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Equity plan and broker integrations
InsiderList is broker-neutral, so execution notices and equity-plan transaction data flow in from the brokers and providers your people already use.
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How it works
Your broker executes. InsiderList reconciles.
Keep broker references
Every Rule 10b5-1 plan and pre-cleared trade carries its broker and provider reference, so broker data is matched to the right plan or trade automatically.
Record each execution once
Execution notices from several sources are checked against the plan and the trade, so each execution is recorded once.
Import equity-plan activity
Grants, vestings, and plan trades arrive by validated bulk import, so equity-plan activity joins every other transaction in your reconciled holdings.
Work with any broker
Any broker works, and your records survive a change of broker or plan provider.