Share Percent Held By Insiders Formula in Excel

Shareholders often want to know how much percentage of a company's shares are held by insiders, as it can help illustrate confidence in the company’s future. The Share Percent Held By Insiders formula in Excel with MarketXLS provides quick access to this crucial indicator, making it easier to evaluate a stock’s ownership structure and guide your investment decisions.

Understanding Share Percent Held By Insiders

• Purpose and Use Cases
  The Share Percent Held By Insiders metric shows how much of a company's outstanding shares are owned by insiders (executives, board members, and other key stakeholders). A higher percentage often reflects confidence in the firm’s prospects and can indicate strong alignment between management and shareholders.

• Key Benefits

  • Quick insight into insider confidence levels
  • Useful for evaluating corporate governance and potential control issues
  • Helps in assessing overall market sentiment and ownership distribution

• When to Use
  Use this formula when conducting fundamental analysis, especially if you want to identify whether those with the most knowledge of the company’s operations hold significant stakes.

Syntax and Parameters

Use the SharePercentHeldByInsiders function to retrieve the percentage value:

=SharePercentHeldByInsiders(Symbol)

Return Value:
• Returns a numeric value (as text) representing the percentage of shares held by insiders.
• Returns "NA" if the symbol is invalid or the data is not available.

?? Note: A valid MarketXLS license is required to use this function. If the license is not valid or if there is an error during data retrieval, the function will return "NA".

Examples and Usage

Below are some common usage scenarios for different symbol formats:

1. Regular Stock Symbol:

   =SharePercentHeldByInsiders("MSFT")

2. Index:

   =SharePercentHeldByInsiders("^SPX")

3. Options:

   =SharePercentHeldByInsiders("@MSFT 110122C00020000")

4. Crypto:

   =SharePercentHeldByInsiders("BTCUSD:DEFAULT")

? Pro Tip: Incorporate other MarketXLS formulas, such as Sector or Industry, alongside this function for a more comprehensive overview of a company’s market position.

Common Questions

1. What happens if I use an invalid or unsupported symbol?

   • The function will return "NA". Double-check the symbol for typos or unsupported formats.

2. Does the formula support historical data or date inputs?

   • This formula retrieves the latest available insider percentage for the symbol. It does not require date parameters.

3. Can I reference a cell for the symbol input?

   • Yes. For example, if cell A1 contains MSFT, use:

     =SharePercentHeldByInsiders(A1)

4. How can I improve performance when working with multiple formulas?

   • Minimize recalculations by using Excel’s calculation settings efficiently or by running bulk MarketXLS data retrievals where possible.

5. Does a higher insider ownership always mean a better investment?

   • While high insider ownership may indicate confidence, it is just one factor among many. Always compare multiple metrics and conduct additional research before making investment decisions.