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
Hess Sells $36M of Chevron Stock Post-Merger — CVX Director Trim
John B. Hess, the former Hess Corp CEO turned Chevron director after the 2024 merger closed, sold roughly $36M of Chevron stock across three lots on 2026-05-06. His Form 4 reports 658,045 shares remaining plus the 8.58% beneficial stake disclosed on the latest 13G/A.
- News
Morningstar Founder Mansueto Trims Daily; Still 37.5% Owner
Joe Mansueto sold another $3.3M of MORN this week through small daily lots — but the founder still controls 37.5% of Morningstar via 14.9M shares per the latest Schedule 13G/A.
- News
Rivian Ships In-Car AI Assistant: Who's Still Long RIVN
Rivian rolled out Rivian Assistant and Unified Intelligence software for in-cabin voice control. The 13F holder base around the launch tells you which capital is actually expressing conviction in the EV maker — and which is hedged inventory.
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Microsoft Patch Tuesday Fixes 120 Flaws: Who Owns MSFT
Microsoft shipped 120 fixes in its May 2026 Patch Tuesday with no in-the-wild zero-days. The real signal for retail investors is who is sitting behind the $3T market cap on the next disclosure cycle.
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Eric Yuan's ZM April Print: $10M Across Exercise, Sell, Convert
Zoom founder Eric Yuan filed a 20-transaction Form 4 sequence across April 13-14, 2026 mixing exercises, conversions, tax withholdings, and open-market sales for roughly $10.1 million in proceeds. The codes mix says this is a compensation event, not a directional bet.
- News
Rothblatt's UTHR May Exercise-and-Sell: $13M at 4x Strike
United Therapeutics CEO Martine Rothblatt exercised 9,500 options at $146 and immediately sold 27 lots at $574-580 across May 11, 2026, generating roughly $13.4 million. The structure was M plus S, not discretionary selling on a directional view.
- News
Joe Mansueto's MORN May Drip: 35 Sales, Still Owns 37.5%
Morningstar founder Joe Mansueto filed 35 Form 4 sales in the first 12 days of May 2026, draining about $5 million at $176-180 per share. The drip is programmatic. His 37.5% beneficial stake is untouched.
- News
GameStop's $56B EBAY Bid Rejected: The Holder Mismatch
GameStop CEO Ryan Cohen's unsolicited $56 billion takeover proposal for eBay was rejected with a six-point public letter. Beneath the headline, the two holder bases barely overlap, and GME's own filings suggest a story far smaller than the bid.
- News
SAP Ships AI Agents: US Active Holders Lead vs Index Complexes
SAP rolled out a new enterprise AI agent platform and unified automation layer for its Business Suite this week. For a German large-cap with a US ADR, the more interesting fact is the 13F holder mix: this is one of the few mega-cap enterprise software names where active managers dominate the top of the holder list.
- News
Senate's Crypto Bill Lands on COIN: Holders Are 72% Mechanical
The Senate Banking Committee released its crypto market structure bill ahead of expected ethics-rule wrangling. The bill matters for Coinbase. The COIN cap table tells you who actually owns the stock — and the answer is mostly market-maker inventory and index complexes, not long-only active conviction.
- News
CoreWeave April Sale: NVIDIA Still Owns 11.5%, Magnetar 14.9%
CoreWeave's April 27 Form 4 from Chief Development Officer Brannin McBee documents a familiar post-IPO founder mechanic. The more interesting filings on CoreWeave's docket are happening at the institutional layer — a 14.9% Magnetar block, an 11.5% NVIDIA strategic stake, and a fresh 8.1% Goldman 13G filed last week.
- News
Lilly's Oral GLP-1 Reads Out: Founding Endowment Holds 9.7%
Eli Lilly's oral GLP-1 candidate orforglipron published fresh maintenance-phase data — patients who stopped weekly obesity injections kept the weight off on the daily pill. The pipeline story is well-covered. What gets less attention: the largest holder of LLY isn't BlackRock or Vanguard. It's a private endowment.
- News
Charles Schwab Founder Sells Through Q2 Price Drop: No Pause
Charles Schwab's founder didn't pause his sale program when the stock dropped 13% between February and late April. He kept printing 35K-55K share lines at progressively lower prices. The cadence itself is the read — and so is what didn't change in the 13G tape.
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Anthony Wood's ROKU April Drip: FMR Still Holds 10.5%
Roku CEO Anthony Wood's April Form 4 lines show the same convert-Class-B-then-drip mechanic visible across other founder-led tech names. The question worth asking isn't how much the CEO sold; it's who built the other side of those tickets — and the 13G/A tape says it was Fidelity at 10.5% and a freshly reseeded Vanguard at 5.26%.
- News
Matthew Prince April NET Sell: Class B Convert-Drip
Cloudflare CEO Matthew Prince's April Form 4 shows the by-now familiar founder pattern: convert a tranche of Class B super-voting shares to Class A, then drip-sell the result into the open market. The dollar figure is small. The mechanic — and what it implies about the 7.7% beneficial stake left behind — is what matters.
- News
PayPal Pays $30M DEI Settlement: Who Owns PYPL Now
PayPal agreed to a $30 million settlement over its DEI investment program. The headline is the regulatory cost — the more interesting tape is what 13F and 13G filings reveal about who holds PYPL today, and how the institutional base has shifted in the two quarters leading up to this announcement.
- News
Ken Duda's ANET April Sales: Plan Cadence Meets Vanguard 13G
Arista Networks CTO Ken Duda exercised and sold ANET stock on April 17 at $161-$165 — the latest tick in a programmatic monthly cycle. Vanguard's fresh 6.25% 13G filing two weeks later is the more telling document on the cap table.
- News
John Hess's $36M CVX Sale: Post-Merger Disposal Pattern
Hess Corp CEO John Hess sold roughly $36M of Chevron stock on May 6 at $183-$185. The transaction is the latest in a quarterly disposal pattern that started after the CVX-HES merger closed in July 2025.
- News
Paul Mahon's UTHR May Sale: Monthly Exercise Cadence Decoded
United Therapeutics EVP Paul Mahon's May 7 Form 4 reads as a $5M open-market sale at $585-$597 — but the full transaction tape shows a programmatic monthly exercise-and-sell pattern, not a discretionary view on the stock.
- News
Byron Allen's $120M BuzzFeed Bid Hits an Empty Cap Table
Byron Allen wants 51% of BuzzFeed for $120M. The 13D/G tape says he's buying into a company NEA, Comcast, and Hearst have all already exited — a hollowed-out institutional base where the largest active holder reports under $500,000 in stock.