BellaJones
Rookie
- Nov 19, 2025
- 26
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I’ve been digging through some recent SEC Form 4 filings regarding Google insider trading activity, and honestly, the optics aren't great. While everyone is hyped about the recent AI breakthroughs and Cloud growth, the people running the show at Alphabet (GOOGL) seem to have a different agenda.
If you look at the raw data from the last three months, we are seeing a massive wave of selling. We’re talking about roughly $68 million in net insider sales with basically zero buying from any top-tier executives.
The Breakdown:
Usually, I don't get spooked by a few scheduled sales, but when the Google insider trading trend is this one-sided (all sell, no buy) while the stock is near all-time highs, it’s worth a second look. Are they seeing a cooling-off period ahead that we aren't?
What’s your take? Are you guys ignoring the insider selling because the fundamentals are still strong, or are you taking some chips off the table alongside Sundar? I’m leaning towards trimming 10% of my position here just to be safe.
If you look at the raw data from the last three months, we are seeing a massive wave of selling. We’re talking about roughly $68 million in net insider sales with basically zero buying from any top-tier executives.
The Breakdown:
- Sundar Pichai has been extremely active. He’s been offloading chunks of 32,500 shares like clockwork since late last year, hitting the market at prices above $300.
- It’s a bit of a "crowded exit." The Chief Business Officer (Schindler) and the Chief Legal Officer (Walker) have also been trimming their positions significantly.
- While a lot of this is automated through 10b5-1 plans, the sheer volume and the total lack of "insider buys" suggest that the management doesn't see the current $300+ price point as a "bargain."
Usually, I don't get spooked by a few scheduled sales, but when the Google insider trading trend is this one-sided (all sell, no buy) while the stock is near all-time highs, it’s worth a second look. Are they seeing a cooling-off period ahead that we aren't?
What’s your take? Are you guys ignoring the insider selling because the fundamentals are still strong, or are you taking some chips off the table alongside Sundar? I’m leaning towards trimming 10% of my position here just to be safe.