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datasets_sec_companies_insider

Retrieve insider transaction history (Forms 3/4/5) for a SEC company by CIK. Filter by date range, transaction code, and set result limit.

Instructions

Get a SEC company's insider-transaction history. Returns a company's insider (Form 3/4/5) transaction history from the SEC companies dataset, most recent transaction first. An unknown CIK or a company with no reported transactions returns an empty series rather than a 404.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
toNoInclusive end date (YYYY-MM-DD, UTC) filtering transaction date
cikYesSEC CIK, numeric or zero-padded
codeNoExact transaction code filter, e.g. P (open-market purchase), S (sale)
fromNoInclusive start date (YYYY-MM-DD, UTC) filtering transaction date
limitNoMaximum transactions returned (most recent first), default 50, max 200
Behavior4/5

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

No annotations are provided, so the description carries the full burden. It discloses the sorting order (most recent first), the return of empty series for missing data, and implies a read-only operation. However, it does not mention authentication or rate limits, which may be less critical for a publicly available company dataset.

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?

Extremely concise: two sentences that cover the main purpose, data source, sorting, and error behavior. No wasted words, and key information is front-loaded.

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

Completeness4/5

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

For a tool with 5 parameters and no output schema, the description covers the main functionality, required parameter (CIK), and edge cases (empty results). It lacks details on output structure, but given the standard nature of insider transaction data, this is acceptable.

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?

Input schema provides full descriptions for all 5 parameters (100% coverage). The tool description does not add any meaningful detail beyond the schema, so baseline score of 3 is appropriate.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

Clearly states it retrieves insider-transaction history for an SEC company. The purpose is specific and unambiguous, but does not explicitly differentiate from the sibling tool 'sec_insider', which may have overlapping functionality.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

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

Provides guidance on expected behavior for unknown CIK or no transactions (empty series, not 404), but does not specify when to use this tool versus alternatives like 'sec_insider' or other dataset tools.

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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