> ## Documentation Index > Fetch the complete documentation index at: https://docs.finterm.ai/llms.txt > Use this file to discover all available pages before exploring further. # SEC Form 4 insider transactions with a trailing 90-day open-market summary. > Get insider transactions and holdings filed with the SEC by a company’s officers, directors, and 10% owners, normalized into one row per reported security event. Each row carries the owner’s role flags, the transaction code and type, shares, price, value, post-transaction ownership, whether it was part of a pre-arranged trading plan, and the source filing URL. A summary block reports the trailing 90-day open-market net value with buy and sell counts, and whether that window was fully scanned. Pass a date to get the view as of a specific filing date. ## OpenAPI ````yaml /api-reference/openapi-mintlify.json post /api/v1/ownership/insider-trades openapi: 3.0.3 info: title: Finterm API version: 1.0.0 description: >- The Finterm financial-data API. Every response is the two-key envelope: `finterm` (the meta header) and `data` (the published result contract), or `finterm` + `error` on failure. ## Error registry | Code | HTTP | Description | Message | | --- | --- | --- | --- | | `INVALID_REQUEST` | 400 | The request body failed schema validation, or the tool rejected the parameters as invalid or incomplete. | The request parameters are invalid or incomplete. | | `INVALID_JSON` | 400 | The request body was not valid JSON. | The request body was not valid JSON. | | `TOKEN_INVALID` | 401 | The bearer token is missing, expired, or not recognized. | The API key is missing, expired, or not recognized. | | `SUBSCRIPTION_REQUIRED` | 402 | An active Finterm Pro subscription is required. The envelope carries the machine-readable error.upgrade_url; after checkout there, retrying succeeds automatically. | An active Finterm Pro subscription is required. | | `RATE_LIMITED` | 429 | The caller has exceeded the request rate limit; retry later. | Too many requests; retry later. | | `RUNTIME_UNAVAILABLE` | 503 | The tool runtime is not available for this deployment. | The service is temporarily unavailable; retry later. | | `RUNTIME_QUEUE_FULL` | 429 | The tool runtime queue is full; retry later. | The service is busy; retry later. | | `RUNTIME_TOOL_UNAVAILABLE` | 501 | The tool is routed but not yet runnable. | This tool is not yet available. | | `RUNTIME_RUN_FAILED` | 502 | The tool runtime reported the run as a non-success terminal state. | The run did not complete successfully. | | `RUNTIME_CONTRACT_MISMATCH` | 502 | The tool runtime returned a result that did not match the published contract. | The service returned an unexpected result shape. | | `TOOL_EXECUTION_FAILED` | 502 | The tool executed but reported an upstream failure. | The tool ran but could not complete the request. | | `UPSTREAM_AUTH` | 502 | A data source rejected the service’s own credentials. A service-side configuration fault, not a caller authentication problem. | A data source could not be accessed due to a service configuration issue. | | `UPSTREAM_QUOTA` | 503 | A data source is over its service-side usage limit; retry later. | A data source is temporarily over capacity; retry later. | | `UPSTREAM_UNAVAILABLE` | 502 | A data source failed, timed out, or returned an unusable response; retry later. | A data source is temporarily unavailable; retry later. | | `BUNDLE_NOT_FOUND` | 404 | No bundle exists with the requested name. | No bundle exists with the requested name. | | `RUN_NOT_FOUND` | 404 | No run exists with the requested id for this caller. | No run exists with the requested id. | | `MANIFEST_NOT_READY` | 409 | The run has not completed, so the sync manifest is not yet available. | The run has not completed yet. | servers: - url: https://api.finterm.ai description: Production security: - bearerAuth: [] tags: - name: Point Tools description: Single-purpose data tools (one request, one synchronous result). - name: Bundle Tools description: Composed multi-section tools served via the run lifecycle. - name: Account description: The authenticated account/entitlement read (works without Pro). - name: Feedback description: Submit bugs, questions, and feature requests (works without Pro). paths: /api/v1/ownership/insider-trades: post: tags: - Point Tools summary: >- SEC Form 4 insider transactions with a trailing 90-day open-market summary. description: >- Get insider transactions and holdings filed with the SEC by a company’s officers, directors, and 10% owners, normalized into one row per reported security event. Each row carries the owner’s role flags, the transaction code and type, shares, price, value, post-transaction ownership, whether it was part of a pre-arranged trading plan, and the source filing URL. A summary block reports the trailing 90-day open-market net value with buy and sell counts, and whether that window was fully scanned. Pass a date to get the view as of a specific filing date. operationId: insiderTrades requestBody: required: true content: application/json: schema: type: object properties: ticker: type: string description: Stock ticker symbol as_of_date: type: string pattern: ^\d{4}-(0[1-9]|1[0-2])-(0[1-9]|[12]\d|3[01])$ description: Filing-date cutoff in YYYY-MM-DD format limit: description: Maximum rows to return type: integer minimum: 1 maximum: 500 transaction_codes: description: Form 4 transaction-code filters type: array items: type: string enum: - P - S - A - M - F - G - C - W include_derivatives: description: Include derivative-security rows type: boolean include_holdings: description: Include ownership-statement rows type: boolean required: - ticker additionalProperties: false responses: '200': description: Success. content: application/json: schema: type: object description: The two-key success envelope. properties: finterm: $ref: '#/components/schemas/FintermMeta' data: $ref: '#/components/schemas/InsiderTrades' required: - finterm - data '400': description: Error (INVALID_REQUEST, INVALID_JSON). content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' '401': description: Error (TOKEN_INVALID). content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' '402': description: Error (SUBSCRIPTION_REQUIRED). content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' '404': description: Error (BUNDLE_NOT_FOUND, RUN_NOT_FOUND). content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' '409': description: Error (MANIFEST_NOT_READY). content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' '429': description: Error (RATE_LIMITED, RUNTIME_QUEUE_FULL). content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' '501': description: Error (RUNTIME_TOOL_UNAVAILABLE). content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' '502': description: >- Error (RUNTIME_RUN_FAILED, RUNTIME_CONTRACT_MISMATCH, TOOL_EXECUTION_FAILED, UPSTREAM_AUTH, UPSTREAM_UNAVAILABLE). content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' '503': description: Error (RUNTIME_UNAVAILABLE, UPSTREAM_QUOTA). content: application/json: schema: $ref: '#/components/schemas/ErrorEnvelope' x-codeSamples: - lang: bash label: Recent insider transactions for one symbol. source: finterm tool insider_trades AAPL --as-of-date 2024-03-15 components: schemas: FintermMeta: type: object description: Canonical result meta header. properties: schema: type: string description: The published result contract id. tool: type: string description: The snake_case tool id. args: type: object additionalProperties: true description: The arguments the caller requested. request_id: type: string description: Server-set, ephemeral request id. cursor: type: string description: Opaque pagination cursor (feed tools only). required: - schema - tool - args InsiderTrades: type: object properties: ticker: type: string as_of_date: type: string trades: type: array items: type: object properties: ticker: type: string issuer: type: string name: type: string title: nullable: true type: string is_board_director: type: boolean is_officer: type: boolean is_ten_percent_owner: type: boolean record_type: type: string enum: - transaction - holding transaction_date: nullable: true type: string filing_date: type: string transaction_code: nullable: true type: string transaction_type: nullable: true type: string acquired_disposed: nullable: true type: string enum: - A - D transaction_shares: nullable: true type: number transaction_price_per_share: nullable: true type: number transaction_value: nullable: true type: number shares_owned_after_transaction: nullable: true type: number direct_or_indirect: nullable: true type: string enum: - D - I nature_of_ownership: nullable: true type: string security_title: type: string security_type: type: string enum: - non_derivative - derivative is_10b5_1_plan: type: boolean filing_url: type: string required: - ticker - issuer - name - title - is_board_director - is_officer - is_ten_percent_owner - record_type - transaction_date - filing_date - transaction_code - transaction_type - acquired_disposed - transaction_shares - transaction_price_per_share - transaction_value - shares_owned_after_transaction - direct_or_indirect - nature_of_ownership - security_title - security_type - is_10b5_1_plan - filing_url additionalProperties: false summary: type: object properties: open_market_net_value_90d: type: number buy_count_90d: type: number sell_count_90d: type: number window_complete: type: boolean required: - open_market_net_value_90d - buy_count_90d - sell_count_90d - window_complete additionalProperties: false truncated: type: boolean required: - ticker - as_of_date - trades - summary - truncated additionalProperties: false ErrorEnvelope: type: object description: The two-key error envelope. properties: finterm: $ref: '#/components/schemas/FintermMeta' error: type: object properties: code: type: string description: Stable public error code. message: type: string description: Human-readable, external-clean message. upgrade_url: type: string description: >- Machine-readable upgrade URL, present only on SUBSCRIPTION_REQUIRED (402): complete checkout there, then retry; access activates automatically. required: - code - message required: - finterm - error securitySchemes: bearerAuth: type: http scheme: bearer description: A live account API key from `FINTERM_API_KEY`. ````