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
Cloudflare CEO Matthew Prince Sold April Shares, But the Form 4 Does Not Show an Exit
Matthew Prince sold Cloudflare Class A shares in April 2026 under a plan, but Form 4 Table II and 13D/G data show a much larger beneficial ownership picture.
- News
WBD’s Paramount Vote Exposes a Holder Base Split Between Passive Scale and Active Risk
Warner Bros. Discovery shareholders approved the Paramount Skydance merger mechanics, but the ownership data shows a holder base where passive giants and active managers carry very different incentives.
- News
SiriusXM’s iHeartMedia Talks Put Berkshire’s $2.5B Stake Back in Focus
SiriusXM is reportedly in early talks to acquire iHeartMedia. 13F data shows why the story is bigger than radio scale: Berkshire Hathaway is the largest tracked SIRI holder by a wide margin.
- News
Capital One's $425 Million Settlement Is Now An Active-Holder Test
A judge approved a $425 million Capital One settlement, but the institutional ownership setup is the bigger market tell. Active holders now have a clear May 15 checkpoint.
- News
Apple's iOS Security Patch Lands On A Holder Base Built For Durability
Apple's iOS 26.4.2 patch fixed a notification privacy flaw. The ownership data shows why the market treats security events differently at Apple than at smaller device makers.
- News
Canopy Growth's Policy Rally Needs A Better Holder Base To Last
The federal marijuana reclassification headline gives Canopy Growth a policy lift, but 13F data shows a tactical holder base led by market-making and trading-oriented firms.
- News
Regeneron's Pricing Deal Tests Whether Big Holders See Access Or Margin Risk
Regeneron's White House drug-pricing deal lands in front of a deep institutional holder base. The key question is whether active managers treat the move as strategic access or a margin-risk signal.
- News
Nike's Layoffs Put A Multibillion-Dollar Holder Base On The Clock
Nike's latest layoff report is more than a cost-cutting headline. 13F Insight data shows a deep institutional holder base that will test whether the reset can turn into margin evidence.
- News
United Airlines' Fuel Shock Is Really An Active-Holder Test
Jet-fuel pressure is hitting airline headlines, but United's ownership file shows a deeper active-holder test with five active 13D/G filings in the mix.
- News
Dutch Bros Founder Travis Boersma's April 24, 2026 Sale Looked Like Liquidity, Not Exit
Travis Boersma sold stock on April 24, 2026, but the filing alone understates the ownership picture. Form 13G data still pointed to roughly 27.5% beneficial ownership in February, making this a liquidity event, not a clean departure from the story.
- News
Trump Media's CEO Reset Lands on a Holder Base Built for Volatility
Kevin McGurn's appointment is the headline. The ownership data is the story: DJT's register is still dominated by passive exposure and fast-moving capital, not a patient bench of long-only institutions.
- News
Michelle Zatlyn Sells Cloudflare Shares Ahead of a High-Expectation Q1 Test
<a href="/insiders/zatlyn-michelle-0001786951">Michelle Zatlyn</a>, Cloudflare's president and board co-chair, reported April 2026 sales while <a href="/stocks/NET">Cloudflare</a> was heading into an important Q1 earnings window and still trading on a demandi
- News
AMD's New Ryzen Launch Matters Because Active Capital Is Already Crowding In
AMD's Ryzen 9 9950X3D2 launch is more than a hardware headline. Ownership data shows a stock held simultaneously by giant long-only institutions and large trading firms, which can amplify every product-cycle read-through.
- News
CoreWeave's Anthropic and Meta Deals Landed in a Trading-Heavy Holder Base
CoreWeave's April AI-cloud deals validated demand, but the ownership data shows a shareholder base built for sharp event-driven repricing.
- News
Palantir's SNB Stake Debate Landed in a Holder Base Too Large to Ignore
Activist pressure on the Swiss National Bank's Palantir stake matters, but the deeper ownership map shows a stock still anchored by giant passive holders and major trading firms.
- News
Brian Venturo's CoreWeave Sales Read More Like Plan Liquidity Than a Full Exit
CoreWeave CSO Brian Venturo sold heavily into April's AI-news surge, but the filing shows a prearranged plan and a large remaining indirect stake.
- News
P&G's 7% Sales Beat Landed in a Holder Base Built for Stability
Procter & Gamble beat on sales, but the bigger takeaway is that the result landed in a shareholder base designed to reward consistency, not hype.
- News
Alphabet's Anthropic Bet Lands in a Holder Base Built for Multi-Year AI Spending
Alphabet's planned Anthropic investment is large, but the more important signal is that it lands in a shareholder base already built to tolerate long AI investment cycles.
- News
Paul Prager's Recent TeraWulf Trades Look Like Position Management, Not a Walk Away
TeraWulf chairman Paul B. Prager kept trading around option exercises and stock sales, but the ownership record still shows meaningful direct and derivative exposure rather than a clean exit.
- News
Meta Is Cutting 8,000 Jobs, but Its Holder Base Still Looks Built for an AI Spending Race
Meta's April 23 layoff plan underscored the cost of its AI push, but 13F Insight data still shows one of the deepest institutional holder bases in the market.