LYTIR

No. 27

Today's tidings

The largest executive sale: Deboer Scott J, Pres. & Chief Tech & Prod Offr of MU, sold $25.7M on Oct 16, under a pre-arranged 10b5-1 plan.

  • A planned sale: George Kurtz filed notice to sell $141.0M of CRWD.
  • Three insiders at BPRE bought $25.4M between Sep 23 and Oct 16.
  • Members of Congress reported buying at least $4.6M and selling at least $6.3M of stocks (34 members) over the last 90 days.
  • Seeking Alpha: “Visteon Q3 2026 Earnings Preview”

Insiders buying together

The shield wall

  1. PAM3 of 3 insiders on fileover 20d (Sep 25–Oct 15)$42.7M
  2. BPRE3 of 7 insiders on fileover 23d (Sep 23–Oct 16)$25.4M
  3. DX3 of 5 insiders on fileover 25d (Sep 25–Oct 20)$145K
  4. IMSR3 of 3 insiders on fileover 5d (Oct 9–Oct 14)$112K
  5. BORR2 of 9 insiders on fileover 10d (Oct 5–Oct 15)$44.5M
  6. APLD2 of 5 insiders on filesame day Oct 16$6.7M
  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

For scale: 3+ insiders in 30d happens in ~12% 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. MUDeboer Scott J: Pres. & Chief Tech & Prod Offr soldOct 16 10b5-1 plan (scheduled)$25.7M
  2. PATHDines Daniel: CEO and Chairman soldOct 15 10b5-1 plan (scheduled)$16.8M
  3. PATHDines Daniel: CEO and Chairman soldOct 16 10b5-1 plan (scheduled)$16.3M
  4. TVTXDube Eric M: CHIEF EXECUTIVE OFFICER soldOct 15 10b5-1 plan (scheduled)$13.1M
  5. WShah Niraj: Chief Executive Officer soldOct 15 10b5-1 plan (scheduled)$13.0M

SEC Form 4 filings. · Share card

Planned sales

Notice given

  1. LLYLILLY ENDOWMENT, INC.305,000 shares Shareholder filed Oct 15$368.7M
  2. CRWDGeorge Kurtz620,000 shares President, CEO filed Oct 19$141.0M
  3. SNOWSlootman Frank300,000 shares Director filed Oct 19$94.9M
  4. LINDSven-Olof Lindblad1,500,000 shares Founder, Co-Chairman, 10% Shareholder filed Oct 16$53.2M
  5. AIGPETER ZAFFINO509,446 shares Former Officer and Director filed Oct 16$40.3M
  6. HOODTHE TENEV 2017 IRREVOCABLE TRUST327,500 shares Director filed Oct 15$33.1M
  7. PATHICEVULCAN INVESTMENTS LIMITED2,500,000 shares Director filed Oct 15$32.6M
  8. MUDeboer Scott J28,545 shares Officer filed Oct 15$26.1M
  9. NTRAMATTHEW RABINOWITZ50,000 shares Director filed Oct 15$19.7M
  10. PACSMurray Jason Hulse386,667 shares Officer filed Oct 16$18.5M

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 $7.3M · sold $8.1M
  3. stocks (34 members)bought $4.6M · sold $6.3M

Periodic transaction reports filed under the STOCK Act. Amounts are the low end of each reported range. · Share card

Headlines

What the ravens heard

  1. VCVisteon Q3 2026 Earnings PreviewSeeking Alpha
  2. MRNAModerna is about to release the trial results for its cancer vaccine. A lot is riding on this data.MarketWatch
  3. FTNTFortinet options data points to 10% move on Oct. 28 earningsInvesting.com
  4. ZSZscaler leads cybersecurity picks on risk-reward profileInvesting.com
  5. GOOGLWhy is Alphabet stock sliding today?Investing.com
  6. METAWhy is Meta Platforms stock rallying today?Investing.com
  7. NFLXNetflix Eyes Sports to Drive GrowthBloomberg
  8. EVRSynchrony Financial cut to In Line at Evercore amid higher rates, macro volatilitySeeking Alpha
  9. AMDWhy is Advanced Micro Devices stock climbing today?Investing.com
  10. NFLXWhy is Netflix stock sliding today?Investing.com

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

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Trades Reported After 45 Days

STOCK Act: Trades Reported After 45 Days

Laurel Lee (R-FL15): House: 1 trade reported 53 days after the trade · filed 2026-10-16

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