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
Eric Yuan Sold $7M of Zoom in Two Days at a $4-Wide VWAP Band
Zoom founder Eric Yuan filed Form 4 sales on April 13-14, 2026, with multi-thousand-share blocks executing across a tight $80-84 price band. Cumulative recorded sales now total $1.30 billion across 1,528 transactions.
- News
McDonald's Q1 Lands With Zero Activist 13Ds on the Tape
McDonald's beat Q1 2026 earnings and revenue estimates as the WSJ leads on value-menu wars. The institutional holder file — 3,750 filers, 16 active managers in the top 20 — reveals where conviction sits as MCD presses ahead in fast-food's value tier.
- News
Whirlpool Q1: Tepper's Appaloosa $282M, Recession Warn
Whirlpool's Q1 2026 print warns Americans are behaving like they're in a recession. The institutional holder file is concentrated and informative — Appaloosa's $282M (David Tepper) and PRIMECAP's $275M anchor an active conviction tier that survives the recession framing.
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Capital Group Held $5.5B in Citi Through the Profit-Target Reset
Citi shares declined as Q1 return targets fell short of Bloomberg's expectations. The institutional holder file — 2,560 filers with Capital World Investors and Fisher Asset Management at $4-5B positions — reveals where conviction sits in the turnaround thesis.
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Five Institutions Crossed 5% in AMD Before the AI-Chip Beat
AMD beat Q1 2026 on strong AI chip demand. Beyond the print, the institutional file — 3,263 holders, 14 active in the top 20, plus five active 13D/G threshold crossings — reveals where conviction sits in the AI accelerator race.
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Arista CEO Ullal April 2026: Plan-Driven Sales Pattern
Jayshree Ullal's April 2026 ANET sales follow a multi-quarter 10b5-1 plan execution pattern. Coordinated cadence with founder/CTO Kenneth Duda and GC Marc Taxay reflects firm-wide plan administration, not coordinated bearish positioning.
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UTHR CEO Rothblatt April 2026: Cashless Exercise Pattern
Martine Rothblatt's April 2026 UTHR sales follow the M+S option-exercise + open-market sale pattern — a signature 10b5-1 cashless-exercise plan rather than a discretionary view-driven exit.
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Morningstar Founder Mansueto Sells $1M in May 2026
Joseph Mansueto sold Morningstar shares May 4, 2026. The headline sales of $194K-$380K blocks at ~$170 are routine 10b5-1 plan execution; the founder retains 37.5% beneficial ownership per the most recent 13G/A.
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UnitedHealthcare Cuts 30% of Prior Auth: UNH Holder Read
UnitedHealthcare announced it will cut prior authorization requirements for 30% of medical services. The regulatory pressure narrative is the headline; the holder base — 3,281 institutional filers, 14 active in the top 20, and Capital Group's $13.7B combined active stake — is the structural read.
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PayPal Q1 2026 Earnings & Job Cuts: Holder Base Read
PayPal heads into Q1 2026 earnings with a new CEO, a turnaround strategy, and job cuts. The institutional holder file — 1,716 filers and an active discretionary tier dominated by Capital Research, Citadel Advisors, and Comprehensive Financial Management — reveals whether the turnaround thesis has institutional support.
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Cytokinetics ACACIA-HCM Win: Reading the CYTK Holder Base
Cytokinetics announced positive topline results from ACACIA-HCM, the pivotal Phase 3 trial of aficamten in non-obstructive hypertrophic cardiomyopathy. The holder base showed the result coming — five named healthcare specialists in the top 15.
- News
FMR's $3.1B Disney Stake Held Through the New CEO Pivot
Disney reported $25.2 billion in Q2 revenue alongside a new CEO vision speech. The headline is the revenue print; the more useful read is the holder base — 3,235 institutional filers, 15 active in the top 20, and two recent 13D/G threshold crossings.
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Auvelity FDA Win for AXSM: Reading the Holder Base
FDA approves Axsome Therapeutics' Auvelity for Alzheimer's-related agitation, expanding the drug's label beyond major depressive disorder. The 13F holder file reveals which healthcare specialist managers are positioned for the next leg of the label cycle.
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Pentagon AI Roster: Reading Booz Allen's Holder Base
After PLTR was named to the Pentagon's classified AI roster, Booz Allen Hamilton sits in the next tier of federal AI integrators. The institutional holder file shows where active conviction money is sized into the broader defense-AI cycle.
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Paramount-WBD Merger Suit: Reading Warner Bros' Holder Base
Shareholders approved the Paramount-WBD merger but a subscriber lawsuit now seeks to block it. WBD's institutional holder file reveals which active managers are positioned for completion vs which are running classic merger-arb spread plays.
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Clarity Act Stablecoin Compromise: Reading COIN's Holder Base
Senate Banking's CLARITY Act compromise unlocks non-yield stablecoin rewards. Coinbase's institutional holder base reveals how Wall Street, market makers, and crypto-native VCs are positioned ahead of the markup vote.
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Meta's New Mexico Trial Loss: META Holder Book Risk Map
The Verge headlined Meta's New Mexico courtroom loss as one that could ultimately cost the company far more than the $375 million judgment, with the company already signaling it could pull services from the state. Strip the index complexes out of META's 5,279-holder file and the regulatory risk lands on a small handful of active managers — Fidelity, the Capital Group complex, JPMorgan, Morgan Stanley and Norges Bank.
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Pentagon Picks Palantir for Classified AI: PLTR Holder Map
The Defense Department's classified-systems AI roster names Palantir alongside six peers. Strip out the index and market-maker names from the holder file and a much narrower group of active managers — Citadel, JPMorgan, Morgan Stanley, Norges Bank, D. E. Shaw — emerges as the real conviction stack carrying PLTR into this contract cycle.
- News
Salesforce Co-Founder Harris Parker Executes $508M Systematic Sell-Off: The Strategy Behind the 10b5-1 Diversification
Salesforce co-founder Harris Parker has offloaded $508M in stock via systematic 10b5-1 plans. While direct holdings appear low, his 1.9M-share trust position reveals a deeper diversification strategy.
- News
Harris Parker’s $508M Salesforce Divestment: Systematic Diversification, Not a Founder Exit
Salesforce co-founder Harris Parker has sold over $508 million in CRM stock, but a deep dive into his trust holdings reveals a much larger remaining stake than headline numbers suggest.