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GET
Get insider ownership

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?
Positions are returned as reported per filing (point-in-time statements), newest filings first. To get started, please create an account and grab your API key at financialdatasets.ai. You will use the API key to authenticate your API requests.

Coverage

Available Tickers

You can fetch a list of companies with insider ownership statements with a GET request to: https://api.financialdatasets.ai/insider-ownership/tickers/

Available Insiders

You can fetch a list of insider names for a given ticker with a GET request to: https://api.financialdatasets.ai/insider-ownership/names/?ticker=AAPL

Getting Started

There are only 3 steps for making a successful API call:
  1. Add your API key to the header of the request as X-API-KEY.
  2. Add query params like ticker and limit to filter the data.
  3. Execute the API request.

Filtering the Data

You can filter the data by ticker (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_lte
  • filing_date_lt
  • filing_date_gte
  • filing_date_gt
  • filing_date

Example

Insider Ownership

Example (with name)

Insider Ownership

Example (initial statements only)

Insider Ownership

Authorizations

X-API-KEY
string
header
required

API key for authentication.

Query Parameters

ticker
string
required

The ticker symbol of the company.

name
string

Filter by insider name (case-insensitive contains). Use the /insider-ownership/names endpoint to get available names for a ticker.

form_type
enum<string>

Filter by SEC form type: 3 for initial ownership statements, 5 for annual statements (or their amendments 3/A, 5/A).

Available options:
3,
3/A,
5,
5/A
filing_date
string<date>

Filter by exact filing date in YYYY-MM-DD format.

filing_date_gte
string<date>

Filter by filing date greater than or equal to this date (YYYY-MM-DD).

filing_date_lte
string<date>

Filter by filing date less than or equal to this date (YYYY-MM-DD).

filing_date_gt
string<date>

Filter by filing date greater than this date (YYYY-MM-DD).

filing_date_lt
string<date>

Filter by filing date less than this date (YYYY-MM-DD).

limit
integer
default:10

The maximum number of rows to return (default: 10, max: 1000).

Response

Insider ownership response

insider_ownership
object[]