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 (662)
- News
Alexis Le-Quoc’s Datadog Sale Needs The 10b5-1 And Class B Context
Datadog CTO Alexis Le-Quoc sold 43,224 Class A shares on April 22, but the filing reads very differently once investors include the 10b5-1 context and his remaining Class B control.
- News
Fluor’s Final NuScale Exit Was A Capital Allocation Event, Not A Routine Insider Sale
Fluor’s April 21 sale of 13.5 million NuScale shares took its direct stake to zero, completing a months-long monetization program that has now generated roughly $2.43 billion.
- News
United's American Merger Approach Hits Two Very Different Holder Bases
United Airlines' CEO confirmed he approached American Airlines about a merger. The ownership data shows why the market reaction is really a two-register story across UAL and AAL.
- News
Intellia's Lonvo-Z Win Lands In A 311-Holder Ownership Map
Intellia's positive Phase 3 lonvo-z data is not just a biotech headline. The ownership file shows 311 tracked institutional holders, a deep active-manager base, and recent 13D/G activity around NTLA.
- News
Kenneth Duda's Arista Sale Needs The 10b5-1 And AI Demand Context
Arista CTO Kenneth Duda's April Form 4 shows a large exercise-and-sale sequence, but the plan detail and AI-networking backdrop change the read.
- News
Organon Deal Talk Puts AQR And 652 Holders In The Spotlight
Organon takeover news has a clear deal peg, but the 13F holder base shows which active managers were already positioned before the reported transaction value.
- News
United-American Merger Chatter Meets A 1,048-Holder UAL Map
United Airlines merger chatter puts consolidation risk back on the table, while 13F data shows a deep active-holder base already exposed to the outcome.
- News
NTLA Trial Win Lands In A 311-Holder Ownership Test
Intellia Therapeutics reported a positive lonvo-z phase 3 headline, but the ownership map shows why the reaction is not just a clinical-data story.
- News
Schottenstein's AEO File Needs the Table II Check After Aerie's 23% Comp
Jay Schottenstein's American Eagle ownership picture requires Table II context after Aerie's strong Q4 results.
- News
Benioff's Salesforce Sales Need the Table II and 10b5-1 Context
Marc Benioff's latest Salesforce insider record is a planned-sale and remaining-ownership story, not a simple exit.
- News
Walmart's Onn Streaming Push Lands in a 4,597-Holder Map
Walmart's streaming-device headline matters most as a test of whether active holders value its retail-media ecosystem.
- News
Apple's Ternus Succession Chatter Meets a 6,332-Holder Base
Apple succession chatter is less useful than the active-holder response around the next 13F deadline.
- News
Intel's AI Rally Meets A 2,592-Holder Turnaround Map
INTC news needs the ownership map: 2,592 institutional holders, including a notable mix of index-scale holders, Nvidia Corp, Capital World Investors, and SoftBank Group in the top disclosed holder set.
- News
Anthony Wood's Roku Sales Show Why Table II Matters
Anthony Wood's Form 4 activity in ROKU needs a remaining-ownership check before investors infer sentiment.
- News
Datadog CTO Alexis Le-Quoc's April Sales Need The Ownership Context
Alexis Le-Quoc's Form 4 activity in DDOG needs a remaining-ownership check before investors infer sentiment.
- News
Apple's Ternus Succession Lands In A 6,332-Holder Ownership Base
AAPL news needs the ownership map: 6,332 institutional holders, with BlackRock, State Street, FMR, Morgan Stanley, and Berkshire Hathaway all visible near the top of the disclosed holder base.
- News
Charles Schwab’s February Sales Need the 56.1M-Share Table II Context
Charles R. Schwab reported a run of SCHW sales in early February 2026, but the important ownership fact is that the Form 4 data still shows 30.5 million Class A shares and 56.1 million derivative or indirect shares after the recent activity.
- News
PPL’s Data-Center Grid Project Lands in a 996-Holder Utility Map
PPL’s April 2026 data-center transmission headline has a measurable ownership angle: 996 tracked holders and 17 active top-20 names before the next 13F refresh.
- News
Kenneth Duda’s April Arista Sales Meet a Deep AI-Networking Holder Base
Arista CTO Kenneth Duda paired an April 17, 2026 option exercise with multiple same-day ANET sales around $161 to $165, while the company’s stock already sits in a 2,046-holder institutional map.
- News
Capital One’s $425 Million Settlement Meets a 2,189-Holder Base
A federal judge approved Capital One’s $425 million 360 Savings settlement in April 2026. The ownership angle is that COF already sits in a deep institutional map with 2,189 holders, 17 active top-20 names, and two recent 13D/G signals.