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
John Hess Sells $36M CVX in One Day Post-Merger
John Hess, now a Chevron director after the 2025 merger, sold 195,000 CVX shares for $36M on May 6, 2026 at $183.90-$185.21. His combined trust and direct holdings still total over 1.18M Chevron shares.
- News
Marc Benioff's CRM Distributions: Inside the 10b5-1 Cadence
Through Q1 2026 the Salesforce CEO continued mechanical 10b5-1 exercise-and-sell activity while retaining 11.9M shares via trusts and derivatives. The pattern reads as compensation conversion, not conviction shift.
- News
Morningstar Founder Mansueto Sells $6.1M MORN Under 10b5-1
Morningstar founder Joe Mansueto sold roughly $6.1M of MORN across May 5-15 under a 10b5-1 plan adopted November 2025. He still beneficially owns 37.5% of the company.
- News
Charles Schwab Sells $22M of SCHW in 7 Trading Days
The Schwab founder sold roughly $22M of SCHW across April 23-May 1 at prices from $90 to $91.86. He remains a 10% beneficial owner with 54.4M directly-held Class A shares plus 56.1M via family trusts.
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Publicis Buys LiveRamp at $38.50: RAMP Holder File Read
Publicis is paying $38.50 per share in cash for LiveRamp, a 29.8% premium. With 288 institutional holders and a year-end close, the ownership file is now a merger-arb problem, not a fundamental one.
- News
NextEra to Buy Dominion for $67B: NEE Holder Stack Read
NextEra is paying $67B in stock for Dominion at a fixed 0.8138 exchange ratio. The combined book stretches across NEE's 3,166 holders and D's institutional roster — here is who is set up to gain and who has to swap exposure.
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Regeneron Fianlimab Trial Fails: What 1,455 REGN Holders Now See
Regeneron's fianlimab+Libtayo combo missed its primary PFS endpoint vs Keytruda at p=0.0627. The data angle is in who has to defend the position — and who already trimmed.
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Gates Foundation Trust Sells Last $3.7B of Microsoft in Q1
The Gates Foundation Trust's Q1 2026 13F-HR, filed May 15, shows zero Microsoft shares — ending a position that one quarter earlier was worth $3.7B and made up 10.5% of the portfolio. The foundation is now a four-name industrial stack led by Berkshire and Waste Management.
- News
Roku Founder Wood Sells $9.7M at $128-131
Roku founder and CEO Anthony Wood sold 75,000 Class A shares worth $9.7M on May 11, 2026 at prices from $128-131 per share under a prearranged 10b5-1 plan, while retaining 16.2 million Class B shares. FMR LLC holds 10.5% of the company.
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CrowdStrike CEO Sells at $560 Under 10b5-1 Plan
CrowdStrike CEO George Kurtz sold CRWD shares at $557-565 on May 14, 2026 under a Rule 10b5-1 prearranged plan — the latest in a multi-year pattern of programmatic selling at what are now post-outage recovery highs. Institutional investors Jennison Associates and Citadel remain large holders.
- News
Starbucks Cuts 300 Jobs as Capital Group Holds $18B
Starbucks is cutting 300 corporate jobs under CEO Brian Niccol's turnaround plan. Despite the restructuring pain, Capital Group entities hold $18.43B in SBUX — ranking as the top two active institutional owners. Here's what the holder table reveals about conviction through the reset.
- News
Nvidia Earnings Approach: 6,105 Holders, Goldman at $38B
As Nvidia approaches its Q1 FY2027 earnings report, analysts are resetting price targets. 13F Insight data shows 6,105 institutional holders with Goldman Sachs at $38.47B and Capital Research at $33.66B among the active-manager conviction plays.
- News
Berkshire Tripled Alphabet, Entered Delta in Q1 2026
Warren Buffett's Berkshire Hathaway disclosed a tripled stake in Alphabet and a fresh position in Delta Air Lines in its Q1 2026 13F. Here's what 13F Insight's institutional ownership data reveals about the broader conviction picture around GOOG and DAL.
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Corning: Capital Research $3B Bet on AI Fiber-Optic Glass
AI infrastructure capex headlines extend institutional attention to optical-fiber and specialty-glass franchises. Corning carries Capital Research Global Investors at $2.97 billion — concentrated active conviction on AI fiber-optic infrastructure plus diversified specialty-glass franchise economics.
- News
Biogen: Primecap $2.7B Concentrated Active Bet Pre-Trial
Alzheimer trial results focus institutional attention on Biogen. Primecap Management holds $2.71 billion in BIIB — the largest concentrated active manager position and second-largest institutional holder overall. A distinctive long-cycle conviction bet on neurodegenerative pipeline.
- News
Texas Instruments: JPMorgan 0.46% Analog-Semi Overweight
Cisco AI restructuring headlines focus institutional attention on the semiconductor cycle. Texas Instruments — the largest US analog-semiconductor manufacturer — carries JPMorgan Chase at $1.8 billion and 0.46% portfolio weight. A modest active overweight on the multi-decade analog franchise.