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Insider Ownership Summary

GetInsiderOwnership
Read-only

Get a summary of insider ownership for a stock, ranked by total shares held. Shares come from each insider's most recent SEC Form 3/4/5 filing: the filing's closing balance per security and ownership bucket (actual shares only — options and other derivative holdings are excluded), summed into Direct and Indirect columns and restated onto today's split basis, so they can differ from the raw figures in older filings. Indirect can understate an insider holding through several vehicles, because a filing reports one balance per vehicle and only the last is kept. Former insiders may linger with stale dates or zero shares. Returns at most maxResults insiders (default 30). Use this to understand the insider ownership structure of a company; use GetInsiderTransactions for the underlying trades.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
offsetNoNumber of ranked insiders to skip before returning rows — pass the previous call's shown count to page past the maxResults cap (default: 0)
tickerYesCompany ticker symbol (e.g., AAPL, MSFT)
maxResultsNoMaximum number of insiders to return (default: 30, max: 500; values outside 1-500 are clamped)

TDQS

A4.7/5.0
Behavior5/5

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

The description adds substantial behavioral detail beyond the annotations: shares come only from the most recent Form 3/4/5 filing, options and derivatives are excluded, figures are restated onto today's split basis, Indirect can understate because only the last vehicle balance is kept, and former insiders may show stale dates or zero shares. These nuances materially affect how an agent interprets results.

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 dense but efficient: it front-loads the core purpose, then packs several important caveats into compact sentences, ending with clear usage guidance. Every sentence contributes meaningful information about behavior or usage, with no filler or tautology.

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?

With no output schema, the description carries the responsibility of explaining what the result contains, and it does so thoroughly: source filings, ownership buckets, split adjustment, exclusions, indirect holding limitations, max results, and ranking order. An agent has enough context to call the tool and correctly interpret the response.

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 the schema already documents all three parameters. The description adds useful contextual semantics like the maxResults default and implicit ranking by total shares, but it does not significantly extend the meaning of individual parameters beyond what the schema provides. Baseline 3 is appropriate.

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 states the exact verb and resource ('Get a summary of insider ownership for a stock'), specifies the ranking basis ('ranked by total shares held'), and clearly differentiates itself from sibling tools like GetInsiderTransactions and GetInsiderSentimentScores. It is unambiguous 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 Guidelines5/5

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

The description explicitly states when to use this tool ('Use this to understand the insider ownership structure of a company') and names the alternative for the underlying trades ('use GetInsiderTransactions'). This gives an agent clear routing guidance without needing to infer usage from the schema.

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

B3.4/5.0
Disambiguation4/5

Most tools have clearly distinct purposes, with detailed descriptions that cross-reference related alternatives. A few near-duplicate names could cause misselection, notably SearchDocument versus SearchDocuments and GetCftcPositioning versus GetLatestCftcPositioning.

Naming Consistency5/5

Tool names consistently follow a VerbNoun camelCase pattern: Get for retrievals, Search for discovery, List/Read for document access, and Add/Close/Remove/Update/Watch/Create/Delete for portfolio mutations. Despite the large count, there is no mixing of naming conventions or unpredictable verb styles.

Tool Count1/5

108 tools is an extreme surface area, far beyond the 3-15 well-scoped range and well past the 25+ threshold. Even for a broad financial data platform, this creates a heavy selection burden and substantial context overhead for agents.

Completeness4/5

The server covers an unusually wide domain: prices, fundamentals, SEC filings, options, insider activity, 13F holdings, short interest, macro data, funds, IPOs, and full portfolio lifecycle management. Notable gaps remain, such as a basic company profile/ticker-resolution tool, dividend history, and analyst estimates, so it is not a perfect 5.