Insider Trading Analysis

BUY/SELL activity by GICS sector

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What are Insider Trades? Insider trades are stock transactions made by company executives, directors, and major shareholders who have access to non-public information. These transactions must be reported to the SEC within two business days.

What are Politician Trades? U.S. Congress members (Senate and House) must disclose their stock transactions under the STOCK Act — these filings reveal how lawmakers invest relative to legislation they influence.

Important: Insider trades are (most of the time) NOT a timing tool. They provide insight into management confidence but should not be used as the sole basis for trading decisions. Insiders may sell for personal reasons unrelated to company performance.

BUY trades are often more indicative than SELLs.

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Insider Trades

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BUY Trades
Date Ticker Company Sector Industry Insider Rating Title Shares Price Value
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Insider Trade Chart

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Insider Buy Insider Sell Politician Buy (D) Politician Buy (R) Politician Sell (D) Politician Sell (R)

Insider Trade Cluster Detector

Coordinated insider activity within 30-day windows

Click on a cluster row to expand and view individual trades.High-Conviction Relevant Moderate
BUY Clusters 0
Ticker Company Sector Insiders Rating Total Value Strength Score Date
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Politicians Trade Performance

Simulated portfolios based on politician stock trade filings. Positions are mark-to-market using daily close prices. BUY creates positions; SELL closes FIFO.

Drawdown
Portfolio Return Annual Win% PF Max DD Trades Open Avg Hold
Politicians — Trading Statistics
Name Rating Net Profit Annual % Win % Max DD % DD Days Trades Avg Hold
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Disclaimer: Portfolio performance is estimated based on reported disclosure filings (STOCK Act). Actual trade prices, exact timing, and position sizes are not publicly available — values are derived from reported amount ranges and daily close prices. This simulation is for informational purposes only and does not constitute investment advice.

Insider Trade Performance

LONG-only portfolio simulation: BUY opens a position, subsequent SELL(s) close it FIFO. Only insiders with 30+ buy trades are shown.

Drawdown
Insider — Trading Statistics
Name Rating Net Profit Annual % Win % Max DD % DD Days Trades Avg Hold
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Disclaimer: Portfolio performance is estimated based on SEC Form 4 filings. Reported trade prices may differ from actual execution prices due to filing delays, pre-arranged trading plans (10b5-1), and stock-based compensation. This simulation is for informational purposes only and does not constitute investment advice.

Historical BUY/SELL Ratio

100%
Latest

Historical BUY/SELL Volume

100%
Latest

Cluster Insider Trades

How to Analyze and Interpret Coordinated Insider Activity

Cluster insider trades occur when multiple insiders of the same company buy or sell shares within a short time window. Compared to single transactions, clusters carry significantly higher informational value, as they reflect a shared internal assessment rather than an individual decision.

1Focus on Buys, Treat Sells with Caution

Cluster Buying is the most valuable signal. Insiders rarely buy shares for non-informational reasons. When several insiders commit personal capital at similar price levels, it usually reflects strong internal conviction about long-term value.

Cluster Selling is weaker and more context-dependent. Sales may be driven by diversification, tax planning, or compensation structures. Only broad, coordinated selling, especially near elevated valuations, should be interpreted as a cautionary signal.

2Who Is Buying Matters

The informational weight of a cluster increases with the role of the insiders involved:

  • CEO / CFO purchases are particularly significant
  • Senior executives generally carry more signal than non-executive directors
  • Repeated participation by financially focused insiders (e.g., CFO) strengthens credibility
  • Clusters involving multiple senior executives are especially meaningful
3Size, Frequency, and Timing

Effective cluster analysis considers:

  • Number of insiders (more participants = stronger signal)
  • Transaction size relative to historical behavior
  • Repetition over several days or weeks

Clusters that appear after price declines, negative news, or periods of high uncertainty tend to be more informative than those occurring during strong momentum phases.

4Time Horizon: A Long-Term Signal

Cluster insider trades are not timing tools. Their impact typically unfolds over:

  • 3 to 12 months
  • Often with initial price weakness before longer-term outperformance

They are best interpreted as expectation and valuation signals, not short-term trading triggers.

5Market Context Is Essential

The same cluster can carry different meaning depending on the broader environment:

  • Strongest signals occur in small and mid-cap stocks
  • Effectiveness increases during risk-off phases
  • Market-wide increases in cluster buying often coincide with excessive pessimism

Aggregated cluster activity can provide insight into market regimes and risk sentiment.

6What Cluster Trades Do NOT Indicate

They should not be used to predict:

  • Short-term price moves
  • Earnings reactions
  • Intraday or swing-trading opportunities

Their value lies in confirmation and context, not precise timing.

Conclusion

Cluster insider trades reflect shared internal conviction rather than isolated opinions. When evaluated correctly—by focusing on purchases, insider roles, size, repetition, and market context—they offer a powerful long-term signal about valuation and risk.

Cluster buying does not tell you when prices will turn, but it often reveals when pessimism has gone too far.

Used properly, cluster insider trades are best integrated into:

  • Risk and regime models
  • Long-term allocation frameworks
  • Composite indicators combining liquidity, volatility, and sentiment

Understanding Insider Trading Data

What Makes Insider Trades Significant?

Corporate insiders - CEOs, CFOs, directors, and major shareholders (>10% ownership) - have unique insight into their company's operations, financial health, and future prospects. When they buy or sell their own company's stock, it can signal their confidence or concerns about the company's trajectory.

Buying vs. Selling Signals

Insider Buying: Generally considered a bullish signal. Insiders typically buy only when they believe the stock is undervalued. There's usually only one reason to buy: they expect the price to go up.

Insider Selling: More nuanced and less reliable as a bearish signal. Insiders sell for many reasons beyond pessimism: diversification, tax planning, buying a house, college tuition, or exercising expiring options. Only clustered selling by multiple insiders may indicate genuine concern.

Key Metrics to Watch
  • Trade Value: Larger dollar amounts carry more weight - insiders putting significant personal wealth at stake is more meaningful
  • BUY/SELL Ratio: The ratio of buying to selling activity across sectors can reveal where insiders see value
  • Cluster Buying: Multiple insiders buying simultaneously is a stronger signal than a single purchase
  • Insider Title: Trades by CEOs and CFOs may carry more significance than lower-level insiders
Limitations and Caveats
  • Timing is imperfect: Insiders have been wrong before and don't have perfect foresight
  • Legal constraints: Insiders face trading windows and blackout periods that affect when they can trade
  • Pre-planned sales: Many sells are through 10b5-1 plans set up months in advance and don't reflect current sentiment
  • Compensation structure: Stock-based compensation leads to regular selling that's unrelated to outlook
  • Reporting delays: While most trades are reported within 2 days, the market may have already moved
How to Use This Data

Use insider trading data as one input among many in your analysis process:

  • Look for patterns rather than individual trades
  • Focus on cluster buying where multiple insiders act similarly
  • Pay attention to sector trends - where are insiders most bullish?
  • Consider the context - is the company undervalued? Recent news?
  • Combine with fundamental analysis and technical indicators

Data Source: Insider trading data is sourced from SEC Form 4 filings, which insiders must file within two business days of a transaction. Data is updated daily to provide the most current view of insider activity.

What Makes Insider Trades Significant?

Corporate insiders - CEOs, CFOs, directors, and major shareholders (>10% ownership) - have unique insight into their company's operations, financial health, and future prospects. When they buy or sell their own company's stock, it can signal their confidence or concerns about the company's trajectory.

Buying vs. Selling Signals

Insider Buying: Generally considered a bullish signal. Insiders typically buy only when they believe the stock is undervalued. There's usually only one reason to buy: they expect the price to go up.

Insider Selling: More nuanced and less reliable as a bearish signal. Insiders sell for many reasons beyond pessimism: diversification, tax planning, buying a house, college tuition, or exercising expiring options. Only clustered selling by multiple insiders may indicate genuine concern.

Key Metrics to Watch
  • Trade Value: Larger dollar amounts carry more weight - insiders putting significant personal wealth at stake is more meaningful
  • BUY/SELL Ratio: The ratio of buying to selling activity across sectors can reveal where insiders see value
  • Cluster Buying: Multiple insiders buying simultaneously is a stronger signal than a single purchase
  • Insider Title: Trades by CEOs and CFOs may carry more significance than lower-level insiders
Limitations and Caveats
  • Timing is imperfect: Insiders have been wrong before and don't have perfect foresight
  • Legal constraints: Insiders face trading windows and blackout periods that affect when they can trade
  • Pre-planned sales: Many sells are through 10b5-1 plans set up months in advance and don't reflect current sentiment
  • Compensation structure: Stock-based compensation leads to regular selling that's unrelated to outlook
  • Reporting delays: While most trades are reported within 2 days, the market may have already moved
How to Use This Data

Use insider trading data as one input among many in your analysis process:

  • Look for patterns rather than individual trades
  • Focus on cluster buying where multiple insiders act similarly
  • Pay attention to sector trends - where are insiders most bullish?
  • Consider the context - is the company undervalued? Recent news?
  • Combine with fundamental analysis and technical indicators

Data Source: Insider trading data is sourced from SEC Form 4 filings, which insiders must file within two business days of a transaction. Data is updated daily to provide the most current view of insider activity.

Understanding Politician Trades

How to Interpret Congressional Stock Trading Activity

What Are Politician Trades?

Members of the U.S. Congress (Senate and House of Representatives) are required to disclose stock transactions under the STOCK Act of 2012. These filings must be submitted within 45 days of the transaction, though many are filed later.

Why Do Politician Trades Matter?

Politicians have access to non-public information through committee briefings, regulatory discussions, and legislative drafting. While trading on material non-public information is illegal, studies have shown that congressional portfolios historically outperform the market.

Party Affiliation

Trades are color-coded by party: Democrats (blue) and Republicans (red). Cross-party agreement (both parties buying/selling the same stock) can be a particularly strong signal.

Key Signals to Watch
  • Committee-relevant trades: A senator on the Banking Committee buying bank stocks carries more weight
  • Cluster buying: Multiple politicians buying the same stock within a short window
  • Large transactions: Trades in the $100K+ range suggest stronger conviction
  • Sector patterns: Broad congressional buying in a sector can precede favorable regulation
Limitations
  • Delayed reporting: Filings can lag 45+ days
  • Spousal/dependent trades: Some filings are for family members
  • Managed accounts: Some trades are made by financial advisors

Data Sources: Official Senate eFD, House Financial Disclosures, supplemented by Capitol Trades.

Data Sources

SEC Filings: SEC EDGAR (Form 4 filings) | Insider Data: OpenInsider

Politician Trades: Senate eFD (Senate disclosures) | House Financial Disclosures | Capitol Trades (supplementary)