openapi: 3.0.1
info:
  version: 1.0.0
  title: Authorization Tokens Accounts Ownership - Insiders API
  description: 'Use the `oauth` endpoint to generate the secure, time-limited JSON Web Tokens (JWTs) used to authorize access to APIs and components.</br></br>

    To request a token, click Authorize and enter the following credentials:


    * Username - Your Client ID.

    * Password - Your Client Secret.'
servers:
- url: https://www.us-api.morningstar.com/token
  description: PROD US
- url: https://www.emea-api.morningstar.com/token
  description: PROD EMEA
- url: https://www.apac-api.morningstar.com/token
  description: PROD APAC
security:
- BasicAuth: []
tags:
- name: Ownership - Insiders
paths:
  /direct-web-services/v1/investments/{id}/equity-insider-trading-activities:
    get:
      summary: Get Insider Trading Activities view
      parameters:
      - name: id
        in: path
        description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe."
        required: true
        schema:
          type: string
          example: 0P00000046
        examples:
          performanceId:
            summary: Morningstar Performance ID
            value: 0P00000046
          isin:
            summary: ISIN
            value: US0042391096
      - name: idType
        in: query
        description: 'Specifies the type of the value passed in the `id` parameter.

          Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.'
        schema:
          enum:
          - performanceId
          - isin
          - securityId
          - cusip
          - tradingSymbol
          - fundCode
          - msid
          type: string
          default: performanceId
      - name: baseCurrency
        in: query
        description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes.
        schema:
          type: string
        examples:
          baseCurrencyExample1:
            summary: US Dollar
            value: USD
          baseCurrencyExample2:
            summary: Swiss Franc
            value: CHF
      - name: domicile
        in: query
        description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
        schema:
          type: string
        examples:
          domicileExample1:
            summary: CAN (Canada)
            value: CAN
          domicileExample2:
            summary: JPN (Japan)
            value: JPN
          domicileExample3:
            summary: USE (United States)
            value: USA
      - name: exchangeCountry
        in: query
        description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
        schema:
          type: string
        examples:
          exchangeCountryExample1:
            summary: CAN (Canada)
            value: CAN
          exchangeCountryExample2:
            summary: JPN (Japan)
            value: JPN
          exchangeCountryExample3:
            summary: USA (USA)
            value: USA
      - name: exchangeId
        in: query
        description: Exchange identifier to use for investment lookup.
        schema:
          type: string
          externalDocs:
            description: List of exchange IDs.
            url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx
        examples:
          exchangeIdExample1:
            summary: NASDAQ - ALL Markets (NAS)
            value: EX$$$$XNAS
          exchangeIdExample2:
            summary: London Stock Exchange (LSE)
            value: EX$$$$XLON
      - name: startDate
        in: query
        schema:
          type: string
          format: yyyy-MM-dd
        description: Time series start date. Accepts `yyyy-MM-dd`.
        examples:
          startDateExample1:
            summary: Example 1
            value: '2025-06-01'
          startDateExample2:
            summary: Example 2
            value: '2025-06-30'
      - name: endDate
        in: query
        schema:
          type: string
          format: yyyy-MM-dd
        description: Time series end date. Accepts `yyyy-MM-dd`.
        examples:
          endDateExample1:
            summary: Example 1
            value: '2025-12-01'
          endDateExample2:
            summary: Example 2
            value: '2025-12-31'
      - name: viewType
        in: query
        required: true
        schema:
          enum:
          - dataset
          - package
          type: string
      description: Time series data supported.
      operationId: getEquityInsiderTradingActivitiesDataset
      tags:
      - Ownership - Insiders
      responses:
        '200':
          $ref: '#/components/responses/ResponseEquityInsiderTradingActivities'
        '400':
          $ref: '#/components/responses/ResponseBadRequest'
        '500':
          $ref: '#/components/responses/ResponseInternalServerError'
      x-cpqId: 927
  /direct-web-services/v1/investments/{id}/equity-ownership-detail-insiders:
    get:
      summary: Get Ownership Detail Insiders view
      parameters:
      - name: id
        in: path
        description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe."
        required: true
        schema:
          type: string
          example: 0P00000046
        examples:
          performanceId:
            summary: Morningstar Performance ID
            value: 0P00000046
          isin:
            summary: ISIN
            value: US0042391096
      - name: idType
        in: query
        description: 'Specifies the type of the value passed in the `id` parameter.

          Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.'
        schema:
          enum:
          - performanceId
          - isin
          - securityId
          - cusip
          - tradingSymbol
          - fundCode
          - msid
          type: string
          default: performanceId
      - name: baseCurrency
        in: query
        description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes.
        schema:
          type: string
        examples:
          baseCurrencyExample1:
            summary: US Dollar
            value: USD
          baseCurrencyExample2:
            summary: Swiss Franc
            value: CHF
      - name: domicile
        in: query
        description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
        schema:
          type: string
        examples:
          domicileExample1:
            summary: CAN (Canada)
            value: CAN
          domicileExample2:
            summary: JPN (Japan)
            value: JPN
          domicileExample3:
            summary: USE (United States)
            value: USA
      - name: exchangeCountry
        in: query
        description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
        schema:
          type: string
        examples:
          exchangeCountryExample1:
            summary: CAN (Canada)
            value: CAN
          exchangeCountryExample2:
            summary: JPN (Japan)
            value: JPN
          exchangeCountryExample3:
            summary: USA (USA)
            value: USA
      - name: exchangeId
        in: query
        description: Exchange identifier to use for investment lookup.
        schema:
          type: string
          externalDocs:
            description: List of exchange IDs.
            url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx
        examples:
          exchangeIdExample1:
            summary: NASDAQ - ALL Markets (NAS)
            value: EX$$$$XNAS
          exchangeIdExample2:
            summary: London Stock Exchange (LSE)
            value: EX$$$$XLON
      - name: startDate
        in: query
        schema:
          type: string
          format: yyyy-MM-dd
        description: Time series start date. Accepts `yyyy-MM-dd`.
        examples:
          startDateExample1:
            summary: Example 1
            value: '2025-06-01'
          startDateExample2:
            summary: Example 2
            value: '2025-06-30'
      - name: endDate
        in: query
        schema:
          type: string
          format: yyyy-MM-dd
        description: Time series end date. Accepts `yyyy-MM-dd`.
        examples:
          endDateExample1:
            summary: Example 1
            value: '2025-12-01'
          endDateExample2:
            summary: Example 2
            value: '2025-12-31'
      - name: viewType
        in: query
        required: true
        schema:
          enum:
          - dataset
          - package
          type: string
      description: Time series data supported.
      operationId: getEquityOwnershipDetailInsidersDataset
      tags:
      - Ownership - Insiders
      responses:
        '200':
          $ref: '#/components/responses/ResponseEquityOwnershipDetailInsiders'
        '400':
          $ref: '#/components/responses/ResponseBadRequest'
        '500':
          $ref: '#/components/responses/ResponseInternalServerError'
      x-cpqId: 927
  /direct-web-services/v1/investments/{id}/equity-ownership-detail-ten-percent-insiders:
    get:
      summary: Get Ownership Detail Ten Percent Insiders view
      parameters:
      - name: id
        in: path
        description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe."
        required: true
        schema:
          type: string
          example: 0P00000046
        examples:
          performanceId:
            summary: Morningstar Performance ID
            value: 0P00000046
          isin:
            summary: ISIN
            value: US0042391096
      - name: idType
        in: query
        description: 'Specifies the type of the value passed in the `id` parameter.

          Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.'
        schema:
          enum:
          - performanceId
          - isin
          - securityId
          - cusip
          - tradingSymbol
          - fundCode
          - msid
          type: string
          default: performanceId
      - name: baseCurrency
        in: query
        description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes.
        schema:
          type: string
        examples:
          baseCurrencyExample1:
            summary: US Dollar
            value: USD
          baseCurrencyExample2:
            summary: Swiss Franc
            value: CHF
      - name: domicile
        in: query
        description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
        schema:
          type: string
        examples:
          domicileExample1:
            summary: CAN (Canada)
            value: CAN
          domicileExample2:
            summary: JPN (Japan)
            value: JPN
          domicileExample3:
            summary: USE (United States)
            value: USA
      - name: exchangeCountry
        in: query
        description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
        schema:
          type: string
        examples:
          exchangeCountryExample1:
            summary: CAN (Canada)
            value: CAN
          exchangeCountryExample2:
            summary: JPN (Japan)
            value: JPN
          exchangeCountryExample3:
            summary: USA (USA)
            value: USA
      - name: exchangeId
        in: query
        description: Exchange identifier to use for investment lookup.
        schema:
          type: string
          externalDocs:
            description: List of exchange IDs.
            url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx
        examples:
          exchangeIdExample1:
            summary: NASDAQ - ALL Markets (NAS)
            value: EX$$$$XNAS
          exchangeIdExample2:
            summary: London Stock Exchange (LSE)
            value: EX$$$$XLON
      - name: startDate
        in: query
        schema:
          type: string
          format: yyyy-MM-dd
        description: Time series start date. Accepts `yyyy-MM-dd`.
        examples:
          startDateExample1:
            summary: Example 1
            value: '2025-06-01'
          startDateExample2:
            summary: Example 2
            value: '2025-06-30'
      - name: endDate
        in: query
        schema:
          type: string
          format: yyyy-MM-dd
        description: Time series end date. Accepts `yyyy-MM-dd`.
        examples:
          endDateExample1:
            summary: Example 1
            value: '2025-12-01'
          endDateExample2:
            summary: Example 2
            value: '2025-12-31'
      - name: viewType
        in: query
        required: true
        schema:
          enum:
          - dataset
          - package
          type: string
      description: Most recent data supported.
      operationId: getEquityOwnershipDetailTenPercentInsidersDataset
      tags:
      - Ownership - Insiders
      responses:
        '200':
          $ref: '#/components/responses/ResponseEquityOwnershipDetailTenPercentInsiders'
        '400':
          $ref: '#/components/responses/ResponseBadRequest'
        '500':
          $ref: '#/components/responses/ResponseInternalServerError'
      x-cpqId: 927
  /direct-web-services/v1/investments/{id}/equity-ownership-insiders:
    get:
      summary: Get Ownership Insiders view
      parameters:
      - name: id
        in: path
        description: "\nSpecifies the investment to query. \nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe."
        required: true
        schema:
          type: string
          example: 0P00000046
        examples:
          performanceId:
            summary: Morningstar Performance ID
            value: 0P00000046
          isin:
            summary: ISIN
            value: US0042391096
      - name: idType
        in: query
        description: 'Specifies the type of the value passed in the `id` parameter.

          Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.'
        schema:
          enum:
          - performanceId
          - isin
          - securityId
          - cusip
          - tradingSymbol
          - fundCode
          - msid
          type: string
          default: performanceId
      - name: baseCurrency
        in: query
        description: Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes.
        schema:
          type: string
        examples:
          baseCurrencyExample1:
            summary: US Dollar
            value: USD
          baseCurrencyExample2:
            summary: Swiss Franc
            value: CHF
      - name: domicile
        in: query
        description: Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
        schema:
          type: string
        examples:
          domicileExample1:
            summary: CAN (Canada)
            value: CAN
          domicileExample2:
            summary: JPN (Japan)
            value: JPN
          domicileExample3:
            summary: USE (United States)
            value: USA
      - name: exchangeCountry
        in: query
        description: Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
        schema:
          type: string
        examples:
          exchangeCountryExample1:
            summary: CAN (Canada)
            value: CAN
          exchangeCountryExample2:
            summary: JPN (Japan)
            value: JPN
          exchangeCountryExample3:
            summary: USA (USA)
            value: USA
      - name: exchangeId
        in: query
        description: Exchange identifier to use for investment lookup.
        schema:
          type: string
          externalDocs:
            description: List of exchange IDs.
            url: https://developer.morningstar.com/content/hidden-from-navigation/DwsIdLookUpExchangeIds.xlsx
        examples:
          exchangeIdExample1:
            summary: NASDAQ - ALL Markets (NAS)
            value: EX$$$$XNAS
          exchangeIdExample2:
            summary: London Stock Exchange (LSE)
            value: EX$$$$XLON
      - name: startDate
        in: query
        schema:
          type: string
          format: yyyy-MM-dd
        description: Time series start date. Accepts `yyyy-MM-dd`.
        examples:
          startDateExample1:
            summary: Example 1
            value: '2025-06-01'
          startDateExample2:
            summary: Example 2
            value: '2025-06-30'
      - name: endDate
        in: query
        schema:
          type: string
          format: yyyy-MM-dd
        description: Time series end date. Accepts `yyyy-MM-dd`.
        examples:
          endDateExample1:
            summary: Example 1
            value: '2025-12-01'
          endDateExample2:
            summary: Example 2
            value: '2025-12-31'
      description: Time series data supported.
      operationId: getEquityOwnershipInsidersPackage
      tags:
      - Ownership - Insiders
      responses:
        '200':
          $ref: '#/components/responses/ResponseEquityOwnershipInsiders'
        '400':
          $ref: '#/components/responses/ResponseBadRequest'
        '500':
          $ref: '#/components/responses/ResponseInternalServerError'
      x-cpqId: 927
components:
  schemas:
    CodeMappingBoolean:
      type: object
      properties:
        value:
          type: string
          nullable: true
        code:
          type: boolean
          nullable: true
      additionalProperties: false
      title: CodeMappingBoolean
    OutputMetadataMessages:
      type: object
      properties:
        type:
          type: string
          nullable: true
        code:
          type: string
          nullable: true
        investments:
          type: array
          items:
            $ref: '#/components/schemas/OutputInvalidInvestments'
          nullable: true
        message:
          type: string
          nullable: true
      additionalProperties: false
      title: OutputMetadataMessages
    CodeMappingString:
      type: object
      properties:
        value:
          type: string
          nullable: true
        code:
          type: string
          nullable: true
      additionalProperties: false
      title: CodeMappingString
    OutputInsider:
      type: object
      properties:
        isActive:
          type: boolean
          description: Flag indicating whether the person IsActive/Inactive
          nullable: true
        isTenPercentOwner:
          type: boolean
          description: Flag indicating owner of 10% securities. Insider is a director or senior officer of a publicly traded company that beneficially owns more than 10% of a company's voting shares.
          nullable: true
        ownerCik:
          type: string
          description: The Central Index Key (CIK) is used on the SEC's computer systems to identify individual people who have filed reports with the SEC.
          nullable: true
        personId:
          type: string
          description: The Morningstar identifier for the director nominee
          nullable: true
        personName:
          type: string
          description: A person's full name; including their first name and surname and often any middle names; Prefix & Suffix
          nullable: true
        gender:
          type: string
          description: ''
          nullable: true
        titleName:
          type: string
          description: ''
          nullable: true
        isOfficer:
          type: boolean
          description: ''
          nullable: true
        isDirector:
          type: boolean
          description: ''
          nullable: true
      additionalProperties: false
      title: OutputInsider
    OutputIdentifiers:
      type: object
      properties:
        performanceId:
          type: string
          nullable: true
        securityId:
          type: string
          nullable: true
        cusip:
          type: string
          nullable: true
        isin:
          type: string
          nullable: true
        sedol:
          type: string
          nullable: true
        tradingSymbol:
          type: string
          nullable: true
        fundCode:
          type: string
          nullable: true
        msid:
          type: string
          nullable: true
        ticker:
          type: string
          nullable: true
      additionalProperties: false
      title: OutputIdentifiers
    OutputInvalidInvestments:
      type: object
      properties:
        id:
          type: string
          nullable: true
        idType:
          type: string
          nullable: true
        status:
          type: string
          nullable: true
        datapointId:
          type: array
          items:
            type: string
          nullable: true
        errorCode:
          type: string
          nullable: true
        performanceId:
          type: string
          description: Performance ID (if not passed in request).
          nullable: true
        companyId:
          type: string
          description: Company ID (if not passed in request).
          nullable: true
        baseCurrency:
          type: string
          description: Input base currency used to look up Investment identifier
          nullable: true
        domicile:
          type: string
          description: Input domicile used to look up Investment identifier.
          nullable: true
        exchangeCountry:
          type: string
          description: Input exchange country used to look up Investment identifier.
          nullable: true
        exchangeId:
          type: string
          description: Input exchange id used to look up Investment identifier.
          nullable: true
      additionalProperties: false
      title: OutputInvalidInvestments
    OutputMetadata:
      type: object
      properties:
        requestId:
          type: string
          nullable: true
        time:
          type: string
          format: date-time
          readOnly: true
        portfolioDate:
          type: string
          nullable: true
        portfolioCurrency:
          type: string
          nullable: true
        messages:
          type: array
          items:
            $ref: '#/components/schemas/OutputMetadataMessages'
          nullable: true
      additionalProperties: false
      title: OutputMetadata
    OutputInsiderTradingActivity:
      type: object
      properties:
        year:
          type: integer
          description: It denotes the fiscal year in which insider trading took place
          format: int32
          nullable: true
        accessionNumber:
          type: string
          description: The US Securities And Exchange Commission (SEC) 18-digit unique identifier assigned automatically to an accepted submission by its filer system. The first 10 digits comprise the Central Index Key (CIK) of the entity submitting the filing. The next 2 digits represent the year. The last series of digits comprise a sequential count of submitted filings from that CIK. The count is usually; but not always; reset to 0 at the start of each calendar year.
          nullable: true
        derivativeSubTradingTransactionAcquiredDisposeCode:
          type: string
          description: Code for securities acquired (A) or disposed of (D)
          nullable: true
        derivativeSubTradingTransactionDate:
          type: string
          description: Transaction date
          nullable: true
        derivativeSubTradingTransactionPricePerShare:
          type: number
          description: Price of derivative security
          format: double
          nullable: true
        derivativeSubTradingTransactionShares:
          type: number
          description: Number of derivative securities acquired (A) or disposed of (D)
          format: double
          nullable: true
        derivativeSubTradingTransactionTotalValue:
          type: number
          description: Total value for the transaction (price per share*no. of shares)
          format: double
          nullable: true
        derivativeTradingConversionExercisePrice:
          type: number
          description: The price per share at which the owner of a traded option is entitled to buy or sell the underlying security.
          format: double
          nullable: true
        derivativeTradingDateOriginalFiled:
          type: string
          description: Date on which original file was reported these details are found in the amended file
          nullable: true
        derivativeTradingExecutionDate:
          type: string
          description: Deemed execution date; if any
          nullable: true
        derivativeTradingExerciseDate:
          type: string
          description: Date exercisable
          nullable: true
        derivativeTradingExpirationDate:
          type: string
          description: Expiration Date
          nullable: true
        derivativeTradingNatureOfOwnership:
          type: string
          description: Nature of indirect beneficial ownership
          nullable: true
        derivativeTradingOwnershipType:
          type: string
          description: 'Ownership form: Direct (D) or Indirect (I)'
          nullable: true
        derivativeTradingSecurityTitle:
          type: string
          description: Title of security
          nullable: true
        derivativeTradingSharesOwnedPostTransaction:
          type: number
          description: Number of derivative securities beneficially owned following reported transaction(s)
          format: double
          nullable: true
        derivativeTradingTransactionCode:
          type: string
          description: Code to identify the nature of the transaction resulting in an acquisition or disposition of a security
          nullable: true
        derivativeTradingUnderlyingSecurityShares:
          type: number
          description: Amount of securities underlying derivative security
          format: double
          nullable: true
        derivativeTradingUnderlyingSecurityTitle:
          type: string
          description: Title of securities underlying derivative security
          nullable: true
        fileDate:
          $ref: '#/components/schemas/CodeMappingString'
        fileType:
          $ref: '#/components/schemas/CodeMappingString'
        isDerivativeSubTradingEquitySwapInvolved:
          $ref: '#/components/schemas/CodeMappingBoolean'
        isDerivativeTrading10b51:
          $ref: '#/components/schemas/CodeMappingBoolean'
        isDirector:
          $ref: '#/components/schemas/CodeMappingBoolean'
        isNonDerivativeSubTradingEquitySwapInvolved:
          $ref: '#/components/schemas/CodeMappingBoolean'
        isNonDerivativeTrading10b51:
          $ref: '#/components/schemas/CodeMappingBoolean'
        isOfficer:
          $ref: '#/components/schemas/CodeMappingBoolean'
        isOther:
          $ref: '#/components/schemas/CodeMappingBoolean'
        isTenPercentOwner:
          $ref: '#/components/schemas/CodeMappingBoolean'
        nonDerivativeSubTradingCurrency:
          type: string
          description: Trading currency
          nullable: true
        nonDerivativeSubTradingNotificationDate:
          type: string
          description: Date notified by the Company
          nullable: true
        nonDerivativeSubTradingTransactionAcquiredDisposedCode:
          type: string
          description: Code for securities acquired (A) or disposed of (D)
          nullable: true
        nonDerivativeSubTradingTransactionCode:
          type: string
          description: Code to identify the nature of the transaction resulting in an acquisition or disposition of a security
          nullable: true
        nonDerivativeSubTradingTransactionDate:
          type: string
          description: Transaction date
          nullable: true
        nonDerivativeSubTradingTransactionPercentage:
          type: number
          description: Percentage of shares executed in the transaction
          format: double
          nullable: true
        nonDerivativeSubTradingTransactionPricePerShare:
          type: number
          description: Price of derivative security
          format: double
          nullable: true
        nonDerivativeSubTradingTransactionShares:
          type: number
          description: Number of derivative securities acquired (A) or disposed of (D)
          format: double
          nullable: true
        nonDerivativeSubTradingTransactionType:
          type: string
          description: Type for securities acquired (A) or disposed of (D)
          nullable: true
        nonDerivativeSubTradingTransactionValue:
          type: number
          description: Total value for the transaction (price per share*no. of shares)
          format: double
          nullable: true
        nonDerivativeTradingDateOriginalFiled:
          type: string
          description: Date on which original file was reported. Will be updated in Ammendment file
          nullable: true
        nonDerivativeTradingExecutionDate:
          type: string
          description: Deemed execution date; if any
          nullable: true
        nonDerivativeTradingHoldingDescript:
          type: string
          description: If an insider's interest is duplicated with other insiders or major shareholders; such as an insider representing a major shareholder on the board of directors; this is detailed in holding description. The content of this field is entered as 'dup 1'; 'dup A'; 'dup A and B' etc; where dup is abbreviated from duplicate. Related owners can be identified by the content of the field; for instance; where two owners of shares in the same company have reference to dup A in holding description there is a relationship between them that the local reporting regulations require to be disclosed to the market. This item relates only to insiders of LSE-listed companies. See data ID 46003 for the corresponding item in the UK major shareholder transactions file
          nullable: true
        nonDerivativeTradingNatureOfOwnership:
          $ref: '#/components/schemas/CodeMappingString'
        nonDerivativeTradingOwnershipType:
          type: string
          description: 'Ownership form: Direct (D) or Indirect (I)'
          nullable: true
        nonDerivativeTradingSecurityTitle:
          type: string
          description: Title of security
          nullable: true
        nonDerivativeTradingSharesOwnedPostTransaction:
          type: number
          description: Number of  securities beneficially owned following reported transaction(s)
          format: double
          nullable: true
        nonDerivativeTradingSharesOwnedPostTransactionPercentage:
          type: number
          description: Insider's balance percentage shares holding (post-trading) for specific holding date
          format: double
          nullable: true
        officerTitle:
          type: string
          description: Officer's reporting position
          nullable: true
        ownerCik:
          type: string
          description: The Central Index Key (CIK) is used on the SEC's computer systems to identify individual people who have filed reports with the SEC.
          nullable: true
        ownerName:
          type: string
          description: The entity that owns the security. Examples of owners are 13F filing institutions; 13D and 13G beneficial owners; and advisor companies
          nullable: true
        personId:
          type: string
          description: The Morningstar identifier for the director nominee
          nullable: true
        reportingDate:
          $ref: '#/components/schemas/CodeMappingString'
        transactionId:
          type: string
          description: A unique identifier assigned to each transaction.
          nullable: true
      additionalProperties: false
      title: OutputInsiderTradingActivity
    OutputErrorDetails:
      type: object
      properties:
        statusCode:
          type: integer
          description: Status Code
          format: int32
        errorCode:
          type: string
          description: Custom error code
          nullable: true
        message:
          type: string
          description: Message
          nullable: true
        requestId:
          type: string
          description: RequestId
          nullable: true
      additionalProperties: false
      description: Error details
      title: OutputErrorDetails
    OutputInsiderHoldingsDetail:
      type: object
      properties:
        asOfDate:
          type: string
          description: Date upon which the shares are held by shareholder; or the transaction happens
          nullable: true
        holdingDescription:
          type: string
          description: If an insider's interest is duplicated with other insiders or major shareholders; such as an insider representing a major shareholder on the board of directors; this is detailed in holding description. The content of this field is entered as 'dup 1'; 'dup A'; 'dup A and B' etc; where dup is abbreviated from duplicate. Related owners can be identified by the content of the field; for instance; where two owners of shares in the same company have reference to dup A in holding description there is a relationship between them that the local reporting regulations require to be disclosed to the market. This item relates only to insiders of LSE-listed companies. See data ID 46003 for the corresponding item in the UK major shareholder transactions file
          nullable: true
        isActive:
          $ref: '#/components/schemas/CodeMappingBoolean'
        numberOfShares:
          type: number
          description: Number of shares of the security owned by the shareholder; or the Number of shares after transaction
          format: double
          nullable: true
        personId:
          type: string
          description: The Morningstar identifier for the director nominee
          nullable: true
        personName:
          type: string
          description: A person's full name; including their first name and surname and often any middle names; Prefix & Suffix
          nullable: true
        shareClassLevelPercentage:
          type: number
          description: Percentage of share holding  at shareclass level
          format: double
          nullable: true
        sharesPercentage:
          type: number
          description: ''
          format: double
          nullable: true
      additionalProperties: false
      title: OutputInsiderHoldingsDetail
  responses:
    ResponseEquityInsiderTradingActivities:
      description: OK
      content:
        application/json:
          schema:
            type: object
            properties:
              insiderTradingActivity:
                $ref: '#/components/schemas/OutputInsiderTradingActivity'
              identifiers:
                $ref: '#/components/schemas/OutputIdentifiers'
              metadata:
                $ref: '#/components/schemas/OutputMetadata'
    ResponseBadRequest:
      description: Bad Request
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/OutputErrorDetails'
    ResponseEquityOwnershipDetailInsiders:
      description: OK
      content:
        application/json:
          schema:
            type: object
            properties:
              insiderHoldingsDetail:
                $ref: '#/components/schemas/OutputInsiderHoldingsDetail'
              identifiers:
                $ref: '#/components/schemas/OutputIdentifiers'
              metadata:
                $ref: '#/components/schemas/OutputMetadata'
    ResponseEquityOwnershipInsiders:
      description: OK
      content:
        application/json:
          schema:
            type: object
            properties:
              insiderTradingActivity:
                $ref: '#/components/schemas/OutputInsiderTradingActivity'
              insiderHoldingsDetail:
                $ref: '#/components/schemas/OutputInsiderHoldingsDetail'
              identifiers:
                $ref: '#/components/schemas/OutputIdentifiers'
              metadata:
                $ref: '#/components/schemas/OutputMetadata'
    ResponseInternalServerError:
      description: Internal Server
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/OutputErrorDetails'
    ResponseEquityOwnershipDetailTenPercentInsiders:
      description: OK
      content:
        application/json:
          schema:
            type: object
            properties:
              insider:
                $ref: '#/components/schemas/OutputInsider'
              identifiers:
                $ref: '#/components/schemas/OutputIdentifiers'
              metadata:
                $ref: '#/components/schemas/OutputMetadata'
  securitySchemes:
    BasicAuth:
      type: http
      scheme: basic