Strategy 5 of 8
Insiders in context: executive buying, with the 13F view alongside
How to keep only the insider purchases that matter (open-market, sizeable and outside pre-scheduled plans) and see whether concentrated managers also hold the stock.
No account5 min
Step by step
- Go to Insiders.
- Choose Buys and a Minimum amount of US$ 100,000 or more. Leave Hide planned trades (10b5-1) ticked.
- The filters stay in the page address: bookmark it or share it and it opens the same way.
- Read each row: the amount, who bought (officer, director or 10% owner), when they traded and when they filed, and the labels, such as the one saying how many concentrated managers hold the stock.
- Use the table's search box to filter by company or person. Further down is the by-company view for the last 30 days, and Download CSV saves the list.
- To cross-check the other way: in Ideas → Custom filter, tick Insiders buying and add a minimum number of concentrated managers or a sector.
With a free account, one step further
- On the stock's page, the Insiders & 13D tab shows purchases over 3, 6 or 12 months and whether the CEO or CFO bought.
- From the same page, Alerts → Insiders buy shares flags it for you on the site.
What to look for and how to read it
- An open-market purchase with one's own money says something different from a sale: people sell for taxes, to diversify or under pre-scheduled plans. That is why the purchase filter comes first.
- A purchase worth 25% or more of what that person already held weighs more than the amount itself: it is a big decision for them.
- Several insiders buying in the same week say more than a single one.
Limits and caveats
- Form 4 is filed up to two business days after the trade.
- The list shows the most recent trades; for more history, use each stock's page.
- 10% owners with no role are shown separately, with Show 10% owners with no role.
Everything comes from public SEC filings. A 13F is filed up to 45 days after the quarter ends: these are not real-time positions. It is for research, not investment advice. How to read a 13F.