insider-activity-trading

Name: insider-activity-trading
Author: SKE-Labs

15stars2forks

How to install insider-activity-trading?

ske-labs/agent-trading-skills/insider-activity-trading

$npx -y skills add SKE-Labs/agent-trading-skills --skill insider-activity-trading

Installs into the current project.

Summary

Parse and evaluate SEC insider filings as delayed contextual evidence. Use when analyzing Form 4 codes, holdings changes, footnotes, amendments, purchase/sale clusters, and 10b5-1 disclosures.

Files · 1

View on GitHub

SKILL.md

1	# Insider Activity Trading
2
3	Use insider filings as delayed, contextual evidence. A transaction may reflect valuation views, compensation, taxes, liquidity needs, ownership policy, or a trading plan; it does not reveal motive by itself.
4
5	## Filing Fields
6
7	Record issuer, insider role, filing and transaction timestamps, direct/indirect ownership, transaction code, price, shares, post-transaction holdings, footnotes, derivative status, and 10b5-1 disclosure. Confirm amendments and avoid double counting the same beneficial owner.
8
9	## Signal Interpretation
10
11	### Open-Market Purchases
12
13	\| Factor \| Stronger Signal \|
14	\| --- \| --- \|
15	\| Multiple independent insiders buying \| Candidate cluster; define window before testing \|
16	\| Large purchases \| Meaningful % of holdings \|
17	\| After price drop \| Buying the dip \|
18	\| C-suite buying \| CEO/CFO conviction \|
19
20	### Sales and Other Codes
21
22	Separate open-market purchases/sales (`P`/`S`) from grants, option exercises, tax withholding, gifts, and other codes. Read footnotes and plan disclosures; even an open-market purchase or sale has an unobserved motive.
23
24	\| Selling Reason \| Signal Strength \|
25	\| --- \| --- \|
26	\| Planned (10b5-1) \| Contextual; inspect adoption date, terms, and amendments \|
27	\| Diversification \| Weak negative \|
28	\| After big run-up \| Moderate negative \|
29	\| Unusual amount \| Stronger negative \|
30	\| Multiple C-suite selling \| Candidate cluster requiring plan/code/holdings context \|
31
32	## Bullish vs Bearish Patterns
33
34	\| Bullish \| Bearish \|
35	\| --- \| --- \|
36	\| CEO buying the dip \| Multiple C-suite selling \|
37	\| Independently defined purchase cluster \| Selling right after guidance \|
38	\| Large $ purchases on weakness \| Unusual volume of sales \|
39	\| Buying after bad news \| Selling before scheduled news \|
40
41	## Workflow
42
43	### 1. Research Insider Activity
44
45	```
46	get_financial_news(topic="AAPL insider buying selling SEC Form 4 filing", max_results=15)
47	get_fundamentals(ticker="AAPL")
48	```
49
50	Look for: recent Form 4 filings, transaction size, buyer/seller role, and whether purchases are scheduled (10b5-1) or discretionary.
51
52	### 2. Assess Pattern
53
54	- Single insider selling = low signal, check if 10b5-1 planned
55	- Single insider buying = moderate signal, check size relative to holdings
56	- Purchase cluster = count independent insiders within a predeclared window and compare with issuer history
57	- C-suite selling unusual amounts = red flag, investigate further
58
59	### 3. Combine with Fundamentals
60
61	Insider activity is a confirming signal, not standalone. Cross-reference with company fundamentals, recent earnings, and technical setup before acting.
62
63	## Evidence and Validation
64
65	- Treat the setup as a testable hypothesis, not a prediction. Define thresholds, entry, invalidation, and exit before evaluating outcomes.
66	- Calibrate on the same instrument, venue, session, and timeframe. Use closed candles and a held-out or walk-forward sample; record every variant tried.
67	- Include spread, fees, slippage, borrow or funding, partial fills, and latency. Reject the setup when net expectancy is not positive or depends on one narrow parameter.
68	- Return observed inputs, missing data, cost assumptions, entry, invalidation, exit, and a valid, watch, or no-trade status.
69	- Research basis: The [SEC Form 3/4/5 bulletin](https://www.sec.gov/file/forms-3-4-5pdf) explains codes and two-business-day reporting, while the [10b5-1 rule](https://www.sec.gov/rules-regulations/2022/12/insider-trading-arrangements-related-disclosures) requires plan-related disclosures.
70
71	## Key Rules
72
73	- Never trade on a headline; parse the filed form, codes, footnotes, ownership, and amendments.
74	- Do not equate a 10b5-1 label with neutrality or a transaction with a disclosed motive.
75	- Normalize transaction value by prior holdings, compensation, market capitalization, and insider history.
76	- Use filing availability time—not transaction time—to prevent look-ahead bias; Form 4 is generally due within two business days, subject to form rules.
77	- Define cluster windows and event exclusions before testing; report `no trade` when context is missing.
78
79	## Related Skills
80
81	- earnings-trading -- Insider activity around earnings signals management confidence
82	- sentiment-analysis -- Insider buying is a high-credibility input to sentiment scoring

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insider-activity-trading

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View on GitHub

How to install insider-activity-trading?

ske-labs/agent-trading-skills/insider-activity-trading

$npx -y skills add SKE-Labs/agent-trading-skills --skill insider-activity-trading

Installs into the current project.

Summary

Parse and evaluate SEC insider filings as delayed contextual evidence. Use when analyzing Form 4 codes, holdings changes, footnotes, amendments, purchase/sale clusters, and 10b5-1 disclosures.

Files · 1

View on GitHub

SKILL.md

1	# Insider Activity Trading
2
3	Use insider filings as delayed, contextual evidence. A transaction may reflect valuation views, compensation, taxes, liquidity needs, ownership policy, or a trading plan; it does not reveal motive by itself.
4
5	## Filing Fields
6
7	Record issuer, insider role, filing and transaction timestamps, direct/indirect ownership, transaction code, price, shares, post-transaction holdings, footnotes, derivative status, and 10b5-1 disclosure. Confirm amendments and avoid double counting the same beneficial owner.
8
9	## Signal Interpretation
10
11	### Open-Market Purchases
12
13	\| Factor \| Stronger Signal \|
14	\| --- \| --- \|
15	\| Multiple independent insiders buying \| Candidate cluster; define window before testing \|
16	\| Large purchases \| Meaningful % of holdings \|
17	\| After price drop \| Buying the dip \|
18	\| C-suite buying \| CEO/CFO conviction \|
19
20	### Sales and Other Codes
21
22	Separate open-market purchases/sales (`P`/`S`) from grants, option exercises, tax withholding, gifts, and other codes. Read footnotes and plan disclosures; even an open-market purchase or sale has an unobserved motive.
23
24	\| Selling Reason \| Signal Strength \|
25	\| --- \| --- \|
26	\| Planned (10b5-1) \| Contextual; inspect adoption date, terms, and amendments \|
27	\| Diversification \| Weak negative \|
28	\| After big run-up \| Moderate negative \|
29	\| Unusual amount \| Stronger negative \|
30	\| Multiple C-suite selling \| Candidate cluster requiring plan/code/holdings context \|
31
32	## Bullish vs Bearish Patterns
33
34	\| Bullish \| Bearish \|
35	\| --- \| --- \|
36	\| CEO buying the dip \| Multiple C-suite selling \|
37	\| Independently defined purchase cluster \| Selling right after guidance \|
38	\| Large $ purchases on weakness \| Unusual volume of sales \|
39	\| Buying after bad news \| Selling before scheduled news \|
40
41	## Workflow
42
43	### 1. Research Insider Activity
44
45	```
46	get_financial_news(topic="AAPL insider buying selling SEC Form 4 filing", max_results=15)
47	get_fundamentals(ticker="AAPL")
48	```
49
50	Look for: recent Form 4 filings, transaction size, buyer/seller role, and whether purchases are scheduled (10b5-1) or discretionary.
51
52	### 2. Assess Pattern
53
54	- Single insider selling = low signal, check if 10b5-1 planned
55	- Single insider buying = moderate signal, check size relative to holdings
56	- Purchase cluster = count independent insiders within a predeclared window and compare with issuer history
57	- C-suite selling unusual amounts = red flag, investigate further
58
59	### 3. Combine with Fundamentals
60
61	Insider activity is a confirming signal, not standalone. Cross-reference with company fundamentals, recent earnings, and technical setup before acting.
62
63	## Evidence and Validation
64
65	- Treat the setup as a testable hypothesis, not a prediction. Define thresholds, entry, invalidation, and exit before evaluating outcomes.
66	- Calibrate on the same instrument, venue, session, and timeframe. Use closed candles and a held-out or walk-forward sample; record every variant tried.
67	- Include spread, fees, slippage, borrow or funding, partial fills, and latency. Reject the setup when net expectancy is not positive or depends on one narrow parameter.
68	- Return observed inputs, missing data, cost assumptions, entry, invalidation, exit, and a valid, watch, or no-trade status.
69	- Research basis: The [SEC Form 3/4/5 bulletin](https://www.sec.gov/file/forms-3-4-5pdf) explains codes and two-business-day reporting, while the [10b5-1 rule](https://www.sec.gov/rules-regulations/2022/12/insider-trading-arrangements-related-disclosures) requires plan-related disclosures.
70
71	## Key Rules
72
73	- Never trade on a headline; parse the filed form, codes, footnotes, ownership, and amendments.
74	- Do not equate a 10b5-1 label with neutrality or a transaction with a disclosed motive.
75	- Normalize transaction value by prior holdings, compensation, market capitalization, and insider history.
76	- Use filing availability time—not transaction time—to prevent look-ahead bias; Form 4 is generally due within two business days, subject to form rules.
77	- Define cluster windows and event exclusions before testing; report `no trade` when context is missing.
78
79	## Related Skills
80
81	- earnings-trading -- Insider activity around earnings signals management confidence
82	- sentiment-analysis -- Insider buying is a high-credibility input to sentiment scoring

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6 picks

Type