000,000 shares 10% Stockholder filed Oct 13$111.1M
  3. CRDOCHENG HUANG FAMILY TRUST192,500 shares Director filed Oct 13$38.7M
  4. PTHE COLGROVE FAM CHARITABLE REM TRU/A DTD 04/05/2024200,000 shares Director filed Oct 13$31.1M
  5. ANETUllal Jayshree130,553 shares Officer filed Oct 9$28.3M
  6. DELLSilver Lake Partners IV, L.P.48,655 shares See Remarks filed Oct 9$28.0M
  7. DELLSL SPV-2, L.P.44,406 shares See Remarks filed Oct 9$25.5M
  8. HNGEGABRIEL MECKLENBURG200,000 shares Director filed Oct 13$20.6M
  9. WDAYDAVID A. DUFFIELD TRUST U/T/A 7/14/8899,835 shares 10% Stockholder filed Oct 9$18.8M
  10. NTNXRUKMINI N SIVARAMAN232,712 shares Officer filed Oct 13$17.3M

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)$5.7M
  2. stocks (25 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)
0.37
CPI
336.30
Unemployment
4.20
VIX (Cboe)
15.27

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

Headlines

What the ravens heard

  1. RKLBWhy is Rocket Lab stock tumbling today?Investing.com
  2. IBKRInteractive Brokers Group Q3 2026 Earnings PreviewSeeking Alpha
  3. RKLBRocket Lab stock falls after delaying Neutron rocket to 2027Investing.com
  4. LMTLockheed Martin Expands Advanced Munitions Manufacturing in Texas, Driving Thousands of New American JobsPR Newswire
  5. NBISNebius Group declines 10% amid tech sell-offSeeking Alpha
  6. FRSTPrimis Financial Corp. Announces Date for Third Quarter 2026 Earnings Release and Conference CallPR Newswire
  7. ORCLOracle slumps 9% amid tech selloff, AI buildout concernsSeeking Alpha
  8. ORCOrchid Island Capital declares $0.10 dividendSeeking Alpha
  9. SCMStellus Capital Investment declares $0.0833 dividendSeeking Alpha
  10. IVZInvesco Mortgage's total investment portfolio includes TBAs of $8.0B at September-endSeeking Alpha

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

New 13D Stakes

  1. TCPCBlackRock TCP Capital Corp.: Saba Capital Management, L.P.5.1% of the shares filed Oct 14

filer's 13Ds on 13 other companies since June 2026

Share card