Answered By: Business Information Services
Last Updated: Jun 29, 2020     Views: 322

You can use Bloomberg, available in the Margolis Market Information Lab (MIL) at the Business Instructional Facility (BIF).

  • For specific insider holdings, type the Ticker symbol of the equity you want, then hit the Equity key and hit Go. Choose 2. Company Info, then 2. Management Profile. Choose a person and then choose 10. Reported Holdings.
  • To access the HOLDINGS MENU on Bloomberg, type the ticker, hit the EQUITY key , then type phdc and hit GO.
  • Choose Insiders only
  • 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, type of transaction. Click on a stock to display a graph of its historical prices with date of insider transactions.
  • For more info, type: insider and hit the green Help key

WRDS, stands for Wharton Research Data System, has information about insider data gleaned 13F, 144A, and Rule 10b5 filings through Thomson Reuters. It is a subscription financial data repository, aggregated by the Wharton School of Business at the University of Pennsylvania. WRDS is managed by the Illinois College of Business and its primary audience is business school faculty and doctoral students of the University of Illinois Urbana-Champaign (U of I). 

It is available for on campus affiliates through Business Information Services. It is for scholarly use only and not for commercial research. It is not accessible to the general public, UIC or UIS affiliates, or alumni.

To inquire further please contact:

You can also take a look at the website SecForm4.Com

And see the following databases:

- For insider info before 1984, look at the Official Summary of Security Transactions and Holdings (SEC), available online. 
- For later vols. see DOC.SE1.9: located at Main Stacks Government Documents. The U of I Library owns 1936-present.

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