GET/insider-ownership

Get insider ownership

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.

Financial Datasets·$0.025 per call

Example code

// Using @orth/sdk - The simplest way to call APIs
// Install: npm install @orth/sdk
import Orthogonal from "@orth/sdk";

const orthogonal = new Orthogonal({
  apiKey: process.env.ORTHOGONAL_API_KEY,
});

const output = await orthogonal.run({
  api: "financial-datasets",
  path: "/insider-ownership",
  query: {
    "ticker": "example"
  }
});

console.log(output);

Query parameters

tickerrequired

string

The ticker symbol of the company.

name

string

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

form_type

string

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

filing_date

string

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

filing_date_gte

string

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

filing_date_lte

string

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

filing_date_gt

string

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

filing_date_lt

string

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

limit

integer

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`.

cursor

string

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.