LYTIR

No. 33

Today's tidings

An executive sale: ARCHER TIMOTHY, President and CEO of LRCX, sold $7.1M on Oct 23, under a pre-arranged 10b5-1 plan.

Insiders buying together

The shield wall

  1. RAPP6 of 9 insiders on fileover 2d (Oct 21–Oct 23)$1.7M
  2. CHCO4 of 7 insiders on filesame day Oct 23$68K
  3. BPRE3 of 7 insiders on fileover 25d (Sep 28–Oct 23)$30.8M
  4. RENT3 of 6 insiders on filesame day Oct 21$6.1M
  5. NXG3 of 4 insiders on fileover 4d (Oct 19–Oct 23)$526K
  6. AGMB3 of 3 insiders on fileover 16d (Oct 5–Oct 21)$400K
  7. STC3 of 5 insiders on filesame day Oct 23$284K
  8. DX3 of 5 insiders on filesame day Oct 20$217K
  9. ANIX3 of 4 insiders on fileover 23d (Sep 30–Oct 23)$61K
  10. THRM2 of 4 insiders on filesame day Oct 23$663K

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. LRCXARCHER TIMOTHY: President and CEO soldOct 23 10b5-1 plan (scheduled)$7.1M
  3. TRVOLIVO MARIA: EVP, ERM & Chief Risk Officer soldOct 21$6.0M
  4. PGJejurikar Shailesh: Chairman, President and CEO soldOct 23$5.7M
  5. UTHRROTHBLATT MARTINE A: Chairperson & CEO soldOct 22 10b5-1 plan (scheduled)$5.5M

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. CRLFOSTER JAMES C24,042 shares Director filed Oct 22$8.4M

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)
0.32
CPI
336.30
Unemployment
4.20
VIX (Cboe)
18.39

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

Headlines

What the ravens heard

  1. HRIHerc Holdings jumps as earnings beat estimates, outlook risesSeeking Alpha
  2. AVGOHow Broadcom’s stock can surge and overcome ‘the biggest dislocation in the market’MarketWatch
  3. BYDS&P revises Boyd Gaming outlook to positive on balance sheet disciplineInvesting.com
  4. SPCXWhy is Space Exploration Technologies stock rallying today?Investing.com
  5. ABTAbbott downgraded at Argus on guidance cutSeeking Alpha
  6. MSFTMicrosoft earnings will look funky — but an elusive number is finally arrivingMarketWatch
  7. FTNTFortinet Q3 2026 earnings preview: Estimate revisions see upward momentSeeking Alpha
  8. SMCISuper Micro Computer options signal 11% post-earnings moveInvesting.com
  9. UPSTUpstart Holdings options signal 12% move on Nov. 3 earningsInvesting.com
  10. SWKSSkyworks Solutions options signal 7.8% move on Nov. 3 earningsInvesting.com

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

New 13D Stakes

  1. CPSHCPS Technologies Corp.: Global Value Investment Corporation6.5% of the shares filed Oct 26
  2. MATMATTEL INC /DE/: EdgePoint Investment Group Inc.17.7% of the shares filed Oct 22
  3. IONDIonic Digital Inc.: Sachem Head Capital Management LP10.0% of the shares filed Oct 21
  4. ICONIcon Energy Corp.: Hampton Financial Corp.9.0% of the shares filed Oct 21
  5. BGXBlackstone Long-Short Credit Income Fund: Saba Capital Management, L.P.5.9% of the shares filed Oct 21

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

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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