LYTIR

No. 31

Today's tidings

A planned sale: Bentley Raymond B. filed notice to sell $67.5M of BSY.

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. CHCO4 of 7 insiders on filesame day Oct 23$68K
  4. BPRE3 of 7 insiders on fileover 23d (Sep 28–Oct 21)$28.7M
  5. RENT3 of 6 insiders on filesame day Oct 21$6.1M
  6. NXG3 of 4 insiders on fileover 4d (Oct 19–Oct 23)$526K
  7. AGMB3 of 3 insiders on fileover 16d (Oct 5–Oct 21)$400K
  8. DX3 of 5 insiders on filesame day Oct 20$217K
  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. BSYBentley Raymond B.1,500,000 shares Director filed Oct 23$67.5M
  4. PCTYSteven I. Sarowitz390,000 shares Director filed Oct 23$66.0M
  5. KSPIFINTECH PARTNERS LTD545,000 shares Affiliate filed Oct 23$49.3M
  6. STOKEDWARD KAYE1,496,042 shares Former Affiliate filed Oct 21$38.4M
  7. TRVSchnitzer Alan D88,900 shares Officer filed Oct 21$35.3M
  8. PAYXGOLISANO B THOMAS295,857 shares 10% Shareholder filed Oct 21$32.7M
  9. GTLBSytse Sijbrandij Revocable Trust348,600 shares Director filed Oct 19$18.4M
  10. SNOWDageville Benoit50,000 shares Officer filed Oct 21$16.1M

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 $11.0M 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. GHMWhat makes a good spine-tingler? Stephen Graham Jones says it's all in the endingNPR
  2. ABTNotable healthcare headlines for the week: Moderna, Roche, and Abbott Laboratories in focusSeeking Alpha
  3. NFLXNetflix lays off 6% of workforce amidst slowing growthNPR
  4. BORRBorr Drilling Limited - Prospector 5 Rig IncidentPR Newswire
  5. NVDANvidia unveils OOI CPO prototype for post-2028 AI needsDigitimes
  6. CRMKey deals this week: Visa, London Stock Exchange, Tradeweb Markets, Salesforce, and moreSeeking Alpha
  7. ACNInsider trades: Blackberry, Accenture and Cleveland-Cliffs among notable namesSeeking Alpha
  8. ZYMEZymeworks early-stage results on ADC show anti-tumor activity in ovarian cancerSeeking Alpha
  9. PFEPfizer sees strong response for pediatric pneumonia vaccine in mid-stage trialSeeking 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

Share card

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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