Broad Street Realty, Inc.
US ˙ OTCPK

Introduction

This page provides a comprehensive analysis of the known insider trading history of Michael Z Jacoby. 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 Michael Z Jacoby has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:BRST / Broad Street Realty, Inc. Chief Executive Officer, Director 3,675,303
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Michael Z Jacoby. 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 BRST / Broad Street Realty, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in BRST / Broad Street Realty, 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 (%)
2024-09-17 BRST Jacoby Michael Z 13,750 0.2300 13,750 0.2300 3,162 730
2024-08-23 BRST Jacoby Michael Z 22,510 0.1800 22,510 0.1800 4,052
2024-08-20 BRST Jacoby Michael Z 1,000 0.2400 1,000 0.2400 240
2024-08-16 BRST Jacoby Michael Z 36,000 0.1300 36,000 0.1300 4,680
2024-08-16 BRST Jacoby Michael Z 17,500 0.1200 17,500 0.1200 2,100
2023-12-29 BRST Jacoby Michael Z 2,500 0.9000 2,500 0.9000 2,250
2023-12-28 BRST Jacoby Michael Z 6,500 0.9600 6,500 0.9600 6,240
2023-12-15 BRST Jacoby Michael Z 6,001 0.8100 6,001 0.8100 4,861
2023-09-26 BRST Jacoby Michael Z 4,926 1.1500 4,926 1.1500 5,665
2023-09-14 BRST Jacoby Michael Z 5,298 1.1500 5,298 1.1500 6,093
2023-09-13 BRST Jacoby Michael Z 2,500 1.0800 2,500 1.0800 2,700
2023-08-24 BRST Jacoby Michael Z 900 1.3300 900 1.3300 1,197
2023-08-23 BRST Jacoby Michael Z 2,975 1.0000 2,975 1.0000 2,975
2023-08-23 BRST Jacoby Michael Z 7,000 1.0700 7,000 1.0700 7,490
2023-08-21 BRST Jacoby Michael Z 1,000 1.0000 1,000 1.0000 1,000
2023-08-17 BRST Jacoby Michael Z 4,000 0.7400 4,000 0.7400 2,960
2023-06-29 BRST Jacoby Michael Z 3,000 0.8900 3,000 0.8900 2,670
2023-06-26 BRST Jacoby Michael Z 10,000 0.7000 10,000 0.7000 7,000
2023-06-12 BRST Jacoby Michael Z 6,650 0.8100 6,650 0.8100 5,386
2023-06-07 BRST Jacoby Michael Z 6,500 0.7200 6,500 0.7200 4,680
2022-12-30 BRST Jacoby Michael Z 4,500 1.3700 4,500 1.3700 6,165
2022-12-29 BRST Jacoby Michael Z 3,000 1.2500 3,000 1.2500 3,750
2022-12-16 BRST Jacoby Michael Z 3,050 1.4200 3,050 1.4200 4,331
2022-12-14 BRST Jacoby Michael Z 500 1.3000 500 1.3000 650
2022-12-12 BRST Jacoby Michael Z 7,700 1.2900 7,700 1.2900 9,933
2022-12-01 BRST Jacoby Michael Z 4,066 1.1000 4,066 1.1000 4,473
2022-11-30 BRST Jacoby Michael Z 5,800 1.0100 5,800 1.0100 5,858
2022-11-29 BRST Jacoby Michael Z 7,425 0.8100 7,425 0.8100 6,014
2021-12-30 BRST Jacoby Michael Z 2,100 2.7100 2,100 2.7100 5,691
2021-12-29 BRST Jacoby Michael Z 1,000 2.7500 1,000 2.7500 2,750
2021-12-28 BRST Jacoby Michael Z 1,000 2.7700 1,000 2.7700 2,770
2021-12-23 BRST Jacoby Michael Z 4,000 2.7600 4,000 2.7600 11,040
2021-12-10 BRST Jacoby Michael Z 3,000 2.7600 3,000 2.7600 8,280
2021-12-09 BRST Jacoby Michael Z 2,100 2.7800 2,100 2.7800 5,838
2021-12-08 BRST Jacoby Michael Z 15,000 2.6400 15,000 2.6400 39,600
2021-12-07 BRST Jacoby Michael Z 500 2.4100 500 2.4100 1,205
2021-12-06 BRST Jacoby Michael Z 7,000 2.4100 7,000 2.4100 16,870
2021-12-01 BRST Jacoby Michael Z 1,900 2.4100 1,900 2.4100 4,579
2021-11-29 BRST Jacoby Michael Z 7,900 2.4800 7,900 2.4800 19,592
2021-11-26 BRST Jacoby Michael Z 600 2.4100 600 2.4100 1,446
2021-11-23 BRST Jacoby Michael Z 4,600 2.4100 4,600 2.4100 11,086
2021-09-30 BRST Jacoby Michael Z 5,750 2.6200 5,750 2.6200 15,065
2021-09-27 BRST Jacoby Michael Z 13,240 2.4200 13,240 2.4200 32,041
2021-08-31 BRST Jacoby Michael Z 3,300 2.3700 3,300 2.3700 7,821
2021-08-24 BRST Jacoby Michael Z 2,200 2.3000 2,200 2.3000 5,060
2021-06-30 BRST Jacoby Michael Z 500 4.0500 500 4.0500 2,025
2021-06-29 BRST Jacoby Michael Z 100 3.5000 100 3.5000 350
2021-06-28 BRST Jacoby Michael Z 100 3.5000 100 3.5000 350
2021-06-25 BRST Jacoby Michael Z 100 4.0000 100 4.0000 400
2021-06-24 BRST Jacoby Michael Z 200 5.0000 200 5.0000 1,000
2021-06-24 BRST Jacoby Michael Z 2,000 2.9700 2,000 2.9700 5,940
2021-06-24 BRST Jacoby Michael Z 200 2.6000 200 2.6000 520
2021-06-09 BRST Jacoby Michael Z 200 3.0000 200 3.0000 600
2021-06-09 BRST Jacoby Michael Z 200 3.0000 200 3.0000 600
2021-06-08 BRST Jacoby Michael Z 1,600 2.2500 1,600 2.2500 3,600
2021-06-08 BRST Jacoby Michael Z 300 3.2500 300 3.2500 975

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

BRST / Broad Street Realty, Inc. Insider Trades
Insider Sales BRST / Broad Street Realty, Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in BRST / Broad Street Realty, 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.

BRST / Broad Street Realty, Inc. Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by Michael Z Jacoby 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
2024-09-19 2024-09-17 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 13,750 3,675,303 0.38 0.23 3,162 845,320
2024-08-26 2024-08-23 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 22,510 3,661,553 0.62 0.18 4,052 659,080
2024-08-22 2024-08-20 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 1,000 3,639,043 0.03 0.24 240 873,370
2024-08-20 2024-08-16 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 17,500 57,125 44.16 0.12 2,100 6,855
2024-08-20 2024-08-16 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 36,000 3,638,043 1.00 0.13 4,680 472,946
2024-04-22 2024-04-18 4 BRST Broad Street Realty, Inc.
Common Stock
A - Award 375,000 3,602,043 11.62
2024-01-02 2023-12-29 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 2,500 39,625 6.73 0.90 2,250 35,662
2024-01-02 2023-12-28 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 6,500 37,125 21.22 0.96 6,240 35,640
2023-12-18 2023-12-15 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 6,001 30,625 24.37 0.81 4,861 24,806
2023-09-27 2023-09-26 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 4,926 24,624 25.01 1.15 5,665 28,318
2023-09-14 2023-09-14 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 5,298 19,698 36.79 1.15 6,093 22,653
2023-09-14 2023-09-13 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 2,500 14,400 21.01 1.08 2,700 15,552
2023-08-25 2023-08-24 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 900 11,900 8.18 1.33 1,197 15,827
2023-08-25 2023-08-23 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 7,000 11,000 175.00 1.07 7,490 11,770
2023-08-25 2023-08-23 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 2,975 3,227,043 0.09 1.00 2,975 3,227,043
2023-08-23 2023-08-21 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 1,000 4,000 33.33 1.00 1,000 4,000
2023-08-21 2023-08-17 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 4,000 3,224,068 0.12 0.74 2,960 2,385,810
2023-07-03 2023-06-29 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 3,000 3,000 0.89 2,670 2,670
2023-06-28 2023-06-26 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 10,000 3,220,068 0.31 0.70 7,000 2,254,048
2023-06-14 2023-06-12 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 6,650 3,210,068 0.21 0.81 5,386 2,600,155
2023-06-08 2023-06-07 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 6,500 3,203,418 0.20 0.72 4,680 2,306,461
2023-04-05 2023-04-03 4 BRST Broad Street Realty, Inc.
Common Stock
A - Award 254,839 3,196,918 8.66
2023-04-05 2023-04-03 4 BRST Broad Street Realty, Inc.
Common Stock
A - Award 193,548 2,942,079 7.04
2023-01-03 2022-12-30 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 4,500 2,748,531 0.16 1.37 6,165 3,765,487
2022-12-30 2022-12-29 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 3,000 2,744,031 0.11 1.25 3,750 3,430,039
2022-12-20 2022-12-16 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 3,050 2,741,031 0.11 1.42 4,331 3,892,264
2022-12-15 2022-12-14 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 500 2,737,981 0.02 1.30 650 3,559,375
2022-12-14 2022-12-12 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 7,700 2,737,481 0.28 1.29 9,933 3,531,350
2022-12-14 2022-11-30 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 5,800 2,729,781 0.21 1.01 5,858 2,757,079
2022-12-05 2022-12-01 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 4,066 2,723,981 0.15 1.10 4,473 2,996,379
2022-12-01 2022-11-29 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 7,425 2,719,915 0.27 0.81 6,014 2,203,131
2022-04-04 2022-04-01 4 BRST Broad Street Realty, Inc.
Common Stock
A - Award 54,545 2,712,490 2.05
2022-01-03 2021-12-30 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 2,100 2,657,945 0.08 2.71 5,691 7,203,031
2021-12-30 2021-12-29 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 1,000 2,655,845 0.04 2.75 2,750 7,303,574
2021-12-30 2021-12-28 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 1,000 2,654,845 0.04 2.77 2,770 7,353,921
2021-12-27 2021-12-23 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 4,000 2,653,845 0.15 2.76 11,040 7,324,612
2021-12-14 2021-12-10 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 3,000 2,649,845 0.11 2.76 8,280 7,313,572
2021-12-10 2021-12-09 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 2,100 2,646,845 0.08 2.78 5,838 7,358,229
2021-12-08 2021-12-08 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 15,000 2,644,745 0.57 2.64 39,600 6,982,127
2021-12-08 2021-12-07 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 500 2,629,745 0.02 2.41 1,205 6,337,685
2021-12-08 2021-12-06 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 7,000 2,629,245 0.27 2.41 16,870 6,336,480
2021-12-02 2021-12-01 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 1,900 2,622,245 0.07 2.41 4,579 6,319,610
2021-11-29 2021-11-29 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 7,900 2,620,345 0.30 2.48 19,592 6,498,456
2021-11-29 2021-11-26 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 600 2,612,445 0.02 2.41 1,446 6,295,992
2021-11-24 2021-11-23 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 4,600 2,611,845 0.18 2.41 11,086 6,294,546
2021-10-08 2021-10-06 4 BRST Broad Street Realty, Inc.
Common Stock
A - Award 166,700 2,607,245 6.83
2021-10-05 2021-10-01 4 BRST Broad Street Realty, Inc.
Performance Rights
A - Award 2,267,442 2,267,442
2021-10-05 2021-10-01 4 BRST Broad Street Realty, Inc.
Common Stock
A - Award 43,605 2,440,545 1.82
2021-10-04 2021-09-30 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 5,750 2,396,940 0.24 2.62 15,065 6,279,983
2021-09-29 2021-09-27 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 13,240 2,391,190 0.56 2.42 32,041 5,786,680
2021-09-02 2021-08-31 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 3,300 2,377,950 0.14 2.37 7,821 5,635,742
2021-08-26 2021-08-24 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 2,200 2,374,650 0.09 2.30 5,060 5,461,695
2021-07-01 2021-06-30 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 500 2,372,450 0.02 4.05 2,025 9,608,422
2021-07-01 2021-06-29 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 100 2,371,950 0.00 3.50 350 8,301,825
2021-07-01 2021-06-28 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 100 2,371,850 0.00 3.50 350 8,301,475
2021-06-28 2021-06-25 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 100 2,371,750 0.00 4.00 400 9,487,000
2021-06-28 2021-06-24 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 200 2,371,650 0.01 2.60 520 6,166,290
2021-06-28 2021-06-24 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 2,000 2,371,450 0.08 2.97 5,940 7,043,206
2021-06-28 2021-06-24 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 200 2,369,450 0.01 5.00 1,000 11,847,250
2021-06-28 2021-06-09 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 200 2,369,250 0.01 3.00 600 7,107,750
2021-06-09 2021-06-09 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 200 2,369,050 0.01 3.00 600 7,107,150
2021-06-09 2021-06-08 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 300 2,368,850 0.01 3.25 975 7,698,762
2021-06-09 2021-06-08 4 BRST Broad Street Realty, Inc.
Common Stock
P - Purchase 1,600 2,368,550 0.07 2.25 3,600 5,329,238
2021-06-08 2021-06-04 4 BRST Broad Street Realty, Inc.
Common Stock
A - Award 216,458 2,366,950 10.07
2021-05-28 2021-05-26 4 BRST Broad Street Realty, Inc.
Common Stock
A - Award 6,813 2,150,492 0.32
2021-05-25 2021-05-21 4 BRST Broad Street Realty, Inc.
Common Stock
A - Award 139,533 2,143,679 6.96
2020-07-07 2020-07-02 4 BRST Broad Street Realty, Inc.
Common Stock
A - Award 86,451 2,004,146 4.51
2019-12-31 2019-12-31 4 BRST Broad Street Realty, Inc.
Common Stock
A - Award 272,119 1,917,695 16.54
2019-12-31 2019-12-27 4 BRST Broad Street Realty, Inc.
OP Units
A - Award 856,805 856,805
2019-12-31 2019-12-27 4 BRST Broad Street Realty, Inc.
Common Stock
A - Award 1,645,576 1,645,576
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)