Brookdale Senior Living Inc.
US ˙ NYSE ˙ US1124631045

Introduction

This page provides a comprehensive analysis of the known insider trading history of W E Sheriff. 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 W E Sheriff has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:BKD / Brookdale Senior Living Inc. Director 424,141
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by W E Sheriff. 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 BKD / Brookdale Senior Living Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in BKD / Brookdale Senior Living 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 (%)
2007-11-27 BKD SHERIFF W E 500 28.2800 500 28.2800 14,140 13 35.16 3,440 24.33
2007-11-27 BKD SHERIFF W E 200 28.2900 200 28.2900 5,658
2007-11-27 BKD SHERIFF W E 200 28.3400 200 28.3400 5,668
2007-11-27 BKD SHERIFF W E 200 28.3500 200 28.3500 5,670
2007-11-27 BKD SHERIFF W E 200 28.3600 200 28.3600 5,672
2007-11-27 BKD SHERIFF W E 700 28.3700 700 28.3700 19,859
2007-11-27 BKD SHERIFF W E 200 28.3800 200 28.3800 5,676
2007-11-27 BKD SHERIFF W E 200 28.3900 200 28.3900 5,678
2007-11-27 BKD SHERIFF W E 400 28.4000 400 28.4000 11,360
2007-11-27 BKD SHERIFF W E 100 28.4100 100 28.4100 2,841
2007-11-27 BKD SHERIFF W E 2,000 28.4200 2,000 28.4200 56,840
2007-11-27 BKD SHERIFF W E 700 28.4400 700 28.4400 19,908
2007-11-27 BKD SHERIFF W E 600 28.4500 600 28.4500 17,070
2007-11-27 BKD SHERIFF W E 2,000 28.4600 2,000 28.4600 56,920
2007-11-27 BKD SHERIFF W E 600 28.4700 600 28.4700 17,082
2007-11-27 BKD SHERIFF W E 100 28.4800 100 28.4800 2,848
2007-11-27 BKD SHERIFF W E 1,200 28.4900 1,200 28.4900 34,188
2007-11-27 BKD SHERIFF W E 1,800 28.5000 1,800 28.5000 51,300
2007-11-27 BKD SHERIFF W E 100 28.5100 100 28.5100 2,851
2007-11-27 BKD SHERIFF W E 1,300 28.5200 1,300 28.5200 37,076
2007-11-26 BKD SHERIFF W E 200 28.4800 200 28.4800 5,696
2007-11-26 BKD SHERIFF W E 1,200 28.4900 1,200 28.4900 34,188
2007-11-26 BKD SHERIFF W E 300 28.5000 300 28.5000 8,550
2007-11-26 BKD SHERIFF W E 300 28.5100 300 28.5100 8,553
2007-11-26 BKD SHERIFF W E 300 28.5200 300 28.5200 8,556
2007-11-26 BKD SHERIFF W E 300 28.5300 300 28.5300 8,559
2007-11-26 BKD SHERIFF W E 2,000 28.5400 2,000 28.5400 57,080
2007-11-26 BKD SHERIFF W E 400 28.5500 400 28.5500 11,420
2007-11-26 BKD SHERIFF W E 1,800 28.5600 1,800 28.5600 51,408
2007-11-26 BKD SHERIFF W E 200 28.5700 200 28.5700 5,714

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

BKD / Brookdale Senior Living Inc. Insider Trades
Insider Sales BKD / Brookdale Senior Living Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in BKD / Brookdale Senior Living 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 (%)
2013-08-23 BKD SHERIFF W E 29,814 25.8759 29,814 25.8759 771,464 12 24.9600 -27,307 -3.54
2013-08-22 BKD SHERIFF W E 30,236 26.1633 30,236 26.1633 791,074
2013-08-20 BKD SHERIFF W E 93,000 26.8182 93,000 26.8182 2,494,093
2013-08-20 BKD SHERIFF W E 7,000 26.8182 7,000 26.8182 187,727
2013-08-19 BKD SHERIFF W E 100,000 26.8476 100,000 26.8476 2,684,760

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

BKD / Brookdale Senior Living Inc. Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by W E Sheriff 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
2013-08-26 2013-08-23 4 BKD Brookdale Senior Living Inc.
Common Stock
S - Sale -29,814 424,141 -6.57 25.88 -771,464 10,975,030
2013-08-26 2013-08-22 4 BKD Brookdale Senior Living Inc.
Common Stock
S - Sale -30,236 453,955 -6.24 26.16 -791,074 11,876,961
2013-08-26 2013-08-22 4 BKD Brookdale Senior Living Inc.
Common Stock
S - Sale X -39,950 484,191 -7.62 26.09 -1,042,228 12,631,720
2013-08-20 2013-08-20 4 BKD Brookdale Senior Living Inc.
Common Stock
S - Sale -7,000 22,000 -24.14 26.82 -187,727 590,000
2013-08-20 2013-08-20 4 BKD Brookdale Senior Living Inc.
Common Stock
G - Gift -42,000 524,141 -7.42
2013-08-20 2013-08-20 4 BKD Brookdale Senior Living Inc.
Common Stock
S - Sale -93,000 566,141 -14.11 26.82 -2,494,093 15,182,883
2013-08-20 2013-08-19 4 BKD Brookdale Senior Living Inc.
Common Stock
S - Sale -100,000 659,141 -13.17 26.85 -2,684,760 17,696,354
2012-12-18 2012-12-17 4 BKD Brookdale Senior Living Inc.
Common Stock
S - Sale X -32,307 759,141 -4.08 24.83 -802,183 18,849,471
2012-05-22 2012-05-22 4 BKD Brookdale Senior Living Inc.
Common Stock
S - Sale X -3,314 791,448 -0.42 16.58 -54,952 13,123,553
2012-05-22 2012-05-20 4 BKD Brookdale Senior Living Inc.
Common Stock
D - Sale to Issuer -12,500 794,762 -1.55
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 1,300 19,500 7.14 28.52 37,076 556,140
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 100 18,200 0.55 28.51 2,851 518,882
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 1,800 18,100 11.04 28.50 51,300 515,850
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 1,200 16,300 7.95 28.49 34,188 464,387
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 100 15,100 0.67 28.48 2,848 430,048
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 600 15,000 4.17 28.47 17,082 427,050
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 2,000 14,400 16.13 28.46 56,920 409,824
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 600 12,400 5.08 28.45 17,070 352,780
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 700 11,800 6.31 28.44 19,908 335,592
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 2,000 11,100 21.98 28.42 56,840 315,462
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 100 9,100 1.11 28.41 2,841 258,531
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 400 9,000 4.65 28.40 11,360 255,600
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 200 8,600 2.38 28.39 5,678 244,154
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 200 8,400 2.44 28.38 5,676 238,392
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 700 8,200 9.33 28.37 19,859 232,634
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 200 7,500 2.74 28.36 5,672 212,700
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 200 7,300 2.82 28.35 5,670 206,955
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 200 7,100 2.90 28.34 5,668 201,214
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 200 6,900 2.99 28.29 5,658 195,201
2007-11-28 2007-11-27 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 500 6,700 8.06 28.28 14,140 189,476
2007-11-28 2007-11-26 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 200 7,000 2.94 28.57 5,714 199,990
2007-11-28 2007-11-26 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 1,800 6,800 36.00 28.56 51,408 194,208
2007-11-28 2007-11-26 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 400 5,000 8.70 28.55 11,420 142,750
2007-11-28 2007-11-26 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 2,000 4,600 76.92 28.54 57,080 131,284
2007-11-28 2007-11-26 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 300 2,600 13.04 28.53 8,559 74,178
2007-11-28 2007-11-26 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 300 2,300 15.00 28.52 8,556 65,596
2007-11-28 2007-11-26 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 300 2,000 17.65 28.51 8,553 57,020
2007-11-28 2007-11-26 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 300 1,700 21.43 28.50 8,550 48,450
2007-11-28 2007-11-26 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 1,200 1,400 600.00 28.49 34,188 39,886
2007-11-28 2007-11-26 4 BKD Brookdale Senior Living Inc.
Common Stock
P - Purchase 200 200 28.48 5,696 5,696
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)