KOS Kosmos Energy Ltd.

NEUTRAL Impact: 2/10 Insider Cluster (2 insiders)
Horizon days Filed May 29, 2026 Processed 14d 17h ago
Insider cluster: 2 insiders, $224K total
Latest settled — T+5d
KOS ▼ -3.44% at T+5d
NEUTRAL call ✗ call lost -3.44% · α vs SPY -0.69% · entry $2.91 → $2.81
Next anchor: T+20d in 16d
Currently $2.87 · -1.37% from $2.91 entry
Entry anchored
May 29, 2026
via day open
T+1d
+2.06%
call +2.06% · α +1.92%
$2.97
settled 12d ago
T+5d
-3.44%
call -3.44% · α -0.69%
$2.81
settled 8d ago
T+20d
call — · α —
in 16d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Two Kosmos Energy directors sold a combined $224K in open-market sales on May 27-28, 2026, at ~$2.73/share. This is a small cluster (0.014% of $1.6B market cap) and likely liquidity-driven, given the simultaneous director grant of 62,044 shares each to six directors on May 28. The sales are trivial relative to company size and carry no material bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$224.0K
Insiders
2

Actionable Insight

The sales are routine and likely tied to the director grant cycle — not a bearish signal. No action warranted. Monitor for any C-suite selling or larger clusters above 0.1% of market cap.

Key Facts

  • Directors Sterin and Franklin sold 82,102 shares total for $224K at ~$2.73/share on May 27-28.
  • Six directors (including Sterin and Franklin) each received a grant of 62,044 shares on May 28, valued at $170K each.
  • Total sales represent 0.014% of Kosmos's $1.6B market cap — well below the 0.1% triviality threshold.
  • No C-suite executives traded; only two directors sold, and one of them (Franklin) also received a grant on the same day.
  • The cluster is mixed: one director also had a small tax-withholding transaction (976 shares, $2.8K) that is non-economic.

Financial Impact

Total open-market sales of $224K, or 0.014% of market cap. Immaterial.

insider holdingsfloat

Risk Factors

  • No material risk from this cluster; sales are too small to indicate insider concern.
  • If crude oil prices decline sharply, Kosmos's E&P cash flows could pressure the stock, but this filing provides no new information on that.

Market Snapshot

Exchange
NYSE
Sector
Crude Petroleum & Natural Gas
Analyst Consensus
53% bullish (15 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-KOS-1780088515158
9 reports for KOS
Performance horizon
33% Hit rate 1 of 3 directional calls best @ T+1▲ +7.37%May 5, 2026
Filters
Rows
Reports for KOS — sortable, filterable
Type Now
May 29, 2026
14d ago
Insider Cluster
NEUTRAL ★ 2/10
$2.91 $2.81▼ −3.44%▼ −0.69%$2.87 (−1.37%)
May 27, 2026
16d ago
144
NEUTRAL ★ 2/10
$2.67 $2.97▲ +11.24%▲ +10.03%$2.87 (+7.49%)
May 5, 2026
5w ago
8-K
MIXED ★ 6/10
$3.12 $2.88▼ −7.69%▼ −9.68%$2.87 (−8.01%)
May 5, 2026
5w ago
Press Release
BEARISH ★ 7/10
$3.12 $3.10▲ +0.64%▲ +2.63%$2.87 (+8.01%)
Apr 16, 2026
8w ago
DEFA14A
NEUTRAL ★ 2/10
$2.63 $2.87▲ +9.13%▲ +8.14%$2.87 (+9.13%)
Apr 15, 2026
8w ago
Press Release
BEARISH ★ 6/10
$2.58 $2.85▼ −10.47%▼ −8.83%$2.87 (−11.24%)
Mar 11, 2026
13w ago
Press Release
BEARISH ★ 6/10
$2.01 $2.66▼ −32.34%▼ −34.53%$2.87 (−42.79%)
Mar 2, 2026
14w ago
Press Release
MIXED ★ 6/10
$2.40 $2.56▲ +6.67%▲ +7.87%$2.87 (+19.58%)
Feb 25, 2026
15w ago
8-K
NEUTRAL ★ 5/10
$2.09 $2.54▲ +21.53%▲ +22.63%$2.87 (+37.32%)
Showing 9 of 9

US Market Status

Market Closed — Opens Mon (46h 58m)

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