SEDI Insider Trades
Video: Searching Insider Transactions
To search Insider Transactions
1. Select the Insider Transactions module
2. Add criteria by clicking on + Add Criteria on the upper left, under the “Search insider name…” toolbar
3. Expand criteria headings to expose criteria within them and click on any criteria you’d like to add to your search
a. Insider transaction related criteria are housed under the heading Transactions
4. Select criteria values
5. Click search
6. Your result grid has the same columns as you would see on a SEDI report on sedi.ca but you can modify it using your Column Chooser on the upper right
(see
Selecting and Sorting Columns
)
7. Click into any result to see it displayed on the right in document view format
a. At the top of your Transaction Detail is an Insider Profile area that displays the insider’s Insider Number and Insider Relationship, among other details
8. Export your list of results if desired, or print the document view (to PDF or to your physical printer) format of any Transaction Detail
9. Click on the issuer name above the Transaction Detail to see the enhanced company profile
10. Click on the x on the upper right in the enhanced company profile in order to return to the Transaction Detail
Related Articles
Viewing enhanced issuer profile
Issuer Profiles allow you to get more information about a company immediately, or even run additional searches against their documents, without leaving your current result set. You may access the enhanced company profile of any company that is ...How to create and use result folders
Avantis allows you to create document folders, which are folders that contain a documents extracted from your search results (Filings, News releases, Insider Trades). This is a great way to put results aside for inspection, future download, or ...Extract issuer lists from document search results
There are times when you are looking at a set of documents or records and would like to generate a list of issuers you can search against in the future, based on the filers represented in your result list. Avantis gives you the power to create Issuer ...Searching combined jurisdictions (CA/SEDAR + US/SEC) simultaneously
Combined SEDAR + SEC Searching To search Canadian and US documents simultaneously, just be aware of a few principles: By design, Avantis will return results from both jurisdictions if you have them both selected in the database selector All active ...List of SEDAR criteria
* Please see the downloadable PDF version of this table below Criteria Name Available in Search Available in Results Description Acceptance Date n y The date the document was processed by DDS Acceptance Time n y* The time the document was processed ...