LYTIR

No. 34

Today's tidings

Five insiders at STC bought $461K between Oct 23 and Oct 26.

  • The largest executive sale: SOLOMON DAVID M, Chairman of the Board and CEO of GS, sold $10.9M on Oct 27.
  • Members of Congress reported buying at least $315K and selling at least $50.2M of private company stakes (6 members) over the last 90 days.
  • A planned sale: Steven I. Sarowitz filed notice to sell $66.0M of PCTY.
  • The New York Times: “FTC Sues Dollar General Amid Growing Consumer Doubts Over Pricing”

Insiders buying together

The shield wall

  1. RAPP6 of 9 insiders on fileover 2d (Oct 21–Oct 23)$1.7M
  2. STC5 of 7 insiders on fileover 3d (Oct 23–Oct 26)$461K
  3. CHCO4 of 7 insiders on filesame day Oct 23$68K
  4. BPRE3 of 7 insiders on fileover 24d (Sep 29–Oct 23)$29.1M
  5. RENT3 of 6 insiders on filesame day Oct 21$6.1M
  6. NPB3 of 4 insiders on fileover 3d (Oct 23–Oct 26)$1.8M
  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. DX3 of 5 insiders on filesame day Oct 20$217K
  10. ANIX3 of 4 insiders on fileover 23d (Sep 30–Oct 23)$61K

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. GSSOLOMON DAVID M: Chairman of the Board and CEO soldOct 27$10.9M
  2. LRCXARCHER TIMOTHY: President and CEO soldOct 23 10b5-1 plan (scheduled)$7.1M
  3. EFXBegor Mark W: CEO soldOct 23 10b5-1 plan (scheduled)$6.9M
  4. PGJejurikar Shailesh: Chairman, President and CEO soldOct 23$5.7M
  5. UTHRROTHBLATT MARTINE A: Chairperson & CEO soldOct 26 10b5-1 plan (scheduled)$5.6M

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. TRVToczydlowski Gregory C34,771 shares Officer filed Oct 22$14.0M
  5. ISRGGUTHART FAMILY TRUST27,139 shares Director filed Oct 23$12.0M
  6. MEDPBURWIG SUSAN E16,060 shares Officer filed Oct 26$10.9M
  7. CRLFOSTER JAMES C24,042 shares Director filed Oct 22$8.4M
  8. BNYRobin Vince50,000 shares CEO filed Oct 26$7.4M
  9. LRCXARCHER TIMOTHY31,400 shares Officer filed Oct 23$7.1M
  10. EFXBegor Mark W37,792 shares Officer filed Oct 23$6.9M

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 (12 members)bought $11.2M · sold $9.7M
  3. stocks (35 members)bought $2.4M · sold $7.6M

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)
0.29
CPI
336.30
Unemployment
4.20
VIX (Cboe)
17.52

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

Headlines

What the ravens heard

  1. RUNSunrun options data suggests 12% stock move on Nov. 4 earningsInvesting.com
  2. HUBSHubSpot options signal 12% move on Nov. 4 earnings reportInvesting.com
  3. COHRCoherent Corp. stock may move 8.5% on Nov. 4 earnings releaseInvesting.com
  4. DASHDoorDash stock may move 9.8% on earnings, options showInvesting.com
  5. FLUTFlutter Entertainment options signal 9.5% move on earningsInvesting.com
  6. EMREmerson Electric options signal 4.9% move on earningsInvesting.com
  7. DGFTC Sues Dollar General Amid Growing Consumer Doubts Over PricingThe New York Times
  8. CNXCNX Resources Q3 2026 Earnings PreviewSeeking Alpha
  9. IDCCInterDigital Q3 2026 Earnings PreviewSeeking Alpha
  10. FTAIFTAI Aviation Q3 2026 Earnings PreviewSeeking Alpha

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

Share card

Trades Reported After 45 Days

STOCK Act: Trades Reported After 45 Days

Jodey Arrington (TX19): House: 1 trade reported 474 days after the trade · filed 2026-10-27

Laurel Lee (R-FL15): House: 1 trade reported 53 days after the trade · filed 2026-10-16

Share card