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Insider positions - what a director, officer or major holder holds in an issuer on a date - from the same official venues as the global transactions feed.
A position is a level, not a trade. It comes from a venue that publishes the position itself (Taiwan's month-end register), from a transaction notice that states the holding after the trade (Singapore, Indonesia, Korea, New Zealand), or from a roll-forward; the basis field says which. By default each insider's latest position on or before date is returned.
Available Data Points:
- Country / Source Code: The market, and the official venue the row was read from (see the coverage endpoint). Rows from ORTEX's 2iQ insider history carry 2iq_
instead (2iq_jp, 2iq_gr, ...): they were not read from the venue. - Company / Ticker / Exchange Symbol / ISIN: The issuer as filed, and the ORTEX listing it resolved to. Ticker and exchange are blank where the filing named an issuer ORTEX has not matched yet.
- Insider Name / Insider Role / Closely Associated: The reporting person and their role as filed. Closely associated marks a spouse, trust or controlled entity reporting under the manager's obligation. Some venues publish no name by law (Switzerland) or report by statutory body (Brazil); the field is then blank rather than invented.
- Basis: statement, after_transaction or derived - see above.
- As Of Date / Published At: The date the position is stated for, and when it became public.
- Shares Held / Shares Before / Shares Pledged / Percent Held: The position, the position before the event where the same statement gives it, shares pledged as collateral, and the share of the class - each null where the venue did not state it.
Filtering
Supply country or insider_name; one issuer's holdings are /api/v11/stock/{namespace}/{identifier}/insiders/holdings/. date moves the snapshot back in time; history=true returns every statement instead of the latest one.
Try it out! You can test the API with the trial key TEST. Simply include it in your request headers; either here, or add the header "Ortex-Api-Key": "TEST" to your http request.
Trial key restrictions: Trial keys may be limited to a specific date range and set of regions. Requests outside the allowed regions or entirely outside the allowed date range are rejected; a date window that partially overlaps the allowed range is trimmed to it, reported in meta.restriction.
Get full access! Get a key at app.ortex.com/apis