Insider Trading

---

Implementation details

Class names

Model name	Parameters class	Data class
InsiderTrading	InsiderTradingQueryParams	InsiderTradingData

Import Statement

from openbb_core.provider.standard_models.insider_trading import (
InsiderTradingData,
InsiderTradingQueryParams,
)

---

Parameters

• standard
• fmp
• intrinio
• sec
• tmx

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
limit	int	The number of data entries to return.	500	True

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
limit	int	The number of data entries to return.	500	True
transaction_type	Literal['award', 'conversion', 'return', 'expire_short', 'in_kind', 'gift', 'expire_long', 'discretionary', 'other', 'small', 'exempt', 'otm', 'purchase', 'sale', 'tender', 'will', 'itm', 'trust']	Type of the transaction.	None	True

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
limit	int	The number of data entries to return.	500	True
start_date	Union[date, str]	Start date of the data, in YYYY-MM-DD format.		False
end_date	Union[date, str]	End date of the data, in YYYY-MM-DD format.		False
ownership_type	Literal['D', 'I']	Type of ownership.	None	True
sort_by	Literal['filing_date', 'updated_on']	Field to sort by.	updated_on	True

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
limit	int	The number of data entries to return.	500	True
start_date	Union[date, str]	Start date of the data, in YYYY-MM-DD format. Wide date ranges can result in long download times. Recommended to use a smaller date range, default is 120 days ago.	None	True
end_date	Union[date, str]	End date of the data, in YYYY-MM-DD format. Default is today.	None	True
use_cache	bool	Persist the data locally for future use. Default is True. Each form submission is an individual download and the SEC limits the number of concurrent downloads. This prevents the same file from being downloaded multiple times.	True	True

Name	Type	Description	Default	Optional
symbol	str	Symbol to get data for.		False
limit	int	The number of data entries to return.	500	True
summary	bool	Return a summary of the insider activity instead of the individuals.	False	True

---

Data

• standard
• fmp
• intrinio
• sec
• tmx

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
company_cik	Union[str, int]	CIK number of the company.
filing_date	Union[date, datetime]	Filing date of the trade.
transaction_date	date	Date of the transaction.
owner_cik	Union[str, int]	Reporting individual's CIK.
owner_name	str	Name of the reporting individual.
owner_title	str	The title held by the reporting individual.
transaction_type	str	Type of transaction being reported.
acquisition_or_disposition	str	Acquisition or disposition of the shares.
security_type	str	The type of security transacted.
securities_owned	float	Number of securities owned by the reporting individual.
securities_transacted	float	Number of securities transacted by the reporting individual.
transaction_price	float	The price of the transaction.
filing_url	str	Link to the filing.

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
company_cik	Union[str, int]	CIK number of the company.
filing_date	Union[date, datetime]	Filing date of the trade.
transaction_date	date	Date of the transaction.
owner_cik	Union[str, int]	Reporting individual's CIK.
owner_name	str	Name of the reporting individual.
owner_title	str	The title held by the reporting individual.
transaction_type	str	Type of transaction being reported.
acquisition_or_disposition	str	Acquisition or disposition of the shares.
security_type	str	The type of security transacted.
securities_owned	float	Number of securities owned by the reporting individual.
securities_transacted	float	Number of securities transacted by the reporting individual.
transaction_price	float	The price of the transaction.
filing_url	str	Link to the filing.
form_type	str	Form type of the insider trading.

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
company_cik	Union[str, int]	CIK number of the company.
filing_date	Union[date, datetime]	Filing date of the trade.
transaction_date	date	Date of the transaction.
owner_cik	Union[str, int]	Reporting individual's CIK.
owner_name	str	Name of the reporting individual.
owner_title	str	The title held by the reporting individual.
transaction_type	str	Type of transaction being reported.
acquisition_or_disposition	str	Acquisition or disposition of the shares.
security_type	str	The type of security transacted.
securities_owned	float	Number of securities owned by the reporting individual.
securities_transacted	float	Number of securities transacted by the reporting individual.
transaction_price	float	The price of the transaction.
filing_url	str	URL of the filing.
company_name	str	Name of the company.
conversion_exercise_price	float	Conversion/Exercise price of the shares.
deemed_execution_date	date	Deemed execution date of the trade.
exercise_date	date	Exercise date of the trade.
expiration_date	date	Expiration date of the derivative.
underlying_security_title	str	Name of the underlying non-derivative security related to this derivative transaction.
underlying_shares	Union[float, int]	Number of underlying shares related to this derivative transaction.
nature_of_ownership	str	Nature of ownership of the insider trading.
director	bool	Whether the owner is a director.
officer	bool	Whether the owner is an officer.
ten_percent_owner	bool	Whether the owner is a 10% owner.
other_relation	bool	Whether the owner is having another relation.
derivative_transaction	bool	Whether the owner is having a derivative transaction.
report_line_number	int	Report line number of the insider trading.

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
company_cik	Union[str, int]	CIK number of the company.
filing_date	Union[date, datetime]	Filing date of the trade.
transaction_date	date	Date of the transaction.
owner_cik	Union[str, int]	Reporting individual's CIK.
owner_name	str	Name of the reporting individual.
owner_title	str	The title held by the reporting individual.
transaction_type	str	Type of transaction being reported.
acquisition_or_disposition	str	Acquisition or disposition of the shares.
security_type	str	The type of security transacted.
securities_owned	float	Number of securities owned by the reporting individual.
securities_transacted	float	Number of securities transacted by the reporting individual.
transaction_price	float	The price of the transaction.
filing_url	str	Link to the filing.
company_name	str	Name of the company.
form	Union[str, int]	Form type.
director	bool	Whether the owner is a director.
officer	bool	Whether the owner is an officer.
ten_percent_owner	bool	Whether the owner is a 10% owner.
other	bool	Whether the owner is classified as other.
other_text	str	Text for other classification.
transaction_timeliness	str	Timeliness of the transaction.
ownership_type	str	Type of ownership, direct or indirect.
nature_of_ownership	str	Nature of the ownership.
exercise_date	date	Date of exercise.
expiration_date	date	Date of expiration for the derivative.
deemed_execution_date	date	Deemed execution date.
underlying_security_title	str	Title of the underlying security.
underlying_security_shares	float	Number of underlying shares associated with the derivative.
underlying_security_value	float	Value of the underlying security.
conversion_exercise_price	float	Price of conversion or exercise of the securities.
transaction_value	float	Total value of the transaction.
value_owned	float	Value of the securities owned after the transaction.
footnote	str	Footnote for the transaction.

Name	Type	Description
symbol	str	Symbol representing the entity requested in the data.
company_cik	Union[str, int]	CIK number of the company.
filing_date	Union[date, datetime]	Filing date of the trade.
transaction_date	date	Date of the transaction.
owner_cik	Union[str, int]	Reporting individual's CIK.
owner_name	str	The name of the insider.
owner_title	str	The title held by the reporting individual.
transaction_type	str	Type of transaction being reported.
acquisition_or_disposition	str	Acquisition or disposition of the shares.
security_type	str	The type of security transacted.
securities_owned	int	The number of shares held by the insider.
securities_transacted	int	The total number of shares traded by the insider over the period.
transaction_price	float	The price of the transaction.
filing_url	str	Link to the filing.
period	str	The period of the activity. Bucketed by three, six, and twelve months.
acquisition_or_deposition	str	Whether the insider bought or sold the shares.
number_of_trades	int	The number of shares traded over the period.
trade_value	float	The value of the shares traded by the insider.
securities_bought	int	The total number of shares bought by all insiders over the period.
securities_sold	int	The total number of shares sold by all insiders over the period.
net_activity	int	The total net activity by all insiders over the period.