Message

InsiderTradeAgg

aggregation of same-typed rows inside a singular insider trade filing

fields26 topicsec-filings

▶Proto definition.proto

message InsiderTradeAgg {
  string ticker = 1;
  string filing_date = 2;
  string transaction_date = 3;
  string formtype = 4;
  string owner_name = 5;
  string officer_title = 6;
  bool is_director = 7;
  bool is_officer = 8;
  bool is_ten_percent_owner = 9;
  string security_ad_code = 10;
  string transaction_code = 11;
  int64 shares_owned_before = 12;
  int64 amount = 13;
  int64 shares_owned_after = 14;
  double price = 15;
  string security_title = 16;
  string director_indirect = 17;
  string natureofownership = 18;
  string date_excercisable = 19;
  double price_excercisable = 20;
  string expiration_date = 21;
  repeated string ids = 22;
  int64 transactions = 23;
  bool is_10b5_1 = 24;
  bool reporter_is_public_company = 25;
  string reporter_cik = 26;
}

Fields

ticker string 1

the ticker traded by the insider in the filing that company is the filing's issuer

filing_date string 2

the date the filing was published to the SEC on

transaction_date string 3

the date the filing's transactions were executed

formtype string 4

the SEC filing form type 3: initial statement of beneficial ownership 4: statement of changes of beneficial ownership 5: annual statement 144: notice of proposed sale of restricted or control securities (intended sale, NOT yet completed) .../A: amendment to a prior filing

owner_name string 5

the name of the reporting person owning the traded equity securities

officer_title string 6

the reporting person's officer title in the issuer company, if any exists (e.g. CEO)

is_director bool 7

whether the reporting person serves on the issuer's board of directors

is_officer bool 8

whether the reporting person is an officer of the issuer (e.g., CEO, CFO) typically paired with an officer title field

is_ten_percent_owner bool 9

whether the reporting person beneficially owns more than 10% of a class of the issuer's registered equity securities

security_ad_code string 10

composite transaction type: NA: Non-derivative, Acquired -> insider gained common stock (a buy, grant, or vesting) ND: Non-derivative, Disposed -> insider gave up common stock (a sale, gift, or withholding). DA: Derivative, Acquired -> insider gained a derivative (option/warrant grant, etc.). DD: Derivative, Disposed -> insider gave up a derivative (exercise, expiration, sale).

transaction_code string 11

type of the transaction (e.g. S=Sale, P=Purchase, A=Grant, ...)

shares_owned_before int64 12

the number of holdings owned before the transaction

amount int64 13

the total number of holdings traded, summed across the aggregated transactions

shares_owned_after int64 14

the number of holdings owned after the transaction

price double 15

the amount-weighted average price per security across the aggregated transactions

security_title string 16

the name of the security (e.g. "Common Stock")

director_indirect string 17

whether the reporter directly or indirectly owns the equity securities

natureofownership string 18

explains indirect ownership (e.g. "By Spouse", "By Trust")

date_excercisable string 19

date when the derivative becomes exercisable

price_excercisable double 20

the derivative's price to exercise

expiration_date string 21

date when the derivative lapses

ids string repeated 22

the primary-key ids of the raw rows of the raw aggregated insider trades

transactions int64 23

the amount of aggregated transactions (rows)

is_10b5_1 bool 24

whether the transactions were part of a 10b5-1 plan (prearranged trading plan, that lets insiders buy or sell at a preset schedule)

reporter_is_public_company bool 25

whether the reporting person is a public company

reporter_cik string 26

the CIK of the reporting person