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
Ronald Tutor's TPC Form 4 Needs the Backlog Context
Ronald Tutor's recent Form 4 activity sits beside Tutor Perini's record 2025 cash flow, $20.6B backlog, and a beneficial-ownership cross-check.
- News
Oracle's OpenAI Data-Center Headline Lands in a 3,811-Holder Stock
A new Oracle and OpenAI data-center financing headline gets an ownership test: ORCL already has a deep institutional holder base with 15 active top-20 holders.
- News
Murray Stahl Keeps Adding RENN Fund Shares in April Form 4 Filings
Murray Stahl's latest RENN Fund purchases are small, but they extend a long-running open-market buying pattern visible in his insider profile.
- News
NVDA News Gets a 6,028-Holder Ownership Test
Five "Magnificent Seven" companies to report earnings this week is the news peg; 13F Insight's ownership data shows 6,028 holders and 14 active top-holder names behind NVDA.
- News
TSLA News Gets a 4,459-Holder Ownership Test
Tesla starts Cybercab production at Gigafactory Texas is the news peg; 13F Insight's ownership data shows 4,459 holders and 14 active top-holder names behind TSLA.
- News
AMD News Gets a 3,245-Holder Ownership Test
AMD Ryzen 9 9950X3D2 dual-cache processor released is the news peg; 13F Insight's ownership data shows 3,245 holders and 14 active top-holder names behind AMD.
- News
Travis Boersma’s Dutch Bros Sales Still Leave a 27.5% Beneficial Ownership Marker
Dutch Bros founder Travis Boersma has a large career sale history, but the latest ownership context shows why investors should not read the Form 4 sale table as a full exit.
- News
SiriusXM’s iHeart Talks Land in a Holder Base Led by Berkshire
SiriusXM and iHeartMedia merger talks give SIRI a strategic catalyst, but the ownership map is unusually concentrated: Berkshire is the largest disclosed holder and 13D/G activity is already present.
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Rivian’s R2 Production Start Now Has an 852-Holder Ownership Test
Rivian started R2 production in Normal, Illinois; 13F Insight data shows 852 institutional holders and an active-holder base that will test whether the milestone can become durable sponsorship.
- News
Mariner Kemper’s UMBF Sales Come After Heartland, Not in an Ownership Vacuum
Mariner Kemper sold UMBF shares in February 2026 after UMB’s Heartland acquisition year, while 13D/G data still showed a 4.81% beneficial ownership marker.
- News
Balu Balakrishnan’s POWI Sales Need an Earnings and Ownership Cross-Check
Power Integrations director Balu Balakrishnan sold POWI shares after Q4 results, but the filed data points to a continuing position and a deep 320-holder institutional base.
- News
Delta’s Jet-Fuel Risk Is Now a 1,386-Holder Ownership Test
A European jet-fuel shortage has turned airline cost pressure back into a market story. Delta’s 1,386-holder base shows where to look for confirmation beyond fare and cancellation headlines.
- News
GM’s Beijing Auto Show Moment Lands in a 1,575-Holder Ownership Base
Global automakers used the Beijing auto show to showcase new models. GM’s ownership map shows why the event matters beyond headlines: 1,575 tracked institutional holders and recent 13D/G activity create a deep but mixed signal.
- News
Anthony Wood Sold Roku Class A Shares, But the Ownership Story Is Not an Exit
Wood Anthony J. reported recent ROKU activity. The Form 4 pattern needs plan, ownership, and company-context checks before investors call it a signal.
- News
Jayshree Ullal’s Arista Sales Need a Plan Check, Not a Panic Read
Ullal Jayshree reported recent ANET activity. The Form 4 pattern needs plan, ownership, and company-context checks before investors call it a signal.
- News
Apple’s CEO Handoff Lands Inside a 6,332-Holder Ownership Base
Tim Cook’s planned handoff to John Ternus is a governance shock, but Apple’s holder map shows why the institutional reaction may be more nuanced than the headline.
- News
Ronald Tutor’s TPC Filing Needs an Ownership Cross-Check, Not an Exit Label
Ronald Tutor’s March 2026 Form 4 activity is best read against Tutor Perini’s backlog, cash flow and 13D/G ownership context.
- News
American Airlines’ United Merger Rejection Is Now an Active-Holder Test
American Airlines rejected United merger chatter, and 13F data shows 603 holders with unusually relevant active sponsorship.
- News
Lockheed Martin’s Q1 Miss Lands Inside a 2,915-Holder Defense Stock
Lockheed Martin’s April 23 Q1 report matters, but 13F data shows a deep holder base that will be tested in the next filing cycle.
- News
Jay Schottenstein's AEO Form 4 Needs an Ownership Cross-Check
Jay Schottenstein has a large AEO insider history, but the recent Form 4 pattern requires a Table II and 13D/G ownership check before calling it an exit.