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Major upgrade to Securities Mosaic Insider Search coming soon

December 4, 2018

Pursuant to Section 16 of the Exchange Act, an issuing company’s directors, officers, and 10%+ beneficial owners (“insiders”) must disclose whenever they acquire or dispose of the securities of that company.  Insider transactions, disclosed in Forms 3, 4, and 5, may include open market cash purchases or sales, as well as equity compensation in the form of stock grants and awards, plus options exercises, conversions, and much more.

200398089-001We are excited to announce that we have completely rebuilt the Insider Search tool on Lexis Securities Mosaic to optimize our users’ ability to research, track, and understand this rich data.  To be released this weekend, the new search page will offer the following benefits:

  • Search on transactions by size, dollar value, and type of security acquired or disposed.  For example, instantly identify insider transactions in which more than $1 million in securities was sold for cash on the open market.
  • Filter by transaction type or category.  For example, you can limit your search to any transactions exempt under Rule 16b-3; or to securities acquired by inheritance.
  • Search by the dollar value of the owner’s holdings following a transaction.
  • Search on the aggregate value transacted in insider filings, as reflected in all the transactions within a given filing. You can look for a specific dollar range targeting the total acquired, total disposed, or the net change in value (whether positive or negative).
  • Text-search the crucial footnotes section of insider filings
  • Get a bird’s eye view of the insider reporting landscape with our new results display that provides a wide area of essential data points for each transaction
  • Export your results to Excel to get an even wider view, along with the ability to further slice and dice data for closer analysis
  • Create real-time alerts for all search/filter options

If you have questions, feel free to reach out to us at lsmsupport@lexisnexis.com or 888-925-8627.

 

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