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Search announced insider sales

get_planned_sales
Read-onlyIdempotent

Search SEC Form 144 notices - insiders' PROPOSED sales of restricted/control stock, filed BEFORE the sale executes (the Form 4 reports execution after). A leading indicator: announced-but-not-yet-executed insider selling, with broker and approximate sale date.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMax rows per page, default 50, cap 500.
sinceNoEarliest approximate sale date, YYYY-MM-DD.
untilNoLatest approximate sale date, YYYY-MM-DD.
cursorNoOpaque pagination token from the previous response's page.next_cursor; pass it back verbatim to fetch the next page.
sellerNoSubstring match on the seller's name.
tickersNoTicker symbols to include. Empty = all issuers.
min_value_usdNoMinimum aggregate market value of the proposed sale in USD.

TDQS

A4.2/5.0
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare readOnlyHint and idempotentHint, so the description adds valuable domain-specific context: the data represents proposed, not yet executed, sales and includes broker and approximate sale date. This goes beyond the safety annotations and helps the agent understand the nature of the results. No contradiction with annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is only two sentences and every clause earns its place: the SEC form type, the proposed nature, the before-execution timing, the leading-indicator framing, and the included fields. It is dense but immediately readable, with no redundant phrases.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a search tool with 7 parameters but no output schema, the description provides the essential conceptual model (Form 144 vs Form 4) and a practical use case ('leading indicator'). It also mentions the return components (broker, approximate sale date). It doesn't enumerate all possible filters, but the schema already covers them, so the description is sufficiently complete for correct tool selection.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so all seven parameters are fully documented in the schema. The description does implicitly connect the 'approximate sale date' language to the since/until parameters, but it doesn't introduce any new parameter semantics beyond what the schema already provides. The baseline of 3 is appropriate since the schema carries the burden.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description uses the specific verb 'Search' and names the exact resource ('SEC Form 144 notices'). It clearly distinguishes this tool from siblings like get_insider_trades by explaining that these are proposed sales filed before execution, whereas Form 4 reports execution afterward. This makes the purpose immediate and unambiguous.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides clear usage context by explaining the proposed-sale timing and labeling the data as a 'leading indicator.' It implicitly tells the user when to choose this tool over executed-sale tools, but it doesn't explicitly name alternative sibling tools or list exclusions. The context alone is enough to infer appropriate usage.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A4.2/5.0
Disambiguation5/5

Each tool has a clearly distinct purpose: per-form search tools (get_insider_trades, get_material_events, get_planned_sales, get_stakes), cross-feed signals (cluster_buys, planned_vs_executed, trades_before_events), and support utilities (company_profile, describe_coverage, find_company, list_recent_filings). The only slight overlap is company_profile vs. get_insider_trades, but company_profile is explicitly an aggregator that routes to detailed tools, eliminating ambiguity.

Naming Consistency4/5

Most tools follow a verb_noun pattern, especially the get_* family (get_insider_trades, get_material_events, etc.). However, three tools deviate: company_profile (noun_noun), planned_vs_executed (phrase with 'vs'), and trades_before_events (noun_phrase). These are still readable and clearly named, but they break the otherwise consistent convention.

Tool Count5/5

11 tools is well-scoped for the domain of insider trading analytics. It provides a complete set of per-filing-type search tools, cross-feed signals, and support utilities without redundancy or bloat. The count is within the ideal 5-15 range and feels justified.

Completeness5/5

The tool set covers the full lifecycle of insider data: entity resolution (find_company), orientation (describe_coverage), all major SEC forms (3/4/5, 8-K, 144, 13D/13G) via dedicated search tools, and advanced cross-feed analytics (cluster_buys, planned_vs_executed, trades_before_events). No obvious gaps are apparent for the stated purpose.

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