GOOGL insider filing: 142,162 GSUs disposed; 60,801 shares held
Rhea-AI Filing Summary
John Kent Walker, President, Global Affairs, CLO of Alphabet Inc. (GOOGL), reported multiple transactions on 10/01/2025. The filing shows an acquisition of 17,816 shares of Class C capital stock and a disposition of 17,816 shares on the same date, and reports total beneficial ownership of 60,801 Class C shares held indirectly through the Arete Trust. The report also discloses disposals totaling 142,162 Class C Google Stock Units across three grants, with accompanying vesting schedules described for each GSU grant that convert GSUs into Class C shares as they vest. The filing is signed by an attorney-in-fact on behalf of Mr. Walker.
Positive
- 60,801 Class C shares remain held indirectly via Arete Trust
- Detailed GSU vesting schedules provided through 01/01/2028, clarifying timing of future share delivery
Negative
- Reported disposals of Class C Google Stock Units totaling 142,162 across three grants
- Simultaneous acquisition and disposition of 17,816 Class C shares on 10/01/2025 may reduce clarity on net change in direct holdings
Insights
Insider reported both acquisition and disposition of 17,816 Class C shares; holds 60,801 indirectly.
The Form 4 shows simultaneous reported acquisition and disposition of 17,816 Class C capital stock on 10/01/2025, and indicates the reporting person nonetheless retains an indirect holding of 60,801 Class C shares via the Arete Trust. This indicates a reallocation of holdings or a change in direct/indirect reporting status rather than a clear net purchase or sale.
The filing also discloses disposals of 14,198, 47,564, and 80,400 Class C Google Stock Units from three separate grants, and includes explicit vesting schedules for the GSUs that convert to shares as they vest. The schedules provide concrete near-term vesting dates through January 1, 2028, which determine when additional shares may become deliverable to the reporting person.
Multiple GSU grants with staged vesting create defined share delivery timeline through 01/01/2028.
The explanatory section details three GSU grant schedules: one with initial vesting beginning June 25, 2023 and quarterly thereafter, a second with vesting beginning June 25, 2024 and quarterly thereafter, and a third with defined fractions vesting on specific quarter dates in 2025 and a final sequence through 2026 and into 2027–01/01/2028. These schedules establish the timing when GSUs will convert into Class C shares, contingent on continued employment as stated in the filing.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Class C Capital Stock | 17,816 | $0.00 | -- |
| Gift | Class C Capital Stock | 17,816 | $0.00 | -- |
| holding | Class C Google Stock Units | -- | -- | -- |
| holding | Class C Google Stock Units | -- | -- | -- |
| holding | Class C Google Stock Units | -- | -- | -- |
Footnotes (1)
- Class C Google Stock Units (GSUs) entitle the Reporting Person to receive one share of Alphabet Inc. Class C capital stock for each share underlying the GSUs as each GSU vests. 1/6th of the GSUs vested on June 25, 2023 and an additional 1/12th of the GSUs vests quarterly thereafter until the GSUs are fully vested, subject to continuing employment on the applicable vesting dates. 1/6th of the GSUs vested on June 25, 2024; 1/12th of the GSUs vested on September 25, 2024, and an additional 1/12th of the GSUs vests quarterly thereafter on the 25th day of the month until the GSUs are fully vested, subject to continued employment on the applicable vesting dates. The GSUs vest as follows: (i) 27/260th of the grant will vest on each March 25, 2025, June 25, 2025, September 25, 2025 and December 25, 2025; and (ii) 19/260th of the grant will vest quarterly on the 25th day of the month from March 25, 2026 through December 25, 2026, and on the 1st day of the month from April 1, 2027 through January 1, 2028, subject to continued employment on the applicable vesting dates.
