Answered By: Andrea Schulman
Last Updated: Dec 17, 2015     Views: 298

  • In Thomson ONE:
    1. Type the ticker in the company box or click on the ticker symbol look-up icon.
    2. Click on Share Ownership then on Ownership Summary.
    3. For a comprehensive list of insider holdings, click on Strategic Entities under Investor Type.
    4. Click on an individual's name to see the acquisitions and dispositions.
  • In Bloomberg
    • For company holdings:
      1. Type the Ticker symbol of the equity you want, hit the yellow Equity key and hit GO.
      2. Type PHDC3 and hit GO.
  • For individual holdings:
    1. Type the Ticker symbol of the equity you want, hit the yellow Equity key and hit GO.
    2. Select 1) Company Overview.
    3. Select 10) Management Holdings.
    4. Click on the security then on the person, Reported Holdings is a section on this screen.
  • For stocks that have experienced the most purchases and sales by insiders:
    1. Type: INSD and hit GO.
    2. Use the fields at the top of the screen to select country, time period, type of transaction.
    3. Click on a stock to display a graph of its historical prices with date of insider transactions.
    4. For further information, type insider and hit the green Help key.
  • Holdings data is also available in SecForm4.Com
  • For historical data going back to 1978, insider trading information is available through Thomson Reuters in WRDS. How do I find insider holding data from Thomson Reuters in WRDS?

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