LibGuides: Companies’ Insider Ownership: Getting Started

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Subjects: Accounting, Business, Computer Science, Finance, Information Systems & Cyber Security

Capital IQ
S&P Capital IQ provides information on U.S. and international public and private companies, private equity firms, active securities and company executives, board members and investment professionals worldwide. CIQ includes data on M&A/financing transactions, public offerings, corporate executives and board directors, compensation, news, filings, screening tools, chart builder, Excel Plug-In modeling tool, real-time market data and news, macroeconomic data, industry analyses, investment research, and more. The relationship tree helps identify connections among individuals and companies up to three degrees of separation.

During the COVID-19 disruption, UTSA students, faculty and staff may temporarily register for remote access to S&P Capital IQ off campus. Click on the database name to create a New User account using your @utsa.edu or @my.utsa.edu email account, or use your existing login. To download Office Plug-in, go to My Capital IQ tab > My Profile > Downloads. Go to Help in the top right to learn more about using Capital IQ. You may also complete Capital IQ training at S&P Market Intelligence Academic Resource Center.

To access data/info on Insider Ownership from Capital IQ:

Type a company name or stock ticker in the search box (at the top of any page of Capital IQ)
On the left side navigation under Investors (located on the last #5 link)
Now you have the following options you can select and click:
- Public Ownership > a set of tabs for selections > Detailed | History | Crossholdings | Insider Trading | Charts
  - If selecting Insider Trading tab > you can see "All History" of Individual Trades > e.g.: for Zoom Video Communications
- Private Ownership
- Capitalization Table
- Capitalization Table - detail
To save, select Excel from the left corner

Capital IQ: Another way to access data/info on Insider Ownership:

Start Capital IQ >
Screening tab / menu >
Company Screening >
Company Ownership screening >
Company Ownership box (this box is located on the 2nd column in the middle of the page) >
Select Insider Ownership OR Insider Trades

Mergent Online
Provides a comprehensive suite of business and financial information, including financial data on 15,000 NYSE, AMEX, and NASDAQ companies, with current and historical annual reports and SEC filings since 1993 through EDGAR Search, as well as financial data on 20,000 active and inactive international companies in over 100 countries; institutional holding and insider trading data with current records of company stock purchases and sales; 15 years of standardized quarterly and annual income statements from 35,000 companies in over 100 countries; thirty years of equity pricing data; independent equity research on 4,000 publicly-traded North American companies with buy, hold, and sell recommendations; and biographical, salary/compensation, and insider stock trading data on over 200,000 executives in U.S. corporations.

Start Mergent Online
In the Company Search box, enter symbol or Company Name, then click Go
On the resulting page, select "Ownership" tab (the 3rd tab on the top)
Now you should have the following options for clicking
- Institutional holdings
- Insiders
- Insider trades

MorningStar Investment Research Center
Provides exclusive investment tools, up-to-date Morningstar financial data and research on 24,000 mutual funds, 10,000 stocks, and reports on more than 850 exchange-traded funds; research and independent opinions on mutual funds, stocks, and exchange-traded funds. Ratings and risk information are updated daily.The UTSA license is for TWO simultaneous users. When both seats are in use, you will see a username and password prompt. Wait 15 minutes and try again. Please click on the End Session link when you leave your session. Only a few people can use this database at one time.

Start MorningStar Investment Research Center
Click Equity tab
Type a company name or stock ticker in the search box and click Go
Get a resulting page for this company
Scroll down to the section of "Ownership" and then click "More Ownership data" OR
Scroll down to the section of "Executive Team" and them click "More Executive Team data"

Access Method 1

For specific insider holdings, type a company stock ticker of interest
First hit the yellow <EQUITY> key and then hit <GO>
Now you are in Company Overview
then got to the Management Overview section and select Management's Holdings.
Select the company name from the list of securities to view company executives and board members and their percentage of company shares outstanding.
Click an individual's name and navigate to the Reported Holdings section of their bio to access more information.

Access Method 2

To access the Holdings Menu on Bloomberg,
Type the ticker, hit the <EQUITY> key.
Then, type PHDC and hit <GO>.
Now you have the following options:
- Insiders,
- Sorted by Size or
- Insider Transactions.

Access Method 3 (For stocks that have experienced the most purchases and sales by insiders)