gloomberb 0.18.2 → 0.18.3

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "gloomberb",
-  "version": "0.18.2",
+  "version": "0.18.3",
   "packageManager": "bun@1.3.11",
   "description": "Market research and portfolio tracker for the terminal",
   "module": "src/public/index.ts",

package/patches/electrobun@1.18.1.patch

@@ -74,7 +74,7 @@ index cdaa2bca0fabe577cb667056aa6f8f84211189c2..3839e5232742c2467180c344f51a30f1
  
  // Encrypt function
 diff --git a/dist/api/bun/core/Updater.ts b/dist/api/bun/core/Updater.ts
-index 39daf6d341780af8e30c2c50327162863f5977ec..bf4a4b615f84904759d4bcd57be0d899c9464a5f 100644
+index 39daf6d341780af8e30c2c50327162863f5977ec..0174d2ce1a9a4fa8ae0fd97367293fc5a794286a 100644
 --- a/dist/api/bun/core/Updater.ts
 +++ b/dist/api/bun/core/Updater.ts
 @@ -132,6 +132,19 @@ let updateInfo: {
@@ -97,7 +97,62 @@ index 39daf6d341780af8e30c2c50327162863f5977ec..bf4a4b615f84904759d4bcd57be0d899
  function cleanupExtractionFolder(
  	extractionFolder: string,
  	keepTarHash: string,
-@@ -176,6 +189,12 @@ const Updater = {
+@@ -158,6 +171,54 @@ function cleanupExtractionFolder(
+ 	}
+ }
+ 
++/**
++ * Where the running app goes while the new one moves in: `<app>.previous`, or,
++ * when an older one is still there and cannot be removed (a bundle another
++ * user owns), a name of its own, so a copy left behind once never blocks
++ * every later update. The app removes the copies it left at its next start.
++ */
++function updateAsidePath(appPath: string): string {
++	const previous = `${appPath}.previous`;
++	if (!statSync(previous, { throwIfNoEntry: false })) return previous;
++	try {
++		rmSync(previous, { recursive: true, force: true });
++	} catch (e) {
++		// Left for the next start to remove; this update takes another name.
++	}
++	if (!statSync(previous, { throwIfNoEntry: false })) return previous;
++	for (let attempt = 0; ; attempt += 1) {
++		const unique = `${previous}-${Date.now().toString(36)}${attempt ? `-${attempt}` : ""}`;
++		if (!statSync(unique, { throwIfNoEntry: false })) return unique;
++	}
++}
++
++/**
++ * Puts the new app where the running one is. The running app is moved aside
++ * rather than deleted first, so a move that fails (another volume, a
++ * read-only one, no permission) puts it back instead of leaving no app at all.
++ * The copy moved aside is removed when it can be; one that cannot goes at the
++ * app's next start.
++ */
++function replaceAppBundle(runningAppPath: string, newAppPath: string) {
++	const hadRunningApp = !!statSync(runningAppPath, { throwIfNoEntry: false });
++	const asidePath = hadRunningApp ? updateAsidePath(runningAppPath) : null;
++	if (asidePath) renameSync(runningAppPath, asidePath);
++
++	emitStatus("replacing-app", "Installing new version...");
++	try {
++		renameSync(newAppPath, runningAppPath);
++	} catch (error) {
++		if (asidePath) renameSync(asidePath, runningAppPath);
++		throw error;
++	}
++	if (!asidePath) return;
++	try {
++		rmSync(asidePath, { recursive: true, force: true });
++	} catch (e) {
++		// The new app is in place; the app removes the old copy at its next start.
++	}
++}
++
+ const Updater = {
+ 	updateInfo: () => {
+ 		return updateInfo;
+@@ -176,6 +237,12 @@ const Updater = {
  		onStatusChangeCallback = callback;
  	},
  
@@ -110,7 +165,7 @@ index 39daf6d341780af8e30c2c50327162863f5977ec..bf4a4b615f84904759d4bcd57be0d899
  	// todo: allow switching channels, by default will check the current channel
  	checkForUpdate: async () => {
  		emitStatus("checking", "Checking for updates...");
-@@ -196,11 +215,11 @@ const Updater = {
+@@ -196,11 +263,11 @@ const Updater = {
  
  		const cacheBuster = Math.random().toString(36).substring(7);
  		const platformPrefix = getPlatformPrefix(
@@ -124,7 +179,7 @@ index 39daf6d341780af8e30c2c50327162863f5977ec..bf4a4b615f84904759d4bcd57be0d899
  
  		try {
  			const updateInfoResponse = await fetch(updateInfoUrl);
-@@ -329,11 +348,11 @@ const Updater = {
+@@ -329,11 +396,11 @@ const Updater = {
  
  				// check if there's a patch file for it
  				const platformPrefix = getPlatformPrefix(
@@ -138,7 +193,7 @@ index 39daf6d341780af8e30c2c50327162863f5977ec..bf4a4b615f84904759d4bcd57be0d899
  				emitStatus(
  					"fetching-patch",
  					`Checking for patch: ${currentHash.slice(0, 8)}`,
-@@ -612,12 +631,12 @@ const Updater = {
+@@ -612,12 +679,12 @@ const Updater = {
  
  				const cacheBuster = Math.random().toString(36).substring(7);
  				const platformPrefix = getPlatformPrefix(
@@ -153,6 +208,52 @@ index 39daf6d341780af8e30c2c50327162863f5977ec..bf4a4b615f84904759d4bcd57be0d899
  				const prevVersionCompressedTarballPath = join(
  					appDataFolder,
  					"self-extraction",
+@@ -760,7 +827,12 @@ const Updater = {
+ 				mkdirSync(extractionFolder, { recursive: true });
+ 			}
+ 
+-			let latestHash = (await Updater.checkForUpdate()).hash;
++			// Install the build that was downloaded. Checking again here fetched
++			// the newest manifest instead: once a newer release was out (or the
++			// check failed offline) its tar was not there and the install
++			// returned without a word, so a download waiting for a restart could
++			// never be installed.
++			let latestHash = updateInfo.hash;
+ 			const latestTarPath = join(extractionFolder, `${latestHash}.tar`);
+ 
+ 			let appBundleSubpath: string = "";
+@@ -894,14 +966,7 @@ const Updater = {
+ 					emitStatus("replacing-app", "Removing old version...");
+ 
+ 					if (currentOS === "macos") {
+-						// Remove existing app before installing the new one
+-						if (statSync(runningAppBundlePath, { throwIfNoEntry: false })) {
+-							rmSync(runningAppBundlePath, { recursive: true });
+-						}
+-
+-						emitStatus("replacing-app", "Installing new version...");
+-						// Move new app to running location
+-						renameSync(newAppBundlePath, runningAppBundlePath);
++						replaceAppBundle(runningAppBundlePath, newAppBundlePath);
+ 
+ 						// Remove quarantine extended attributes to prevent "damaged" error
+ 						// The inner bundle is already signed/notarized, but macOS applies
+@@ -918,14 +983,7 @@ const Updater = {
+ 						// On Linux, we now have directory bundles instead of AppImage files
+ 						// The app is stored in {appDataFolder}/app/
+ 						const appBundleDir = join(appDataFolder, "app");
+-						
+-						// Remove existing app directory if it exists
+-						if (statSync(appBundleDir, { throwIfNoEntry: false })) {
+-							rmSync(appBundleDir, { recursive: true });
+-						}
+-
+-						// Move new app bundle directory to app location
+-						renameSync(newAppBundlePath, appBundleDir);
++						replaceAppBundle(appBundleDir, newAppBundlePath);
+ 
+ 						// Ensure launcher binary is executable
+ 						const launcherPath = join(appBundleDir, "bin", "launcher");
 diff --git a/dist/api/bun/preload/.generated/compiled.ts b/dist/api/bun/preload/.generated/compiled.ts
 index 3ab1d7d8de8938ae60823650fd3a29b952a76cb6..e0e841e6a87ce41533c6bdda8d29400aaf478e31 100644
 --- a/dist/api/bun/preload/.generated/compiled.ts

package/src/api-client/data.ts

@@ -27,6 +27,7 @@ import {
 import type { LettersParams } from "./letters";
 import type { IpoCalendarParams, IpoCalendarPayload } from "./ipo";
 import type { TickerChanges } from "../types/ticker-changes";
+import type { IssuerListings } from "../types/issuer-listings";
 import type { OrganizationTickersResponse } from "./organization-tickers";
 import type { CryptoMarketsPayload, StablecoinSupplyHistoryPayload, StablecoinSupplyPayload } from "./crypto-markets";
 import type { CentralBankRatesPayload } from "./central-bank-rates";
@@ -470,6 +471,20 @@ export class CloudDataApi {
     return answers;
   }
 
+  /** Every listing of the company a listing belongs to (RCI and RCI.B:TSX are Rogers); empty for one the service does not hold. */
+  async getCloudIssuerListings(
+    symbol: string,
+    exchange = "",
+    options: { signal?: AbortSignal } = {},
+  ): Promise<CloudMarketResponse<IssuerListings>> {
+    const params = new URLSearchParams({ symbol: symbol.trim().toUpperCase() });
+    if (exchange.trim()) params.set("exchange", exchange.trim().toUpperCase());
+    return this.request<CloudMarketResponse<IssuerListings>>(
+      `/market/issuer-listings?${params}`,
+      options.signal ? { signal: options.signal } : undefined,
+    );
+  }
+
   /** The listed company each organization name resolves to, if any: a trial's lead sponsors, a page at a time. */
   async getCloudOrganizationTickers(names: readonly string[], signal?: AbortSignal): Promise<OrganizationTickersResponse> {
     return this.request<OrganizationTickersResponse>("/market/organization-tickers", {

package/src/api-client/index.ts

@@ -54,6 +54,7 @@ export type {
   CrashReportSurface,
   CrashReportsPayload,
   FunctionUsageCount,
+  UpdateFailureReport,
   UsageCountsPayload,
   UsageCountsSurface,
 } from "./telemetry";
@@ -774,6 +775,7 @@ class GloomApiClient {
   getCloudTickerChanges = this.data.getCloudTickerChanges.bind(this.data);
   getCloudOrganizationTickers = this.data.getCloudOrganizationTickers.bind(this.data);
   getCloudTickerChangesBatch = this.data.getCloudTickerChangesBatch.bind(this.data);
+  getCloudIssuerListings = this.data.getCloudIssuerListings.bind(this.data);
   searchInstrumentsBatch = this.data.searchInstrumentsBatch.bind(this.data);
   getCloudHistory = this.data.getCloudHistory.bind(this.data);
   getCloudExchangeRate = this.data.getCloudExchangeRate.bind(this.data);

package/src/api-client/request.ts

@@ -413,9 +413,10 @@ export class CloudApiRequestTransport {
     // change lookup: a note beside a quote, never one of the refused market
     // requests a lookup of many symbols waits out and retries. Nor the
     // tickers beside a list of organization names, which say so in place,
-    // or a 13F filer's EDGAR filing list, whose report says it went unchecked.
-    // Nor the batched searches and ticker changes a list of symbols starts
-    // with: a service without them answers 404, and whatever they leave
+    // or a 13F filer's EDGAR filing list, whose report says it went unchecked,
+    // or a company's other listings, beside a list check that still answers
+    // for the listing itself. Nor the batched searches and ticker changes a
+    // list of symbols starts with: a service without them answers 404, and whatever they leave
     // unanswered is looked up one symbol at a time, which is tracked.
     if (
       path.startsWith("/telemetry/")
@@ -423,6 +424,7 @@ export class CloudApiRequestTransport {
       || path === "/cloud/geo/layers"
       || path.startsWith("/cloud/sec/13f/filer?")
       || path.startsWith("/market/ticker-changes?")
+      || path.startsWith("/market/issuer-listings?")
       || path === "/market/ticker-changes/batch"
       || path === "/market/search/batch"
       || path === "/market/organization-tickers"

package/src/api-client/telemetry.ts

@@ -16,6 +16,23 @@ export interface CrashReportError {
   stack?: string;
   plugin?: string;
   pane?: string;
+  /** A failed update step, field by field. Servers that do not know it drop it. */
+  update?: UpdateFailureReport;
+}
+
+/**
+ * A failed update step as error tracking gets it: fixed values and version
+ * numbers only, never a path, URL or the error's own text.
+ */
+export interface UpdateFailureReport {
+  phase: "check" | "download" | "verify" | "apply" | "relaunch";
+  code: string;
+  appVersion: string;
+  targetVersion?: string;
+  channel: "stable" | "nightly";
+  platform: "macos" | "windows" | "linux" | "other";
+  arch: "arm64" | "x64" | "other";
+  installKind: string;
 }
 
 /** Body of `POST /telemetry/errors`. The server forwards each error to error tracking. */

package/src/app/global-shortcuts.ts

@@ -8,7 +8,7 @@ import type { AppAction, AppState } from "../state/app/context";
 import type { TickerRecord } from "../types/ticker";
 import { findPaneInstance } from "../types/config";
 import type { ReleaseInfo } from "../updater";
-import { canRestartToApply, canSelfUpdate } from "../updater";
+import { canRestartToApply, canRetryUpdate } from "../updater";
 import { getVisiblePaneCycleOrder } from "../components/layout/pane/cycle-order";
 import { requestFunctionHelp, useFunctionHelpHost } from "../plugins/builtin/help/function-card";
 import { buildRegistryHelpIndex, helpFunctionForPane } from "../plugins/builtin/help/function-index";
@@ -37,21 +37,6 @@ import {
 /** Long enough to read a few conflicts and choose Review. */
 const KEYBINDING_NOTICE_DURATION_MS = 15_000;
 
-/**
- * Whether the install-update key has something to retry: a release this build
- * can install itself whose last attempt failed. A fresh one downloads on its
- * own, and a manual or managed one names its own command. (A downloaded
- * desktop update has its own use of the key: restarting into it.)
- */
-export function canRetryUpdate(
-  state: Pick<AppState, "updateAvailable" | "updateProgress" | "updateCheckInProgress">,
-): boolean {
-  return !!state.updateAvailable
-    && state.updateProgress?.phase === "error"
-    && !state.updateCheckInProgress
-    && canSelfUpdate(state.updateAvailable);
-}
-
 /**
  * Tells the user once per launch when `config.json` holds a binding that does
  * not parse, names no action, or lands on a key another action already has.

package/src/app/runtime/update.ts

@@ -6,6 +6,7 @@ import type { AppAction, AppState } from "../../state/app/context";
 import {
   applyUpdate,
   canRestartToApply,
+  canRetryUpdate,
   canSelfUpdate,
   checkForUpdateDetailed,
   discardStagedUpdate,
@@ -15,6 +16,8 @@ import {
   type UpdateProgress,
 } from "../../updater";
 import { resolveUpdateChannel, stagedUpdateFitsChannel } from "../../updater/channel";
+import { updateFailureReason } from "../../updater/failure";
+import { t, tf } from "../../i18n";
 import type { UpdateChannel } from "../../types/config";
 import { VERSION } from "../../version";
 import { debugLog } from "../../utils/debug-log";
@@ -27,11 +30,14 @@ const UPDATE_CHECK_INTERVAL_MS = 60 * 60_000; // hourly
 const updateLog = debugLog.createLogger("update");
 
 /**
- * The header and the command bar show a failed update's message, and the header
- * cuts it to its room: the log keeps what the updater actually said.
+ * The header says why an update failed in a few words and the command bar
+ * shows the whole error: the log keeps what the updater actually said, with
+ * the step and the reason.
  */
 function logUpdateFailure(progress: UpdateProgress): void {
-  if (progress.phase === "error") updateLog.error("update failed", { error: progress.error });
+  if (progress.phase === "error") {
+    updateLog.error("update failed", { error: progress.error, phase: progress.failure?.phase, code: progress.failure?.code });
+  }
 }
 
 /** An update is being downloaded, applied, or is downloaded and waiting for a restart. */
@@ -127,7 +133,9 @@ export function useAppUpdateRuntime({
       return { kind: "error", error: message || "Update check failed" };
     });
 
-    if (result.kind === "error") updateLog.warn("update check failed", { error: result.error });
+    if (result.kind === "error") {
+      updateLog.warn("update check failed", { error: result.error, code: result.failure?.code });
+    }
 
     if (!manual) {
       if (result.kind === "available" && result.release.tagName !== declinedTagRef.current) {
@@ -154,13 +162,25 @@ export function useAppUpdateRuntime({
       return;
     }
 
-    dispatch({ type: "SET_UPDATE_NOTICE", notice: `Update check failed: ${result.error}` });
+    // The reason in a few words, as the failed banner gives it; the log has the error.
+    const reason = result.failure ? t(updateFailureReason(result.failure)) : result.error;
+    dispatch({ type: "SET_UPDATE_NOTICE", notice: tf("Update check failed: {reason}", { reason }) });
   }, [dispatch, stateRef]);
 
   const runUpdateCommand = useCallback(() => {
-    if (canRestartToApply(stateRef.current.updateProgress)) restartToApplyUpdate();
-    else void runUpdateCheck(true);
-  }, [restartToApplyUpdate, runUpdateCheck, stateRef]);
+    const state = stateRef.current;
+    if (canRestartToApply(state.updateProgress)) {
+      restartToApplyUpdate();
+      return;
+    }
+    // After a failed download or install, the command tries again, as the key does.
+    if (canRetryUpdate(state)) {
+      startUpdate(state.updateAvailable!);
+      return;
+    }
+    if (state.updateProgress?.phase === "error") dispatch({ type: "SET_UPDATE_PROGRESS", progress: null });
+    void runUpdateCheck(true);
+  }, [dispatch, restartToApplyUpdate, runUpdateCheck, startUpdate, stateRef]);
 
   useEffect(() => {
     if (!enabled || isDetachedWindow) return;

package/src/architecture/pane-tabs-allowlist.json

@@ -0,0 +1,65 @@
+{
+  "src/plugins/builtin/account-management/pane.tsx": {
+    "hasSession || apiClient.isSignedIn()": "Signed out, every tab is the same sign-in wall."
+  },
+  "src/plugins/builtin/analytics/index.tsx": {
+    "portfolioTabs.length > 0": "The tabs are the user's portfolios; with none there is nothing to choose between."
+  },
+  "src/plugins/builtin/analytics/risk-pane.tsx": {
+    "portfolio": "No local portfolio yet: the pane says to add holdings instead of offering views of nothing."
+  },
+  "src/plugins/builtin/attention/pane.tsx": {
+    "!signInWall": "Signed out, every tab is the same sign-in wall."
+  },
+  "src/plugins/builtin/awards/pane.tsx": {
+    "!denied": "Access denied draws the sign-in or plan wall for every tab."
+  },
+  "src/plugins/builtin/backtest/pane.tsx": {
+    "symbol": "No ticker yet: the pane asks for one before any view applies."
+  },
+  "src/plugins/builtin/catalysts/pane.tsx": {
+    "!openId": "An open event replaces the list by design and registers its own Evidence and History strip."
+  },
+  "src/plugins/builtin/cloud/team/pane.tsx": {
+    "signedIn": "The tabs are the user's teams; signed out there are none and the pane is a sign-in wall."
+  },
+  "src/plugins/builtin/company-attention/pane.tsx": {
+    "!signInWall && !openCompany && !app": "Signed out it is a sign-in wall; an open company or app replaces the board by design and registers its own strip."
+  },
+  "src/plugins/builtin/company-kpis/pane.tsx": {
+    "symbol && !signInWall": "No ticker yet, or signed out: every tab would be the same prompt or sign-in wall."
+  },
+  "src/plugins/builtin/congress-trades/pane.tsx": {
+    "tickerFilter": "A ticker's own congressional trades are one list; the Trades, Members and Tickers tabs belong to the whole-market view."
+  },
+  "src/plugins/builtin/debt-maturities/pane.tsx": {
+    "symbol && !signInWall": "No ticker yet, or signed out: every tab would be the same prompt or sign-in wall."
+  },
+  "src/plugins/builtin/earnings-ripple/pane.tsx": {
+    "holdings.length": "No holdings to ripple from yet: the pane says how to add them instead of offering views of nothing."
+  },
+  "src/plugins/builtin/estimate-revisions/pane.tsx": {
+    "!symbol || signInWall": "No ticker yet, or signed out: every tab would be the same prompt or sign-in wall."
+  },
+  "src/plugins/builtin/gpu/pane.tsx": {
+    "!signIn": "Signed out or unverified, every tab is the same sign-in wall."
+  },
+  "src/plugins/builtin/portfolio-list/pane/index.tsx": {
+    "showCollectionTabs": "The tabs are the pane's collections; a single collection has nothing to switch to."
+  },
+  "src/plugins/builtin/power/pane.tsx": {
+    "!signInWall": "Signed out, every tab is the same sign-in wall."
+  },
+  "src/plugins/builtin/research-search/pane.tsx": {
+    "signInRequired || verificationRequired": "Signed out or unverified, every mode is the same sign-in wall."
+  },
+  "src/plugins/builtin/shared/filing-year-reader.tsx": {
+    "years.length > 1": "The tabs are the filings on record, known once their list answers; a single filing has no other year to pick."
+  },
+  "src/plugins/builtin/supply-chain/pane.tsx": {
+    "symbol": "No ticker yet: the pane asks for one before any view applies."
+  },
+  "src/plugins/builtin/ticker-detail/pane.tsx": {
+    "!paneSettings.hideTabs && ticker": "The hideTabs setting locks the pane to one view, and with no ticker selected there is nothing to research."
+  }
+}

package/src/cli/commands/market.ts

@@ -218,8 +218,9 @@ import { centralBankEventsMessage } from "../central-bank-events";
 import { classSharesToday } from "../../plugins/builtin/holders/client";
 import { filingFormMatches, SEC_FILING_FETCH_LIMIT } from "../../plugins/builtin/sec/forms";
 import { currentReportItemsLabel } from "../../utils/sec-filings";
-import { loadParsedInsiderFilings } from "../../plugins/builtin/insider/client";
-import { insiderEmptyNotice } from "../../plugins/builtin/insider/issuer";
+import { INSIDER_REPORT_FILINGS, loadParsedInsiderFilings } from "../../plugins/builtin/insider/client";
+import { insiderEmptyNotice, loadHomeInsiderReportsNote } from "../../plugins/builtin/insider/issuer";
+import { buildInsiderSummary } from "../../plugins/builtin/insider/model";
 import {
   BENEFICIAL_REPORT_COLUMNS,
   beneficialCoverageNotices,
@@ -290,8 +291,8 @@ function uniqueEntries(entries: readonly string[]): string[] {
 
 /**
  * The symbols to resolve: each entry with a space read as a company's name
- * when search finds one, else as its words, each a symbol (`readNameEntries`),
- * with the repeats that leaves dropped. A name found stays whole.
+ * when search finds one, else as its words when they are symbols
+ * (`readNameEntries`), with the repeats that leaves dropped. A name stays whole.
  */
 async function readSymbols(symbols: readonly string[], dataProvider: Parameters<typeof readNameEntries>[1]): Promise<string[]> {
   return uniqueEntries(await readNameEntries(symbols, dataProvider));
@@ -1549,50 +1550,81 @@ async function runFilings(rawArgs: string[], ctx: Parameters<CliCommandDef["exec
 
 type Form4Insiders = "available" | "none" | "foreign-private-issuer" | "no-sec-reports";
 
+/** The company's own Form 4 filings as `fn INS` reads them: whether it has any, and its summary of them. */
+interface Form4Report {
+  status: Form4Insiders;
+  /** `fn INS`'s line of the last 90 days' open-market buys and sales in the filings read; null when it has none. */
+  summary: string | null;
+  /** The Form 4 lines in the filings read, and how many filings that was. */
+  lines: number;
+  filings: number;
+  /** The newest filing's date (YYYY-MM-DD), which dates the report. */
+  newestFiled: string | null;
+  /** "Canadian insider reports (SEDI) not covered." beside the reason a company from abroad has none. */
+  home: string | null;
+}
+
 /**
- * Whether the company has Form 4 filings of its own, read as `fn INS` reads
- * them; null when they could not be read. A listing abroad the SEC lists
- * nothing for files no SEC reports at all.
+ * The company's Form 4 filings, read as `fn INS` reads its first page (its
+ * latest 20 of its own) and summed up as it sums them; null when they could
+ * not be read. A listing abroad the SEC lists nothing for files no SEC
+ * reports at all, and a company from abroad with none names its home
+ * market's insider reports as not covered either.
  */
-async function loadForm4Insiders(market: MarketContext, listing: CliListing): Promise<Form4Insiders | null> {
+async function loadForm4Report(market: MarketContext, listing: CliListing): Promise<Form4Report | null> {
+  const { symbol, exchange } = listing.request;
   try {
-    const { parsed, foreignPrivateIssuer, noFilings } = await loadParsedInsiderFilings(market.dataProvider, listing.request.symbol, {
-      limit: 1,
-      exchange: listing.request.exchange,
+    const { parsed, foreignPrivateIssuer, noFilings } = await loadParsedInsiderFilings(market.dataProvider, symbol, {
+      limit: INSIDER_REPORT_FILINGS,
+      exchange,
     });
-    if (parsed.length > 0) return "available";
-    if (noFilings && nonUsSecListingVenue(listing.request.symbol, listing.request.exchange)) return "no-sec-reports";
-    return foreignPrivateIssuer ? "foreign-private-issuer" : "none";
+    if (parsed.length > 0) {
+      const filed = parsed.map(({ filing }) => new Date(filing.filingDate).getTime()).filter(Number.isFinite);
+      return {
+        status: "available",
+        summary: buildInsiderSummary(parsed, Date.now(), parsed),
+        lines: parsed.filter(({ transaction }) => transaction != null).length,
+        filings: new Set(parsed.map(({ filing }) => filing.accessionNumber)).size,
+        newestFiled: filed.length > 0 ? new Date(Math.max(...filed)).toISOString().slice(0, 10) : null,
+        home: null,
+      };
+    }
+    const status: Form4Insiders = noFilings && nonUsSecListingVenue(symbol, exchange) ? "no-sec-reports"
+      : foreignPrivateIssuer ? "foreign-private-issuer" : "none";
+    const home = await loadHomeInsiderReportsNote(market.dataProvider, listing.key, exchange, foreignPrivateIssuer);
+    return { status, summary: null, lines: 0, filings: 0, newestFiled: null, home };
   } catch (error) {
-    logFailure("cli.commands-market", "Read insider filing availability failed")(error);
+    logFailure("cli.commands-market", "Read insider filings failed")(error);
     return null;
   }
 }
 
 /**
- * Holder lists name institutions and funds; individual insiders rarely appear.
- * The insider share of the company is reported either way, so say it. The
- * Form 4 trades are pointed to only when the company has some; otherwise the
- * line says why there are none, in the words `fn INS` uses.
+ * The insider lines under `insider`'s holders. A company's insiders file
+ * Form 4, which 13F holder lists rarely name, so the report leads with
+ * `fn INS`'s summary of the Form 4 filings and points to the transactions;
+ * a company with none says why, in the words `fn INS` uses. The insider share
+ * of the company follows when the holder data reports it.
  */
 function insiderSummary(
   data: HolderData,
-  ownerTypes: Set<string>,
   listing: Pick<CliListing, "key">,
   identity: ListingIdentity,
-  form4: Form4Insiders | null,
+  form4: Form4Report | null,
 ): string {
   const held = data.summary?.insidersPercentHeld;
   const share = held == null || !Number.isFinite(held)
     ? ""
     : `Insiders hold ${formatFractionPercentCell(held)} of shares outstanding.`;
-  const listed = data.holders.some((holder) => ownerTypes.has(holder.ownerType));
   // The listing as the command read it (CAR:ASX), not the source's spelling of it (CAR.AX), which fn does not take.
-  const transactions = form4 === "available"
-    ? listed ? "" : `Form 4 transactions: gloomberb fn INS ${listing.key}`
-    : form4 === "no-sec-reports" ? noSecReportsNotice(identity)
-    : form4 ? insiderEmptyNotice(form4 === "foreign-private-issuer") : "";
-  return [share, transactions].filter(Boolean).join("\n");
+  const transactions = form4?.status === "available"
+    ? [
+      ...form4.summary ? [form4.summary] : [],
+      `${form4.lines} Form 4 ${form4.lines === 1 ? "line" : "lines"} in the latest ${form4.filings} ${form4.filings === 1 ? "filing" : "filings"}${form4.newestFiled ? `, newest filed ${form4.newestFiled}` : ""}: gloomberb fn INS ${listing.key}`,
+    ].join("\n")
+    : form4?.status === "no-sec-reports" ? [noSecReportsNotice(identity), form4.home].filter(Boolean).join(" ")
+    : form4 ? insiderEmptyNotice(form4.status === "foreign-private-issuer", form4.home) : "";
+  return [transactions, share].filter(Boolean).join("\n");
 }
 
 /** `holders --form 13d|13g|all`: the 13D/13G beneficial owners, joined by name to the 13F holders. */
@@ -1682,7 +1714,7 @@ async function runHolders(
         { command: commandName, noun: "holder data" },
       ),
       loadListingQuote(market.dataProvider, listing),
-      insiderCommand ? loadForm4Insiders(market, listing) : null,
+      insiderCommand ? loadForm4Report(market, listing) : null,
     ]);
     const identity = listingIdentity(listing, quote);
     const choice = await listingChoiceNotes(listing, market, quote, venues);
@@ -1704,7 +1736,9 @@ async function runHolders(
     const markedRows = rows.some((row) => holderShareBasisMarker(row));
     // The heading names the listing; its unit, date and how much of the list follows on the same line.
     // One "as of" only when every row shown is of that date; each row carries its own.
-    const facts = holderListFacts({
+    // An insider list the 13F filings name nobody in is not "none reported": the Form 4 summary under it says what insiders did.
+    const form4Only = insiderCommand && rows.length === 0;
+    const facts = form4Only ? [] : holderListFacts({
       currency: valueCurrency,
       listingCurrency: data.currency,
       period: holderListPeriod(shownRows, data.asOf),
@@ -1715,8 +1749,10 @@ async function runHolders(
     });
     const unvaluedNote = unvaluedHoldersNote(shownRows);
     const columns = holderReportColumns(shownRows, valueCurrency);
-    // Dated as HDS dates it: by the list's as-of.
-    const freshness = rowsFreshness(shownRows, { ...SEC_FILINGS, basis: "13F filings" }, { asOf: data.asOf ?? null });
+    // Dated as HDS dates it: by the list's as-of; an insider report of Form 4 filings alone as INS dates it, by the newest.
+    const freshness = form4Only
+      ? rowsFreshness(form4?.newestFiled ? [{ filingDate: form4.newestFiled }] : [], { ...SEC_FILINGS, basis: "Form 4 filings", observedKey: "filingDate" })
+      : rowsFreshness(shownRows, { ...SEC_FILINGS, basis: "13F filings" }, { asOf: data.asOf ?? null });
     // Named as fn HDS takes it, so the closing notes point to the same listing.
     const requested = exchangeOption && !raw.includes(":") ? `${raw}:${exchangeOption.toUpperCase()}` : raw;
     const { notices } = holderReportNotices({ data, requested, shown: shownRows, reported: rows.length, total });
@@ -1738,7 +1774,11 @@ async function runHolders(
         truncated: shown < (total ?? rows.length),
         valueBasis,
         positionsBasis,
-        ...(insiderCommand ? { form4Insiders: form4 } : {}),
+        ...(insiderCommand ? {
+          form4Insiders: form4?.status ?? null,
+          // INS's summary of the latest Form 4 filings, as `fn INS` gives it in its metadata.
+          form4: form4 ? { summary: form4.summary, lines: form4.lines, filings: form4.filings, newestFiled: form4.newestFiled, notCovered: form4.home } : null,
+        } : {}),
       },
       ...(choice.length > 0 ? { warnings: choice } : {}),
     }, {
@@ -1772,7 +1812,7 @@ async function runHolders(
       exportIdentity: { symbolOrSeries: listing.key },
       summary: () => [
         [valueBasis ? `Value = ${valueBasis}.` : "", positionsBasis ?? "", shareBasisNote ?? "", unvaluedNote ?? ""].filter(Boolean).join(" "),
-        insiderCommand ? insiderSummary(data, ownerTypes, listing, identity, form4) : "",
+        insiderCommand ? insiderSummary(data, listing, identity, form4) : "",
       ].filter(Boolean).join("\n"),
       empty: `No holders reported for ${listingTitle(identity)}.`,
     });