Free Insider Transactions API
Form 4 Data & JSON免费美股公司内部人交易数据 API
Form 4 数据查询与接入

Free insider transactions API: what users need免费美股公司内部人交易数据 API 应满足哪些需求

This page is for applications that need a normalized transaction feed: issuer timelines, owner histories, open-market purchase filters, sale alerts, compensation-event separation, or event clustering. The correct atomic record is a transaction row within a filing—not the filing headline alone. One Form 4 can contain multiple owners, multiple non-derivative or derivative rows, and footnotes that change how a price or ownership path should be understood.

本页面向需要标准化交易事件流的应用，例如发行人时间线、申报人历史、公开市场买入筛选、卖出提醒、薪酬事件分离和事件聚类。正确的最小记录单位是申报中的交易行，而不是文件标题。一份 Form 4 可能包含多个申报人、多条非衍生或衍生证券记录，脚注还可能改变价格或持有路径的含义。

A high-quality API supports both discovery and reconstruction. Discovery filters find transactions by ticker, issuer CIK, owner CIK, role, form, code, security type, acquired/disposed status, and transaction or filing window. Reconstruction fields preserve accession, row identity, amendment lineage, direct or indirect ownership, holdings after the event, derivative terms, footnote references, and source timestamps.

高质量接口既要支持发现，也要支持重建。发现筛选应覆盖股票代码、发行人 CIK、申报人 CIK、身份、表单、交易代码、证券类型、取得或处置状态，以及交易日或提交日范围；重建字段则应保留申报编号、行身份、修订链、直接或间接持有、事件后持仓、衍生证券条款、脚注引用和来源时间。

SEC Form 4 API fields, transaction codes, and timingSEC Form 4 API 的字段、交易代码与申报时点

Form 4 reports changes in beneficial ownership for covered corporate insiders and is generally filed after a reportable transaction under the applicable deadline. A transaction API should expose transaction date and deemed execution date separately from SEC acceptance and provider processing time. Sorting by “latest” must state which clock it uses.

Form 4 用于披露适用公司内部人的受益所有权变化，并按照适用期限在应申报事件后提交。交易接口应把交易日和视同执行日同 SEC 接收时间、供应商处理时间分开。任何“最新”排序都必须说明采用的是哪一个时间。

Query insider transactions by ticker or issuer CIK按 ticker 或发行人 CIK 查询公司内部人交易

Ticker lookup is convenient, but issuer CIK is the durable SEC identity. Test ticker changes, multiple classes, joint filings, owner aliases, pagination stability, transaction-date versus filing-date filters, and whether every result exposes accession, row identity, filing URL, and mapping provenance. Filtering must not discard non-ticker derivative rows tied to the same filing.

股票代码便于应用查询，但发行人 CIK 才是更稳定的 SEC 身份。应测试代码变更、多种股份类别、联合申报、申报人别名、分页稳定性、交易日与提交日筛选，并确认每条结果都提供申报编号、行身份、原文链接和映射来源。按股票代码筛选时，也不能丢掉同一申报中没有直接 ticker 的衍生证券记录。

Interpret P, S, grants, exercises, and amendments正确解释 P、S、授予、行权与修订申报

P generally identifies a purchase and S a sale, but Form 4 also covers grants, option exercises, gifts, tax withholding, conversions, and other changes. Code alone is not enough: preserve voluntary indicator, acquired/disposed direction, price and footnote, security table, underlying shares, direct or indirect ownership, post-transaction balance, and Form 4/A lineage. If the combination is unfamiliar, classify it as “review required” rather than inventing a market signal.

P 通常表示买入，S 通常表示卖出，但 Form 4 还会披露授予、期权行权、赠与、代扣税、转换和其他变化。仅看代码仍不够，还应保留自愿交易标记、取得或处置方向、价格与脚注、证券表、对应标的股数、直接或间接持有、交易后余额以及 Form 4/A 版本链。遇到陌生组合，应标记为“需要复核”，而不是编造市场信号。

Forms 3, 4, and 5—and the transaction codes that change the meaningForm 3、Form 4、Form 5 与交易代码的真实含义

An insider-data product should not label every ownership filing as a buy or sale. Form 3 commonly establishes an initial ownership position when a person becomes subject to reporting; Form 4 reports many subsequent changes; Form 5 can report certain items on a later annual schedule. Preserve the form, amendment status, reporting period, and source row before building a unified timeline.

内部人数据产品不能把每份持股申报都标成买入或卖出。Form 3 通常用于申报人开始承担报告义务时披露初始持股；Form 4 披露之后发生的多类持股变化；Form 5 则可能按较晚的年度时点补报部分事项。构建统一时间线前，应保留表单类型、修订状态、报告期间与来源交易行。

How to evaluate a free SEC Form 4 API如何评估免费的 SEC Form 4 API

Integrate a free insider transactions API with JSON接入返回 JSON 的免费美股公司内部人交易数据 API

Use one transaction row—not one filing—as the atomic event. The provider-neutral example below keeps filing identity, owner identity, economic direction, ownership path, derivative terms, and evidence in separate fields so downstream filters do not have to infer them from a headline.

应以一条交易行而不是整份申报作为最小事件。下面的通用示例把申报身份、申报人身份、经济方向、持有路径、衍生证券条款和证据分别保存，避免下游系统从标题中猜测这些信息。

{
  "filing": {
    "accession_number": "ACCESSION_PLACEHOLDER",
    "form": "4",
    "accepted_at": "YYYY-MM-DDThh:mm:ss-04:00",
    "source_url": "SEC_FORM_4_URL",
    "amends_accession": null
  },
  "issuer": {"cik": "ISSUER_CIK", "ticker": "TICKER_PLACEHOLDER"},
  "owner": {"cik": "OWNER_CIK", "name": "REPORTING_OWNER", "roles": ["officer"]},
  "transaction": {
    "row_id": "ROW_ID",
    "table": "non_derivative",
    "date": "YYYY-MM-DD",
    "code": "P",
    "acquired_disposed": "A",
    "security_title": "Common stock",
    "shares": "1000",
    "price_per_share": "25.40",
    "ownership_nature": "direct",
    "shares_owned_after": "12500",
    "derivative": null,
    "footnote_ids": ["F1"]
  }
}

Step 1: test ticker and issuer-CIK queries步骤 1：测试 ticker 与发行人 CIK 查询

Call a documented endpoint with a known ticker and date range. Record authentication, HTTP status, pagination, rate-limit headers, latest filing time, and links to the matching SEC documents.

使用已知 ticker 和日期范围调用文档化端点，记录鉴权方式、HTTP 状态、分页、限流响应头、最新申报时间以及对应的 SEC 原文链接。

Step 2: normalize SEC Form 4 transaction fields步骤 2：标准化 SEC Form 4 交易字段

Map the response to stable fields such as issuer_cik, owner_cik, ticker, transaction_date, transaction_code, shares, price, shares_owned_after, and accession_number. Retain the raw response and filing URL.

将响应映射到稳定字段，例如 issuer_cik、owner_cik、ticker、transaction_date、transaction_code、shares、price、shares_owned_after 和 accession_number，并保留原始响应与申报 URL。

Step 3: apply amendments without overwriting history步骤 3：处理修订且不覆盖历史记录

Store filings by accession number, link Form 4/A records to the original filing, and make amendment policy explicit. Do not silently replace the prior record or describe every reported change as an open-market purchase or sale.

按申报编号保存记录，将 Form 4/A 与原申报关联，并明确修订处理规则。不要静默覆盖旧记录，也不要把所有持股变动都描述成公开市场买入或卖出。

Step 4: publish a typed transaction event步骤 4：发布带明确类型的交易事件

Keep source code and fields immutable, then derive a separate category such as open-market purchase, open-market sale, award, exercise, tax-related disposition, gift, transfer, or unresolved. Record the classification version and reasons so rules can be corrected without rewriting evidence.

来源代码与字段应保持不可变，再在独立层中推导公开市场买入、公开市场卖出、授予、行权、税务相关处置、赠与、转移或未解析等分类。应记录分类版本和依据，使规则可以修正而不必改写原始证据。

Step 5: build alerts around filing arrival and deduplication步骤 5：围绕申报到达与去重建立提醒

Poll or consume provider updates by filing timestamp, use an overlap window, and deduplicate with stable event identity. Emit correction alerts for material amendments rather than sending the amended row as a second new trade.

应按申报时间轮询或消费供应商更新，并设置重叠窗口，再用稳定事件身份去重。对于重要修订，应发送“更正”提醒，而不是把修订行当成第二笔新交易。

Step 6: validate analytics before ranking activity步骤 6：在活动排序前验证分析口径

When aggregating value, distinguish reported transaction price from null, zero, exercise, or weighted-average values. Do not sum derivative and underlying shares as if they were identical, and keep multi-row execution totals linked to the filing footnote.

汇总金额时，应区分真实申报价格与空值、零值、行权价或加权平均价。衍生证券与对应标的股数不能当成相同单位直接相加，多行成交合计还应保留与申报脚注的关联。

Use QVeris to find insider transaction data capabilities用 QVeris 查找公司内部人交易数据能力

• Search specifically for Form 4 or corporate insider transactions, not 13F institutional holdings or congressional trades.
• Inspect ticker and CIK inputs, history, amendment handling, pagination, quotas, and source links.
• Keep provider-specific responses behind a normalized application interface.

• 明确搜索 Form 4 或美股公司内部人交易，不要混入 13F 机构持仓或美国国会议员交易。
• 检查 ticker 与 CIK 输入、历史范围、修订处理、分页、额度和来源链接。
• 将服务商特定响应封装在标准化的应用接口之后。

FAQ

Authoritative references and next steps权威参考与下一步

Use the SEC sources to verify the meaning and timing of Form 4 data, then confirm a third-party API's current free-plan contract before relying on it.

先通过 SEC 官方来源核对 Form 4 的含义和申报时点，再确认第三方 API 当前的免费套餐约定。