Insider Holdings for a Stock

API TraderAPI QuantAPI Developer

Insiders' stated positions in the company behind one listing, from official registers outside the US and Canada: the latest statement per insider by default. Every listing of the company answers with the same rows.

Filtering

date moves the snapshot back in time; history=true returns every statement instead of the latest one; insider_name narrows to one insider.

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

Path Params
string
required

Where to find the instrument: a venue (exchange symbol, MIC or ISO-2 country) or an identifier scheme (tid, sid, cid, isin, figi). See Identifying an instrument.

string
required

The ticker on that venue, or the value in that scheme. An ISIN, sid, cid or share-class FIGI answers for the main listing only; reference/listings lists the others. See Identifying an instrument.

Query Params
date

Returns the most recent snapshot on or before this date (format yyyy-mm-dd; defaults to the latest available). On a stock path, a ticker resolves to the listing that held it on this date, so a renamed or reused ticker names the company it named then.

string

Insider name (case-insensitive substring match; EDGAR names read SURNAME FIRSTNAME).

boolean

true returns every stated position on or before date rather than only the latest one per insider. Default false.

integer

Page number within the paginated result set. Must be >= 1. Defaults to 1.

integer

Number of rows per page. The default and the maximum allowed depend on the API tier; a value above the tier maximum is rejected with 400 invalidPageSize.

string
enum
Defaults to json

Response format. "json" (default) or "csv".

Allowed:
Headers
string
enum
Defaults to application/json

Generated from available response content types

Allowed:
Responses

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Response
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application/json
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