Rep. Kean sold Microsoft and Alphabet on the same day, then bought into infrastructure
As seen on the 24/7 Wall St. homepage on September 12, 2026.
- GOOGL Alphabet Inc. - Class A Common Stock (GOOGL)Partial sell$1K – $15KAug 27
- AMCR State Street Bank & Trust Co. Amcor plc Ordinary Shares (AMCR)Partial sell$1K – $15KAug 10
- JNJ Kean Family Partnership Johnson & Johnson Common Stock (JNJ)Partial sell$1K – $15KAug 27
- LIN State Street Bank & Trust Co. Linde plc - Ordinary Shares (LIN)Buy$1K – $15KAug 10
- MTZ Kean Family Partnership MasTec, Inc. Common Stock (MTZ)Buy$1K – $15KAug 21
- MSFT Kean Family Partnership Microsoft Corporation - Common Stock (MSFT)Partial sell$15K – $50KAug 27
Kean trimmed megacap tech on the same August day, with the Microsoft sale the largest line in the filing, and rotated the proceeds toward industrial gas and infrastructure names. Disclosed 33 days after the trades, so the rotation out of Big Tech and into picks-and-shovels was already done before anyone could see it.
Continue ReadingShow less
On August 27, 2026, Rep. Thomas H. Kean Jr. trimmed Microsoft in the $15K to $50K range, the largest individual line in the filing, alongside smaller reductions in Alphabet Class A and Johnson and Johnson.
Earlier in August he also sold part of his Amcor position and bought Linde and MasTec. Taken together the trades sketch a deliberate shift away from megacap technology and toward industrial gas and infrastructure construction names.
The disclosure was filed September 12, 2026, 33 days after the August 27 trades, so the rotation out of Big Tech was fully executed before any public visibility into it. That makes congressional filings a trailing signal.
For investors who track these disclosures for directional clues, the Microsoft sale carried the biggest dollar bracket in the filing and was paired the same day with an Alphabet trim, pointing to a coordinated reduction in large-cap technology.