SecBot SecBot
Insider Cluster (4 insiders) ·Filed Sep 23, 2026

SE

Sea Ltd
BEARISH
Impact 4/10
Horizondays Processed1mo ago
Insider cluster: 4 insiders, $0.7M total
Actionable Insight ▼ Bearish

The cluster of open-market sales by four senior executives without 10b5-1 plan disclosure is notable. While the dollar amount is small relative to market cap, the breadth of C-suite selling suggests a cautious internal view. Monitor for upcoming earnings or strategic updates that may have prompted this coordinated selling.

DirectionBearish
Confidencemedium
Horizondays
Latest settled — T+20d
SE ▼ -24.54% at T+20d
SHORT call ✓ call won +24.54% · α vs SPY +25.23% · entry $103.29 → $77.94
Next anchor: T+60d in 7w
Latest observation: T+22 +30.65% FF3 residual α
Entry = T+0 close
Sep 23, 2026
via day close
T+1d
-2.48%
call +2.48% · α +2.40%
$100.73
settled 5w ago
T+5d
-5.74%
call +5.74% · α +5.07%
$97.36
settled 27d ago
T+20d
-24.54%
call +24.54% · α +25.23%
$77.94
settled 6d ago
T+60d
Pending
in 7w

Price Chart

Loading chart...

Executive Summary

Four senior Sea Ltd insiders (COO, CPO, CFO, CCO/GC) sold a combined $745K in open-market shares over a one-week window. The selling is concentrated in the C-suite and includes the CPO of Shopee, Sea's core e-commerce business. While the dollar amount is modest relative to Sea's market cap, the breadth of senior insider selling warrants attention.

Key Financial Metrics

Direction
selling
Total Value
$745.0K
Insiders
4

Key Facts

  • Four C-suite insiders sold open-market shares: COO Ye Gang, CPO Chen Jingye, CFO Hou Tianyu, CCO/GC Wang Yanjun
  • Total open-market sales of $745K across the cluster window
  • Sales occurred on 2026-09-17, 2026-09-18, and 2026-09-21
  • No 10b5-1 plan indication provided for any of the trades
  • CPO of Shopee (Sea's core e-commerce business) was the largest seller at $383K

Financial Impact

Total insider selling of $745K, representing less than 0.1% of Sea's market cap

Risk Factors

  • Potential negative catalyst or internal concern not yet public
  • Further insider selling could accelerate if sentiment deteriorates
  • Coordinated C-suite selling may signal headwinds at Shopee or Sea's broader operations

Investment Themes

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-SE-1790157814663
82 reports for SE
Performance horizon
61% Hit rate @ T+5 14 of 23 directional calls Went positive at some point 19 of 23 best @ T+60▲ +24.65%Apr 17, 2026
Filters
Rows
Reports for SE — sortable, filterable
TypeNow
Oct 27, 2026
today
Insider Cluster
NEUTRAL ★ 2/10
$72.59awaiting T+5—$74.73 (+2.95%)
Oct 23, 2026
4d ago
Insider Cluster
NEUTRAL ★ 2/10
$74.63awaiting T+5—$74.73 (+0.13%)
Oct 21, 2026
6d ago
SC 13G/A
NEUTRAL ★ 3/10
$77.94awaiting T+5—$74.73 (−4.12%)
Oct 21, 2026
6d ago
Insider Cluster
NEUTRAL ★ 3/10
$77.94awaiting T+5—$74.73 (−4.12%)
Oct 20, 2026
7d ago
6-K
NEUTRAL ★ 4/10
$80.43 $74.75▼ −7.06%▼ −7.09%$74.73 (−7.09%)
Oct 16, 2026
11d ago
Institutional Cluster
NEUTRAL ★ 3/10
$88.47 $73.82▼ −16.56%▼ −16.41%$74.73 (−15.53%)
Oct 5, 2026
22d ago
Insider Cluster
BEARISH ★ 4/10
$96.85 $95.88▲ +1.00%▲ +1.42%$74.73 (+22.84%)
Oct 1, 2026
26d ago
Insider Cluster
BEARISH ★ 5/10
$95.27 $92.89▲ +2.50%▲ +3.80%$74.73 (+21.56%)
Sep 29, 2026
28d ago
Insider Cluster
NEUTRAL ★ 3/10
$98.62 $96.53▼ −2.12%▼ −4.07%$74.73 (−24.22%)
Sep 25, 2026
4w ago
Insider Cluster
BEARISH ★ 4/10
$99.55 $95.19▲ +4.38%▲ +4.16%$74.73 (+24.93%)
Showing 10 of 82

US Market Status

Market Closed — Opens Wed (< 1m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Sep 23, 2026