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 (662)
- News
Exxon Mobil Q1 2026 Earnings: Hedging Headwinds vs. Institutional Conviction
Exxon Mobil faces profit pressure from hedging losses in Q1 2026, but its massive institutional holder base shows high conviction in the energy giant's long-term production and dividend strategy.
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Jay Schottenstein's $753 Million Sale: Why Table II Data Shows the American Eagle Chairman Isn't Leaving
Jay L. Schottenstein has sold over $753 million in American Eagle stock, but our deep dive into Table II and 13D/G filings reveals a massive beneficial ownership stake that keeps him in control. We analyze the 'hidden' 2.2 million shares.
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Charles Schwab's $2.8 Billion Sell-Off: Why the Founder Still Holds the Keys to the Kingdom
Charles R. Schwab has sold over $2.8 billion in SCHW stock, but our deep dive into Table II filings reveals a multi-class ownership structure that keeps the founder firmly in control. We analyze the 10b5-1 pattern and the institutional overlap.
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Exxon and Chevron Defy Production Pressure: Decoding the Institutional Mandates Behind the Oil Giants' Strategy
Exxon Mobil and Chevron are reportedly resisting political pressure to boost oil production. We analyze the 13F data to see how institutional giants like BlackRock and FMR are influencing the industry's focus on capital discipline.
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GameStop's Audacious Play for eBay: Decoding the Institutional Angle Behind the Rumored $10B Bid
GameStop is reportedly preparing a bid for eBay, a move that would transform the video game retailer into a broad e-commerce powerhouse. We analyze the 13F and 13D data to see which institutional heavyweights are positioned for this pivot.
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Tim Cook's Divergent Signals: Mechanical Apple Sales vs. High-Conviction Nike Buying
Apple CEO Tim Cook recently executed a rare open-market purchase of Nike stock, contrasting sharply with his programmatic selling of Apple shares. 13F Insight analyzes the 'conviction gap' and the multi-class ownership reality.
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Scotts Miracle-Gro’s $1B Growth Bet: Decoding James Hagedorn’s Insider Signals After Q2 Beat
Scotts Miracle-Gro has reported a significant Q2 earnings beat, but insider activity remains a key focus for institutional holders. We analyze James Hagedorn’s $312M career sales and his alignment with the 'SMG 2.0' roadmap.
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Tutor Perini’s Changing of the Guard: Decoding Ronald Tutor’s 18-Month Exit Strategy
Executive Chairman Ronald Tutor has announced a plan to divest his entire 12.4% stake in Tutor Perini. We analyze the 13D filings and the 'buy the dip' activity from the company's new leadership.
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Zoom CEO Eric Yuan Sells $6.9M as Platform Pivots to AI-First Strategy
Zoom Video Communications CEO Eric Yuan recently sold $6.9 million in stock under a 10b5-1 plan. We examine the context of Zoom's AI transformation and Yuan's remaining multi-class stake.
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The AI Hunger Games: How Institutional Giants Are Reacting to the Big Tech Capex Surge
As Alphabet, Amazon, Meta, and Microsoft signal massive increases in AI spending, institutional investors are recalculating their risk. We analyze the 13F data to see who is doubling down and who is trimming tech exposure.
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Tesla’s $158 Billion Question: How Institutional Giants View Musk’s 2025 Pay Pack
Tesla has disclosed a staggering $158 billion pay value for Elon Musk in 2025. We analyze the institutional holder base to see which mega-funds have the most to lose—or gain—from this governance milestone.
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GameStop's Audacious Play for eBay: Decoding the Institutional Ownership Battle
Rumors of a GameStop offer for eBay have sent shockwaves through the market. We dive into the 13F data to see how institutional giants like BlackRock and Citadel are positioned for this potential retail-ecommerce merger.
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Ares Management (ARES) Fundraising Surge: Decoding the Institutional Enthusiasm
Ares Management continues to break AUM records. We analyze the 837 institutional holders and 18 active whales driving this alternative asset powerhouse.
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Exxon Mobil (XOM) Q1 2026 Earnings: Institutional Giants Tighten Their Grip
Exxon Mobil delivers strong Q1 2026 results. We analyze the massive $37B BlackRock and $24B State Street positions that dominate XOM's institutional landscape.
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AstraZeneca (AZN) Braces for Volatility After FDA Panel Rejection: Who is Holding the Bag?
AstraZeneca shares face pressure after a key FDA panel vote. We dive into the institutional ownership data to see which whales are most exposed to the fallout.
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Palantir Secures Pentagon AI Mandate: Institutional Data Reveals the "Whale" Conviction Behind the Rally
As the Pentagon awards a major AI contract to eight firms including Palantir, 13F Insight data reveals a surge in institutional conviction, with 3,100 holders and 14 elite whales anchoring the defense tech giant.
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CoreWeave CDO Brannin McBee Sells $6M: Decoding the Multi-Class Structure and AI Infrastructure Moat
CoreWeave Chief Development Officer Brannin McBee sold ~$6 million in CRWV stock on April 27, 2026. We dive into the company's complex multi-class share structure and its massive $66 billion backlog as an AI cloud leader.
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Vita Coco CEO Martin Roper Cashes $3.6M: Lessons from Boston Beer Applied to the Coconut Water Boom
Vita Coco CEO Martin Roper executed a $3.6 million exercise-and-sell transaction in April 2026. The former Boston Beer chief is applying a 'global platform' strategy to the beverage leader, driving record margins and international growth.
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Arista Networks CEO Jayshree Ullal Sells $13M: Is the AI Networking Rally Peak Ethernet?
Arista Networks CEO Jayshree Ullal sold approximately $13 million in ANET stock on April 21, 2026. With career sales reaching $2.20 billion, we analyze Arista's dominance in the AI networking market and the ongoing battle between Ethernet and InfiniBand.
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Martine Rothblatt’s $1.4M Move: Why the United Therapeutics Visionary Just Trimmed Her Stake
United Therapeutics CEO Martine Rothblatt executed a $1.4 million option exercise and sale on April 27, 2026. As she nears $1.05 billion in career sales, we examine her mission to revolutionize organ transplantation and the biotech firm's market dominance.