Insider Cluster (3 insiders) ·Filed Jul 28, 2026

SE

Sea Ltd
NEUTRAL
Impact 3/10
Horizondays Processed2mo ago
Insider cluster: 3 insiders, $0.7M total
Actionable Insight • Neutral

The insider selling is too small in dollar terms to signal a bearish view on fundamentals. Monitor for any upcoming earnings release or material corporate event that could explain the timing. The cluster is likely liquidity-driven or part of pre-planned 10b5-1 programs — not a red flag.

DirectionNeutral
Confidencemedium
Horizondays
Latest settled — T+20d
SE ▲ +14.68% at T+20d
NEUTRAL call ✓ call won +14.68% · α vs SPY +11.30% · entry $107.41 → $123.18
Next anchor: T+60d in 18d
Latest observation: T+45 -32.39% FF3 residual α
Entry anchored
Jul 27, 03:59 PM ET
via exchange tick
T+1d
+0.89%
call +0.89% · α +2.43%
$108.37
settled 2mo ago
T+5d
+3.48%
call +3.48% · α +1.21%
$111.15
settled 2mo ago
T+20d
+14.68%
call +14.68% · α +11.30%
$123.18
settled 6w ago
T+60d
—
call — · α —
—
in 18d

Price Chart

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Executive Summary

Three senior Sea Ltd insiders — COO, CCO/GC, and CFO — sold a total of ~$675K in open-market sales over a one-week window ending July 24, 2026. The COO and CFO are the largest sellers, with the COO executing multiple tranches across several days. While the dollar amount is modest relative to Sea's $63.9B market cap (approximately 0.001%), the cluster involves three C-suite officers selling concurrently, which warrants attention but does not signal material distress given the trivial proportionality.

Key Financial Metrics

Direction
selling
Total Value
$675.0K
Insiders
3

Key Facts

  • Three C-suite insiders (COO, CCO/GC, CFO) sold shares in open-market transactions over a 7-day window
  • Total sales value ~$675K, representing ~0.001% of Sea's $63.9B market cap
  • COO Ye Gang was the most active seller with multiple tranches totaling ~$319K on July 23
  • CFO Hou Tianyu sold ~$327K on July 17; CCO/GC Wang Yanjun sold ~$29K on July 24
  • No insider purchases were reported in the cluster window

Financial Impact

~$675K in insider sales, trivial relative to $63.9B market cap

insider ownership

Risk Factors

  • Insider selling could accelerate if fundamentals deteriorate
  • Multiple C-suite officers selling concurrently may erode retail sentiment

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-1785312623186
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 Jul 29, 2026