Where do I find information on insider holdings and insider trading?

Answer

Use Bloomberg, available on select computers in the Business Library, or virtually.

  • 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.

  • Last Updated Mar 30, 2022
  • Views 0
  • Answered By Todd DeGraff

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