gloomberb 0.15.7 → 0.16.0

package/src/plugins/builtin/insider/index.tsx

@@ -5,39 +5,61 @@ import {
   useSecFilingsQuery,
 } from "../../../market-data/hooks";
 import { instrumentFromTicker } from "../../../market-data/request-types";
-import type { ScrollBoxRenderable } from "../../../ui";
-import { EmptyState, FeedDataTableStackView, QueryBar, Spinner, StatGrid, useExternalLinkFooter, usePaneNoticeFooter, useTableLoadMore, type FeedDataTableItem, type StatItem } from "../../../components";
+import { Box, type ScrollBoxRenderable } from "../../../ui";
+import {
+  DataTableStackView,
+  EmptyState,
+  PaneLinkMenu,
+  QueryBar,
+  Spinner,
+  StatGrid,
+  sortStackItems,
+  useExternalLinkFooter,
+  usePaneFooter,
+  usePaneNoticeFooter,
+  useTableLoadMore,
+  type StackSortPreference,
+  type StatItem,
+} from "../../../components";
 import { useDebouncedPluginPaneState, usePluginPaneState } from "../../runtime";
 import { isUsEquityTicker } from "../../../utils/sec";
 import { formatCompact } from "../../../utils/format";
+import { nextHeaderSort } from "../../../utils/sort-values";
+import { formatShortDate } from "../../../utils/datetime-format";
 import { createTickerSurfacePaneTemplate } from "../shared/ticker-surface";
 import { isCloudSessionRequired, useResearchCloudSession } from "../shared/research-cloud-session";
 import { SignInWall } from "../cloud/auth-actions";
 import { getSharedMarketDataCoordinator } from "../../../market-data/coordinator";
-import {
-  buildInsiderTransactionDetailBody,
-  buildInsiderTransactionTitle,
-  formatFilingFormLabel,
-  formatFilingShortDate,
-  renderFilingNotice,
-} from "../sec/filing-display";
+import { formatFilingFormLabel, renderFilingNotice } from "../sec/filing-display";
 import { useSecFilingContentCache } from "../sec/filing-content";
 import {
+  DEFAULT_INSIDER_TYPE_FILTER,
   buildInsiderSummaryFigures,
-  buildInsiderDisclosureText,
   insiderSummaryCutoff,
+  isInsiderTypeFilter,
   matchesInsiderOwner,
-  insiderTransactionId,
-  isInsiderDisclosureOnly,
+  matchesInsiderTypeFilter,
   insiderReportedName,
   parseInsiderFiling,
   type InsiderSummaryFigures,
+  type InsiderTypeFilter,
   type ParsedInsiderFiling as ParsedFiling,
 } from "./model";
+import { formatInsiderName } from "./display";
 import { insiderHeadless } from "./headless";
 import { isInsiderForm } from "./insider-data";
-import { isAmendedInsiderFiling, relevantInsiderAmendments } from "./amendments";
+import { relevantInsiderAmendments } from "./amendments";
 import { usePaneTickerIdentity } from "../../../state/hooks/pane-ticker";
+import {
+  buildInsiderColumns,
+  buildInsiderTableRows,
+  compareInsiderRows,
+  type InsiderColumn,
+  type InsiderColumnId,
+  type InsiderTableRow,
+} from "./table-model";
+import { renderInsiderCell } from "./table";
+import { InsiderDetail, insiderDetailTitle } from "./detail";
 
 
 const FORM4_PAGE_SIZE = 20;
@@ -47,20 +69,37 @@ const INSIDER_WINDOW_CAP = 120;
 // Recent EDGAR dumps cap at 1,000 mixed forms. Older archives are fetched
 // until this many filings or company history ends.
 const SEC_FILING_SCAN_LIMIT = 20_000;
+// A narrowed list too short to scroll cannot ask for more, so older filings
+// load on their own until it fills a page, as far back as a year and no more
+// filings than a busy 90-day window already loads.
+const AUTO_FILL_DAYS = 365;
+const AUTO_FILL_FILING_CAP = INSIDER_WINDOW_CAP;
+const DAY_MS = 24 * 60 * 60 * 1000;
+/** Narrower panes pick the Type filter from a menu instead of showing every choice. */
+const TYPE_FILTER_INLINE_WIDTH = 80;
 /** The insider filter's value for every reporting owner. */
 const ALL_INSIDERS = "*";
 
+const TYPE_FILTER_LABELS: Record<InsiderTypeFilter, string> = {
+  all: "All",
+  trades: "Buys and sells",
+  other: "Other",
+};
+
 /**
  * The 90-day buy and sale totals as figures: one cell per side, and per
- * security when there are several. A side with no trades says so.
+ * security when there are several. A side with no trades says so. Buys read
+ * in the gain colour and sales in the loss colour, as in the table; when the
+ * Type filter hides open-market trades the figures dim and say so.
  */
-function summaryItems(figures: InsiderSummaryFigures): StatItem[] {
+function summaryItems(figures: InsiderSummaryFigures, typeFilter: InsiderTypeFilter): StatItem[] {
   const securities = new Set(figures.totals.map((total) => total.security));
+  const hidden = typeFilter === "other";
   const items: StatItem[] = [];
   for (const side of ["P", "S"] as const) {
     const label = side === "P" ? "90d buys" : "90d sales";
     const totals = figures.totals.filter((total) => total.side === side);
-    if (totals.length === 0) items.push({ id: side, label, value: "None" });
+    if (totals.length === 0) items.push({ id: side, label, value: "None", tone: "muted" });
     for (const total of totals) {
       items.push({
         id: `${total.security}:${side}`,
@@ -69,70 +108,28 @@ function summaryItems(figures: InsiderSummaryFigures): StatItem[] {
         detail: [
           total.unreconciled ? "amended" : total.knownValue ? `$${formatCompact(total.value)}` : "value unavailable",
           securities.size > 1 ? total.security : null,
+          hidden ? "not in this view" : null,
         ].filter(Boolean).join(" · "),
-        tone: total.unreconciled ? "muted" : undefined,
+        tone: total.unreconciled || hidden ? "muted" : side === "P" ? "positive" : "negative",
       });
     }
   }
   return items;
 }
 
-function toFeedItems(parsed: ParsedFiling[]): FeedDataTableItem[] {
-  return parsed.map((entry) => {
-    const { filing, transaction, isLoading } = entry;
-    const id = insiderTransactionId(entry);
-    const amendment = isAmendedInsiderFiling(entry);
-    const disclosureText = buildInsiderDisclosureText(entry);
-    const filingMeta = [
-      `Filed ${formatFilingShortDate(filing.filingDate)}`,
-      `Accession ${filing.accessionNumber}`,
-      formatFilingFormLabel(filing.form),
-      ...(amendment ? ["Unreconciled amendment"] : []),
-      ...(entry.disclosure?.originalFilingDate ? [`Original filed ${entry.disclosure.originalFilingDate}`] : []),
-    ];
-
-    if (!transaction) {
-      const disclosureOnly = isInsiderDisclosureOnly(entry);
-      const title = isLoading ? `Loading ${formatFilingFormLabel(filing.form)} filing...`
-        : disclosureOnly ? `${amendment ? "Form 4/A" : "Form 4"} disclosure` : "Form 4 transaction unavailable";
-      return {
-        id,
-        eyebrow: insiderReportedName(entry) ?? formatFilingFormLabel(filing.form),
-        title,
-        timestamp: filing.filingDate,
-        detailTitle: insiderReportedName(entry) ?? title,
-        detailMeta: filingMeta,
-        detailBody: isLoading
-          ? "Loading filing content..."
-          : disclosureText || (disclosureOnly ? "No transaction lines reported." : "This Form 4 filing could not be parsed into a transaction summary."),
-      };
-    }
-
-    return {
-      id,
-      eyebrow: transaction.reportedName,
-      title: `${amendment ? "4/A · " : ""}${buildInsiderTransactionTitle(transaction)}`,
-      timestamp: transaction.filingDate ?? filing.filingDate,
-      detailTitle: transaction.reportedName,
-      detailMeta: [
-        ...(transaction.title ? [transaction.title] : []),
-        ...filingMeta,
-      ],
-      detailBody: [disclosureText, buildInsiderTransactionDetailBody(transaction)].filter(Boolean).join("\n\n"),
-    };
-  });
-}
-
 function InsiderView({ width, height, focused }: { width: number; height: number; focused: boolean }) {
   const { ticker } = usePaneTickerIdentity();
   const tickerKey = ticker?.metadata.ticker ?? "none";
-  const [selectedIdx, setSelectedIdx] = usePluginPaneState<number>(`insider:selectedIdx:${tickerKey}`, 0);
+  const [selectedId, setSelectedId] = usePluginPaneState<string | null>(`insider:selectedId:${tickerKey}`, null);
   const [nameFilter, setNameFilter] = usePluginPaneState<string | null>(`insider:nameFilter:${tickerKey}`, null);
+  const [storedTypeFilter, setTypeFilter] = usePluginPaneState<InsiderTypeFilter>("insider:typeFilter", DEFAULT_INSIDER_TYPE_FILTER);
+  const typeFilter = isInsiderTypeFilter(storedTypeFilter) ? storedTypeFilter : DEFAULT_INSIDER_TYPE_FILTER;
   const [openItemId, setOpenItemIdState] = useDebouncedPluginPaneState<string | null>(`insider:openItemId:${tickerKey}`, null);
   const setOpenItemId = useCallback(
     (itemId: string | null) => setOpenItemIdState(itemId, { immediate: true }),
     [setOpenItemIdState],
   );
+  const [sort, setSort] = useState<StackSortPreference<InsiderColumnId>>({ columnId: "date", direction: "desc" });
   const eligibleTicker = isUsEquityTicker(ticker);
   const instrument = instrumentFromTicker(ticker, ticker?.metadata.ticker ?? null);
 
@@ -156,10 +153,10 @@ function InsiderView({ width, height, focused }: { width: number; height: number
     [form4Filings, shownCount],
   );
   const scrollRef = useRef<ScrollBoxRenderable | null>(null);
-  const loadMore = useTableLoadMore(
-    scrollRef,
-    shownCount < form4Filings.length,
+  const detailScrollRef = useRef<ScrollBoxRenderable | null>(null);
+  const loadNextPage = useCallback(
     () => setVisibleCount((current) => Math.min(form4Filings.length, Math.max(current, windowShown) + FORM4_PAGE_SIZE)),
+    [form4Filings.length, windowShown],
   );
   useEffect(() => {
     setVisibleCount(FORM4_PAGE_SIZE);
@@ -195,13 +192,45 @@ function InsiderView({ width, height, focused }: { width: number; height: number
     return parseInsiderFiling(filing, xml, !hasContent);
   }), [contentMap, visibleForm4Filings]);
 
-  // Apply name filter
+  // The insider filter narrows the totals and the table; the Type filter only the table.
   const parsed = useMemo(() => (
     nameFilter
       ? allParsed.filter((entry) => matchesInsiderOwner(entry, nameFilter))
       : allParsed
   ), [allParsed, nameFilter]);
-  const feedItems = useMemo(() => toFeedItems(parsed), [parsed]);
+  const typeCounts = useMemo(() => {
+    const counts: Record<InsiderTypeFilter, number> = { all: 0, trades: 0, other: 0 };
+    for (const entry of parsed) {
+      if (entry.isLoading) continue;
+      counts.all += 1;
+      if (matchesInsiderTypeFilter(entry, "trades")) counts.trades += 1;
+      if (matchesInsiderTypeFilter(entry, "other")) counts.other += 1;
+    }
+    return counts;
+  }, [parsed]);
+  const shown = useMemo(
+    () => parsed.filter((entry) => matchesInsiderTypeFilter(entry, typeFilter)),
+    [parsed, typeFilter],
+  );
+  const rows = useMemo(() => buildInsiderTableRows(shown), [shown]);
+  const sortedRows = useMemo(() => {
+    const order = new Map(rows.map((row, index) => [row.id, index]));
+    return sortStackItems(rows, sort, compareInsiderRows, (a, b) => order.get(a.id)! - order.get(b.id)!);
+  }, [rows, sort]);
+  const columns = useMemo(() => buildInsiderColumns(width, rows), [rows, width]);
+
+  // A narrowed list that cannot scroll cannot ask for older filings, so they
+  // load here until it fills a page, back to a year at most.
+  const oldestShown = visibleForm4Filings[visibleForm4Filings.length - 1]?.filingDate;
+  const oldestShownTime = oldestShown ? new Date(oldestShown).getTime() : Number.NaN;
+  const wantsOlderFilings = (typeFilter !== "all" || nameFilter != null)
+    && shown.length < Math.max(FORM4_PAGE_SIZE, height)
+    && shownCount < Math.min(form4Filings.length, AUTO_FILL_FILING_CAP)
+    && oldestShownTime >= Date.now() - AUTO_FILL_DAYS * DAY_MS;
+  useEffect(() => {
+    if (wantsOlderFilings && pendingCount === 0) loadNextPage();
+  }, [loadNextPage, pendingCount, shownCount, wantsOlderFilings]);
+
   const summary = useMemo(() => buildInsiderSummaryFigures(parsed, Date.now(), allParsed), [parsed, allParsed]);
   // A page loading in on scroll clears the totals until it is read; the last
   // totals for the same ticker and owner stay up so the table does not jump.
@@ -209,39 +238,50 @@ function InsiderView({ width, height, focused }: { width: number; height: number
   const lastSummaryRef = useRef<{ scope: string; figures: InsiderSummaryFigures } | null>(null);
   if (summary) lastSummaryRef.current = { scope: summaryScope, figures: summary };
   const shownSummary = summary ?? (lastSummaryRef.current?.scope === summaryScope ? lastSummaryRef.current.figures : null);
-  const statItems = useMemo(() => shownSummary ? summaryItems(shownSummary) : [], [shownSummary]);
+  const statItems = useMemo(() => shownSummary ? summaryItems(shownSummary, typeFilter) : [], [shownSummary, typeFilter]);
   // The totals miss window filings only when the window passes the cap.
   const windowPartial = shownCount < windowCount;
   const insiderOptions = useMemo(() => {
-    const names = new Set<string>();
+    const names = new Map<string, string>();
     for (const entry of allParsed) {
       const name = insiderReportedName(entry);
-      if (name) names.add(name);
+      if (name) names.set(name, formatInsiderName(name));
     }
-    if (nameFilter) names.add(nameFilter);
+    if (nameFilter && !names.has(nameFilter)) names.set(nameFilter, formatInsiderName(nameFilter));
     return [
       { value: ALL_INSIDERS, label: "All" },
-      ...[...names].sort((a, b) => a.localeCompare(b)).map((name) => ({ value: name, label: name })),
+      ...[...names].sort((a, b) => a[1].localeCompare(b[1])).map(([value, label]) => ({ value, label })),
     ];
   }, [allParsed, nameFilter]);
+  const typeOptions = useMemo(() => (["all", "trades", "other"] as const).map((value) => ({
+    value,
+    label: `${TYPE_FILTER_LABELS[value]} (${typeCounts[value]})`,
+  })), [typeCounts]);
   const amendments = useMemo(() => relevantInsiderAmendments(parsed, allParsed), [parsed, allParsed]);
-  const selectedFilterName = parsed[selectedIdx] ? insiderReportedName(parsed[selectedIdx]!) : null;
-  const openFiling = openItemId
-    ? parsed.find((entry) => insiderTransactionId(entry) === openItemId)?.filing ?? null
-    : null;
+  const selectedRowIndex = Math.max(0, sortedRows.findIndex((row) => row.id === selectedId));
+  const selectedRow = sortedRows[selectedRowIndex] ?? null;
+  const selectedFilterName = selectedRow ? insiderReportedName(selectedRow.entry) : null;
+  const openRow = openItemId ? rows.find((row) => row.id === openItemId) ?? null : null;
+  const openFiling = openRow?.entry.filing ?? null;
+  const loadMore = useTableLoadMore(scrollRef, shownCount < form4Filings.length && !openRow, loadNextPage);
 
   const toggleNameFilter = useCallback((reportedName: string) => {
     setNameFilter((current) => current === reportedName ? null : reportedName);
-    setSelectedIdx(0);
-  }, [setNameFilter, setSelectedIdx]);
+    setSelectedId(null);
+  }, [setNameFilter, setSelectedId]);
   const selectInsider = useCallback((value: string) => {
     setNameFilter(value === ALL_INSIDERS ? null : value);
-    setSelectedIdx(0);
-  }, [setNameFilter, setSelectedIdx]);
+    setSelectedId(null);
+  }, [setNameFilter, setSelectedId]);
+  const selectType = useCallback((value: string) => {
+    if (!isInsiderTypeFilter(value)) return;
+    setTypeFilter(value);
+    setSelectedId(null);
+  }, [setSelectedId, setTypeFilter]);
   const clearNameFilter = useCallback(() => {
     setNameFilter(null);
-    setSelectedIdx(0);
-  }, [setNameFilter, setSelectedIdx]);
+    setSelectedId(null);
+  }, [setNameFilter, setSelectedId]);
   // The [f]ilter hint is the binding, so the key works over an open
   // transaction and an empty filtered list, and always does what a click does.
   const filterActionRef = useRef<() => void>(() => {});
@@ -251,6 +291,24 @@ function InsiderView({ width, height, focused }: { width: number; height: number
   };
   const handleFilterPress = useCallback(() => filterActionRef.current(), []);
 
+  // Reading on: the next or previous row opens in place, and the cursor
+  // follows it so Back lands on the last one read.
+  const openIndex = openRow ? sortedRows.findIndex((row) => row.id === openRow.id) : -1;
+  const openAdjacent = useCallback((step: 1 | -1) => {
+    const row = openIndex >= 0 ? sortedRows[openIndex + step] : undefined;
+    if (!row) return;
+    setSelectedId(row.id);
+    setOpenItemId(row.id);
+  }, [openIndex, setOpenItemId, setSelectedId, sortedRows]);
+  usePaneFooter("insider:detail", () => (focused && openIndex >= 0 ? {
+    // After the pane's own hints.
+    order: 1,
+    hints: [
+      { id: "insider-next", key: "n", label: "ext", title: "Next Transaction", disabled: openIndex >= sortedRows.length - 1, onPress: () => openAdjacent(1) },
+      { id: "insider-previous", key: "p", label: "rev", title: "Previous Transaction", disabled: openIndex <= 0, onPress: () => openAdjacent(-1) },
+    ],
+  } : null), [focused, openAdjacent, openIndex, sortedRows.length]);
+
   const pendingLabel = pendingCount > 0 ? `loading ${pendingCount}...` : "";
   const footerInfo = useMemo(() => [
     ...(pendingLabel ? [{ id: "pending", parts: [{ text: pendingLabel, tone: "muted" as const }] }] : []),
@@ -292,44 +350,84 @@ function InsiderView({ width, height, focused }: { width: number; height: number
     return <EmptyState title="No ticker selected." message="Select a ticker to view insider activity." />;
   }
   if (!eligibleTicker) return renderFilingNotice("Insider transactions are only shown for US equities.", width);
-  if (authWall) return <SignInWall action="view insider transactions" needsVerification={cloudSession.needsVerification} />;
+  if (authWall) return <SignInWall placement="insider-signin" action="view insider transactions" needsVerification={cloudSession.needsVerification} />;
   if (loading && allFilings.length === 0) return <Spinner label="Loading insider filings..." />;
   if (error && allFilings.length === 0) return <EmptyState title="Insider filings unavailable." message={error} />;
   if (!loading && form4Filings.length === 0) {
     return renderFilingNotice(`No Form 4 filings found for ${ticker.metadata.ticker}.`, width);
   }
 
+  // Until a filing is read there is nothing to say; after that the empty
+  // list says how far back the filings it has read go, while older ones load.
+  const oldestRead = allParsed.findLast((entry) => !entry.isLoading)?.filing.filingDate;
+  const since = oldestRead ? ` since ${formatShortDate(oldestRead, { utc: true })}` : "";
+  const emptyTitle = typeCounts.all === 0 && (pendingCount > 0 || wantsOlderFilings)
+    ? "Loading Form 4 transactions..."
+    : typeFilter === "trades"
+      ? `No open-market buys or sells${nameFilter ? " by this insider" : ""}${since}.`
+      : nameFilter ? "No insider transactions for this filter." : "No insider transactions.";
+  const emptyHint = typeFilter === "trades" && typeCounts.other > 0
+    ? `Type Other has ${typeCounts.other} awards, exercises, tax and gift lines.`
+    : undefined;
+
   return (
-    <FeedDataTableStackView
-      width={width}
-      height={height}
+    <DataTableStackView<InsiderTableRow, InsiderColumn>
       focused={focused}
-      items={feedItems}
-      selectedIdx={selectedIdx}
-      onSelect={setSelectedIdx}
-      openItemId={openItemId}
-      onOpenItemIdChange={setOpenItemId}
+      detailOpen={!!openRow}
+      onBack={() => setOpenItemId(null)}
+      detailTitle={openRow ? insiderDetailTitle(openRow) : undefined}
+      detailScrollRef={detailScrollRef}
+      detailContent={openRow ? <PaneLinkMenu><InsiderDetail row={openRow} width={width} scrollRef={detailScrollRef} /></PaneLinkMenu> : <Box flexGrow={1} />}
+      selection={{
+        kind: "index",
+        selectedIndex: sortedRows.length > 0 ? selectedRowIndex : null,
+        onChange: (_index, row) => setSelectedId(row.id),
+      }}
+      onActivate={(row) => {
+        setSelectedId(row.id);
+        setOpenItemId(row.id);
+      }}
       rootBefore={<>
         <QueryBar
           width={width}
-          filters={[{
-            id: "insider",
-            label: "Insider",
-            value: nameFilter ?? ALL_INSIDERS,
-            defaultValue: ALL_INSIDERS,
-            options: insiderOptions,
-            onChange: selectInsider,
-          }]}
+          filters={[
+            {
+              id: "insider",
+              label: "Insider",
+              value: nameFilter ?? ALL_INSIDERS,
+              defaultValue: ALL_INSIDERS,
+              options: insiderOptions,
+              onChange: selectInsider,
+            },
+            {
+              id: "type",
+              label: "Type",
+              value: typeFilter,
+              defaultValue: DEFAULT_INSIDER_TYPE_FILTER,
+              options: typeOptions,
+              onChange: selectType,
+              // Every count in view where there is room, so a short list never looks like missing data.
+              inline: width >= TYPE_FILTER_INLINE_WIDTH,
+            },
+          ]}
         />
         <StatGrid items={statItems} width={width} />
       </>}
-      sourceLabel="Insider"
-      titleLabel="Transaction"
-      emptyStateTitle={nameFilter
-        ? "No insider transactions for this filter."
-        : pendingCount > 0
-          ? "Loading Form 4 transactions..."
-          : "No insider transactions."}
+      rootWidth={width}
+      rootHeight={height}
+      columns={columns}
+      items={sortedRows}
+      sortColumnId={sort.columnId}
+      sortDirection={sort.direction}
+      onHeaderClick={(columnId) => setSort((current) => nextHeaderSort(current, columnId as InsiderColumnId, {
+        firstDirection: columnId === "insider" || columnId === "role" || columnId === "type" || columnId === "security" ? "asc" : "desc",
+      }))}
+      getItemKey={(row) => row.id}
+      renderCell={renderInsiderCell}
+      selectedTextOverridesCellColor
+      emptyStateTitle={emptyTitle}
+      emptyStateHint={emptyHint}
+      showHorizontalScrollbar={false}
       scrollRef={scrollRef}
       onBodyScrollActivity={loadMore}
     />

package/src/plugins/builtin/insider/insider-data.ts

@@ -17,14 +17,25 @@ export interface InsiderTransaction {
   acquiredDisposed?: string;
   ownershipType?: string;
   ownershipNature?: string;
-  reportingOwners?: Array<{ name: string; cik: string; title: string }>;
+  reportingOwners?: InsiderReportingOwner[];
   footnoteIds?: string[];
+  /** The filer checked the Rule 10b5-1 plan box; undefined on forms filed before the box existed. */
+  rule10b51?: boolean;
+}
+
+export interface InsiderReportingOwner {
+  name: string;
+  cik: string;
+  title: string;
+  /** The relationship boxes, which `title` drops when there is an officer title. */
+  director?: boolean;
+  tenPercentOwner?: boolean;
 }
 
 export interface InsiderFilingDisclosure {
   form: string;
   originalFilingDate: string | null;
-  reportingOwners: Array<{ name: string; cik: string; title: string }>;
+  reportingOwners: InsiderReportingOwner[];
   footnotes: Array<{ id: string; text: string }>;
   remarks: string | null;
   /** False for a filing with no transaction lines, e.g. one reporting only that the owner left Section 16. */
@@ -58,6 +69,14 @@ function isFlagSet(xml: string, tag: string): boolean {
   return /^(?:1|true)$/i.test(tagText(xml, tag));
 }
 
+/** A checkbox the form may predate: true, false, or undefined when the tag is missing. */
+function optionalFlag(xml: string, tag: string): boolean | undefined {
+  const value = tagText(xml, tag);
+  if (/^(?:1|true)$/i.test(value)) return true;
+  if (/^(?:0|false)$/i.test(value)) return false;
+  return undefined;
+}
+
 /** The officer title, else the relationship boxes checked on the form (directors have no officer title). */
 function ownerTitle(owner: string): string {
   const officerTitle = tagText(owner, "officerTitle");
@@ -72,7 +91,13 @@ function ownerTitle(owner: string): string {
 
 function reportingOwners(xml: string): InsiderFilingDisclosure["reportingOwners"] {
   return [...xml.matchAll(/<(?:[\w.-]+:)?reportingOwner(?:\s[^>]*)?>([\s\S]*?)<\/(?:[\w.-]+:)?reportingOwner\s*>/gi)]
-    .map((match) => ({ name: tagText(match[1]!, "rptOwnerName"), cik: tagText(match[1]!, "rptOwnerCik"), title: ownerTitle(match[1]!) }));
+    .map((match) => ({
+      name: tagText(match[1]!, "rptOwnerName"),
+      cik: tagText(match[1]!, "rptOwnerCik"),
+      title: ownerTitle(match[1]!),
+      director: isFlagSet(match[1]!, "isDirector"),
+      tenPercentOwner: isFlagSet(match[1]!, "isTenPercentOwner"),
+    }));
 }
 
 function disclosureText(xml: string): string {
@@ -98,6 +123,8 @@ export function parseForm4Xml(xml: string): InsiderTransaction[] {
   const owners = reportingOwners(xml).filter((owner) => owner.name);
   if (!owners.length) return [];
   const blocks = [...xml.matchAll(/<(?:[\w.-]+:)?(nonDerivativeTransaction|derivativeTransaction)(?:\s[^>]*)?>([\s\S]*?)<\/(?:[\w.-]+:)?\1\s*>/gi)];
+  // One box for the whole form, so it covers every line on it.
+  const rule10b51 = optionalFlag(xml, "aff10b5One");
   return blocks.map((match, transactionIndex) => {
     const block = match[2]!;
     const amounts = tagContent(block, "transactionAmounts") ?? "";
@@ -123,6 +150,7 @@ export function parseForm4Xml(xml: string): InsiderTransaction[] {
       ownershipNature: tagText(tagContent(tagContent(block, "ownershipNature") ?? "", "natureOfOwnership") ?? "", "value"),
       form: tagText(xml, "documentType") || "4",
       footnoteIds: [...new Set([...block.matchAll(/<(?:[\w.-]+:)?footnoteId\s[^>]*\bid\s*=\s*["']([^"']+)["']/gi)].map((note) => note[1]!))],
+      ...(rule10b51 === undefined ? {} : { rule10b51 }),
     };
   });
 }

package/src/plugins/builtin/insider/model.ts

@@ -1,7 +1,8 @@
 import type { SecFilingItem } from "../../../types/data-provider";
 import { formatCompact, formatCurrency } from "../../../utils/format";
-import { parseForm4Xml, parseForm4Disclosure, transactionTypeLabel, type InsiderTransaction, type InsiderFilingDisclosure } from "./insider-data";
+import { parseForm4Xml, parseForm4Disclosure, transactionTypeLabel, type InsiderTransaction, type InsiderFilingDisclosure, type InsiderReportingOwner } from "./insider-data";
 import { affectingInsiderAmendments, buildInsiderAmendmentScopes, isAmendedInsiderFiling } from "./amendments";
+import { formatInsiderName, isOpenMarketTrade, shortInsiderRole } from "./display";
 
 const NINETY_DAYS_MS = 90 * 24 * 60 * 60 * 1000;
 
@@ -38,11 +39,56 @@ export function insiderReportedName(entry: ParsedInsiderFiling): string | null {
     ?? (entry.disclosure?.reportingOwners.map((owner) => owner.name).filter(Boolean).join("; ") || null);
 }
 
+/** The reported name as the table shows it, first name first. */
+export function insiderDisplayName(entry: ParsedInsiderFiling): string | null {
+  const name = insiderReportedName(entry);
+  return name ? formatInsiderName(name) : null;
+}
+
+function insiderOwners(entry: ParsedInsiderFiling): InsiderReportingOwner[] {
+  return entry.disclosure?.reportingOwners ?? entry.transaction?.reportingOwners ?? [];
+}
+
+/** The owner's role in a word or two (CEO, Director, 10% owner); the full title stays in the detail. */
+export function insiderRole(entry: ParsedInsiderFiling): string {
+  const owners = insiderOwners(entry);
+  if (owners.length) return shortInsiderRole(owners, entry.disclosure?.remarks);
+  return entry.transaction?.title ? shortInsiderRole([{ title: entry.transaction.title }]) : "";
+}
+
+/** Matches the name as filed ("COOK TIMOTHY D") or as shown ("Timothy D. Cook"). */
 export function matchesInsiderOwner(entry: ParsedInsiderFiling, name: string): boolean {
   const normalized = name.trim().toLocaleLowerCase();
-  return insiderReportedName(entry)?.toLocaleLowerCase() === normalized
-    || (entry.disclosure?.reportingOwners ?? entry.transaction?.reportingOwners ?? [])
-      .some((owner) => owner.name.toLocaleLowerCase() === normalized);
+  const matches = (candidate: string | null | undefined) => !!candidate
+    && (candidate.toLocaleLowerCase() === normalized || formatInsiderName(candidate).toLocaleLowerCase() === normalized);
+  return matches(insiderReportedName(entry)) || insiderOwners(entry).some((owner) => matches(owner.name));
+}
+
+/**
+ * The Type filter: open-market buys and sells (codes P and S, the default),
+ * everything else (awards, exercises, tax withholding, gifts), or all.
+ */
+export type InsiderTypeFilter = "trades" | "other" | "all";
+
+export const DEFAULT_INSIDER_TYPE_FILTER: InsiderTypeFilter = "trades";
+
+export function isInsiderTypeFilter(value: unknown): value is InsiderTypeFilter {
+  return value === "trades" || value === "other" || value === "all";
+}
+
+/**
+ * Whether a row belongs in a Type view. A filing still being read shows only
+ * under All, so the narrower views do not flicker as it resolves. A filing
+ * that could not be read, or an amendment without transaction lines, may
+ * hide a trade, so it shows under both narrower views.
+ */
+export function matchesInsiderTypeFilter(entry: ParsedInsiderFiling, filter: InsiderTypeFilter): boolean {
+  if (filter === "all") return true;
+  const { transaction } = entry;
+  if (transaction) return isOpenMarketTrade(transaction.transactionType) === (filter === "trades");
+  if (entry.isLoading) return false;
+  if (isInsiderDisclosureOnly(entry)) return filter === "other" || isAmendedInsiderFiling(entry);
+  return true;
 }
 
 export function buildInsiderDisclosureText(entry: ParsedInsiderFiling): string {
@@ -125,6 +171,8 @@ export function buildInsiderRows(parsed: readonly ParsedInsiderFiling[], context
       filingDate: filing.filingDate instanceof Date ? filing.filingDate.toISOString() : String(filing.filingDate),
       transactionDate: transaction?.filingDate?.toISOString() ?? null,
       insider: insiderReportedName(entry),
+      insiderName: insiderDisplayName(entry),
+      role: insiderRole(entry) || null,
       reportingOwners: entry.disclosure?.reportingOwners ?? transaction?.reportingOwners ?? [],
       title: transaction?.title ?? (entry.disclosure?.reportingOwners.map((owner) => owner.title).filter(Boolean).join("; ") || null),
       security: transaction?.securityTitle ?? null,
@@ -137,6 +185,7 @@ export function buildInsiderRows(parsed: readonly ParsedInsiderFiling[], context
       shares: transaction?.shares ?? null,
       pricePerShare: transaction?.pricePerShare ?? null,
       totalValue: transaction?.totalValue ?? null,
+      rule10b51: transaction?.rule10b51 ?? null,
       sharesOwnedAfter: transaction?.sharesOwned ?? null,
       form: filing.form,
       documentForm: entry.disclosure?.form ?? transaction?.form ?? null,