← Glossary

Anyone who becomes a "reporting insider" of a Canadian reporting issuer — a director, an executive officer, or a person or company that beneficially owns more than 10% of the issuer's voting securities — must file reports on SEDI under National Instrument 55-104 (Insider Reporting Requirements and Exemptions) every time they buy, sell, or are granted securities of that issuer.

Each SEDI filing discloses the date of the transaction, the type of security, a transaction code describing what happened (for example, an open-market purchase, an option grant, or a disposition), the number of securities involved, the price, and the insider's total holdings after the transaction.

Insiders generally have 5 calendar days from the date of a trade to file on SEDI, so the data is close to real-time. Form55 ingests new SEDI filings daily and uses transaction type, insider seniority, trade size, and the frequency of buying as inputs to the Signal Score.

Open-market purchases made with an insider's own money are watched closely by investors, since they can indicate the people who know the business best are putting personal capital behind it — though a single trade in isolation is weak evidence on its own (see Cluster Buying).

See Also
Form 55-102F4 (Insider Report) Cluster Buying (Insider Conviction) Confluence Signal
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