get_transactions
Read-only
Search SEC Form 4 insider transactions with filters for ticker, insider, transaction type, and date range. Exclude automated 10b5-1 plans to focus on discretionary trades.
Instructions
Search SEC Form 4 insider transactions. Filter by ticker, insider, transaction type, date range, and more. Use exclude_10b5=true for discretionary-only signal analysis.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| to | No | End date in ISO 8601 format, e.g. 2026-12-31 | |
| cik | No | Company CIK number | |
| code | No | SEC transaction code. P=purchase, S=sale, A=award, M=option exercise, F=tax withholding, D=disposition | |
| from | No | Start date in ISO 8601 format, e.g. 2026-01-01 | |
| page | No | Page number for pagination | |
| codes | No | Comma-separated list of SEC transaction codes to include, e.g. "P,S". Multi-code superset of `code`. | |
| ticker | No | Stock ticker symbol, e.g. 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 (max 100) | |
| max_value | No | Maximum trade value in USD (shares × price). Pro plan or higher. | |
| min_value | No | Minimum trade value in USD (shares × price). Pro plan or higher. | |
| max_shares | No | Maximum number of shares. Pro plan or higher. | |
| min_shares | No | Minimum number of shares. Pro plan or higher. | |
| insider_cik | No | Insider CIK number | |
| 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. |