2iQ and Thomson/Refinitiv Insiders Data are available via WRDS (see access details).

Use Bloomberg (see access details).

• For specific insider holdings, type the ticker symbol of the equity you want, hit the yellow <EQUITY> key and hit <GO>.
  • Choose Company Overview, then in the Management Overview section, select Management's Holdings.
  • Select the company name from the list of securities to view company executives and board members and their percentage of company shares outstanding. Click an individual's name and navigate to the Reported Holdings section of their bio to access more information.

• To access the Holdings Menu on Bloomberg, type the ticker, hit the <EQUITY> key. Then, type PHDC and hit <GO>. Choose Insiders, Sorted by Size or Insider Transactions.

• 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.

Use Capital IQ (see access details) - in the Company Screening tool, Company Ownership screening criteria include Insider Ownership and Insider Trades.

For insider information before 1984, look at the Official Summary of Security Transactions and Holdings (SEC)- call number: HG 4556 U5 A33. Lippincott Library owns 1935-2000.