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Insider Cluster (4 insiders) ·Filed Jul 6, 2026

KOS

Kosmos Energy Ltd.
NEUTRAL
Impact 4/10
Horizondays Processed3mo ago
Insider cluster: 2 insiders, $201K total
Actionable Insight • Neutral

The sales are small relative to market cap and directly follow equity grants, making them likely tax-motivated rather than a bearish signal. Monitor the next earnings release for any fundamental deterioration, but this cluster alone does not warrant action.

DirectionNeutral
Confidencemedium
Horizondays
Final — all horizons settled through T+60d ⚠ clustered
KOS ▲ +14.93% at T+60d
NEUTRAL call +14.93% · α vs SPY +12.94% · entry $2.21 → $2.54
Entry = T+0 close
Jul 6, 2026
via day close
T+1d
+3.62%
call +3.62% · α +3.93%
$2.29
settled 4mo ago
T+5d
+13.12%
call +13.12% · α +12.57%
$2.50
settled 4mo ago
T+20d
+9.50%
call +9.50% · α +6.34%
$2.42
settled 3mo ago
T+60d
+14.93%
call +14.93% · α +12.94%
$2.54
settled 29d ago

Price Chart

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Executive Summary

Kosmos Energy's top executives (CEO, CFO, General Counsel, and CAO) sold a combined $346K in open-market stock at $2.05/share on July 2, 2026, immediately following a large non-cash equity grant. While multiple C-suite members selling is notable, the cluster's total value is only ~0.03% of KOS's $1.2B market cap — negligible in proportionality terms.

Key Financial Metrics

Direction
selling
Total Value
$346.0K
Insiders
4

Key Facts

  • CEO Andrew Inglis sold 85,935 shares for $176,167 at $2.05 on 2026-07-02.
  • CFO Nealesh D. Shah sold 45,980 shares for $94,259 at $2.05 on 2026-07-02.
  • General Counsel Josh Marion sold 24,969 shares for $51,186 at $2.05 on 2026-07-02.
  • CAO Ronald Glass sold 12,128 shares for $24,862 at $2.05 on 2026-07-02.
  • All sales occurred one day after each insider received a large equity grant (A-code, $0 value) on 2026-07-01.
  • Total sale value of $346K is only ~0.03% of Kosmos's $1.2B market cap.

Financial Impact

Total open-market sales of ~$346K, representing 0.03% of market cap

insider ownership

Risk Factors

  • CEO and CFO selling after a grant may indicate a lower conviction view on near-term stock performance

Market Snapshot

Exchange
NYSE
Sector
Crude Petroleum & Natural Gas
Analyst Consensus
56% bullish (16 analysts)

Investment Themes

Traditional Energy

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-KOS-1783408625398
16 reports for KOS
Performance horizon
67% Hit rate @ T+60 2 of 3 directional calls Went positive at some point 2 of 3 best @ T+60▲ +17.95%May 5, 2026
Filters
Rows
Reports for KOS — sortable, filterable
TypeNow
Sep 21, 2026
5w ago
8-K
NEUTRAL ★ 3/10
$2.63awaiting T+60—$2.85 (+8.37%)
Sep 8, 2026
7w ago
8-K
NEUTRAL ★ 3/10
$2.85awaiting T+60—$2.85 (−0.00%)
Aug 3, 2026
12w ago
8-K
BULLISH ★ 6/10
$2.53 $2.75▲ +8.74%▲ +6.96%$2.85 (+12.65%)
Jul 7, 2026
16w ago
Press Release
NEUTRAL ★ 1/10
$2.21 $2.54▲ +14.93%▲ +12.94%$2.85 (+28.96%)
Jul 6, 2026
16w ago
Insider Cluster
NEUTRAL ★ 4/10
$2.21 $2.54▲ +14.93%▲ +12.94%$2.85 (+28.96%)
Jun 22, 2026
18w ago
8-K
MIXED ★ 5/10
$2.30 $2.87▲ +24.78%▲ +21.54%$2.85 (+23.91%)
Jun 17, 2026
18w ago
Press Release
MIXED ★ 5/10
$2.50 $3.02▲ +20.80%▲ +17.65%$2.85 (+14.00%)
May 29, 2026
21w ago
Insider Cluster
NEUTRAL ★ 2/10
$2.91 $2.73▼ −6.19%▼ −7.42%$2.85 (−2.06%)
May 27, 2026
21w ago
144
NEUTRAL ★ 2/10
$2.67 $3.02▲ +13.11%▲ +11.23%$2.85 (+6.74%)
May 5, 2026
25w ago
8-K
MIXED ★ 6/10
$3.12 $2.56▼ −17.95%▼ −20.69%$2.85 (−8.65%)
Showing 10 of 16

US Market Status

Market Closed — Opens Thu (12h 57m)

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Report published Jul 7, 2026