LYTIR

No. 22

Today's tidings

The largest executive sale: Eddy Robert W., President & CEO of BJ, sold $17.6M on Oct 14, under a pre-arranged 10b5-1 plan.

Insiders buying together

The shield wall

  1. HEI8 of 8 insiders on filesame day Oct 8$1.4M
  2. GME3 of 7 insiders on fileover 22d (Sep 21–Oct 13)$77.5M
  3. BPRE3 of 7 insiders on fileover 23d (Sep 21–Oct 14)$23.1M
  4. AGMB3 of 3 insiders on fileover 3d (Oct 5–Oct 8)$311K
  5. IMSR3 of 3 insiders on fileover 5d (Oct 9–Oct 14)$112K
  6. BORR2 of 9 insiders on fileover 27d (Sep 17–Oct 14)$41.6M
  7. TRXB2 of 3 insiders on fileover 5d (Oct 8–Oct 13)$3.8M
  8. INBX2 of 3 insiders on fileover 21d (Sep 23–Oct 14)$2.3M
  9. ONMD2 of 4 insiders on fileover 2d (Oct 7–Oct 9)$1.0M
  10. RTSN2 of 6 insiders on filesame day Oct 13$370K

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. BJEddy Robert W.: President & CEO soldOct 14 10b5-1 plan (scheduled)$17.6M
  2. NTNXSivaraman Rukmini: Chief Financial Officer soldOct 12 10b5-1 plan (scheduled)$17.3M
  3. PColgrove John: Chief Visionary Officer soldOct 13 10b5-1 plan (scheduled)$15.5M
  4. PColgrove John: Chief Visionary Officer soldOct 12 10b5-1 plan (scheduled)$15.4M
  5. SPOTSoderstrom Gustav: Co-Chief Executive Officer soldOct 12 10b5-1 plan (scheduled)$11.1M

SEC Form 4 filings. · Share card

Planned sales

Notice given

  1. PANWNikesh Arora500,000 shares Officer filed Oct 13$201.4M
  2. ESTCCMXI B.V.2,000,000 shares Director filed Oct 13$191.0M
  3. KNTKISQ Global Fund II GP LLC2,000,000 shares 10% Stockholder filed Oct 13$111.1M
  4. HNGEInsight Venture Partners X, L.P.749,091 shares 10% Stockholder filed Oct 14$78.7M
  5. HNGEInsight Venture Partners (Cayman) X, L.P.614,262 shares 10% Stockholder filed Oct 14$64.5M
  6. CRDOCHENG HUANG FAMILY TRUST192,500 shares Director filed Oct 13$38.7M
  7. ALMRQiming Venture Partners VI, L.P.1,558,858 shares Affiliate filed Oct 14$36.7M
  8. PTHE COLGROVE FAM CHARITABLE REM TRU/A DTD 04/05/2024200,000 shares Director filed Oct 13$31.1M
  9. HNGEGABRIEL MECKLENBURG200,000 shares Director filed Oct 13$20.6M
  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 (9 members)$5.9M
  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)
0.33
CPI
336.30
Unemployment
4.20
VIX (Cboe)
16.46

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

Headlines

What the ravens heard

  1. NBISNebius Group rebound potential after 20% weekly declineInvesting.com
  2. SNDKSanDisk, Crowdstrike among market cap stock movers on FridayInvesting.com
  3. NVAXWhy is Novavax stock sliding today?Investing.com
  4. DELLWhy is Dell Technologies stock sliding today?Investing.com
  5. MUWhy is Micron Technology stock sliding today?Investing.com
  6. PANWWhy is Palo Alto Networks stock sliding today?Investing.com
  7. PRUPrudential Financial estimates $140M hit to Q3 earnings from JapanSeeking Alpha
  8. NFLXNetflix Brings in New Executive to Spur GrowthBloomberg
  9. PVLAWhy is Palvella Therapeutics stock sliding 3% today?Investing.com
  10. UNPUnion Pacific CFO Jennifer Hamann to retire in early 2027Investing.com

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

New 13D Stakes

  1. TCRTAlaunos Therapeutics, Inc.: Fairmount Funds Management LLC20.0% of the shares filed Oct 15
  2. TCPCBlackRock TCP Capital Corp.: Saba Capital Management, L.P.5.1% of the shares filed Oct 14

filer's 13Ds on 5 other companies since June 2026

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

Share card