LYTIR

No. 35

Today's tidings

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

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. BBT4 of 22 insiders on fileover 2d (Oct 26–Oct 28)$167K
  4. CHCO4 of 7 insiders on filesame day Oct 23$68K
  5. BPRE3 of 7 insiders on fileover 27d (Sep 30–Oct 27)$29.6M
  6. RENT3 of 6 insiders on filesame day Oct 21$6.1M
  7. NPB3 of 4 insiders on fileover 3d (Oct 23–Oct 26)$1.8M
  8. NXG3 of 4 insiders on fileover 4d (Oct 19–Oct 23)$526K
  9. AGMB3 of 3 insiders on fileover 16d (Oct 5–Oct 21)$400K
  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. CBRSLie Sean: Chief Technology Officer soldOct 27 10b5-1 plan (scheduled)$6.9M
  4. EFXBegor Mark W: CEO soldOct 23 10b5-1 plan (scheduled)$6.9M
  5. BNYVince Robin A.: Chairman & CEO soldOct 26$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. UHALMVS-029 Trust425,196 shares 10% Stockholder filed Oct 26$21.0M
  5. COFRICHARD D FAIRBANK90,743 shares Officer filed Oct 27$18.4M
  6. TEMEric Lefkofsky250,000 shares Officer filed Oct 27$16.8M
  7. DDOGALEXIS T LEQUOC43,224 shares Director filed Oct 28$12.1M
  8. ISRGGUTHART FAMILY TRUST27,139 shares Director filed Oct 23$12.0M
  9. MEDPBURWIG SUSAN E16,060 shares Officer filed Oct 26$10.9M
  10. GSSOLOMON DAVID M12,000 shares Managing Director filed Oct 27$10.7M

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 $13.3M vs $10.8M (11 members), stocks $2.9M vs $7.6M (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)
0.38
CPI
336.30
Unemployment
4.20
VIX (Cboe)
16.91

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

Headlines

What the ravens heard

  1. NVDANvidia CEO Huang caught up in reported Chinese spy probe as AI stocks slideInvesting.com
  2. MDLNMedline exits bed market after two deaths linked to safety risksInvesting.com
  3. BLDRBuilders FirstSource outlines 2026 net sales of $14.2B-$14.6B as it targets $400M-$450M free cash flowSeeking Alpha
  4. INCYIncyte signals $5.21B-$5.30B 2026 net sales outlook as Opzelura guidance rises to $1.10B-$1.12BSeeking Alpha
  5. GOOGLSA Asks: Is Alphabet's stock a buy after the sell-off?Seeking Alpha
  6. GOOGLAlphabet’s stock just triggered a ‘death cross.’ Could the worst of the selloff be over?MarketWatch
  7. MSOrmat, Fervo started with Overweight ratings at Morgan Stanley in geothermal 'shale revolution'Seeking Alpha
  8. DASHDoorDash’s Instacart deal may draw FTC scrutiny amid cost-of-living concernsInvesting.com
  9. LNGWhy is Cheniere Energy stock surging today?Investing.com
  10. TTWhy is Trane Technologies stock sliding today?Investing.com

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

New 13D Stakes

  1. BKUBankUnited, Inc.: HoldCo Opportunities Fund V, L.P.5.0% of the shares filed Oct 28
  2. CPSHCPS Technologies Corp.: Global Value Investment Corporation6.5% of the shares filed Oct 26
  3. MATMATTEL INC /DE/: EdgePoint Investment Group Inc.17.7% of the shares filed Oct 22

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

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

Item 4: demanded a special meeting

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Trades Reported After 45 Days

STOCK Act: Trades Reported After 45 Days

Jodey Arrington (R-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

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