Answered By: C.B. "Bud" Johnston Library
Last Updated: Apr 13, 2016     Views: 16

For Canadian information view the public access filings on System for Electronic Disclosure by Insiders (SEDI). Historical information is available in the OSC Bulletin (see chapter 7).


On Bloomberg (available in the Business Library), search the following:

  • Type the Ticker symbol of the equity you want, then hit the Equity key and hit GO. Choose 2. Company Info, then 2. Management Profile. Choose a person and then choose 10. Reported Holdings.
  • 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.
  • For more info, type: insider and hit the green Help key 

Alternate Bloomberg:

  • Try Bloomberg function PHDC for a specific company (e.g. VOD LN <F8> PHDC <GO>) and select Insiders, sorted by size.
  • You can also look up the biographies of executies/directors (BIO) and then choose Reported Holdings.
  • 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, type of transaction. Click on a stock to display a graph of its historical prices with date of insider transactions.
  • For more info, type: insider and hit the green Help key <F1>.

  • Use Capital IQ - available in the Business Library
  • Search for the company you want.
  • On the long menu down the left, choose Investors > Public Ownership, then the Insider Trading tab.
  • Only the last 12 months are available.

    Use ThomsonONE

  • Search for the company you want.
  • Click on the Share Ownership tab
  • Click “Click here for full history” for historic holdings (older than 24 months).

 

 

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