Financial Datasets

Changes to 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/financial-datasets/insider-ownership
    • breaking

      added the new required query request parameter ticker

    • info

      added the new optional query request parameter cursor

    • info

      added the new optional query request parameter filing_date

    • info

      added the new optional query request parameter filing_date_gt

    • info

      added the new optional query request parameter filing_date_gte

    • info

      added the new optional query request parameter filing_date_lt

    • info

      added the new optional query request parameter filing_date_lte

    • info

      added the new optional query request parameter form_type

    • info

      added the new optional query request parameter limit

    • info

      added the new optional query request parameter name

    • info

      endpoint added