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Wealth Management

The Washington Service (WS) has developed comprehensive and easy-to-use products that track holdings changes and insider trading activity, all based on our proprietary database of Form 4 and Form 144 filings. Browse our recommended offerings for wealth management professionals, and discover how WS can compliment the prospecting capabilities of your firm’s wealth management arm.

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Recommended Products

EZ-Insider is a web-application providing current and historical Insider Trading data for all U.S. companies and insiders dating back to 1988. Real-time transaction updates show the most recent filings to keep you apprised of new insider activity. With advanced filtering and reporting features built in, EZ-Insider is a convenient and accessible platform for insider trading analysis.

Insider Trading Reports are fully customizable, as we offer formatting and delivery method options that fit your research needs. We offer daily, weekly, and monthly emailed reports. With customizable report parameters, get your data custom fit for your research process.

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.

Our Institutional Ownership Data is updated quarterly, when institutional investment managers that manage at least $100 million file 13F filings with the SEC. Access managers' holdings and identify trends and position changes between reports.

Custom Research and Reports cover a wide array of topics. Recipients are able to choose the format and delivery method of their reports, as well as delivery frequency.

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