Insider Transaction Filings by Owner

Insider Transaction Filings by Owner Ruby API Documentation

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.

API Class:
Intrinio::OwnersApi
Instance Method:
insider_transaction_filings_by_owner()

Stock Price Code Example

Use my API Key
# Load the gem
require 'intrinio-sdk'
require 'pp'
# Setup authorization
Intrinio.configure do |config|
config.api_key['api_key'] = 'YOUR_API_KEY'
config.allow_retries = true
end
owners_api = Intrinio::OwnersApi.new
identifier = "0001494730"
opts = {
start_date: Date.parse("2018-01-01"),
end_date: Date.parse("2019-01-01"),
page_size: 100,
next_page: nil
}
result = owners_api.insider_transaction_filings_by_owner(identifier, opts)
pp result
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Parameters

NameTypeDescriptionNotes
identifierStringThe Central Index Key issued by the SEC, which is the unique identifier all owner filings are issued under. 
start_dateDateReturn Owner's insider transaction filings on or after this date[optional]  
end_dateDateReturn Owner's insider transaction filings on or before this date[optional]  
page_sizeIntegerThe number of results to return[optional] [default to 100]  
next_pageStringGets the next page of data from a previous API call[optional]  

Return Type

object
Intrinio::ApiResponseOwnerInsiderTransactionFilings

Properties

NameTypeDescription
transaction_filingsArray 
ownerOwnerSummaryThe owner associated with the transaction filing  
next_pageStringThe token required to request the next page of the data. If null, no further results are available.  
object
Intrinio::InsiderTransactionFiling

Properties

NameTypeDescription
filing_dateDateThe date of the filing with the SEC made by the owner  
filing_urlStringThe URL of the filing with the SEC  
issuer_tickerStringThe ticker of the issuing company.  
issuer_cikStringThe Central Index Key (CIK) of the issuing company.  
issuer_companyStringThe name of the issuing company.  
transactionsArrayThe insider transactions associated with the filing  
companyCompanySummaryThe company associated with the filing  
ownerOwnerSummaryThe owner associated with the filing  
object
Intrinio::InsiderTransaction

Properties

NameTypeDescription
directorBOOLEAN(true/false) A boolean indicating whether or not the owner is a director in the company  
officerBOOLEAN(true/false) A boolean indicating whether or not the owner is a officer in the company  
ten_percent_ownerBOOLEAN(true/false) A boolean indicating whether or not the owner has a ten percent or greater interest in the company  
other_relationBOOLEAN(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_titleStringThe officer title of the owner in the company  
derivative_transactionBOOLEAN(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  
tickerStringThe ticker symbol for the company's common stock  
security_titleStringThe name of the derivative security transacted  
conversion_exercise_priceFloatThe conversion or exercise price of the derivative security transacted  
transaction_dateDateThe date of the transaction  
deemed_execution_dateDateThe date of the transaction had it not a directly identifiable date  
transaction_type_codeStringA symbol representing the transaction type; P = PurchaseS = SaleA = AwardM = Conversion to CommonC = ConversionX = Exercise of Derivative More Transaction Codes  
acquisition_disposition_codeStringA symbol representing whether or not the derivative securities are Acquired or Disposed; A = AcquisitionD = Disposition  
amount_of_sharesFloatThe number of derivative securities involved in the subject transaction  
exercise_dateDateThe exercise date of the derivative securities  
expiration_dateDateThe expiration date of the derivative securities  
underlying_security_titleStringThe name of the underlying non-derivative security related to this derivative transaction  
underlying_sharesFloatThe number of non-derivative shares involved in the subject transaction  
transaction_priceFloatThe price of the derivative securities  
total_shares_ownedFloatThe total number of derivative securities owned following the subject transaction  
ownership_type_codeStringA symbol representing the ownership of the securities transacted; D = Direct OwnershipI = Indirect Ownership  
companyCompanySummaryThe company associated with the filing  
ownerOwnerSummaryThe owner associated with the filing  
object
Intrinio::CompanySummary

Properties

NameTypeDescription
idStringThe Intrinio ID of the company  
tickerStringThe stock market ticker symbol associated with the company's common stock securities  
nameStringThe company's common name  
leiStringThe Legal Entity Identifier (LEI) assigned to the company  
cikStringThe Central Index Key (CIK) assigned to the company  
object
Intrinio::OwnerSummary

Properties

NameTypeDescription
owner_cikStringThe Central Index Key issued by the SEC, which is the unique identifier all owner filings  
owner_nameStringThe name of the owner  
object
Intrinio::CompanySummary

Properties

NameTypeDescription
idStringThe Intrinio ID of the company  
tickerStringThe stock market ticker symbol associated with the company's common stock securities  
nameStringThe company's common name  
leiStringThe Legal Entity Identifier (LEI) assigned to the company  
cikStringThe Central Index Key (CIK) assigned to the company  
object
Intrinio::OwnerSummary

Properties

NameTypeDescription
owner_cikStringThe Central Index Key issued by the SEC, which is the unique identifier all owner filings  
owner_nameStringThe name of the owner  
object
Intrinio::OwnerSummary

Properties

NameTypeDescription
owner_cikStringThe Central Index Key issued by the SEC, which is the unique identifier all owner filings  
owner_nameStringThe name of the owner