[{"data":1,"prerenderedAt":1888},["ShallowReactive",2],{"doc-features/insider-trading-dashboard":3},{"id":4,"title":5,"appLink":6,"body":7,"category":1868,"description":1869,"extension":1870,"level":1871,"meta":1872,"navigation":1873,"next":1874,"path":1875,"related":1876,"seo":1880,"stem":1881,"tags":1882,"__hash__":1887,"_path":1875},"docs/docs/features/insider-trading-dashboard.md","Using the Insider Trading Dashboard","/insiders-company-search",{"type":8,"value":9,"toc":1812},"minimark",[10,14,25,30,33,38,57,62,88,92,97,102,108,114,128,132,137,142,156,160,164,169,180,185,199,203,208,214,219,230,236,242,247,258,262,265,270,276,282,287,301,306,329,335,341,349,355,360,366,371,375,381,407,412,417,428,433,447,452,469,475,479,483,487,492,503,508,534,538,541,546,552,558,563,577,582,587,593,599,605,611,616,620,625,631,637,643,649,657,663,668,679,683,688,702,712,716,720,726,731,742,748,752,758,772,778,782,787,801,924,930,934,938,944,949,973,983,987,992,996,1036,1044,1048,1053,1057,1080,1088,1092,1097,1101,1131,1139,1143,1147,1152,1319,1324,1341,1345,1350,1381,1386,1418,1424,1428,1433,1455,1460,1464,1468,1473,1487,1492,1503,1509,1513,1517,1522,1533,1538,1542,1547,1558,1564,1568,1573,1587,1596,1600,1605,1619,1627,1631,1636,1639,1644,1647,1652,1655,1660,1663,1668,1671,1676,1679,1683,1687,1692,1703,1708,1712,1718,1729,1734,1738,1744,1749,1753,1763,1768,1772,1777,1791,1796,1800,1806],[11,12,5],"h1",{"id":13},"using-the-insider-trading-dashboard",[15,16,17],"blockquote",{},[18,19,20,24],"p",{},[21,22,23],"strong",{},"Educational Resource:"," This guide explains how to interpret features in Profitelligence. Past performance does not guarantee future results. Nothing in this documentation constitutes investment advice.",[26,27,29],"h2",{"id":28},"what-is-the-insider-trading-dashboard","What Is the Insider Trading Dashboard?",[18,31,32],{},"The Insider Trading Dashboard is your command center for monitoring Form 4 insider transactions in real-time. We process SEC filings within minutes and surface the most meaningful trades - helping you follow the \"smart money.\"",[18,34,35],{},[21,36,37],{},"What you track:",[39,40,41,45,48,51,54],"ul",{},[42,43,44],"li",{},"Officer, director, and 10% owner transactions",[42,46,47],{},"Buy and sell activity across all public companies",[42,49,50],{},"Transaction sizes, prices, and timing",[42,52,53],{},"Direct vs. indirect ownership changes",[42,55,56],{},"Clustering patterns (multiple insiders trading together)",[18,58,59],{},[21,60,61],{},"Who benefits:",[39,63,64,70,76,82],{},[42,65,66,69],{},[21,67,68],{},"Momentum traders"," following insider buying clusters",[42,71,72,75],{},[21,73,74],{},"Value investors"," finding discounted stocks insiders are accumulating",[42,77,78,81],{},[21,79,80],{},"Risk managers"," watching for insider selling accelerations",[42,83,84,87],{},[21,85,86],{},"Event traders"," combining insider activity with corporate actions",[26,89,91],{"id":90},"where-to-find-it","Where to Find It",[18,93,94],{},[21,95,96],{},"Two main access points:",[98,99,101],"h3",{"id":100},"company-search-view","Company Search View",[18,103,104,107],{},[21,105,106],{},"Path:"," Dashboard → Insider Company Search",[18,109,110,113],{},[21,111,112],{},"Purpose:"," Find insider activity for a specific ticker",[39,115,116,119,122,125],{},[42,117,118],{},"Search by company name or ticker symbol",[42,120,121],{},"See all insider trades for that company",[42,123,124],{},"View aggregated insider profiles",[42,126,127],{},"Filter by transaction type, role, and date",[98,129,131],{"id":130},"person-search-view","Person Search View",[18,133,134,136],{},[21,135,106],{}," Dashboard → Insider Person Search",[18,138,139,141],{},[21,140,112],{}," Track a specific insider across all their holdings",[39,143,144,147,150,153],{},[42,145,146],{},"Search by insider name",[42,148,149],{},"See all companies where they trade",[42,151,152],{},"View their transaction history",[42,154,155],{},"Understand their trading patterns",[26,157,159],{"id":158},"company-search-finding-insider-activity","Company Search: Finding Insider Activity",[98,161,163],{"id":162},"searching-for-a-company","Searching for a Company",[18,165,166],{},[21,167,168],{},"Search bar at top:",[39,170,171,174,177],{},[42,172,173],{},"Type ticker symbol (e.g., \"AAPL\") or company name (\"Apple\")",[42,175,176],{},"Auto-complete suggests matches",[42,178,179],{},"Press Enter or click company to load data",[18,181,182],{},[21,183,184],{},"What loads:",[39,186,187,190,193,196],{},[42,188,189],{},"All Form 4 transactions for last 90 days (default)",[42,191,192],{},"Summary statistics (total buys, sells, net activity)",[42,194,195],{},"List of all insiders who've traded",[42,197,198],{},"Individual transaction details",[98,200,202],{"id":201},"understanding-the-summary-stats","Understanding the Summary Stats",[18,204,205],{},[21,206,207],{},"Top of page shows:",[18,209,210,213],{},[21,211,212],{},"Total Transactions:","\nCount of all insider trades in the period",[18,215,216],{},[21,217,218],{},"Net Buy/Sell Activity:",[39,220,221,224,227],{},[42,222,223],{},"Green (positive) = More buying than selling",[42,225,226],{},"Red (negative) = More selling than buying",[42,228,229],{},"Shows total dollar value net",[18,231,232,235],{},[21,233,234],{},"Number of Insiders Active:","\nHow many different insiders traded",[18,237,238,241],{},[21,239,240],{},"Average Transaction Size:","\nTypical trade amount for this company",[18,243,244],{},[21,245,246],{},"Use these for quick assessment:",[39,248,249,252,255],{},[42,250,251],{},"High transaction count + net buying = Strong signal",[42,253,254],{},"Low activity + mixed signals = Neutral",[42,256,257],{},"Accelerating selling + large amounts = Caution",[98,259,261],{"id":260},"the-transaction-table","The Transaction Table",[18,263,264],{},"Each row represents one Form 4 transaction:",[18,266,267],{},[21,268,269],{},"Columns:",[18,271,272,275],{},[21,273,274],{},"Date:","\nTransaction date (when the trade occurred, not filing date)",[18,277,278,281],{},[21,279,280],{},"Insider Name:","\nWho traded - click name to see their full profile across all companies",[18,283,284],{},[21,285,286],{},"Role:",[39,288,289,292,295,298],{},[42,290,291],{},"Officer (CEO, CFO, etc.)",[42,293,294],{},"Director (board member)",[42,296,297],{},"10% Owner (major shareholder)",[42,299,300],{},"Shows specific title if officer",[18,302,303],{},[21,304,305],{},"Type:",[39,307,308,315,322],{},[42,309,310,311,314],{},"🟢 ",[21,312,313],{},"Buy (A)"," - Acquired shares",[42,316,317,318,321],{},"🔴 ",[21,319,320],{},"Sell (D)"," - Disposed of shares",[42,323,324,325,328],{},"⚪ ",[21,326,327],{},"Other"," - Grants, options, transfers",[18,330,331,334],{},[21,332,333],{},"Shares:","\nNumber of shares transacted",[18,336,337,340],{},[21,338,339],{},"Price:","\nPrice per share",[39,342,343,346],{},[42,344,345],{},"\"Various prices\" if multiple transactions at different prices",[42,347,348],{},"Blank if non-market transaction (gift, grant)",[18,350,351,354],{},[21,352,353],{},"Value:","\nTotal dollar amount (Shares × Price)",[39,356,357],{},[42,358,359],{},"This is the key number for gauging significance",[18,361,362,365],{},[21,363,364],{},"Filing:","\nLink to SEC filing (Form 4) with accession number",[39,367,368],{},[42,369,370],{},"Click to verify details on SEC.gov",[98,372,374],{"id":373},"sorting-and-filtering","Sorting and Filtering",[18,376,377,380],{},[21,378,379],{},"Sort Options:","\nClick column headers to sort:",[39,382,383,389,395,401],{},[42,384,385,388],{},[21,386,387],{},"By Date"," - See most recent first",[42,390,391,394],{},[21,392,393],{},"By Value"," - See largest transactions first",[42,396,397,400],{},[21,398,399],{},"By Insider Name"," - Alphabetical",[42,402,403,406],{},[21,404,405],{},"By Type"," - Group buys vs. sells",[18,408,409],{},[21,410,411],{},"Filter Options:",[18,413,414],{},[21,415,416],{},"Transaction Type:",[39,418,419,422,425],{},[42,420,421],{},"All transactions (default)",[42,423,424],{},"Buys only",[42,426,427],{},"Sells only",[18,429,430],{},[21,431,432],{},"Insider Role:",[39,434,435,438,441,444],{},[42,436,437],{},"All roles (default)",[42,439,440],{},"Officers only",[42,442,443],{},"Directors only",[42,445,446],{},"10% Owners only",[18,448,449],{},[21,450,451],{},"Date Range:",[39,453,454,457,460,463,466],{},[42,455,456],{},"Last 7 days",[42,458,459],{},"Last 30 days",[42,461,462],{},"Last 90 days (default)",[42,464,465],{},"Last year",[42,467,468],{},"Custom date range",[18,470,471,474],{},[21,472,473],{},"Combining filters:","\nExample: Officers only + Buys only + Last 30 days\n→ Shows only officer purchases in the last month",[26,476,478],{"id":477},"person-search-tracking-individual-insiders","Person Search: Tracking Individual Insiders",[98,480,482],{"id":481},"searching-for-an-insider","Searching for an Insider",[18,484,485,136],{},[21,486,106],{},[18,488,489],{},[21,490,491],{},"Search by name:",[39,493,494,497,500],{},[42,495,496],{},"Type insider's full or partial name",[42,498,499],{},"System searches across all Form 4 filers",[42,501,502],{},"Select from dropdown suggestions",[18,504,505],{},[21,506,507],{},"What you'll see:",[39,509,510,516,522,528],{},[42,511,512,515],{},[21,513,514],{},"Insider Profile Summary"," - Their activity stats",[42,517,518,521],{},[21,519,520],{},"Companies Traded"," - All companies where they've filed Form 4s",[42,523,524,527],{},[21,525,526],{},"Recent Transactions"," - Chronological transaction history",[42,529,530,533],{},[21,531,532],{},"Trading Patterns"," - Frequency, size, timing analysis",[98,535,537],{"id":536},"the-insider-profile-page","The Insider Profile Page",[18,539,540],{},"When you click an insider name, you see their complete profile:",[18,542,543],{},[21,544,545],{},"Header Section:",[18,547,548,551],{},[21,549,550],{},"Name and CIK:","\nCentral Index Key - their unique SEC identifier",[18,553,554,557],{},[21,555,556],{},"Primary Role:","\nMost common role across their holdings (if they're on multiple boards)",[18,559,560],{},[21,561,562],{},"Activity Level:",[39,564,565,568,571,574],{},[42,566,567],{},"Very Active (10+ transactions per quarter)",[42,569,570],{},"Active (5-10 transactions)",[42,572,573],{},"Moderate (2-5 transactions)",[42,575,576],{},"Occasional (\u003C2 transactions)",[18,578,579],{},[21,580,581],{},"Summary Stats (Last 90 Days):",[18,583,584,586],{},[21,585,212],{},"\nHow many trades they've made across all companies",[18,588,589,592],{},[21,590,591],{},"Companies Traded:","\nNumber of different companies (indicates if they're on multiple boards)",[18,594,595,598],{},[21,596,597],{},"Total Buy Value:","\nSum of all purchases",[18,600,601,604],{},[21,602,603],{},"Total Sell Value:","\nSum of all sales",[18,606,607,610],{},[21,608,609],{},"Net Position Change:","\nBuy value - Sell value (net exposure change)",[18,612,613,615],{},[21,614,240],{},"\nTypical trade size for this insider",[98,617,619],{"id":618},"companies-traded-table","Companies Traded Table",[18,621,622],{},[21,623,624],{},"Shows all companies where this insider has traded:",[18,626,627,630],{},[21,628,629],{},"Company Name & Ticker:","\nClick to see their specific history at that company",[18,632,633,636],{},[21,634,635],{},"Transactions:","\nNumber of trades at this company",[18,638,639,642],{},[21,640,641],{},"Buy/Sell Value:","\nDollar amounts bought and sold",[18,644,645,648],{},[21,646,647],{},"Net Value:","\nNet position change at this company",[39,650,651,654],{},[42,652,653],{},"Green = Net buying",[42,655,656],{},"Red = Net selling",[18,658,659,662],{},[21,660,661],{},"Last Trade Date:","\nWhen they most recently traded this company",[18,664,665],{},[21,666,667],{},"Use this to understand:",[39,669,670,673,676],{},[42,671,672],{},"Are they buying across the board (bullish on market?)",[42,674,675],{},"Selling at one company while buying others (rotation?)",[42,677,678],{},"Focused activity at one company (specific conviction?)",[98,680,682],{"id":681},"recent-transactions-timeline","Recent Transactions Timeline",[18,684,685],{},[21,686,687],{},"Chronological list of all Form 4s:",[39,689,690,693,696,699],{},[42,691,692],{},"See patterns over time",[42,694,695],{},"Identify clustering (multiple trades same day/week)",[42,697,698],{},"Spot changes in behavior",[42,700,701],{},"Compare to price movements",[18,703,704,707,708,711],{},[21,705,706],{},"Desktop view:"," Full table with all details\n",[21,709,710],{},"Mobile view:"," Card-based scrolling list",[26,713,715],{"id":714},"advanced-analysis-features","Advanced Analysis Features",[98,717,719],{"id":718},"transaction-clustering-detection","Transaction Clustering Detection",[18,721,722,725],{},[21,723,724],{},"What is clustering?","\nWhen multiple insiders at the same company trade within a short timeframe (typically same week)",[18,727,728],{},[21,729,730],{},"How we show it:",[39,732,733,736,739],{},[42,734,735],{},"Visual indicator when 3+ insiders trade within 5 days",[42,737,738],{},"\"Cluster\" tag on relevant transactions",[42,740,741],{},"Summary count: \"5 insiders bought this week\"",[18,743,744,747],{},[21,745,746],{},"Why it matters:","\nClusters historically precede significant moves. Multiple insiders independently reaching the same conclusion suggests shared information or confidence.",[98,749,751],{"id":750},"aggregated-insider-view","Aggregated Insider View",[18,753,754,757],{},[21,755,756],{},"Summary by insider:","\nInstead of individual transactions, see:",[39,759,760,763,766,769],{},[42,761,762],{},"Total activity per insider over selected period",[42,764,765],{},"Net shares bought/sold by each person",[42,767,768],{},"Net dollar value per insider",[42,770,771],{},"Compare activity across the insider pool",[18,773,774,777],{},[21,775,776],{},"Use case:","\nQuickly spot which insiders are most active and in which direction.",[98,779,781],{"id":780},"price-context-integration","Price Context Integration",[18,783,784],{},[21,785,786],{},"Transaction cards show:",[39,788,789,792,795,798],{},[42,790,791],{},"Stock price on transaction date",[42,793,794],{},"Current stock price",[42,796,797],{},"% change since transaction",[42,799,800],{},"Whether insider \"timed it well\"",[18,802,803,806,807,923],{},[21,804,805],{},"Example:","\nCEO bought at ",[808,809,812,869],"span",{"className":810},[811],"katex",[808,813,816],{"className":814},[815],"katex-mathml",[817,818,820],"math",{"xmlns":819},"http://www.w3.org/1998/Math/MathML",[821,822,823,864],"semantics",{},[824,825,826,830,835,839,842,845,848,851,854,856,859,862],"mrow",{},[827,828,829],"mn",{},"50",[831,832,834],"mo",{"separator":833},"true",",",[836,837,838],"mi",{},"s",[836,840,841],{},"t",[836,843,844],{},"o",[836,846,847],{},"c",[836,849,850],{},"k",[836,852,853],{},"n",[836,855,844],{},[836,857,858],{},"w",[836,860,861],{},"a",[836,863,841],{},[865,866,868],"annotation",{"encoding":867},"application/x-tex","50, stock now at ",[808,870,873],{"className":871,"ariaHidden":833},[872],"katex-html",[808,874,877,882,886,890,895,899,902,906,910,913,917,920],{"className":875},[876],"base",[808,878],{"className":879,"style":881},[880],"strut","height:0.8889em;vertical-align:-0.1944em;",[808,883,829],{"className":884},[885],"mord",[808,887,834],{"className":888},[889],"mpunct",[808,891],{"className":892,"style":894},[893],"mspace","margin-right:0.1667em;",[808,896,838],{"className":897},[885,898],"mathnormal",[808,900,841],{"className":901},[885,898],[808,903,905],{"className":904},[885,898],"oc",[808,907,909],{"className":908},[885,898],"kn",[808,911,844],{"className":912},[885,898],[808,914,858],{"className":915,"style":916},[885,898],"margin-right:0.02691em;",[808,918,861],{"className":919},[885,898],[808,921,841],{"className":922},[885,898],"65 → +30% gain\n→ Shows green indicator and % gain",[18,925,926,929],{},[21,927,928],{},"Why this matters:","\nTrack which insiders have historically good timing. Some insiders consistently buy before runs or sell before declines.",[26,931,933],{"id":932},"practical-workflows","Practical Workflows",[98,935,937],{"id":936},"workflow-1-daily-monitoring","Workflow 1: Daily Monitoring",[18,939,940,943],{},[21,941,942],{},"Goal:"," Catch significant insider activity each day",[18,945,946],{},[21,947,948],{},"Steps:",[950,951,952,955,958,961,964,967,970],"ol",{},[42,953,954],{},"Open Insider Company Search",[42,956,957],{},"Set date filter: Last 7 days",[42,959,960],{},"Set transaction filter: Buys only",[42,962,963],{},"Sort by Value (largest first)",[42,965,966],{},"Scan top 20 transactions",[42,968,969],{},"Click interesting companies to see full context",[42,971,972],{},"Add promising candidates to watchlist",[18,974,975,978,979,982],{},[21,976,977],{},"Time:"," 10-15 minutes\n",[21,980,981],{},"Frequency:"," Daily before or after market",[98,984,986],{"id":985},"workflow-2-stock-specific-deep-dive","Workflow 2: Stock-Specific Deep Dive",[18,988,989,991],{},[21,990,942],{}," Fully understand insider activity at a company you're researching",[18,993,994],{},[21,995,948],{},[950,997,998,1001,1004,1007,1010,1027,1030,1033],{},[42,999,1000],{},"Search for company ticker",[42,1002,1003],{},"Review summary stats (net buying/selling?)",[42,1005,1006],{},"Set date range: Last year",[42,1008,1009],{},"View all transactions",[42,1011,1012,1013],{},"Look for patterns:\n",[39,1014,1015,1018,1021,1024],{},[42,1016,1017],{},"Are officers buying?",[42,1019,1020],{},"Any director activity?",[42,1022,1023],{},"When did buying/selling start?",[42,1025,1026],{},"Any clustering?",[42,1028,1029],{},"Click insider names to see their profiles",[42,1031,1032],{},"Check their history at other companies (good track record?)",[42,1034,1035],{},"Verify largest transactions on SEC.gov",[18,1037,1038,1040,1041,1043],{},[21,1039,977],{}," 30-45 minutes\n",[21,1042,981],{}," When researching new position",[98,1045,1047],{"id":1046},"workflow-3-tracking-a-power-insider","Workflow 3: Tracking a Power Insider",[18,1049,1050,1052],{},[21,1051,942],{}," Follow a known smart-money insider (e.g., prolific investor or CEO with great track record)",[18,1054,1055],{},[21,1056,948],{},[950,1058,1059,1062,1065,1068,1071,1074,1077],{},[42,1060,1061],{},"Go to Person Search",[42,1063,1064],{},"Search for insider name",[42,1066,1067],{},"Review their profile and stats",[42,1069,1070],{},"Check their companies traded list",[42,1072,1073],{},"See where they're currently buying/selling",[42,1075,1076],{},"Set up alert for future activity",[42,1078,1079],{},"Research any new companies they've added",[18,1081,1082,1084,1085,1087],{},[21,1083,977],{}," 20 minutes\n",[21,1086,981],{}," Monthly or when they file new Form 4",[98,1089,1091],{"id":1090},"workflow-4-sector-insider-scan","Workflow 4: Sector Insider Scan",[18,1093,1094,1096],{},[21,1095,942],{}," Find insider buying trends across a sector",[18,1098,1099],{},[21,1100,948],{},[950,1102,1103,1106,1109,1112,1125,1128],{},[42,1104,1105],{},"Make list of 10-15 companies in sector",[42,1107,1108],{},"Search each company for insider activity",[42,1110,1111],{},"Note which companies have net buying",[42,1113,1012,1114],{},[39,1115,1116,1119,1122],{},[42,1117,1118],{},"All insiders selling (sector rotation?)",[42,1120,1121],{},"Few companies seeing buying (outliers?)",[42,1123,1124],{},"Broad buying (sector about to lead?)",[42,1126,1127],{},"Create watchlist of insider-favored names",[42,1129,1130],{},"Monitor for price confirmation",[18,1132,1133,1135,1136,1138],{},[21,1134,977],{}," 60-90 minutes\n",[21,1137,981],{}," Quarterly or when sector is in focus",[26,1140,1142],{"id":1141},"interpreting-transaction-details","Interpreting Transaction Details",[98,1144,1146],{"id":1145},"meaningful-buys","Meaningful Buys",[18,1148,1149],{},[21,1150,1151],{},"Strong buy signals:",[39,1153,1154,1289,1295,1301,1307,1313],{},[42,1155,1156,1159,1160,1288],{},[21,1157,1158],{},"Large size:"," ",[808,1161,1163,1219],{"className":1162},[811],[808,1164,1166],{"className":1165},[815],[817,1167,1168],{"xmlns":819},[821,1169,1170,1216],{},[824,1171,1172,1175,1178,1181,1184,1186,1189,1192,1195,1197,1199,1202,1204,1207,1210,1212,1214],{},[827,1173,1174],{},"500",[836,1176,1177],{},"K",[831,1179,1180],{},"+",[836,1182,1183],{},"f",[836,1185,844],{},[836,1187,1188],{},"r",[836,1190,1191],{},"e",[836,1193,1194],{},"x",[836,1196,1191],{},[836,1198,847],{},[836,1200,1201],{},"u",[836,1203,841],{},[836,1205,1206],{},"i",[836,1208,1209],{},"v",[836,1211,1191],{},[836,1213,838],{},[831,1215,834],{"separator":833},[865,1217,1218],{"encoding":867},"500K+ for executives, ",[808,1220,1222,1247],{"className":1221,"ariaHidden":833},[872],[808,1223,1225,1229,1232,1236,1240,1244],{"className":1224},[876],[808,1226],{"className":1227,"style":1228},[880],"height:0.7667em;vertical-align:-0.0833em;",[808,1230,1174],{"className":1231},[885],[808,1233,1177],{"className":1234,"style":1235},[885,898],"margin-right:0.07153em;",[808,1237],{"className":1238,"style":1239},[893],"margin-right:0.2222em;",[808,1241,1180],{"className":1242},[1243],"mbin",[808,1245],{"className":1246,"style":1239},[893],[808,1248,1250,1253,1257,1261,1264,1268,1271,1274,1277,1281,1285],{"className":1249},[876],[808,1251],{"className":1252,"style":881},[880],[808,1254,1183],{"className":1255,"style":1256},[885,898],"margin-right:0.10764em;",[808,1258,1260],{"className":1259},[885,898],"ore",[808,1262,1194],{"className":1263},[885,898],[808,1265,1267],{"className":1266},[885,898],"ec",[808,1269,1201],{"className":1270},[885,898],[808,1272,841],{"className":1273},[885,898],[808,1275,1206],{"className":1276},[885,898],[808,1278,1209],{"className":1279,"style":1280},[885,898],"margin-right:0.03588em;",[808,1282,1284],{"className":1283},[885,898],"es",[808,1286,834],{"className":1287},[889],"100K+ for directors",[42,1290,1291,1294],{},[21,1292,1293],{},"Multiple insiders:"," 3+ insiders buying within 5 days",[42,1296,1297,1300],{},[21,1298,1299],{},"Post-earnings timing:"," Buying right after earnings (they saw results)",[42,1302,1303,1306],{},[21,1304,1305],{},"At lows:"," Buying near 52-week lows",[42,1308,1309,1312],{},[21,1310,1311],{},"Direct ownership:"," Personal account, not trust or entity",[42,1314,1315,1318],{},[21,1316,1317],{},"Officer buys:"," Especially CEO/CFO with operational knowledge",[18,1320,1321],{},[21,1322,1323],{},"Weaker signals:",[39,1325,1326,1329,1332,1335,1338],{},[42,1327,1328],{},"Small amounts ($10-50K)",[42,1330,1331],{},"New director mandatory purchases (onboarding requirement)",[42,1333,1334],{},"Indirect holdings only (could be estate planning)",[42,1336,1337],{},"Single isolated transaction",[42,1339,1340],{},"Routine quarterly pattern",[98,1342,1344],{"id":1343},"interpreting-sells","Interpreting Sells",[18,1346,1347],{},[21,1348,1349],{},"Concerning sell signals:",[39,1351,1352,1358,1363,1369,1375],{},[42,1353,1354,1357],{},[21,1355,1356],{},"Large acceleration:"," Selling 5x usual pace",[42,1359,1360,1362],{},[21,1361,1293],{}," Broad selling across leadership",[42,1364,1365,1368],{},[21,1366,1367],{},"Pre-earnings window:"," Selling before blackout starts",[42,1370,1371,1374],{},[21,1372,1373],{},"Officer concentrations:"," CEO + CFO both selling heavily",[42,1376,1377,1380],{},[21,1378,1379],{},"At all-time highs:"," Taking money off table at peaks",[18,1382,1383],{},[21,1384,1385],{},"Less concerning:",[39,1387,1388,1394,1400,1406,1412],{},[42,1389,1390,1393],{},[21,1391,1392],{},"Year-end tax selling:"," November-December is common",[42,1395,1396,1399],{},[21,1397,1398],{},"10b5-1 planned sales:"," Pre-arranged programs",[42,1401,1402,1405],{},[21,1403,1404],{},"Small diversification:"," Selling 5-10% of holdings",[42,1407,1408,1411],{},[21,1409,1410],{},"Option exercises:"," Converting comp to cash for taxes",[42,1413,1414,1417],{},[21,1415,1416],{},"Life events:"," Divorce, estate planning, buying a house",[18,1419,1420,1423],{},[21,1421,1422],{},"Key insight:"," Context matters. Check footnotes on Form 4 for explanations.",[98,1425,1427],{"id":1426},"transaction-codes","Transaction Codes",[18,1429,1430],{},[21,1431,1432],{},"Form 4s use codes for transaction types:",[18,1434,1435,1438,1439,1442,1443,1446,1447,1450,1451,1454],{},[21,1436,1437],{},"A - Acquisition:"," Buying shares\n",[21,1440,1441],{},"D - Disposition:"," Selling shares\n",[21,1444,1445],{},"M - Option Exercise:"," Converting options to shares\n",[21,1448,1449],{},"G - Gift:"," Transferring shares (not market transaction)\n",[21,1452,1453],{},"J - Other:"," Various non-market transactions",[18,1456,1457],{},[21,1458,1459],{},"Most meaningful for analysis: A (buys) and D (sells) in open market.",[26,1461,1463],{"id":1462},"mobile-features","Mobile Features",[98,1465,1467],{"id":1466},"mobile-optimized-views","Mobile-Optimized Views",[18,1469,1470],{},[21,1471,1472],{},"Card-based layout:",[39,1474,1475,1478,1481,1484],{},[42,1476,1477],{},"Swipe through transactions",[42,1479,1480],{},"Tap cards to expand details",[42,1482,1483],{},"Quick filters at top",[42,1485,1486],{},"Pull to refresh",[18,1488,1489],{},[21,1490,1491],{},"Mobile-specific features:",[39,1493,1494,1497,1500],{},[42,1495,1496],{},"Share transactions via text/email",[42,1498,1499],{},"Add to watchlist with one tap",[42,1501,1502],{},"Swipe actions (left/right for buy/sell filter)",[18,1504,1505,1508],{},[21,1506,1507],{},"Performance:","\nMobile app uses same real-time data as desktop but optimized for smaller screen and touch interaction.",[26,1510,1512],{"id":1511},"integration-with-other-features","Integration with Other Features",[98,1514,1516],{"id":1515},"with-company-actions-tracker","With Company Actions Tracker",[18,1518,1519],{},[21,1520,1521],{},"Combined analysis:",[950,1523,1524,1527,1530],{},[42,1525,1526],{},"See 8-K for major event",[42,1528,1529],{},"Check if insiders bought after announcement",[42,1531,1532],{},"Aligning signals = higher conviction",[18,1534,1535,1537],{},[21,1536,805],{},"\nCompany files 8-K announcing new product. Week later, CEO and CFO both buy $1M+ → Strong validation.",[98,1539,1541],{"id":1540},"with-opportunity-scores","With Opportunity Scores",[18,1543,1544],{},[21,1545,1546],{},"Cross-reference:",[39,1548,1549,1552,1555],{},[42,1550,1551],{},"High insider buying → Check opportunity score",[42,1553,1554],{},"High opportunity score → Check if insiders buying too",[42,1556,1557],{},"Both high = strongest setup",[18,1559,1560,1563],{},[21,1561,1562],{},"Our system factors insider activity into scores"," - this dashboard lets you see the underlying data.",[98,1565,1567],{"id":1566},"with-watchlist-manager","With Watchlist Manager",[18,1569,1570],{},[21,1571,1572],{},"Workflow:",[950,1574,1575,1578,1581,1584],{},[42,1576,1577],{},"Find interesting insider activity",[42,1579,1580],{},"Click \"Add to Watchlist\" button",[42,1582,1583],{},"Continue monitoring that stock",[42,1585,1586],{},"Get alerts when more insiders trade",[18,1588,1589,1159,1592],{},[21,1590,1591],{},"See:",[861,1593,1595],{"href":1594},"/docs/features/watchlist-management","Watchlist Management",[98,1597,1599],{"id":1598},"with-alert-manager","With Alert Manager",[18,1601,1602],{},[21,1603,1604],{},"Set alerts for:",[39,1606,1607,1610,1613,1616],{},[42,1608,1609],{},"Any insider activity at specific companies",[42,1611,1612],{},"Large transactions (>$500K)",[42,1614,1615],{},"Officer buying",[42,1617,1618],{},"Clustering events (3+ insiders)",[18,1620,1621,1159,1623],{},[21,1622,1591],{},[861,1624,1626],{"href":1625},"/docs/features/alert-manager","Alert Manager",[26,1628,1630],{"id":1629},"common-questions","Common Questions",[18,1632,1633],{},[21,1634,1635],{},"Q: How quickly do you show Form 4s after SEC filing?",[18,1637,1638],{},"A: We typically process and display within 10-15 minutes of SEC publication. During high-volume periods, may take up to 30 minutes.",[18,1640,1641],{},[21,1642,1643],{},"Q: Can I see insider transactions from years ago?",[18,1645,1646],{},"A: Yes, search any company and use custom date range to pull historical data back to 2015. For earlier data, use EDGAR directly.",[18,1648,1649],{},[21,1650,1651],{},"Q: Why does a \"buy\" sometimes show negative shares?",[18,1653,1654],{},"A: Could be a data edge case or complex derivative transaction. Always verify large or unusual transactions on SEC.gov using the filing link.",[18,1656,1657],{},[21,1658,1659],{},"Q: What if the transaction value is blank?",[18,1661,1662],{},"A: Non-market transactions (gifts, option grants) don't have prices. Check the transaction code and footnotes.",[18,1664,1665],{},[21,1666,1667],{},"Q: How do I know if a sale is part of a 10b5-1 plan?",[18,1669,1670],{},"A: Click the Form 4 link and check footnotes. It will say \"This transaction was effected pursuant to a Rule 10b5-1 trading plan.\"",[18,1672,1673],{},[21,1674,1675],{},"Q: Can insiders see each other's trades before they're public?",[18,1677,1678],{},"A: No. Form 4s are filed with SEC and public within 2 days. Insiders find out about peer transactions when we do.",[26,1680,1682],{"id":1681},"pro-tips","Pro Tips",[98,1684,1686],{"id":1685},"tip-1-focus-on-the-who-and-when","Tip 1: Focus on the \"Who\" and \"When\"",[18,1688,1689],{},[21,1690,1691],{},"Not all insiders are equal:",[39,1693,1694,1697,1700],{},[42,1695,1696],{},"CEO/CFO buys > Director buys > New director buys",[42,1698,1699],{},"Multiple officers buying > Single officer buying",[42,1701,1702],{},"Buying right after earnings > Mid-quarter buying",[18,1704,1705],{},[21,1706,1707],{},"Build your own hierarchy of signal strength.",[98,1709,1711],{"id":1710},"tip-2-calculate-ownership-percentage","Tip 2: Calculate Ownership Percentage",[18,1713,1714,1717],{},[21,1715,1716],{},"Look at the Form 4:","\nAfter the transaction, what % of total shares outstanding does the insider own?",[39,1719,1720,1723,1726],{},[42,1721,1722],{},"0.1% = Meaningful for executive",[42,1724,1725],{},"1%+ = Major commitment",[42,1727,1728],{},"5%+ = Deeply aligned with shareholders",[18,1730,1731],{},[21,1732,1733],{},"Bigger % = More skin in the game.",[98,1735,1737],{"id":1736},"tip-3-track-individual-insiders-hit-rates","Tip 3: Track Individual Insiders' Hit Rates",[18,1739,1740,1743],{},[21,1741,1742],{},"Some insiders have great timing:","\nPick 3-5 you respect → Follow their trades → Track outcomes after 30/60/90 days\n→ Build confidence in their signals",[18,1745,1746],{},[21,1747,1748],{},"Over time, you'll know whose trades to prioritize.",[98,1750,1752],{"id":1751},"tip-4-compare-to-market-environment","Tip 4: Compare to Market Environment",[18,1754,1755,1758,1759,1762],{},[21,1756,1757],{},"Insider buying in a bull market:"," Less meaningful (everyone's bullish)\n",[21,1760,1761],{},"Insider buying in a bear market:"," Very meaningful (contrarian conviction)",[18,1764,1765],{},[21,1766,1767],{},"Context: What's the overall market doing?",[98,1769,1771],{"id":1770},"tip-5-verify-before-trading","Tip 5: Verify Before Trading",[18,1773,1774],{},[21,1775,1776],{},"For significant signals (>$1M transactions or clustering):",[950,1778,1779,1782,1785,1788],{},[42,1780,1781],{},"Check the Form 4 on SEC.gov",[42,1783,1784],{},"Read footnotes",[42,1786,1787],{},"Confirm it's open market buying",[42,1789,1790],{},"Verify there's no complex explanation",[18,1792,1793],{},[21,1794,1795],{},"Never trade based on our interface alone for large positions.",[26,1797,1799],{"id":1798},"next-steps","Next Steps",[18,1801,1802,1803,1805],{},"Now that you understand the Insider Trading Dashboard, learn how to organize your research with ",[861,1804,1595],{"href":1594}," to track insider activity across your portfolio of stocks.",[18,1807,1808,1809,1811],{},"Want automatic notifications when insiders trade? Set up ",[861,1810,1626],{"href":1625}," to get real-time alerts for insider activity matching your criteria.",{"title":1813,"searchDepth":1814,"depth":1814,"links":1815},"",2,[1816,1817,1822,1828,1834,1839,1845,1850,1853,1859,1860,1867],{"id":28,"depth":1814,"text":29},{"id":90,"depth":1814,"text":91,"children":1818},[1819,1821],{"id":100,"depth":1820,"text":101},3,{"id":130,"depth":1820,"text":131},{"id":158,"depth":1814,"text":159,"children":1823},[1824,1825,1826,1827],{"id":162,"depth":1820,"text":163},{"id":201,"depth":1820,"text":202},{"id":260,"depth":1820,"text":261},{"id":373,"depth":1820,"text":374},{"id":477,"depth":1814,"text":478,"children":1829},[1830,1831,1832,1833],{"id":481,"depth":1820,"text":482},{"id":536,"depth":1820,"text":537},{"id":618,"depth":1820,"text":619},{"id":681,"depth":1820,"text":682},{"id":714,"depth":1814,"text":715,"children":1835},[1836,1837,1838],{"id":718,"depth":1820,"text":719},{"id":750,"depth":1820,"text":751},{"id":780,"depth":1820,"text":781},{"id":932,"depth":1814,"text":933,"children":1840},[1841,1842,1843,1844],{"id":936,"depth":1820,"text":937},{"id":985,"depth":1820,"text":986},{"id":1046,"depth":1820,"text":1047},{"id":1090,"depth":1820,"text":1091},{"id":1141,"depth":1814,"text":1142,"children":1846},[1847,1848,1849],{"id":1145,"depth":1820,"text":1146},{"id":1343,"depth":1820,"text":1344},{"id":1426,"depth":1820,"text":1427},{"id":1462,"depth":1814,"text":1463,"children":1851},[1852],{"id":1466,"depth":1820,"text":1467},{"id":1511,"depth":1814,"text":1512,"children":1854},[1855,1856,1857,1858],{"id":1515,"depth":1820,"text":1516},{"id":1540,"depth":1820,"text":1541},{"id":1566,"depth":1820,"text":1567},{"id":1598,"depth":1820,"text":1599},{"id":1629,"depth":1814,"text":1630},{"id":1681,"depth":1814,"text":1682,"children":1861},[1862,1863,1864,1865,1866],{"id":1685,"depth":1820,"text":1686},{"id":1710,"depth":1820,"text":1711},{"id":1736,"depth":1820,"text":1737},{"id":1751,"depth":1820,"text":1752},{"id":1770,"depth":1820,"text":1771},{"id":1798,"depth":1814,"text":1799},"features","Learn how to track, filter, and analyze Form 4 insider transactions to identify conviction signals from officers, directors, and major shareholders","md","beginner",{},true,"features/watchlist-management","/docs/features/insider-trading-dashboard",[1877,1878,1879],"fundamentals/insider-roles","fundamentals/form-4-explained","fundamentals/transaction-timing",{"title":5,"description":1869},"docs/features/insider-trading-dashboard",[1883,1884,1868,1885,1886],"insider-trading","form-4","dashboard","insider-analysis","UBD4uPVbTMLs12jROSdSRqLA8A2dFAcv2zqUvteNTwY",1785812714779]