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Stocks Daily Insider Transactions
Every insider transaction reported to the SEC on forms 3 and 4 since 2003: who traded, which security, how many shares, at what price, in which direction, and what they held afterwards.
Shape measured at the next refresh of dataset_cards/facts.json. Refreshed monthly.
Why It Matters
Stocks-Weekly-InsiderTrading looks like the answer and is the trap: 43 of its 69 columns are constant, it carries no direction, and it has no predictive power. A signal on net insider demand -- open-market purchases by officers and directors against their sales -- cannot be formed from it. Here every line of every form 4 is given with its direction (transaction_acquired_disposed is A or D), its code (P open-market purchase, S sale, A grant, F tax withholding, M option exercise, G gift) and its price.
date is the filing date, the day the information became public and the only day a strategy may act on it. The transaction_date the insider reports sits beside it and runs up to two business days earlier. One row per ticker and reported line: a form listing several transactions yields several rows.
Load It
pip install --upgrade pwb-toolbox
from pwb_toolbox import datasets as pwb_ds
df = pwb_ds.load_dataset("Stocks-Daily-InsiderTransactions", symbols=["NVDA"])
print(df.iloc[-1, :])
Columns
| Column Name | Description |
|---|---|
| symbol | Issuer's ticker. |
| date | Filing date on EDGAR. |
| transaction_date | Date of the transaction as reported. |
| form_type | 3 (initial holdings), 4 (transaction), 4/A (amendment). |
| issuer_cik / issuer_name | The company. |
| owner_cik / owner_name | The insider. |
| officer_title | Title when the insider is an officer. |
| is_director / is_officer / is_ten_percent_owner / is_other | The insider's relationship to the issuer. |
| security_type | non_derivative or derivative. |
| record_type | transaction or holding. |
| security_title | The security traded (Common Stock, options, RSUs, ...). |
| transaction_code | SEC code: P purchase, S sale, A grant, F tax withholding, M exercise, G gift, ... |
| transaction_acquired_disposed | A acquired or D disposed. |
| transaction_shares | Shares in the line. |
| transaction_price_per_share | Price per share, when a price applies. |
| transaction_value | Shares times price. |
| shares_owned_following_transaction | Holding after the line. |
| direct_or_indirect / nature_of_ownership | D or I, and through what when indirect. |
| aff_10b5_one | Whether the trade was under a 10b5-1 plan. |
| exercise_price / exercise_date / expiration_date | For derivative lines. |
| underlying_security_title / underlying_security_shares | For derivative lines. |
| period_of_report | Period the form covers. |
| accession_number / filing_url | The filing on EDGAR. |
Access
Browsing the card and the schema is open to anyone. Downloading the files needs an approved request, tied to a subscription: what each plan includes. The same subscription covers every dataset in this organisation and the strategy catalogue.
Elsewhere
- The strategy catalogue
pwb-toolbox, the loader used in the snippet above- Every dataset in this organisation
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