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 (665)
- News
Jack Schuler Kept Buying QuidelOrtho Below $12 as the Diagnostics Story Was Still Being Rebuilt
QuidelOrtho 10% owner Jack Schuler bought more stock in January 2026, extending a buy campaign that had already put several million dollars to work while the company remained in rebuild mode.
- News
Roku Founder Anthony Wood Sold About $9M of Class A Stock in 2026 - and Still Reported 12.83% Beneficial Ownership
Anthony Wood sold roughly $9M of Roku Class A shares across January and February 2026, but the bigger ownership story is that Schedule 13G still showed 12.83% beneficial ownership.
- News
Mitchell Jacobson Bought Roughly $17M of MSC Industrial After a Weak 2025 and a Leadership Reset
Mitchell Jacobson bought about $17.2 million of MSC Industrial stock in late 2025 after a weak operating stretch, a CFO transition, and a difficult year for the distribution business.
- News
Precigen 10% Owner Randal Kirk Sold About $45.1M After PAPZIMEOS Won FDA Approval
Randal Kirk's September-to-December Precigen selling followed a major corporate milestone: FDA approval of PAPZIMEOS, the company's first approved product in the U.S., and new long-term follow-up messaging around the platform.
- News
Ciena CEO Gary Smith Sold About $23.2M of CIEN Stock After AI Network Demand Drove a Guidance Raise
Gary Smith's late-December to mid-February Form 4 tape came as Ciena talked about unprecedented AI-related demand, reported $1.43B in fiscal Q1 2026 revenue, and raised full-year guidance.
- News
SEI Founder Alfred West Sold Roughly $26M in 2025 Before Handing Off the Chair on January 1
Alfred P. West Jr.'s 2025 Form 4 tape culminated in a December exercise-and-sale, then SEI announced his planned transition to Chairman Emeritus and later reported strong Q4 results.
- News
Castle Biosciences CEO Derek Maetzold Sold About $2.2M of CSTL After a Guidance Raise and a Post-Earnings Rally
Derek Maetzold's November-December Form 4 activity came after Castle Biosciences raised 2025 revenue guidance and the stock surged on the Q3 release, making this a post-strength sell pattern rather than a panic exit.
- News
Mario Gabelli Put Roughly $66M Into His Own Closed-End Complex as the 2026 Distribution and Rights Cycle Began
Mario Gabelli's recent Form 4 tape is a closed-end fund rotation story, not a simple one-stock buy: heavy December purchases in GDV, GAB, GRX, and related vehicles followed by January-February follow-through.
- Research
Ameriprise's $443B Q4 Filing Makes It the Fifth Mega-Filer to Build Netflix 900%+ in One Quarter — With the Lowest Top-5 Concentration We've Seen
Ameriprise Financial's 11,224-position portfolio has the lowest top-5 concentration of any mega-filer at 14.8%. Netflix shares surged 943%, confirming an institutional consensus trade across $2.7 trillion in combined AUM. Salesforce built 82%.
- Research
Capital Research Global's $542B Q4 Filing: Netflix Up 800%, Applied Materials Built to $8.4B, and $1B in MicroStrategy
The second Capital Group division to file a massive Netflix build in Q4 2025. Capital Research Global also doubled its Applied Materials position, holds $26B in Eli Lilly, and opened a $1B position in MicroStrategy — the Bitcoin proxy.
- News
Philip Knight Has Filed 13,182 Nike Transactions. Only One Was an Open-Market Sale.
Nike's co-founder has $3.1 billion in reported 'sell value' across his Form 4 filings. But almost every transaction is a gift, conversion, or trust transfer — not a sale. The real story is one of the largest founder-to-philanthropy transfers in American corporate history.
- News
Lilly Endowment Has Sold $111.8 Billion in Eli Lilly Stock. It Still Owns 92 Million Shares.
The charitable foundation behind Eli Lilly has filed 10,747 Form 4 transactions since 2003 — all sells. Federal tax law forces the sales. GLP-1 drug revenue has made each share worth more than ever.
- News
Jeffrey Eberwein's December Tape in STRR: $3.88M Sold While $4.98M Was Bought
Form 4 filings for Jeffrey E. Eberwein show a mixed buy-sell sequence in Star Equity Holdings during December 2025, including a large same-day swap pattern.
- News
$181.7M in SYK Stock Sold in Two Days by Ronda Stryker After Earnings Guidance
Form 4 filings show Ronda E. Stryker sold about $181.7M of Stryker shares on February 4-5, 2026, following the company's latest earnings and guidance cycle.
- News
Tim Cook Sold $33.4M of Apple Stock in One Day After a Large Exercise Window
Form 4 filings show Apple CEO Tim Cook sold roughly $33.4M of AAPL on October 2, 2025, one day after a major exercise-and-tax-withholding cycle.
- News
Micron CEO Sanjay Mehrotra Sold $27.5M of MU Stock in Five Weeks as AI Memory Demand Accelerated
Form 4 filings show Micron CEO Sanjay Mehrotra sold about $27.5M of MU shares from October 1 to November 7, 2025, after a heavy exercise window and into a record revenue cycle.
- Research
Wells Fargo's $549B Q4 Filing Did the Opposite of Every Other Bank: It Doubled Its SPY Position to $20 Billion While Peers Were Dumping It
While Bank of America cut SPY by 55% and Goldman Sachs slashed it by $11B, Wells Fargo went the other direction — increasing its SPY stake by 75.5% to $19.7B. The 4th-largest U.S. bank also made SPY its #1 holding, cut small caps 21%, and loaded $11.4B into QQQ.
- News
Michael Saylor Sold Every Share of His Own Company for $462 Million. Then He Bought 506,137 Bitcoin With It.
MicroStrategy's founder filed 2,774 insider transactions over two decades — all sells, zero purchases. His final trade in April 2024 left him with exactly zero personal shares. The company he built now holds half a million Bitcoin worth over $50 billion.
- Research
JPMorgan's $1.59 Trillion Q4 Filing: NVIDIA Reclaims #1 as Broadcom Crashes the Top 5
JPMorgan Chase's Q4 2025 13F reveals a $1.59T portfolio where NVIDIA reclaimed the #1 spot at $85B, Broadcom surged into the top 5 at $32.5B, and Alphabet's two classes combined to $51.8B. The AI infrastructure thesis is deepening.
- News
He Ran Symantec and Chaired Microsoft. Now John Thompson Sells $600K in Rubrik Stock Every Month.
John W. Thompson has filed 2,034 insider transactions across seven public companies over two decades. His latest chapter: a clockwork monthly selling program at cybersecurity firm Rubrik.