Screen Insiders by Realized Proceeds, Role and Recency
screen_insidersThe same filters as screen_insider_transactions, aggregated the other way: one row per person, ranked by the cash they realized from open-market sales inside the window. This is the tool for a question about people rather than trades — which executives have been selling, who recently became liquid, which directors realized the most across every company they are an insider at — because it returns people with their totals, roles, issuers and Rule 10b5-1 coverage already rolled up instead of a list of transactions to aggregate yourself. Every total counts open-market sales only and carries the transaction codes it excluded and why, so an option exercise or shares withheld against a tax liability is never counted as somebody selling. Each row carries the owner CIK to pass to insider_profile for that person's full history. Share counts are exactly as filed and there is no wealth estimate anywhere in the answer: this service has no market data feed. A Form 4 is filed within two business days of its transaction and a Form 5 annually. See /.well-known/x402 for current pricing.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| role | No | Restrict to filers the filing marks as a director, an officer (an executive, with their title), or a beneficial owner of more than ten percent of a class. One person can hold several of these at once. Omit to match every role. | |
| codes | No | Transaction codes to include, up to eight of them — for instance ['P'] for open-market purchases or ['P','S'] for open-market decisions in both directions. Omit to match every code. list_ownership_codes publishes the whole vocabulary with what each code actually means; filtering to codes other than S correctly yields no realized proceeds. | |
| limit | No | People per page, ranked by realized proceeds in the window. Accepts 1 to 50; defaults to 25. A person's row aggregates many transactions, so this page is smaller than the transaction screen's for the same work. | |
| offset | No | People to skip in the ranking before this page. Accepts 0 to 199, and offset plus limit must not exceed 200: the ranking is recomputed per request, so paging deeper would re-read the window for every page. Narrow the filters instead. | |
| end_date | No | Latest transaction date to include, inclusive, as YYYY-MM-DD. Leave it out for an open-ended range running to the newest row in the corpus. | |
| direction | No | Restrict to acquisitions ('A') or disposals ('D'), read from the filing's own acquired/disposed flag and never derived from the transaction code. A code and a direction disagree routinely: an option exercise disposes of the derivative security while acquiring common stock. Omit to match both. | |
| start_date | No | Earliest transaction date to include, inclusive, as YYYY-MM-DD. Matched against the date the transaction happened, not the date the filing arrived — the two differ by days on a Form 4 and by up to a year on a Form 5. | |
| rule_10b5_1 | No | Rule 10b5-1 status of the transaction: 'under_plan' for sales scheduled in advance under a written plan, 'not_under_plan' for those the filing states were not, and 'not_stated' for filings that say nothing at all — which is every filing before the 2022 amendments and is a different claim from 'not_under_plan'. Omit to apply no filter of any kind. | |
| window_days | No | Trailing window in days, ending today, used when no explicit date range is given. Accepts 1 to 3650; defaults to 365. Supplying start_date or end_date replaces it. | |
| min_value_usd | No | Minimum transacted value the filing itself stated, as a decimal string such as '250000' or '250000.50'. Rows the filing stated no per-share figure for are never matched by it: an absent figure is not zero, and a gift recorded without one would otherwise satisfy every threshold as a transaction that never happened. |