Insider Ownership
See what company insiders actually own, from SEC Forms 3 and 5. Initial ownership statements and annual holdings for officers, directors, and 10% owners.
Overview
The insider ownership API gives you the ownership statements of public company insiders: what CEOs, CFOs, directors, and 10% owners actually hold, not just what they traded. It is sourced from SEC Form 3 (an insider’s initial statement of ownership, filed when they become an insider) and Form 5 (the annual statement). It complements the insider trades API, which covers the buys and sells in between: trades are the events, ownership statements are the state. You can answer questions like:- What did a new director own on the day they joined the board?
- What positions does an insider report in their annual statement, including options and RSUs?
- Which insiders hold their shares indirectly, through trusts or LLCs?
Coverage
Available Tickers
You can fetch a list of companies with insider ownership statements with aGET request to:
https://api.financialdatasets.ai/insider-ownership/tickers/
Available Insiders
You can fetch a list of insider names for a given ticker with aGET request to:
https://api.financialdatasets.ai/insider-ownership/names/?ticker=AAPL
Getting Started
There are only 3 steps for making a successful API call:- Add your API key to the header of the request as
X-API-KEY. - Add query params like
tickerandlimitto filter the data. - Execute the API request.
Filtering the Data
You can filter the data byticker (required), plus name, form_type, limit, and filing_date.
Note: by default, limit is 10 (max 1000), name is null, and form_type is null.
The name parameter matches insider names (case-insensitive contains). You can get the list of available names for a ticker from the /names endpoint above.
The form_type parameter filters to 3 (initial ownership statements), 5 (annual statements), or their amendments 3/A and 5/A.
The filing_date parameter is used to filter by when filings were submitted. For example, you can include filters like filing_date_lte=2026-06-30 and filing_date_gte=2026-01-01 to get statements filed in the first half of 2026.
The available filing_date operations are:
filing_date_ltefiling_date_ltfiling_date_gtefiling_date_gtfiling_date
Example
Example (with name)
Example (initial statements only)
Authorizations
API key for authentication.
Query Parameters
The ticker symbol of the company.
Filter by insider name (case-insensitive contains). Use the /insider-ownership/names endpoint to get available names for a ticker.
Filter by SEC form type: 3 for initial ownership statements, 5 for annual statements (or their amendments 3/A, 5/A).
3, 3/A, 5, 5/A Filter by exact filing date in YYYY-MM-DD format.
Filter by filing date greater than or equal to this date (YYYY-MM-DD).
Filter by filing date less than or equal to this date (YYYY-MM-DD).
Filter by filing date greater than this date (YYYY-MM-DD).
Filter by filing date less than this date (YYYY-MM-DD).
The maximum number of rows to return (default: 10, max: 1000).
Response
Insider ownership response