InvenTrust Properties Corp.
US ˙ NYSE ˙ US46124J2015

Introduction

This page provides a comprehensive analysis of the known insider trading history of Barry A N Bloom. 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

See the list of most profitable insider traders.

Companies with Reported Insider Positions

The SEC filings indicate Barry A N Bloom has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:XHR / Xenia Hotels & Resorts, Inc. See Remarks 217,741
US:IVT / InvenTrust Properties Corp. See Remarks 0
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Barry A N Bloom. 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 IVT / InvenTrust Properties Corp. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in IVT / InvenTrust Properties Corp.. 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.

IVT / InvenTrust Properties Corp. Insider Trades
Insider Sales IVT / InvenTrust Properties Corp. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in IVT / InvenTrust Properties Corp.. 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.

IVT / InvenTrust Properties Corp. Insider Trades
Insider Purchases XHR / Xenia Hotels & Resorts, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in IVT / InvenTrust Properties Corp.. 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 (%)
2017-03-07 XHR BLOOM BARRY A N 2,000 16.9800 2,000 16.9800 33,960 324 22.6300 11,300 33.27
2017-03-06 XHR BLOOM BARRY A N 1,000 16.9500 1,000 16.9500 16,950
2015-11-24 XHR BLOOM BARRY A N 6,000 16.3985 6,000 16.3985 98,391

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

XHR / Xenia Hotels & Resorts, Inc. Insider Trades
Insider Sales XHR / Xenia Hotels & Resorts, Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in IVT / InvenTrust Properties Corp.. 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.

XHR / Xenia Hotels & Resorts, Inc. Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by Barry A N Bloom as disclosed to the Securities Exchange Commission (SEC).

File Date Tran Date Form Ticker Security Code 10b5-1 Shares Remaining Shares Percent
Change
Share
Price
Tran
Value
Remaining
Value
2022-06-09 2022-06-07 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
S - Sale X -25,000 217,741 -10.30 19.09 -477,202 4,156,262
2022-05-18 2022-05-17 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
S - Sale X -25,000 242,741 -9.34 19.09 -477,128 4,632,736
2022-04-14 2022-04-13 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
S - Sale X -25,000 267,741 -8.54 19.10 -477,538 5,114,255
2022-03-01 2022-02-25 4 XHR Xenia Hotels & Resorts, Inc.
LTIP Units
A - Award 23,155 355,853 6.96
2022-01-13 2022-01-12 4 XHR Xenia Hotels & Resorts, Inc.
LTIP Units
A - Award 118,553 332,698 55.36
2022-01-04 2021-12-30 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
F - Taxes -4,904 292,741 -1.65 18.08 -88,664 5,292,757
2021-11-12 2021-11-10 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
S - Sale X -50,000 297,645 -14.38 19.22 -961,230 5,722,106
2021-05-27 2021-05-27 4 XHR Xenia Hotels & Resorts, Inc.
LTIP Units
M - Exercise -503,859 214,145 -70.17
2021-05-27 2021-05-27 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
M - Exercise 327,508 347,645 1,626.40
2021-03-03 2021-03-01 4 XHR Xenia Hotels & Resorts, Inc.
LTIP Units
A - Award 20,423 718,004 2.93
2021-03-03 2021-03-01 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
S - Sale X -36,998 20,137 -64.76 19.46 -719,907 391,826
2021-01-20 2021-01-15 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
S - Sale X -18,499 57,135 -24.46 16.23 -300,239 927,301
2021-01-12 2021-01-11 4 XHR Xenia Hotels & Resorts, Inc.
LTIP Units
A - Award 83,551 697,581 13.61
2020-12-31 2020-12-29 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
A - Award 20,137 75,634 36.28
2020-06-08 2020-06-05 4 XHR Xenia Hotels & Resorts, Inc.
LTIP Units
A - Award 147,088 614,030 31.50
2020-03-02 2020-03-02 4 XHR Xenia Hotels & Resorts, Inc.
LTIP Units
A - Award 25,625 466,942 5.81
2020-01-09 2020-01-08 4 XHR Xenia Hotels & Resorts, Inc.
LTIP Units
A - Award 131,226 441,317 42.32
2019-02-21 2019-02-19 4 XHR Xenia Hotels & Resorts, Inc.
LTIP Units
A - Award 21,009 310,091 7.27
2019-01-15 2019-01-14 4 XHR Xenia Hotels & Resorts, Inc.
LTIP Units
A - Award 146,271 289,082 102.42
2018-02-22 2018-02-20 4 XHR Xenia Hotels & Resorts, Inc.
LTIP Units
A - Award 19,133 142,811 15.47
2018-02-07 2018-02-05 4 XHR Xenia Hotels & Resorts, Inc.
Share Units
M - Exercise -14,563 0 -100.00
2018-02-07 2018-02-05 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
F - Taxes -5,880 55,497 -9.58 20.56 -120,893 1,141,018
2018-02-07 2018-02-05 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
M - Exercise 14,563 61,377 31.11
2018-01-17 2018-01-16 4 XHR Xenia Hotels & Resorts, Inc.
LTIP Units
A - Award 68,618 123,678 124.62
2017-03-14 2017-03-13 4 XHR Xenia Hotels & Resorts, Inc.
Share Units
M - Exercise -33,690 0 -100.00
2017-03-14 2017-03-13 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
F - Taxes -14,133 46,814 -23.19 16.51 -233,336 772,899
2017-03-14 2017-03-13 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
M - Exercise 33,690 60,947 123.60
2017-03-08 2017-03-07 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
P - Purchase 2,000 27,257 7.92 16.98 33,960 462,824
2017-03-08 2017-03-06 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
P - Purchase 1,000 25,257 4.12 16.95 16,950 428,106
2017-02-27 2017-02-23 4 XHR Xenia Hotels & Resorts, Inc.
LTIP Units
A - Award 19,158 55,060 53.36
2017-02-07 2017-02-06 4 XHR Xenia Hotels & Resorts, Inc.
Share Units
M - Exercise -14,134 14,563 -49.25
2017-02-07 2017-02-06 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
F - Taxes -6,098 24,257 -20.09 18.29 -111,532 443,661
2017-02-07 2017-02-06 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
M - Exercise 14,134 30,355 87.13
2016-03-21 2016-03-17 4 XHR Xenia Hotels & Resorts, Inc.
LTIP Units
A - Award 17,800 35,902 98.33
2016-02-08 2016-02-04 4 XHR Xenia Hotels & Resorts, Inc.
Share Units
M - Exercise -14,134 28,697 -33.00
2016-02-08 2016-02-04 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
F - Taxes -4,059 16,221 -20.01 14.15 -57,435 229,527
2016-02-08 2016-02-04 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
M - Exercise 14,134 20,280 229.97
2015-11-24 2015-11-24 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
P - Purchase 6,000 6,146 4,109.59 16.40 98,391 100,785
2015-05-07 2015-05-05 4 XHR Xenia Hotels & Resorts, Inc.
LTIP UNITS
A - Award 18,102 18,102
2015-02-06 2015-02-04 4 XHR Xenia Hotels & Resorts, Inc.
Share Units
A - Award 42,831 42,831
2015-02-06 2015-02-04 4 XHR Xenia Hotels & Resorts, Inc.
Share Units
A - Award 33,690 33,690
2015-02-06 2015-02-04 4 XHR Xenia Hotels & Resorts, Inc.
Common Stock
A - Award 146 146
2014-06-26 3 NONE Inland American Real Estate Trust, Inc.
No securities are beneficially owned.
0
P
Open market or private purchase of non-derivative or derivative security
S
Open market or private sale of non-derivative or derivative security
A
Grant, award, or other acquisition of securities from the company (such as an option)
C
Conversion of derivative
D
Sale or transfer of securities back to the company
F
Payment of exercise price or tax liability using portion of securities received from the company
G
Gift of securities by or to the insider
K
Equity swaps and similar hedging transactions
M
Exercise or conversion of derivative security received from the company (such as an option)
V
A transaction voluntarily reported on Form 4
J
Other (accompanied by a footnote describing the transaction)