SEC Insider Data Sources & Methodology

Official SEC ownership documents. Visible dates, traceable records and explicit limits.

What you are looking at

Forms 3, 4 and 5, including amendments, discovered through SEC submissions and parsed from the original ownership XML. Form 3 normally reports holdings, not transactions; holdings are not converted to trades. Search uses the SEC company ticker directory; not every ticker has reportable insider activity.

Read transaction codes carefully

P means an open-market or private purchase; S means an open-market or private sale. A commonly reports an award or grant, M an exercise or conversion, G a gift and F a tax or exercise-price withholding. Other codes remain visible exactly as filed. A sale need not be discretionary. Consult the filing and footnotes.

Amendments and joint owners

Every row represents one transaction within one accession, not one transaction per owner. Amendments are marked and shown separately. They are not assumed to replace an entire original filing. Individual company research does not net purchase and sale rows: original and amended filings may describe the same economic transaction. Homepage company/security groups show known original non-derivative purchase and sale subtotals separately, grouped by exact reported security and currency. They exclude amendment and derivative values and disclose unvalued rows; joint owners never multiply value. These are filed-row subtotals, not reconciled economic trades, proceeds or profits. Compare original filings before interpreting them. Missing values remain unknown.

Coverage and timing

Choose six calendar months or 1–180 days of filing-date coverage. Transaction dates may precede this interval. Imports scan recent submissions and relevant older submission pages, with a maximum of ten older pages and 250 ownership filings per job. If a cap is reached, coverage is explicitly partial. The dashboard covers imported instruments, not the whole market. Filing data is reported information, not live trading activity.

Successful data is reused for six hours by default; confirmed absence of filings is cached for 30 minutes. Filters returning no rows do not imply no filings. Source failure never becomes an empty result. The server limits SEC downloads across all instruments; imports require explicit advance requests or the optional CLI worker.

Source and reuse

The SEC states that public EDGAR filing content is free to access and reuse. This service attributes and links the original documents, identifies automated requests and limits downloads to one per second, below the SEC ceiling of ten per second. No affiliation with or endorsement by the SEC is implied.

This is a research tool, not investment advice. Filers can make errors and corrections.