How do I find information about insiders or insider trading? (2024)

Mergent Online: Search for a company to access its profile. In the company profile, click theOwnershiptab. Then choose the Insiders or Insider trades sub-tabs.

Pitchbook: Search for a company to access its profile. In the company profile, clickOwnershipin the menu to the left. Onthe Ownership screen click theInsidertab.

Factiva: Click Companies/Markets in the top navigation menu. Search for a company to access its company snapshot. In the snapshot, selectOwnership fromthe menu on the left. Scroll down to see information on Insiders.

Nexis Uni: Select Menu > Company Dossier from the top of the screen. Search for a company. In the company dossier, select SEC filings and choose Insider Trading Files.

For Canadian information, view the public access filings on System for Electronic Disclosure by Insiders (SEDI).

Bloomberg (available in the Business Library):

In the command line, type a ticker symbol, then hit the Equity key, type PHDC, and hit <GO> (e.g. AAPL US <Equity> PHDC <GO>). See Insiders, Sorted by Size orInsider Transactions.
To screen for stockswith significant insider activity, type in the commandINSD and hit <GO> (e.g. INSD <GO>). Use the drop-downs at the top of the screen to select country, sector, time period, and type of transaction.
For more information on insiders typeinsider and hit the <Help> key (e.g. insider <Help>).

Capital IQ (available in the Business Library): Search for the company you are interested in to access its profile. In the company profile, use the menu on the left to select Public Ownership under the Investors heading. In the Public Ownership summary,click the Insider Trading tab.