LYTIR

No. 39

Today's tidings

An executive sale: Lauro Emanuele, CEO of STNG, sold $21.8M on Oct 30.

Insiders buying together

The shield wall

  1. BBT6 of 22 insiders on fileover 4d (Oct 26–Oct 30)$274K
  2. STC5 of 7 insiders on fileover 3d (Oct 23–Oct 26)$461K
  3. NPB4 of 5 insiders on fileover 5d (Oct 23–Oct 28)$1.8M
  4. ROL2 of 5 insiders on filesame day Oct 29$99.9M
  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. HBAN2 of 27 insiders on fileover 1d (Oct 26–Oct 27)$454K
  10. PDI2 of 4 insiders on fileover 17d (Oct 6–Oct 23)$331K

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. STNGLauro Emanuele: CEO soldOct 30$21.8M
  3. DDOGLe-Quoc Alexis: Chief Technology Officer soldOct 28 10b5-1 plan (scheduled)$12.1M
  4. EATHochman Kevin: Pres. & CEO soldOct 29 10b5-1 plan (scheduled)$8.8M
  5. FDXBrightman Tracy B: EVP - Chief People Officer soldOct 30$8.4M

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. UTHRMARTINE ROTHBLATT119,410 shares Director filed Nov 2$71.5M
  4. APHRICHARD ADAM NORWITT799,576 shares Officer filed Nov 2$65.9M
  5. HLTJacobs Kevin J151,050 shares Officer filed Oct 29$53.8M
  6. KNSAPatel Sanj K553,794 shares Officer filed Oct 30$51.6M
  7. HKLP 2006-N3 Family Trust250,000 shares Affiliate filed Nov 2$46.5M
  8. ANETAndreas Bechtolsheim267,892 shares 10% Stockholder filed Oct 30$45.2M
  9. BROSDM TRUST AGGREGATOR, LLC627,692 shares 10% Stockholder filed Nov 2$26.9M
  10. MORNMansueto Joseph D100,000 shares Officer filed Nov 2$23.3M

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)

  1. private company stakes (4 members)bought $50K · sold $50.2M
  2. government & agency debt (11 members)bought $13.3M · sold $10.1M
  3. stocks (33 members)bought $2.3M · sold $7.5M

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)
21.15

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

Headlines

What the ravens heard

  1. SHCWhy is Sotera Health stock sliding today?Investing.com
  2. OUSTOuster GAAP EPS of -$0.20 beats by $0.04, revenue of $59M beats by $2.73MSeeking Alpha
  3. TREELENDINGTREE REPORTS THIRD QUARTER 2026 RESULTSPR Newswire
  4. ASIXAdvanSix Q3 2026 Earnings PreviewSeeking Alpha
  5. FISVFiserv jumps 12% after Q3 beatSeeking Alpha
  6. ALABAstera Labs Non-GAAP EPS of $1.32 beats by $0.13, revenue of $584.9M beats by $34.1MSeeking Alpha
  7. CSCOCisco Schedules Conference Call for Q1 Fiscal Year 2027 Financial ResultsPR Newswire
  8. QDELQuidelOrtho Reports Third Quarter 2026 Financial ResultsPR Newswire
  9. DRHDIAMONDROCK HOSPITALITY COMPANY REPORTS THIRD QUARTER 2026 RESULTSPR Newswire
  10. AIOTPowerfleet Sets Second Quarter Fiscal 2027 Conference Call for Monday, November 9, 2026, at 8:30 a.m. ETPR Newswire

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

filer held this stake on a passive 13G before

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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