Skill: finskills/insider-trade-tracker (version 1.0.1)

--- name: Insider Trade Tracker version: 1.0.2 description: "Track and interpret SEC Form 4 insider buying and selling activity across US-listed equities using the Finskills API." author: finskills metadata: openclaw: requires: env: - FINSKILLS_API_KEY primaryEnv: FINSKILLS_API_KEY homepage: https://github.com/finskills/insider-trade-tracker --- # Insider Trade Tracker Monitor SEC-reported insider buying and selling activity using the Finskills API SEC endpoints. Surfaces unusual insider transactions, cluster buying signals, and corporate officer behavior — one of the most reliable alternative data signals for identifying high-conviction investment opportunities. --- ## Setup **API Key required** — [Register at https://finskills.net](https://finskills.net) to get your free key. Header: `X-[REDACTED_SECRET]` > **Get your API key**: Register at **https://finskills.net** — free tier available, Pro plan unlocks real-time quotes, history, and financials. --- ## When to Activate This Skill Activate when the user: - Asks "is management buying their own stock?" - Wants to check recent insider transactions for a specific company - Asks for unusual insider buying or selling activity across the market - Wants to understand what Form 4 filings mean - Uses insider activity as part of their investment screening process --- ## Background — Insider Trading Signals Corporate insiders (officers, directors, 10%+ shareholders) must file Form 4 with the SEC within 2 business days of any transaction. Key signal principles: **Insider Buying Signals:** - Cluster buying (3+ insiders buying within 30 days): High conviction ⭐⭐⭐ - CEO/CFO buying (most informed executives): Strongest signal ⭐⭐⭐ - Open-market purchase (not options exercise): More meaningful ⭐⭐ - New director buying shortly after joining: Board confidence signal ⭐⭐ - Buying at or near multi-year lows: Turnaround signal ⭐⭐⭐ **Insider Selling Signals (interpret carefully):** - Insiders sell for many reasons (diversification, tax planning, personal needs) - Cluster selling by multiple insiders simultaneously: Warning signal ⚠️ - CEO/CFO selling > 50% of holdings: Significant concern 🚨 - Selling before known negative catalyst: Potential information advantage (SEC investigates) 🚨 - Pre-planned 10b5-1 sales: Less meaningful (scheduled in advance) --- ## Data Retrieval — Finskills API Calls ### 1. Symbol-Specific Insider Trades ``` GET https://finskills.net/v1/free/sec/insider-trades/{SYMBOL} ``` Extract: - `filerName`: insider's name - `filerTitle`: role (CEO, CFO, Director, 10% owner, etc.) - `transactionType`: Purchase (P) or Sale (S) or gift (G) or option exercise (A) - `transactionDate`: date of transaction - `shares`: number of shares transacted - `pricePerShare`: transaction price - `totalValue`: total dollar value of transaction - `sharesOwnedAfter`: total shares owned after transaction - `filingDate`: date filed with SEC ### 2. SEC EDGAR Filings (for context) ``` GET https://finskills.net/v1/free/sec/filings/{CIK} ``` (If the company's CIK number is known) Extract: recent 8-K, 10-Q, 10-K filings to provide context for insider timing --- ## Analysis Workflow ### Step 1 — Transaction Filtering Filter the insider trade feed: 1. **Remove option exercises** (transactionType = 'A'): These are pre-planned, not discretionary 2. **Remove gifts** (transactionType = 'G'): Non-economic, planning-related 3. **Focus on Open-Market Purchases ('P') and Sales ('S')**: True economic decisions ### Step 2 — Insider Hierarchy Weighting Assign signal weight by filer title: | Role | Signal Weight | |------|--------------| | CEO | ⭐⭐⭐ Highest | | CFO | ⭐⭐⭐ Highest | | President / COO | ⭐⭐⭐ High | | Director (Board) | ⭐⭐ Medium | | VP / Other Officer | ⭐⭐ Medium | | 10% Shareholder | ⭐ Lower (may have strategic not informational motivation) | ### Step 3 — Cluster Signal Detection **Cluster Buy Signal** (high conviction): - ≥ 3 distinct insiders purchasing within a 30-day window - At least one C-suite (CEO/CFO) included - Total purchase value > $500K combined → **Flag: CLUSTER BUY ⭐⭐⭐** **Cluster Sell Signal** (caution): - ≥ 3 distinct insiders selling within a 30-day window (excluding 10b5-1) - Combined shares represent > 20% of their aggregate holdings → **Flag: CLUSTER SELL ⚠️** **Size Signal:** - Purchase > $1M by a single insider: High conviction - Purchase > $5M: Exceptional conviction ### Step 4 — Transaction Context Analysis Compare transaction price to current stock price: ``` Unrealized Gain/Loss % = (current_price - transaction_price) / transaction_price × 100 ``` If CEO bought at $X and stock is still near $X: Insider is "underwater" → management's money at risk too (alignment signal). If CEO bought and stock has already risen 30%: Signal may be partly priced in, but confirms thesis. ### Step 5 — Trend Summary Compute rolling 90-day stats: - Count of buy transactions vs. sell transactions - Net buy/sell dollar value - Number of unique insiders transacting **Net Insider Sentiment Score:** ``` Score = (buy_transactions × buy_value) / max(sell_transactions × sell_value, 1) ``` - Score > 2.0: Net buying pressure — bullish insider signal - Score 0.5–2.0: Balanced / neutral - Score < 0.5: Net selling — caution --- ## Output Format ``` ╔══════════════════════════════════════════════════════╗ ║ INSIDER TRADE REPORT — {TICKER} ({DATE}) ║ ╚══════════════════════════════════════════════════════╝ 📌 INSIDER SENTIMENT (Last 90 Days) Net Sentiment: {BULLISH / NEUTRAL / CAUTIOUS} Buy Transactions: {n} ($${total_value}M) Sell Transactions: {n} ($${total_value}M) Unique Insiders: {n} buyers / {n} sellers {CLUSTER BUY SIGNAL ⭐⭐⭐} OR {CLUSTER SELL WARNING ⚠️} if triggered 📋 RECENT TRANSACTIONS (Last 90 Days, open-market only) Date Insider Title Type Shares Price Value 2025-04-05 John Smith CEO BOUGHT 50,000 $42.10 $2.1M 2025-03-28 Jane Doe CFO BOUGHT 15,000 $39.80 $597K 2025-03-10 Robert Johnson Director BOUGHT 8,000 $41.20 $330K 2025-02-15 Alice Chen VP Ops SOLD 12,000 $44.50 $534K ... [Only showing open-market purchases and sales, excluding option exercises and gifts] 📊 SIGNAL ANALYSIS Key Buy Signal: {Date}: {Name} (CEO/CFO) purchased ${amount}M at ${price} → {Interpretation / context — near 52-week low? Vs. current price?} Ownership Context: After purchase, CEO holds {shares} shares (${value} at current price) → {high/medium/low} skin-in-the-game vs. annual compensation Price Action Since: Stock is {+/-}% from average insider purchase price ⚠️ CAVEATS • {Any pre-planned 10b5-1 sales noted in filings} • {Any concurrent SEC investigation or litigation} • {Acquisition-related transactions to exclude} 📈 OVERALL VERDICT Insider Signal: {STRONG BUY / MILD BUY / NEUTRAL / MILD CAUTION / CAUTION} Confidence: {High / Medium / Low} Rationale: {2 sentence summary of why} ``` --- ## Limitations - Form 4 filings can be delayed up to 2 business days; very recent transactions may not appear. - Insider selling is inherently ambiguous — always consider alongside valuation and fundamentals. - This skill does not identify illegal insider trading; all transactions shown are SEC-reported. - CIK numbers must be obtained from SEC EDGAR for company-specific filing lookups.


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: clean (LOW)