---
title: "Get insider ownership"
method: GET
path: "/insider-ownership"
tags: ["Insider Ownership"]
---

# Get insider ownership

`GET /insider-ownership`

Get insider ownership statements from SEC Forms 3 and 5, one row per reported holding. Positions are returned as reported per filing (point-in-time ownership statements), newest filings first. A Form 3 is an insider's initial statement of what they own; a Form 5 is the annual statement.

## Query parameters

- `ticker` string, required
- `name` string
- `form_type` '3' | '3/A' | '5' | '5/A'
- `filing_date` string, date
- `filing_date_gte` string, date
- `filing_date_lte` string, date
- `filing_date_gt` string, date
- `filing_date_lt` string, date
- `limit` integer

## Response `200`

Insider ownership response

- InsiderOwnershipResponse
  - `insider_ownership` InsiderOwnership[]
    - `ticker` string — The ticker symbol of the company.
    - `issuer` string, nullable — The name of the issuing company.
    - `name` string — The name of the insider.
    - `title` string, nullable — The title of the insider.
    - `is_board_director` boolean — Whether the insider is a board director.
    - `is_officer` boolean — Whether the insider is an officer of the company.
    - `is_ten_percent_owner` boolean — Whether the insider owns 10% or more of the company.
    - `form_type` string — The SEC form type: 3 (initial ownership statement) or 5 (annual statement), or their amendments 3/A, 5/A.
    - `filing_date` string, date — The date the filing was accepted by the SEC.
    - `as_of_date` string, date, nullable — The date the position is stated as of.
    - `accession_number` string — The SEC accession number of the filing. All holdings of one filing share it.
    - `holding_type` 'common' | 'derivative' — Whether the position is a common holding or a derivative (option, RSU, etc.). Derivative-only fields are null on common holdings.
    - `security_title` string, nullable — The title of the held security.
    - `shares_owned` number, nullable — The number of shares (or units) beneficially owned.
    - `direct_or_indirect` string, nullable — D when held directly, I when held indirectly.
    - `nature_of_ownership` string, nullable — For indirect holdings, the ownership vehicle (e.g. a trust or LLC).
    - `conversion_or_exercise_price` number, nullable — Derivative only: the conversion or exercise price.
    - `exercise_date` string, date, nullable — Derivative only: the date the security is first exercisable.
    - `expiration_date` string, date, nullable — Derivative only: the expiration date.
    - `underlying_security_title` string, nullable — Derivative only: the title of the underlying security.
    - `underlying_security_shares` number, nullable — Derivative only: the number of underlying shares.

## Other responses

- `400` — Bad request
- `401` — Unauthorized
- `402` — The request requires a paid subscription

---

[API](https://skmtc.net/financialdatasets/apis/financial-datasets-api.md) · [All operations](https://skmtc.net/financialdatasets/apis/financial-datasets-api/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/financialdatasets/financial-datasets-api/revisions/df2363101891/schema)