US Insider Transactions & Ownership | Intrinio

US Insider Transactions & Ownership

Provided by Intrinio
Info
Pricing
Documentation
Resources
Data Explorer

Flexible Access

This data is available via Web API.

Know Who Buys and Sells

Insiders are required to disclose the securities they are buying and selling but until now it has been expensive and time consuming to keep tabs on this lucrative information. The Transactions & Ownership Data Feed lets you keep track of insider activity for US securities in an efficient manner in Excel or API format. 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. 

Stay Ahead of the Market

Use the API or Excel to monitor insider movements in the format that works for you. Affordable redistribution options allow your applications and reports to build value for your own end users and customers. Lightening quick, automated processing means middlemen don't slow down the data as it makes its way to your systems- this puts you ahead of the competition when insiders disclose their purchases.

Have Questions?

Custom Pricing with Intrinio

We offer custom pricing and plans for enterprises and start-ups because we don't think that you should pay an outrageous cost for data you don't use.
With Intrinio, you'll only pay for the data you need an an affordable rate.

US Insider Transactions & Ownership

Request a Quote

Request Sent! Thank You.
{{ submittedText }}
*
*
*
*
*
*
License
Non-Professional
define
Professional
define
Startup
define
Enterprise
define
Student/Military, 50% off
define
Usage
Non-Display
define
Display
define
Billing
Monthly
Yearly, Save 15%
Your Price
Questions?
Chat with Us
$
Request a Quote
The options you have selected require a custom quote.
Request Quote
Subscribe
Need to take a test drive?
3 days, 250 API calls Free Trial
Looking for an enterprise solution?
High limits, custom terms, flexible licensing Contact Us
Join our Developer Program
Free data for 6 months to build your app Apply

Frequently Asked Questions

Below you will find the most frequently asked questions about this data feed. We have also curated some resources to help you get started, listed on the right. As always, feel free to chat with us if you have any questions.
What is the source of this data?
  • Insider data is sourced directly from the Form 3, 4 and 6 SEC filings.
How much history is available?
  • Transaction history goes back to 2003.
  • Ownership data is strictly the current ownership, with fields that show any recent changes that occurred. 
Can I access this data in Excel?
  • No, this data is strictly available through the API.
- or -
Data Categories

Intrinio offers a variety of ways to access this data feed. Choose your preferred access method below:

API
CSV

API Documentation

There are two versions of our API. We recommend "v2". To learn which one may be right for you, click here.
API v1
API v2

{{ docSectionTitle }} Documentation

Welcome to the Intrinio Financial Data Platform! Through our Financial Data Marketplace, we offer a wide selection of financial data feeds sourced by our own proprietary processes as well as from many data vendors. The Intrinio API uses HTTPS verbs and a RESTful endpoint structure, which makes it easy to request data from Intrinio. Basic Authentication is administered over HTTPS. Responses are delivered in JSON format.

Getting Started

First, you'll need an Intrinio account for your API access credentials.

Sign Up for API Access

If you have an Intrinio account you can view your API access keys here.

For a quick-start guide to our API, please see the tutorial.

If you need additional help using the API, chat with us.

Authentication

Private

For private/trusted environments, use Basic Authentication over HTTPS.

You can find your API Username and API Password on your Account page. You must include these credentials with every request in order to receive access to the API.

To include the credentials in your HTTPS request, specify an Authorization header, with the value Basic (key) , replacing (key) with the Base-64 encoded string API_USERNAME:API_PASSWORD .

If your credentials are not authorized, a status code of 401 will be returned.

Public

For public/untrusted environments (such as client-side JavaScript), use our public key authentication over HTTPS.

You can create a Public Access Key on your Account page. Make sure to specify all domains from which this key may be used. Any domain not listed will be rejected by the API. For development purposes, localhost is listed as a domain by default. Make sure to delete this domain before going to production.

To include a public key in your HTTPS request, specify it as the value of an X-Authorization-Public-Key header.

If your public key is not authorized, a status code of 401 will be returned.

Response Codes

Intrinio uses normal HTTP response codes to indicate the success or failure of an API request. A response code of 200 indicates success and codes in the 4xx range indicate an error that failed given the information provided, and codes in the 5xx range indicate an error with Intrinio’s servers (these are rare).

The Intrinio API uses the following error codes:

Code Meaning
200 OK – Everything worked as expected
401 Unauthorized – Your User/Password API Keys are incorrect
403 Forbidden – You are not subscribed to the data feed requested
404 Not Found – The endpoint requested does not exist
429 Too Many Requests – You have hit a limit. See limits
500 Internal Server Error – We had a problem with our server. Try again later.
503 Service Unavailable – You have hit your throttle limit or Intrinio may be experiencing high system load.

Paging

Often there is too much information in our system to serve in a single request of reasonable size. Therefore we limit results to a certain number per request and provide you with paging information which can be used to retrieve the remaining pages of data.

In the Web API, you will notice that most requests contain paging information.

File Downloads may have paging information as well, listed in the first row.

In order to request the next page of data, append a page_number parameter to your request:

https://api.intrinio.com/companies
https://api.intrinio.com/companies?page_number=2
https://api.intrinio.com/companies?page_number=3

Limits

The Intrinio API employs several reasonable limits to ensure that stable, reliable service is provided to all users. These limits can vary based on which data feeds you are subscribed to, as well as which API call you are making. The limits are grouped as: daily calls, 10-minute calls, paging, throttling, and timeouts. If you hit an API limit, the response will contain a 429 code and an explanation of the limit.

Daily Call Limits

Most data feed subscriptions have limited daily usage. This means that you can make up to a certain number of API calls in a 24-hour period (resetting at midnight Eastern). To view the limits for a data feed subscription, go to your Account page, click on Subscriptions, click on the subscription in question, and click on Limits.

10-Minute Call Limits

Some data feed subscriptions have limited 10-minute usage. This means that you can make up to a certain number of API calls in a 10-minute period.

1-Minute Call Limits

As an alternative to Daily Call Limits, some data feeds employ a 1-minute call limit. This means that you can make up to a certain number of API calls in a 1-minute period.

Paging Limits

API endpoints that employ paging are limited by the maximum page size that you may request. This varies by endpoint:

Endpoint Maximum Page Size
/historical_data 1,000
All others 100

Throttle Limits

Users enjoying free data feed subscriptions only are limited to 100 requests-per-second.

Timeout Limits

Each request must be fulfilled within 25 seconds, otherwise it will be dropped with a 503 error. Given the flexibility of our endpoints and the complexity of potential API calls, we leave it to the users to fashion requests which can be satisfied in a reasonable time.

Usage & Limits

The following endpoints will help you to check your API access, limits, and usage:

Note: this is limited to data feeds with daily API call limits.

Endpoints

Below are all of the API endpoints available for this data feed:

Welcome to the Intrinio Financial Data Platform! Through our Data Marketplace, we offer a wide selection of financial data feeds sourced by our own proprietary processes as well as from many data vendors. All of our data is available for download in the CSV (comma-separated values) format.

If you need additional help, chat with us.

Getting Started

For a quick guide to getting started with our CSV Download functionality, please see the Tutorial.

Authentication

When using the download links, your browser will prompt you for a username and password. These credentials correspond to your access keys, which can be found in your Account page.

Limits

The CSV Download functionality is well-suited for human use or light programmatic use. Downloads are limited to 1 per second. If you exceed this limit, the system will return a 429 error. If you need to download larger dataset, we recommend browsing our Financial Data Downloads , which allow you to download massive datasets for a flat fee.

Paging

Sometimes there is too much information in our system to put into a single file of reasonable size. Therefore we limit file downloads to 10,000 rows. In order to retrieve the rest of the rows, you will have to request the second "page" of results. The first row of each file will contain paging information: RESULT_COUNT: 6342 , PAGE_SIZE: 10000 , CURRENT_PAGE: 1, TOTAL_PAGES: 1 , API_CALL_CREDITS: 1

  • RESULT_COUNT tells you how many total rows there are in our system
  • PAGE_SIZE tells you how many records you are fetching per page
  • CURRENT_PAGE tells you which page you are currently viewing
  • TOTAL_PAGES tells you how many total pages there are
  • API_CALL_CREDITS tells you how many API calls credits your request consumed

If the TOTAL_PAGES field in your file is greater than 1 and you want to see the other pages, append a page_number parameter to the URL:

https://api.intrinio.com/indices.csv?type=economic&page_number=1
https://api.intrinio.com/indices.csv?type=economic&page_number=2
https://api.intrinio.com/indices.csv?type=economic&page_number=3

To exclude the paging information from your file, include a hide_paging parameter in the URL:

https://api.intrinio.com/indices.csv?type=economic&page_number=1&hide_paging=true

URL Formatting

URLs must be formatted correctly in order for file downloads to be processed successfully. Here are examples of correct URLs:

https://api.intrinio.com/indices.csv
https://api.intrinio.com/indices.csv?type=economic
https://api.intrinio.com/indices.csv?type=economic&query=GDP
https://api.intrinio.com/data_point.csv?identifier=AAPL&item=marketcap,beta

Here are examples of incorrect URLs:

https://api.intrinio.com/indices.csv&type=economic
https://api.intrinio.com/indices.csv?type=economic?query=GDP
https://api.intrinio.com/data_point.csv?identifier=AAPL&item=marketcap/beta

Here is a key to the different parts of a URL:

https://api.intrinio.com /data_point.csv ? identifier = AAPL & item = marketcap,beta
1 2 3 4 5 6 7 8 9 10

  1. Intrinio's API web address.
  2. The location of the data you are trying to access.
  3. The separator between the URL address and the URL parameters.
  4. The name of the URL parameter.
  5. The separator between the name of the URL parameter and the value of the URL parameter.
  6. The value of the URL parameter.
  7. The separator between URL parameters.
  8. The name of the URL parameter.
  9. The separator between the name of the URL parameter and the value of the URL parameter.
  10. The value of the URL parameter. Note some parameters allow multiple values - separate them with a comma.

Functions

Below are all of the CSV file downloads available for this data feed:

Returns owners list and information for all insider and institutional owners of securities covered by Intrinio.

Parameters

expand collapse
Name Description Example
query
* required
A string query search of owner name or cik id with the returned results being the relevant owners in compacted list format. Abbott
identifier
* required
The Central Index Key issued by the SEC, which is the unique identifier all owner filings are issued under. owner
institutional
* required
A boolean to include only insider owners who have filed forms 3, 4, or 5 with the SEC.
Options:
Yes
No
Yes
page_number
* required
An integer greater than or equal to 1 for specifying the page number for the return values. 5
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
* required
Hide first row of paging information.
Options:
true
true

Output Fields

expand collapse
Name Description Example
owner_cik the Central Index Key issued by the SEC, which is the unique identifier all owner filings 0000001800
owner_name the name of the owner, either an institutional owner or an insider owner ABBOTT LABORATORIES

Sample Data

expand collapse

Owners Master

Returns owners list and information for all insider and institutional owners of securities covered by Intrinio.
URL:

Owners Master

Returns owners list and information for all insider and institutional owners of securities covered by Intrinio.
URL:

Owners Master

Not available for this access method

Insider Transactions by Company

Returns a list of all insider transactions 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.

Parameters

expand collapse
Name Description Example
identifier
* required
The stock market ticker symbol associated with the companies common stock securities or the Central Index Key issued by the SEC, which is the unique identifier all company filings are issued under. AAPL
page_number
* required
An integer greater than or equal to 1 for specifying the page number for the return values. 1
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
* required
Hide first row of paging information.
Options:
true
true

Output Fields

expand collapse
Name Description Example
owner_cik the owner’s Central Index Key (CIK) unique identifier with the SEC 0001650649
owner_name the name of the owner FIELD JOHN DOUGLAS
filing_date the date of the filing with the SEC made by the owner 2016-09-07
filing_url the URL of the filing with the SEC https://www.sec.gov/Archives/edgar/data/1318605/000167051216000006/xslF345X03/primary_doc.xml
director (true/false) a boolean indicating whether or not the owner is a director in the company -
officer (true/false) a boolean indicating whether or not the owner is a officer in the company true
ten_percent_owner (true/false) a boolean indicating whether or not the owner has a ten percent or greater interest in the company -
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 -
officer_title the officer title of the owner in the company VP, Engineering
derivative_transaction a boolean indicating the transaction is not a derivative transaction and instead is dealings in the common stock of the company -
security_title the name of the security transacted Common Stock
transaction_date the date of the transaction by the owner 2016-09-05
deemed_execution_date the date of the transaction by the owner had it not a directly identifiable date 2016-10-05
transaction_type_code a symbol representing the transaction type; P = Purchase | S = Sale | A = Award | M = Conversion | F = Payment of Exercise or Tax Withholding | G = Gift More Transaction Codes amount_of_shares = the number of shares involved in the subject transaction S
acquisition_disposition_code a symbol representing whether or not the securities are Acquired or Disposed; A = Acquisition | D = Disposition A
transaction_price the price (or weighted average price) of the transaction 0.0
total_shares_owned immediately after the transaction, the total number of shares owned by the owner 12055.0
ownership_type_code a symbol representing the ownership of the securities transacted; D = Direct Ownership | I = Indirect Ownership D
nature_of_ownership if the ownership type is indirect, an indication of who is the owner of the securities; usually a trust, foundation, or spouse -
report_line_number the line number of the transaction from the filing document 1

Sample Data

expand collapse

Insider Transactions by Company

Returns a list of all insider transactions in a company.
URL:

Insider Transactions by Company

Returns a list of all insider transactions in a company.
URL:

Insider Transactions by Company

Not available for this access method

Insider Ownership by Company

Returns a list of all insider ownership interests in a company.

Parameters

expand collapse
Name Description Example
identifier
* required
The stock market ticker symbol associated with the companies common stock securities or the Central Index Key issued by the SEC, which is the unique identifier all company filings are issued under. AAPL
page_number
* required
An integer greater than or equal to 1 for specifying the page number for the return values. -
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
* required
Hide first row of paging information.
Options:
true
true

Output Fields

expand collapse
Name Description Example
owner_cik the Central Index Key issued by the SEC, which is the unique identifier all owner filings 0001494730
owner_name the name of the owner, either an institutional owner or an insider owner Musk Elon
last_reported_date the last insider transaction date where indicated ownership 2016-05-26
value the value of the owners direct and indirect interests in the company based on the price from the previous day’s price. 6451844000.0
amount the total number of the owners direct and indirect interests in the company - direct interests are in the insiders name, while indirect interests may be in a trust, foundation, or spouses name but the owner still has some control over the securities 31100719.0

Sample Data

expand collapse

Insider Ownership by Company Lookup

Returns insider ownership information for a single company
URL:

Insider Ownership by Company Lookup

Returns insider ownership information for a single company
URL:

Insider Ownership by Company Lookup

Not available for this access method

Insider Transactions by Owner

Returns a list of all insider transactions 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.

Parameters

expand collapse
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
page_number
* required
An integer greater than or equal to 1 for specifying the page number for the return values. 4
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
* required
Hide first row of paging information.
Options:
true
true

Output Fields

expand collapse
Name Description Example
ticker the ticker symbol for the company’s common stock TSLA
company_cik the company’s Central Index Key (CIK) unique identifier with the SEC 0001494730
company_name the name of the company Tesla Motors Inc
filing_date the date of the filing with the SEC made by the owner 2016-05-26
filing_url the URL of the filing with the SEC https://www.sec.gov/Archives/edgar/data/1318605/000149473016000008/xslF345X03/edgardoc.xml
director (true/false) a boolean indicating whether or not the owner is a director in the company true
officer (true/false) a boolean indicating whether or not the owner is a officer in the company true
ten_percent_owner (true/false) a boolean indicating whether or not the owner has a ten percent or greater interest in the company true
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 -
officer_title the officer title of the owner in the company CEO
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 true
security_title the name of the derivative security transacted Common Stock
conversion_exercise_price the conversion or exercise price of the derivative security transacted 6.63
transaction_date the date of the transaction 2016-05-19
deemed_execution_date the date of the transaction had it not a directly identifiable date 2016-05-19
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 C
acquisition_disposition_code a symbol representing whether or not the derivative securities are Acquired or Disposed; A = Acquisition | D = Disposition 2016-05-19
amount_of_shares the number of derivative securities involved in the subject transaction 2147986.0
exercise_date the exercise date of the derivative securities 2017-02-19
expiration_date the expiration date of the derivative securities 2018-05-19
underlying_security_title the name of the underlying non-derivative security related to this derivative transaction Common Stock
underlying_shares the number of non-derivative shares involved in the subject transaction 1727328.0
transaction_price the price of the derivative securities 6.63
total_shares_owned the total number of derivative securities owned following the subject transaction 31727328.0
ownership_type_code a symbol representing the ownership of the securities transacted; D = Direct Ownership | I = Indirect Ownership D

Sample Data

expand collapse

Insider Transactions by Owner Lookup

Returns a list of all insider transactions by an owner in as many companies as the owner may be considered an insider.
URL:

Insider Transactions by Owner Lookup

Returns a list of all insider transactions by an owner in as many companies as the owner may be considered an insider.
URL:

Insider Transactions by Owner Lookup

Not available for this access method

Insider Holdings by Owner

Returns a list of all ownership interests and the value of their interests by a single insider owner. A single owner may own insider interests in a number of companies.

Parameters

expand collapse
Name Description Example
identifier
* required
The Central Index Key issued by the SEC, which is the unique identifier all owner filings. 0001494730
page_number
* required
An integer greater than or equal to 1 for specifying the page number for the return values. 4
page_size
* required
An integer greater than or equal to 1 for specifying the number of results on each page. 10
hide_paging
* required
Hide first row of paging information.
Options:
true
true

Output Fields

expand collapse
Name Description Example
ticker the stock market ticker symbol associated with the companies common stock securities TSLA
company_cik the Central Index Key issued by the SEC, which is the unique identifier all company filings are issued under 0001318605
company_name the company name in shorter form Tesla Motors Inc
last_reported_date the last insider transaction date where indicated ownership 2016-05-26
value the value of the owners direct and indirect interests in the company based on the price from the previous day’s price. 6451844000.0
amount the total number of the owners direct and indirect interests in the company- direct interests are in the insiders name, while indirect interests may be in a trust, foundation, or spouses name but the owner still has some control over the securities 31100719.0

Sample Data

expand collapse

Insider Holdings by Owner Lookup

Returns a list of all ownership interests and the value of their interests by a single owner.
URL:

Insider Holdings by Owner Lookup

Returns a list of all ownership interests and the value of their interests by a single owner.
URL:

Insider Holdings by Owner Lookup

Not available for this access method