LNG Cheniere Energy, Inc. Insider Trading

CFO Davis Zach sold 29,000 LNG shares ($8.7M) at $300.00; stock now $275.84, down 7.1% from 52-week high.

Davis Zach, EVP & CFO of Cheniere Energy, sold 29,000 shares (29.0K shares) generating $8,700,000.00 in proceeds, reducing his holdings from 116,146 shares to 87,146 shares, a net reduction of 25.0%. The sale was executed at $300.00 per share, which was near the 52-week high of $296.91; the current price of $275.84 reflects a 7.1% decline from that peak, suggesting the insider executed at an attractive level relative to recent trading. Despite the recent decline, LNG has appreciated 41.9% over the 90-day period and 10.8% over the past 30 days, so the sale represents a position reduction in a stock showing strong momentum. The company's fundamentals remain robust, with revenue of $4,441,000,000.00, net income of $1,049,000,000.00, and annual revenue growth of 27.2%, combined with a P/E of 9.53, providing context that the company is operationally healthy at the time of this divestiture.

Cheniere EVP Feygin sells 40,432 shares for $11,764,815.07; retains 147,108 shares post-transaction.

Feygin executed 2 separate sales totaling 40,432 shares for $11,764,815.07 at prices near $291, reducing his holdings by 21.6%. The sales occurred at $290.89 and $291.24 on 2026-03-26, just below the current price of $293.64 and within 1.1% of the 52-week high. Cheniere is currently trading at a favorable valuation (P/E 10.15) with strong recent momentum (90-day gain of 51.8%) and solid fundamentals ($1.0B net income on $4.4B quarterly revenue with 27.2% annual growth). Notably, Feygin's prior open-market sell at this ticker (2025-02-26) saw the stock rise 7.0% over 90 days post-sale, indicating that his previous sell-timing was not well-timed (timing pattern: 0 of 1 prior sells were well-timed at the 90-day mark); this current transaction provides limited directional signal about his forward view relative to the stock's recent strength.

Director Andrea Botta sells 5,000 LNG shares at $296.47; stock up 51.8% in 90 days post-sale

Andrea Botta, a Director of Cheniere Energy, sold 5,000 shares (30.2K shares remaining post-transaction) at $296.47 on 2026-03-27, reducing holdings by 14.2%. The sale occurred near the 52-week high of $296.91, with the stock subsequently climbing 51.8% over the next 90 days—indicating the sale was poorly timed relative to the post-transaction rally. Botta's prior LNG sale on 2025-02-27 showed similar unfavorable timing, with a +6.4% 90-day return after that sale as well. The underlying company shows strong fundamentals (P/E 10.15, $4.4B quarterly revenue, +27.2% annual growth, $1.0B net income), which may contextualize why the stock rallied after the director's departure.

EVP/CLO Markowitz sells 22,246 shares at $290.98 for $6.5M, reducing holdings by 25.8%

Markowitz, EVP, Chief Legal Officer and Corporate Secretary, executed 2 separate sales totaling 22,246 shares on 2026-03-26, receiving $6,473,234.40 at a blended average price of $290.98. The sale reduced his holdings from 86,246 shares to 64,000 shares, a decline of 25.8%. The stock is currently at $293.64 and near its 52-week high of $296.91 (-1.1%), having rallied 51.8% over the past 90 days. Cheniere Energy's fundamentals remain robust with net income of $1,049,000,000.00 and annual revenue growth of 27.2%, though the P/E of 10.15 and strong recent momentum provide limited context for attributing this liquidation to valuation or market conditions alone. The filing itself presents the facts of the transaction without additional FLAG context that would clarify whether this sale was discretionary or scheduled, leaving the motivation for the liquidation opaque to investors.

Director Neal Shear sells 4,100 LNG shares at $248.71; holding drops to 25.6K shares. Stock at $246.07, near 52-week high of $248.93.

Neal A. Shear, a director at Cheniere Energy, sold 4,100 shares at $248.71 on 2026-03-02, reducing his holdings by 13.8% to 25.6K shares. The sale occurred at a price near the 52-week high of $248.93 and $2.64 above the current price of $246.07. Notably, Shear's cross-ticker track record shows 1 prior sell with a 90-day well-timed rate of 100.00%, and his single prior sale at LNG in June 2025 posted -2.7% 90-day returns, consistent with well-timed exit timing. The company exhibits strong fundamentals—$4.4B quarterly revenue, $1.0B net income, and 27.2% annual revenue growth—with a valuation multiple of 8.50 P/E. The timing of this sale near all-time highs, combined with the insider's historical pattern of well-timed exits, warrants observation for signals about peak valuations.

Director MORELAND W BENJAMIN bought 5,000 shares at blended $208.22 (totaling $1,041,095.81) on 2025-11-04, raising stake 103.0%.

MORELAND W BENJAMIN, a Director at Cheniere Energy (LNG), executed 2 separate purchases totaling 5,000 shares for $1,041,095.81 at an average price of $208.22 on 2025-11-04, doubling his holdings from 4,856 to 9,856 shares. The purchase occurred after the stock had declined 11.8% over 30 days and 12.6% over 90 days, trading at $205.63 (18.9% below the 52-week high of $253.66). Across his open-market trade history at all tickers, MORELAND's prior buy averaged a -12.7% return over 30 days and -15.1% over 90 days with a 0.00% win rate, establishing a pattern of purchases that have not subsequently recovered. This transaction represents a material personal capital commitment at a reduced valuation relative to recent highs, but must be contextualized against both the stock's recent weakness and his historical timing outcomes.

Director SHEAR NEAL A sold 4,300 shares of LNG at $245.93; 12.6% reduction in holdings (from 34,033 to 29,733 shares).

SHEAR NEAL A, a director of Cheniere Energy, liquidated 4,300 shares at $245.93 on 2025-06-05, reducing holdings by 12.6% from 34,033 shares to 29,733 shares and generating $1.1M in proceeds. The sale occurred near the upper end of the 52-week range ($155.09–$253.66), just 4.2% below the 52-week high, at a price elevated relative to the 30-day average performance. Cheniere's revenue contracted 23.0% year-over-year in its latest quarter, suggesting operational headwinds, though the current P/E of 17.38 and net income of $353.0M indicate the company remains profitable. The transaction represents a meaningful reduction in the director's equity exposure in absolute terms, though detailed context around board activity, portfolio composition, or tax planning is absent from this filing alone.

Director BOTTA G ANDREA sold 9,000 shares of LNG at $219.51 on 2025-02-27, reducing stake by 21.0%.

BOTTA G ANDREA, a Director of Cheniere Energy, sold 9,000 shares at $219.51 on 2025-02-27, reducing his holdings from 42,934 shares to 33,934 shares—a 21.0% reduction of his previous position. The sale occurs with LNG trading 9.9% below its 52-week high of $253.66, and the company reports revenue of $3,763,000,000.00 with net income of $893,000,000.00 in the latest quarter, though annual revenue has contracted -23.0% year-over-year. The absence of additional detail regarding the timing mechanism limits the ability to infer motivation, though the magnitude of the stake reduction—removing one-fifth of his position in a single transaction—exceeds routine rebalancing thresholds and may warrant monitoring for context or additional regulatory filings.

EVP Feygin sells 23,478 shares of Cheniere Energy at $216.43; retains 189,003 shares.

Feygin Anatol, EVP & Chief Commercial Officer, sold 23,478 shares at $216.43 on 2025-02-26 for $5,081,348.24, reducing his stake by 11.0% from 212,481 to 189,003 shares. The company's fundamentals remain solid with net income of $893,000,000.00 on revenue of $3,763,000,000.00, though annual revenue has declined 23.0% year-over-year and the stock trades at a P/E of 15.38. The sale occurred at a price $216.43, while the current price is $218.99, positioning the sale near recent levels despite the stock being 13.7% below its 52-week high. The transaction represents a material reduction in a senior executive's holdings at a large liquefied natural gas company with a $49.0B market cap, warranting investor review of the disclosed motivation and the broader operational context.