Alex Rivera
Breaking News Editor
Breaking News Editor at 13F Insight. First to report on major SEC filings, institutional moves, and regulatory developments.
A note from Alex
Hey, I'm Alex. I spent three and a half years at Bloomberg writing breaking-news pieces about the kind of trades that move tickers in after-hours, and what I learned is that the news cycle moves a lot faster than the explanations do.
That's the gap I'm here to close. When a major insider files a Form 4 at 4:31pm, you should know about it by 5:00 — not in tomorrow's morning newsletter. And you should know what's actually new about it, not just that it happened.
I'll keep my pieces short, my numbers exact, and my opinions out of the lede. If something I wrote ages badly, I'll say so on the record.
Articles by Alex Rivera (827)
- Research
Soroban Q1 2026: 45.44% Microsoft Bet
Soroban Capital Partners LP's Q1 2026 13F shows a $51.80B reported book dominated by MSFT, META, and AMZN.
- News
Balu Balakrishnan POWI Sale Nears $24M
Power Integrations founder-era leader Balu Balakrishnan sold $24.2 million of POWI shares in May, just as investors were repricing the high-voltage semiconductor story around industrial, EV and data-center demand.
- News
Michael Hsing MPWR Sale Tests AI Rally
Monolithic Power CEO Michael Hsing sold $59.3 million of MPWR after AI server demand pushed the power-chip story higher, but the latest Form 4 still leaves nearly one million direct and trust-held shares in view.
- News
Jay Hoag NFLX Form 4: $976M Sale Context
Jay Hoag's latest Netflix Form 4 is an award, not a fresh sale. The real story is how prior 10b5-1 selling, indirect trust holdings, and his new chair role fit together.
- Research
Adage Capital's $64.84B Q1 Tech Reset
Adage Capital's 2026Q1 13F puts NVDA first, but the stronger signal is a broad active book with mega-cap technology at the front.
- News
Dennis Polk SNX Plan Sales Hit Hyve Spotlight
Dennis Polk sold 2,500 TD SYNNEX shares for about $711,000 under a 10b5-1 plan while his Hyve Solutions role sits at the center of the company's AI infrastructure story.
- News
James Hagedorn SMG Form 4: 23% Control Check
James Hagedorn's June Form 4 is not an open-market sale alert. The filing shows phantom-stock compensation and small plan-account activity while the Hagedorn family control story still runs through a Schedule 13D stake.
- News
Jay Schottenstein AEO Filings Need a Control Check
Jay Schottenstein's latest AEO filing trail is not a simple insider-sale headline: April Form 4 activity was awards, exercises and tax withholding, while a March 13D/A shows a 7.8% beneficial stake.
- Research
Point72 Q1 2026: $78.05B Book After a 12.7% Cut
Steve Cohen’s Point72 reset its reported 13F book to $78.05B in Q1 2026 while keeping SPY, NVDA, AMZN, and AI-infrastructure names near the top.
- News
Arista CTO Duda's May 2026 Exercise-and-Sell, Decoded
Arista CTO Kenneth Duda exercised $15 options and sold 58,000 shares near $140 under a Rule 10b5-1 plan, routing proceeds through trusts and a foundation.
- News
Carvana CEO's June 2026 Form 4: Tax Withholding, Not a Sale
Ernest Garcia III's latest Carvana Form 4 is an RSU tax-withholding event, not a discretionary sale — filed just after record Q1 2026 results and a 5-for-1 split.
- News
Zuckerberg's Meta Filings: Gifts, Not a Sell-Off
Mark Zuckerberg's latest Meta Form 4 activity is dominated by Class B gifts among Chan Zuckerberg entities, not open-market sales — and his voting control is fully intact.
- News
Monolithic Power CEO Hsing Sells $59M MPWR Block at $1,500
Monolithic Power founder-CEO Michael Hsing sold 40,000 shares for about $59 million in a single May 2026 session as the AI power-chip maker traded near record highs above $1,500.
- News
Morningstar's Mansueto Sells $17M in MORN, Keeps 37.5%
Morningstar founder Joe Mansueto sold 100,000 shares for about $17 million in May 2026 on a steady 7,250-share daily cadence, yet still controls more than a third of the company he built.
- News
CoreWeave's McBee Sells $107M in CRWV as Lockup Unlocks
CoreWeave co-founder Brannin McBee sold roughly $107 million of stock in April 2026 as the IPO lockup unwound, but his own Schedule 13G shows he still controls 16.5 million shares.
- News
CrowdStrike CEO Kurtz Sells $29M as CRWD Hits Record $731
CrowdStrike founder George Kurtz sold 52,510 shares for about $29 million in May 2026, draining roughly 2,500 shares into nearly every session as CRWD ran to an all-time high of $731 days before Q1 FY27 earnings.
- News
Apple Chairman Levinson Sells $15.6M AAPL at Record $311
Apple board chairman Arthur Levinson sold 50,000 AAPL shares at a record-high $311.02 on May 27, 2026 and gifted another 65,000 shares the same day, weeks before WWDC 2026 — while still holding roughly 7.9 million shares.
- News
Microchip Founder Sanghi Sells $36.9M MCHP Before Earnings
Microchip co-founder and CEO Steve Sanghi sold 416,581 MCHP shares for about $36.9 million on April 23, 2026 — roughly two weeks before the chipmaker reported a 35% year-over-year revenue jump — while keeping a stake of about 9.5 million shares.
- News
Cloudflare's Zatlyn Exercises and Sells $5.4M in NET Stock
Cloudflare President Michelle Zatlyn exercised 25,641 options and sold the matching block for roughly $5.4 million on May 27, 2026 — one day before NET jumped 8% — while retaining about 1.36 million shares through derivative holdings.
- News
Cloudflare CEO Matthew Prince Sells $32.6M in NET Stock
Cloudflare founder-CEO Matthew Prince sold $32.6 million of Class A stock over three days in May 2026 under a 10b5-1 plan, converting Class B shares to fund the sales while keeping a 7.7% stake.