OpenInsider-MCP

Get recent cluster buys: companies where multiple insiders have bought stock in a short window.

Get the top insider purchases (by trade value) for a given period.

Run a flexible OpenInsider screener query with custom filters (transaction type, role, value range, date range, etc.).

FINRA Reg SHO daily short-sale volume for a ticker — DAILY FLOW (shares sold short that day), distinct from `short_interest` which is the bi-monthly snapshot of total shares short outstanding. Returns date, short volume, total volume, and short ratio. ~1 business day delay. Use when: - User asks 'is shorting picking up on TICKER recently' - Investigating short-term selling pressure or trend changes faster than bi-monthly SI cadence - Diether-Lee-Werner (2009) documented predictive power for next 20-day returns Critical: these numbers are NOT comparable to `short_interest` numbers; one is daily flow, the other is standing position.

Get the top insider sales (by trade value) for a given period.

Get the most recent insider trading filings across the entire market.

Get insider trades for a specific stock ticker, sourced from openinsider.com.

Get recent insider purchases of $25k+ by company officers (CEO, CFO, etc.).

S-3 shelf registrations and 424B5 takedowns for a ticker — both signal share issuance. S-3 = the shelf authorization itself (lower immediate impact); 424B5 = actual sale off the shelf (higher impact, often -3% announcement reaction per Loughran-Ritter). Returns parsed shelf amount and use-of-proceeds excerpt when extractable. Use when: - User asks 'is TICKER raising money' or 'why is TICKER weak today' - Pre-earnings or pre-catalyst dilution-risk check - Following up on a sudden price drop on heavy volume Important context: small-cap biotech S-3 takedowns are frequently pre-PDUFA capital raises (interpret in biotech context); non-biotech 424B5s are more directly bearish.

Live stock quote for a ticker, sourced from Yahoo Finance. Returns one Quote object: current price, previous close, 52-week range, regular-session volume + 3-month average volume, market cap, beta, trailing/forward P/E, dividend yield, ex-dividend date, next earnings date, currency, exchange, and ISO timestamp. Cache TTL is 60s. Use when: - User asks "what's TICKER trading at" or "TICKER price" - Cross-referencing valuation (P/E, market cap) with insider activity or short interest - Checking the next earnings date or current dividend yield Caveats: - dividendYield is a decimal, not a percent (0.0042 = 0.42%) — matches Yahoo's wire format - ETFs typically have null trailingPE / forwardPE; many still have a dividendYield - Non-dividend payers have null dividendYield / exDividendDate - timestamp is the time of the most recent regular-session price; on weekends and holidays it points to the last trading session, not "now" - Sourced by scraping the structured JSON Yahoo embeds in its public quote page; throws a clean error if Yahoo's response shape changes or the ticker isn't found.

Recent SEC 8-K material event filings for a ticker, with parsed item codes. Common codes: 1.02=contract terminated, 2.02=earnings release, 2.06=material impairment, 4.01=auditor changed, 4.02=non-reliance/restatement, 5.02=officer/director departure or appointment, 8.01=other. Filter by `itemCodes`. Use when: - User asks 'what happened with TICKER' or 'why did TICKER move' - Investigating a price gap or unexpected catalyst - Looking specifically for restatements, impairments, or executive changes - Cross-referencing insider trades with the corporate event timeline.

Schedule 13D activist filings for a ticker — initial filings and amendments. 13D = active intent to influence (vs 13G = passive, excluded by default). Returns filer name, ownership pct, and Item 4 'Purpose of Transaction' excerpt when parseable. Brav-Jiang-Partnoy-Thomas (2008) documented mean +7% CAR around 13D events; magnitude has attenuated post-2008 but signal remains. Use when: - User asks 'who is accumulating TICKER' or 'is anyone activist on TICKER' - Researching takeover, restructuring, or proxy-fight catalysts - Looking at why a stock is moving on apparently no news - Pass `includeAmendments=false` to find only initial activist events (highest-impact day).

SEC failures-to-deliver for a ticker, plus current Reg SHO threshold-list status. Threshold inclusion = >10,000 shares AND >0.5% of total shares outstanding failed for 5 consecutive settlement days. Stratmann-Welborn (2016) document negative drift on threshold-list addition. Returns FTD share count + dollar value per period and a boolean threshold flag. Use when: - User asks 'is TICKER on the threshold list' or 'is there delivery pressure' - Investigating squeeze setups (high SI + threshold-list = stronger composite) - Researching microcap stocks with unusual short-side activity Caveats: ETF FTDs are largely market-maker operational (interpret cautiously); post-T+1 settlement (May 2024), aggregate FTD volumes have decreased materially.

Form NT-10K / NT-10Q late-filing notices for a ticker, with parsed reason text and a heuristic category: accounting / corporate / multiple / unspecified. Accounting-reason NTs are the strongest bearish variant (Bartov-DeFond-Konchitchki 2017 found significant negative CAR). Benign reasons (CFO transition, ERP migration, weather) are common and weaker. Use when: - Diligencing a stock that has dropped or become volatile - Pre-screening for accounting issues before earnings - Cross-checking against SEC comment letters or restatement risk - User asks 'is anything weird going on with TICKER'.

FINRA bi-monthly short-interest snapshots for a ticker, with delta vs prior period. Bi-monthly cadence: settlement on 15th and last business day, published ~7 business days later — the most recent snapshot may lag spot price by 1-2 weeks. Returns shares short, % of float, days-to-cover, and change vs prior period. Use when: - User asks 'is TICKER heavily shorted' or 'is short interest rising' - Researching squeeze setups (high SI + low float + threshold listing) or contrarian entries - Cross-referencing with insider buying — Wang-Lai (2023) found insider-buy + SI-spike combo predictive Important: for daily short FLOW (not standing position), use `daily_short_volume` instead — different measurements. pctOfFloat is null when SEC XBRL doesn't report shares outstanding under either dei:EntityCommonStockSharesOutstanding or us-gaap:CommonStockSharesOutstanding (uncommon; some foreign issuers and ADRs).

Get all trades by a specific insider, identified by their SEC CIK number. Find a CIK by searching for the person on sec.gov.