BKD Insider Trading
Brookdale Senior Living Inc. | Services-Nursing & Personal Care Facilities
Comprehensive Trading Performance Summary
The investment history of corporate insiders at Brookdale Senior Living Inc. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Services-Nursing & Personal Care Facilities sector.
Transactions on Chart
Open Full Chart| Filing Date | Trade Date | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|
| 2008-09-04 02:36 | 2008-08-29 | Fortress Investment Group LLC | 10% owner | SELL | $22.22 | 63,700 | $1,415,573 | 61,300 | -51.0% |
| 2008-09-03 03:08 | 2008-08-28 | Schulte Mark J | Director | SELL | $21.40 | 25,000 | $535,055 | 598,615 | -4.0% |
| 2008-09-03 02:46 | 2008-08-28 | Ferge Kristin A | Officer - Executive Vice President | SELL | $21.72 | 4,800 | $104,272 | 122,969 | -3.8% |
| 2008-08-30 04:55 | 2008-08-29 | EDENS WESLEY R | Director, 10% owner | SELL | $22.16 | 61,300 | $1,358,506 | 0 | -100.0% |
| 2008-08-30 04:55 | 2008-08-29 | EDENS WESLEY R | Director, 10% owner | SELL | $22.22 | 63,700 | $1,415,573 | 61,300 | -51.0% |
| 2008-08-22 02:12 | 2008-08-19 | BUMSTEAD FRANK M | Director | BUY | $19.93 | 8,000 | $159,450 | 32,812 | +32.2% |
| 2008-08-14 01:54 | 2008-08-11 | Rijos John P | Officer - Co-President and COO | SELL | $21.18 | 24,398 | $516,703 | 470,720 | -4.9% |
| 2008-06-18 02:54 | 2008-06-13 | Schulte Mark J | Director | SELL | $24.64 | 2,500 | $61,592 | 623,017 | -0.4% |
| 2008-06-03 01:08 | 2008-05-30 | Waxman Samuel | Director | BUY | $26.36 | 5,841 | $153,969 | 10,889 | +115.7% |
| 2008-06-03 01:08 | 2008-05-30 | Waxman Samuel | Director | SELL | $26.36 | 5,841 | $153,969 | 22,940 | -20.3% |
| 2008-05-23 03:26 | 2008-05-21 | BUMSTEAD FRANK M | Director | BUY | $26.20 | 5,000 | $130,994 | 24,214 | +26.0% |
| 2008-03-13 03:27 | 2008-03-10 | Ferge Kristin A | Officer - Executive Vice President | SELL | $24.29 | 289 | $7,020 | 117,421 | -0.2% |
| 2008-03-13 03:22 | 2008-03-10 | Rijos John P | Officer - Co-President and COO | SELL | $24.29 | 319 | $7,749 | 455,118 | -0.1% |
| 2008-03-13 03:17 | 2008-03-10 | Ohlendorf Mark W | Officer - Co-President and CFO | SELL | $24.29 | 768 | $18,655 | 320,073 | -0.2% |
| 2008-03-07 02:56 | 2008-03-04 | Schulte Mark J | Director | SELL | $24.64 | 88,643 | $2,184,013 | 625,517 | -12.4% |
| 2008-01-09 03:57 | 2008-01-04 | Smith Thomas Andrew | Officer - EVP, General Counsel & Sec. | SELL | $27.11 | 9,590 | $260,027 | 114,529 | -7.7% |
| 2008-01-09 03:56 | 2008-01-04 | RICHARDSON BRYAN D | Officer - Executive Vice President | SELL | $27.14 | 2,304 | $62,522 | 110,243 | -2.0% |
| 2008-01-09 03:41 | 2008-01-04 | HICKS GEORGE T | Officer - Executive Vice President | SELL | $27.12 | 2,210 | $59,935 | 113,951 | -1.9% |
| 2008-01-09 03:44 | 2008-01-04 | KAESTNER H TODD | Officer - Executive Vice President | SELL | $27.18 | 2,094 | $56,912 | 111,487 | -1.8% |
| 2008-01-09 03:54 | 2008-01-04 | RICHARD GREGORY B | Officer - Executive Vice President | SELL | $27.14 | 1,818 | $49,340 | 81,369 | -2.2% |
| 2008-01-03 02:52 | 2007-12-31 | CLEGG JACKIE M | Director | SELL | $28.32 | 2,737 | $77,512 | 9,308 | -22.7% |
| 2007-12-04 03:26 | 2007-11-29 | CLEGG JACKIE M | Director | SELL | $31.74 | 1,977 | $62,754 | 12,226 | -13.9% |
| 2007-11-29 05:54 | 2007-11-27 | SHERIFF W E | Officer - Co-Chief Executive Officer | BUY | $28.89 | 4,400 | $127,136 | 75,600 | +6.2% |
| 2007-11-29 05:52 | 2007-11-27 | SHERIFF W E | Officer - Co-Chief Executive Officer | BUY | $28.70 | 51,700 | $1,483,893 | 71,200 | +265.1% |
| 2007-11-29 05:17 | 2007-11-26 | SHERIFF W E | Officer - Co-Chief Executive Officer | BUY | $28.47 | 20,300 | $578,028 | 19,500 | +100.0% |
| 2007-11-21 03:19 | 2007-11-19 | BUMSTEAD FRANK M | Director | BUY | $28.02 | 5,000 | $140,085 | 18,636 | +36.7% |
| 2007-09-20 02:01 | 2007-09-17 | Kultgen Mark | Officer - Executive Vice President | SELL | $39.17 | 3,100 | $121,440 | 39,413 | -7.3% |
| 2007-08-29 03:12 | 2007-08-27 | EDWARDS JEFFREY G | Director | BUY | $36.60 | 11,600 | $424,546 | 2,750,000 | +0.4% |
| 2007-08-29 03:09 | 2007-08-24 | EDWARDS JEFFREY G | Director | BUY | $36.46 | 114,000 | $4,156,714 | 2,738,400 | +4.3% |
| 2007-08-29 03:04 | 2007-08-24 | EDWARDS JEFFREY G | Director | BUY | $36.46 | 124,400 | $4,535,089 | 2,624,400 | +5.0% |
| 2007-08-25 04:19 | 2007-08-23 | EDWARDS JEFFREY G | Director | BUY | $37.31 | 259,008 | $9,664,832 | 2,500,000 | +11.6% |
| 2007-08-25 04:17 | 2007-08-22 | EDWARDS JEFFREY G | Director | BUY | $37.03 | 107,392 | $3,976,543 | 2,240,992 | +5.0% |
| 2007-08-25 04:14 | 2007-08-22 | EDWARDS JEFFREY G | Director | BUY | $36.61 | 135,200 | $4,949,821 | 2,133,600 | +6.8% |
| 2007-08-25 04:12 | 2007-08-22 | EDWARDS JEFFREY G | Director | BUY | $36.42 | 448,400 | $16,332,656 | 1,998,400 | +28.9% |
| 2007-08-24 04:02 | 2007-08-21 | EDWARDS JEFFREY G | Director | BUY | $35.08 | 50,000 | $1,754,245 | 1,550,000 | +3.3% |
| 2007-06-01 04:11 | 2007-05-31 | Waxman Samuel | Director | BUY | $47.29 | 5,048 | $238,721 | 5,048 | +100.0% |
| 2007-06-01 04:54 | 2007-05-30 | EDWARDS JEFFREY G | Director | BUY | $46.42 | 300,000 | $13,926,480 | 1,500,000 | +25.0% |
| 2007-05-31 03:28 | 2007-05-25 | CLEGG JACKIE M | Director | SELL | $45.04 | 2,701 | $121,652 | 13,859 | -16.3% |
| 2007-05-25 04:50 | 2007-05-24 | EDENS WESLEY R | Director, Other | BUY | $44.94 | 100,000 | $4,493,870 | 279,500 | +55.7% |
| 2007-05-24 03:40 | 2007-05-23 | EDWARDS JEFFREY G | Director | BUY | $44.43 | 600,000 | $26,659,500 | 1,200,000 | +100.0% |
| 2007-05-24 04:50 | 2007-05-21 | EDENS WESLEY R | Director, Other | BUY | $43.05 | 130,300 | $5,609,415 | 179,500 | +264.8% |
| 2007-05-23 03:13 | 2007-05-21 | Doniger William | Director | BUY | $42.40 | 3,600 | $152,646 | 9,100 | +65.5% |
| 2007-05-23 02:30 | 2007-05-21 | Waxman Samuel | Director | SELL | $42.53 | 5,624 | $239,163 | 27,859 | -16.8% |
| 2007-05-17 03:30 | 2007-05-15 | Ferge Kristin A | Officer - Executive Vice President | SELL | $44.31 | 5,000 | $221,562 | 111,197 | -4.3% |
| 2006-07-28 01:16 | 2006-07-25 | Fortress Investment Holdings LLC | 10% owner | BUY | $36.93 | 17,600,867 | $650,000,018 | 17,600,867 | +100.0% |
| 2006-07-28 01:11 | 2006-07-25 | EDENS WESLEY R | Director, Other | BUY | $36.93 | 17,600,867 | $650,000,018 | 17,600,867 | +100.0% |
| 2006-07-26 00:18 | 2006-07-25 | Schulte Mark J | Officer - Chief Executive Officer | BUY | $39.50 | 5,000 | $197,500 | 710,829 | +0.7% |
| 2006-07-26 00:16 | 2006-07-25 | Paskin Deborah C | Officer - Exec. V.P., Secretary and G.C. | BUY | $39.50 | 4,000 | $158,000 | 199,479 | +2.0% |
| 2006-07-26 00:16 | 2006-07-25 | EDWARDS JEFFREY G | Director | BUY | $39.50 | 112,500 | $4,443,750 | 600,000 | +23.1% |
| 2006-07-25 02:26 | 2006-07-20 | EDWARDS JEFFREY G | Director | BUY | $42.05 | 7,500 | $315,375 | 487,500 | +1.6% |
How to Interpret $BKD Trades
Not every insider transaction in Brookdale Senior Living Inc. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $BKD shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.
Data Source & Accuracy for BKD
Insider activity data for Brookdale Senior Living Inc. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $BKD, allowing you to follow the capital of those with the most intimate knowledge of the company.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.