TK TEEKAY CORP LTD

NEUTRAL Impact: 4/10 Insider Cluster (2 insiders)
Horizon weeks Filed Jun 12, 2026 Processed 2d 19h ago
Insider cluster: 2 insiders, $2.1M total

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Executive Summary

CEO Kenneth Hvid exercised and immediately sold 165,151 shares for ~$2.01M, while CFO Brody Speers sold 5,500 shares for ~$67K, both on June 11. The CEO's sale is a same-day exercise-and-sell, which is typical for tax/cash purposes and not necessarily a bearish signal. Director grants of 6,350 shares each to four directors on June 9 are non-cash awards. The net cluster value of $2.07M represents ~0.21% of market cap, a modest amount. The historical calibration shows prior bullish calls on TK performed well (avg T+20 alpha +2.29%), but this cluster is not a strong directional signal.

Key Financial Metrics

Direction
selling
Total Value
$2.1M
Insiders
2

Actionable Insight

The CEO's same-day exercise-and-sell is a routine cash-out of option spread, not a conviction sale. The CFO's small sale is likely liquidity-driven. No material insider conviction signal here. Monitor next earnings for any operational update that might have prompted the CEO to monetize options now.

Key Facts

  • CEO Kenneth Hvid exercised 165,151 options at $10.18 and sold the same shares at $12.16, netting ~$327K in option spread value.
  • CFO Brody Speers sold 5,500 shares at $12.15 for $67K, a small position relative to his likely holdings.
  • Four directors received 6,350 shares each as grants/awards on June 9, totaling ~$225K in non-cash compensation.
  • Total open-market sales: $2.07M, or ~0.21% of Teekay's $1.0B market cap.
  • Analyst consensus is bearish (0% bullish, 6 sell/strong sell ratings), but the insider activity is not unusually large.

Financial Impact

CEO's sale of $2.01M is 0.2% of market cap; CFO's sale of $67K is negligible.

insider ownershipfloat

Risk Factors

  • CEO selling a large block of shares could be interpreted negatively by the market, especially given bearish analyst consensus.
  • If the company faces headwinds in tanker rates or fleet utilization, insider sales could precede a negative catalyst.

Market Snapshot

Exchange
NYSE
Sector
Deep Sea Foreign Transportation of Freight
Analyst Consensus
0% bullish (9 analysts)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-TK-1781272144905
6 reports for TK
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for TK — sortable, filterable
Type Now
Jun 13, 2026
2d ago
Insider Cluster
NEUTRAL ★ 2/10
awaiting T+5
Jun 12, 2026
2d ago
Insider Cluster
NEUTRAL ★ 3/10
$12.01 awaiting T+5awaiting T+5$12.33 (+2.66%)
Jun 12, 2026
2d ago
Insider Cluster
NEUTRAL ★ 4/10
$11.90 awaiting T+5awaiting T+5$12.33 (+3.61%)
May 13, 2026
4w ago
6-K
BULLISH ★ 7/10
$12.20 $12.48▲ +2.27%▲ +2.99%$12.33 (+1.06%)
May 6, 2026
5w ago
6-K
NEUTRAL ★ 2/10
$14.09 $13.17▼ −6.53%▼ −8.03%$12.33 (−12.49%)
Mar 13, 2026
13w ago
Press Release
NEUTRAL ★ 3/10
$11.37 $11.91▲ +4.75%▲ +6.79%$12.33 (+8.44%)
Showing 6 of 6

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