Our Rule 10b5-1 Plan Database is a comprehensive database made up of plan information disclosed in Form 4/5s, Form 144s, and other EDGAR filings, such as 10-Q, 10-K, etc. Our data includes plan adoption dates starting in 2016.

The database also improves on the trade-level reporting by including disclosures and transactions by related entities (e.g. family trusts), and by matching Form 4 and Form 144 transactions to their corresponding plans.

Equity Planner API is a Form 4 and Form 144 API geared towards wealth managers and corporate equity planners. This API provides a historical data depth of three years and updated in real-time. Callers can retrieve transactions by company (ticker, FIGI, CIK) and/or filer (CIK), look up filer CIK by name, and look up filer roster by company. Callers may also resolve a company with ticker, FIGI, or CIK. Includes the option to return related filers with all transaction and filer look ups.