get_insider_activity
Parse SEC Form 4 filings to reveal insider trades—who, when, at what price. Distinguish discretionary open-market sales from pre-scheduled 10b5-1 plans and compensation-related transactions.
Instructions
Parsed SEC Form 4 insider transactions — who traded, when, at what price, and crucially whether the sale was made under a Rule 10b5-1 plan.
That distinction is the whole point: a pre-scheduled 10b5-1 sale carries almost no information about an insider's view, while a discretionary open-market sale does. The tool also separates real decisions (codes P/S) from compensation mechanics — option exercises, grants, and shares withheld to pay tax on vesting — which are routinely and wrongly reported as "insiders sold $X".
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| forms | No | Which ownership forms to read — "4" (changes in ownership, the default), "3" (initial statement filed on becoming an insider — all holdings, no trades), "5" (annual statement of exempt or deferred transactions), or "3,4,5". Use "144" for notices of *proposed* sales, which are filed before the trade and so lead the Form 4 that later reports it. | 4 |
| limit | No | How many Form 4 filings to parse (default 10). | |
| since | No | ISO date (YYYY-MM-DD); drop transactions before it. | |
| person | No | Filter to one insider by name, case- and accent-insensitive (e.g. "Mehrotra"). | |
| symbol | Yes | Ticker symbol (e.g. MU, AAPL). |
Output Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |