EPR Properties - Preferred Stock
US ˙ NYSE ˙ US26884U5056

Introduction

This page provides a comprehensive analysis of the known insider trading history of Brain David M.. 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 Brain David M. has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:ARPI / American Residential Properties, Inc. Director 0
US:EPR / EPR Properties CEO & President, Director 345,075
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Brain David M.. 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 EPR.PRG / EPR Properties - Preferred Stock - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in EPR.PRG / EPR Properties - Preferred Stock. 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.

EPR.PRG / EPR Properties - Preferred Stock Insider Trades
Insider Sales EPR.PRG / EPR Properties - Preferred Stock - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in EPR.PRG / EPR Properties - Preferred Stock. 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 (%)
2014-09-08 EPR Brain David M. 15,000 57.0600 15,000 57.0600 855,900 361 49.5700 -112,350 -13.13
2014-06-18 EPR Brain David M. 9,000 54.6000 9,000 54.6000 491,400
2014-06-18 EPR Brain David M. 9,000 54.6100 9,000 54.6100 491,490
2014-06-18 EPR Brain David M. 9,000 54.6700 9,000 54.6700 492,030
2014-03-05 EPR Brain David M. 15,000 53.5017 15,000 53.5017 802,526
2014-03-05 EPR Brain David M. 457 53.5401 457 53.5401 24,468
2013-05-14 EPR Brain David M. 300 58.6550 300 58.6550 17,596
2013-05-09 EPR Brain David M. 15,000 58.1957 15,000 58.1957 872,936
2013-05-09 EPR Brain David M. 15,000 58.2277 15,000 58.2277 873,416
2013-03-21 EPR Brain David M. 15,000 51.8037 15,000 51.8037 777,056
2009-12-23 epr Brain David M. 10,000 35.4243 10,000 35.4243 354,243

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

EPR.PRG / EPR Properties - Preferred Stock Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by Brain David M. 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
2016-03-02 2016-02-29 4 ARPI American Residential Properties, Inc.
LTIP Units
D - Sale to Issuer -10,756 0 -100.00
2016-03-02 2016-02-29 4 ARPI American Residential Properties, Inc.
Common Stock
D - Sale to Issuer -11,220 0 -100.00
2015-06-01 2015-05-28 4 ARPI American Residential Properties, Inc.
LTIP Units
A - Award 2,632 10,756 32.40
2015-03-30 2015-03-30 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other 58,146 345,075 20.26 58.47 3,399,797 20,176,535
2015-03-30 2015-03-30 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other -58,146 0 -100.00 58.47 -3,399,797
2015-03-30 2015-03-30 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
F - Taxes -55,754 58,146 -48.95 58.47 -3,259,936 3,399,797
2015-02-24 2015-02-20 4 EPR EPR PROPERTIES
Option to Purchase Common Shares of Beneficial Interest
A - Award 32,810 493,964 7.11
2015-02-24 2015-02-20 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
A - Award 25,941 113,900 29.49
2015-02-24 2015-02-20 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
A - Award 9,334 87,959 11.87
2015-01-22 2015-01-21 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other 1,275 4,835 35.81 62.48 79,662 302,091
2015-01-22 2015-01-21 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other -1,275 286,930 -0.44 62.48 -79,662 17,927,386
2015-01-05 2015-01-01 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other 25,914 288,205 9.88 57.63 1,493,424 16,609,254
2015-01-05 2015-01-01 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other -25,914 78,625 -24.79 57.63 -1,493,424 4,531,159
2015-01-05 2015-01-01 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
F - Taxes -25,036 104,539 -19.32 57.63 -1,442,825 6,024,583
2014-09-10 2014-09-08 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
S - Sale -15,000 394,637 -3.66 57.06 -855,900 22,517,987
2014-06-20 2014-06-18 4 EPR EPR PROPERTIES
Common Shares
S - Sale -9,000 138,000 -6.12 54.67 -492,030 7,544,460
2014-06-20 2014-06-18 4 EPR EPR PROPERTIES
Common Shares
S - Sale -9,000 147,000 -5.77 54.61 -491,490 8,027,670
2014-06-20 2014-06-18 4 EPR EPR PROPERTIES
Common Shares
S - Sale -9,000 156,000 -5.45 54.60 -491,400 8,517,600
2014-05-22 2014-05-21 4 ARPI American Residential Properties, Inc.
LTIP Units
A - Award 2,791 8,124 52.33
2014-03-06 2014-03-05 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
S - Sale -457 1,171 -28.07 53.54 -24,468 62,695
2014-03-06 2014-03-05 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
S - Sale -15,000 409,637 -3.53 53.50 -802,526 21,916,276
2014-02-20 2014-02-18 4 EPR EPR PROPERTIES
Option to Purchase Common Shares of Beneficial Interest
A - Award 53,257 461,154 13.06
2014-02-20 2014-02-18 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
A - Award 43,744 424,637 11.48
2014-02-20 2014-02-18 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
A - Award 25,308 380,893 7.12
2014-02-10 2014-02-07 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other 1,620 3,560 83.51 50.25 81,405 178,890
2014-02-10 2014-02-07 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other -1,620 355,585 -0.45 50.25 -81,405 17,868,146
2014-01-14 2013-05-14 5 EPR EPR PROPERTIES
Common Stock
S - Sale -300 1,940 -13.39 58.66 -17,596 113,791
2014-01-03 2014-01-01 4 EPR EPR PROPERTIES
Option to Purchase Common Shares of Beneficial Interest
J - Other 0 407,897 0.00
2014-01-03 2014-01-01 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
F - Taxes -21,476 359,145 -5.64 49.16 -1,055,760 17,655,568
2014-01-03 2014-01-01 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other 0 165,000 0.00
2014-01-03 2014-01-01 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other 0 165,000 0.00
2013-09-11 2013-09-10 4 EPR EPR PROPERTIES
Option to Purchase Common Shares of Beneficial Interest
M - Exercise -6,069 407,897 -1.47
2013-09-11 2013-09-10 4 EPR EPR PROPERTIES
Option to Purchase Common Shares of Beneficial Interest
M - Exercise -8,582 413,966 -2.03
2013-09-11 2013-09-10 4 EPR EPR PROPERTIES
Option to Purchase Common Shares of Beneficial Interest
M - Exercise -8,583 422,548 -1.99
2013-09-11 2013-09-10 4 EPR EPR PROPERTIES
Option to Purchase Common Shares of Beneficial Interest
M - Exercise -8,583 422,548 -1.99
2013-09-11 2013-09-10 4 EPR EPR PROPERTIES
Option to Purchase Common Shares of Beneficial Interest
M - Exercise -8,583 431,131 -1.95
2013-09-11 2013-09-10 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
M - Exercise 40,400 380,621 11.87 48.62 1,964,248 18,505,793
2013-07-05 2013-07-02 4 ARPI American Residential Properties, Inc.
LTIP Units
A - Award 2,833 5,333 113.32
2013-05-13 2013-05-09 4 ARPI American Residential Properties, Inc.
Common Stock, $0.01 par value per share
P - Purchase 10,000 11,220 819.67 21.00 210,000 235,620
2013-05-13 2013-05-09 4 EPR EPR PROPERTIES
Option to Purchase Common Shares of Beneficial Interest
J - Other 0 448,297 0.00
2013-05-13 2013-05-09 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
S - Sale -15,000 341,621 -4.21 58.23 -873,416 19,891,805
2013-05-13 2013-05-09 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
S - Sale -15,000 165,000 -8.33 58.20 -872,936 9,602,290
2013-05-13 2013-05-09 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other 0 1,628 0.00
2013-05-13 2012-12-05 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
G - Gift -1,400 340,221 -0.41 45.87 -64,218 15,605,937
2013-05-08 3 ARPI American Residential Properties, Inc.
Common Stock, $0.01 par value per share
1,220
2013-03-25 2013-03-21 4 EPR EPR PROPERTIES
Option to Purchase Common Shares of Beneficial Interest
J - Other 0 448,297 0.00
2013-03-25 2013-03-21 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
S - Sale -15,000 356,621 -4.04 51.80 -777,056 18,474,287
2013-03-25 2013-03-21 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other 0 180,000 0.00
2013-03-25 2013-03-21 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other 0 1,628 0.00
2013-02-25 2013-02-21 4 EPR EPR PROPERTIES
Option to Purchase Common Shares of Beneficial Interest
A - Award 39,681 448,297 9.71 47.21 1,873,340 21,164,101
2013-02-25 2013-02-21 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
A - Award 30,757 371,621 9.02 47.21 1,452,038 17,544,227
2013-02-25 2013-02-21 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
A - Award 18,506 340,864 5.74 47.21 873,668 16,092,189
2013-02-25 2013-02-21 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other 0 180,000 0.00
2013-02-25 2013-02-21 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other 0 180,000 0.00
2013-01-03 2013-01-01 4 EPR EPR PROPERTIES
Option to Purchase Common Shares of Beneficial Interest
J - Other 0 408,616 0.00
2013-01-03 2013-01-01 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
F - Taxes -24,050 322,358 -6.94 46.11 -1,108,946 14,863,927
2013-01-03 2013-01-01 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other 0 180,000 0.00
2013-01-03 2013-01-01 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other 0 180,000 0.00
2012-12-21 2012-12-20 4 EPR EPR PROPERTIES
Option to Purchase Common Shares of Beneficial Interest
M - Exercise -165,638 408,616 -28.84 24.86 -4,117,761 10,158,194
2012-12-21 2012-12-20 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other 180,000 180,000
2012-12-21 2012-12-20 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other -180,000 346,408 -34.19
2012-12-21 2012-12-20 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
M - Exercise -122,263 526,408 -18.85 46.30 -5,660,777 24,372,690
2012-12-21 2012-12-20 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
M - Exercise 165,638 648,671 34.29 24.86 4,117,761 16,125,961
2012-12-21 2012-12-20 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
J - Other 0 1,628 0.00
2012-12-21 2012-09-14 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
G - Gift -1,220 483,033 -0.25 48.11 -58,694 23,238,718
2012-12-21 2012-09-13 4 EPR EPR PROPERTIES
Common Shares of Beneficial Interest
G - Gift -1,850 484,253 -0.38 47.94 -88,689 23,215,089
2012-02-06 2012-02-02 4 EPR ENTERTAINMENT PROPERTIES TRUST
Option to Purchase Common Shares of Beneficial Interest
A - Award 36,193 574,254 6.73 45.20 1,635,924 25,956,281
2012-02-06 2012-02-02 4 EPR ENTERTAINMENT PROPERTIES TRUST
Common Shares of Beneficial Interest
A - Award 29,597 486,103 6.48 45.20 1,337,784 21,971,856
2012-02-06 2012-02-02 4 EPR ENTERTAINMENT PROPERTIES TRUST
Common Shares of Beneficial Interest
A - Award 14,350 456,506 3.25 45.20 648,620 20,634,071
2012-02-06 2012-02-02 4 EPR ENTERTAINMENT PROPERTIES TRUST
Common Shares of Beneficial Interest
J - Other 0 1,628 0.00
2012-01-04 2012-01-01 4 EPR ENTERTAINMENT PROPERTIES TRUST
Option to Purchase Common Shares of Beneficial Interest
J - Other 0 538,061 0.00
2012-01-04 2012-01-01 4 EPR ENTERTAINMENT PROPERTIES TRUST
Common Shares of Beneficial Interest
F - Taxes -27,757 442,156 -5.91 43.71 -1,213,258 19,326,639
2012-01-04 2012-01-01 4 EPR ENTERTAINMENT PROPERTIES TRUST
Common Shares of Beneficial Interest
J - Other 0 1,628 0.00
2011-01-19 2011-01-14 4 EPR ENTERTAINMENT PROPERTIES TRUST
Option to Purchase Common Shares of Beneficial Interest
A - Award 14,867 602,028 2.53 45.73 679,868 27,530,740
2011-01-19 2011-01-14 4 EPR ENTERTAINMENT PROPERTIES TRUST
Common Shares of Beneficial Interest
A - Award 22,154 390,577 6.01
2011-01-19 2011-01-14 4 EPR ENTERTAINMENT PROPERTIES TRUST
Common Shares of Beneficial Interest
J - Other 0 1,628 0.00
2010-02-09 2010-02-05 4 epr ENTERTAINMENT PROPERTIES TRUST
Option to Purchase Common Shares of Beneficial Interest
J - Other 0 675,174 0.00
2010-02-09 2010-02-05 4 epr ENTERTAINMENT PROPERTIES TRUST
Common Shares of Beneficial Interest
D - Sale to Issuer -35,000 391,921 -8.20 35.30 -1,235,500 13,834,811
2010-02-09 2010-02-05 4 epr ENTERTAINMENT PROPERTIES TRUST
Common Shares of Beneficial Interest
J - Other 0 1,628 0.00
2010-01-05 2010-01-01 4 epr ENTERTAINMENT PROPERTIES TRUST
Option to Purchase Common Shares of Beneficial Interest
J - Other 0 675,174 0.00
2010-01-05 2010-01-01 4 epr ENTERTAINMENT PROPERTIES TRUST
Common Shares of Beneficial Interest
F - Taxes -25,984 426,921 -5.74 35.27 -916,456 15,057,504
2010-01-05 2010-01-01 4 epr ENTERTAINMENT PROPERTIES TRUST
Common Shares of Beneficial Interest
J - Other 0 1,628 0.00
2009-12-23 2009-12-23 4 epr ENTERTAINMENT PROPERTIES TRUST
Option to Purchase Common Shares of Beneficial Interest
J - Other 0 675,174 0.00
2009-12-23 2009-12-23 4 epr ENTERTAINMENT PROPERTIES TRUST
Common Shares of Beneficial Interest
S - Sale -10,000 452,905 -2.16 35.42 -354,243 16,043,843
2009-12-23 2009-12-23 4 epr ENTERTAINMENT PROPERTIES TRUST
Common Shares of Beneficial Interest
J - Other 0 1,628 0.00
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)