How accurate is the holdings information listed in the Insider Trading data?
The holdings numbers we report are taken directly from the Forms 3 and 4 and reflect any shares that the insider has a beneficial interest in (so indirect holdings are included). However, these are “soft” numbers and should be viewed with discretion. Anyone looking for an accurate and complete list of insider and beneficial owner holdings should consult the stock’s proxy statement or 10-K which lists a complete set of holdings numbers.
