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)
- News
Tesla Ends Model S/X for Optimus: 15 Active Holders Stay Put
Tesla ended Model S and Model X production in Q2 2026 to convert Fremont lines for Optimus. The 15-deep active-manager holder count and zero recent 13Ds tell the institutional story.
- News
MU's 38% Week: $96B Institutional Stack, 2 Quiet 13Ds
Micron jumped 38% in a week as HBM capacity sold out through 2026. The institutional stack — $96B top-five value, 16 active managers, 2 recent 13Ds — is unusual.
- News
QCOM's AI Pivot: 17 Active Holders, $1.3B Auto, $2.8B Buyback
Qualcomm CEO Amon told Fortune the company is working with OpenAI and Meta on top-secret AI devices. The institutional tape on QCOM tells the more useful story.
- News
Kurtz's $6.5M CRWD Sale: Plan-Driven Inside a $5B ARR Print
CrowdStrike CEO George Kurtz sold 14,189 CRWD shares for ~$6.5M in early May under a Jan 6, 2026 10b5-1 plan. Tax-withholding accounted for nearly half.
- News
Schwab Founder Sells $22M at $91 After $106 February Tape
Charles R. Schwab disposed of 241,643 SCHW shares for $22.1M in April-May 2026 at ~$91, an acceleration from the $106 February tape. He still holds 110M+ shares.
- News
Ronda Stryker's $137M SYK Trim — But She Just Reaffirmed 4%
Stryker director Ronda Stryker sold ~$137M of SYK on Feb 4-5, 2026, then filed a Schedule 13D/A on April 14 reaffirming a 15.2M-share, 4% beneficial stake.
- News
Eric Yuan's $7M Zoom Sales: Plan-Driven, Not a Bear Bet
Zoom CEO Eric Yuan disposed of 85,196 ZM shares for ~$7M under a 10b5-1 plan in April. The Form 4 Table II and a Vanguard 13G reshuffle tell a more nuanced ownership story.
- News
Arista CEO Ullal Sells ~$180M ANET Days Before Vanguard 13G
Arista CEO Jayshree Ullal sold roughly 1.06M ANET shares across April 20-22, 2026 in a plan-driven Form 4 cluster totaling ~$180M. Vanguard Capital Management filed a fresh 6.25% 13G six business days later.
- News
Bezos Gifts 1.25M AMZN Shares as Vanguard Files Fresh 13G
Jeff Bezos transferred 1,253,797 AMZN shares via Form 4 gift filings on May 1 and May 4, 2026 — code G transactions, not open-market sales. Vanguard Capital Management filed a fresh 6.77% 13G six days earlier.
- News
Cohen Pivots from GME to $56B eBay Bid as Vanguard Exits
Ryan Cohen filed three GameStop Schedule 13D amendments inside two weeks of January 2026, then pitched a $56B eBay offer. Vanguard's March 26 13G exit closes the picture.
- News
DJT Posts $406M Q1 Loss as Vanguard Files 13G Exit
Trump Media's Q1 net loss hit $405.9M on bitcoin and CRO markdowns. The deeper story sits in two 13G exits — Vanguard's March 27 unwind and Jane Street's earlier 10.2M-share book closure.
- News
Fidelity Cut First Solar From 6.1% to 1.7% in One Quarter
Fidelity filed a Schedule 13G/A on May 6, 2026, disclosing 1.7% beneficial ownership of First Solar. The previous filing in February disclosed 6.1%. The 4.4-percentage-point trim across one quarter is roughly 4.7 million shares — among the largest active-manager exits of 2026 in clean-tech equity.
- News
Vita Coco's Roper Sells at $50 — Koch Family Holds 21.6%
Vita Coco CEO Martin Roper executed multiple option exercise + sale sequences at $50 per share through April 2026. The stock has been re-rating, but the structural feature of COCO's holder file is concentration: Koch C James holds 21.62% of beneficial ownership through a private investor structure.
- News
An Indiana Foundation Holds More Lilly Than BlackRock Does
Eli Lilly committed an additional $4.5 billion to Indiana manufacturing sites and opened its first dedicated genetic medicine facility. The institutional read on LLY starts with the holder file — and the largest single position is not a money manager. It is the Lilly Endowment, an Indiana foundation, holding $84.5 billion.
- News
FMR Holds 10.5% of Roku. Anthony Wood Holds 16M Class B
Anthony Wood's Form 4 Table I shows zero Roku Class A shares directly held. The Class B Table II shows 16,268,111 shares retained. Meanwhile FMR's Schedule 13G/A discloses 10.5% beneficial ownership. The dual-class structure is the entire story.
- News
Saudi PIF and Tiger Global Anchor Take-Two's GTA VI Bet
Strauss Zelnick is betting $1B on the decade's biggest game launch. The institutional holder file behind that bet has Saudi Arabia's Public Investment Fund at $2.9B and Tiger Global at $1.5B — sovereign-wealth and crossover-venture money, not gaming-sector specialists.
- News
Datadog CTO's $10.74 Strike Options Met April's $130 Tape
Datadog CTO Alexis Le-Quoc filed Form 4 transactions on April 6 and April 22, 2026 — $10.74 strike options exercised, underlying shares sold across $117-133. The economics are 1,090% per option exercised. The pattern is plan-driven, not view-driven.
- News
PEAK6 Tops Arm's Holder File — Q1 Beat Sold Off Anyway
Arm Holdings beat Q1 estimates and shares slid. That outcome makes sense the moment you look at ARM's institutional holder file — PEAK6 ($1.2B), Goldman Sachs ($911M), Citadel Advisors ($857M), Barclays ($687M), Walleye Trading ($658M). The file reads as event-driven and options-flow money, not long-only conviction.
- News
Fidelity Crossed 8.7% in Micron as Mehrotra Sold the $540 Tier
Micron CEO Sanjay Mehrotra filed Form 4 sales May 1, 2026 with multi-thousand-share blocks executing across a tight $538-545 price band. The HBM-cycle context plus the 13G threshold-crossing tape make the holder file the more informative read.
- News
'CoreWeave CDO Sold Everything' Misreads Form 4 by 6.99M Shares
CoreWeave Chief Development Officer Brannin McBee filed Form 4 sales April 27, 2026. The headline Class A figure shows zero direct holdings — but Table II shows 6.99 million derivative shares retained. Reading the dual-class structure correctly is the first-line check.