get_transactions
Search SEC Form 4 insider transactions by ticker, insider CIK, date range, transaction code, and category. Filter by trade size on Pro plan for targeted analysis.
Instructions
Search SEC Form 4 insider transactions with rich filters: ticker, insider CIK, transaction code/category, date range, and (Pro+) trade-size thresholds. Returns transaction-level rows — shares, price, total value, transaction code, 10b5-1 flag, insider role flags. Use this for filtered or historical search across many companies/insiders; use get_recent_filings for an unfiltered live feed instead, or get_insider_transactions/get_company_insiders when you already have a specific insider or company. Free plan; min_value/max_value/min_shares/max_shares require Pro. Paginated, max 100/page.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | End date, inclusive, format YYYY-MM-DD (e.g. 2026-12-31). Filters on transactionDate. | |
| cik | No | Company CIK number — SEC's numeric filer identifier, e.g. 0000320193. Leading zeros optional. | |
| code | No | Single SEC transaction code to filter to. P=open-market purchase, S=open-market sale, A=grant/award, M=option exercise, F=tax withholding on vesting, D=disposition to issuer, G=gift, C=conversion of derivative, J=other. Use `codes` instead to match more than one. | |
| from | No | Start date, inclusive, format YYYY-MM-DD (e.g. 2026-01-01). Filters on transactionDate. | |
| page | No | 1-based page number. Defaults to 1. | |
| codes | No | Comma-separated list of SEC transaction codes to include, e.g. "P,S" (see `code` for the letter meanings). Multi-code superset of `code`. | |
| ticker | No | Stock ticker symbol, case-insensitive, e.g. AAPL or aapl. | |
| category | No | Include only one category of transactions. open_market = P/S (the signal most users want); grants = award/comp noise; derivatives = option exercises etc. | |
| per_page | No | Results per page. Defaults to 20, maximum 100. | |
| max_value | No | Maximum trade value in USD (shares × price), inclusive. Requires Pro plan or higher — omitted or ignored on Free. | |
| min_value | No | Minimum trade value in USD (shares × price), inclusive. Requires Pro plan or higher — omitted or ignored on Free. | |
| max_shares | No | Maximum number of shares, inclusive. Requires Pro plan or higher — omitted or ignored on Free. | |
| min_shares | No | Minimum number of shares, inclusive. Requires Pro plan or higher — omitted or ignored on Free. | |
| insider_cik | No | Insider CIK number — SEC's numeric filer identifier, e.g. 0001214128. Leading zeros optional. | |
| significant | No | If true, preset = open-market trades only, no 10b5-1 plan trades, no derivatives. The "just show me real discretionary buys and sells" filter. Explicit params override it. | |
| exclude_10b5 | No | If true, exclude pre-scheduled 10b5-1 plan trades. Recommended for signal analysis — filters out automatic, non-discretionary trades. | |
| exclude_codes | No | Comma-separated list of SEC transaction codes to exclude, e.g. "A,M,F,G" to drop grants, option exercises, tax withholding and gifts. | |
| exclude_category | No | Exclude an entire category of transactions, e.g. exclude_category=derivatives drops all option-related rows. | |
| exclude_derivative | No | If true, drop derivative-security rows — the cleanest single "no options" switch. |