> ## Documentation Index
> Fetch the complete documentation index at: https://api.unusualwhales.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> API requests use the base URL https://api.unusualwhales.com and require a bearer token in the `Authorization` header (`Authorization: Bearer <API_KEY>`). Create and manage API tokens at https://unusualwhales.com/dashboard/api.
> For live market data inside an AI tool, use the Unusual Whales MCP server at https://unusualwhales.com/public-api/mcp.
> Instructions for agents using Unusual Whales tools: https://unusualwhales.com/skill.md

# InsiderTradeAgg

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

Message
fields**26**
topic[sec-filings](/docs/kafka/topics/sec-filings.md)

**Proto definition**

```protobuf schema.proto theme={null}
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

The number on the right of each row is the protobuf field number.

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