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On 07/23/2025 Lennox International (LII) Executive Vice President & Chief HR Officer Daniel M. Sessa filed a Form 4 reporting the open-market sale of 2,782 common shares in 17 small lots priced between $658.61 and $687.63. The largest block鈥�2,143 shares鈥攚as executed at $670.00. Following the transactions, Sessa鈥檚 direct ownership fell from roughly 34.3 k to 31,574 shares, an estimated 8 % reduction of his stake; no derivative securities were involved. The filing makes no reference to a 10b5-1 trading plan or special circumstance, indicating discretionary sales. Although the executive retains a substantial position, consecutive sales within a tight price band can be viewed by investors as a modestly negative insider-sentiment signal.

Dream Finders Homes, Inc. (DFH) has filed a Form 144 indicating that the William Radford Lovett II GST Exempt Trust intends to sell 50,076 Class A common shares through Charles Schwab on or after 24 Jul 2025. Based on the filing鈥檚 stated value, the shares are worth roughly $1.40 million. With 35.83 million DFH shares outstanding, the proposed sale represents approximately 0.14 % of the float.

The same trust has already disposed of an aggregate 200,000 DFH shares between 2 Jul 2025 and 22 Jul 2025, generating total gross proceeds of about $5.45 million. All transactions involved Class A common stock and were executed on the NYSE.

While a Form 144 filing does not mandate completion of the trade, continued insider selling after recent sizable dispositions may signal reduced insider conviction and could exert short-term supply pressure on DFH shares.

UiPath, Inc. (PATH) 鈥� Form 144 filing

ICE Vulcan Holding Limited, which originally received founder shares on 04/21/2021, has notified the SEC of its intent to sell up to 1,000,000 Class A common shares through Morgan Stanley Smith Barney on or after 07/23/2025. At the filing鈥檚 reference price of $12.59, the block is valued at $12.59 million and equals roughly 0.22 % of UiPath鈥檚 457.6 million shares outstanding.

The notice also details an active Rule 10b5-1 program: over the past three months the same holder executed 鈮�1.97 million share sales across 45 transactions, generating about $27.8 million in gross proceeds. No operating or financial metrics are provided; the signatory attests that no undisclosed material information exists.

While the proposed sale is modest relative to the float, continuing insider distribution may add incremental supply pressure and warrants monitoring by investors.

Q2 2025 snapshot: Baker Hughes (BKR) reported revenue of $6.91 bn, down 3.2% YoY as lower Oilfield Services & Equipment (OFSE) activity offset 5% growth in Industrial & Energy Technology (IET). Aggressive cost control lifted profitability: net income climbed 21% to $701 m and diluted EPS rose 22% to $0.71. Segment EBITDA margin expanded 80 bp to 18.3%.

Cash & balance sheet: Operating cash flow improved 7.7% to $1.22 bn and, after $0.60 bn capex, produced roughly $0.62 bn free cash flow. Cash ended at $3.09 bn versus $6.03 bn gross debt; the $3 bn revolver remains undrawn. Shareholder returns totalled $652 m in Q2 and $840 m year-to-date via dividends ($456 m) and buybacks ($384 m, 9.8 m shares).

Strategic moves: A $540 m agreement to acquire Continental Disc will deepen pressure-management offerings (close expected Q3). Two businesses were classified as held-for-sale: Precision Sensors & Instrumentation ($1.15 bn cash sale) and Surface Pressure Control (JV, $345 m cash plus 35% stake). Remaining performance-obligation backlog stands at $34 bn, providing multi-year visibility.

Outlook & policy: Management anticipates subdued 2025 upstream spending but solid LNG demand. The newly enacted OBBBA keeps the U.S. statutory tax rate at 21% and eases interest-expense limits; full earnings impact is under review.

Lennox International (LII) reported solid top-line and profit growth for Q2 2025. Net sales rose 3.4% YoY to $1.50 bn, driven by 11% favorable price/mix that more than offset an 8% volume decline. Gross margin expanded 120 bps to 34.8%, lifting operating income 10.6% to $354 m. Net income advanced 12.9% to $277.6 m, and diluted EPS increased to $7.82 from $6.87.

Segment detail: Home Comfort Solutions sales grew 3% and profit 12% (25.3% ROS). Building Climate Solutions sales gained 5% with profit up 7% (24.9% ROS). Six-month sales reached $2.57 bn (+3%) and net income $397.9 m (+7.5%).

Cash flow & balance sheet: Operating cash flow fell to $51 m (vs. $161 m) on higher working-capital needs; inventories jumped $297 m. Cash declined to $49 m from $415 m after $295 m of share repurchases, $82 m dividends and $54 m capex. Total debt stands at $1.18 bn; $300 m notes mature Aug-2025, partly offset by a new $1.0 bn revolver extended to May-2030. Shareholder equity improved to $900 m (+6%).

Outlook signals: Management expects further pricing gains to offset tariff-driven cost inflation while acknowledging possible volume softness. A new $1 bn buyback authorization leaves $1.20 bn available for future repurchases.

On 14 July 2025, Central Pacific Financial Corp. (CPF) director Agnes Catherine Ngo filed a Form 4 reporting the sale of 3,333 common shares at a weighted-average price of $29.2002 per share. The transaction was executed pursuant to a Rule 10b5-1 trading plan adopted on 3 February 2025, meaning the director exercised no discretion over trade timing. Following the sale, the Hines & >Ngo 2000 Family Trust鈥攖hrough which the trade was executed鈥攐wns 68,792 shares. Ngo maintains numerous additional direct and indirect positions (RSU, PSU, foundation, and IRA accounts) that were unchanged in this filing, and no derivative security transactions were reported.

Form 4 filing overview 鈥� Lennox International Inc. (LII)

Director John W. Norris III reported the sale of 3,190 shares of Lennox International common stock on 10 July 2025, executed in three separate transactions:

• 1,550 shares at a weighted-average price of $613.1277
• 1,350 shares at a weighted-average price of $614.1276
• 290 shares at a weighted-average price of $615.0069

Following the sales, his direct ownership declined from roughly 204,096 to 200,906 shares, a reduction of about 1.6 % of his directly held position. He continues to maintain substantial indirect exposure through multiple family trusts and a limited partnership, totaling more than 2.9 million additional shares.

No derivative securities were reported, and the filing does not reference any 10b5-1 trading plan. All weighted-average prices include narrow intraday price ranges, and the filer undertakes to supply detailed execution data upon request.

The reported activity represents routine insider selling of a small fraction of the director鈥檚 aggregate holdings; nonetheless, any insider disposition can be interpreted by investors as a modestly negative sentiment signal, especially when executed near all-time-high share prices in the low-$600 range.

Sequans Communications S.A. (NYSE: SQNS) has filed a Form 144 notice for the proposed sale of restricted securities. The filer intends to sell 13,000 American Depositary Shares (ADS) through Morgan Stanley Smith Barney LLC on or about 10 July 2025. At the filing date, the aggregate market value of the planned sale is $26,910, implying a price of roughly $2.07 per ADS. The ADSs to be sold represent approximately 0.05 % of the company鈥檚 25.39 million shares outstanding, indicating a small, non-dilutive transaction. No additional share sales were reported by the filer during the past three months, and the securities were originally acquired on 31 December 2021 via a private transaction with the issuer. The Form 144 contains the standard representation that the filer is not in possession of undisclosed material adverse information.

The filing is a routine disclosure required under SEC Rule 144 when an affiliate or insider plans to sell restricted or control securities. Given the limited share count and modest dollar value, the transaction is unlikely to materially affect SQNS鈥檚 float or trading liquidity but may offer a minor directional signal about the seller鈥檚 intentions.