Financial Datasets — Get insider ownership
financialdatasets_get_insider_ownershipGet insider ownership statements from SEC Forms 3 and 5, one row per reported holding. Positions are returned as reported per filing (point-in-time ownership statements), newest filings first. A Form 3 is an insider's initial statement of what they own; a Form 5 is the annual statement. Uses the caller's OpenAny gateway credentials. Charges and authorization are determined by the gateway.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Filter by insider name (case-insensitive contains). Use the /insider-ownership/names endpoint to get available names for a ticker. | |
| limit | No | The total number of rows to return (default: 10; no maximum). This is the total across all pages, not a page size: each page holds up to 10 records, linked by `next_page_url`. | |
| cursor | No | Opaque pagination cursor from a previous response's next_page_url. When provided, all other query parameters are ignored: the cursor carries the original request's filters. Treat it as opaque; do not construct or modify it. | |
| ticker | Yes | The ticker symbol of the company. | |
| form_type | No | Filter by SEC form type: 3 for initial ownership statements, 5 for annual statements (or their amendments 3/A, 5/A). | |
| filing_date | No | Filter by exact filing date in YYYY-MM-DD format. | |
| filing_date_gt | No | Filter by filing date greater than this date (YYYY-MM-DD). | |
| filing_date_lt | No | Filter by filing date less than this date (YYYY-MM-DD). | |
| filing_date_gte | No | Filter by filing date greater than or equal to this date (YYYY-MM-DD). | |
| filing_date_lte | No | Filter by filing date less than or equal to this date (YYYY-MM-DD). |