Introduction
This page provides a comprehensive analysis of the known insider trading history of James H Bloem. Insiders are officers, directors, or significant investors in a company. It is illegal for insiders to make trades in their companies based on specific, non-public information. This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4. Despite these restrictions, academic research suggests that insiders - in general - tend to outperform the market in their own companies.
Average Trade Profitability
The average trade profitability is the average return of all the open market purchases made by the insider in the last three years. To calculate this, we examine every open-market, unplanned purchase made by the insider, excluding all trades that were marked as part of a 10b5-1 trading plan. We then calculate the average performance of those trades over 3, 6, and 12 months, averaging each of those durations to generate a final performance metric for each trade. Finally, we average all of the performance metrics to calculate a performance metric for the insider. This list only includes insiders that have made at least three trades in the last two years.
If this insiders trade profitability is "N/A", then the insider either has not made any open-market purchases in the last three years, or the trades they’ve made are too recent to calculate a reliable performance metric.
Update Frequency: Daily
Companies with Reported Insider Positions
The SEC filings indicate James H Bloem has reported holdings or trades in the following companies:
Security | Title | Latest Reported Holdings |
---|---|---|
US:GENNQ / Genesis Healthcare, Inc. | Director | 428,610 |
US:ACT / Enact Holdings, Inc. | Director | 11,163 |
US:HUM / Humana Inc. | Sr. VP, CFO & Treasurer | 0 |
Director | 0 | |
Director | 180,000 |
How to Interpret the Charts
The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by James H Bloem. Non-planned trade are trades that were not made as part of a 10b5-1 trading plan. The stock performance is charted as cumulative percent change in share price. For example, if an insider trade was made on January 1, 2019, the chart will show the daily percent change of the security to the present day. If the share price were to go from $10 to $15 during this time, the cumulative percent change in share price would be 50%. A change in price from $10 to $20 would be 100%, and a change in price of $10 to $5 would be -50%.
Ultimately, we are trying to determine how closely the insider’s trades correlate to excess returns (positive or negative) in the share price in order to see if the insider is timing their trades to profit from insider information. Consider the situation where an insider was doing this. In this situation, we would expect either (a) positive returns after purchases, or (b) negative returns after sales. In the case of (a), the PURCHASE chart would show a series of upwardly sloping curves, indicating positive returns after each purchase transaction. In the case of (b), the SALE chart would show a series of downward sloping curves, indicating negative returns after each sale transaction.
However, this alone is not enough to draw conclusions. If, for example, the share price of the company was in a non-cyclical climb over many years, then we would expect all the post-purchase plots to be upwardly sloping. Likewise, non-cyclical declines over many years would result in downward sloping post-trade plots. Neither of these charts would suggest insider trading activity.
The strongest indicator would be a situation where the share price was extremely cyclical, and there were both positive signals in the PURCHASE chart and negative plots on the SALE chart. This situation would be highly suggestive of an insider that was timing trades to their financial advantage.
Insider Purchases ACT / Enact Holdings, Inc. - Short Term Profit Analysis
In this section, we analyze the profitability of every unplanned, open-market insider purchase made in ACT / Enact Holdings, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.
The following table shows the most recent open market purchases that were not part of an automatic trading plan.
Trade Date | Ticker | Insider | Reported Shares |
Reported Price |
Adjusted Shares |
Adjusted Price |
Cost Basis | Days to Max |
Price at Max |
Max Profit ($) |
Max Return (%) |
---|---|---|---|---|---|---|---|
There are no known unplanned open-market trades for this insider and security combination |
Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.
Insider Sales ACT / Enact Holdings, Inc. - Short Term Loss Analysis
In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in ACT / Enact Holdings, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.
The following table shows the most recent open market sales that were not part of an automatic trading plan.
Trade Date | Ticker | Insider | Reported Shares |
Reported Price |
Adjusted Shares |
Adjusted Price |
Cost Basis | Days to Min |
Price at Min |
Max Loss Avoided ($) |
Max Loss Avoided (%) |
---|---|---|---|---|---|---|---|
There are no known unplanned open-market trades for this insider and security combination |
Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.
Insider Purchases GENNQ / Genesis Healthcare, Inc. - Short Term Profit Analysis
In this section, we analyze the profitability of every unplanned, open-market insider purchase made in ACT / Enact Holdings, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.
The following table shows the most recent open market purchases that were not part of an automatic trading plan.
Trade Date | Ticker | Insider | Reported Shares |
Reported Price |
Adjusted Shares |
Adjusted Price |
Cost Basis | Days to Max |
Price at Max |
Max Profit ($) |
Max Return (%) |
---|---|---|---|---|---|---|---|
There are no known unplanned open-market trades for this insider and security combination |
Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.
Insider Sales GENNQ / Genesis Healthcare, Inc. - Short Term Loss Analysis
In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in ACT / Enact Holdings, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.
The following table shows the most recent open market sales that were not part of an automatic trading plan.
Trade Date | Ticker | Insider | Reported Shares |
Reported Price |
Adjusted Shares |
Adjusted Price |
Cost Basis | Days to Min |
Price at Min |
Max Loss Avoided ($) |
Max Loss Avoided (%) |
---|---|---|---|---|---|---|---|
There are no known unplanned open-market trades for this insider and security combination |
Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.
Insider Trading History
This table shows the complete list of insider trades made by James H Bloem as disclosed to the Securities Exchange Commission (SEC).
File Date | Tran Date | Form | Ticker | Security | Code | Shares | Remaining Shares | Percent Change |
Share Price |
Tran Value |
Remaining Value |
|
---|---|---|---|---|---|---|---|---|---|---|---|---|
2020-06-03 |
|
4 | GEN |
Genesis Healthcare, Inc.
Class A Common Stock |
A - Award | 124,079 | 428,610 | 40.74 | ||||
2019-06-05 |
|
4 | GEN |
Genesis Healthcare, Inc.
Class A Common Stock |
A - Award | 124,079 | 304,531 | 68.76 | ||||
2018-06-06 |
|
4 | GEN |
Genesis Healthcare, Inc.
Class A Common Stock |
A - Award | 68,650 | 180,452 | 61.40 | ||||
2017-06-08 |
|
4 | GEN |
Genesis Healthcare, Inc.
Class A Common Stock |
A - Award | 52,000 | 111,802 | 86.95 | ||||
2017-05-05 |
|
4 | AGN |
Allergan plc
Ordinary Shares, par value $0.0001 |
A - Award | 1,223 | 11,163 | 12.30 | 245.25 | 299,941 | 2,737,726 | |
2017-05-05 |
|
4 | AGN |
Allergan plc
Ordinary Shares, par value $0.0001 |
F - Taxes | -668 | 9,940 | -6.30 | 243.76 | -162,832 | 2,422,974 | |
2016-08-09 |
|
4 | AGN |
Allergan plc
Ordinary Shares, par value $0.0001 |
A - Award | 201 | 10,608 | 1.93 | 248.31 | 49,910 | 2,634,072 | |
2016-06-09 |
|
4 | GEN |
Genesis Healthcare, Inc.
Class A Common Stock |
A - Award | 40,000 | 59,802 | 202.00 | ||||
2016-05-09 |
|
4 | AGN |
Allergan plc
Ordinary Shares, par value $0.0001 |
A - Award | 1,188 | 10,407 | 12.89 | 210.34 | 249,884 | 2,189,008 | |
2015-06-30 |
|
4/A | AGN |
Allergan plc
Ordinary Shares, par value $0.0001 |
A - Award | 826 | 9,219 | 9.84 | 302.30 | 249,700 | 2,786,904 | |
2015-06-30 |
|
4/A | AGN |
Allergan plc
Ordinary Shares, par value $0.0001 |
F - Taxes | -549 | 8,393 | -6.14 | 303.38 | -166,556 | 2,546,268 | |
2015-06-08 |
|
4 | ACT |
Actavis plc
Ordinary Shares, par value $0.0001 |
A - Award | 826 | 9,219 | 9.84 | 302.30 | 249,700 | 2,786,904 | |
2015-06-08 |
|
4 | ACT |
Actavis plc
Ordinary Shares, par value $0.0001 |
F - Taxes | -549 | 8,393 | -6.14 | 303.38 | -166,556 | 2,546,268 | |
2015-06-05 |
|
4 | GEN |
Genesis Healthcare, Inc.
Class A Common Stock |
A - Award | 19,802 | 19,802 | |||||
2014-05-13 |
|
4 | ACT |
Actavis plc
Ordinary Shares, par value $0.0001 |
A - Award | 1,142 | 8,942 | 14.64 | 197.05 | 225,031 | 1,762,021 | |
2013-11-08 |
|
4 | HUM |
HUMANA INC
Restricted Stock Units |
M - Exercise | -17,201 | 0 | -100.00 | 0.17 | -2,867 | ||
2013-11-08 |
|
4 | HUM |
HUMANA INC
Humana Common |
F - Taxes | -8,642 | 30,326 | -22.18 | 96.00 | -829,675 | 2,911,448 | |
2013-11-08 |
|
4 | HUM |
HUMANA INC
Humana Common |
M - Exercise | 17,201 | 38,968 | 79.02 | 0.17 | 2,867 | 6,496 | |
2013-10-03 |
|
4 | ACT |
Actavis plc
Ordinary Shares |
A - Award | 7,800 | 7,800 | |||||
2013-10-01 |
|
4 | WCRX |
Warner Chilcott plc
Ordinary shares, par value $0.01 per share |
D - Sale to Issuer | -24,176 | 0 | -100.00 | ||||
2013-10-01 |
|
4 | WCRX |
Warner Chilcott plc
Option to purchase ordinary shares par value $0.01 per share |
D - Sale to Issuer | -14,680 | 0 | -100.00 | ||||
2013-10-01 |
|
4 | WCRX |
Warner Chilcott plc
Option to purchase ordinary shares par value $0.01 per share |
D - Sale to Issuer | -28,660 | 0 | -100.00 | ||||
2013-10-01 |
|
4 | WCRX |
Warner Chilcott plc
Option to purchase ordinary shares par value $0.01 per share |
D - Sale to Issuer | -10,100 | 0 | -100.00 | ||||
2013-10-01 |
|
4 | WCRX |
Warner Chilcott plc
Option to purchase ordinary shares par value $0.01 per share |
D - Sale to Issuer | -9,640 | 0 | -100.00 | ||||
2013-10-01 |
|
4 | WCRX |
Warner Chilcott plc
Ordinary shares, par value $0.01 per share |
D - Sale to Issuer | -4,170 | 24,176 | -14.71 | ||||
2013-08-07 |
|
4 | HUM |
HUMANA INC
Humana Common |
S - Sale | -33,000 | 21,767 | -60.26 | 91.79 | -3,029,232 | 1,998,100 | |
2013-08-05 |
|
4 | HUM |
HUMANA INC
Options |
M - Exercise | -46,436 | 0 | -100.00 | ||||
2013-08-05 |
|
4 | HUM |
HUMANA INC
Humana Common |
F - Taxes | -41,066 | 54,767 | -42.85 | 90.46 | -3,715,036 | 4,954,497 | |
2013-08-05 |
|
4 | HUM |
HUMANA INC
Humana Common |
M - Exercise | 46,436 | 95,833 | 94.01 | 69.48 | 3,226,141 | 6,657,998 | |
2013-05-29 |
|
4 | HUM |
HUMANA INC
Options |
M - Exercise | -7,589 | 7,589 | -50.00 | 61.18 | -464,295 | 464,295 | |
2013-05-29 |
|
4 | HUM |
HUMANA INC
Options |
M - Exercise | -9,963 | 0 | -100.00 | 46.40 | -462,283 | ||
2013-05-29 |
|
4 | HUM |
HUMANA INC
Humana Common |
F - Taxes | -13,880 | 49,397 | -21.94 | 80.16 | -1,112,621 | 3,959,664 | |
2013-05-29 |
|
4 | HUM |
HUMANA INC
Humana Common |
M - Exercise | 7,589 | 63,277 | 13.63 | 61.18 | 464,295 | 3,871,287 | |
2013-05-29 |
|
4 | HUM |
HUMANA INC
Humana Common |
M - Exercise | 9,963 | 55,688 | 21.79 | 46.40 | 462,283 | 2,583,923 | |
2013-05-09 |
|
4 | WCRX |
Warner Chilcott plc
Option to purchase ordinary shares par value $0.01 per share |
A - Award | 14,680 | 14,680 | |||||
2013-05-09 |
|
4 | WCRX |
Warner Chilcott plc
Ordinary shares, par value $0.01 per share |
A - Award | 4,170 | 28,346 | 17.25 | ||||
2013-03-20 |
|
4 | HUM |
HUMANA INC
Options |
M - Exercise | -2,155 | 9,963 | -17.78 | 46.40 | -99,992 | 462,283 | |
2013-03-20 |
|
4 | HUM |
HUMANA INC
Humana Common |
M - Exercise | 2,155 | 45,725 | 4.95 | 46.40 | 99,992 | 2,121,640 | |
2013-02-22 |
|
4 | HUM |
HUMANA INC
Restricted Stock Units |
A - Award | 6,006 | 6,006 | |||||
2013-02-22 |
|
4 | HUM |
HUMANA INC
Options |
A - Award | 18,201 | 18,201 | |||||
2012-09-18 |
|
4 | WCRX |
Warner Chilcott plc
Option to purchase ordinary shares, par value $0.01 |
A - Award | 28,660 | 28,660 | |||||
2012-06-28 |
|
4 | ROHI |
ROTECH HEALTHCARE INC
Common Stock, $.0001 par value |
A - Award | 4,000 | 180,000 | 2.27 | ||||
2012-03-29 |
|
4 | HUM |
HUMANA INC
Options |
M - Exercise | -35,005 | 0 | -100.00 | 62.10 | -2,173,810 | ||
2012-03-29 |
|
4 | HUM |
HUMANA INC
Humana Common |
S - Sale | -35,005 | 43,570 | -44.55 | 90.27 | -3,159,793 | 3,932,929 | |
2012-03-29 |
|
4 | HUM |
HUMANA INC
Humana Common |
M - Exercise | 35,005 | 78,575 | 80.34 | 62.10 | 2,173,810 | 4,879,508 | |
2012-03-23 |
|
4 | HUM |
HUMANA INC
Options |
M - Exercise | -7,589 | 15,178 | -33.33 | 61.18 | -464,295 | 928,590 | |
2012-03-23 |
|
4 | HUM |
HUMANA INC
Options |
M - Exercise | -12,117 | 12,118 | -50.00 | 46.40 | -562,229 | 562,275 | |
2012-03-23 |
|
4 | HUM |
HUMANA INC
Options |
M - Exercise | -22,576 | 0 | -100.00 | 41.83 | -944,354 | ||
2012-03-23 |
|
4 | HUM |
HUMANA INC
Options |
M - Exercise | -1,439 | 46,436 | -3.01 | 69.48 | -99,975 | 3,226,141 | |
2012-03-23 |
|
4 | HUM |
HUMANA INC
Options |
M - Exercise | -8,800 | 35,005 | -20.09 | 62.10 | -546,480 | 2,173,810 | |
2012-03-23 |
|
4 | HUM |
HUMANA INC
Humana Common |
F - Taxes | -8,951 | 43,570 | -17.04 | 85.50 | -765,355 | 3,725,453 | |
2012-03-23 |
|
4 | HUM |
HUMANA INC
Humana Common |
F - Taxes | -28,271 | 52,521 | -34.99 | 85.50 | -2,417,312 | 4,490,808 | |
2012-03-23 |
|
4 | HUM |
HUMANA INC
Humana Common |
M - Exercise | 7,589 | 80,792 | 10.37 | 61.18 | 464,295 | 4,942,855 | |
2012-03-23 |
|
4 | HUM |
HUMANA INC
Humana Common |
M - Exercise | 12,117 | 73,203 | 19.84 | 46.40 | 562,229 | 3,396,619 | |
2012-03-23 |
|
4 | HUM |
HUMANA INC
Humana Common |
M - Exercise | 8,800 | 61,086 | 16.83 | 62.10 | 546,480 | 3,793,441 | |
2012-03-23 |
|
4 | HUM |
HUMANA INC
Humana Common |
M - Exercise | 22,576 | 52,286 | 75.99 | 41.83 | 944,354 | 2,187,123 | |
2012-03-23 |
|
4 | HUM |
HUMANA INC
Humana Common |
M - Exercise | 1,439 | 29,710 | 5.09 | 69.48 | 99,975 | 2,064,102 | |
2012-02-27 |
|
4 | HUM |
HUMANA INC
Restricted Stock Units |
A - Award | 5,528 | 5,528 | 0.17 | 922 | 922 | ||
2012-02-27 |
|
4 | HUM |
HUMANA INC
Options |
A - Award | 28,436 | 28,436 | 88.65 | 2,520,780 | 2,520,780 |