undamentalytics Newsletter

Brookdale Senior Living Inc. insider trading

Every open-market purchase and sale by Brookdale Senior Living Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

No open-market insider trades reported in the last five years.

Does following Brookdale Senior Living Inc.’s insiders pay?

From March 3, 2010 to December 6, 2024, 33 insiders reported 48 open-market purchases and 52 sales not made under a pre-set plan in Brookdale Senior Living Inc. Twelve months after each purchase was reported, the shares were −15.8% against the S&P 500 on average (median −6.2%), over 42 purchases with a full year of prices; 5% beat the index. After sales, the shares moved −10.0% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on March 8, 2010 into $5,160 by November 2, 2026, −3.9% a year. It held shares 51% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $36,751 (+8.1% a year), and held throughout $88,926 (+14.1%).

$0$25.0k$50.0k$75.0k 201020122014201620182020202220242026 $88.9k$36.8k$5.2k
Copying Brookdale Senior Living Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Brookdale Senior Living Inc.'s insiders from March 8, 2010, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 51% of the time.
Brookdale Senior Living Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Bumstead Frank M Director 14 −22.6% (10) 10% 0 — November 17, 2022
Seward James R Director 6 −15.0% (6) 0% 3 −22.3% (3) February 20, 2019
Bromley Marcus E Director 5 −16.0% (5) 0% 3 −21.3% (3) May 17, 2024
Richard Gregory B EVP & Chief Operating Officer 0 — — 7 −8.1% (7) August 12, 2015
Wielansky Lee S Director 6 −15.1% (5) 0% 1 +71.5% (1) December 6, 2024
Ferge Kristin A EVP & Chief Accounting Officer 0 — — 6 −7.5% (6) May 21, 2015
Schulte Mark J Director 0 — — 5 −11.6% (5) August 22, 2014
Baier Lucinda M President and CEO 3 −8.2% (3) 0% 1 −42.5% (1) March 1, 2022
Hicks George T EVP & Treasurer 2 −8.6% (2) 0% 2 −42.7% (2) March 6, 2024
Richardson Bryan D EVP & Chief Admin Officer 1 −4.1% (1) 0% 3 −21.5% (3) February 12, 2016
Edens Wesley R Director 0 — — 3 −1.1% (3) June 2, 2014
Warren Denise Wilder Director 3 −34.0% (2) 0% 0 — March 12, 2020
Clegg Jackie M Director 2 −21.9% (2) 0% 0 — March 4, 2016
Kaestner H Todd Executive Vice President 0 — — 2 −34.9% (2) May 19, 2015
Kauffman Robert I and related entities 10% owner 0 — — 2 −1.0% (2) November 8, 2010
Maul Glenn O. EVP & Chief People Officer 0 — — 2 −36.1% (2) May 19, 2015
Nardone Randal A Director 0 — — 2 +8.6% (2) June 2, 2014
Asher Jordan R Director 0 — — 1 — March 3, 2023
Cobb L. Granger Director 0 — — 1 −18.6% (1) August 14, 2014
Decker Daniel A Director 1 −4.1% (1) 0% 0 — February 12, 2016
Diab Labeed S. Chief Operating Officer 1 −39.6% (1) 0% 0 — March 4, 2016
Fig LLC 10% owner 0 — — 1 −20.4% (1) November 8, 2010
Fortress Investment Group LLC 10% owner 0 — — 1 +18.3% (1) May 19, 2010
Fortress Operating Entity I LP 10% owner 0 — — 1 −1.1% (1) June 2, 2014
Ippolito Tobia Director 1 +23.0% (1) 100% 0 — March 5, 2010
Leeds Jeffrey R Director 1 −4.1% (1) 0% 0 — February 12, 2016
Ohlendorf Mark W President and CFO 0 — — 1 −16.5% (1) August 22, 2014
Patchett Mary Sue Division President 0 — — 1 +15.1% (1) August 30, 2013
Petty William G. JR. Director 1 −4.1% (1) 0% 0 — February 12, 2016
Rijos John P Co-President and COO 0 — — 1 +32.8% (1) February 24, 2012
Schmidt Kari L. Division President 0 — — 1 +15.1% (1) August 30, 2013
Sheriff W E Director 0 — — 1 +5.6% (1) August 20, 2013
Smith Thomas Andrew Chief Executive Officer 1 −4.1% (1) 0% 0 — February 12, 2016

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Brookdale Senior Living Inc.

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Brookdale Senior Living Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 6 buying crowds with six months of prices, it averaged +4.1% against the index. After 6 selling crowds, +3.1%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
February 28, 20195 buying−9.1%+12.8%−11.1%
August 31, 20182 buying−9.2%−32.0%−23.4%
March 29, 20185 buying+35.5%+30.1%−12.4%
November 30, 20163 buying+12.8%+10.2%−30.8%
February 29, 201611 buying+16.1%+3.8%−24.6%
May 29, 20157 selling−21.6%−39.6%−53.9%
June 30, 20143 selling−2.8%+2.2%−3.2%
August 30, 20134 selling+5.4%+19.4%+14.5%
March 30, 20123 selling−2.4%+20.7%+30.6%
August 31, 20112 buying−6.3%−0.5%+17.5%
November 30, 20104 selling+31.3%+17.3%−27.1%
May 28, 20106 selling−20.5%−1.3%+19.4%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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