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Nasdaq 100 Stocks SEC Filings — July 28, 2026

USA NASDAQ-100

By Gunpowder Editorial ·

12 high priority 7 medium priority 19 total filings analysed

Executive Summary

The 19 filings from NASDAQ-100 constituents reveal a mixed picture for the index. PayPal and Mondelez reported Q2 2026 results showing revenue growth but significant margin compression, with both companies facing higher costs and mixed forward guidance.

Insider trading activity is notable: Micron's CEO sold nearly $5M in stock under a 10b5-1 plan, while Alphabet's top executives engaged in routine tax-withholding transactions. Intuit's directors received restricted stock awards, indicating standard compensation. A key portfolio-level theme is the divergence between top-line growth and profitability, with both PayPal and Mondelez experiencing operating margin declines despite revenue increases. Capital allocation remains shareholder-friendly, with PayPal initiating a dividend and Mondelez increasing its payout, while both continue aggressive buybacks. The most critical development is PayPal's raised non-GAAP EPS guidance amidst GAAP earnings decline, suggesting management confidence in operational improvements despite current headwinds.

Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →

Filing types in this digest: 8-K · 10-Q · Form 4

Tracking the trend? Catch up on the prior Nasdaq 100 Stocks SEC Filings digest from July 27, 2026.

Investment Signals (12)

  • PayPal ↓ (BULLISH)
    ▲

    Raised full-year non-GAAP EPS guidance to ~$5.38 despite GAAP EPS declining mid-single digits; H1 operating cash flow surged 51.5% YoY to $3.117B

  • Mondelez ↓ (BULLISH)
    ▲

    Emerging markets organic revenue grew 7.4% YoY, significantly outpacing overall 2.2% growth; volume/mix improved 0.7%

  • Micron Technology ↓ (BEARISH)
    ▲

    CEO Sanjay Mehrotra sold ~$4.43M in stock across two filings under a 10b5-1 plan at prices between $906-$956; holdings reduced to 304,503 shares

  • PayPal ↓ (BEARISH)
    ▲

    GAAP operating income fell 5% YoY and non-GAAP operating income declined 8%; operating margins contracted 171 bps (GAAP) and 248 bps (non-GAAP)

  • Mondelez ↓ (BEARISH)
    ▲

    Adjusted EPS declined 2.7% on a constant currency basis to $0.73; adjusted operating margin contracted 120 bps to 13.1% due to higher raw material and SG&A costs

  • PayPal ↓ (BEARISH)
    ▲

    Active accounts essentially flat (+0.3% YoY) and declined sequentially by 0.2M, signaling user growth stagnation

  • Mondelez ↓ (BULLISH)
    ▲

    Returned $1.5B to shareholders in H1 2026 and announced a 4% dividend increase, demonstrating strong capital return commitment

  • PayPal ↓ (BULLISH)
    ▲

    Initiated a quarterly dividend of $0.14 per share and repurchased $3.052B in H1 2026, aggressive capital return despite earnings decline

  • Alphabet ↓ (NEUTRAL)
    ▲

    Multiple top executives (CEO, CFO, CLO) had shares withheld for taxes in routine transactions; no open-market selling detected

  • Intuit ↓ (NEUTRAL)
    ▲

    Six directors received restricted stock unit awards at $275.62 per share, standard compensation with no insider selling

  • PayPal ↓ (BULLISH)
    ▲

    Payment transactions grew 8% to 6.8B, and TPV rose 10% to $486.4B, indicating strong underlying transaction momentum

  • Mondelez ↓ (BULLISH)
    ▲

    Gross profit margin improved dramatically to 42.6% in Q2 2026 from 32.7% in Q2 2025, driven by lower cost of sales (-11.2% YoY)

Risk Flags (10)

  • PayPal/Margin Compression↓ [HIGH RISK]
    ▼

    GAAP operating margin contracted 171 bps and non-GAAP 248 bps YoY; operating income fell 5% despite 5% revenue growth

  • PayPal/Investment Losses↓ [HIGH RISK]
    ▼

    Other income swung to a $117M loss from a $25M gain YoY, driven by strategic investment portfolio and crypto assets; GAAP EPS included a ~$0.07 negative impact

  • Mondelez/Europe Weakness↓ [MODERATE RISK]
    ▼

    Europe organic revenue declined 3.5% YoY, a significant drag on overall growth; adjusted operating margin contracted 120 bps

  • PayPal/User Stagnation↓ [HIGH RISK]
    ▼

    Active accounts were essentially flat YoY (+0.3%) and declined sequentially by 0.2M, suggesting market saturation or competitive pressure

  • Micron Technology/Insider Selling↓ [MODERATE RISK]
    ▼

    CEO sold ~$4.43M in stock at elevated prices (~$906-$956); while under 10b5-1 plan, the magnitude is notable

  • Mondelez/Cash Decline↓ [MODERATE RISK]
    ▼

    Cash and cash equivalents fell 19.2% to $1.716B from year-end 2025; operating cash flow declined 5.6% in H1 2026

  • PayPal/Transaction Expense Growth↓ [HIGH RISK]
    ▼

    Transaction expenses rose 10.5% in Q2, outpacing revenue growth of 4.8%, pressuring margins

  • Mondelez/SG&A Inflation↓ [MODERATE RISK]
    ▼

    Selling, general and administrative expenses increased 16.0% to $2.001B in Q2 2026, outpacing revenue growth of 4.1%

  • PayPal/Equity Decline↓ [LOW RISK]
    ▼

    Total equity declined to $19.820B from $20.256B at year-end 2025, partly due to aggressive buybacks and dividend initiation

  • Strategy Inc/Director Selling↓ [LOW RISK]
    ▼

    Director Patten Jarrod M sold 1,950 shares at ~$98.48 after exercising options at $18.24, realizing a significant gain

Opportunities (10)

  • PayPal/Guidance Raise↓ (OPPORTUNITY)
    ◆

    Raised full-year non-GAAP EPS guidance to ~$5.38; if achieved, this implies strong H2 performance and potential upside surprise

  • Mondelez/Gross Margin Expansion↓ (OPPORTUNITY)
    ◆

    Gross margin surged to 42.6% from 32.7% YoY, driven by lower input costs; if sustained, could drive significant EPS growth

  • PayPal/Cash Flow Growth↓ (OPPORTUNITY)
    ◆

    H1 operating cash flow surged 51.5% to $3.117B, providing ample capacity for buybacks ($3.052B in H1) and the new dividend

  • Mondelez/Emerging Markets Growth↓ (OPPORTUNITY)
    ◆

    Emerging markets organic revenue grew 7.4% YoY, nearly 3x the overall growth rate; continued expansion could offset developed market weakness

  • PayPal/Transaction Momentum↓ (OPPORTUNITY)
    ◆

    TPV grew 10% YoY to $486.4B and payment transactions rose 8% to 6.8B, indicating strong underlying platform usage

  • Mondelez/Volume Improvement↓ (OPPORTUNITY)
    ◆

    Volume/mix improved 0.7% in Q2, a positive sign after periods of price-led growth; suggests consumer demand resilience

  • Alphabet/Insider Stability↓ (OPPORTUNITY)
    ◆

    No open-market selling by top executives; routine tax-withholding transactions indicate management confidence in the stock

  • Mondelez/Dividend Growth↓ (OPPORTUNITY)
    ◆

    4% dividend increase announced, extending a long track record of shareholder returns; full-year FCF guidance of ~$3B supports sustainability

  • PayPal/New Dividend Initiation↓ (OPPORTUNITY)
    ◆

    First-ever quarterly dividend of $0.14/share signals confidence in long-term cash generation and commitment to shareholder returns

  • Intuit/No Insider Selling↓ (OPPORTUNITY)
    ◆

    All insider transactions were restricted stock awards or option exercises; no sales detected, suggesting management alignment with shareholders

Sector Themes (6)

  • Revenue Growth vs Margin Compression
    ◆

    Both PayPal and Mondelez reported revenue growth (5% and 4.1% respectively) but experienced operating margin contraction (PayPal -171 bps GAAP, Mondelez -120 bps adjusted), highlighting a common theme of cost inflation outpacing top-line gains across the index.

  • Shareholder Returns Intensify
    ◆

    Both companies increased capital return—PayPal initiated a dividend and bought back $3.052B in H1, while Mondelez raised its dividend 4% and returned $1.5B in H1. This suggests mature companies are prioritizing shareholder payouts over reinvestment.

  • Emerging Markets as Growth Engine
    ◆

    Mondelez's 7.4% organic growth in emerging markets far exceeded its 2.2% overall rate, underscoring the importance of geographic diversification for consumer staples companies in the index.

  • Insider Activity Signals Caution
    ◆

    Micron's CEO sold ~$4.43M in stock under a 10b5-1 plan, while PayPal's mixed results and flat user growth suggest insider caution. Conversely, Alphabet and Intuit insiders showed no open-market selling, indicating sector divergence in management sentiment.

  • Cash Flow Strength vs Earnings Weakness
    ◆

    PayPal's operating cash flow surged 51.5% despite net income declining 12.5%, suggesting working capital improvements and potential earnings quality concerns. This divergence warrants monitoring.

  • Digital Payments Growth Persists
    ◆

    PayPal's TPV grew 10% YoY and transactions rose 8%, indicating continued secular growth in digital payments despite user growth stagnation and margin pressure.

Watch List (8)

  • PayPal/Earnings Call↓
    👁

    Q2 2026 earnings call to discuss margin recovery plans, user growth strategy, and H2 guidance; watch for commentary on transaction expense trends and competitive dynamics

  • Mondelez/Earnings Call↓
    👁

    Q2 2026 earnings call to address Europe weakness, input cost trends, and sustainability of gross margin expansion; watch for full-year guidance updates

  • Micron Technology/Insider Activity↓
    👁

    CEO continues selling under 10b5-1 plan; monitor for any acceleration or deviation from plan, which could signal changing outlook

  • PayPal/User Growth↓
    👁

    Active accounts flat YoY; watch for any initiatives or partnerships that could reaccelerate user acquisition in coming quarters

  • Mondelez/Europe Performance↓
    👁

    Europe organic revenue declined 3.5%; watch for stabilization or further deterioration in Q3 2026 results

  • PayPal/Investment Portfolio↓
    👁

    $0.07 negative EPS impact from strategic investments and crypto; monitor for further volatility in Q3 2026

  • Alphabet/Insider Transactions↓
    👁

    While currently routine, any open-market selling by CEO Pichai or CFO Ashkenazi would be a significant signal given their large holdings

  • Mondelez/Cash Position↓
    👁

    Cash declined 19.2% from year-end; watch for further erosion or stabilization given $3B FCF guidance

Filing Analyses (19)
PayPal Holdings, Inc. 8-K mixed materiality 8/10

28-07-2026

PayPal reported Q2 2026 net revenues of $8.7 billion, up 5% YoY, and TPV of $486.4 billion, up 10% YoY. However, GAAP operating income fell 5% to $1.4 billion and non-GAAP operating income declined 8% to $1.5 billion, with both GAAP and non-GAAP operating margins contracting (171 bps and 248 bps, respectively). Active accounts were essentially flat, increasing just 0.3% YoY to 439 million and declining sequentially by 0.2 million. The company raised its full-year non-GAAP EPS guidance to ~$5.38, while GAAP EPS guidance remains mid-single-digit decline.

  • · GAAP EPS of $1.25 included a ~$0.07 negative impact from strategic investment portfolio and crypto assets held for investment, compared to a ~$0.01 positive impact in Q2 2025.
  • · Payment transactions increased 8% to 6.8 billion; excluding PSP transactions, growth was 7%.
  • · TPA on a trailing 12-month basis increased 3% to 60.0; TPA ex-PSP increased 7%.
  • · Active accounts decreased sequentially by 0.2 million (0.04%).
  • · Board declared a cash dividend of $0.14 per share, payable September 25, 2026.
  • · Full-year 2026 non-GAAP EPS guidance raised to ~$5.38 from prior ~$5.31; GAAP EPS guidance reaffirmed at mid-single-digit decline.
  • · Q3 2026 GAAP EPS expected low-single-digit decline; non-GAAP EPS expected low-single-digit decline.
  • · Debt totaled $13.4 billion as of June 30, 2026.
Mondelez International, Inc. 8-K mixed materiality 8/10

28-07-2026

Mondelez International reported Q2 2026 net revenues of $9,355M, up 4.1% YoY, with organic net revenue growth of 2.2% and volume/mix improvement of 0.7%. Diluted EPS surged 144.9% to $1.20, largely due to favorable mark-to-market impacts and tax law changes, but adjusted EPS declined 2.7% on a constant currency basis to $0.73. While emerging markets grew strongly (+7.4% organic), Europe saw a 3.5% organic revenue decline, and adjusted operating income margin contracted 120 bps to 13.1%, reflecting higher raw material and SG&A costs.

  • · Year-to-date June 2026 free cash flow was $0.7 billion, while the full-year 2026 outlook calls for approximately $3 billion.
  • · Return of capital to shareholders totaled $1.5 billion in the first half of 2026.
  • · The company announced a +4% increase to its quarterly dividend.
  • · Europe organic net revenue declined 3.5% in Q2 2026, driven by negative volume/mix of -2.1 pp and negative pricing of -1.4 pp.
  • · Adjusted operating income margin contracted 120 bps to 13.1% in Q2 2026, driven by higher raw material costs, higher SG&A, and higher advertising and consumer promotion costs.
  • · For full-year 2026, the company now expects at least 2% organic net revenue growth and maintains adjusted EPS growth of flat to 5% on a constant currency basis.
  • · Currency translation is estimated to increase 2026 net revenue growth by approximately 2.0% and increase adjusted EPS by $0.05.
  • · The outlook does not reflect any potential tariff changes to USMCA-compliant trade.
Mondelez International, Inc. 10-Q positive materiality 8/10

28-07-2026

Mondelez International reported strong Q2 2026 results with net revenues of $9,355M (up 4.1% YoY from $8,984M) and net earnings attributable to the company of $1,548M (up 141.5% YoY from $641M). For the six months, net revenues rose 6.2% to $19,435M and net earnings doubled to $2,108M. However, operating cash flow declined 5.6% to $1,322M for the six months, and the company's cash and cash equivalents balance fell 19.2% to $1,716M from $2,125M at year-end 2025.

  • · Cost of sales decreased to $5,369M in Q2 2026 from $6,047M in Q2 2025, a decline of 11.2%.
  • · Gross profit margin improved significantly to 42.6% in Q2 2026 from 32.7% in Q2 2025.
  • · Selling, general and administrative expenses increased 16.0% to $2,001M in Q2 2026 from $1,725M in Q2 2025.
  • · Benefit plan non-service income swung from a $264M expense in Q2 2025 to $27M income in Q2 2026.
  • · Total assets decreased slightly to $71,247M at June 30, 2026 from $71,487M at December 31, 2025.
  • · Total liabilities decreased to $44,555M at June 30, 2026 from $45,596M at December 31, 2025.
  • · Capital expenditures increased 12.4% to $654M in H1 2026 from $582M in H1 2025.
  • · Dividend per share increased to $1.000 in H1 2026 from $0.940 in H1 2025, a 6.4% increase.
  • · Net cash used in financing activities increased to $1,039M in H1 2026 from $862M in H1 2025.
  • · Inventories remained relatively flat at $4,405M at June 30, 2026 vs $4,419M at December 31, 2025.
Strategy Inc 4 negative materiality 5/10

28-07-2026

Director Patten Jarrod M sold 1,950 Class A Common Stock at $98.48 (~$192K). 6 transactions reported in total. Patten Jarrod M holds 28,406 shares after the transaction.

  • · Director Patten Jarrod M exercised/converted 1,950 Class A Common Stock at $18.24 (~$35.6K)
  • · Director Patten Jarrod M sold 1,950 Class A Common Stock at $92.46 (~$180K)
  • · Director Patten Jarrod M exercised/converted 1,950 Class A Common Stock at $18.24 (~$35.6K)
  • · Director Patten Jarrod M sold 1,950 Class A Common Stock at $98.48 (~$192K)
  • · Director Patten Jarrod M exercised/converted 1,950 Director Stock Option (Right to buy)
  • · Director Patten Jarrod M exercised/converted 1,950 Director Stock Option (Right to buy)
PayPal Holdings, Inc. 10-Q mixed materiality 8/10

28-07-2026

PayPal reported Q2 2026 net revenues of $8.682B, up 4.8% YoY from $8.288B, and net income of $1.104B, down 12.5% from $1.261B in the prior year quarter. For the first half of 2026, net revenues rose 5.9% to $17.035B, but net income fell 13.0% to $2.217B, pressured by higher transaction expenses (+10.5% in Q2) and a swing to other expense of $117M from other income of $25M. The company continued aggressive share repurchases ($3.052B in H1 2026) and initiated a quarterly dividend of $0.14 per share, while total equity declined to $19.820B from $20.256B at year-end 2025.

  • · Q2 2026 operating income declined 5.1% YoY to $1.427B from $1.504B.
  • · Other income (expense), net swung to a loss of $117M in Q2 2026 from a gain of $25M in Q2 2025.
  • · H1 2026 net cash provided by operating activities increased 51.5% to $3.117B from $2.058B.
  • · The company repurchased 67 million shares in H1 2026 for $3.027B (Q1: 34M shares for $1.513B; Q2: 33M shares for $1.514B).
  • · Dividends declared totaled $0.28 per share in H1 2026 ($0.14 per quarter), with $252M paid.
  • · Total equity fell 2.2% from $20.256B at Dec 31, 2025 to $19.820B at June 30, 2026, driven by share repurchases and dividends exceeding net income.
  • · Revenues from other value added services were nearly flat YoY in Q2 2026 ($850M vs $847M, +0.4%).
  • · International revenue growth (Other countries) was only 1.5% YoY in Q2 2026, lagging U.S. growth of 7.2%.
  • · Transaction expense as a percentage of net revenues rose to 50.5% in Q2 2026 from 47.9% in Q2 2025.
MICRON TECHNOLOGY INC 4 negative materiality 6/10

28-07-2026

President and CEO MEHROTRA SANJAY sold 3,250 Common Stock at $914.17 (~$2.97M). 30 transactions reported in total. MEHROTRA SANJAY holds 313,218 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

  • · President and CEO MEHROTRA SANJAY sold 808 Common Stock at $906.48 (~$732K)
  • · President and CEO MEHROTRA SANJAY sold 393 Common Stock at $907.11 (~$356K)
  • · President and CEO MEHROTRA SANJAY sold 604 Common Stock at $908.51 (~$549K)
  • · President and CEO MEHROTRA SANJAY sold 4 Common Stock at $909.37 (~$3.64K)
  • · President and CEO MEHROTRA SANJAY sold 604 Common Stock at $910.47 (~$550K)
  • · President and CEO MEHROTRA SANJAY sold 681 Common Stock at $911.67 (~$621K)
  • · President and CEO MEHROTRA SANJAY sold 630 Common Stock at $913.25 (~$575K)
  • · President and CEO MEHROTRA SANJAY sold 3,250 Common Stock at $914.17 (~$2.97M)
INTUIT INC. 4 neutral materiality 5/10

28-07-2026

Director Norrod Forrest Eugene was awarded 91 Restricted Stock Units at $275.62 (~$25.1K).

  • · Director Norrod Forrest Eugene was awarded 91 Restricted Stock Units at $275.62 (~$25.1K)
INTUIT INC. 4 neutral materiality 5/10

28-07-2026

Director Burton Eve B exercised/converted 105 Common Stock at $281.60 (~$29.6K). Burton Eve B holds 1,963.757 shares after the transaction.

  • · Director Burton Eve B exercised/converted 105 Common Stock at $281.60 (~$29.6K)
  • · Director Burton Eve B was awarded 100 Restricted Stock Units at $275.62 (~$27.6K)
  • · Director Burton Eve B exercised/converted 105 Restricted Stock Units at $281.60 (~$29.6K)
MICRON TECHNOLOGY INC 4 negative materiality 5/10

28-07-2026

President and CEO MEHROTRA SANJAY sold 1,523 Common Stock at $956.18 (~$1.46M). 12 transactions reported in total. MEHROTRA SANJAY holds 304,503 shares after the transaction. Trades executed under a Rule 10b5-1 plan.

  • · President and CEO MEHROTRA SANJAY sold 1,050 Common Stock at $942.87 (~$990K)
  • · President and CEO MEHROTRA SANJAY sold 626 Common Stock at $944.99 (~$592K)
  • · President and CEO MEHROTRA SANJAY sold 955 Common Stock at $945.87 (~$903K)
  • · President and CEO MEHROTRA SANJAY sold 797 Common Stock at $946.78 (~$755K)
  • · President and CEO MEHROTRA SANJAY sold 1,207 Common Stock at $948.24 (~$1.14M)
  • · President and CEO MEHROTRA SANJAY sold 108 Common Stock at $950.77 (~$103K)
  • · President and CEO MEHROTRA SANJAY sold 1 Common Stock at $952.04 (~$952)
  • · President and CEO MEHROTRA SANJAY sold 725 Common Stock at $954.19 (~$692K)
INTUIT INC. 4 neutral materiality 5/10

28-07-2026

Director Liu Deborah was awarded 107 Restricted Stock Units at $275.62 (~$29.5K).

  • · Director Liu Deborah was awarded 107 Restricted Stock Units at $275.62 (~$29.5K)
INTUIT INC. 4 neutral materiality 5/10

28-07-2026

Director DALZELL RICHARD L was awarded 116 Restricted Stock Units at $275.62 (~$32K).

  • · Director DALZELL RICHARD L was awarded 116 Restricted Stock Units at $275.62 (~$32K)
INTUIT INC. 4 neutral materiality 5/10

28-07-2026

Director Mawakana Tekedra was awarded 91 Restricted Stock Units at $275.62 (~$25.1K).

  • · Director Mawakana Tekedra was awarded 91 Restricted Stock Units at $275.62 (~$25.1K)
INTUIT INC. 4 neutral materiality 5/10

28-07-2026

Director SZKUTAK THOMAS J was awarded 125 Restricted Stock Units at $275.62 (~$34.5K).

  • · Director SZKUTAK THOMAS J was awarded 125 Restricted Stock Units at $275.62 (~$34.5K)
Alphabet Inc. 4 neutral materiality 3/10

28-07-2026

President and CIO Porat Ruth exercised/converted 1,625 Class C Google Stock Units. Porat Ruth holds 914,814 shares after the transaction.

  • · President and CIO Porat Ruth exercised/converted 1,625 Class C Google Stock Units
  • · President and CIO Porat Ruth had withheld for taxes 1,640 Class C Google Stock Units
  • · President and CIO Porat Ruth exercised/converted 1,625 Class C Capital Stock
Alphabet Inc. 4 neutral materiality 4/10

28-07-2026

SVP, Chief Business Officer Schindler Philipp had withheld for taxes 2,014 Class C Google Stock Units at $319.09 (~$643K). Schindler Philipp holds 923,322 shares after the transaction.

  • · SVP, Chief Business Officer Schindler Philipp exercised/converted 1,996 Class C Google Stock Units
  • · SVP, Chief Business Officer Schindler Philipp had withheld for taxes 2,014 Class C Google Stock Units at $319.09 (~$643K)
  • · SVP, Chief Business Officer Schindler Philipp exercised/converted 1,996 Class C Capital Stock
Alphabet Inc. 4 neutral materiality 7/10

28-07-2026

Chief Executive Officer Pichai Sundar had withheld for taxes 3,702 Class C Google Stock Units at $319.09 (~$1.18M). Pichai Sundar holds 1,667,726 shares after the transaction.

  • · Chief Executive Officer Pichai Sundar exercised/converted 3,668 Class C Google Stock Units
  • · Chief Executive Officer Pichai Sundar had withheld for taxes 3,702 Class C Google Stock Units at $319.09 (~$1.18M)
  • · Chief Executive Officer Pichai Sundar exercised/converted 3,668 Class C Capital Stock
Alphabet Inc. 4 neutral materiality 6/10

28-07-2026

VP, Chief Accounting Officer Saraci Marsida had withheld for taxes 122 Class C Google Stock Units at $319.09 (~$38.9K). 19 transactions reported in total. Saraci Marsida holds 27,835 shares after the transaction.

  • · VP, Chief Accounting Officer Saraci Marsida exercised/converted 121 Class C Google Stock Units
  • · VP, Chief Accounting Officer Saraci Marsida had withheld for taxes 122 Class C Google Stock Units at $319.09 (~$38.9K)
  • · VP, Chief Accounting Officer Saraci Marsida exercised/converted 101 Class C Google Stock Units
  • · VP, Chief Accounting Officer Saraci Marsida had withheld for taxes 102 Class C Google Stock Units at $319.09 (~$32.5K)
  • · VP, Chief Accounting Officer Saraci Marsida exercised/converted 69 Class C Google Stock Units
  • · VP, Chief Accounting Officer Saraci Marsida had withheld for taxes 69 Class C Google Stock Units at $319.09 (~$22K)
  • · VP, Chief Accounting Officer Saraci Marsida exercised/converted 105 Class C Google Stock Units
  • · VP, Chief Accounting Officer Saraci Marsida had withheld for taxes 106 Class C Google Stock Units at $319.09 (~$33.8K)
Alphabet Inc. 4 neutral materiality 5/10

28-07-2026

SVP, Chief Financial Officer Ashkenazi Anat had withheld for taxes 1,781 Class C Google Stock Units at $319.09 (~$568K). Ashkenazi Anat holds 138,742 shares after the transaction.

  • · SVP, Chief Financial Officer Ashkenazi Anat exercised/converted 1,764 Class C Google Stock Units
  • · SVP, Chief Financial Officer Ashkenazi Anat had withheld for taxes 1,781 Class C Google Stock Units at $319.09 (~$568K)
  • · SVP, Chief Financial Officer Ashkenazi Anat exercised/converted 1,764 Class C Capital Stock
Alphabet Inc. 4 neutral materiality 5/10

28-07-2026

President, Global Affairs, CLO WALKER JOHN KENT had withheld for taxes 1,640 Class C Google Stock Units at $319.09 (~$523K). WALKER JOHN KENT holds 9,768 shares after the transaction.

  • · President, Global Affairs, CLO WALKER JOHN KENT exercised/converted 1,625 Class C Google Stock Units
  • · President, Global Affairs, CLO WALKER JOHN KENT had withheld for taxes 1,640 Class C Google Stock Units at $319.09 (~$523K)
  • · President, Global Affairs, CLO WALKER JOHN KENT exercised/converted 1,625 Class C Capital Stock

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