Directors' dealings

Persisted directors' dealings, filtered and paginated.

Dealings for a ticker / ISIN / CIK / WKN / entity_value.

The identifier is resolved centrally; the search then runs over both the ticker AND the share ISIN (filings can be stored under either). If the security cannot be resolved, the older ISIN/ticker heuristic applies.

Gap-free increment feed for downstream consumers (a newsroom, for example).

Cursor over the ingestion timestamp created_at, ascending. Two ways to use the same endpoint:

A) Derive the cursor from your own data (stateless): send as since the

largest created_at you have already imported. The feed answers
inclusively (created_at >= since); deduplicating on source_key catches
the one boundary record. The simplest route.

B) Pass the next_since token through: store the returned next_since and

send it on the next call. Exact, no re-fetch.

Both are gap-free: the cursor is composed of (created_at, source_key), so records sharing a created_at at a batch boundary are not lost. created_at — not the transaction or filing date — is the right key, because filings arrive late (SEC amendments, BaFin corrections) and only ingestion time is monotonic from a consumer's point of view.

Aggregated directors' dealings news events for downstream use (newsroom).

Bundles the raw rows (one document per transaction) into one event per security and day (ticker_day, the default) or per filing (filing). Each event carries net buys and sells, the people involved, gross and net volume, currencies and — for expanding — the source_keys.

Usage:

• Initial load: ?date_from=2026-01-01 (optionally source= and/or

  ticker=/isin=), then page through via offset until
  has_more=false.
- Ongoing: pull a trailing window (e.g. date_from=today-14d) and
  upsert by event_id on the consumer side (events are idempotent; late
  filings update the event in place).

Only matched rows (those with a ticker) feed ticker_day events; unmatched raw rows stay visible via GET /dealings?match_status=unmatched.

Dealings of the last N days (by transaction date).

Rematches persisted dealings against the current matching and ticker_reference.

Run once after an improvement to the attribution: filings already stored are re-attributed without fetching them again. Background job — progress via GET /dealings/jobs/{job_id} (successful = records updated).

Synchronises managers' transactions from the BaFin database.

Without isin/issuer the search runs market-wide — scope then applies (default: the last month, all = the entire database).

BaFin bulk sync across all German ISINs (one query per issuer).

Only needed for targeted depth per German issuer (scope=all fetches the complete currently available window for a security). For the regular recurring sync use /sync/bafin/recent instead — more complete and cheaper. Runs as a background job — progress via GET /dealings/jobs/{job_id}.

Recurring BaFin sync: ONE market-wide pull of the last N days.

The preferred route for the daily sync — it captures every ISIN nationality (not only DE) in a single request. About 13 % of filings carry a non-German ISIN (mostly GB/US), which the German-ISIN approach of /sync/bafin/all would miss. Runs synchronously (one pull) and returns counters.

Background job: directors' dealings for a list of identifiers.

SEC runs per identifier over EDGAR; for BaFin the ISIN is used directly or resolved via ticker_reference.

Market-wide historical backfill over a date range (daily index).

Runs as a background job, day by day; large ranges can take hours (~2,000 Form 4 filings per trading day). Progress via GET /dealings/jobs/{job_id} (fields current_date, filings_ingested). Idempotent — a repeat run adds only what is new.

Market-wide sync of every Form 3/4/5 of one trading day via the EDGAR daily index.

Starts a background job — progress via GET /dealings/jobs/{job_id}.

Synchronises one issuer's directors' dealings from SEC EDGAR.

identifier: ticker, CIK, or an isin: / wkn: / ticker: / cik: prefix. history=true loads the complete filing history (back to 1994).