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iexcloud.io

You'll need to create an account. Once you do that, you'll need to grab your API key from https://iexcloud.io/console/tokens. Look for the "secret" token, it'll resemble sk_dcdxxxxxxxxxxxxxxxxxxxxxxxxxea31.

Get 30 days of data:

curl -k 'https://cloud.iexapis.com/stable/stock/pvtl/quote?token=sk_XXX&filter=latestTime,latestVolume,latestPrice'

Get 30 days, but just the date & closing price:

curl -k 'https://cloud.iexapis.com/stable/stock/pvtl/chart?token=sk_XXX&filter=date,close' | jq -r .

Get 30 days, and use jq to create a CSV file to import into Google Sheets.

curl -k 'https://cloud.iexapis.com/stable/stock/pvtl/chart/max?token=sk_XXX&chartCloseOnly=true' > /tmp/pivotal.json
jq -r '.[] | .date + "," + (.close | tostring)' /tmp/pivotal.json > /tmp/pivotal.csv

You'll need a for-pay account to get insider activity. I signed up for a 1-month for $19 & then immediately canceled after I had downloaded the insider activity.

curl -k 'https://cloud.iexapis.com/stable/stock/pvtl/insider-transactions?token=sk_XXX’ \
  > ~/aa/finances/pivotal_insiders.json

The dates are unreadable—the number of milliseconds in UNIX Epoch time does not lend itself to easy reading. 1550102400000 is cryptic, but 2019-02-14 is not. Let's convert to a human-readable date.

jq -r '.[].effectiveDate |= (. / 1000 | strftime("%Y-%m-%d")) | .[]' ~/aa/finances/pivotal_insiders.json

Much better, but we're not done: we need to filter the transactions. We are only interested in transactions whose tranValue is negative (which is a stock sale).

jq -r 'map(select(.tranValue < 0))
    | map(select(.tranValue != null))
    | .[].effectiveDate |= (. / 1000 | strftime("%Y-%m-%d"))
    | .[]
    | .fullName + "," +
      .effectiveDate + "," +
      (.tranValue|tostring) + "," +
      (.tranShares|tostring)' \
    ~/aa/finances/pivotal_insiders.json \
    | sort -t , -k 1,2 \
    > /tmp/pivotal_insiders.csv

Deciphering Insider Activity

Let's look at an example: On May 1, 2019, Pivotal president William Cook exercised & sold 30,000 shares. Here's the SEC filing.

And here are the corresponding JSON entries from IEX Cloud:

{
  "fullName": "William Cook",
  "reportedTitle": "President",
  "effectiveDate": "2019-05-01",
  "tranShares": -30000,
  "tranPrice": null,
  "tranValue": null
}
{
  "fullName": "William Cook",
  "reportedTitle": "President",
  "effectiveDate": "2019-05-01",
  "tranShares": -30000,
  "tranPrice": 21.11,
  "tranValue": -633300
}
{
  "fullName": "William Cook",
  "reportedTitle": "President",
  "effectiveDate": "2019-05-01",
  "tranShares": 30000,
  "tranPrice": 5.06,
  "tranValue": 151800
}

Note:

  • The first transaction, with null values for tranPrice and tranValue, is confusing—I'm ignoring it for the time being.
  • The second transaction, with a tranValue of -633,300, is the sale. This is the important transaction.
  • The third transaction is the purchase (the exercise of securities).

Take-away: I am only interested in negative tranValue entries.

SEC Filings

To decipher Insider Activity, browse the SEC filings, e.g. https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001574135&type=&dateb=&owner=include&count=40.

  • Select Ownership? to include and then press search.

  • Look in the Filings columns for the ones that say 4; those are Insider Activity reports