Insider filings are organised by filer. Because an individual keeps the same identifier across employers, their filings can be collected into one history covering every issuer where they hold a reportable role.
Where the history begins
It begins when the person becomes an insider — appointment as an officer or director, or crossing an ownership threshold — and the first filing is a statement of what they already hold. Nothing was bought on that date.
If that opening filing is missing from our record, the holdings column starts mid-story and the first change will look larger or smaller than it is.
Where it ends
It ends when the reporting obligation ends. A departure removes the person from future filings, and transactions afterwards are simply not reported. An abruptly stopping history usually records a resignation, not a decision to stop trading.
What the shape of the record reflects
Several regularities in insider data come from rules rather than from views about a company:
- Awards cluster in the same month each year because compensation calendars repeat.
- Sales cluster shortly after vesting dates, and part of that is tax withholding rather than a decision.
- Trades made under a pre-arranged plan execute mechanically on a schedule fixed months earlier, so the transaction date is not the decision date.
- A rule requiring certain short-term profits to be returned to the company discourages transactions in opposite directions within six months, which shapes the spacing of activity.
Reading any of these as sentiment reads the calendar rather than the person.
Multiple companies
Someone sitting on several boards files under one identifier for all of them. Their history therefore mixes issuers, and grouping by company is necessary before any figure means anything. Holdings in particular are per issuer and must never be summed across them.
What the page will not do
There is no ranking of insiders, no score, no signal and no interpretation of what a pattern means. The page shows what was filed, when it happened, when it was disclosed, and what the person held afterwards.