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
Apple's Ternus Succession Lands In A 6,332-Holder Ownership Base
AAPL news needs the ownership map: 6,332 institutional holders, with BlackRock, State Street, FMR, Morgan Stanley, and Berkshire Hathaway all visible near the top of the disclosed holder base.
- News
Charles Schwab’s February Sales Need the 56.1M-Share Table II Context
Charles R. Schwab reported a run of SCHW sales in early February 2026, but the important ownership fact is that the Form 4 data still shows 30.5 million Class A shares and 56.1 million derivative or indirect shares after the recent activity.
- News
PPL’s Data-Center Grid Project Lands in a 996-Holder Utility Map
PPL’s April 2026 data-center transmission headline has a measurable ownership angle: 996 tracked holders and 17 active top-20 names before the next 13F refresh.
- News
Kenneth Duda’s April Arista Sales Meet a Deep AI-Networking Holder Base
Arista CTO Kenneth Duda paired an April 17, 2026 option exercise with multiple same-day ANET sales around $161 to $165, while the company’s stock already sits in a 2,046-holder institutional map.
- News
Capital One’s $425 Million Settlement Meets a 2,189-Holder Base
A federal judge approved Capital One’s $425 million 360 Savings settlement in April 2026. The ownership angle is that COF already sits in a deep institutional map with 2,189 holders, 17 active top-20 names, and two recent 13D/G signals.
- 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.
- News
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.