Returns a list of all insider transaction filings by an owner in as many companies as the owner may be considered an insider. Criteria for being an insider include being a director, officer, or 10%+ owner in the company. Transactions are detailed for both non-derivative and derivative transactions by the insider.
| Name | Type | Description | Notes |
|---|---|---|---|
| identifier | Character | The Central Index Key issued by the SEC, which is the unique identifier all owner filings are issued under. | |
| start_date | Date | Return Owner's insider transaction filings on or after this date | [optional] |
| end_date | Date | Return Owner's insider transaction filings on or before this date | [optional] |
| page_size | Integer | The number of results to return | [optional] [default to 100] |
| next_page | Character | Gets the next page of data from a previous API call | [optional] |
| Name | Type | Description |
|---|---|---|
| transaction_filings | List of InsiderTransactionFiling | |
| transaction_filings_data_frame | Data Frame | Data frame representation of transaction_filings |
| owner | OwnerSummary | The owner associated with the transaction filing |
| next_page | Character | The token required to request the next page of the data. If null, no further results are available. |
| Name | Type | Description |
|---|---|---|
| filing_date | Date | The date of the filing with the SEC made by the owner |
| filing_url | Character | The URL of the filing with the SEC |
| issuer_ticker | Character | The ticker of the issuing company. |
| issuer_cik | Character | The Central Index Key (CIK) of the issuing company. |
| issuer_company | Character | The name of the issuing company. |
| transactions | List of InsiderTransaction | The insider transactions associated with the filing |
| transactions_data_frame | Data Frame | Data frame representation of transactions |
| company | CompanySummary | The company associated with the filing |
| owner | OwnerSummary | The owner associated with the filing |
| Name | Type | Description | |||||
|---|---|---|---|---|---|---|---|
| director | Logical | (TRUE/FALSE) A boolean indicating whether or not the owner is a director in the company | |||||
| officer | Logical | (TRUE/FALSE) A boolean indicating whether or not the owner is a officer in the company | |||||
| ten_percent_owner | Logical | (TRUE/FALSE) A boolean indicating whether or not the owner has a ten percent or greater interest in the company | |||||
| other_relation | Logical | (TRUE/FALSE) A boolean indicating whether or not the owner has another relationship with the company beside, direct, officer, or significant owner in the company | |||||
| officer_title | Character | The officer title of the owner in the company | |||||
| derivative_transaction | Logical | (TRUE) A boolean indicating the transaction is a derivative transaction, which may or may not become common stock due to various possible exercise or conversion requirements | |||||
| ticker | Character | The ticker symbol for the company's common stock | |||||
| security_title | Character | The name of the derivative security transacted | |||||
| conversion_exercise_price | Numeric | The conversion or exercise price of the derivative security transacted | |||||
| transaction_date | Date | The date of the transaction | |||||
| deemed_execution_date | Date | The date of the transaction had it not a directly identifiable date | |||||
| transaction_type_code | Character | A symbol representing the transaction type; P = Purchase | S = Sale | A = Award | M = Conversion to Common | C = Conversion | X = Exercise of Derivative More Transaction Codes |
| acquisition_disposition_code | Character | A symbol representing whether or not the derivative securities are Acquired or Disposed; A = Acquisition | D = Disposition | ||||
| amount_of_shares | Numeric | The number of derivative securities involved in the subject transaction | |||||
| exercise_date | Date | The exercise date of the derivative securities | |||||
| expiration_date | Date | The expiration date of the derivative securities | |||||
| underlying_security_title | Character | The name of the underlying non-derivative security related to this derivative transaction | |||||
| underlying_shares | Numeric | The number of non-derivative shares involved in the subject transaction | |||||
| transaction_price | Numeric | The price of the derivative securities | |||||
| total_shares_owned | Numeric | The total number of derivative securities owned following the subject transaction | |||||
| ownership_type_code | Character | A symbol representing the ownership of the securities transacted; D = Direct Ownership | I = Indirect Ownership | ||||
| company | CompanySummary | The company associated with the filing | |||||
| owner | OwnerSummary | The owner associated with the filing |
| Name | Type | Description |
|---|---|---|
| id | Character | The Intrinio ID of the company |
| ticker | Character | The stock market ticker symbol associated with the company's common stock securities |
| name | Character | The company's common name |
| lei | Character | The Legal Entity Identifier (LEI) assigned to the company |
| cik | Character | The Central Index Key (CIK) assigned to the company |
| Name | Type | Description |
|---|---|---|
| id | Character | The Intrinio ID of the company |
| ticker | Character | The stock market ticker symbol associated with the company's common stock securities |
| name | Character | The company's common name |
| lei | Character | The Legal Entity Identifier (LEI) assigned to the company |
| cik | Character | The Central Index Key (CIK) assigned to the company |
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