How to Get Insider Transactions in Excel

Get insider transactions directly in Excel using custom formulas. Retrieve financial data, automate your workflows, and keep your spreadsheets updated with our Excel add-in.

No VBA/Macros Required
Microsoft Certified Add-in
2-Minute Setup
EXCEL FORMULA
=FDN("InsiderTransactions", "MSFT", "", 5)

This formula pulls data into your spreadsheet once our Excel add-in is installed.

Formula Result

See exactly how data fills into your sheet when the formula runs. This example shows the actual up-to-date information returned.

ABCDEFGHIJKLMNOPQRS
1trading_symbolcentral_index_keyregistrant_nameinsider_nameinsider_central_index_keyrelationship_to_issueris_derivatives_transactiontitle_of_securitytransaction_datetransaction_codetransaction_descriptionamount_of_securitiesprice_per_securityacquired_or_disposedtitle_of_underlying_securityamount_of_underlying_securitiessecurities_owned_following_transactionownership_formnature_of_indirect_ownership
2MSFT0000789019MICROSOFT CORPColeman Amy0002062356EVP, Chief Human Resources OffCommon Stock2026-07-15FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-332384.93D45412D
3MSFT0000789019MICROSOFT CORPColeman Amy0002062356EVP, Chief Human Resources OffCommon Stock2026-06-15FPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-335390.74D45444D
4MSFT0000789019MICROSOFT CORPJolla Alice L.0001819285Chief Accounting OfficerCommon Stock2026-06-15AGrant, award or other acquisition pursuant to Rule 16b-3(d)5004A76152D
5MSFT0000789019MICROSOFT CORPMason Mark0001487290DirectorTrueRestricted Stock Units2026-06-11AGrant, award or other acquisition pursuant to Rule 16b-3(d)ACommon Stock231D
6MSFT0000789019MICROSOFT CORPMacGregor Catherine0001415757DirectorTrueRestricted Stock Units2026-06-11AGrant, award or other acquisition pursuant to Rule 16b-3(d)5ACommon Stock52179D
ABCDEF
1trading_symbolMSFTMSFTMSFTMSFTMSFT
2central_index_key00007890190000789019000078901900007890190000789019
3registrant_nameMICROSOFT CORPMICROSOFT CORPMICROSOFT CORPMICROSOFT CORPMICROSOFT CORP
4insider_nameColeman AmyColeman AmyJolla Alice L.Mason MarkMacGregor Catherine
5insider_central_index_key00020623560002062356000181928500014872900001415757
6relationship_to_issuerEVP, Chief Human Resources OffEVP, Chief Human Resources OffChief Accounting OfficerDirectorDirector
7is_derivatives_transactionTrueTrue
8title_of_securityCommon StockCommon StockCommon StockRestricted Stock UnitsRestricted Stock Units
9transaction_date2026-07-152026-06-152026-06-152026-06-112026-06-11
10transaction_codeFFAAA
11transaction_descriptionPayment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3Grant, award or other acquisition pursuant to Rule 16b-3(d)Grant, award or other acquisition pursuant to Rule 16b-3(d)Grant, award or other acquisition pursuant to Rule 16b-3(d)
12amount_of_securities323550045
13price_per_security384.93390.74
14acquired_or_disposedDDAAA
15title_of_underlying_securityCommon StockCommon Stock
16amount_of_underlying_securities5
17securities_owned_following_transaction4541245444761522312179
18ownership_formDDDDD
19nature_of_indirect_ownership
Federal securities laws require insiders, including officials, directors, and those holding more than 10% of a company's securities, to report their purchases, sales, and holdings. The formula gives comprehensive information about each of the transactions. The data is available for a few thousand US companies.

Steps to Get Started

01
Install the Add-in

Open Excel, navigate to the Home tab, select Add-ins, and search for FinancialData.Net.

02
Grab Your Key

Sign in to your account at FinancialData.Net, open the dashboard, and copy your API key.

03
Run Your Formula

Open the task pane in Excel, save your API key, and start typing the =FDN(...) formula.

Formula Reference

Use the formula to retrieve financial data by specifying a dataset, ticker symbol, and additional parameters.

=FDN(dataset, identifier, argument, maxRows)
datasetString
Specifies the dataset to query. Enter the dataset name enclosed in quotation marks, for example "InsiderTransactions".
identifierString
Accepts one or multiple identifiers such as ticker symbols (e.g., "AAPL" or "AAPL,MSFT") or other supported identifier types.
argumentString
Filters the dataset output using an additional parameter, such as a date like "2025-01-15" or a reporting period like "year" or "quarter".
maxRowsInteger
Limits the number of records returned by the formula. For example, setting the value to 5 returns the five most recent rows.

Troubleshooting & FAQ

If Excel doesn't recognize the =FDN() formula, the add-in may not have loaded correctly. Restart Excel or reinstall the add-in from the Office Add-ins Store.

Excel displays this error when it does not recognize the =FDN() formula. This means the add-in is either not installed or has been disabled.

The =FDN() formula outputs multiple rows and columns of data, which Excel blocks if any existing text or formatting occupies the surrounding cells. Simply clear these obstructing cells to allow the formula to expand completely.

Install the Excel Add-in

Access 80+ financial datasets directly in Excel using simple formulas.

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