LYTIR

No. 23

Today's tidings

The largest planned sale: LILLY ENDOWMENT, INC. filed notice to sell $368.7M of LLY.

  • Members of Congress reported buying at least $265K and selling at least $50.2M of private company stakes (5 members) over the last 90 days.
  • Three insiders at GME bought $77.5M between Sep 21 and Oct 13.
  • 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. BORR3 of 9 insiders on fileover 27d (Sep 18–Oct 15)$44.7M
  4. PAM3 of 3 insiders on fileover 20d (Sep 25–Oct 15)$42.7M
  5. BPRE3 of 7 insiders on fileover 23d (Sep 21–Oct 14)$23.1M
  6. IMSR3 of 3 insiders on fileover 5d (Oct 9–Oct 14)$112K
  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. PColgrove John: Chief Visionary Officer soldOct 14 10b5-1 plan (scheduled)$14.5M

SEC Form 4 filings. · Share card

Planned sales

Notice given

  1. LLYLILLY ENDOWMENT, INC.305,000 shares Shareholder filed Oct 15$368.7M
  2. PANWNikesh Arora500,000 shares Officer filed Oct 13$201.4M
  3. ESTCCMXI B.V.2,000,000 shares Director filed Oct 13$191.0M
  4. KNTKISQ Global Fund II GP LLC2,000,000 shares 10% Stockholder filed Oct 13$111.1M
  5. HNGEInsight Venture Partners X, L.P.749,091 shares 10% Stockholder filed Oct 14$78.7M
  6. HNGEInsight Venture Partners (Cayman) X, L.P.614,262 shares 10% Stockholder filed Oct 14$64.5M
  7. CRDOCHENG HUANG FAMILY TRUST192,500 shares Director filed Oct 13$38.7M
  8. ALMRQiming Venture Partners VI, L.P.1,558,858 shares Affiliate filed Oct 14$36.7M
  9. HOODTHE TENEV 2017 IRREVOCABLE TRUST327,500 shares Director filed Oct 15$33.1M
  10. PATHICEVULCAN INVESTMENTS LIMITED2,500,000 shares Director filed Oct 15$32.6M

SEC Form 144 notices, filed before an insider sells restricted stock. · Share card

Congress

The Althing

Congress, 90 days, bought vs sold (low end of reported ranges)

  1. private company stakes (5 members)bought $265K · sold $50.2M
  2. government & agency debt (9 members)bought $6.4M · sold $7.3M
  3. stocks (37 members)bought $4.0M · sold $5.8M

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)
0.35
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

New 13D Stakes

  1. TRXBTRex Bio, Inc.: ELI LILLY & Co19.9% of the shares filed Oct 16
  2. TCRTAlaunos Therapeutics, Inc.: Fairmount Funds Management LLC20.0% of the shares filed Oct 15
  3. TCPCBlackRock TCP Capital Corp.: Saba Capital Management, L.P.5.1% of the shares filed Oct 14

filer's 13Ds on 1 other company since June 2026

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

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

Share card