The insider selling is trivial relative to market cap and consistent with routine diversification. No bearish signal. Monitor the next quarterly earnings (2.02) for any fundamental changes, but this cluster alone does not warrant action.
Price Chart
Executive Summary
Sea Ltd's COO and CCO/GC collectively sold ~$1.12M in open-market stock over a 7-day window ending July 29, 2026. The COO accounted for the vast majority (~$1.0M) of the sales, while the CCO/GC sold a modest ~$49K. At a $66.4B market cap, the total represents ~0.0017% of market cap — a trivial amount that is consistent with routine portfolio diversification and does not signal a bearish view on the company's fundamentals. The historical calibration shows prior neutral reports on SE have been followed by strong positive returns, but this cluster is too small to change the neutral read.
Key Financial Metrics
Key Facts
- COO Ye Gang sold ~$1.0M in open-market shares across multiple trades between July 27-29, 2026.
- CCO/GC Wang Yanjun sold ~$49K in open-market shares over the same period.
- Total cluster value of ~$1.12M represents ~0.0017% of Sea Ltd's $66.4B market cap — well below the 0.1% materiality threshold.
- All trades were open-market sales (code S); no non-cash transactions were involved.
- The 30-day prior insider activity shows 10 sells totaling $3.5M, indicating a consistent pattern of routine selling.
Financial Impact
Total insider sales of ~$1.12M, or ~0.0017% of market cap — immaterial.
Risk Factors
- Insider selling could accelerate if management perceives headwinds, but current levels are immaterial.
- The company's high valuation (92% analyst bullish) leaves little room for error on earnings.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-SE-1785484941099 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 17d ago | Insider Cluster | $102.65 $105.24 | ▲ +2.52% | ▲ +2.19% | $96.25 (−6.23%) |
Sep 11, 2026 21d ago | Insider Cluster | $106.24 $108.68 | ▼ −2.30% | ▼ −2.74% | $96.25 (+9.40%) |
Sep 4, 2026 28d ago | Insider Cluster | $112.09 $113.33 | ▲ +1.11% | ▲ +1.66% | $96.25 (−14.13%) |
Sep 2, 2026 4w ago | Insider Cluster | $112.81 $113.10 | ▲ +0.26% | ▼ −0.79% | $96.25 (−14.68%) |
Sep 1, 2026 4w ago | Insider Cluster | $112.65 $112.81 | ▲ +0.14% | ▼ −0.30% | $96.25 (−14.56%) |
Aug 27, 2026 5w ago | Insider Cluster | $118.32 $119.36 | ▲ +0.88% | ▲ +1.11% | $96.25 (−18.65%) |
Aug 25, 2026 5w ago | 6-K | $123.18 $119.12 | ▼ −3.30% | ▼ −3.32% | $96.25 (−21.86%) |
Aug 25, 2026 5w ago | Insider Cluster | $123.18 $119.12 | ▼ −3.30% | ▼ −3.32% | $96.25 (−21.86%) |
Aug 21, 2026 6w ago | Insider Cluster | $117.53 $115.68 | ▼ −1.57% | ▼ −1.28% | $96.25 (−18.11%) |
Aug 20, 2026 6w ago | Insider Cluster | $117.24 $117.53 | ▼ −0.25% | ▲ +0.16% | $96.25 (+17.90%) |
US Market Status
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