Get Insider Transactions
get_insider_transactionsGet parsed Form 4 insider transactions for a company.
Returns insider buy/sell transactions with owner details (name, title, relationship), transaction details (date, code, shares, price), and post-transaction holdings. Data is extracted from the Form 4 XML.
Transaction codes: P=Purchase, S=Sale, A=Award, M=Exercise, G=Gift, F=Tax (shares withheld to pay tax on a vesting or exercise, not a sale by choice).
Every row carries plan_10b5_1: the filing's Rule 10b5-1 checkbox as filed (true, false, or null for filings from before the box existed in 2023). It is the filer's declaration for the whole filing. Filers sometimes leave it unticked and name a plan in a footnote (common for plans adopted before 2023), or tick it without one, so before saying a sale was or was not under a plan, read the footnotes (include_footnotes=True). An S alone does not tell a planned sale from a discretionary one.
With include_footnotes=True each row also lists the footnotes it points to ({id, text}, as filed): plan adoption dates, the price range behind a weighted average price, shares sold to cover taxes, trusts and other indirect holdings. Covers filings from coverage_from (2024-01-01).
By default only Form 4 Table I (the shares themselves) is returned. With include_table_ii=True, Table II lines are added and every row says which table it is from ("I" or "II"); Table II rows also give the underlying security, exercise price and dates. Table II is what the SEC calls "derivative securities" for Section 16: stock options, but also RSUs, PSUs and convertible share classes, which are compensation or share classes, not derivatives in the usual sense, so describe them by their security_title. An RSU vesting appears in both tables (an M disposal of units in II, an M acquisition of shares in I): count it once. A grant (A) is compensation, not a purchase. Table II covers filings from coverage_from (2024-01-01).
Args: cik: Issuer CIK — the company whose insiders are trading (e.g. "320193" for Apple) from_date: Start date (YYYY-MM-DD) to_date: End date (YYYY-MM-DD) limit: Max filings to process (1-100, default 20) offset: Pagination offset include_table_ii: Also return Table II lines: options, RSUs and the like (default False) include_footnotes: Also return each line's footnotes (default False)
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cik | Yes | ||
| limit | No | ||
| offset | No | ||
| to_date | No | ||
| from_date | No | ||
| include_table_ii | No | ||
| include_footnotes | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||