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
AT&T-TMUS-VZ Coverage JV: GQG Sits 3.7% Overweight on T
AT&T, T-Mobile and Verizon announced a three-way joint venture on Wednesday to attack rural coverage dead zones. Our holder book shows where the conviction has been hiding on T while the carriers were still rivals.
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Ford Energy Subsidiary Pop: The Quants Were Already Long F
Ford spun out Ford Energy on Wednesday to chase the AI data-center power buildout, and F stock jumped. Our holder book reveals which institutions were positioned for exactly this trade before the press release.
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Capital Research Files Fresh 7.6% Carvana 13G as Garcia III Vests
Capital Research Global Investors filed a SC 13G on May 14, 2026 disclosing 7.60% / 10.85M Carvana shares. CEO Ernie Garcia III's recent Form 4 activity is RSU vesting plus tax-withholding, not discretionary selling. The 13D/G stack on CVNA is unusually active.
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Honda Scraps EV Targets: HMC's Value-Manager Holder Base
Honda is scrapping its 2030 EV sales targets after disclosing a $9B annual loss tied largely to the EV transition. The 13F record on HMC's US-listed ADRs shows a holder base dominated by deep-value managers — the exact cohort least surprised by this decision.
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Boeing's China Order: Fidelity Rivals BlackRock at the Top
Boeing surfaces in the Trump-Beijing summit news cycle as a China commercial-aircraft order takes shape. The 13F record on BA shows Fidelity rivaling BlackRock at the top of the book — a structural feature that matters for how the news will be priced.
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Biogen's Tau Drug Phase 2 Read: Three Active Holders Own 23%
Biogen released Phase 2 CELIA data for diranersen — its tau-targeting Alzheimer's candidate — showing a reduction in tau pathology with mixed cognitive endpoints. PRIMECAP, FMR, and Vanguard combined disclose 26% of shares outstanding on Schedules 13G.
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Charles Schwab Drips Another $22M of SCHW: 241K Shares in 9 Days
Charles R. Schwab, 10%-owner of the firm that carries his name, sold 241,643 SCHW shares for roughly $22M across nine trading days through May 1, 2026. The cadence is a clear extension of his trailing-twelve-month $157M monetization pattern.
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UTHR Chair Rothblatt Exercises Options, Sells $9.2M in 5 Days
Martine Rothblatt, chair and CEO of United Therapeutics, exercised 28,500 options at $146.03 and sold 16,016 shares for $9.23M across five trading sessions through May 11, 2026. The transaction profile is consistent with a cashless exercise — not a discretionary exit.
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Walmart Cuts 1,000 Corporate Roles: The WMT Holder Base Read
Walmart is reportedly cutting or relocating about 1,000 corporate staff. The $342.9B institutional book on file with 13F Insight shows why the move barely registers as a strategic shift for the people who own the stock.
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Alibaba's Earnings Print Lands on a Market-Maker-Heavy Book
Alibaba's quarterly revenue release moves the tape — but the 13F record on BABA shows a holder base built on options market-makers and a thin layer of true active conviction. Reading the print without that context misses the structure.
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Cisco Posts Record Revenue, Cuts 4,000 Jobs — Who Owns CSCO Now
Cisco delivered record fiscal Q3 revenue and announced a 4,000-job restructuring on the same day. The institutional holder base on file with 13F Insight shows why this combination makes sense to the people who own the stock.
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Mansueto Drip-Sells $4.6M of MORN Across 5 Days; Owns 37.5%
Morningstar founder Joseph Mansueto sold $4.6 million of MORN across five trading days from May 6-12. The microlot execution pattern reads as a plan, not conviction — and the 13G shows him still at 37.5%.
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John Hess Trims Another $36M of CVX Post-Merger; 658K Shares Left
John Hess, the former Hess Corp CEO who became one of Chevron's largest individual holders via the 2024 merger, sold $36 million of CVX on May 6. After the trim he holds 658,045 shares — down from over 1.4 million last August.
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GameStop's Unsolicited eBay Bid Rejected: Read the 13D Tape
eBay's board rejected Ryan Cohen's unsolicited GameStop bid with six bullet points. The five recent 13D filings on GME and the holder overlap between the two books explain why this was always more about Cohen's leverage than eBay's standalone value.
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Hey Rivian: AI Assistant Ships Into a Book Anchored by Amazon
Rivian's voice assistant rollout lands on an 861-holder institutional base where Amazon's $2.4B stake dwarfs every active manager, and Baillie Gifford remains the lone concentrated growth name still leaning in.
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GOOGL Gemini Android Push Lands on a Passive Holder Base
Google's Gemini Intelligence preview for Android 17 arrived a month before iOS 27, but a look at Alphabet's 5,839 institutional holders shows the top of the book is dominated by index mandates, not AI conviction.
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Apple Chairman Arthur Levinson Sells $71M of AAPL in May 2026
Apple Board Chairman Arthur D. Levinson sold 250,000 AAPL shares on May 6, 2026, at an average price near $284.80 — roughly $71.2 million in proceeds. He still holds 3.82 million Class A shares. The cadence and timing are worth a closer read.
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ROKU CEO Sells $12.8M Class A; 16M Class B Stake Untouched
Roku founder and CEO Anthony Wood cleared 125,000 Class A shares across 11 Form 4 transactions in March and April 2026, totaling roughly $12.8 million. The Class A line on the latest filing reads zero — but the Class B / derivative line still reports 16.27 million shares.
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Charles Schwab Trims $22M of SCHW; 56M Class B Stake Intact
Founder Charles R. Schwab sold roughly $22.0 million of SCHW common stock across five Form 4 transactions in the last week of April and first day of May 2026. The headline number is small relative to his 110M+ share total — the more interesting read is what stayed put.
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Apple Ships iOS 26.5 RCS Encryption: AAPL Holder Read
Apple shipped iOS 26.5 with end-to-end encrypted RCS messaging and Apple Maps changes. The product news matters for users; for AAPL holders, the more interesting read is the institutional ownership stack underneath the world's most-held single stock.