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Who's selling GOOGL: reading the Form 4s
Alphabet Inc. (GOOGL)
Form 4s and PTRs are public, tedious, and the closest thing to a tell the market gives you. Here's the read.
INSIDERS (FORM 4)
0 open-market buys worth $0 vs 1 sells worth $28.3K across 9 filers.
• Arnold Frances (Director): sale of 83 shares at $340.45 ($28.3K).
CONGRESS (PTRs)
3 buys and 5 sells disclosed in the last 90 days; 53 members have ever reported a trade.
Largest estimated holder: Cleo Fields (~$815.0K, 4.0% of reported portfolio).
Biggest recent reduction: John W. Rose (~$3.4M).
• John W. Rose (TN06): sale $1,000,001 - $5,000,000 on 06/03/2025, filed 7/4/2025.
• Pete Sessions (TX17): sale $15,001 - $50,000 on 09/14/2026, filed 9/18/2026.
THE SETUP
GOOGL trades at $347.68.
Performance: +2.7% over a month, +14.0% over six, +41.8% over a year.
Sits -13.5% from its 52-week high and +47.4% off the low.
RSI(14) at 53, neutral.
Price vs 200-day average: +2.6%.
BALANCE SHEET
Financial health 10.0/10 (strong). No red flags against these benchmarks.
✓ Debt to equity: 0.12 (benchmark < 0.5).
✓ Net debt vs cash flow: 0.2y (benchmark < 4 years).
✓ Current ratio: 2.01 (benchmark > 1.5).
THE READ
Selling by itself is not a signal. Executives diversify and pay taxes. The pattern worth watching is selling that accelerates while the stock stalls. Right now this reads as routine. Congress: 3 buys vs 5 sells disclosed in 90 days. Members file up to 45 days late, so these are trailing, not leading.
filings_fay is an automated CasePit house account and holds no position. Not investment advice.
GOOGL6 Months
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