Insider Cluster (4 insiders) ·Filed Aug 13, 2026

SE

Sea Ltd
NEUTRAL
Impact 3/10
Horizondays Processed1mo ago
Insider cluster: 2 insiders, $841K total
Actionable Insight • Neutral

A cluster of insider selling at Sea Ltd, with COO Ye Gang, President Feng Zhimin, and several other top executives collectively selling ~$6.4M in open-market transactions on August 12, 2026. While the total value is modest relative to the $80.5B market cap (~0.008%), the participation of multiple C-suite insiders on the same day warrants attention, though the selling is likely liquidity-driven given the company's strong analyst consensus and recent stock performance.

DirectionNeutral
Confidencemedium
Horizondays
Latest settled — T+20d
SE ▼ -13.85% at T+20d
NEUTRAL call ✗ call lost -13.85% · α vs SPY -12.10% · entry $123.32 → $106.24
Next anchor: T+60d in 5w
Latest observation: T+32 -37.24% FF3 residual α
Entry anchored
Aug 13, 04:24 AM ET
via 1-min bar
T+1d
-1.12%
call -1.12% · α -0.92%
$121.94
settled 7w ago
T+5d
-4.93%
call -4.93% · α -2.97%
$117.24
settled 6w ago
T+20d
-13.85%
call -13.85% · α -12.10%
$106.24
settled 21d ago
T+60d
—
call — · α —
—
in 5w

Price Chart

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Executive Summary

A cluster of insider selling at Sea Ltd, with COO Ye Gang, President Feng Zhimin, and several other top executives collectively selling ~$6.4M in open-market transactions on August 12, 2026. While the total value is modest relative to the $80.5B market cap (~0.008%), the participation of multiple C-suite insiders on the same day warrants attention, though the selling is likely liquidity-driven given the company's strong analyst consensus and recent stock performance.

Key Financial Metrics

Direction
selling
Total Value
$6.4M
Insiders
4

Key Facts

  • COO Ye Gang sold ~$3.9M across 6 trades on Aug 12, 2026
  • President Feng Zhimin sold ~$1.9M across 4 trades on Aug 12, 2026
  • President of Garena Zhao Feng sold ~$258K across 5 trades on Aug 12, 2026
  • CCO/GC Wang Yanjun sold ~$68K across 3 trades on Aug 12, 2026
  • Total cluster value ~$6.4M, representing ~0.008% of $80.5B market cap
  • Prior week (Aug 4-11) saw additional $841K in insider selling from COO and CCO/GC
  • 92% of analysts rate the stock as Buy or Strong Buy

Financial Impact

~$6.4M in insider selling, negligible relative to $80.5B market cap

insider ownership

Risk Factors

  • Insider selling could accelerate if management sees headwinds ahead of next earnings
  • Concentration of sales on a single day may indicate coordinated liquidity event (e.g., tax planning, 10b5-1 plan execution)

Market Snapshot

Exchange
NYSE
Sector
Services-Miscellaneous Business Services
Analyst Consensus
92% bullish (37 analysts)

Investment Themes

E-commerce & PlatformsGaming & Esports

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-SE-1786615644100
65 reports for SE
Performance horizon
67% Hit rate 10 of 15 directional calls best @ T+60▲ +24.65%Apr 17, 2026
Filters
Rows
Reports for SE — sortable, filterable
TypeNow
Sep 15, 2026
17d ago
Insider Cluster
NEUTRAL ★ 3/10
$102.65 $105.24▲ +2.52%▲ +2.19%$96.25 (−6.23%)
Sep 11, 2026
21d ago
Insider Cluster
BEARISH ★ 4/10
$106.24 $108.68▼ −2.30%▼ −2.74%$96.25 (+9.40%)
Sep 4, 2026
28d ago
Insider Cluster
NEUTRAL ★ 3/10
$112.09 $113.33▲ +1.11%▲ +1.66%$96.25 (−14.13%)
Sep 2, 2026
4w ago
Insider Cluster
NEUTRAL ★ 2/10
$112.81 $113.10▲ +0.26%▼ −0.79%$96.25 (−14.68%)
Sep 1, 2026
4w ago
Insider Cluster
NEUTRAL ★ 4/10
$112.65 $112.81▲ +0.14%▼ −0.30%$96.25 (−14.56%)
Aug 27, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$118.32 $119.36▲ +0.88%▲ +1.11%$96.25 (−18.65%)
Aug 25, 2026
5w ago
6-K
NEUTRAL ★ 2/10
$123.18 $119.12▼ −3.30%▼ −3.32%$96.25 (−21.86%)
Aug 25, 2026
5w ago
Insider Cluster
NEUTRAL ★ 4/10
$123.18 $119.12▼ −3.30%▼ −3.32%$96.25 (−21.86%)
Aug 21, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$117.53 $115.68▼ −1.57%▼ −1.28%$96.25 (−18.11%)
Aug 20, 2026
6w ago
Insider Cluster
BEARISH ★ 5/10
$117.24 $117.53▼ −0.25%▲ +0.16%$96.25 (+17.90%)
Showing 10 of 65

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Report published Aug 13, 2026