Answered By: Shikha Sharma
Last Updated: Sep 19, 2023     Views: 61

Select Thomson/Refinitiv in WRDS, then select Insiders Data.

Bloomberg (MIT Sloan only).

  • For specific insider holdings, type the ticker symbol, hit the yellow <EQUITY> key and hit <GO>.
    • Choose Company Overview, then in the Management Overview section, select Management's Holdings.
    • Select the company name from the list of securities to view company executives and board members and their percentage of company shares outstanding. Click an individual's name and navigate to the Reported Holdings section of their bio to access more information.
  • To access the Holdings Menu on Bloomberg, type the ticker, hit the <EQUITY> key. Then, type PHDC and hit <GO>. Choose Insiders, Sorted by Size or Insider Transactions.
  • For stocks that have experienced the most purchases and sales by insiders:
    • Type INSD and hit <GO>.
    • Use the fields at the top of the screen to select country, time period, and type of transaction.
    • Click on a stock to display a graph of its historical prices with date of insider transactions.

Capital IQ:  Company Ownership screening criteria includes Insider Ownership and Insider Trades.



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