SES SES AI (SES) Insider Trading, Ownership & Congress Trades
Semiconductors & Electronics · Miscellaneous electrical machinery, equipment & supplies · CIK 0001819142
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
76
13F, latest reported quarter
What the filings say about SES
Insiders, 180 days
-$30.0K net sold
1 seller · 0% of sales under a 10b5-1 plan
SES AI insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, SES AI Corp insiders sold a net $30.0K of stock across 126 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Mar 9, 2026.
- The trade is 2.4% of the 1,023,548 shares held after it.
- No other insider sold within 30 days.
- 76 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF LEGAL OFFICER Pilkington Kyle sold about $30.0K of SES on May 22, 2026; 76 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Feb 10, 2025.
- The trade is 3.2% of the 780,203 shares held after it.
- No other insider sold within 30 days.
- 76 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF LEGAL OFFICER Pilkington Kyle sold about $30.0K of SES on Mar 9, 2026; 76 funds added in the latest 13F quarter.Context
- 22 earlier Form 4 trades (code P or S) here by this insider (22 sales), the last on Jan 22, 2026.
- The trade is 8.0% of the 1,253,286 shares held after it.
- No other insider sold within 30 days.
- 76 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF SCIENCE OFFICER Gan Hong sold about $250.0K of SES on Jan 23, 2026; 76 funds added in the latest 13F quarter.Context
- 21 earlier Form 4 trades (code P or S) here by this insider (21 sales), the last on Dec 15, 2025.
- The trade is 12.0% of the 1,253,286 shares held after it.
- No other insider sold within 30 days.
- 76 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF SCIENCE OFFICER Gan Hong sold about $375.0K of SES on Jan 22, 2026, the largest insider sale at the company since 2024; 76 funds added in the latest 13F quarter.Context
- 20 earlier Form 4 trades (code P or S) here by this insider (20 sales), the last on Nov 17, 2025.
- The trade is 8.0% of the 1,253,286 shares held after it.
- No other insider sold within 30 days.
- 76 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CHIEF SCIENCE OFFICER Gan Hong sold about $198.0K of SES on Dec 15, 2025; 76 funds added in the latest 13F quarter.126 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$30.0K over 180 days
more than 85% of Semiconductors & Electronics
Congress
no House purchase disclosed in the last 12 months
Funds
76 funds bought in last quarter
below 66% of Semiconductors & Electronics
Revenue
+929.4% year over year
more than 99% of Semiconductors & Electronics
Margin
-347.8% net margin
below 94% of Semiconductors & Electronics
Buybacks
$1.6M repurchased, FY to 2025-12-31
below 85% of Semiconductors & Electronics
Short interest
14.3% of the float short (float per yahoo 2026-10-27) · 1.3 days to cover · settled 2026-10-15
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch SES
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-72.9%12M
Insider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns SES: institutional holders (13F)
13F holdings, latest reported quarter
18,946,396 sh
$18.2M
133,282 sh
$13.7M
10,265,727 sh
$9.9M
9,621,184 sh
$9.2M
9,585,985 sh
$9.2M
Congress trades in SES
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
SES planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
SES mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
State Street(R) SPDR(R) S&P Kensho Smart Mobility ETF
$278.7K position · as of 2026-06-30
1.2%
Invesco WilderHill Clean Energy ETF
$3.9M position · as of 2026-07-31
0.9%
Invesco Global Clean Energy ETF
$1.0M position · as of 2026-07-31
0.6%
Inspire Small/Mid Cap ETF
$748.2K position · as of 2026-05-31
0.2%
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF
$4.6M position · as of 2026-06-30
0.2%
iShares Micro-Cap ETF
$813.1K position · as of 2026-06-30
0.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$4.1M
$9.4M
$1.5M
-78%
-71%
2023
$3.5M
$2.9M
$1.1M
-82%
-69%
2022
$8.9M
$4.5M
$3.3M
-56%
-46%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $30.0K sold by insiders over 180 days, 76 funds added last quarter. Each figure is a federal filing, dated the day it went public.
SES financials
Revenue growth
+929.4%
XBRL, annual
Net margin
-347.8%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$23.5M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM SES
| FY Dec 2025 | $21.0M |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | $5.1M |
| Mar 2026 | $6.7M |
| Dec 2025 | $4.6M |
| Sep 2025 | $7.1M |
| Jun 2025 | $3.5M |
| Mar 2025 | $5.8M |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Single quarter
Net margin, TTM
-287.5%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM SES
| FY Dec 2025 | -345.4% |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | -353.0% |
| Mar 2026 | -180.3% |
| Dec 2025 | -362.3% |
| Sep 2025 | -293.9% |
| Jun 2025 | -642.2% |
| Mar 2025 | -214.6% |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$60.5M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM SES
| FY Dec 2025 | -$61.2M |
| FY Dec 2024 | -$78.3M |
| FY Dec 2023 | -$72.2M |
| FY Dec 2022 | -$61.2M |
| FY Dec 2021 | -$38.9M |
| Jun 2026 | -$14.5M |
| Mar 2026 | -$20.1M |
| Dec 2025 | -$11.1M |
| Sep 2025 | -$14.7M |
| Jun 2025 | -$11.6M |
| Mar 2025 | -$23.7M |
| Dec 2024 | -$12.5M |
| Sep 2024 | -$24.2M |
At each fiscal year end
Single quarter
Debt to equity
0.00x
current debt only, 2026-06-30; equity 2026-06-30
Debt to equity SES
| FY Dec 2025 | 0.00x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.00x |
| Mar 2026 | 0.00x |
| Dec 2025 | 0.00x |
| Sep 2025 | 0.01x |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
-131.98x
TTM operating cash flow over current debt only, 2026-06-30
Cash flow to debt SES
| FY Dec 2025 | -70.32x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | -131.98x |
| Mar 2026 | -78.04x |
| Dec 2025 | -70.32x |
| Sep 2025 | -31.31x |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-30.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity SES
| FY Dec 2025 | -29.4% |
| FY Dec 2024 | -31.4% |
| FY Dec 2023 | -14.2% |
| FY Dec 2022 | -33.6% |
| FY Dec 2021 | n/a |
| Jun 2026 | -30.9% |
| Mar 2026 | -30.5% |
| Dec 2025 | -29.4% |
| Sep 2025 | -33.7% |
| Jun 2025 | -34.4% |
| Mar 2025 | -31.4% |
| Dec 2024 | -31.4% |
| Sep 2024 | -22.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-25.6%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets SES
| FY Dec 2025 | -24.1% |
| FY Dec 2024 | -27.2% |
| FY Dec 2023 | -12.6% |
| FY Dec 2022 | -16.1% |
| FY Dec 2021 | -13.3% |
| Jun 2026 | -25.6% |
| Mar 2026 | -25.8% |
| Dec 2025 | -24.1% |
| Sep 2025 | -28.4% |
| Jun 2025 | -30.3% |
| Mar 2025 | -28.1% |
| Dec 2024 | -27.2% |
| Sep 2024 | -20.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on invested capital SES
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
-30.7%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed SES
| FY Dec 2025 | -29.7% |
| FY Dec 2024 | -31.5% |
| FY Dec 2023 | -19.4% |
| FY Dec 2022 | -26.4% |
| FY Dec 2021 | -13.9% |
| Jun 2026 | -30.7% |
| Mar 2026 | -30.1% |
| Dec 2025 | -29.7% |
| Sep 2025 | -31.8% |
| Jun 2025 | -35.1% |
| Mar 2025 | -33.6% |
| Dec 2024 | -31.5% |
| Sep 2024 | -27.3% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing SES
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no share count filed
Enterprise value SES
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no share count filed
FCF yield SES
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing SES
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $21.0M | $2.0M | n/a | n/a |
| Gross profit | $11.3M | $1.3M | n/a | n/a |
| Operating income | -$82.6M | -$109.2M | -$78.2M | -$79.6M |
| Net income | -$72.5M | -$100.2M | -$53.4M | -$51.0M |
| EPS (diluted) | -0.22 | -0.31 | -0.17 | -0.18 |
| Operating cash flow | -$58.4M | -$66.1M | -$56.4M | -$46.5M |
| Cash | $29.5M | $128.8M | $85.7M | $106.6M |
| Buybacks | $1.6M | n/a | n/a | n/a |
SEC XBRL, fiscal years, as known on 2026-10-28
SES Stock Sonar score 6/7 axes
Find similar shapesCompareSES ranks highest on growth (99th percentile) and financial health (45th), and lowest on risk and compliance (21st), among Semiconductors & Electronics peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
SES filings, in plain words
Are SES AI insiders buying or selling SES?
In the 180 days to 2026-10-28, SES AI insiders were net sellers, a net $30.0K across purchases and sales reported on Form 4, by 1 seller.
Read the full summary
In the 180 days to 2026-10-28, SES AI insiders were net sellers of SES, a net $30.0K across purchases and sales reported on Form 4 by 1 seller. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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