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get_insider_trades

Read-onlyIdempotent

Get insider (SEC Form 4) transactions for one company. Two grains, and the answer says which: (1) with executive_cik -> one row per Form 4 transaction line, with its SEC code (P open-market or private purchase, S open-market or private sale, M/X/C option or RSU exercise/conversion, A grant/award, F shares withheld for tax, G gift, ...), shares, price and value; (2) without it -> one row per insider per trade date that AGGREGATES all that day's lines, split into code P/S purchases/sales (open market or private) versus all acquisitions/dispositions (which also count vests, exercises and tax withholding), with both dollar totals and the line count; when ko.io reports them, the Lines cell and structuredContent also carry that day's SEC codes (e.g. '4 (F 1, M 2, S 1)'). Do not read an aggregate day's total disposed value as a sale decision; use the P/S columns, whose dollar totals cover priced lines only (unpriced lines are counted and flagged as partial). Keyless/Free access covers the trailing 92 days; period beyond 1Q requires Pro. structuredContent carries the exact share counts and dollar amounts.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
pageNoPage number
limitNoRows per page, 1-200
periodNoTrade-date window for the per-day view: 1Q = trailing 90 days (default, allowed on every plan); 2Q / 1Y / ALL require Pro. Ignored when executive_cik is given (that view returns the full history your plan allows).1Q
tickerYesStock ticker symbol (e.g. 'AAPL')
executive_cikNoInsider's SEC CIK (from a previous answer's person_cik, or list_insider_traders). When given, returns that insider's individual Form 4 transaction lines in this company, newest first.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
rowsYes
grainYesinsider_trade_date = one row per insider per day, aggregating that day's Form 4 lines; form4_transaction_line = one row per line
pagingYesPaging state reconciled from ko.io meta.total_count and meta.softwall
periodYes
tickerYes
plan_limitYesThe Free/keyless plan limits ko.io applied to this answer (null for paid callers)
executive_cikYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed4 schema fields changed
    • changedInput schema / properties / executive_cik / description
      Previous value: -"Filter by specific executive CIK (from list_insider_traders)"New value: +"Insider's SEC CIK (from a previous answer's person_cik, or list_insider_traders). When given, returns that insider's individual Form 4 transaction lines in this company, newest first."
    • changedInput schema / properties / limit / description
      Previous value: -"Trades per page, 1-200"New value: +"Rows per page, 1-200"
    • addedInput schema / properties / period
      Added value: +{
      +  "default": "1Q",
      +  "description": "Trade-date window for the per-day view: 1Q = trailing 90 days (default, allowed on every plan); 2Q / 1Y / ALL require Pro. Ignored when executive_cik is given (that view returns the full history your plan allows).",
      +  "enum": [
      +    "1Q",
      +    "2Q",
      +    "1Y",
      +    "ALL"
      +  ],
      +  "type": "string"
      +}
    • changedOutput schema / (root)
      Previous value: -nullNew value: +{
      +  "$schema": "http://json-schema.org/draft-07/schema#",
      +  "additionalProperties": false,
      +  "properties": {
      +    "executive_cik": {
      +      "type": [
      +        "string",
      +        "null"
      +      ]
      +    },
      +    "grain": {
      +      "description": "insider_trade_date = one row per insider per day, aggregating that day's Form 4 lines; form4_transaction_line = one row per line",
      +      "enum": [
      +        "insider_trade_date",
      +        "form4_transaction_line"
      +      ],
      +      "type": "string"
      +    },
      +    "paging": {
      +      "additionalProperties": false,
      +      "description": "Paging state reconciled from ko.io meta.total_count and meta.softwall",
      +      "properties": {
      +        "continuation": {
      +          "description": "SIGNIN_REQUIRED = page>1 needs a (free) ko.io API key",
      +          "type": [
      +            "string",
      +            "null"
      +          ]
      +        },
      +        "has_more": {
      +          "description": "null = a full page came back and more MAY exist",
      +          "type": [
      +            "boolean",
      +            "null"
      +          ]
      +        },
      +        "next_page": {
      +          "anyOf": [
      +            {
      +              "$ref": "#/properties/rows/items/properties/form4_lines/anyOf/0"
      +            },
      +            {
      +              "type": "null"
      +            }
      +          ],
      +          "description": "Next page THIS caller can open; null when there is none (or sign-in is required)"
      +        },
      +        "page": {
      +          "type": "integer"
      +        },
      +        "per_page": {
      +          "type": "integer"
      +        },
      +        "plan_row_cap": {
      +          "anyOf": [
      +            {
      +              "$ref": "#/properties/rows/items/properties/form4_lines/anyOf/0"
      +            },
      +            {
      +              "type": "null"
      +            }
      +          ],
      +          "description": "Row cap the caller's plan applied to this page, if any"
      +        },
      +        "returned": {
      +          "type": "integer"
      +        },
      +        "total_count": {
      +          "anyOf": [
      +            {
      +              "$ref": "#/properties/rows/items/properties/form4_lines/anyOf/0"
      +            },
      +            {
      +              "type": "null"
      +            }
      +          ],
      +          "description": "Total rows matching the request, when ko.io reported it"
      +        },
      +        "truncated_by_plan": {
      +          "description": "True when the plan's row cap withheld rows from this page",
      +          "type": "boolean"
      +        }
      +      },
      +      "required": [
      +        "page",
      +        "per_page",
      +        "returned",
      +        "total_count",
      +        "has_more",
      +        "next_page",
      +        "continuation",
      +        "plan_row_cap",
      +        "truncated_by_plan"
      +      ],
      +      "type": "object"
      +    },
      +    "period": {
      +      "$ref": "#/properties/executive_cik"
      +    },
      +    "plan_limit": {
      +      "anyOf": [
      +        {
      +          "additionalProperties": false,
      +          "properties": {
      +            "continuation": {
      +              "$ref": "#/properties/executive_cik"
      +            },
      +            "date_basis": {
      +              "$ref": "#/properties/executive_cik"
      +            },
      +            "effective_period": {
      +              "$ref": "#/properties/executive_cik"
      +            },
      +            "policy_version": {
      +              "$ref": "#/properties/executive_cik"
      +            },
      +            "row_cap": {
      +              "$ref": "#/properties/rows/items/properties/form4_lines"
      +            },
      +            "truncated": {
      +              "type": [
      +                "boolean",
      +                "null"
      +              ]
      +            },
      +            "window_end": {
      +              "$ref": "#/properties/executive_cik"
      +            },
      +            "window_start": {
      +              "$ref": "#/properties/executive_cik"
      +            }
      +          },
      +          "required": [
      +            "policy_version",
      +            "window_start",
      +            "window_end",
      +            "effective_period",
      +            "date_basis",
      +            "row_cap",
      +            "truncated",
      +            "continuation"
      +          ],
      +          "type": "object"
      +        },
      +        {
      +          "type": "null"
      +        }
      +      ],
      +      "description": "The Free/keyless plan limits ko.io applied to this answer (null for paid callers)"
      +    },
      +    "rows": {
      +      "items": {
      +        "additionalProperties": false,
      +        "properties": {
      +          "acquired_disposed": {
      +            "anyOf": [
      +              {
      +                "enum": [
      +                  "A",
      +                  "D"
      +                ],
      +                "type": "string"
      +              },
      +              {
      +                "type": "null"
      +              }
      +            ]
      +          },
      +          "all_shares_acquired": {
      +            "$ref": "#/properties/rows/items/properties/shares",
      +            "description": "Exact decimal string as served by ko.io (not rounded); null = unknown"
      +          },
      +          "all_shares_disposed": {
      +            "$ref": "#/properties/rows/items/properties/shares",
      +            "description": "Exact decimal string as served by ko.io (not rounded); null = unknown"
      +          },
      +          "all_value_acquired": {
      +            "$ref": "#/properties/rows/items/properties/shares",
      +            "description": "Exact decimal string as served by ko.io (not rounded); null = unknown"
      +          },
      +          "all_value_disposed": {
      +            "$ref": "#/properties/rows/items/properties/shares",
      +            "description": "Exact decimal string as served by ko.io (not rounded); null = unknown"
      +          },
      +          "code_meaning": {
      +            "$ref": "#/properties/executive_cik"
      +          },
      +          "code_p_or_s": {
      +            "description": "true for SEC codes P (purchase) and S (sale) -- open market OR private; the code does not distinguish",
      +            "type": "boolean"
      +          },
      +          "first_filed_date": {
      +            "$ref": "#/properties/executive_cik"
      +          },
      +          "form4_lines": {
      +            "anyOf": [
      +              {
      +                "type": "integer"
      +              },
      +              {
      +                "type": "null"
      +              }
      +            ]
      +          },
      +          "is_derivative": {
      +            "type": "boolean"
      +          },
      +          "last_filed_date": {
      +            "$ref": "#/properties/executive_cik"
      +          },
      +          "officer_title": {
      +            "$ref": "#/properties/executive_cik"
      +          },
      +          "person_cik": {
      +            "$ref": "#/properties/executive_cik"
      +          },
      +          "person_name": {
      +            "$ref": "#/properties/executive_cik"
      +          },
      +          "price": {
      +            "$ref": "#/properties/rows/items/properties/shares",
      +            "description": "Exact decimal string as served by ko.io (not rounded); null = unknown"
      +          },
      +          "ps_buy_lines": {
      +            "$ref": "#/properties/rows/items/properties/form4_lines",
      +            "description": "Code P lines that day (open market or private purchases)"
      +          },
      +          "ps_buy_unpriced_lines": {
      +            "$ref": "#/properties/rows/items/properties/form4_lines",
      +            "description": "Code P lines with no dollar value; > 0 means ps_value_bought is partial"
      +          },
      +          "ps_sell_lines": {
      +            "$ref": "#/properties/rows/items/properties/form4_lines",
      +            "description": "Code S lines that day (open market or private sales)"
      +          },
      +          "ps_sell_unpriced_lines": {
      +            "$ref": "#/properties/rows/items/properties/form4_lines",
      +            "description": "Code S lines with no dollar value; > 0 means ps_value_sold is partial"
      +          },
      +          "ps_shares_bought": {
      +            "$ref": "#/properties/rows/items/properties/shares",
      +            "description": "null = unknown (a line had no share count)"
      +          },
      +          "ps_shares_sold": {
      +            "$ref": "#/properties/rows/items/properties/shares",
      +            "description": "Exact decimal string as served by ko.io (not rounded); null = unknown"
      +          },
      +          "ps_value_bought": {
      +            "$ref": "#/properties/rows/items/properties/shares",
      +            "description": "Dollar total of PRICED code P lines only"
      +          },
      +          "ps_value_bought_complete": {
      +            "description": "false = some code P lines unpriced; null = not reported",
      +            "type": [
      +              "boolean",
      +              "null"
      +            ]
      +          },
      +          "ps_value_sold": {
      +            "$ref": "#/properties/rows/items/properties/shares",
      +            "description": "Dollar total of PRICED code S lines only"
      +          },
      +          "ps_value_sold_complete": {
      +            "type": [
      +              "boolean",
      +              "null"
      +            ]
      +          },
      +          "security_title": {
      +            "$ref": "#/properties/executive_cik"
      +          },
      +          "shares": {
      +            "anyOf": [
      +              {
      +                "pattern": "^-?\\d+(\\.\\d+)?([eE][-+]?\\d+)?$",
      +                "type": "string"
      +              },
      +              {
      +                "type": "null"
      +              }
      +            ],
      +            "description": "Exact decimal string as served by ko.io (not rounded); null = unknown"
      +          },
      +          "shares_owned_after": {
      +            "$ref": "#/properties/rows/items/properties/shares"
      +          },
      +          "trade_date": {
      +            "$ref": "#/properties/executive_cik"
      +          },
      +          "transaction_code": {
      +            "$ref": "#/properties/executive_cik"
      +          },
      +          "transaction_code_breakdown": {
      +            "anyOf": [
      +              {
      +                "items": {
      +                  "additionalProperties": false,
      +                  "properties": {
      +                    "acquired_disposed": {
      +                      "enum": [
      +                        "A",
      +                        "D"
      +                      ],
      +                      "type": "string"
      +                    },
      +                    "code": {
      +                      "$ref": "#/properties/executive_cik"
      +                    },
      +                    "code_meaning": {
      +                      "type": "string"
      +                    },
      +                    "is_derivative": {
      +                      "type": "boolean"
      +                    },
      +                    "lines": {
      +                      "$ref": "#/properties/rows/items/properties/form4_lines"
      +                    },
      +                    "shares": {
      +                      "$ref": "#/properties/rows/items/properties/shares"
      +                    },
      +                    "value": {
      +                      "$ref": "#/properties/rows/items/properties/shares"
      +                    }
      +                  },
      +                  "required": [
      +                    "code",
      +                    "code_meaning",
      +                    "acquired_disposed",
      +                    "is_derivative",
      +                    "lines",
      +                    "shares",
      +                    "value"
      +                  ],
      +                  "type": "object"
      +                },
      +                "type": "array"
      +              },
      +              {
      +                "type": "null"
      +              }
      +            ],
      +            "description": "Per code x acquired/disposed x table: line count, shares, value (null = unknown, not partial)"
      +          },
      +          "transaction_codes": {
      +            "anyOf": [
      +              {
      +                "items": {
      +                  "type": "string"
      +                },
      +                "type": "array"
      +              },
      +              {
      +                "type": "null"
      +              }
      +            ],
      +            "description": "Distinct SEC Form 4 codes aggregated into this day (e.g. [\"F\",\"M\",\"S\"]); null = not reported by ko.io"
      +          },
      +          "value": {
      +            "$ref": "#/properties/rows/items/properties/shares",
      +            "description": "Exact decimal string as served by ko.io (not rounded); null = unknown"
      +          }
      +        },
      +        "required": [
      +          "trade_date",
      +          "person_cik",
      +          "person_name",
      +          "shares_owned_after"
      +        ],
      +        "type": "object"
      +      },
      +      "type": "array"
      +    },
      +    "ticker": {
      +      "type": "string"
      +    }
      +  },
      +  "required": [
      +    "ticker",
      +    "grain",
      +    "executive_cik",
      +    "period",
      +    "rows",
      +    "paging",
      +    "plan_limit"
      +  ],
      +  "type": "object"
      +}
  2. Changed2 schema fields changed
    • changedInput schema / properties / limit / description
      Previous value: -"Max trades to return"New value: +"Trades per page, 1-200"
    • addedInput schema / properties / page
      Added value: +{
      +  "default": 1,
      +  "description": "Page number",
      +  "minimum": 1,
      +  "type": "integer"
      +}
  3. First observed

TDQS

A4.5/5.0
Behavior5/5

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

Beyond the readOnly/openWorld/idempotent annotations, the description discloses aggregation logic, SEC code meanings, the caution about partial unpriced lines, and the 92-day Free versus Pro period constraints. This adds meaningful behavioral context that annotations alone do not convey, and it does not contradict any annotation.

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

Conciseness3/5

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

The description is dense and information-rich, but it is overly long and runs in long, compound sentences with embedded examples and caveats. The purpose is front-loaded, but the sheer volume of details makes it harder to parse quickly. It could be restructured with bullet points or shorter sentences without losing value.

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

Completeness5/5

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

For a tool with two distinct modes, multiple SEC codes, access-tier constraints, and a warning about data interpretation, this description is remarkably complete. It covers output semantics, parameter behavior, and edge cases. The existence of an output schema means return values need not be detailed, but the description goes beyond that to explain how to interpret the data correctly, leaving no obvious gaps.

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

Parameters4/5

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

Schema coverage is 100%, so the baseline is 3. The description enriches parameter understanding by explaining how executive_cik changes the output grain, that period is ignored in that mode, and how the 'P/S' columns relate to priced vs unpriced lines. This goes beyond the schema's field descriptions, though some details (like period being ignored) are already in the schema.

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 opens with a specific verb-resource pair: 'Get insider (SEC Form 4) transactions for one company.' This clearly distinguishes it from sibling tools like get_congress_trades or get_stock_activity by scoping to a single company and Form 4 data. It also outlines two output grains, leaving no ambiguity about what the tool returns.

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 gives practical guidance on when to use each mode: with executive_cik for individual transaction lines, without for per-day aggregates. It also warns against misinterpreting aggregate disposed value, and explains access limits (Free vs Pro). However, it does not explicitly name alternative tools or say when to prefer this tool over a sibling, so it lacks explicit exclusions.

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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