Where do I find information on insider holdings and insider trading?
Answer
Use Bloomberg, available on select computers in the Business Library.
- For specific insider holdings, type the ticker symbol of the equity you want, hit the yellow <EQUITY> key and hit <GO>.
- Choose Company Info, then Management Profile.
- Choose a person and then choose Reported Holdings.
- To access the Holdings Menu on Bloomberg, type the ticker, hit the <EQUITY> key. Then, type PHDC and hit <GO>. Choose Insiders only.
For a ranking of CEOs by the number of shares they hold in their companies*:
- Type WEH and hit <GO>.
*Only for companies in the S&P 500, FTSE 350, and the Nikkei 225.
For stocks that have experienced the most purchases and sales by insiders:
- Type INSD and hit <GO>.
- Use the fields at the top of the screen to select country, time period, and type of transaction.
- Click on a stock to display a graph of its historical prices with date of insider transactions.
For historical insider information, look at the Official Summary of Security Transactions and Holdings (SEC), which covers the years 1976-1999. This is a print source; sign in with your HawkID and password to request issues.