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theodor90

form4api-mcp

get_form144

Read-only

Retrieve Form 144 notice-of-proposed-sale filings to detect early-warning signals of insider selling. Filter by ticker, insider name, date range, or exclude pre-scheduled 10b5-1 plans for discretionary intent.

Instructions

Form 144 notice-of-proposed-sale filings — insiders disclose intent to sell roughly 2 days before the matching Form 4 sale lands, so this is an early-warning signal, especially discretionary (non-10b5-1) notices. Filter by ticker, insider name (partial match), date range, or exclude_10b5. Cross-reference with get_transactions/get_insider_transactions to see whether the intent was actually executed. Requires Business plan. Paginated, max 100/page.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
toNoEnd filing date, inclusive, format YYYY-MM-DD (e.g. 2026-12-31).
fromNoStart filing date, inclusive, format YYYY-MM-DD (e.g. 2026-01-01).
pageNo1-based page number. Defaults to 1.
tickerNoStock ticker symbol, case-insensitive, e.g. AAPL.
per_pageNoResults per page. Defaults to 20, maximum 100.
exclude_10b5NoIf true, exclude pre-scheduled 10b5-1 plan filings. Recommended for signal analysis — discretionary sale-intent notices only.
insider_nameNoFilter by insider name, case-insensitive partial/substring match, e.g. "cook".
Behavior5/5

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

Despite annotations already providing readOnlyHint and openWorldHint, the description adds valuable behavioral context: timing (2 days before Form 4), pagination (max 100/page), and the signal nature (discretionary vs 10b5-1). No contradiction with annotations.

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?

Every sentence adds value: purpose, timing, filtering, cross-reference, plan requirement, pagination. No wasted words, well-structured and 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?

Covers core purpose, filtering, usage advice, complementary tools, and restrictions. Lacks explicit output fields, but given no output schema and common knowledge of Form 144, it is sufficiently complete for an experienced agent.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so baseline is 3. The description adds marginal value by advising use of exclude_10b5 for signal analysis and clarifying date range and partial match on insider name, but mostly reiterates schema descriptions.

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 the tool retrieves Form 144 'notice-of-proposed-sale' filings, explaining they are early-warning signals for insider sales. It distinguishes from siblings like get_transactions by suggesting cross-referencing to check execution, and specifies filtering options.

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?

Explicitly guides when to use (early-warning signal) and when to use alternatives ('Cross-reference with get_transactions/get_insider_transactions'). Also recommends excluding 10b5-1 for signal analysis and notes 'Requires Business plan' as a usage restriction.

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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