How VerityData’s New 10b5-1 Views Help Investors See More Valuation-Based Insider Activity

When the SEC overhauled 10b5-1 reporting rules in 2023, transparency improved — but so did complexity. Two years later, investors are still trying to read between the lines. They have more information, but not necessarily more insight.

Now, with enhanced plan-level details in VerityData | InsiderScore, you can better analyze how insiders are trading under 10b5-1 plans and isolate valuation-driven activity from routine selling.

Quant teams: The new 10b5-1 datapoints will also be available through VerityData Feeds, allowing plan-level behavior to feed directly into models and historical analysis.

Why It Matters: Get More Clarity & Context on Insider Intent

10b5-1 plans were designed to bring structure and transparency to insider trading, but inconsistent disclosures made that difficult to analyze. Now, VerityData | InsiderScore provides fuller plan details, aggregating all transactions made under a specific plan into a single view. That means sharper questions, cleaner context, and faster confidence in what insiders are signaling.

You can:

• See every plan in context with start and end dates, maximum shares to be sold, limit prices, and more.
• Monitor the status of every plan – Was it completed? Did it expire? What percentage of shares, if any, did the insider actually sell?
• Isolate valuation-based behaviors, such as trades right after cooling-off periods, trades after negative price changes, early terminations, and more.

These insights help distinguish routine diversification from more opportunistic behavior.

What’s in VerityData’s New 10b5-1 Views

The new views let you screen for 10b5-1 activity across multiple angles.

Plans with Trades

See all plans with trading. See the number of trades executed, timing of first trade relative to cooling-off periods, percentage of plan completed, and how current prices compare to adoption dates. You can also identify patterns like immediate post-cooling-off selling or accelerated execution that can signal valuation concerns.

Plans with No Trades

Track plans where there hasn’t been any selling. Many of these are still in their mandatory cooling-off periods, giving you a forward-looking view of potential upcoming activity.

Plan Terminations

Insiders can terminate plans before completion. Now you can track all of these events separately. Early terminations — especially when stock prices have risen significantly since adoption — can indicate unexpected positive sentiment shifts.

Updated Insider & Company Views

Analyze 10b5-1 details on any company or specific insider view.

[CLICK IMAGE FOR FULL SIZE] The details behind every plan: when the plan was adopted, how much is left on the plan (or was it completed), how those trades may indicate potential valuation-signaling, and much more. This enhanced 10b5-1 view in VerityData | InsiderScore brings the full picture into focus.

Bottom Line

VerityData | InsiderScore has long been known for deep insight into insider and 10b5-1 plan activity. This release builds on that strength with even greater depth and insight. With improved trade-to-plan matching, clearer lifecycle visibility, and new plan views in InsiderScore, you can analyze insider activity with confidence and context. You get a cleaner, more complete view of insider trading under 10b5-1 plans.

Time to Upgrade Your Insider Intel?

Discover how VerityData | InsiderScore accelerates idea generation and risk management. Get access to 15+ years of the most accurate and complete data of its kind — includes insider activity, stock buyback initiations & quarterly repurchases, lockups, at-the-market offerings, 13F/D/Gs, management changes, and more — along with 2,500 annual research briefs from VerityData experts.