The insider ownership dataset provides ownership information for insiders classified as Directors or above at a company, as well as anyone owning more than 10% of the shares outstanding. Data is strictly the current ownership, with fields that show any recent changes that occurred.
The insider transactions dataset lets you track insider activity for US securities. View the transactions for a specific company or a specific owner with a breakdown of shares and the value of those shares for all direct holdings.
Institutional holdings data provides ownership information for institutional asset managers with greater than $100 million in assets under management. Strictly current ownership is available via the API, with a percent change field comparing the current state to the previous period reported. Use file downloads to retrieve historical data.
Insider transactions and ownership are sourced from Form 3,4, and 5 SEC filings.
Institutional holdings are sourced from 13-F SEC filings.
History is available back to 2003 for insider transactions and ownership.
History is available back to 1994 for institutional ownership.
Returns all owners and information for all insider and institutional owners of securities covered by Intrinio.
Searches for Owners matching the text `query`
Returns the Owner with the given ID
Returns all insider transactions filings fitting the optional supplied start and end date.
Returns a list of all insider transaction filings in a company. Criteria for being an insider include being a director, officer, or 10%+ owner in the company. Transactions are detailed for both non-derivative and derivative transactions by the insider.
Returns the latest insider transaction filing for a company.
Returns a list of all insider transaction filings by an owner in as many companies as the owner may be considered an insider. Criteria for being an insider include being a director, officer, or 10%+ owner in the company. Transactions are detailed for both non-derivative and derivative transactions by the insider.
Returns a list of all institutional owners of a given security.
Returns a list of all ownership interests and the value of their interests by a single institutional owner.