LYTIR

No. 44

Today's tidings

Three insiders at PAM bought $38.0M between Oct 15 and Nov 4.

  • The largest executive sale: Squeri Stephen J, Chairman and CEO of AXP, sold $99.4M on Nov 4.
  • The largest planned sale: STRYKER RONDA E filed notice to sell $186.8M of SYK.
  • Members of Congress reported buying at least $5.6M and selling at least $2.0M of unclassified (4 members) over the last 90 days.
  • Seeking Alpha: “Cannae Holdings Q3 2026 Earnings Preview”

Insiders buying together

The shield wall

  1. UPBD7 of 10 insiders on fileover 1d (Nov 2–Nov 3)$1.3M
  2. PAM3 of 4 insiders on fileover 20d (Oct 15–Nov 4)$38.0M
  3. AN3 of 5 insiders on fileover 1d (Nov 2–Nov 3)$1.4M
  4. LKQ3 of 12 insiders on fileover 5d (Oct 30–Nov 4)$793K
  5. LBRT3 of 5 insiders on fileover 8d (Oct 26–Nov 3)$646K
  6. TRTX3 of 9 insiders on filesame day Oct 30$299K
  7. OCFC3 of 5 insiders on fileover 4d (Oct 30–Nov 3)$278K
  8. STRZ3 of 14 insiders on filesame day Nov 2$177K
  9. FFIN3 of 14 insiders on fileover 7d (Oct 23–Oct 30)$140K
  10. ROL2 of 5 insiders on filesame day Oct 29$99.9M

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. AXPSqueri Stephen J: Chairman and CEO soldNov 4$99.4M
  2. APHNORWITT RICHARD ADAM: President & CEO soldNov 2$65.9M
  3. LINWhite Matthew J: Chief Financial Officer soldNov 4$45.3M
  4. MARCapuano Anthony: President & CEO soldNov 4$26.6M
  5. SNBarrocas Mark: Chief Executive Officer soldNov 6$25.0M

SEC Form 4 filings. · Share card

Planned sales

Notice given

  1. SYKSTRYKER RONDA E550,000 shares Director filed Nov 5$186.8M
  2. RCLAWILHELMSEN AS500,000 shares Director filed Nov 4$166.5M
  3. PFGCSachem Head Capital Management LP1,500,000 shares Affiliate of Former Director filed Nov 3$151.3M
  4. AXPSTEPHEN J SQUERI299,401 shares Officer filed Nov 4$99.4M
  5. ILMNCorvex Management LP369,501 shares Affiliate of Director (1) filed Nov 3$87.2M
  6. MAXWM Hinson (Bermuda) Ltd.5,500,391 shares 10% Owner filed Nov 4$83.3M
  7. UTHRMARTINE ROTHBLATT119,410 shares Director filed Nov 2$71.5M
  8. APHRICHARD ADAM NORWITT799,576 shares Officer filed Nov 2$65.9M
  9. RYZRYPS, LLC1,924,478 shares Stockholder filed Nov 3$59.4M
  10. HKLP 2006-N3 Family Trust250,000 shares Affiliate filed Nov 2$46.5M

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 $11.9M · sold $10.0M
  2. stocks (34 members)bought $1.9M · sold $7.4M
  3. unclassified (4 members)bought $5.6M · 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)
0.35
CPI
336.30
Unemployment
4.10
VIX (Cboe)
28.18

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

Headlines

What the ravens heard

  1. JNJJohnson & Johnson reports 73% PSA response rate with investigational pasritamig-based immunotherapy combination in advanced prostate cancerPR Newswire
  2. CNNECannae Holdings Q3 2026 Earnings PreviewSeeking Alpha
  3. DFDVQuant snapshot: Aveanna Healthcare and Fossil lead top-rated names, as KBC Group and DeFi Development lagSeeking Alpha
  4. CVSNotable healthcare headlines for the week: Moderna, Pfizer, and CVS Health in focusSeeking Alpha
  5. CRWVCoreWeave reaches out to Texas governor-elect on data centersSeeking Alpha
  6. CRWVCoreWeave seeks truce with Texas Governor-elect HinojosaInvesting.com
  7. NVDANvidia CEO was romantically involved with alleged Chinese spy, U.S. memo says: FTSeeking Alpha
  8. NVDABulls vs. Bears: NVIDIA sparks valuation debate as stock nears six-month lowSeeking Alpha
  9. BRTBRT Apartments GAAP EPS of -$0.23, revenue of $24.7MSeeking Alpha
  10. PODCPodcastOne reports resultsSeeking Alpha

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

New 13D Stakes

  1. VISMVISIUM TECHNOLOGIES, INC.: Dr. Bo Niclas Adler48.8% of the shares filed Nov 6
  2. XYFX Financial: Mangrove Coast Investment Limited48.0% of the shares filed Nov 6
  3. BBTXBambusa Therapeutics, Inc.: RA Capital Management, L.P.14.6% of the shares filed Nov 6
  4. ASPEAspen Neuroscience, Inc.: ORBIMED ADVISORS LLC12.3% of the shares filed Nov 6
  5. PRSOPeraso Inc.: Nant Capital, LLC20.0% of the shares filed Nov 4
  6. VVRInvesco Senior Income Trust: Saba Capital Management, L.P.5.2% of the shares filed Nov 4
  7. MSGRMSG Rangers Corp.: James L. Dolan13.2% of the shares filed Nov 2

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

Item 4: delivered a letter or proposal to the company

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

filer's 13Ds on 11 other companies since June 2026

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

filer's 13Ds on 19 other companies 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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