Answered By: IESE Library
Last Updated: Apr 21, 2016     Views: 21

In Thomson One:

  • Type the ticker in the company box or click on the ticker symbol look-up icon.
  • Click on Share Ownership then on Ownership Summary.
  • For a comprehensive list of insider holdings, click on Strategic Entities under Investor Type.
  • Click on an individual's name to see the acquisitions and dispositions.

Note: this resource only works in Internet Explorer.

In Bloomberg (access to Barcelona Library Documentation room).

  • 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 14) 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.

For US companies:

  • Insider filings with the U.S. SEC are available through Edgar. Enter your company name or ticker symbol or CIK and Include Ownership forms. Insider transactions are available by issuer and reporting owner.
  • Take a look at the website SecForm4.Com

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