LYTIR

No. 29

Today's tidings

Nine insiders at FUL bought $1.1M between Sep 28 and Oct 16.

Insiders buying together

The shield wall

  1. FUL9 of 12 insiders on fileover 18d (Sep 28–Oct 16)$1.1M
  2. RAPP5 of 8 insiders on fileover 1d (Oct 21–Oct 22)$1.6M
  3. DX4 of 5 insiders on fileover 25d (Sep 25–Oct 20)$245K
  4. PAM3 of 3 insiders on fileover 20d (Sep 25–Oct 15)$42.7M
  5. BPRE3 of 7 insiders on fileover 23d (Sep 28–Oct 21)$28.7M
  6. AGMB3 of 3 insiders on fileover 16d (Oct 5–Oct 21)$400K
  7. ANIX3 of 4 insiders on fileover 28d (Sep 24–Oct 22)$71K
  8. BORR2 of 9 insiders on fileover 10d (Oct 5–Oct 15)$44.5M
  9. APLD2 of 5 insiders on filesame day Oct 16$6.7M

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. BRZEHyman Jonathan: Chief Technology Officer soldOct 20 10b5-1 plan (scheduled)$12.9M
  2. CVXPate R. Hewitt: Chief Legal Officer soldOct 20 10b5-1 plan (scheduled)$9.2M
  3. ROIVVenker Eric: President & Immunovant CEO soldOct 20 10b5-1 plan (scheduled)$7.0M
  4. TRVOLIVO MARIA: EVP, ERM & Chief Risk Officer soldOct 21$6.0M
  5. UTHRROTHBLATT MARTINE A: Chairperson & CEO soldOct 21 10b5-1 plan (scheduled)$5.3M

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. STOKEDWARD KAYE1,496,042 shares Former Affiliate filed Oct 21$38.4M
  4. TRVSchnitzer Alan D88,900 shares Officer filed Oct 21$35.3M
  5. PAYXGOLISANO B THOMAS295,857 shares 10% Shareholder filed Oct 21$32.7M
  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. TRVToczydlowski Gregory C34,771 shares Officer filed Oct 22$14.0M
  9. CVXR HEWITT PATE43,100 shares Officer filed Oct 19$9.7M
  10. ANETKenneth Duda51,999 shares Officer filed Oct 20$9.5M

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)
0.31
CPI
336.30
Unemployment
4.20
VIX (Cboe)
19.03

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

Headlines

What the ravens heard

  1. INTUWells Fargo, Intuit others object to their shares being tokenized- regulatory documentInvesting.com
  2. NFLXSA Asks: Netflix hit a 52-week low this week. Is now the time to buy?Seeking Alpha
  3. CMITop auto component stocks: Cummins leads on scale and valuationInvesting.com
  4. ABBVAbbVie shares may move 5% on Oct. 30 earnings releaseInvesting.com
  5. GDGeneral Dynamics shares may move 3.5% on earnings next weekInvesting.com
  6. PANWGE, Palo Alto Networks among market cap stock movers on FridayInvesting.com
  7. GHMPrince William makes surprise appearance on Graham Norton showThe Guardian
  8. NVDANvidia ticks up even as Seaport reiterates Sell rating and says competition is 'mounting'Seeking Alpha
  9. CPRICapri Holdings shares may move 1.9% on earnings releaseInvesting.com
  10. CVXChevron stock may move 2.3% on earnings releaseInvesting.com

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

New 13D Stakes

  1. MATMATTEL INC /DE/: EdgePoint Investment Group Inc.17.7% of the shares filed Oct 22
  2. IONDIonic Digital Inc.: Sachem Head Capital Management LP10.0% of the shares filed Oct 21
  3. ICONIcon Energy Corp.: Hampton Financial Corp.9.0% of the shares filed Oct 21
  4. BGXBlackstone Long-Short Credit Income Fund: Saba Capital Management, L.P.5.9% of the shares filed Oct 21
  5. TRXBTRex Bio, Inc.: ELI LILLY & Co19.9% of the shares filed Oct 16

Item 4: demanded a special meeting

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

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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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