OpenBB/website/content/sdk/data-available/stocks/insiders.md

title, description, keywords

title	description	keywords
Insiders	This page of our marketing website gives a detailed overview of how to use the 'Insiders' module of the OpenBB Terminal. It teaches users how to access and utilize various functions of the module to gather information about insider trading activity, latest CEO/CFO purchases and sales, insider transactions based on predetermined filters and much more. The guide also provides information on how to pull up ticker-specific details and covers how to use different commands.	Insiders module Insider trading activity CEOs purchases and sales Insider transactions filter Ticker-specific details Python commands Stock data Insider data

import HeadTitle from '@site/src/components/General/HeadTitle.tsx';

Overview

The Insiders module provides endpoints to the Insiders Trading menu in the OpenBB Terminal. The contents of the module are displayed on screen with:

openbb.stocks.ins?

or:

help(openbb.stocks.ins)

Type:        property
String form: <property object at 0x7f3df1102f70>
Docstring:
Stocks Insiders Submodule

Attributes:

    `act`: Get insider activity. [Source: Business Insider]

    `act_chart`: Display insider activity. [Source: Business Insider]

    `blcp`: Get latest CEO/CFO purchases > 25k

    `blcs`: Get latest CEO/CFO sales > 100k

    `blip`: Get latest insider purchases > 25k

    `blis`: Get latest insider sales > 100k

    `blop`: Get latest officer purchases > 25k

    `blos`: Get latest officer sales > 100k

    `filter`: Get insider trades based on preset filter

    `lcb`: Get latest cluster buys

    `lins`: Get last insider activity for a given stock ticker. [Source: Finviz]

    `lins_chart`: Display insider activity for a given stock ticker. [Source: Finviz]

    `lip`: Get latest insider purchases

    `lis`: Get latest insider sales

    `lit`: Get latest insider trades

    `lpsb`: Get latest penny stock buys

    `print_insider_data`: Print insider data

    `print_insider_data_chart`: Print insider data

    `stats`: Get OpenInsider stats for ticker

How to Use

Try the next two commands for ticker-specific information.

stats

The last 100 results are returned.

openbb.stocks.ins.stats('wmt')

	X	Filing Date	Trading Date	Ticker	Insider	Title	Trade Type	Price	Quantity	Owned	Delta Own	Value	Filing Link	Ticker Link	Insider Link
0		2023-05-01 17:18:33	2023-04-27	WMT	Furner John R.	EVP	S - Sale	$151.00	-4,375	288,434	-1%	-$660,625	http://www.sec.gov/Archives/edgar/data/104169/000112760223013917/xslF345X03/form4.xml	http://openinsider.com/WMT	http://openinsider.com/insider/Furner-John-R./1696737
1	M	2023-03-30 18:36:05	2023-03-29	WMT	Walton S Robson	Dir, 10%	S - Sale	$144.75	-3,412,370	1,249,821,970	0%	-$493,930,674	http://www.sec.gov/Archives/edgar/data/104169/000112760223011663/xslF345X03/form4.xml	http://openinsider.com/WMT	http://openinsider.com/insider/Walton-S-Robson/1219112

act

This command returns the information a bit differently.

openbb.stocks.ins.act('wmt')

Date	Shares Traded	Shares Held	Price	Type	Option	Insider
2023-03-27 00:00:00	341,149.00	249,123,886.00	144.23	Sell	No	WALTON S ROBSON
2023-03-27 00:00:00	341,149.00	249,123,886.00	144.23	Sell	No	WALTON ALICE L
2023-03-27 00:00:00	1,259,851.00	249,465,035.00	143.71	Sell	No	WALTON ALICE L
2023-03-28 00:00:00	1,640,457.00	247,483,429.00	144.06	Sell	No	WALTON S ROBSON
2023-03-28 00:00:00	267,874.00	247,215,555.00	144.7	Sell	No	WALTON S ROBSON
2023-03-28 00:00:00	1,640,457.00	247,483,429.00	144.06	Sell	No	WALTON ALICE L

Other functions in this module return all tickers, based on the latest SEC Form-4 filings.

lpsb

Short for, Latest Penny Stock Buys, this command filters for insider purchases of penny stocks.

openbb.stocks.ins.lpsb().head(3)

	X	Filing Date	Trade Date	Ticker	Company Name	Insider Name	Title	Trade Type	Price	Qty	Owned	Diff Own	Value
0	M	2023-05-17	2023-05-15	ADV	Advantage Solutions	Peacock David A	CEO	P - Purchase	$1.61	160000	1858112	+9%	+$257,752
		16:30:22			Inc.
1	-	2023-05-17	2023-05-17	SOND	Sonder Holdings Inc.	Rothenberg Philip L	GC,	P - Purchase	$0.45	300000	300000	New	+$135,000
		16:17:31					Secretary
2	M	2023-05-17	2023-05-15	SOND	Sonder Holdings Inc.	Davidson Francis	CEO	P - Purchase	$0.41	615645	4060224	+18%	+$249,596
		16:15:08

lit

Stands for, Latest Insider Trades, and returns the last one-hundred insider trades, market-wide.

openbb.stocks.ins.lit().head(3)

	X	Filing Date	Trade Date	Ticker	Company Name	Insider Name	Title	Trade Type	Price	Qty	Owned	Diff Own	Value
0	DM	2023-05-17	2023-05-15	AMZN	Amazon Com Inc	Selipsky Adam	CEO Amazon	S - Sale+OE	$110.47	-11260	150103	-7%	-$1,243,914
		16:40:35					Web
							Services
1	D	2023-05-17	2023-05-15	TDUP	Thredup Inc.	Nakache Patricia	Dir, 10%	S - Sale+OE	$3.01	-28123	76976	-27%	-$84,650
		16:39:59
2	-	2023-05-17	2023-05-15	RRC	Range Resources Corp	Scucchi Mark	EVP, CFO	S - Sale	$27.39	-153000	772540	-17%	-$4,190,670
		16:39:52

lip & lis filter for purchases and sales, respectively.

filter

The filter function is a customizable screener that allows scanning in greater detail. User-generated presets are saved in the OpenBBUserData folder, under: ~/OpenBBUserData/presets/stocks/insider. Presets included with the code are located in the source code, here. Use, template.ini, as a starting point. The following fields are allowed:

[General]
# Symbols or CIKs
Tickers =
# Insider Name or CIK
Insider =
SharePriceMin =
SharePriceMax =
LiquidityMinM =
LiquidityMaxM =

[Date]
# All dates, Custom, Latest Day, Last 3 days, Last 1 week, Last 2 weeks, Last 1 month, Last 2 months, Last 3 months, Last 6 months, Last 1 year, Last 2 years, Last 4 years.
FilingDate = All dates
# This is only regarded if FillingDate = Custom, format: dd/mm/yyyy
FilingDateFrom =
FilingDateTo =
# All dates, Custom, Latest Day, Last 3 days, Last 1 week, Last 2 weeks, Last 1 month, Last 2 months, Last 3 months, Last 6 months, Last 1 year, Last 2 years, Last 4 years.
TradingDate = All dates
# This is only regarded if FillingDate = Custom, format: dd/mm/yyyy
TradingDateFrom =
TradingDateTo =
# These values need to be smaller than 100
FilingDelayMin =
FilingDelayMax =
NDaysAgo =

[TransactionFiling]
# The following values are meant to be either: 'true' or empty for False.
P_Purchase = true
S_Sale = true
A_Grant =
D_SaleToLoss =
G_Gift =
NoDeriv =
F_Tax =
M_OptionEx =
X_OptionEx =
C_CnvDeriv =
W_Inherited =
MultipleDays =
# These values need to be multiples of 5
TradedMinK =
TradedMaxK =
# These values need to be between 0 and 100%
OwnChangeMinPct =
OwnChangeMaxPct =

[Industry]
# Available industry options at bottom of the file.
# Sector -> Subsector -> Industry
SectorSubsectorIndustry = All Sectors (except Funds)

[InsiderTitle]
# The following values are meant to be either: 'true' or empty for False.
COB =
CEO =
Pres =
COO =
CFO =
GC =
VP =
# 'Officer' includes all of the above: COB, CEO, Pres, COO, CFO, GC, VP
Officer =
Director =
10PctOwn =
Other =

[Others]
# Filing, Company.
GroupBy = Filing
# Filing Date, Trade Date, Ticker Symbol, Trade Value.
SortBy = Filing Date
# 100, 200, 300, 400, 500, 600, 700, 800, 900, 1000.
MaxResults = 100
# Between 1 and 99, inclusive.
Page = 1

# This only exists if GroupBy = Company
[CompanyTotals]
# These values need to be smaller than 100
FilingsMin =
FilingsMax =
# These values need to be smaller than 10
InsidersMin =
InsidersMax =
OfficersMin =
OfficersMax =
# These values need to be multiples of 5
TradedMinK =
TradedMaxK =
# These values need to be between 0 and 100%
OwnChangeMinPct =
OwnChangeMaxPct =

The sector industrial classification is also selectable. Most of the included presets are for filtering by industry. For example, Mortgages.

Do not include .ini in the preset name.

openbb.stocks.ins.filter("Mortgages")

	X	Filing Date	Trading Date	Ticker	Insider	Title	Trade Type	Price	Quantity	Owned	Delta Own	Value	Filing Link	Ticker Link	Insider Link	Company
0		2023-04-05 18:25:23	2023-04-04	PFSI	Spector David	COB, CEO	S - Sale	$59.71	-15,000	1,070,787	-1%	-$895,713	http://www.sec.gov/Archives/edgar/data/1745916/000112760223012621/xslF345X03/form4.xml	http://openinsider.com/PFSI	http://openinsider.com/insider/Spector-David/1275713	Pennymac Financial Services, Inc.
1	D	2023-04-04 17:32:57	2023-03-31	FOA	Blackstone Tactical Opportunities Associates - Nq L.L.C.	10%	P - Purchase	$1.38	+10,869,566	24,386,710	+80%	+$15,000,001	http://www.sec.gov/Archives/edgar/data/1828937/000089924323010452/xslF345X03/doc4.xml	http://openinsider.com/FOA	http://openinsider.com/insider/Blackstone-Tactical-Opportunities-Associates---Nq-L.L.C./1844883	Finance of America Companies Inc.
2	D	2023-04-04 17:31:43	2023-03-31	FOA	Bto Urban Holdings L.L.C.	10%	P - Purchase	$1.38	+10,869,566	24,386,710	+80%	+$15,000,001	http://www.sec.gov/Archives/edgar/data/1828937/000089924323010448/xslF345X03/doc4.xml	http://openinsider.com/FOA	http://openinsider.com/insider/Bto-Urban-Holdings-L.L.C./1854686	Finance of America Companies Inc.
3	D	2023-04-04 17:27:24	2023-03-31	FOA	Blackstone Tactical Opportunities Fund - U - Nq L.L.C.	10%	P - Purchase	$1.38	+10,869,566	24,386,710	+80%	+$15,000,001	http://www.sec.gov/Archives/edgar/data/1828937/000089924323010444/xslF345X03/doc4.xml	http://openinsider.com/FOA	http://openinsider.com/insider/Blackstone-Tactical-Opportunities-Fund---U---Nq-L.L.C./1853348	Finance of America Companies Inc.

Try the whales preset to track some of the big money:

openbb.stocks.ins.filter("whales")

	X	Filing Date	Trading Date	Ticker	Insider	Title	Trade Type	Price	Quantity	Owned	Delta Own	Value	Filing Link	Ticker Link	Insider Link	Company
0	DM	2023-05-15 21:26:39	2023-05-11	OXY	Berkshire Hathaway Inc	10%	P - Purchase	$58.06	+2,165,792	213,966,443	+1%	+$125,746,876	http://www.sec.gov/Archives/edgar/data/797468/000089924323013028/xslF345X03/doc4.xml	http://openinsider.com/OXY	http://openinsider.com/insider/Berkshire-Hathaway-Inc/1067983	Occidental Petroleum Corp /De/
1	M	2023-05-15 16:32:03	2023-05-11	MA	Mastercard Foundation	10%	S - Sale	$381.83	-377,448	99,808,197	0%	-$144,121,385	http://www.sec.gov/Archives/edgar/data/1141391/000089534523000297/xslF345X03/form4.xml	http://openinsider.com/MA	http://openinsider.com/insider/Mastercard-Foundation/1421897	Mastercard Inc
2		2023-05-12 19:50:56	2023-05-10	STZ	Ajb Business Holdings LP	Member of 10% owner group	S - Sale	$223.53	-650,000	3,365,715	-16%	-$145,294,500	http://www.sec.gov/Archives/edgar/data/16918/000089924323012892/xslF345X03/doc4.xml	http://openinsider.com/STZ	http://openinsider.com/insider/Ajb-Business-Holdings-LP/1955386	Constellation Brands, Inc.
3		2023-05-12 19:46:15	2023-05-10	STZ	Zmss Business Holdings LP	Member of 10% owner group	S - Sale	$223.53	-650,000	3,365,715	-16%	-$145,294,500	http://www.sec.gov/Archives/edgar/data/16918/000089924323012888/xslF345X03/doc4.xml	http://openinsider.com/STZ	http://openinsider.com/insider/Zmss-Business-Holdings-LP/1955193	Constellation Brands, Inc.