LYTIR

No. 24

Today's tidings

Three insiders at GME bought $77.5M between Sep 21 and Oct 13.

  • An executive sale: Colgrove John, Chief Visionary Officer of P, sold $15.5M on Oct 13, under a pre-arranged 10b5-1 plan.
  • 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.
  • Seeking Alpha: “Microsoft exits Nscale U.K. data center deal as IPO pressures mount”

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. PAM3 of 3 insiders on fileover 20d (Sep 25–Oct 15)$42.7M
  4. BPRE3 of 7 insiders on fileover 23d (Sep 21–Oct 14)$23.1M
  5. IMSR3 of 3 insiders on fileover 5d (Oct 9–Oct 14)$112K
  6. BORR2 of 9 insiders on fileover 10d (Oct 5–Oct 15)$44.5M
  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. LINDSven-Olof Lindblad1,500,000 shares Founder, Co-Chairman, 10% Shareholder filed Oct 16$53.2M
  8. AIGPETER ZAFFINO509,446 shares Former Officer and Director filed Oct 16$40.3M
  9. CRDOCHENG HUANG FAMILY TRUST192,500 shares Director filed Oct 13$38.7M
  10. ALMRQiming Venture Partners VI, L.P.1,558,858 shares Affiliate filed Oct 14$36.7M

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 $6.3M · sold $7.3M
  3. stocks (35 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

Headlines

What the ravens heard

  1. MSFTMicrosoft exits Nscale U.K. data center deal as IPO pressures mountSeeking Alpha
  2. MSFTMicrosoft drops huge AI datacentre project in Essex over power supply concernsThe Guardian
  3. MSFTMicrosoft pulls out of UK data center deal with Nscale, Telegraph reportsInvesting.com
  4. CRM5 big analyst AI moves: Meta gets Street-high PT; Salesforce double upgradedInvesting.com
  5. BMBLKey deals this week: International Paper, IonQ, Bumble, and moreSeeking Alpha
  6. CRWVBulls vs. Bears: Is CoreWeave the canary in AI coalmine?Seeking Alpha

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