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.

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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 CORPNadella Satya0001513142Director, Chief Executive OfficerFalseCommon Stock2026-09-01SOpen market or private sale of non-derivative or derivative security9834504.1124D——488122D—
3MSFT0000789019MICROSOFT CORPNadella Satya0001513142Director, Chief Executive OfficerFalseCommon Stock2026-09-01SOpen market or private sale of non-derivative or derivative security5080499.4452D——567167D—
4MSFT0000789019MICROSOFT CORPNadella Satya0001513142Director, Chief Executive OfficerFalseCommon Stock2026-09-01SOpen market or private sale of non-derivative or derivative security4520502.2909D——505023D—
5MSFT0000789019MICROSOFT CORPNadella Satya0001513142Director, Chief Executive OfficerFalseCommon Stock2026-09-01SOpen market or private sale of non-derivative or derivative security7067503.4372D——497956D—
6MSFT0000789019MICROSOFT CORPNadella Satya0001513142Director, Chief Executive OfficerFalseCommon Stock2026-09-01SOpen market or private sale of non-derivative or derivative security24723500.4678D——542444D—
ABCDEF
1trading_symbolMSFTMSFTMSFTMSFTMSFT
2central_index_key00007890190000789019000078901900007890190000789019
3registrant_nameMICROSOFT CORPMICROSOFT CORPMICROSOFT CORPMICROSOFT CORPMICROSOFT CORP
4insider_nameNadella SatyaNadella SatyaNadella SatyaNadella SatyaNadella Satya
5insider_central_index_key00015131420001513142000151314200015131420001513142
6relationship_to_issuerDirector, Chief Executive OfficerDirector, Chief Executive OfficerDirector, Chief Executive OfficerDirector, Chief Executive OfficerDirector, Chief Executive Officer
7is_derivatives_transactionFalseFalseFalseFalseFalse
8title_of_securityCommon StockCommon StockCommon StockCommon StockCommon Stock
9transaction_date2026-09-012026-09-012026-09-012026-09-012026-09-01
10transaction_codeSSSSS
11transaction_descriptionOpen market or private sale of non-derivative or derivative securityOpen market or private sale of non-derivative or derivative securityOpen market or private sale of non-derivative or derivative securityOpen market or private sale of non-derivative or derivative securityOpen market or private sale of non-derivative or derivative security
12amount_of_securities983450804520706724723
13price_per_security504.1124499.4452502.2909503.4372500.4678
14acquired_or_disposedDDDDD
15title_of_underlying_security—————
16amount_of_underlying_securities—————
17securities_owned_following_transaction488122567167505023497956542444
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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