LYTIR

No. 30

Today's tidings

The largest executive sale: Schnitzer Alan D, Chairman and CEO of TRV, sold $35.3M on Oct 21.

Insiders buying together

The shield wall

  1. FUL9 of 12 insiders on fileover 18d (Sep 28–Oct 16)$1.1M
  2. RAPP6 of 9 insiders on fileover 2d (Oct 21–Oct 23)$1.7M
  3. DX4 of 5 insiders on fileover 25d (Sep 25–Oct 20)$245K
  4. CHCO4 of 7 insiders on filesame day Oct 23$68K
  5. BPRE3 of 7 insiders on fileover 23d (Sep 28–Oct 21)$28.7M
  6. RENT3 of 6 insiders on filesame day Oct 21$6.1M
  7. NXG3 of 4 insiders on fileover 4d (Oct 19–Oct 23)$526K
  8. AGMB3 of 3 insiders on fileover 16d (Oct 5–Oct 21)$400K
  9. APLD2 of 5 insiders on filesame day Oct 16$6.7M
  10. ANIX2 of 4 insiders on fileover 22d (Sep 30–Oct 22)$37K

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. TRVSchnitzer Alan D: Chairman and CEO soldOct 21$35.3M
  2. BRZEHyman Jonathan: Chief Technology Officer soldOct 20 10b5-1 plan (scheduled)$12.9M
  3. CVXPate R. Hewitt: Chief Legal Officer soldOct 20 10b5-1 plan (scheduled)$9.2M
  4. ROIVVenker Eric: President & Immunovant CEO soldOct 20 10b5-1 plan (scheduled)$7.0M
  5. TRVOLIVO MARIA: EVP, ERM & Chief Risk Officer soldOct 21$6.0M

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): government & agency debt $12.1M vs $12.1M (11 members), stocks $3.1M vs $6.2M (34 members). (Source: STOCK Act filings.)

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. GMSA Asks: How can General Motors get back on track?Seeking Alpha
  2. BRK.BBerkshire Hathaway, Blackstone in gainers; HSBC, Globe Life among losers: week's financials wrapSeeking Alpha
  3. WMTRevenge of the consumer: Walmart's $120 bundle takes at Amazon and CostcoSeeking Alpha
  4. SKYDSkydance employees brace for expected restructure as megamerger dust settlesThe Guardian
  5. JNJJohnson & Johnson’s prostate cancer drug shrinks tumors in early-stage trialInvesting.com
  6. GHM“Culture is stagnant, so politics is stuck” – playwright James Graham | Radical Thinking – podcastThe Guardian
  7. BAExclusive-Boeing supplier dispute has halted 777 freighter production for two months, sources sayInvesting.com
  8. PJTJetBlue creditors working with restructuring adviser PJT Partners, WSJ reportsInvesting.com
  9. BAAllegiant exercises options for six Boeing 737 MAX jets worth over $720 millionInvesting.com
  10. ALVAutoliv signals $1.2b operating cash flow and ~10.5% adjusted operating margin for 2026 while cutting CapEx to ~4% of salesSeeking Alpha

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

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

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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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