LYTIR

No. 32

Today's tidings

Six insiders at RAPP bought $1.7M between Oct 21 and Oct 23.

  • An executive sale: Hyman Jonathan, Chief Technology Officer of BRZE, sold $12.9M on Oct 20, under a pre-arranged 10b5-1 plan.
  • The largest planned sale: Bentley Raymond B. filed notice to sell $67.5M of BSY.
  • Seeking Alpha: “Vylor Inc. declares $0.13 dividend”

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. BSYBentley Raymond B.1,500,000 shares Director filed Oct 23$67.5M
  2. PCTYSteven I. Sarowitz390,000 shares Director filed Oct 23$66.0M
  3. KSPIFINTECH PARTNERS LTD545,000 shares Affiliate filed Oct 23$49.3M
  4. STOKEDWARD KAYE1,496,042 shares Former Affiliate filed Oct 21$38.4M
  5. TRVSchnitzer Alan D88,900 shares Officer filed Oct 21$35.3M
  6. PAYXGOLISANO B THOMAS295,857 shares 10% Shareholder filed Oct 21$32.7M
  7. SNOWDageville Benoit50,000 shares Officer filed Oct 21$16.1M
  8. TRVToczydlowski Gregory C34,771 shares Officer filed Oct 22$14.0M
  9. ISRGGUTHART FAMILY TRUST27,139 shares Director filed Oct 23$12.0M
  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 $11.0M vs $11.0M (11 members), stocks $2.4M vs $6.1M (33 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)
19.45

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

Headlines

What the ravens heard

  1. FRHCFreedom Holding Corp. Advances AI Infrastructure Development in KazakhstanPR Newswire
  2. FTKFlotek Industries, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - FTKPR Newswire
  3. VYLRVylor Inc. declares $0.13 dividendSeeking Alpha
  4. HUBBHubbell Q3 2026 Earnings PreviewSeeking Alpha
  5. RNGRingCentral declares $0.125 dividendSeeking Alpha
  6. JAKKJAKKS Pacific declares $0.25 dividendSeeking Alpha
  7. MRPMillrose Properties Q3 2026 Earnings PreviewSeeking Alpha
  8. MTBM&T Bank and Wilmington Trust Name Brian Green New Chief Investment OfficerPR Newswire
  9. CLSWhy is Celestica stock rallying today?Investing.com
  10. CIFRCipher Digital stock may move 15% 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

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

Share card