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
CVNA: Ernest Garcia III's Latest Filing Was Tax Withholding, Not a Fresh Open-Market Dump
Carvana CEO Ernest Garcia III had 4,537 shares withheld for taxes on April 1, leaving him with 910,345 directly held shares. The filing arrived after Carvana posted record 2025 results, approved a 5-for-1 split, and then ran into a rough April reset for the stock.
- News
American Eagle CEO Jay Schottenstein Moved His Direct AEO Stake to Zero — But Form 4 Still Shows 2.24M Indirect Shares
Jay Schottenstein's latest American Eagle filing pushed his directly held Class A position to zero, but the same Form 4 still showed 2.24 million indirect shares in Table II. The timing lands weeks after AEO reported record holiday-quarter revenue and then watched the stock slide anyway.
- Research
Balyasny’s $78.78B Q4 2025 13F Shows a Pod Shop Still Spreading Risk Across 500 Positions
Balyasny Asset Management reported $78.78B in Q4 2025 13F AUM, but its top five U.S. long positions made up only 13.9% of the book — a clear sign of platform-level diversification.
- Research
Stifel's $111.17B Q4 Filing Looks Less Like a Bet and More Like a Wealth Platform at Scale
Stifel Financial Corp reported $111.17B of Q4 2025 13F AUM, but the more important signal was how diversified the platform stayed while adding tactical risk around the edges.
- News
Marc Benioff's Methodical CRM Dispositions Total Over $11 Billion
Salesforce Chair and CEO Marc Benioff's long-term selling strategy highlights systematic diversification while retaining massive multi-class voting power.
- News
Qualys CEO Sumedh Thakar Unloads Shares as Q4 Earnings Beat Expectations — A Strategic 10b5-1 Exit
Qualys CEO Sumedh Thakar executes a planned 10b5-1 sale in early 2026, coinciding with a record-setting Q4 earnings report that saw the cybersecurity leader beat analyst expectations.
- News
Equinix Executive Chairman Charles Meyers Sells $1.6M Following Leadership Transition and Strong Q4 Earnings
Equinix Executive Chairman Charles Meyers continues systematic 10b5-1 sales as he transitions leadership roles, amid record-breaking data center demand.
- News
Adobe CEO Shantanu Narayen Sells $506M in Stock Following Retirement Announcement — The AI Exit of an 18-Year Tenure
Adobe's record-setting CEO Shantanu Narayen unloads a massive $506 million position as he prepares to step down, signaling the end of an era for the creative software giant.
- News
Leggett & Platt Insider Karl Glassman Discloses $22M Activity Following Recent Dividend Cut
Karl Glassman, a major insider at Leggett & Platt, has disclosed a series of transactions totaling $22.4 million as the company navigates a major strategic shift and dividend reduction.
- News
VeriFone Director Barry Zwarenstein Continues Systematic Sales Amid Post-Rally Volatility
VeriFone director Barry Zwarenstein has executed another round of systematic sales, bringing his total proceeds to over $85 million as the company's ownership structure evolves.
- News
First Solar Director Michael Ahearn Offloads $740M in Massive Multi-Year Exit
One of First Solar's most prominent insiders, Michael Ahearn, has completed one of the largest insider selling campaigns in recent memory, totaling over $740 million.
- News
Murray Stahl Kept Buying RENN Fund Into March: Why a Tiny Insider Buy Can Still Matter
Horizon Kinetics co-founder Murray Stahl kept adding RENN Fund shares in late March 2026. The dollars were small, but the setup matters because he sits at the center of the funds strategy, board, and ownership story.
- News
Two Protagonist Therapeutics Insiders Sold More Than $8M as Trial Milestones Moved the Story Forward
Two Protagonist Therapeutics insiders sold more than $8M of PTGX stock in late March as the biotech moved deeper into a milestone-rich phase with regulatory and trial catalysts ahead.
- News
Tempus AI CEO Eric Lefkofsky Sold $7.7M in March as 2026 Growth Expectations Stayed Hot
Tempus AI CEO Eric Lefkofsky sold roughly $7.7M of TEM stock in late March, but the transaction landed while Tempus was still carrying strong 2026 growth expectations and heavy analyst attention.
- News
PBF Energy Chairman Thomas Nimbley Sold $2.6M After an Option Exercise as Refining Margins Recovered
PBF Energy chairman Thomas Nimbley sold about $2.6M of stock after exercising options, a filing that arrived as PBF talked about better gross refining margins and a Martinez restart.
- News
Klaviyos Andrew Bialecki Sold $3.6M in Class A Shares but Kept His Control Stake
Klaviyo co-founder Andrew Bialecki sold $3.6M of Class A shares in March, but the filing still showed a dominant control position through other share classes and structures.
- News
Barry Dillers IAC Bought $37.2M of MGM Stock in Two Days
IAC bought roughly $37.2M of MGM stock across two March filings, extending Barry Dillers long-running accumulation into a period of improving BetMGM and 2026 optimism.
- News
HPE CEO Antonio Neri Sold $6.7M as Juniper Integration and AI Networking Took Center Stage
HPE CEO Antonio Neri sold about $6.7M of stock in late March while HPE was balancing Juniper integration, AI-networking ambitions, and a cost-reset story.
- News
Gap CEO Horacio Barbeito Sold $2.7M After Gaps 2026 Outlook Framed the Next Turnaround Phase
Gap CEO Horacio Barbeito sold roughly $2.7M of stock in March just after Gap outlined its 2026 priorities around Old Navy, new store formats, and the next stage of its brand reset.
- News
Guidewire Stock Rallied on Raised FY2026 Outlook. Why Did James Winston King Sell Again?
James Winston King's March 2026 GWRE sale followed Guidewire's stronger outlook and cloud momentum, adding a fresh insider signal during a fast rerating phase.