How to Get Proposed Sales in Excel

Get proposed sales 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("ProposedSales", "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.

ABCDEFGHIJKLMNOP
1trading_symbolcentral_index_keyregistrant_nameseller_namerelationship_to_issuertitle_of_securitybroker_nameamount_of_securities_to_be_soldmarket_valueamount_of_securities_outstandingapproximate_date_of_saleexchangeacquisition_period_startacquisition_period_endnature_of_acquisition_transactionnames_of_persons_from_whom_acquired
2MSFT0000789019MICROSOFT CORPSATYA NADELLADirectorCommonMorgan Stanley Smith Barney LLC Executive Financial Services8652543893267.2574255454912026-09-01NASDAQ2026-08-312026-08-31Restricted Stock UnitsIssuer
3MSFT0000789019MICROSOFT CORPAlthoff JudsonOfficerCommonFidelity Brokerage Services LLC100004878931.4674255454912026-08-05NASDAQ2024-09-032025-09-02Restricted Stock VestingIssuer
4MSFT0000789019MICROSOFT CORPNumoto TakeshiOfficerCommonFIDELITY BROKERAGE SERVICES LLC64443142416.664442026-08-04NASDAQ2025-09-022025-09-02Stock AwardIssuer
5MSFT0000789019MICROSOFT CORPNumoto TakeshiOfficerCommonFidelity Brokerage Services LLC70002988100.074284347042026-06-05NASDAQ2025-09-022025-09-02Stock AwardIssuer
6MSFT0000789019MICROSOFT CORPAlthoff JudsonOfficerCommonFidelity Brokerage Services LLC155007145315.574284347042026-06-01NASDAQ2025-09-022025-09-02Restricted Stock VestingIssuer
ABCDEF
1trading_symbolMSFTMSFTMSFTMSFTMSFT
2central_index_key00007890190000789019000078901900007890190000789019
3registrant_nameMICROSOFT CORPMICROSOFT CORPMICROSOFT CORPMICROSOFT CORPMICROSOFT CORP
4seller_nameSATYA NADELLAAlthoff JudsonNumoto TakeshiNumoto TakeshiAlthoff Judson
5relationship_to_issuerDirectorOfficerOfficerOfficerOfficer
6title_of_securityCommonCommonCommonCommonCommon
7broker_nameMorgan Stanley Smith Barney LLC Executive Financial ServicesFidelity Brokerage Services LLCFIDELITY BROKERAGE SERVICES LLCFidelity Brokerage Services LLCFidelity Brokerage Services LLC
8amount_of_securities_to_be_sold86525100006444700015500
9market_value43893267.254878931.463142416.62988100.07145315.5
10amount_of_securities_outstanding74255454917425545491644474284347047428434704
11approximate_date_of_sale2026-09-012026-08-052026-08-042026-06-052026-06-01
12exchangeNASDAQNASDAQNASDAQNASDAQNASDAQ
13acquisition_period_start2026-08-312024-09-032025-09-022025-09-022025-09-02
14acquisition_period_end2026-08-312025-09-022025-09-022025-09-022025-09-02
15nature_of_acquisition_transactionRestricted Stock UnitsRestricted Stock VestingStock AwardStock AwardRestricted Stock Vesting
16names_of_persons_from_whom_acquiredIssuerIssuerIssuerIssuerIssuer
When an executive officer, director, or affiliate of a company places an order to sell its stock within a three-month period in which the sale exceeds 5,000 shares or the aggregate sales price exceeds $50,000, the order must be reported to the US Securities and Exchange Commission. Our Excel add-in provides comprehensive information for each of these 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 "ProposedSales".
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.

Install via AppSource
Compatible with Office 365 and Excel for Web
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