BoothCheck Insider Plans API

openapi: 3.2.0
info:
  title: boothcheck Insider Plans API
  version: 1.4.0
  description: 'Read-only derived data from SEC filings: what a stock price is betting on (implied growth, duration, margin), research report sections, segment snapshots, peer cohorts, a management guidance track record, risk-factor additions, insider and holder fact registers, and the cross-company analyst desk (one table and deterministic brief across 2 to 25 names, available to signed-in Founding Access accounts). No Boothcheck house fair value, price target, or rating. Informational and research purposes only.'
  termsOfService: https://boothcheck.com/api-terms
  contact:
    url: https://boothcheck.com/developers
servers:
- url: https://boothcheck.com/api/v1
tags:
- name: Insider Plans
paths:
  /insider-plans:
    get:
      operationId: get_insider_plans
      summary: 10b5-1 trading plans and the trades under them
      description: 'Plan-level view of the Rule 10b5-1 and non-Rule 10b5-1 trading arrangements a US issuer disclosed under Item 408(a) of Regulation S-K (10-Q/10-K, since mid 2023): one row per adopted plan with the person, title, adoption date, expiration, duration, aggregate shares available, any later termination, and the Form 4 trades linked to it (count, shares, value, first and last trade dates, days from adoption to first trade, share of the disclosed aggregate used). Trades link only on a matching footnoted adoption date or the single plan live on the trade date. Filed facts only; never a signal, score or recommendation. Requires a signed-in Founding Access account API key (Authorization: Bearer bck_...).'
      parameters:
      - name: ticker
        in: query
        required: true
        schema:
          type: string
        description: US stock ticker symbol, e.g. NVDA
      - name: format
        in: query
        required: false
        schema:
          type: string
          enum:
          - json
          - csv
          default: json
        description: Response format. CSV requires a signed-in Founding Access account key.
      security:
      - apiKey: []
      responses:
        '200':
          description: Structured result. Every payload carries an informational-purposes disclaimer; no Boothcheck house fair value, price target, or rating.
        '401':
          description: Missing or invalid API key for a keyed endpoint.
        '404':
          description: Ticker not covered or no data for this surface.
        '429':
          description: Rate limit reached for the key tier.
      tags:
      - Insider Plans
  /insider-plans/{ticker}:
    get:
      operationId: get_insider_plans_by_path
      summary: 10b5-1 trading plans and the trades under them
      description: 'Plan-level view of the Rule 10b5-1 and non-Rule 10b5-1 trading arrangements a US issuer disclosed under Item 408(a) of Regulation S-K (10-Q/10-K, since mid 2023): one row per adopted plan with the person, title, adoption date, expiration, duration, aggregate shares available, any later termination, and the Form 4 trades linked to it (count, shares, value, first and last trade dates, days from adoption to first trade, share of the disclosed aggregate used). Trades link only on a matching footnoted adoption date or the single plan live on the trade date. Filed facts only; never a signal, score or recommendation. Requires a signed-in Founding Access account API key (Authorization: Bearer bck_...).'
      parameters:
      - name: ticker
        in: path
        required: true
        schema:
          type: string
        description: US ticker symbol.
      - name: format
        in: query
        required: false
        schema:
          type: string
          enum:
          - json
          - csv
          default: json
        description: Response format. CSV requires a signed-in Founding Access account key.
      security:
      - apiKey: []
      responses:
        '200':
          description: Structured result. Every payload carries an informational-purposes disclaimer; no Boothcheck house fair value, price target, or rating.
        '401':
          description: Missing or invalid API key for a keyed endpoint.
        '404':
          description: Ticker not covered or no data for this surface.
        '429':
          description: Rate limit reached for the key tier.
      tags:
      - Insider Plans
components:
  securitySchemes:
    apiKey:
      type: http
      scheme: bearer
      description: API key (bck_...). Create one from any signed-in Founding Access account at https://boothcheck.com/settings.