Michelle Leder

$META out with its proxy tonight and there's some weird things in it. They spent over $200K last year on "facilities improvements at the company’s property in 2024 to facilitate efficient travel." What is this, pneumatic tubes so he can go from desk to plane without using his two

Just a friendly reminder that tomorrow is one of those weird days where markets are closed, but the SEC is open. I'm expecting companies to back up the truck with 💩later today to take advantage of the 3-day trading break!

The FDA has updated numbers for adverse events for $ZTS Librela through March 31 and they're pretty damning. There's been a nearly 40% increase in the number of dogs that had to be euthanized from 4thQ 2024. One of them was mine! https://t.co/Ehyfuq586h

A few months ago, someone told me a good hack for reading scanned images in SEC filings to compare changes. Can't remember which AI was best at that. Can someone remind me?

The SEC could get to the bottom of this in a heartbeat if they wanted/were allowed to. But I think a lot of the staffers at their data intelligence unit have left!

Quantіan @quantian1

This is by far the most sophisticated bit of insider trading I’ve seen from the admin. Nice and short dated for the juice, just far enough OTM to get gamma, waited until IV was nice and cheap, plausibly deniable since it’s on an index, giant size. A professional did this.

Important 8-K from $NVDA that says the USG license requirement "will be in effect for the indefinite future". Company says it will take $5.5 billion charge for the first quarter. Filed at 5:22 pm. https://t.co/94zYNs1aFC

Kind of amazing that $SIRI paid former CTO Joseph Inzerillio over $3m in severance when he left in December and 3 months later, he lands a top gig at $CRM as Chief Digital Officer. Nice work if you can get it!

So director resignation letters are very rare. But when I do find one, I can't think of a single one that was redacted, let alone as heavily redacted as this. Something not adding up here. Did $HOG do the redacting and if so, under what authority?

Edwin Dorsey @StockJabber

Any ideas on how I can get the unredacted letter? @direports @footnoted https://t.co/mqTe30sbO0

Odds of $WW getting back above a buck of share in the next 180 days to maintain listing on @NasdaqExchange? Am thinking pretty slim. #fridaynightdump https://t.co/K9Pgu4ZTs2

If @Zoetis really had such confidence in Librela, why would they register the domain name "https://t.co/MhX9HhR6fv?" Clearly, they didn't want someone else to take that name. Was registered in Sept. 2024 months before FDA "Dear Vet" letter went out. https://t.co/KIlQsghAd3

Up until the 4th quarter of this year, @Zoetis was touting this as their next billion dollar drug. But sales of Librela have started to slow as the horror stories continue to mount. And they haven't been very forthcoming in their SEC filings about the growing controversy, which

Had to put my beloved dog, Max, down yesterday thanks to the folks @Zoetis. We gave Max one shot of their so-called miracle drug Librela to "get back to play" around Thanksgiving. Ten days later he had the first seizure. A few weeks after that, a second one. This was before https://t.co/UZ3rbTAiuP

Serious question: anyone know why the font has changed on EDGAR company search page in the classic version?

Did this fun story for Slate based on my year living in Paris. Big difference in how French folks spend money. https://t.co/cCweFm75ro

From the Monday morning dump: an 8K about a two-word tweet by $LMND co-founder @shai_wininger. https://t.co/XQwEwEGvM5