Transparency

Data Sources & Attribution

The Insider Index aggregates and analyzes data from multiple publicly available sources. This page provides transparency about where our data comes from, how it is processed, and the limitations.

Sources

Four disclosure sources, and prices

For each disclosure: who files it, the window the law sets, and the newest filing we hold. Then the prices beside them.

Congressional Trading Data

Window open

Members of Congress are required to disclose securities transactions under the Stop Trading on Congressional Knowledge (STOCK) Act of 2012. These disclosures include purchases, sales, and exchanges of stocks, bonds, and other securities.

Source: House and Senate periodic transaction reports, via Quiver and the House Clerk

Who files: Members of Congress

Filing window: 45 days (STOCK Act, Pub. L. 112-105 §6)

22 Oct 2026

Newest disclosure

98,155

Disclosed lines on record

Source: House and Senate periodic transaction reports (via Quiver and the House Clerk), disclosed to 22 Oct 2026; each disclosed line counted once, counted 26 Oct 2026.
Technical detail

What it contains

  • Member name and state/district
  • Transaction type (purchase, sale, exchange)
  • Security name and ticker symbol
  • Transaction date
  • Estimated value range (not exact amounts)
  • Disclosure filing date

How it is counted

Each disclosed line is counted once. The same trade disclosed through both Quiver and the House Clerk can appear as two lines.

How its age is judged

Window open while a transaction traded in the last 45 days is on record. Past window when there is no transaction traded in more than 45 days.

Limitations

  • Transactions must be reported within 45 days of the trade date
  • Values are reported in ranges (e.g., $1,001 - $15,000), not exact amounts
  • Some transactions may be filed late or amended
  • Spousal and dependent transactions may be included

A trade made last week may not appear here for another five weeks.

disclosures-clerk.house.govefdsearch.senate.gov

Hedge Fund Holdings (13F Data)

Current

Institutional investment managers with investment discretion over at least $100 million in section 13(f) securities are required to file Form 13F with the SEC quarterly. These filings disclose their long positions in U.S. equity securities.

Source: U.S. Securities and Exchange Commission (SEC) EDGAR Database

Who files: Institutional investment managers

Filing window: 45 days after quarter end (17 CFR 240.13f-1 · Rule 0-3)

14 Aug 2026

Newest 13F-HR filed

104

Form 13F-HR filings on record

Source: SEC EDGAR Form 13F-HR, newest filed 14 Aug 2026, for the period ending 30 Jun 2026.Source: SEC EDGAR Form 13F-HR, 104 filings ingested, counted 27 Oct 2026.
Technical detail

What it contains

  • Fund name and CIK number
  • Security name and CUSIP
  • Number of shares held
  • Market value as of quarter end
  • Investment discretion type
  • Voting authority

Options

Included where the filing reports them. 41,672 call and put rows are on record.

Source: institutional holdings reported on SEC EDGAR Form 13F, rows reported as call or put options, counted 27 Oct 2026.

How its age is judged

Past window once a quarter’s due date has passed without it; current before then. A filing’s period is printed only where the filing itself states it.

The next deadline is 16 Nov 2026.

Source: 17 CFR 240.13f-1 and Exchange Act Rule 0-3, due 45 days after quarter end, or the next business day when that falls on a weekend or federal holiday.

Limitations

  • 13F filings are due 45 days after quarter end (significant delay)
  • Only long positions are disclosed (no short positions)
  • Only covers U.S. exchange-traded securities above certain thresholds
  • Positions may have changed significantly since the filing date
sec.gov/edgar · 13F-HR

Index Fund Holdings

Current

We collect holdings data from major index funds and ETFs, including their constituent securities and position values. This data helps identify which securities are included in the most widely tracked indices.

Source: SEC N-PORT and 13F filings

Who files: Registered funds, including index funds and ETFs

Filing window: 60 days after fiscal quarter end (17 CFR 270.30b1-9)

25 Sep 2026

Newest N-PORT filed

849

Form N-PORT filings on record

Source: SEC EDGAR Form N-PORT, newest filed 25 Sep 2026, for the period ending 31 Jul 2026.Source: SEC EDGAR Form N-PORT, 849 filings ingested, counted 27 Oct 2026.
Technical detail

Data Points Collected

  • Fund name
  • Constituent securities, with CUSIP and share count
  • Market value of each position

Where the holdings come from

From N-PORT, and from 13F: two large index-fund managers file 13F reports. The figures above count N-PORT filings only.

How its age is judged

Past window once the following quarter’s report is overdue; current before then.

Limitations

  • Holdings may be updated on different schedules by different filers
  • Intraday changes due to creations/redemptions are not captured
sec.gov/edgar · N-PORT

SEC Form 4

Officers, directors and large shareholders of a public company report their own trades in its securities on Form 4.

Source: U.S. Securities and Exchange Commission (SEC) EDGAR Database

Who files: Corporate insiders, per transaction

Filing window: 2 business days (17 CFR 240.16a-3)

Form 4 insider filings are not yet ingested. Their newest filing and count will appear here once they are.

Source: SEC EDGAR Form 4, 0 filings ingested, counted 27 Oct 2026.
Technical detail

What it contains

Security, transaction type, date, share count, price

What it does not

Intent

How its age is judged

Past window when there is no filing in more than 5 days.

sec.gov/edgar

Market Data

Price data for U.S. stocks is obtained from Yahoo Finance (daily prices) and Alpha Vantage (latest quotes).

Source: Yahoo Finance (daily prices) and Alpha Vantage (latest quotes)

Filing window: None. Prices are not a filing; daily prices are read once each weekday.

26 Oct 2026

Newest daily prices

44

U.S. stocks priced that day

Source: Yahoo Finance daily prices, 44 U.S. stocks priced on 26 Oct 2026.
Technical detail

Data Points Collected

  • Current and historical prices
  • Volume and trading activity
  • Price changes and percentage moves

Limitations

  • Some data may be delayed
  • After-hours and pre-market data may not be included

Data Processing & Quality

All data undergoes the following processing steps:

  • Validation: Data is checked for completeness and consistency
  • Normalization: Different formats are converted to a unified schema
  • Entity Resolution: Securities are matched to canonical identifiers
  • Calculation: Derived metrics (like overlap scores) are computed

Despite our best efforts, errors may occur.

Attribution & Compliance

Our use of public data is intended for informational and research purposes in compliance with applicable laws and regulations.

If you believe we have used data improperly or in violation of any terms, please contact us immediately.

Questions?

If you have questions about our data sources or methodology, please contact us at:

Email: support@insiderindex.org