LYTIR

No. 28

Today's tidings

Four insiders at DX bought $245K between Sep 25 and Oct 20.

  • 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.
  • The largest planned sale: George Kurtz filed notice to sell $141.0M of CRWD.
  • Members of Congress reported buying at least $3.1M and selling at least $6.2M of stocks (34 members) over the last 90 days.
  • Seeking Alpha: “CoreWeave continues to decline, but Bernstein contends it hasn't hit bottom yet”

Insiders buying together

The shield wall

  1. DX4 of 5 insiders on fileover 25d (Sep 25–Oct 20)$245K
  2. PAM3 of 3 insiders on fileover 20d (Sep 25–Oct 15)$42.7M
  3. BPRE3 of 7 insiders on fileover 28d (Sep 23–Oct 21)$28.8M
  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

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. MUDeboer Scott J: Pres. & Chief Tech & Prod Offr soldOct 16 10b5-1 plan (scheduled)$25.7M
  2. PATHDines Daniel: CEO and Chairman soldOct 16 10b5-1 plan (scheduled)$16.3M
  3. CVXPate R. Hewitt: Chief Legal Officer soldOct 20 10b5-1 plan (scheduled)$9.2M
  4. UTHRROTHBLATT MARTINE A: Chairperson & CEO soldOct 20 10b5-1 plan (scheduled)$5.3M
  5. UTHRROTHBLATT MARTINE A: Chairperson & CEO soldOct 19 10b5-1 plan (scheduled)$5.2M

SEC Form 4 filings. · Share card

Planned sales

Notice given

  1. CRWDGeorge Kurtz620,000 shares President, CEO filed Oct 19$141.0M
  2. SNOWSlootman Frank300,000 shares Director filed Oct 19$94.9M
  3. LINDSven-Olof Lindblad1,500,000 shares Founder, Co-Chairman, 10% Shareholder filed Oct 16$53.2M
  4. AIGPETER ZAFFINO509,446 shares Former Officer and Director filed Oct 16$40.3M
  5. PACSMurray Jason Hulse386,667 shares Officer filed Oct 16$18.5M
  6. GTLBSytse Sijbrandij Revocable Trust348,600 shares Director filed Oct 19$18.4M
  7. SNOWDageville Benoit50,000 shares Officer filed Oct 21$16.1M
  8. ZETAFamily Trust No S4454,785 shares Stockholder filed Oct 16$14.5M
  9. ZETAFamily Trust No C5394,193 shares Stockholder filed Oct 16$12.5M
  10. LOCOLION FUND II, L.P.643,928 shares 10% Stockholder filed Oct 16$10.5M

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 (6 members)bought $315K · sold $50.2M
  2. government & agency debt (10 members)bought $7.1M · sold $7.1M
  3. stocks (34 members)bought $3.1M · sold $6.2M

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)
0.32
CPI
336.30
Unemployment
4.20
VIX (Cboe)
16.68

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

Headlines

What the ravens heard

  1. COHRWhy is Coherent stock dropping today?Investing.com
  2. CELCCantor sees ‘credible path to multi-billion-dollar peak sales’ for CelcuityInvesting.com
  3. WHFWhiteHorse Finance gains as Raymond James upgrades on strategic reviewInvesting.com
  4. HRLHormel Foods Names Joe O'Connor Group Vice President, Enterprise PerformancePR Newswire
  5. CRWVCoreWeave continues to decline, but Bernstein contends it hasn't hit bottom yetSeeking Alpha
  6. NVDASpaceX AI launches partner network with names like Nvidia, Databricks, BainSeeking Alpha
  7. ALLEAllegion raises 2026 adjusted EPS outlook to $9.05-$9.10 as Americas non-residential momentum continuesSeeking Alpha
  8. SYKStryker stock may move 6.3% on Oct. 29 earnings releaseInvesting.com
  9. SMTCSemtech stands out as the top rebound candidate among data center stocksInvesting.com
  10. PINSPinterest earnings could trigger 10% stock move, options suggestInvesting.com

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

New 13D Stakes

  1. IONDIonic Digital Inc.: Sachem Head Capital Management LP10.0% of the shares filed Oct 21
  2. ICONIcon Energy Corp.: Hampton Financial Corp.9.0% of the shares filed Oct 21
  3. BGXBlackstone Long-Short Credit Income Fund: Saba Capital Management, L.P.5.9% of the shares filed Oct 21
  4. TRXBTRex Bio, Inc.: ELI LILLY & Co19.9% of the shares filed Oct 16
  5. TCRTAlaunos Therapeutics, Inc.: Fairmount Funds Management LLC20.0% of the shares filed Oct 15

filer held this stake on a passive 13G before

Item 4: delivered a letter or proposal to the company

filer's 13Ds on 17 other companies since June 2026

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

filer's 13Ds on 5 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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