LYTIR

No. 40

Today's tidings

The largest executive sale: NORWITT RICHARD ADAM, President & CEO of APH, sold $65.9M on Nov 2.

Insiders buying together

The shield wall

  1. BBT6 of 22 insiders on fileover 4d (Oct 26–Oct 30)$274K
  2. NPB4 of 5 insiders on fileover 5d (Oct 23–Oct 28)$1.8M
  3. TRTX3 of 9 insiders on filesame day Oct 30$299K
  4. OCFC3 of 5 insiders on fileover 4d (Oct 30–Nov 3)$278K
  5. STRZ3 of 14 insiders on filesame day Nov 2$177K
  6. FFIN3 of 14 insiders on fileover 7d (Oct 23–Oct 30)$140K
  7. ROL2 of 5 insiders on filesame day Oct 29$99.9M
  8. BPRE2 of 7 insiders on fileover 21d (Oct 6–Oct 27)$24.2M
  9. ACN2 of 20 insiders on filesame day Oct 26$3.2M
  10. BA2 of 7 insiders on filesame day Oct 30$1.5M

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. APHNORWITT RICHARD ADAM: President & CEO soldNov 2$65.9M
  2. HLTJacobs Kevin J: Executive Vice President and Chief Financial Officer soldOct 29$53.8M
  3. AXPSeeger Laureen: Chief Legal Officer soldNov 2$22.9M
  4. STNGLauro Emanuele: CEO soldOct 30$21.8M
  5. FTNTXie Ken: President & CEO soldNov 2 10b5-1 plan (scheduled)$20.9M

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. 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 $50.1M
  2. government & agency debt (12 members)bought $12.4M · sold $9.9M
  3. stocks (33 members)bought $2.2M · 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)
0.34
CPI
336.30
Unemployment
4.20
VIX (Cboe)
20.83

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

Headlines

What the ravens heard

  1. LMTWhy is Lockheed Martin stock sliding today?Investing.com
  2. GDWhy is General Dynamics stock sliding today?Investing.com
  3. BXBlackstone, Saudi fund back Dubai firm’s $529 million IPO - BloombergInvesting.com
  4. SOSouthern Co Q3 2026 earnings preview: Analysts see case for results growthSeeking Alpha
  5. VNTVontier Q3 2026 Earnings PreviewSeeking Alpha
  6. DOCUDocusign Named a Leader in the 2026-2027 IDC MarketScape for Worldwide Contract Life-Cycle Management Software for Corporate LegalPR Newswire
  7. VGNTVersigent PLC Non-GAAP EPS of $1.91, revenue of $2.45BSeeking Alpha
  8. NSITInsight Enterprises Q3 2026 Earnings PreviewSeeking Alpha
  9. LFSTLifeStance Health Group Q3 2026 Earnings PreviewSeeking Alpha
  10. ADVAdvantage Solutions GAAP EPS of -$1.96, revenue of $913.7MSeeking Alpha

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

New 13D Stakes

  1. MSGRMSG Rangers Corp.: James L. Dolan13.2% of the shares filed Nov 2
  2. NNOXNano-X Imaging Ltd.: Moalem Moshe8.5% of the shares filed Oct 29
  3. BKUBankUnited, Inc.: HoldCo Opportunities Fund V, L.P.5.0% of the shares filed Oct 28

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

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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