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Cubesphere Insider

search_insider_events

Read-onlyIdempotent

Search interpreted insider-trading events from SEC Form 4 filings. Each event classifies raw filing rows into economic meaning (OPEN_MARKET_BUY vs EQUITY_AWARD vs TAX_WITHHOLDING_ONLY etc.), separating discretionary trades from compensation noise. Supports filtering by ticker, event type, minimum USD value, and time, with cursor pagination. Form 4 only - for 13D/G stakes or Form 144 sale notices use get_activist_stakes, get_sale_notices, or get_company_timeline. Data delayed 24 hours (known_at); history ~1 month; no price-derived fields.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum number of events to return. Default 20, maximum 200.
sinceNoOnly return events recorded at or after this ISO 8601 timestamp (e.g. 2026-08-01T00:00:00Z). Compares against recorded_at — useful for incremental sync.
cursorNoOpaque pagination cursor — pass the next_cursor value from the previous response.
tickerNoStock ticker symbol to filter by, e.g. AAPL or TSLA. Omit to search across all companies.
min_valueNoMinimum trade value in USD (reported shares × reported price per share).
event_typeNoFilter by interpreted event type. One of: OPEN_MARKET_BUY, OPEN_MARKET_SELL, PLANNED_10B5_1_SELL, OPTION_EXERCISE_HOLD, OPTION_EXERCISE_PARTIAL_SELL, OPTION_EXERCISE_FULL_SELL, TAX_WITHHOLDING_ONLY, EQUITY_AWARD, GIFT_TRANSFER, INDIRECT_OWNERSHIP_TRANSFER, OTHER_REQUIRES_REVIEW, JOINT_FILING_AMBIGUOUS, COMPLEX_DERIVATIVE_EVENT, UNCLASSIFIED. Use OPEN_MARKET_BUY for discretionary insider buying.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes

TDQS

A4.7/5.0
Behavior5/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, and destructiveHint=false. The description adds crucial context beyond these: 'Data delayed 24 hours (known_at); history ~1 month; no price-derived fields.' It also explains why event classification matters, which gives the agent a deeper understanding of the tool's behavior and limitations.

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 concise yet rich, with four sentences that each deliver unique value: purpose, classification logic, filtering/pagination, and exclusions/caveats. It is front-loaded with the core function and ends with operational constraints. No sentence is wasted.

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?

Given the tool's complexity (6 optional params, output schema, annotations), the description is complete. It covers data source, interpretation logic, filtering capabilities, pagination, alternative tools, data freshness, retention window, and absence of price-derived fields. The agent has enough context to select and invoke the tool correctly.

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?

The input schema covers 100% of parameters with descriptions, so the baseline is 3. The description mentions filtering by ticker, event type, minimum USD value, and time, but these are already in the schema. It does not add any new semantic meaning beyond the schema, so this meets the baseline but does not exceed it.

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 clearly states 'Search interpreted insider-trading events from SEC Form 4 filings' with a specific verb and resource, and distinguishes itself from siblings by noting 'Form 4 only' and naming alternative tools. It precisely differentiates the tool's scope from get_activist_stakes, get_sale_notices, and get_company_timeline.

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?

Explicit usage guidance is given with 'Form 4 only - for 13D/G stakes or Form 144 sale notices use get_activist_stakes, get_sale_notices, or get_company_timeline.' Also, the description explains the tool's value (separating discretionary trades from compensation noise) and the event_type parameter description advises 'Use OPEN_MARKET_BUY for discretionary insider buying.' This clearly tells when and when not to use the tool.

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

A4.7/5.0
Disambiguation5/5

Each tool has a clearly distinct purpose: activist stakes (13D/G), sale notices (Form 144), interpreted Form 4 events, and a merged timeline. Though the timeline overlaps with the others, descriptions explicitly direct users to dedicated tools for specific forms, preventing confusion.

Naming Consistency4/5

Three tools use the verb 'get_' with a descriptive noun (activist_stakes, company_timeline, sale_notices), while one uses 'search_' for a query-oriented endpoint. This is a minor deviation from a consistent verb-first pattern, but the names remain intuitive and readable.

Tool Count5/5

With only four tools, the server is tightly scoped to insider trading data. Each tool covers a distinct filing type or aggregation view, and the count is appropriate for the domain without being thin or bloated.

Completeness5/5

The surface covers all major SEC insider-trading forms: Form 4 (search_insider_events), Schedule 13D/G (get_activist_stakes), Form 144 (get_sale_notices), and a combined view (get_company_timeline). This is a complete lifecycle for reading insider activity; no obvious gaps exist.

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