Insider Transaction Filings by Owner

Insider Transaction Filings by Owner Web API Documentation

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.

Endpoint:
https://api-v2.intrinio.com/owners/{identifier}/insider_transaction_filings

Parameters

Name Description Example
identifier
* required
The Central Index Key issued by the SEC, which is the unique identifier all owner filings are issued under. 0001494730
start_date
Return Owner's insider transaction filings on or after this date 2018-01-01
end_date
Return Owner's insider transaction filings on or before this date 2019-01-01
page_size
The number of results to return -
next_page
Gets the next page of data from a previous API call -
identifier
* required
The Central Index Key issued by the SEC, which is the unique identifier all owner filings are issued under.
start_date
* required
Return Owner's insider transaction filings on or after this date
end_date
* required
Return Owner's insider transaction filings on or before this date
page_size
* required
The number of results to return
next_page
* required
Gets the next page of data from a previous API call

Output Fields

Name Description Type
transaction_filings
array
filing_date
The date of the filing with the SEC made by the owner date
filing_url
The URL of the filing with the SEC string
issuer_ticker
The ticker of the issuing company. string
issuer_cik
The Central Index Key (CIK) of the issuing company. string
issuer_company
The name of the issuing company. string
transactions
The insider transactions associated with the filing array
director
(true/false) A boolean indicating whether or not the owner is a director in the company boolean
officer
(true/false) A boolean indicating whether or not the owner is a officer in the company boolean
ten_percent_owner
(true/false) A boolean indicating whether or not the owner has a ten percent or greater interest in the company boolean
other_relation
(true/false) A boolean indicating whether or not the owner has another relationship with the company beside, direct, officer, or significant owner in the company boolean
officer_title
The officer title of the owner in the company string
derivative_transaction
(true) A boolean indicating the transaction is a derivative transaction, which may or may not become common stock due to various possible exercise or conversion requirements boolean
ticker
The ticker symbol for the company’s common stock string
security_title
The name of the derivative security transacted string
conversion_exercise_price
The conversion or exercise price of the derivative security transacted number
transaction_date
The date of the transaction date
deemed_execution_date
The date of the transaction had it not a directly identifiable date date
transaction_type_code
A symbol representing the transaction type; P = Purchase | S = Sale | A = Award | M = Conversion to Common | C = Conversion | X = Exercise of Derivative More Transaction Codes string
acquisition_disposition_code
A symbol representing whether or not the derivative securities are Acquired or Disposed; A = Acquisition | D = Disposition string
amount_of_shares
The number of derivative securities involved in the subject transaction number
exercise_date
The exercise date of the derivative securities date
expiration_date
The expiration date of the derivative securities date
underlying_security_title
The name of the underlying non-derivative security related to this derivative transaction string
underlying_shares
The number of non-derivative shares involved in the subject transaction number
transaction_price
The price of the derivative securities number
total_shares_owned
The total number of derivative securities owned following the subject transaction number
ownership_type_code
A symbol representing the ownership of the securities transacted; D = Direct Ownership | I = Indirect Ownership string
company
The company associated with the filing object
id
The Intrinio ID of the company string
ticker
The stock market ticker symbol associated with the company's common stock securities string
name
The company's common name string
lei
The Legal Entity Identifier (LEI) assigned to the company string
cik
The Central Index Key (CIK) assigned to the company string
owner
The owner associated with the filing object
owner_cik
The Central Index Key issued by the SEC, which is the unique identifier all owner filings string
owner_name
The name of the owner string
company
The company associated with the filing object
id
The Intrinio ID of the company string
ticker
The stock market ticker symbol associated with the company's common stock securities string
name
The company's common name string
lei
The Legal Entity Identifier (LEI) assigned to the company string
cik
The Central Index Key (CIK) assigned to the company string
owner
The owner associated with the filing object
owner_cik
The Central Index Key issued by the SEC, which is the unique identifier all owner filings string
owner_name
The name of the owner string
owner
The owner associated with the transaction filing object
owner_cik
The Central Index Key issued by the SEC, which is the unique identifier all owner filings string
owner_name
The name of the owner string
next_page The token required to request the next page of the data. If null, no further results are available. string
transaction_filings
owner
The owner associated with the transaction filing
next_page
The token required to request the next page of the data. If null, no further results are available.