sec-insider-transaction-analysis

Analyze reported company insider transactions using Crawlora live SEC and stored Form 3/4/5 records. Use for transaction-code, owner-role, date-window, and share/value evidence briefs with filing coverage, amendments, derivative scope, and economic interpretation limits preserved.

Access and scope

Set CRAWLORA_API_KEY to your Crawlora key. Prefer the listed Crawlora MCP tools when connected; otherwise use the bundled scripts/crawlora.sh, which sends x-api-key to https://api.crawlora.net/api/v1. Read reference/endpoints.md for exact methods and parameters. Check application code as well as HTTP status; payloads are inside data. Stop on authentication errors, back off on 429, and retry a transient upstream failure once. Bound calls/pages by the requested scope and credit budget. Retain source IDs, URLs, source dates, and observation/crawl times separately.

Describe reported insider activity for selected companies and a transaction-date window. Establish company identity/CIK, dates, owner/role scope, security class, and whether the question concerns counts, quantities, or reported consideration.

Collect and reconcile filing evidence

1. Resolve companies through live SEC or dataset company search; issuer CIKs, reporting-owner names, and institutional-manager CIKs are different identities. Pass one verified company identifier to live sec_insider even though cik and ticker are individually optional in its schema.
2. Live insider data is a bounded recent window (limit up to 30). Stored insider history filters from/to on transaction dates and returns at most 200 rows, newest first. It is not a paginated exhaustive archive. Separate filing dates, transaction dates, reporting periods, and crawl/retrieval times.
3. An unknown CIK or absent stored history can return an empty series; that does not prove no transaction occurred. Use submissions/filing metadata to investigate relevant document coverage rather than turning an empty sample into a finding.
4. Preserve accession/form, owner name/title and returned role flags, security title, transaction code, acquired/disposed indicator, shares, price-per-share, holdings-after, and source URL. Verify code meaning in the underlying filing context; acquisitions can be grants or exercises rather than discretionary buys. Keep derivative/non-derivative and share/principal/security units separate.
5. Deduplicate repeated observations using accession and row identity when available. Preserve original and amended filings and label possible replacements only with evidence; matching owner/date/amount alone cannot resolve every row. Stored ingestion idempotence does not automatically reconcile a live/stored join.

sh

scripts/crawlora.sh /sec/company/search q=Apple
# Use a returned and verified issuer CIK/ticker, for example:
# scripts/crawlora.sh /sec/insider cik="$COMPANY_CIK" limit=30
# scripts/crawlora.sh "/datasets/sec-companies/insider/$COMPANY_CIK" from=2026-01-01 to=2026-10-05 limit=200

Classify and present the observed activity

Group by the actual code, direction, owner/role, class, and transaction date; retain unknown codes and missing fields. Director/officer/ten-percent-owner flags may overlap, so their group totals are not automatically additive. Do not sum distinct share classes or derivatives into a single ownership change.

Compute shares × price_per_share only for compatible numeric units and a meaningful reported price, labeling it estimated reported consideration rather than profit or net cash flow. Missing prices remain unknown; zero-price context can describe a grant/transfer rather than a free market purchase. Holdings-after need their own security/owner/reporting scope and do not guarantee current ownership. Show counts/amounts for the retrieved window and cap; netting across owners or unlike codes can conceal economically different events.

Return a company/filing coverage ledger, classified transaction table, explicit formulas, amendment/duplicate flags, and unknowns. Do not infer intent, illegal conduct, plan status, full portfolios, or future price performance from reported activity. Preparing this brief does not authorise trading or account actions.