FIfinancialdatasets
Insider Ownership

Get insider ownership

Changed on

Get insider ownership statements from SEC Forms 3 and 5, one row per reported holding. Positions are returned as reported per filing (point-in-time ownership statements), newest filings first. A Form 3 is an insider's initial statement of what they own; a Form 5 is the annual statement.

get/insider-ownership

Request

  • Base URL
    https://api.financialdatasets.ai
  • Auth
    API key in header X-API-KEY

Query parameters

tickerstring required

The ticker symbol of the company.

namestring

Filter by insider name (case-insensitive contains). Use the /insider-ownership/names endpoint to get available names for a ticker.

form_type'3' | '3/A' | '5' | '5/A'

Filter by SEC form type: 3 for initial ownership statements, 5 for annual statements (or their amendments 3/A, 5/A).

filing_datestring date

Filter by exact filing date in YYYY-MM-DD format.

filing_date_gtestring date

Filter by filing date greater than or equal to this date (YYYY-MM-DD).

filing_date_ltestring date

Filter by filing date less than or equal to this date (YYYY-MM-DD).

filing_date_gtstring date

Filter by filing date greater than this date (YYYY-MM-DD).

filing_date_ltstring date

Filter by filing date less than this date (YYYY-MM-DD).

limitinteger

The total number of rows to return (default: 10; no maximum). This is the total across all pages, not a page size: each page holds up to 10 records, linked by next_page_url.

cursorstring

Opaque pagination cursor from a previous response's next_page_url. When provided, all other query parameters are ignored: the cursor carries the original request's filters. Treat it as opaque; do not construct or modify it.

Response

Insider ownership response

next_page_urlstring

Absolute URL of the next page of results. Present only when more results remain; request it as-is to continue. Each page holds up to 10 records.

Changes

  • 5872e134b56cRevision changes
    • info

      added the new optional query request parameter cursor

    • info

      added the optional property to the response with the status