undamentalytics Newsletter

Invesco Mortgage Capital Inc. insider trading

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

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Invesco Mortgage Capital Inc. insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Invesco Mortgage Capital Inc.’s insiders pay?

From March 4, 2010 to May 7, 2026, 19 insiders reported 95 open-market purchases and 6 sales not made under a pre-set plan in Invesco Mortgage Capital Inc. Twelve months after each purchase was reported, the shares were −9.3% against the S&P 500 on average (median −3.4%), over 89 purchases with a full year of prices; 40% beat the index. After sales, the shares moved −59.9% 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 5, 2010 into $5,451 by November 2, 2026, −3.6% a year. It held shares 69% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $50,626 (+10.2% a year), and held throughout $88,942 (+14.0%).

$0$25.0k$50.0k$75.0k 201020122014201620182020202220242026 $88.9k$50.6k$5.5k
Copying Invesco Mortgage Capital Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Invesco Mortgage Capital Inc.'s insiders from March 5, 2010, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 69% of the time.
Invesco Mortgage Capital Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
King Richard J. President & CEO 25 −0.8% (25) 48% 0 — August 26, 2016
Anzalone John CEO 22 +0.1% (21) 48% 0 — May 11, 2022
Kuster Robson Chief Operating Officer 10 −2.6% (10) 30% 0 — August 26, 2016
Phegley Richard Lee JR. Chief Financial Officer 9 −11.7% (8) 50% 0 — May 12, 2022
Day John Director 4 −17.4% (4) 0% 2 −84.0% (1) August 18, 2021
Lyle David B Chief Operating Officer 5 −39.1% (5) 20% 0 — February 28, 2020
Collins Kevin M President 4 −43.3% (2) 0% 0 — May 10, 2022
Ramon Donald R CFO 4 +9.0% (4) 75% 0 — March 7, 2012
Norris Brian CIO 3 −62.4% (3) 0% 0 — February 28, 2020
Lientz James R Jr Director 0 — — 2 −35.9% (1) December 12, 2022
Lockhart Dennis P Director 1 +8.0% (1) 100% 1 — November 18, 2020
Marshall Jason Chief Investment Officer 2 +3.0% (2) 50% 0 — February 26, 2018
Balloun James S Director 1 −9.0% (1) 0% 0 — June 10, 2011
Clemente Mario Other 1 −97.4% (1) 0% 0 — August 19, 2019
Fleshman Robert L Director 0 — — 1 — November 12, 2025
Gregson Mark William Chief Financial Officer 1 — — 0 — May 7, 2026
Hardin Edward J Director 1 −100.6% (1) 0% 0 — August 23, 2019
Kelley Karen Dunn Director 1 +3.6% (1) 100% 0 — August 10, 2011
Zayicek Beth Director 1 — — 0 — December 10, 2021

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 Invesco Mortgage Capital Inc.

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Invesco Mortgage Capital 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 10 buying crowds with six months of prices, it averaged −5.1% against the index. 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
May 31, 20193 buying−5.9%−4.4%−92.5%
March 29, 20183 buying−3.4%−10.3%−2.1%
December 30, 20162 buying+2.4%+11.4%+10.6%
August 31, 20164 buying−4.8%−8.4%+3.3%
May 31, 20162 buying+6.7%+3.1%+7.4%
August 31, 20152 buying−4.5%−9.0%+17.5%
March 31, 20142 buying+3.3%−3.5%−6.7%
May 31, 20132 buying−14.6%−25.3%−12.5%
May 31, 20112 buying−9.3%−16.4%−4.8%
April 30, 20102 buying+8.8%+12.1%+13.0%

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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