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.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
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%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest 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 |
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.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| May 31, 2019 | 3 buying | −5.9% | −4.4% | −92.5% |
| March 29, 2018 | 3 buying | −3.4% | −10.3% | −2.1% |
| December 30, 2016 | 2 buying | +2.4% | +11.4% | +10.6% |
| August 31, 2016 | 4 buying | −4.8% | −8.4% | +3.3% |
| May 31, 2016 | 2 buying | +6.7% | +3.1% | +7.4% |
| August 31, 2015 | 2 buying | −4.5% | −9.0% | +17.5% |
| March 31, 2014 | 2 buying | +3.3% | −3.5% | −6.7% |
| May 31, 2013 | 2 buying | −14.6% | −25.3% | −12.5% |
| May 31, 2011 | 2 buying | −9.3% | −16.4% | −4.8% |
| April 30, 2010 | 2 buying | +8.8% | +12.1% | +13.0% |
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