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Insider Data from Thomson Reuters Ownership Data

How do I find insider holding data from Thomson Reuters in WRDS?
Last Updated: Sep 11, 2013  |  1235 Views
Topics: Equities, WRDS

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You can search for insider holdings through Thomson Reuters in WRDS. Learn how to access WRDS databases.

Please note: Thomson Reuters Ownership data (formerly called Spectrum) is not a clean set of data. This is mostly due to reporting inconsistencies with the SEC documents from which the data is pulled. Also, this is a database of transactions (buying and selling of stock) so it is meant to be a record of changes in position, not a snapshot by quarter.

Choose Database

  • Select Thomson Reuters
  • Under Insiders Data on left select Table 1. Stock Transactions

Step One: Date Range

  • Set Beginning Date month and year
  • Set Ending Date month and year

Step Two: Search

  • Set code format to CUSIP6
  • Click Code lookup under Manually enter insider codes; a new window will open
  • Type company name, e.g. General Electric, into search box; click Starts with
  • Copy and paste the company's CUSIP6 back into the Company Codes box on the main WRDS search page
  • Enter multiple codes by leaving a single space between them
  • Change All Records drop down box to Exclude Problematic Records
  • Leave all other boxes in this step as is

Step Three: Variables

  • In Insider Information check Owner Full Name & Role Code 1
  • In Company Information check Company Name & CUSIP Issuer (6 chars)
  • In Transaction Information check Ownership Type, Resulted Shares Held, Resulted Shares Held Adjusted and Security Title
  • Leave all other boxes in this step as is

Step Four: Output

  • Choose Tab-delimited text (*.txt) format
  • Leave all other boxes in this step as is
  • Click Submit Query
  • Data Request Summary window will open
  • Right mouse click on the highlighted file name
  • Choose Save Target As option
  • Save as a .txt file to your computer
  • Open file in Excel

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