Insider Trading

The Insider Trading menu provides screener-like functions for SEC Form 4 filings, or for researching individual companies with executive and director transactions. The features in this menu function only for companies registered with the SEC, that also trade in public markets.

Usage

Navigate to the Insider Trading submenu from the stocks menu by typing ins and pressing enter.

The menu can be entered with its absolute path:

/stocks/ins

The Insider Trading menu contains three groups of functions:

• Screening: use presets to filter companies.
• Scanning: scan the latest transactions in the market.
• Researching: lookup individual companies.

Screening

Screening in this sub-menu uses a similar process to the Stocks Screener. This template file is a starting point, and describes how to configurea preset for use. Follow the formatting instructions in the comments of the template file, then place this file in the OpenBBUserData folder: ~/OpenBBUserData/presets/stocks/insider. Files placed in this folder will be recognized by the auto complete choices on next launch. Changes to the settings (without altering the filename) will be reflected when the preset is run, restarting the Terminal is not required.

Set

Set the preset to use by typing, set -p, and then the spacebar will activated the choices from auto complete.

Filter

The filter command runs the screen. Use the --limit parameter to increase the number of results returned.

set -p Insurance-Agents
filter

A: Amended filing
D: Derivative transaction in filing (usually option exercise)
M: Multiple transactions in filing; earliest reported transaction date & weighted average transaction price
P - Purchase: Purchase of securities on an exchange or from another person
S - Sale: Sale of securities on an exchange or to another person
S - Sale+OE: Sale of securities on an exchange or to another person (after option exercise)

Scanning

The commands grouped by both "Last Insiders" and "Top Insiders" filter market-wide by the description printed on the menu.

toppw

toppw returns the top officer purchases during the past week.

/stocks/ins/toppw

Researching

The three functions grouped at the bottom are activated when the Insider Trading menu is entered with a ticker symbol loaded from the /stocks menu.

stats

The stats command shows the insider activity for a ticker.

/stocks/load rivn/ins/stats