LYTIR

No. 38

Today's tidings

The largest planned sale: GARCIA ERNEST C. II filed notice to sell $682.9M of CVNA.

  • Members of Congress reported buying at least $13.3M and selling at least $10.2M of government & agency debt (11 members) over the last 90 days.
  • Seven insiders at RAPP bought $22.0M between Oct 21 and Oct 28.
  • The largest executive sale: Jacobs Kevin J, Executive Vice President and Chief Financial Officer of HLT, sold $53.8M on Oct 29.
  • Seeking Alpha: “HNI Corporation Q3 2026 Earnings Preview”

Insiders buying together

The shield wall

  1. RAPP7 of 10 insiders on fileover 7d (Oct 21–Oct 28)$22.0M
  2. BBT6 of 22 insiders on fileover 4d (Oct 26–Oct 30)$274K
  3. STC5 of 7 insiders on fileover 3d (Oct 23–Oct 26)$461K
  4. NPB4 of 5 insiders on fileover 5d (Oct 23–Oct 28)$1.8M
  5. MSM2 of 3 insiders on filesame day Oct 23$29.0M
  6. BPRE2 of 7 insiders on fileover 22d (Oct 5–Oct 27)$25.4M
  7. ACN2 of 20 insiders on filesame day Oct 26$3.2M
  8. TTMI2 of 15 insiders on filesame day Oct 28$1.3M
  9. THRM2 of 4 insiders on filesame day Oct 23$663K
  10. HBAN2 of 27 insiders on fileover 1d (Oct 26–Oct 27)$454K

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. HLTJacobs Kevin J: Executive Vice President and Chief Financial Officer soldOct 29$53.8M
  2. COFFAIRBANK RICHARD D: Chairman and CEO soldOct 27 10b5-1 plan (scheduled)$18.4M
  3. TEMLEFKOFSKY ERIC P: CEO and Chairman soldOct 27 10b5-1 plan (scheduled)$17.6M
  4. DDOGLe-Quoc Alexis: Chief Technology Officer soldOct 28 10b5-1 plan (scheduled)$12.1M
  5. GSSOLOMON DAVID M: Chairman of the Board and CEO soldOct 27$10.9M

SEC Form 4 filings. · Share card

Planned sales

Notice given

  1. CVNAGARCIA ERNEST C. II10,000,000 shares 10% Stockholder filed Oct 30$682.9M
  2. LLYLILLY ENDOWMENT, INC.295,000 shares Shareholder filed Oct 30$405.2M
  3. HLTJacobs Kevin J151,050 shares Officer filed Oct 29$53.8M
  4. KNSAPatel Sanj K553,794 shares Officer filed Oct 30$51.6M
  5. ANETAndreas Bechtolsheim267,892 shares 10% Stockholder filed Oct 30$45.2M
  6. STNGLauro Emanuele234,637 shares Director filed Oct 30$22.3M
  7. WMTKumar Suresh166,342 shares Officer filed Oct 30$20.5M
  8. COFRICHARD D FAIRBANK90,743 shares Officer filed Oct 27$18.4M
  9. TEMEric Lefkofsky250,000 shares Officer filed Oct 27$16.8M
  10. CBGREENBERG EVAN G45,403 shares Officer filed Oct 29$16.4M

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)

  1. government & agency debt (11 members)bought $13.3M · sold $10.2M
  2. stocks (33 members)bought $2.5M · sold $7.6M
  3. unclassified (5 members)bought $5.5M · sold $1.6M

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)
0.38
CPI
336.30
Unemployment
4.20
VIX (Cboe)
19.42

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

Headlines

What the ravens heard

  1. NVDASKHY vs NVDA: valuation, earnings, and risk comparedInvesting.com
  2. CHRDTop oil stocks: Chord Energy and Exxon Mobil comparedInvesting.com
  3. MSFTMETA vs MSFT: capex spending, acceleration, and cash-flow impact comparedInvesting.com
  4. HNIHNI Corporation Q3 2026 Earnings PreviewSeeking Alpha
  5. RYTMRhythm Pharmaceuticals Q3 2026 Earnings PreviewSeeking Alpha
  6. DTILPrecision BioSciences Q3 2026 Earnings PreviewSeeking Alpha
  7. BLMNBloomin' Brands agrees to a stalking horse bid for franchisee's assetsSeeking Alpha
  8. ORCLOracle, Alibaba among market cap stock movers on MondayInvesting.com
  9. KRYSKrystal Biotech falls as data for pipeline programs pushed to 2027Seeking Alpha
  10. ASCArdmore Shipping Q3 2026 Earnings PreviewSeeking Alpha

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

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