LYTIR

No. 41

Today's tidings

Six insiders at UPBD bought $1.2M between Nov 2 and Nov 3.

Insiders buying together

The shield wall

  1. UPBD6 of 9 insiders on fileover 1d (Nov 2–Nov 3)$1.2M
  2. BBT6 of 22 insiders on fileover 4d (Oct 26–Oct 30)$274K
  3. NPB4 of 5 insiders on fileover 5d (Oct 23–Oct 28)$1.8M
  4. AN3 of 5 insiders on fileover 1d (Nov 2–Nov 3)$1.4M
  5. TRTX3 of 9 insiders on filesame day Oct 30$299K
  6. OCFC3 of 5 insiders on fileover 4d (Oct 30–Nov 3)$278K
  7. STRZ3 of 14 insiders on filesame day Nov 2$177K
  8. FFIN3 of 14 insiders on fileover 7d (Oct 23–Oct 30)$140K
  9. ROL2 of 5 insiders on filesame day Oct 29$99.9M
  10. PAM2 of 4 insiders on fileover 20d (Oct 15–Nov 4)$35.3M

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. AXPSeeger Laureen: Chief Legal Officer soldNov 2$22.9M
  3. STNGLauro Emanuele: CEO soldOct 30$21.8M
  4. FTNTXie Ken: President & CEO soldNov 2 10b5-1 plan (scheduled)$20.9M
  5. KNSAPatel Sanj K: CHAIRMAN & CEO soldNov 3 10b5-1 plan (scheduled)$20.5M

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. PFGCSachem Head Capital Management LP1,500,000 shares Affiliate of Former Director filed Nov 3$151.3M
  4. ILMNCorvex Management LP369,501 shares Affiliate of Director (1) filed Nov 3$87.2M
  5. UTHRMARTINE ROTHBLATT119,410 shares Director filed Nov 2$71.5M
  6. APHRICHARD ADAM NORWITT799,576 shares Officer filed Nov 2$65.9M
  7. RYZRYPS, LLC1,924,478 shares Stockholder filed Nov 3$59.4M
  8. KNSAPatel Sanj K553,794 shares Officer filed Oct 30$51.6M
  9. HKLP 2006-N3 Family Trust250,000 shares Affiliate filed Nov 2$46.5M
  10. LINWhite Matthew J86,833 shares Officer filed Nov 4$45.3M

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. government & agency debt (12 members)bought $12.1M · sold $9.9M
  2. stocks (33 members)bought $2.2M · sold $7.4M
  3. unclassified (4 members)bought $5.9M · sold $2.0M

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)
16.61

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

Headlines

What the ravens heard

  1. SNDKMicron, Sandisk and other AI stocks are falling hard: ‘Investors don’t like uncertainty’MarketWatch
  2. EFXEquifax Board of Directors Declares Quarterly DividendPR Newswire
  3. KEELWhy is Keel Infrastructure stock collapsing today?Investing.com
  4. PLTRWhy is Palantir Technologies stock plummeting today?Investing.com
  5. MSFTIREN stock plunges 18% as Microsoft raises concerns over data center delaysInvesting.com
  6. SPCXWhy is Space Exploration Technologies stock dropping today?Investing.com
  7. COPConocoPhillips beats estimates on higher oil prices, raises dividendInvesting.com
  8. MUWhy is Micron Technology stock plunging today?Investing.com
  9. BEWhy is Bloom Energy stock tumbling today?Investing.com
  10. IVZWhy is Invesco QQQ Trust ETF sliding today?Investing.com

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

New 13D Stakes

  1. VVRInvesco Senior Income Trust: Saba Capital Management, L.P.5.2% of the shares filed Nov 4
  2. MSGRMSG Rangers Corp.: James L. Dolan13.2% of the shares filed Nov 2
  3. NNOXNano-X Imaging Ltd.: Moalem Moshe8.5% of the shares filed Oct 29

filer's 13Ds on 19 other companies since June 2026

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

filer held this stake on a passive 13G before

Share card

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

Share card