Insider Cluster (2 insiders) ·Filed Sep 29, 2026
Insider cluster: 2 insiders, $102.6M total
Actionable Insight ▼ Bearish
Monitor for any subsequent 8-K or earnings pre-announcement that could explain the timing; the lack of a 10b5-1 plan suggests the sale was discretionary and potentially informed.
Latest settled — T+5d ⚠ clustered
BEKE ▲ +0.96% at T+5d
SHORT call ✗ call lost -0.96% · α vs SPY +0.98% · entry $16.60 → $16.76
Latest observation: T+18 +2.39% FF3 residual α
T+1d
+1.51%
call -1.51% · α -1.71%
$16.85
settled 27d ago
T+5d
+0.96%
call -0.96% · α +0.98%
$16.76
settled 21d ago
T+20d
Pending
in 1h
T+60d
Pending
in 8w
Price Chart
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Executive Summary
CEO Peng Yongdong and Executive Director Shan Yigang sold a combined $102.65M of BEKE shares in open-market transactions over five days. The CEO's $84.55M sale is the dominant event, representing approximately 31% of his reported holdings and ~0.5% of the company's market cap.
Key Financial Metrics
Direction
selling
Total Value
$102.7M
Insiders
2
Key Facts
- CEO Peng Yongdong sold 16.03M shares at $5.27 for $84.55M on 2026-09-25
- Executive Director Shan Yigang sold 3.33M shares at $5.44 for $18.09M on 2026-09-21
- Total cluster value: $102.65M, net direction: selling
- Both sales are open-market (code S) with no disclosed 10b5-1 plan
Financial Impact
CEO sold ~31% of his holdings; total sales ~0.5% of market cap
insider holdingsmarket sentiment
Risk Factors
- Insider sales may be for personal diversification or tax planning, not necessarily reflecting fundamental deterioration
- The stock could rebound if the company reports strong Q3 2026 earnings that contradict the bearish signal
Investment Themes
Real Estate
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-BEKE-1790676353007 |
55 reports for BEKE
60% Hit rate @ T+1 Went positive at some point 4 of 5 best @ T+20▲ +17.09%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 6-K | $17.30 | awaiting T+1 | — | $17.61 (+1.79%) |
Oct 20, 2026 7d ago | 6-K | $18.06 $17.35 | ▼ −3.93% | ▼ −4.46% | $17.61 (−2.49%) |
Oct 13, 2026 14d ago | 6-K | $17.59 $17.52 | ▼ −0.40% | ▲ +0.68% | $17.61 (+0.11%) |
Oct 8, 2026 18d ago | 6-K | $17.09 $17.84 | ▲ +4.39% | ▲ +3.79% | $17.61 (+3.04%) |
Oct 5, 2026 22d ago | 6-K | $16.50 $16.76 | ▲ +1.58% | ▲ +1.03% | $17.61 (+6.73%) |
Oct 2, 2026 25d ago | 6-K | $16.43 $16.50 | ▲ +0.43% | ▼ −0.25% | $17.61 (+7.18%) |
Sep 29, 2026 28d ago | SC 13D/A | $16.60 $16.85 | ▼ −1.51% | ▼ −1.71% | $17.61 (−6.08%) |
Sep 29, 2026 28d ago | Insider Cluster | $16.60 $16.85 | ▼ −1.51% | ▼ −1.71% | $17.61 (−6.08%) |
Sep 28, 2026 29d ago | 6-K | $16.95 $16.60 | ▼ −2.06% | ▼ −1.88% | $17.61 (+3.89%) |
Sep 21, 2026 5w ago | 6-K | $16.57 $16.38 | ▼ −1.15% | ▼ −1.13% | $17.61 (+6.28%) |
Showing 10 of 55
US Market Status
Market Closed — Opens in 2h 55m
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