Insider trading

In Capital IQ

1. Type in the company name or ticker in the search bar.

2. On the left hand side navigation under Investors click Public Ownership.

3. Click on the Insider Trading tab.

In BamSEC

1. Type the company name or ticker in the search bar at the top of the page and select the appropriate company to load the summary page.

2. From the menu choose Insider Transactions. 

In LSEG Workspace

1. Type the company name or ticker in the search bar at the top of the page and select the appropriate company to load the summary page.

2. Hover over the Ownership tab and select Insider Report.

3. You can view Strategic Entities, Insider Summary, and Insider Transactions.

In Bloomberg

• For company holdings:

  1. Type the Ticker symbol of the equity you want, hit the yellow Equity key and hit GO.

  2. Type PHDC3 and hit GO.

• For individual holdings:

  1. Type the Ticker symbol of the equity you want, hit the yellow Equity key and hit GO.

  2. Select 1) Company Overview

  3. Select 16) Management Holdings.

  4. Click on the security then on the person, Reported Holdings  is a section on this screen.

• For stocks that have experienced the most purchases and sales by insiders.

  1. Type: INSD and hit GO.

  2. Use the fields at the top of the screen to select country, time period, type of transaction.

  3. Click on a stock to display a graph of its historical prices with date of insider transactions.

  4. For further information, type insider and hit the green Help key.

Holdings data is also available in SecForm4.Com