Modular Finance Dataflow

get_insider_holdings

TOOLGet insider holdingsscope: dataflow:insider.read · read-only
Tool description, as exposed to the agent
Returns what the insiders of a company currently hold in that company. Use search_securities first to obtain the company_id. Each row is an insider owner (owner_id) with the shares, capital fraction, votes fraction, and market value of their holding, plus the date the holding became effective. mode selects the beneficial-owner or manager perspective; results are ordered by capital, largest first. Pair with get_company_insiders (same company_id) for who these owners are and their roles. Successful calls may consume Dataflow credits.

Parameters

ParameterTypeDescription
company_idintegerrequiredCompany whose insiders' holdings to return, from search_securities. Nonzero integer; the sign of the ID has NO meaning. Pass it through verbatim.
atstringoptionalOptional snapshot date in YYYY-MM-DD. Defaults to today UTC. Must not be in the future.
mode'beneficial' | 'manager'optionalOwnership perspective. Default 'beneficial'.default "beneficial"
limitintegeroptionalMaximum number of insider holdings, ordered by capital descending. Hard cap 100.default 25 · min 1 · max 100

Billing

Pricing key: insider.holdings. Successful calls consume Dataflow credits per your contract. See Credits & pricing.