Insider filters
Every filter for insider trade rules, with examples.
Insider rules send an alert when a company insider reports a trade. See Insider trades for what the alert shows.
| Filter | What it does | Example |
|---|---|---|
| Symbol filter | Only these companies, or the companies in a watchlist. | AAPL, NVDA |
| Transaction type | Buy, Sell or Any. Any includes shares granted by the company, option exercises, shares withheld for taxes and gifts. | Buy |
| Min value ($) | Only trades worth at least this many dollars in total. | 250000 for $250K or more |
| Relationship (Pro) | Only insiders of this kind: Director, Officer, 10% owner or Other. | Director |
| Title (Pro) | Only officers with this title: CEO, CFO, COO, President, Chairman, VP or Other. | CEO |
Good to know
- Min value uses the total of all matching trades in the filing, the same amount the alert shows. Enter a plain number of dollars.
- Trades with no price, such as grants and gifts, have no dollar value, so they never pass a Min value filter.
- An insider can have several relationships at once, for example a CEO who is also a director. Relationship matches if any of them fits.
- Title only matches when the filing states the officer's title.
Example rules
- CEO and CFO buys over $100K: Transaction type Buy, Min value 100000, Title CEO. Create a second rule for CFO.
- Any big insider sale in my portfolio: Watchlist My portfolio, Transaction type Sell, Min value 1000000.
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