LSEA Landsea Homes Corp Insider Trading

LSEA 10% owner sells 2,900,000 shares for $29.7M in two separate transactions at $10.25; post-sale holdings drop to 6.14M shares.

Landsea Holdings Corp, a 10% owner, executed 2 separate sales totaling 2,900,000 shares for $29,725,000.00 on 2024-12-09 and 2024-12-10, reducing holdings by 32.1% to 6,135,151 shares. At the $10.25 blended transaction price, the stock was trading 0.89 points below the current price of $10.36 and sits 28.7% below the 52-week high of $14.53, suggesting the sales occurred within a compressed recent price range. The insider's cross-ticker track record shows 3 prior sells with an average 90-day return of 35.3% and a 90d well-timed rate of 33.33%, while at LSEA specifically, 1 of 3 prior sells proved well-timed at the 90-day mark; neither track record projects forward timing success with confidence. Fundamentals show annual revenue growth of -16.4%, P/E of 14.19, and latest quarterly revenue of $338,472,000.00, indicating a maturing company facing headwinds. The scale of this reduction—nearly one-third of holdings disposed of in consecutive business days—distinguishes it from routine portfolio adjustments and merits investor attention to the underlying operational and market context.

10% owner Chen Huaijun divests entire 4.1M share stake in LSEA for $42,025,000 across 2 sales at $10.25

Chen Huaijun, a 10% owner of Landsea Homes, liquidated his complete shareholding of 4,100,000 shares through two separate sales on December 9-10, 2024, raising $42,025,000 at $10.25 per share. This represents a complete exit by a major shareholder at a time when the stock is trading 28.7% below its 52-week high of $14.53, the company faces annual revenue decline of -16.4%, and has experienced -6.6% negative price momentum over 30 days and -11.9% over 90 days. The total liquidation of a 10% founder or principal stake—rather than a partial portfolio adjustment—warrants investor attention, particularly given the company's recent performance headwinds and the shareholder's complete severance from the business going forward.

Director Tian Ming sold 2,900,000 shares (2.90M) at $10.25 for $29,725,000.00 on Dec 9-10, reducing holdings 32.0%

Tian Ming executed 2 separate sales totaling 2,900,000 shares for $29,725,000.00 at an average price of $10.25, disposing of 32.0% of pre-transaction holdings. Across his prior trades at LSEA (4 total), the insider's 90-day track record shows 1 well-timed sale out of 4 measurable outcomes—a 25% success rate at this ticker. Most relevant: his prior LSEA sale on 2024-06-20 produced +18.5% 30-day return and his 2024-05-14 sale delivered +62.5% 30-day and +77.2% 90-day returns, both poorly timed (stock continued rising after he sold). Current price of $10.36 is -28.7% from the 52-week high of $14.53 and the stock is down -6.6% over 30 days and -11.9% over 90 days, placing the recent transaction above recent lows but significantly below its peak valuation. Fundamentals show trailing revenue of $338,472,000.00 with modest net income of $11,110,000.00, but annual revenue growth stands at -16.4%, suggesting operational headwinds that may merit investor attention regarding the company's trajectory.

LANDSEA HOLDINGS CORP (10% owner) sold 450,000 shares at $9.53 on 2024-06-20; stock now -37.2% from 52-week high.

LANDSEA HOLDINGS CORP, a 10% owner, sold 450,000 shares (reducing holdings from 12,710,729 to 12,260,729 shares) at $9.53 per share for $4,288,500 total on 2024-06-20. The stock has since declined to $9.13, down 37.2% from its 52-week high of $14.53 and down 32.6% over 90 days. This is the third open-market sale by this insider; his cross-ticker track record shows 100.0% well-timed selling rate across 2 prior sells (average 90-day return of -14.0%), and at this specific ticker, 1 of 1 prior 90-day measurable sells was well-timed (the 2024-03-08 sale returned -14.0%). Fundamentals show revenue growth of -16.4% year-over-year with net income of $190.0K on quarterly revenue of $294.0M. The timing pattern—consistent with prior well-timed sales at this ticker—and the company's declining revenue trajectory warrant scrutiny of what the 10% owner may perceive about near-term business direction.

Tian Ming (Director) sold 450,000 shares of LSEA at $9.53 on 2024-06-20; stock down 37.2% from 52-week high and 12.1% in 30 days post-trade.

Tian Ming sold 450,000 shares (450.0K shares) at $9.53 on 2024-06-20, reducing his holdings to 12.29M shares and realizing $4.3M in proceeds. The sell occurred while LSEA traded at $9.53, and the stock has since declined 12.1% in the 30 days following the transaction, trading 37.2% below its 52-week high of $14.53. Across his cross-ticker track record, Ming's 2 prior open-market sells show a 90d well-timed rate of 100.00%, though at LSEA specifically, timing has been mixed: his 2024-05-14 sale posted +62.5% 30-day returns (downside), but his 2024-03-08 sale and same-day buy both showed -14.0% 90-day outcomes. Fundamentals reflect contraction: annual revenue growth of -16.4%, net income of only $190.0K on $294.0M quarterly revenue, and a market cap of $330.3M, suggesting a company in transition with compressed profitability despite significant sales scale.