/insider-module/api/insiders/holdings/by-insider/{cik}

Current holdings for a specific insider across all companies.

Current holdings for a specific insider across all companies. Returns ownership_summary with per-company vehicle breakdown including total_beneficial_ownership. Includes sector/industry classification from Sharadar.

5 tokensSince v1.0.0

Why use this

Complete holdings portfolio for one insider.

Common use case

Seeing all current stock positions for an insider across every company they're associated with, broken down by ownership vehicle.

Insider-scoped holdings table — one reporting person's complete current position book across every issuer they file at. Combines non-derivative and derivative positions when include_derivative=true (default).

The meta.ownership_summary block is the killer feature here: a per-issuer roll-up of {total_shares_direct, total_shares_indirect, total_beneficial, ownership_vehicles[]} keyed by issuer_cik, providing the exact data needed to render an insider profile page showing 'AAPL: 3.2M direct + 50K via GRAT Trust 2024 = 3.28M total' tooltips without N+1 round-trips.

Use the ticker query parameter to narrow to a single issuer (e.g. all of Cook's positions at AAPL). Returns HTTP 404 when the CIK cannot be resolved. For transactions (not positions) by the same insider use GET /insider-module/api/insiders/transactions/by-insider/{cik}; for the broader insider profile (roles, 365d stats, recent transactions) use GET /insider-module/api/insiders/insider/{insider_cik}.

Parameters

Name	In	Required	Default	Allowed	Description	Example
cik	path	required	—	—	Insider CIK number	0000320193

Response schema

Field	Type	Nullable	Description
status	string	no	Always `success` on 2xx.
data	array	no	Array of insider holdings rows scoped to ONE reporting person (across all issuers, or a single issuer when `ticker` is set). Sorted by `reported_date DESC` (most recent snapshot first). Empty array when the insider has no holdings on file. Returns HTTP 404 when the CIK cannot be resolved at all.
data[].holding_id	string	no	Stable internal UUID, serialized as a string.
data[].security_title	string	no	Title of the security (e.g. `Common Stock`, `Stock Option`).
data[].amount_owned	number	no	Number of shares (or contract units, for derivatives) currently owned in this vehicle.
data[].ownership_nature	string	no	`'direct'` or `'indirect'`. Defaults to `'direct'` when source filing's nature field is missing.
data[].reported_date	string	yes	ISO `YYYY-MM-DD` date of the source filing reporting this position.
data[].ticker	string	yes	Issuer ticker (varies across rows when the insider holds positions at multiple issuers).
data[].company_name	string	yes	Issuer name.
data[].sector	string	yes	Sharadar sector classification for the issuer.
data[].industry	string	yes	Sharadar industry classification for the issuer.
data[].issuer_cik	string	yes	Issuer CIK.
data[].is_derivative	boolean	no	`true` for derivative positions; `false` for cash-equity.
data[].total_beneficial_ownership	number	yes	Aggregate shares this insider beneficially owns at THIS row's issuer across ALL vehicles. Null when the underlying filings do not report it.
data[].accession_number	string	yes	Source filing accession number.
data[].filed_at	string	yes	ISO-8601 UTC filing acceptance timestamp.
data[].accepted_at	string	yes	ISO-8601 UTC EDGAR acceptance timestamp.
data[].published_at	string	yes	ISO-8601 UTC RSS-publication timestamp.
data[].rss_updated_at	string	yes	ISO-8601 UTC most-recent RSS update.
meta	object	yes	Result metadata block — pagination + insider profile + per-issuer ownership_summary.
meta.pagination	object	no	Pagination sub-block.
meta.pagination.total	integer	no	Total non-derivative holdings rows for the filter set (note: count is from the non-derivative query only — derivative inclusion is handled at row-emit time).
meta.pagination.limit	integer	no	Effective page size.
meta.pagination.offset	integer	no	Echo of requested offset.
meta.pagination.has_more	boolean	no	`true` when another page is available.
meta.insider	object	no	Insider profile block.
meta.insider.cik	string	no	Insider CIK.
meta.insider.name	string	yes	Insider legal name.
meta.insider.is_entity	boolean	yes	`true` for entity reporters.
meta.insider.total_companies	integer	no	Distinct count of issuers this insider has holdings at (independent of pagination — full-set count).
meta.ownership_summary	object	no	Map keyed by `issuer_cik` → `{total_shares_direct, total_shares_indirect, total_beneficial, ownership_vehicles[]}`. The vehicle-level breakdown the UI uses to render 'AAPL: 3.2M direct + 50K via GRAT Trust 2024' tooltips.
meta.ownership_summary.{cik}.total_shares_direct	number	no	Sum of shares across direct-ownership vehicles for this issuer.
meta.ownership_summary.{cik}.total_shares_indirect	number	no	Sum of shares across indirect-ownership vehicles for this issuer.
meta.ownership_summary.{cik}.total_beneficial	number	no	Aggregate beneficial ownership rolled up across all vehicles. Defaults to `0` when missing.
meta.ownership_summary.{cik}.ownership_vehicles	array	no	Array of `{nature, name, shares, as_of}` per vehicle. `nature='direct'\|'indirect'`; `name` is the indirect-vehicle label (null for direct); `shares` = current vehicle holdings; `as_of` = ISO date the vehicle was most-recently observed.
request_id	string	yes	Per-request UUID for log correlation.
timestamp	string	no	ISO-8601 UTC response timestamp.

Sample response

"status": "success"
"data":
]
"meta":
- "pagination":
- "insider":
- "ownership_summary":
}
"request_id": "ab3c5d7e-9f1a-4b2c-8d6e-7f9a0b1c2d3e"
"timestamp": "2026-05-02T15:44:33.018Z"

}

Errors

Status	Label	Description
200	OK	Request succeeded.
400	Bad Request	Invalid query, body, or path parameter.
401	Unauthorized	Missing or invalid Authorization header / api_Token.
402	Payment Required	Insufficient token balance for this call. Top up
429	Too Many Requests	Rate limit exceeded for your tier (see /pricing for tier limits). Tier limits
500	Server Error	Unexpected server-side failure. Retry with backoff; report if persistent.

Code samples

Reveal credentials

curl "https://api.finradar.ai/insider-module/api/insiders/holdings/by-insider/{cik}?api_Token=YOUR_API_KEY" \
  -H "Authorization: Bearer YOUR_JWT_TOKEN"

Generate an API key in /account/credentials to run live queries (literal YOUR_API_KEY placeholder shown until then).