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Insider Cluster (2 insiders) ·Filed May 29, 2026

KOS

Kosmos Energy Ltd.
NEUTRAL
Impact 2/10
Horizondays Processed5mo ago
Insider cluster: 2 insiders, $224K total
Actionable Insight • Neutral

The sales are routine and likely tied to the director grant cycle — not a bearish signal. No action warranted. Monitor for any C-suite selling or larger clusters above 0.1% of market cap.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
KOS ▼ -6.19% at T+60d
NEUTRAL call -6.19% · α vs SPY -7.42% · entry $2.91 → $2.73
Entry = T+0 close
May 29, 2026
via day close
T+1d
+2.06%
call +2.06% · α +1.92%
$2.97
settled 5mo ago
T+5d
-3.44%
call -3.44% · α -0.69%
$2.81
settled 5mo ago
T+20d
-27.49%
call -27.49% · α -26.19%
$2.11
settled 4mo ago
T+60d
-6.19%
call -6.19% · α -7.42%
$2.73
settled 2mo ago

Price Chart

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Executive Summary

Two Kosmos Energy directors sold a combined $224K in open-market sales on May 27-28, 2026, at ~$2.73/share. This is a small cluster (0.014% of $1.6B market cap) and likely liquidity-driven, given the simultaneous director grant of 62,044 shares each to six directors on May 28. The sales are trivial relative to company size and carry no material bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$224.0K
Insiders
2

Key Facts

  • Directors Sterin and Franklin sold 82,102 shares total for $224K at ~$2.73/share on May 27-28.
  • Six directors (including Sterin and Franklin) each received a grant of 62,044 shares on May 28, valued at $170K each.
  • Total sales represent 0.014% of Kosmos's $1.6B market cap — well below the 0.1% triviality threshold.
  • No C-suite executives traded; only two directors sold, and one of them (Franklin) also received a grant on the same day.
  • The cluster is mixed: one director also had a small tax-withholding transaction (976 shares, $2.8K) that is non-economic.

Financial Impact

Total open-market sales of $224K, or 0.014% of market cap. Immaterial.

insider holdingsfloat

Risk Factors

  • No material risk from this cluster; sales are too small to indicate insider concern.
  • If crude oil prices decline sharply, Kosmos's E&P cash flows could pressure the stock, but this filing provides no new information on that.

Market Snapshot

Exchange
NYSE
Sector
Crude Petroleum & Natural Gas
Analyst Consensus
53% bullish (15 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-1780088515158
16 reports for KOS
Performance horizon
67% Hit rate @ T+20 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
$2.63 $2.79▲ +6.08%▲ +6.99%$2.85 (+8.37%)
Sep 8, 2026
6w ago
8-K
NEUTRAL ★ 3/10
$2.85 $2.60▼ −8.77%▼ −10.74%$2.85 (−0.00%)
Aug 3, 2026
12w ago
8-K
BULLISH ★ 6/10
$2.53 $2.86▲ +13.04%▲ +11.81%$2.85 (+12.65%)
Jul 7, 2026
15w ago
Press Release
NEUTRAL ★ 1/10
$2.21 $2.53▲ +14.48%▲ +13.15%$2.85 (+28.96%)
Jul 6, 2026
16w ago
Insider Cluster
NEUTRAL ★ 4/10
$2.21 $2.42▲ +9.50%▲ +6.34%$2.85 (+28.96%)
Jun 22, 2026
18w ago
8-K
MIXED ★ 5/10
$2.30 $2.30· 0.00%▼ −1.16%$2.85 (+23.91%)
Jun 17, 2026
18w ago
Press Release
MIXED ★ 5/10
$2.50 $2.15▼ −14.00%▼ −15.32%$2.85 (+14.00%)
May 29, 2026
21w ago
Insider Cluster
NEUTRAL ★ 2/10
$2.91 $2.11▼ −27.49%▼ −26.19%$2.85 (−2.06%)
May 27, 2026
21w ago
144
NEUTRAL ★ 2/10
$2.67 $2.18▼ −18.35%▼ −16.45%$2.85 (+6.74%)
May 5, 2026
24w ago
8-K
MIXED ★ 6/10
$3.12 $2.97▼ −4.81%▼ −9.76%$2.85 (−8.65%)
Showing 10 of 16

US Market Status

Market Closed — Opens Wed (11h 54m)

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Report published May 29, 2026