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 John Ternus Era Starts With a Holder Base Built for Continuity
Apple's CEO handoff to John Ternus is a major governance event, but 13F Insight's ownership data shows the company enters it with one of the deepest and most stable institutional registers in the market. That matters more than the headline shock if you are trying to judge whether this is a true regime change or a carefully managed transition.
- News
UnitedHealth's Reset Quarter Still Runs Through a Very Patient Holder Base
UnitedHealth's first-quarter beat and outlook raise matter on their own, but the more durable signal is how broad and institutional the holder base still is after a brutal stretch for the stock. The data suggests this is not an activist rescue story. It is a confidence test for one of the market's deepest healthcare registers.
- News
Amazon's California Pricing Fight Hits a Holder Base Built to Absorb Shock
California's latest allegations against Amazon matter because they go to pricing power, not just headline risk. But 13F Insight's ownership data shows the stock enters this regulatory fight with one of the broadest and most diversified institutional registers in the market, which changes how quickly legal headlines can force a repricing.
- News
United Therapeutics CEO Martine Rothblatt Sold About $2.2M in March 2026 as UTHR Sat Near Record Results
United Therapeutics CEO Martine Rothblatt sold roughly $2.2 million of UTHR stock across visible March 2026 Form 4 sale lines. The trades landed after the company reported record 2025 revenue and while UTHR still traded at $580.51 on April 17, 2026.
- News
Roku Founder Anthony Wood Sold Class A Shares on April 16, 2026, but Form 4 Still Showed 16.27M in Table II
Roku founder Anthony Wood sold 25,000 Class A shares on April 16, 2026 for about $2.8 million, but the same filing still showed 16.27 million shares in Form 4 Table II. The trade landed while Roku stock held above $111 after a profitable 2025 finish.
- News
Datadog CTO Alexis Le-Quoc Sold About $3.7M on April 6, 2026 as DDOG Stayed in the AI Trade
Datadog CTO Alexis Le-Quoc exercised options and sold multiple DDOG lots on April 6, 2026 for roughly $3.7 million. The stock still traded at $123.47 on April 17, 2026 as investors kept focusing on Datadog’s AI and enterprise growth story.
- News
Cloudflare CEO Matthew Prince Sold About $3.3M on April 8, 2026, but 13G Still Pointed to 7.7% Ownership
Cloudflare CEO Matthew Prince sold multiple NET lots on April 8, 2026 for roughly $3.3 million. The stock still traded at $197.38 on April 17, 2026, and recent 13G filings still associated Prince with about 7.7% beneficial ownership.
- News
Micron Executive Sumit Sadana Sold About $10.1M on April 10, 2026 as MU Stayed Above $450
Micron EVP and Chief Business Officer Sumit Sadana sold 24,000 MU shares at $421.35 on April 10, 2026, worth about $10.1 million. MU later traded at $456.23 on April 16, 2026.
- Research
Appaloosa Q1 2026 Preview: Tepper Cut Alibaba Below 11% and Refilled With Amazon, Micron and TSM
Appaloosa's Q4 2025 filing still shows Alibaba as the top disclosed holding, but the sharper signal is the refill: Amazon, Micron, TSM, NRG and Whirlpool all moved into a $6.93B book ahead of Q1 2026.
- News
Arista CEO Jayshree Ullal Sold About $16.9M on April 13, 2026 as ANET Held Near Highs
Arista Networks CEO Jayshree Ullal sold 112,812 ANET shares at $150.1141 on April 13, 2026, worth about $16.9 million. ANET still traded at $154.33 on April 15, 2026.
- Research
Amundi Q4 2025: Europe’s asset-management giant ends the year with a $367.99B U.S. filing
Amundi ended 2025Q4 with $367.99B in reported 13F AUM, a 73.00 WhaleScore, and a top disclosed U.S. equity book led by NVDA, AAPL, and MSFT.
- Research
Royal Bank of Canada’s $614.69B Q4 2025 U.S. Portfolio Looks Like a Wealth Platform in Bank Clothing
Royal Bank of Canada’s Q4 2025 13F hit $614.69B, but the real story is the shape of the book: ETF wrappers, mega-cap benchmarks, and Canadian bank exposure that look far more like a cross-border wealth and custody machine than a classic bank balance-sheet bet.
- Research
CalPERS Q4 2025 13F: The Largest U.S. Public Pension Fund Doubles Down on Mega-Cap Leadership
CalPERS ended Q4 2025 with $174.90B in reported 13F AUM, led by a $19.81B VOO stake and heavyweight positions in Nvidia, Microsoft, Apple, and Alphabet.
- Research
Millennium Q1 2026 Preview: A 5,950-Holding Giant Just Pushed IWM to the Top of the Book
Millennium ended Q4 2025 with $237.79B in visible 13F assets, 5,950 holdings, and a top book dominated by IWM, IVV, QQQ, and NVDA. Q1 2026 will show whether the platform keeps leaning into ETF-heavy crowding.
- News
CoreWeave Insiders Sold About $28M on April 13, 2026 as CRWV Traded Above $100
Two CoreWeave executives exercised stock and sold roughly 252,085 shares on April 13, 2026. The combined sale value was about $28 million while CRWV later traded at $118.69 on April 16, 2026.
- News
Former Boston Beer CEO Martin Roper Sold $2.5M of Vita Coco After COCO's 52-Week Surge
Martin Roper monetized 50,000 Vita Coco options for about $2.5 million in April, weeks after COCO hit a 52-week high and after the company posted 18% full-year sales growth.
- News
Atlassian Co-Founder Scott Farquhar Sold $2.1M of TEAM Just Before Earnings — But the Ownership Story Is Bigger
Scott Farquhar sold about $2.06 million of Atlassian stock over two January 2026 trading days, yet 13G data still points to founder-level beneficial ownership at TEAM.
- News
Zoom CEO Eric Yuan's Strategic Liquidity: A Look at $1.3B in Sales
Zoom founder Eric Yuan has systematically liquidated $1.3 billion in stock over his tenure. We explore why these 10b5-1 sales shouldn't worry long-term investors.
- News
NVIDIA CEO Jensen Huang's Systematic Sales Top $3 Billion
NVIDIA's Jensen Huang has executed over $3 billion in stock sales, but a deep dive into his derivative holdings shows he retains massive equity control.
- News
Arista's AI Run Is Intact, but Co-Founder Kenneth Duda Just Sold Another $7.8M of ANET
Kenneth Duda's latest Arista sale landed after a strong Q4 report, a higher 2026 outlook, and a fresh push to sell AI networking as the company's next growth engine.