LYTIR

No. 36

Today's tidings

Five insiders at BBT bought $264K between Oct 26 and Oct 28.

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. BBT5 of 22 insiders on fileover 2d (Oct 26–Oct 28)$264K
  4. NPB4 of 5 insiders on fileover 5d (Oct 23–Oct 28)$1.8M
  5. CHCO4 of 7 insiders on filesame day Oct 23$68K
  6. BPRE3 of 7 insiders on fileover 26d (Oct 1–Oct 27)$27.7M
  7. RENT3 of 6 insiders on filesame day Oct 21$6.1M
  8. NXG3 of 4 insiders on fileover 4d (Oct 19–Oct 23)$526K
  9. MSM2 of 3 insiders on filesame day Oct 23$29.0M
  10. ACN2 of 20 insiders on filesame day Oct 26$3.2M

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. COFFAIRBANK RICHARD D: Chairman and CEO soldOct 27 10b5-1 plan (scheduled)$18.4M
  2. TEMLEFKOFSKY ERIC P: CEO and Chairman soldOct 27 10b5-1 plan (scheduled)$17.6M
  3. GSSOLOMON DAVID M: Chairman of the Board and CEO soldOct 27$10.9M
  4. CBRSLie Sean: Chief Technology Officer soldOct 27 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. UHALMVS-029 Trust425,196 shares 10% Stockholder filed Oct 26$21.0M
  2. COFRICHARD D FAIRBANK90,743 shares Officer filed Oct 27$18.4M
  3. TEMEric Lefkofsky250,000 shares Officer filed Oct 27$16.8M
  4. DDOGALEXIS T LEQUOC43,224 shares Director filed Oct 28$12.1M
  5. MEDPBURWIG SUSAN E16,060 shares Officer filed Oct 26$10.9M
  6. GSSOLOMON DAVID M12,000 shares Managing Director filed Oct 27$10.7M
  7. PINSPaul Sciarra500,000 shares co-founder filed Oct 27$10.3M
  8. RSANCHEZ ROBERT E26,350 shares Director filed Oct 27$7.4M
  9. BNYRobin Vince50,000 shares CEO filed Oct 26$7.4M
  10. ROIVVenker Eric200,000 shares Officer filed Oct 28$7.3M

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
CPI
336.30
Unemployment
4.20
VIX (Cboe)
17.20

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

Headlines

What the ravens heard

  1. SBUXStarbucks CEO Says Turnaround Is Ahead of ScheduleBloomberg
  2. BENUber Joins HSBC, Franklin Templeton in Blockchain Investing TestBloomberg
  3. BXBlackstone’s QTS, Vantage Vow to Step Up Data Center DisclosuresBloomberg
  4. VSTVistra Corp. stock may move 5.8% on earnings releaseInvesting.com
  5. LRCXWhy is Lam Research stock sliding today?Investing.com
  6. WULFTerawulf stock may move 9.9% on earnings release next weekInvesting.com
  7. NFLXWhy is Netflix stock gaining today?Investing.com
  8. AVGOWhy is Broadcom stock sliding today?Investing.com
  9. SPCXWhy is Space Exploration Technologies stock sliding today?Investing.com
  10. ORCLWhy is Oracle stock sliding today?Investing.com

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

New 13D Stakes

  1. NNOXNano-X Imaging Ltd.: Moalem Moshe8.5% of the shares filed Oct 29
  2. BKUBankUnited, Inc.: HoldCo Opportunities Fund V, L.P.5.0% of the shares filed Oct 28
  3. CPSHCPS Technologies Corp.: Global Value Investment Corporation6.5% of the shares filed Oct 26

filer held this stake on a passive 13G before

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

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

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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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