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

SE

Sea Ltd
NEUTRAL
Impact 3/10
Horizonweeks Processed1mo ago
Insider cluster: 4 insiders, $0.7M total
Actionable Insight • Neutral

Monitor next Form 4 filings for any acceleration in selling volume or a shift to buying by C-suite. The current cluster is too small to signal fundamental concerns, but a sustained pattern of larger sales would warrant attention.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d ⚠ clustered
SE ▼ -24.54% at T+20d
NEUTRAL call -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

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Executive Summary

Four senior insiders at Sea Ltd (CPO, COO, CFO, CCO/GC) sold a combined ~$688K in open-market sales over a one-week window, with the CPO and COO accounting for the bulk. The cluster is notable for involving multiple C-suite officers selling concurrently, but the total dollar value is modest relative to Sea's ~$50B market cap (~0.001%), making this a routine liquidity event rather than a material signal.

Key Financial Metrics

Direction
selling
Total Value
$688.0K
Insiders
4

Key Facts

  • Four C-suite insiders sold shares: CPO (Chen Jingye), COO (Ye Gang), CFO (Hou Tianyu), CCO/GC (Wang Yanjun)
  • Total open-market sales: ~$688K over 7 days
  • No insider purchases were reported in the cluster window
  • Sales represent ~0.001% of Sea's estimated $50B market cap — well below the 0.1% materiality threshold
  • All sales were open-market (code S) with no indication of 10b5-1 plans in the provided data

Financial Impact

~$688K in insider sales, negligible relative to market cap

insider ownership

Risk Factors

  • If selling volume increases materially in subsequent weeks, it could indicate insider caution ahead of earnings or regulatory developments
  • No purchases in the cluster — one-sided selling by multiple officers, though immaterial in size, is worth tracking over time

Investment Themes

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-SE-1790231255982
82 reports for SE
Performance horizon
63% Hit rate @ T+5 15 of 24 directional calls Went positive at some point 20 of 24 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
10d 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 (15h 45m)

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Report published Sep 23, 2026