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
Palantir Secures Pentagon AI Mandate: Institutional Data Reveals the "Whale" Conviction Behind the Rally
As the Pentagon awards a major AI contract to eight firms including Palantir, 13F Insight data reveals a surge in institutional conviction, with 3,100 holders and 14 elite whales anchoring the defense tech giant.
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CoreWeave CDO Brannin McBee Sells $6M: Decoding the Multi-Class Structure and AI Infrastructure Moat
CoreWeave Chief Development Officer Brannin McBee sold ~$6 million in CRWV stock on April 27, 2026. We dive into the company's complex multi-class share structure and its massive $66 billion backlog as an AI cloud leader.
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Vita Coco CEO Martin Roper Cashes $3.6M: Lessons from Boston Beer Applied to the Coconut Water Boom
Vita Coco CEO Martin Roper executed a $3.6 million exercise-and-sell transaction in April 2026. The former Boston Beer chief is applying a 'global platform' strategy to the beverage leader, driving record margins and international growth.
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Arista Networks CEO Jayshree Ullal Sells $13M: Is the AI Networking Rally Peak Ethernet?
Arista Networks CEO Jayshree Ullal sold approximately $13 million in ANET stock on April 21, 2026. With career sales reaching $2.20 billion, we analyze Arista's dominance in the AI networking market and the ongoing battle between Ethernet and InfiniBand.
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Martine Rothblatt’s $1.4M Move: Why the United Therapeutics Visionary Just Trimmed Her Stake
United Therapeutics CEO Martine Rothblatt executed a $1.4 million option exercise and sale on April 27, 2026. As she nears $1.05 billion in career sales, we examine her mission to revolutionize organ transplantation and the biotech firm's market dominance.
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Carvana's 2026 Liquidity: Decoding Ernest Garcia III's 13D Beneficial Ownership
Ernest Garcia III continues his insider selling at Carvana (CVNA), but a deep dive into Schedule 13D filings reveals a sophisticated beneficial ownership network that secures the family's control.
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Charles Schwab's $2.8B Liquidity Path: Unpacking the 56M Share Multi-Class Foundation
Charles R. Schwab continues his systematic divestment in 2026, but a 13F Insight analysis reveals a massive 56 million share stake in Table II that secures his long-term legacy.
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Marc Benioff's $11B Salesforce Strategy: Decoding the 11.9M Share Table II Moat
Salesforce CEO Marc Benioff has sold $11.38 billion in CRM stock over his career, but a look at his Form 4 Table II reveals a massive 11.9 million share stake that the headlines often ignore.
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AMD's Q1 2026 AI Surge: BlackRock and Citadel Build an Institutional Moat
Advanced Micro Devices (AMD) reports a surge in AI chip demand for Q1 2026, backed by a massive $55 billion institutional moat from BlackRock, State Street, and Citadel.
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Starbucks Q2 Sales Drop Sparks Institutional Recalibration: Where the Smart Money Stands
Starbucks (SBUX) shares fell after reporting a surprise drop in Q2 comparable sales. We analyze how institutional giants like Capital World and BlackRock are positioned amid the turnaround effort.
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Exxon Mobil Slips on Iran Peace Proposal: What 4,800 Institutional Holders Are Watching
As oil prices retreat following a surprise Iran peace proposal, we dive into the institutional ownership data of Exxon Mobil (XOM) to see how the world's largest asset managers are positioned.
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Vita Coco CEO Martin Roper Executes $3.6M in Exercise-and-Sell: Inside the Beverage Leader’s Strategy
Vita Coco (COCO) CEO Martin Roper reports a series of option exercises and sales in April 2026. We look at the ownership context and institutional depth.
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Datadog CTO Alexis Le-Quoc Sells $6.3M in Shares: Reading the April Sell-Side Signal
Datadog CTO Alexis Le-Quoc executes a series of sales in late April 2026. We analyze the conviction signal and the institutional holder base.
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CoreWeave CDO Brannin McBee Sells $6M in Class A Shares: Why the Multi-Class Ownership Matters
CoreWeave CDO Brannin McBee reports significant sales of Class A shares. We look at the Table II derivative holdings and beneficial ownership context.
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Energy Giants in Retreat: What the 13F Data Says About Exxon and Chevron's Post-Earnings Landscape
As Exxon Mobil and Chevron report first-quarter profit declines, we look at how the largest institutional holders like BlackRock and Norges Bank are positioning in the energy sector.
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Apple's Next Chapter: John Ternus and the 6,340 Institutional Holders Watching the Transition
As John Ternus is named Tim Cook's successor, we analyze Apple's massive institutional holder base, including Berkshire Hathaway and the index giants anchored in the stock.
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Atlassian's Earnings Beat: What the Institutional Ownership Map Reveals About the Post-Results Jump
Atlassian shares surged after a fiscal third-quarter beat, but 13F data reveals a deeper story of institutional conviction and heavy concentration among top active managers.
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Charles Schwab's Strategic Pivot: Clearing the 'TD Overhang' Amid Insider Sales
As TD Bank completes its total exit from Charles Schwab to fund regulatory penalties, founder Charles R. Schwab and top execs engage in tactical rebalancing.
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Marc Benioff's $11 Billion Salesforce Journey: Why the Selling Doesn't Signal an Exit
Despite over $11 billion in lifetime sales, Marc Benioff remains heavily invested in Salesforce's AI-led future, maintaining a multi-billion dollar stake through complex structures.
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Alphabet's AI-Powered Ad Rebound: Institutional Conviction Deepens
Alphabet delivers a strong revenue beat as AI ad tools gain traction, supported by a heavy institutional base including BlackRock and Norges Bank.