Insiders
Overview
The Insiders module provides endpoints to the Insiders Trading menu in the OpenBB Terminal. The contents of the module are displayed on screen with:
openbb.stocks.ins?
or:
help(openbb.stocks.ins)
Type: property
String form: <property object at 0x7f3df1102f70>
Docstring:
Stocks Insiders Submodule
Attributes:
`act`: Get insider activity. [Source: Business Insider]
`act_chart`: Display insider activity. [Source: Business Insider]
`blcp`: Get latest CEO/CFO purchases > 25k
`blcs`: Get latest CEO/CFO sales > 100k
`blip`: Get latest insider purchases > 25k
`blis`: Get latest insider sales > 100k
`blop`: Get latest officer purchases > 25k
`blos`: Get latest officer sales > 100k
`filter`: Get insider trades based on preset filter
`lcb`: Get latest cluster buys
`lins`: Get last insider activity for a given stock ticker. [Source: Finviz]
`lins_chart`: Display insider activity for a given stock ticker. [Source: Finviz]
`lip`: Get latest insider purchases
`lis`: Get latest insider sales
`lit`: Get latest insider trades
`lpsb`: Get latest penny stock buys
`print_insider_data`: Print insider data
`print_insider_data_chart`: Print insider data
`stats`: Get OpenInsider stats for ticker
How to Use
Try the next two commands for ticker-specific information.
stats
The last 100 results are returned.
openbb.stocks.ins.stats('wmt')
| X | Filing Date | Trading Date | Ticker | Insider | Title | Trade Type | Price | Quantity | Owned | Delta Own | Value | Filing Link | Ticker Link | Insider Link | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 2023-05-01 17:18:33 | 2023-04-27 | WMT | Furner John R. | EVP | S - Sale | $151.00 | -4,375 | 288,434 | -1% | -$660,625 | http://www.sec.gov/Archives/edgar/data/104169/000112760223013917/xslF345X03/form4.xml | http://openinsider.com/WMT | http://openinsider.com/insider/Furner-John-R./1696737 | |
| 1 | M | 2023-03-30 18:36:05 | 2023-03-29 | WMT | Walton S Robson | Dir, 10% | S - Sale | $144.75 | -3,412,370 | 1,249,821,970 | 0% | -$493,930,674 | http://www.sec.gov/Archives/edgar/data/104169/000112760223011663/xslF345X03/form4.xml | http://openinsider.com/WMT | http://openinsider.com/insider/Walton-S-Robson/1219112 |
act
This command returns the information a bit differently.
openbb.stocks.ins.act('wmt')
| Date | Shares Traded | Shares Held | Price | Type | Option | Insider |
|---|---|---|---|---|---|---|
| 2023-03-27 00:00:00 | 341,149.00 | 249,123,886.00 | 144.23 | Sell | No | WALTON S ROBSON |
| 2023-03-27 00:00:00 | 341,149.00 | 249,123,886.00 | 144.23 | Sell | No | WALTON ALICE L |
| 2023-03-27 00:00:00 | 1,259,851.00 | 249,465,035.00 | 143.71 | Sell | No | WALTON ALICE L |
| 2023-03-28 00:00:00 | 1,640,457.00 | 247,483,429.00 | 144.06 | Sell | No | WALTON S ROBSON |
| 2023-03-28 00:00:00 | 267,874.00 | 247,215,555.00 | 144.7 | Sell | No | WALTON S ROBSON |
| 2023-03-28 00:00:00 | 1,640,457.00 | 247,483,429.00 | 144.06 | Sell | No | WALTON ALICE L |
Other functions in this module return all tickers, based on the latest SEC Form-4 filings.
lpsb
Short for, Latest Penny Stock Buys, this command filters for insider purchases of penny stocks.
openbb.stocks.ins.lpsb().head(3)
| X | Filing Date | Trade Date | Ticker | Company Name | Insider Name | Title | Trade Type | Price | Qty | Owned | Diff Own | Value | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | M | 2023-05-17 | 2023-05-15 | ADV | Advantage Solutions | Peacock David A | CEO | P - Purchase | $1.61 | 160000 | 1858112 | +9% | +$257,752 |
| 16:30:22 | Inc. | ||||||||||||
| 1 | - | 2023-05-17 | 2023-05-17 | SOND | Sonder Holdings Inc. | Rothenberg Philip L | GC, | P - Purchase | $0.45 | 300000 | 300000 | New | +$135,000 |
| 16:17:31 | Secretary | ||||||||||||
| 2 | M | 2023-05-17 | 2023-05-15 | SOND | Sonder Holdings Inc. | Davidson Francis | CEO | P - Purchase | $0.41 | 615645 | 4060224 | +18% | +$249,596 |
| 16:15:08 |
lit
Stands for, Latest Insider Trades, and returns the last one-hundred insider trades, market-wide.
openbb.stocks.ins.lit().head(3)
| X | Filing Date | Trade Date | Ticker | Company Name | Insider Name | Title | Trade Type | Price | Qty | Owned | Diff Own | Value | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | DM | 2023-05-17 | 2023-05-15 | AMZN | Amazon Com Inc | Selipsky Adam | CEO Amazon | S - Sale+OE | $110.47 | -11260 | 150103 | -7% | -$1,243,914 |
| 16:40:35 | Web | ||||||||||||
| Services | |||||||||||||
| 1 | D | 2023-05-17 | 2023-05-15 | TDUP | Thredup Inc. | Nakache Patricia | Dir, 10% | S - Sale+OE | $3.01 | -28123 | 76976 | -27% | -$84,650 |
| 16:39:59 | |||||||||||||
| 2 | - | 2023-05-17 | 2023-05-15 | RRC | Range Resources Corp | Scucchi Mark | EVP, CFO | S - Sale | $27.39 | -153000 | 772540 | -17% | -$4,190,670 |
| 16:39:52 |
lip & lis filter for purchases and sales, respectively.
filter
The filter function is a customizable screener that allows scanning in greater detail. User-generated presets are saved in the OpenBBUserData folder, under: ~/OpenBBUserData/presets/stocks/insider. Presets included with the code are located in the source code, here. Use, template.ini, as a starting point. The following fields are allowed:
[General]
# Symbols or CIKs
Tickers =
# Insider Name or CIK
Insider =
SharePriceMin =
SharePriceMax =
LiquidityMinM =
LiquidityMaxM =
[Date]
# All dates, Custom, Latest Day, Last 3 days, Last 1 week, Last 2 weeks, Last 1 month, Last 2 months, Last 3 months, Last 6 months, Last 1 year, Last 2 years, Last 4 years.
FilingDate = All dates
# This is only regarded if FillingDate = Custom, format: dd/mm/yyyy
FilingDateFrom =
FilingDateTo =
# All dates, Custom, Latest Day, Last 3 days, Last 1 week, Last 2 weeks, Last 1 month, Last 2 months, Last 3 months, Last 6 months, Last 1 year, Last 2 years, Last 4 years.
TradingDate = All dates
# This is only regarded if FillingDate = Custom, format: dd/mm/yyyy
TradingDateFrom =
TradingDateTo =
# These values need to be smaller than 100
FilingDelayMin =
FilingDelayMax =
NDaysAgo =
[TransactionFiling]
# The following values are meant to be either: 'true' or empty for False.
P_Purchase = true
S_Sale = true
A_Grant =
D_SaleToLoss =
G_Gift =
NoDeriv =
F_Tax =
M_OptionEx =
X_OptionEx =
C_CnvDeriv =
W_Inherited =
MultipleDays =
# These values need to be multiples of 5
TradedMinK =
TradedMaxK =
# These values need to be between 0 and 100%
OwnChangeMinPct =
OwnChangeMaxPct =
[Industry]
# Available industry options at bottom of the file.
# Sector -> Subsector -> Industry
SectorSubsectorIndustry = All Sectors (except Funds)
[InsiderTitle]
# The following values are meant to be either: 'true' or empty for False.
COB =
CEO =
Pres =
COO =
CFO =
GC =
VP =
# 'Officer' includes all of the above: COB, CEO, Pres, COO, CFO, GC, VP
Officer =
Director =
10PctOwn =
Other =
[Others]
# Filing, Company.
GroupBy = Filing
# Filing Date, Trade Date, Ticker Symbol, Trade Value.
SortBy = Filing Date
# 100, 200, 300, 400, 500, 600, 700, 800, 900, 1000.
MaxResults = 100
# Between 1 and 99, inclusive.
Page = 1
# This only exists if GroupBy = Company
[CompanyTotals]
# These values need to be smaller than 100
FilingsMin =
FilingsMax =
# These values need to be smaller than 10
InsidersMin =
InsidersMax =
OfficersMin =
OfficersMax =
# These values need to be multiples of 5
TradedMinK =
TradedMaxK =
# These values need to be between 0 and 100%
OwnChangeMinPct =
OwnChangeMaxPct =
The sector industrial classification is also selectable. Most of the included presets are for filtering by industry. For example, Mortgages.
Do not include .ini in the preset name.
openbb.stocks.ins.filter("Mortgages")
| X | Filing Date | Trading Date | Ticker | Insider | Title | Trade Type | Price | Quantity | Owned | Delta Own | Value | Filing Link | Ticker Link | Insider Link | Company | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 2023-04-05 18:25:23 | 2023-04-04 | PFSI | Spector David | COB, CEO | S - Sale | $59.71 | -15,000 | 1,070,787 | -1% | -$895,713 | http://www.sec.gov/Archives/edgar/data/1745916/000112760223012621/xslF345X03/form4.xml | http://openinsider.com/PFSI | http://openinsider.com/insider/Spector-David/1275713 | Pennymac Financial Services, Inc. | |
| 1 | D | 2023-04-04 17:32:57 | 2023-03-31 | FOA | Blackstone Tactical Opportunities Associates - Nq L.L.C. | 10% | P - Purchase | $1.38 | +10,869,566 | 24,386,710 | +80% | +$15,000,001 | http://www.sec.gov/Archives/edgar/data/1828937/000089924323010452/xslF345X03/doc4.xml | http://openinsider.com/FOA | http://openinsider.com/insider/Blackstone-Tactical-Opportunities-Associates---Nq-L.L.C./1844883 | Finance of America Companies Inc. |
| 2 | D | 2023-04-04 17:31:43 | 2023-03-31 | FOA | Bto Urban Holdings L.L.C. | 10% | P - Purchase | $1.38 | +10,869,566 | 24,386,710 | +80% | +$15,000,001 | http://www.sec.gov/Archives/edgar/data/1828937/000089924323010448/xslF345X03/doc4.xml | http://openinsider.com/FOA | http://openinsider.com/insider/Bto-Urban-Holdings-L.L.C./1854686 | Finance of America Companies Inc. |
| 3 | D | 2023-04-04 17:27:24 | 2023-03-31 | FOA | Blackstone Tactical Opportunities Fund - U - Nq L.L.C. | 10% | P - Purchase | $1.38 | +10,869,566 | 24,386,710 | +80% | +$15,000,001 | http://www.sec.gov/Archives/edgar/data/1828937/000089924323010444/xslF345X03/doc4.xml | http://openinsider.com/FOA | http://openinsider.com/insider/Blackstone-Tactical-Opportunities-Fund---U---Nq-L.L.C./1853348 | Finance of America Companies Inc. |
Try the whales preset to track some of the big money:
openbb.stocks.ins.filter("whales")
| X | Filing Date | Trading Date | Ticker | Insider | Title | Trade Type | Price | Quantity | Owned | Delta Own | Value | Filing Link | Ticker Link | Insider Link | Company | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | DM | 2023-05-15 21:26:39 | 2023-05-11 | OXY | Berkshire Hathaway Inc | 10% | P - Purchase | $58.06 | +2,165,792 | 213,966,443 | +1% | +$125,746,876 | http://www.sec.gov/Archives/edgar/data/797468/000089924323013028/xslF345X03/doc4.xml | http://openinsider.com/OXY | http://openinsider.com/insider/Berkshire-Hathaway-Inc/1067983 | Occidental Petroleum Corp /De/ |
| 1 | M | 2023-05-15 16:32:03 | 2023-05-11 | MA | Mastercard Foundation | 10% | S - Sale | $381.83 | -377,448 | 99,808,197 | 0% | -$144,121,385 | http://www.sec.gov/Archives/edgar/data/1141391/000089534523000297/xslF345X03/form4.xml | http://openinsider.com/MA | http://openinsider.com/insider/Mastercard-Foundation/1421897 | Mastercard Inc |
| 2 | 2023-05-12 19:50:56 | 2023-05-10 | STZ | Ajb Business Holdings LP | Member of 10% owner group | S - Sale | $223.53 | -650,000 | 3,365,715 | -16% | -$145,294,500 | http://www.sec.gov/Archives/edgar/data/16918/000089924323012892/xslF345X03/doc4.xml | http://openinsider.com/STZ | http://openinsider.com/insider/Ajb-Business-Holdings-LP/1955386 | Constellation Brands, Inc. | |
| 3 | 2023-05-12 19:46:15 | 2023-05-10 | STZ | Zmss Business Holdings LP | Member of 10% owner group | S - Sale | $223.53 | -650,000 | 3,365,715 | -16% | -$145,294,500 | http://www.sec.gov/Archives/edgar/data/16918/000089924323012888/xslF345X03/doc4.xml | http://openinsider.com/STZ | http://openinsider.com/insider/Zmss-Business-Holdings-LP/1955193 | Constellation Brands, Inc. |