Insider Trades

• API Overview
  • Introduction
  • What you can do with the API
  • URI Formats & Examples
  • Useful API Calls
  • Error Codes
• Resources
  • Description Resource
  • Filter Expressions
  • Notifications
  • Metadata Resource
  • Taxonomy Resource
• Data APIs
  • Companies Metadata
  • Core Financials
  • Full Financials
  • Insider Trades
  • Aggregate Fields
  • Institutional Ownership
• Product Information & Packages
  • Data Packages
  • Concept Groups for Core Financials
  • Rate Limits
• API Version 1 Documentation

Insider Trades

Overview

Insider Filers

Insider Issues

Insider Summary

Insider Transactions

Overview

EDGAR Online’s Insider Data provides extensive coverage of transactions involving U.S. public company insiders. The complete data set provides the insider’s initial holdings disclosure as well as all subsequent buys or sells of the security, providing the data to support aggregate views of buying and selling activity. Filings made by Officers, Directors and significant shareholders (10% owners) through Forms 3, 4 and 5 are the key insider filings contained within this database. There is a rolling 2 year history of data available. Data can be accessed via one of the following four resources: Filers, Issue, Summary and Transactions. This data will support monitoring tools and tracking by individual insider, their relation to the company, date of trade or transaction time, shares traded, share price or shares remaining post-trade.

The Insider Trade Data is available through four resources: Filers, Issue, Summary and Transactions.

Note: To search multiple values, use a parameter separated by a comma. For example: to search filers based on multiple issueids use issueids=xxxxx,xxxxx,xxxx or use a filter parameter; example filter=filingid%20in%20(2578574,xxxxxx,xxxxxx).

Insider Filers

Search Filers based on IssueIds:

https://datafied.api.edgar-online.com/v2/insiders/filers?issueids=539631&appkey={APPKEY}

Search Filers based on IssueNames:

https://datafied.api.edgar-online.com/v2/insiders/filers?issuenames=SOURCE CAPITAL INC /DE/&appkey={APPKEY}

Search Filers based on IssueTickers:

https://datafied.api.edgar-online.com/v2/insiders/filers?issuetickers=msft&appkey={APPKEY}

Search Filers based on IssueCities:

https://datafied.api.edgar-online.com/v2/insiders/filers?issuecities=REDMOND&appkey={APPKEY}

Search Filers based on IssueStates:

https://datafied.api.edgar-online.com/v2/insiders/filers?issuestates=Washington&issuezips=98006&appkey={APPKEY}

Search Filers based on IssueZips:

https://datafied.api.edgar-online.com/v2/insiders/filers?issuezips=98006&appkey={APPKEY}

Search Filers based on FilerIds:

https://datafied.api.edgar-online.com/v2/insiders/filers?filerids=1424&appkey={APPKEY}

Search Filers based on FilerNames:

https://datafied.api.edgar-online.com/v2/insiders/filers?filernames=DEUTSCHE TELEKOM AG&appkey={APPKEY}

Search Filers based on FilerCities:

https://datafied.api.edgar-online.com/v2/insiders/filers?filercities=BELLEVUE&transactiontypes=Disposition (Non Open Market)&appkey={APPKEY}

Search Filers based on FilerStates:

https://datafied.api.edgar-online.com/v2/insiders/filers?filerstates=Washington&issuezips=98006&appkey={APPKEY}

Search Filers based on FilerZips:

https://datafied.api.edgar-online.com/v2/insiders/filers?filerzips=99216&appkey={APPKEY}

Search Filers based on Relationships:

https://datafied.api.edgar-online.com/v2/insiders/filers?relationships=officer&issuezips=98006&appkey={APPKEY}

Search Filers based on TransctionTypes:

https://datafied.api.edgar-online.com/v2/insiders/filers?transactiontypes=Option Execute&issuezips=98006&appkey={APPKEY}

Search Filers based on OwnershipTypes:

https://datafied.api.edgar-online.com/v2/insiders/filers?ownershiptypes=Direct&issuezips=98006&appkey={APPKEY}

Search Filers based on TransctionDates:

https://datafied.api.edgar-online.com/v2/insiders/filers?transactiondates=20140702&appkey={APPKEY}

Search Filers based on InsiderFormTypes:

https://datafied.api.edgar-online.com/v2/insiders/filers?insiderformtypes=Form 4&issuezips=98006&appkey={APPKEY}

Filter Filers based on TransctionPriceFrom:

https://datafied.api.edgar-online.com/v2/insiders/filers?insiderformtypes=Form 4&filter=transactionpricefrom eq 95&appkey={APPKEY}

Filter Filers based on TransctionPriceTo:

https://datafied.api.edgar-online.com/v2/insiders/filers?insiderformtypes=Form 4&filter=transactionpriceto eq 95&appkey={APPKEY}

JSON RESPONSE:

{  
   "result":{  
      "totalrows":1,
      "rows":[  
         {  
            "rownum":1,
            "values":[  
               {  
                  "field":"querydate",
                  "value":"3/4/2015 2:55 AM"
               },
               {  
                  "field":"filerid",
                  "value":204
               },
               {  
                  "field":"filername",
                  "value":"FOREST LABORATORIES, LLC"
               },
               {  
                  "field":"filerstreet1",
                  "value":"909 THIRD AVENUE"
               },
               {  
                  "field":"filerstreet2",
                  "value":null
               },
               {  
                  "field":"filercity",
                  "value":"NEW YORK"
               },
               {  
                  "field":"filerstateid",
                  "value":33
               },
               {  
                  "field":"filerstate",
                  "value":"New York"
               },
               {  
                  "field":"filerzip",
                  "value":"10022"
               },
               {  
                  "field":"filercountryid",
                  "value":1
               },
               {  
                  "field":"filercountry",
                  "value":"United States of America"
               },
               {  
                  "field":"filerphone",
                  "value":null
               },
               {  
                  "field":"transactiontypeid",
                  "value":1
               },
               {  
                  "field":"transactiontype",
                  "value":"Buy"
               },
               {  
                  "field":"ownershiptypeid",
                  "value":0
               },
               {  
                  "field":"ownershiptype",
                  "value":"direct"
               },
               {  
                  "field":"relationship",
                  "value":"Beneficial Owner (10%)"
               },
               {  
                  "field":"transactiondate",
                  "value":"7/2/2014"
               },
               {  
                  "field":"transactionpricefrom",
                  "value":95.0
               },
               {  
                  "field":"transactionpriceto",
                  "value":null
               },
               {  
                  "field":"insiderformtypeid",
                  "value":4
               },
               {  
                  "field":"insiderformtype",
                  "value":"Form 4"
               },
               {  
                  "field":"issueid",
                  "value":1068971
               },
               {  
                  "field":"issuename",
                  "value":null
               },
               {  
                  "field":"issueticker",
                  "value":null
               },
               {  
                  "field":"issuecity",
                  "value":null
               },
               {  
                  "field":"issuestateid",
                  "value":null
               },
               {  
                  "field":"issuestate",
                  "value":null
               },
               {  
                  "field":"issuezip",
                  "value":null
               }
            ]
         }
      ]
   }
}

Insider Issues

Every field can be used with a filter parameter, example:

filter=filingid in (2578574,xxxxxx,xxxxxx)

Search Issues based on IssueIds:

https://datafied.api.edgar-online.com/v2/insiders/issues?issueids=539631&appkey={APPKEY}

Search Issues based on IssueNames:

https://datafied.api.edgar-online.com/v2/insiders/issues?issuenames=SOURCE CAPITAL INC /DE/&appkey={APPKEY}

Search Issues based on IssueTickers:

https://datafied.api.edgar-online.com/v2/insiders/issues?issuetickers=msft&appkey={APPKEY}

Search Issues based on IssueCities:

https://datafied.api.edgar-online.com/v2/insiders/issues?issuecities=REDMOND&appkey={APPKEY}

Search Issues based on IssueStates:

https://datafied.api.edgar-online.com/v2/insiders/issues?issuestates=Washington&issuezips=98006&appkey={APPKEY}

Search Issues based on IssueZips:

https://datafied.api.edgar-online.com/v2/insiders/issues?issuezips=98006&appkey={APPKEY}

Search Issues based on FilerIds:

https://datafied.api.edgar-online.com/v2/insiders/issues?filerids=1424&appkey={APPKEY}

Search Issues based on FilerNames:

https://datafied.api.edgar-online.com/v2/insiders/issues?filernames=DEUTSCHE TELEKOM AG&appkey={APPKEY}

Search Issues based on FilerCities

https://datafied.api.edgar-online.com/v2/insiders/issues?filercities=BELLEVUE&insiderformtypes=Form 4&appkey={APPKEY}

Search Issues based on FilerStates

https://datafied.api.edgar-online.com/v2/insiders/issues?filerstates=Washington&issuezips=98006&appkey={APPKEY}

Search Issues based on FilerZips

https://datafied.api.edgar-online.com/v2/insiders/issues?filerzips=99216&appkey={APPKEY}

Search Issues based on Relationships:

https://datafied.api.edgar-online.com/v2/insiders/issues?relationships=officer&issuezips=98006&appkey={APPKEY}

Search Issues based on TransctionTypes:

https://datafied.api.edgar-online.com/v2/insiders/issues?transactiontypes=Option Execute&issuezips=98006&appkey={APPKEY}

Search Issues based on OwnershipTypes:

https://datafied.api.edgar-online.com/v2/insiders/issues?ownershiptypes=Direct&issuezips=98006&appkey={APPKEY}

Search Issues based on TransctionDates:

https://datafied.api.edgar-online.com/v2/insiders/issues?transactiondates=20140702&appkey={APPKEY}

Search Issues based on InsiderFormTypes:

https://datafied.api.edgar-online.com/v2/insiders/issues?insiderformtypes=Form 4&issuezips=98006&appkey={APPKEY}

Filter Issues based on TransctionPriceFrom:

https://datafied.api.edgar-online.com/v2/insiders/issues?insiderformtypes=Form 4&filter=transactionpricefrom eq 95&appkey={APPKEY}

Filter Issues based on TransctionPriceTo:

https://datafied.api.edgar-online.com/v2/insiders/issues?insiderformtypes=Form 4&filter=transactionpriceto eq 95&appkey={APPKEY}

JSON RESPONSE:

{  
   "result":{  
      "totalrows":1,
      "rows":[  
         {  
            "rownum":1,
            "values":[  
               {  
                  "field":"querydate",
                  "value":"3/4/2015 2:56 AM"
               },
               {  
                  "field":"filerid",
                  "value":395372
               },
               {  
                  "field":"filername",
                  "value":"REES DAVID"
               },
               {  
                  "field":"filercity",
                  "value":"LOS ANGELES"
               },
               {  
                  "field":"filerstateid",
                  "value":5
               },
               {  
                  "field":"filerstate",
                  "value":"California"
               },
               {  
                  "field":"filerzip",
                  "value":"90064"
               },
               {  
                  "field":"filercountryid",
                  "value":1
               },
               {  
                  "field":"filercountry",
                  "value":"United States of America"
               },
               {  
                  "field":"filerphone",
                  "value":null
               },
               {  
                  "field":"transactiontypeid",
                  "value":1
               },
               {  
                  "field":"transactiontype",
                  "value":"Buy"
               },
               {  
                  "field":"ownershiptypeid",
                  "value":1
               },
               {  
                  "field":"ownershiptype",
                  "value":"indirect"
               },
               {  
                  "field":"relationship",
                  "value":"Director"
               },
               {  
                  "field":"transactiondate",
                  "value":"10/21/2013"
               },
               {  
                  "field":"transactionpricefrom",
                  "value":63.758
               },
               {  
                  "field":"transactionpriceto",
                  "value":null
               },
               {  
                  "field":"insiderformtypeid",
                  "value":4
               },
               {  
                  "field":"insiderformtype",
                  "value":"Form 4"
               },
               {  
                  "field":"issueid",
                  "value":539631
               },
               {  
                  "field":"issuename",
                  "value":"SOURCE CAPITAL INC /DE/"
               },
               {  
                  "field":"issueticker",
                  "value":"SOR"
               },
               {  
                  "field":"cusip",
                  "value":"83614410"
               },
               {  
                  "field":"issuestreet1",
                  "value":"11601 WILSHIRE BOULEVARD"
               },
               {  
                  "field":"issuestreet2",
                  "value":"SUITE 1200"
               },
               {  
                  "field":"issuecity",
                  "value":"LOS ANGELES"
               },
               {  
                  "field":"issuestateid",
                  "value":5
               },
               {  
                  "field":"issuestate",
                  "value":"California"
               },
               {  
                  "field":"issuezip",
                  "value":"90025"
               },
               {  
                  "field":"isactive",
                  "value":1
               },
               {  
                  "field":"issuetypeid",
                  "value":1
               },
               {  
                  "field":"issuetype",
                  "value":"Common, Ordinary Stock"
               },
               {  
                  "field":"issuerdescription",
                  "value":null
               },
               {  
                  "field":"exchangeid",
                  "value":1
               },
               {  
                  "field":"exchangename",
                  "value":"NYSE"
               },
               {  
                  "field":"marketoperatorid",
                  "value":1
               },
               {  
                  "field":"marketoperator",
                  "value":"NYSE"
               },
               {  
                  "field":"markettierid",
                  "value":1
               },
               {  
                  "field":"markettier",
                  "value":"NYSE"
               },
               {  
                  "field":"pricedate",
                  "value":"3/2/2015 12:00 AM"
               },
               {  
                  "field":"price",
                  "value":71.1
               },
               {  
                  "field":"issuephone",
                  "value":"310-473-0225"
               }
            ]
         }
      ]
   }
}

Insider Summary

Every field can be used with a filter parameter, example:

filter=issueid in (xxxxxx,xxxxxx,xxxxxx)

Search Summary based on IssueIds:

https://datafied.api.edgar-online.com/v2/insiders/summary?issueids=539631&appkey={APPKEY}

Search Summary based on TransctionTypes:

https://datafied.api.edgar-online.com/v2/insiders/summary?transactiontypes=Option Execute&issueids=467297&appkey={APPKEY}

Search Summary based on OwnershipTypes:

https://datafied.api.edgar-online.com/v2/insiders/summary?ownershiptypes=Direct&issueids=467297&appkey={APPKEY}

Search Summary based on TransctionDates:

https://datafied.api.edgar-online.com/v2/insiders/summary?transactiondates=20140702&appkey={APPKEY}

Search Summary based on InsiderFormTypes:

https://datafied.api.edgar-online.com/v2/insiders/summary?insiderformtypes=Form 4&issueids=467297&appkey={APPKEY}

Filter Summary based on TransctionPriceFrom:

https://datafied.api.edgar-online.com/v2/insiders/summary?insiderformtypes=Form 4&filter=transactionpricefrom eq 95&appkey={APPKEY}

Filter Summary based on TransctionPriceTo:

https://datafied.api.edgar-online.com/v2/insiders/summary?insiderformtypes=Form 4&filter=transactionpriceto eq 95&appkey={APPKEY}

Filter Summary Based on Aggregated Fields (please refer to the aggregated section above):

SumNumSells: Get Insider Summary where NumSells is greater than 5:

https://datafied.api.edgar-online.com/v2/insiders/summary?filter=sumnumsells gt 5&appkey={APPKEY}

SumGrossShares: Get Insider Summary where SumGrossShares is greater than 500:

https://datafied.api.edgar-online.com/v2/insiders/summary?filter=sumgrossshares gt 500&issueids=467297&appkey={APPKEY}

Filter Summary based on SharesSold greater than 50:

https://datafied.api.edgar-online.com/v2/insiders/summary?filter=sharessold gt 50&issueids=467297&appkey={APPKEY}

Filter Summary based on SharesBought greater than 50:

https://datafied.api.edgar-online.com/v2/insiders/summary?filter=sharessold gt 50&issueids=467297&appkey={APPKEY}

JSON RESPONSE:

{  
   "result":{  
      "totalrows":1,
      "rows":[  
         {  
            "rownum":1,
            "values":[  
               {  
                  "field":"issueid",
                  "value":471695
               },
               {  
                  "field":"transactiondate",
                  "value":"3/4/2013"
               },
               {  
                  "field":"transactionpricefrom",
                  "value":53.71
               },
               {  
                  "field":"transactionpriceto",
                  "value":null
               },
               {  
                  "field":"transactiontypeid",
                  "value":4
               },
               {  
                  "field":"transactiontype",
                  "value":"Disposition (Non Open Market)"
               },
               {  
                  "field":"ownershiptypeid",
                  "value":0
               },
               {  
                  "field":"ownershiptype",
                  "value":"direct"
               },
               {  
                  "field":"insiderformtypeid",
                  "value":4
               },
               {  
                  "field":"insiderformtype",
                  "value":"Form 4"
               },
               {  
                  "field":"sharesbought",
                  "value":0.0
               },
               {  
                  "field":"numbuys",
                  "value":0
               },
               {  
                  "field":"sharessold",
                  "value":25.0
               },
               {  
                  "field":"numsells",
                  "value":1
               },
               {  
                  "field":"grossshares",
                  "value":25.0
               },
               {  
                  "field":"netshares",
                  "value":-25.0
               },
               {  
                  "field":"numtransactions",
                  "value":1
               }
            ]
         }
      ]
   }
}

Insider Transactions

Every field can be used with a filter parameter, example:

filter=issueid in (2578574,xxxxxx,xxxxxx)

Search Transactions based on IssueIds:

https://datafied.api.edgar-online.com/v2/insiders/transactions?issueids=539631&appkey={APPKEY}

Search Transactions based on IssueNames:

https://datafied.api.edgar-online.com/v2/insiders/transactions?issuenames=SOURCE CAPITAL INC /DE/&appkey={APPKEY}

Search Transactions based on IssueTickers:

https://datafied.api.edgar-online.com/v2/insiders/transactions?issuetickers=msft&appkey={APPKEY}

Search Transactions based on IssueCities:

https://datafied.api.edgar-online.com/v2/insiders/transactions?filter=issuestate eq "Oklahoma"&issueids=467297&appkey={APPKEY}

Search Transactions based on IssueStates:

https://datafied.api.edgar-online.com/v2/insiders/transactions?filter=issuecity eq "TULSA"&issueids=467297&appkey={APPKEY}

Search Transactions based on IssueZips:

https://datafied.api.edgar-online.com/v2/insiders/transactions?filter=issuezip eq "74107"&issueids=467297&appkey={APPKEY}

Search Transactions based on FilerIds:

https://datafied.api.edgar-online.com/v2/insiders/transactions?filerids=1424&appkey={APPKEY}

Search Transactions based on FilerNames:

https://datafied.api.edgar-online.com/v2/insiders/transactions?filernames=DEUTSCHE TELEKOM AG&appkey={APPKEY}

Search Transactions based on TransactionsCities:

https://datafied.api.edgar-online.com/v2/insiders/transactions?filter=filercity eq "TULSA"&issueids=467297&appkey={APPKEY}

Search Transactions based on TransactionsStates:

https://datafied.api.edgar-online.com/v2/insiders/transactions?filter=filerstate eq "Oklahoma"&issueids=467297&appkey={APPKEY}

Search Transactions based on TransactionsZips:

https://datafied.api.edgar-online.com/v2/insiders/transactions?filter=filerzip eq "74107"&issueids=467297&appkey={APPKEY}

Search Transactions based on Relationships:

https://datafied.api.edgar-online.com/v2/insiders/transactions?relationships=officer&issueids=467297&appkey={APPKEY}

Search Transactions based on TransctionTypes:

https://datafied.api.edgar-online.com/v2/insiders/transactions?transactiontypes=Option Execute&issueids=467297&appkey={APPKEY}

Search Transactions based on OwnershipTypes:

https://datafied.api.edgar-online.com/v2/insiders/transactions?ownershiptypes=Direct&issueids=467297&appkey={APPKEY}

Search Transactions based on TransctionDates:

https://datafied.api.edgar-online.com/v2/insiders/transactions?transactiondates=20140702&appkey={APPKEY}

Search Transactions based on InsiderFormTypes:

https://datafied.api.edgar-online.com/v2/insiders/transactions?insiderformtypes=Form 4&issuetickers=MSFT&appkey={APPKEY}

Filter Transactions based on TransctionPriceFrom:

https://datafied.api.edgar-online.com/v2/insiders/transactions?insiderformtypes=Form 4&filter=transactionpricefrom eq 95&appkey={APPKEY}

Filter Transactions based on TransctionPriceTo:

https://datafied.api.edgar-online.com/v2/insiders/transactions?insiderformtypes=Form 4&filter=transactionpriceto eq 95&appkey={APPKEY}

Filter Transactions based on Price Greater than 50:

https://datafied.api.edgar-online.com/v2/insiders/transactions?filter=price gt 20&issueids=467297&appkey={APPKEY}

JSON Response:

{  
   "result":{  
      "totalrows":1,
      "rows":[  
         {  
            "rownum":1,
            "values":[  
               {  
                  "field":"querydate",
                  "value":"3/4/2015 6:27 PM"
               },
               {  
                  "field":"filerid",
                  "value":28231
               },
               {  
                  "field":"filername",
                  "value":"BUFFETT WARREN E"
               },
               {  
                  "field":"filercity",
                  "value":"OMAHA"
               },
               {  
                  "field":"filerstateid",
                  "value":28
               },
               {  
                  "field":"filerstate",
                  "value":"Nebraska"
               },
               {  
                  "field":"filerzip",
                  "value":"68131"
               },
               {  
                  "field":"filerphone",
                  "value":null
               },
               {  
                  "field":"transactiondate",
                  "value":"4/21/2014"
               },
               {  
                  "field":"transactionpricefrom",
                  "value":0.0
               },
               {  
                  "field":"transactionpriceto",
                  "value":null
               },
               {  
                  "field":"transactiontypeid",
                  "value":4
               },
               {  
                  "field":"transactiontype",
                  "value":"Disposition (Non Open Market)"
               },
               {  
                  "field":"currency",
                  "value":"US dollar"
               },
               {  
                  "field":"currencyid",
                  "value":11
               },
               {  
                  "field":"ownershiptypeid",
                  "value":0
               },
               {  
                  "field":"ownershiptype",
                  "value":"direct"
               },
               {  
                  "field":"insiderformtypeid",
                  "value":4
               },
               {  
                  "field":"insiderformtype",
                  "value":"Form 4"
               },
               {  
                  "field":"relationship",
                  "value":"Officer"
               },
               {  
                  "field":"issueid",
                  "value":476491
               },
               {  
                  "field":"issuename",
                  "value":"BERKSHIRE HATHAWAY INC"
               },
               {  
                  "field":"issueticker",
                  "value":"BRK'A"
               },
               {  
                  "field":"issuerdescription",
                  "value":null
               },
               {  
                  "field":"issuecity",
                  "value":"OMAHA"
               },
               {  
                  "field":"issuestateid",
                  "value":28
               },
               {  
                  "field":"issuestate",
                  "value":"Nebraska"
               },
               {  
                  "field":"issuezip",
                  "value":"68131"
               },
               {  
                  "field":"pricedate",
                  "value":"3/2/2015 12:00 AM"
               },
               {  
                  "field":"price",
                  "value":220365.0
               },
               {  
                  "field":"isactive",
                  "value":1
               },
               {  
                  "field":"issuetypeid",
                  "value":1
               },
               {  
                  "field":"issuetype",
                  "value":"Common, Ordinary Stock"
               },
               {  
                  "field":"exchangeid",
                  "value":1
               },
               {  
                  "field":"exchangename",
                  "value":"NYSE"
               },
               {  
                  "field":"marketoperatorid",
                  "value":1
               },
               {  
                  "field":"marketoperator",
                  "value":"NYSE"
               },
               {  
                  "field":"markettierid",
                  "value":1
               },
               {  
                  "field":"markettier",
                  "value":"NYSE"
               },
               {  
                  "field":"dcn",
                  "value":"xxxxxx"
               },
               {  
                  "field":"filingid",
                  "value":xxxx
               }
            ]
         }
      ]
   }
}

Aggregated Fields

An aggregate is a collection of fields that are gathered together to form a total quantity.

Currently DataFied only supports aggregated fields for the Insider Resources; the data in this dataset is a rolling 2 year history.

Please note that if you are using aggregated and non-aggregated fields in one request in Filter Expression parameter, you cannot use OR operator to combine them.