Class: Intrinio::InsiderTransaction

Inherits:
Object
  • Object
show all
Defined in:
lib/intrinio-sdk/models/insider_transaction.rb

Overview

A transaction where the owner is considered an insider of that company. Criteria for being an insider include being a director, officer, or 10%+ owner in the company. Transactions are detailed for both non-derivative and derivative transactions by the insider.

Instance Attribute Summary collapse

Class Method Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(attributes = {}) ⇒ InsiderTransaction

Initializes the object

Parameters:

  • attributes (Hash) (defaults to: {}) —

    Model attributes in the form of hash



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 148

def initialize(attributes = {})
  return unless attributes.is_a?(Hash)

  # convert string to symbol for hash key
  attributes = attributes.each_with_object({}){|(k,v), h| h[k.to_sym] = v}

  if attributes.has_key?(:'director')
    self.director = attributes[:'director']
  end

  if attributes.has_key?(:'officer')
    self.officer = attributes[:'officer']
  end

  if attributes.has_key?(:'ten_percent_owner')
    self.ten_percent_owner = attributes[:'ten_percent_owner']
  end

  if attributes.has_key?(:'other_relation')
    self.other_relation = attributes[:'other_relation']
  end

  if attributes.has_key?(:'officer_title')
    self.officer_title = attributes[:'officer_title']
  end

  if attributes.has_key?(:'derivative_transaction')
    self.derivative_transaction = attributes[:'derivative_transaction']
  end

  if attributes.has_key?(:'ticker')
    self.ticker = attributes[:'ticker']
  end

  if attributes.has_key?(:'security_title')
    self.security_title = attributes[:'security_title']
  end

  if attributes.has_key?(:'conversion_exercise_price')
    self.conversion_exercise_price = attributes[:'conversion_exercise_price']
  end

  if attributes.has_key?(:'transaction_date')
    self.transaction_date = attributes[:'transaction_date']
  end

  if attributes.has_key?(:'deemed_execution_date')
    self.deemed_execution_date = attributes[:'deemed_execution_date']
  end

  if attributes.has_key?(:'transaction_type_code')
    self.transaction_type_code = attributes[:'transaction_type_code']
  end

  if attributes.has_key?(:'acquisition_disposition_code')
    self.acquisition_disposition_code = attributes[:'acquisition_disposition_code']
  end

  if attributes.has_key?(:'amount_of_shares')
    self.amount_of_shares = attributes[:'amount_of_shares']
  end

  if attributes.has_key?(:'exercise_date')
    self.exercise_date = attributes[:'exercise_date']
  end

  if attributes.has_key?(:'expiration_date')
    self.expiration_date = attributes[:'expiration_date']
  end

  if attributes.has_key?(:'underlying_security_title')
    self.underlying_security_title = attributes[:'underlying_security_title']
  end

  if attributes.has_key?(:'underlying_shares')
    self.underlying_shares = attributes[:'underlying_shares']
  end

  if attributes.has_key?(:'transaction_price')
    self.transaction_price = attributes[:'transaction_price']
  end

  if attributes.has_key?(:'total_shares_owned')
    self.total_shares_owned = attributes[:'total_shares_owned']
  end

  if attributes.has_key?(:'ownership_type_code')
    self.ownership_type_code = attributes[:'ownership_type_code']
  end

  if attributes.has_key?(:'company')
    self.company = attributes[:'company']
  end

  if attributes.has_key?(:'owner')
    self.owner = attributes[:'owner']
  end

end

Instance Attribute Details

#acquisition_disposition_code ⇒ Object

A symbol representing whether or not the derivative securities are Acquired or Disposed; A = Acquisition | D = Disposition



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 55

def acquisition_disposition_code
  @acquisition_disposition_code
end

#amount_of_shares ⇒ Object

The number of derivative securities involved in the subject transaction



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 58

def amount_of_shares
  @amount_of_shares
end

#company ⇒ Object

The company associated with the filing



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 82

def company
  @company
end

#conversion_exercise_price ⇒ Object

The conversion or exercise price of the derivative security transacted



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 43

def conversion_exercise_price
  @conversion_exercise_price
end

#deemed_execution_date ⇒ Object

The date of the transaction had it not a directly identifiable date



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 49

def deemed_execution_date
  @deemed_execution_date
end

#derivative_transaction ⇒ Object

(true) A boolean indicating the transaction is a derivative transaction, which may or may not become common stock due to various possible exercise or conversion requirements



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 34

def derivative_transaction
  @derivative_transaction
end

#director ⇒ Object

(true/false) A boolean indicating whether or not the owner is a director in the company



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 19

def director
  @director
end

#exercise_date ⇒ Object

The exercise date of the derivative securities



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 61

def exercise_date
  @exercise_date
end

#expiration_date ⇒ Object

The expiration date of the derivative securities



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 64

def expiration_date
  @expiration_date
end

#officer ⇒ Object

(true/false) A boolean indicating whether or not the owner is a officer in the company



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 22

def officer
  @officer
end

#officer_title ⇒ Object

The officer title of the owner in the company



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 31

def officer_title
  @officer_title
end

#other_relation ⇒ Object

(true/false) A boolean indicating whether or not the owner has another relationship with the company beside, direct, officer, or significant owner in the company



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 28

def other_relation
  @other_relation
end

#owner ⇒ Object

The owner associated with the filing



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 85

def owner
  @owner
end

#ownership_type_code ⇒ Object

A symbol representing the ownership of the securities transacted; D = Direct Ownership | I = Indirect Ownership



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 79

def ownership_type_code
  @ownership_type_code
end

#security_title ⇒ Object

The name of the derivative security transacted



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 40

def security_title
  @security_title
end

#ten_percent_owner ⇒ Object

(true/false) A boolean indicating whether or not the owner has a ten percent or greater interest in the company



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 25

def ten_percent_owner
  @ten_percent_owner
end

#ticker ⇒ Object

The ticker symbol for the company’s common stock



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 37

def ticker
  @ticker
end

#total_shares_owned ⇒ Object

The total number of derivative securities owned following the subject transaction



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 76

def total_shares_owned
  @total_shares_owned
end

#transaction_date ⇒ Object

The date of the transaction



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 46

def transaction_date
  @transaction_date
end

#transaction_price ⇒ Object

The price of the derivative securities



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 73

def transaction_price
  @transaction_price
end

#transaction_type_code ⇒ Object

A symbol representing the transaction type; P = Purchase | S = Sale | A = Award | M = Conversion to Common | C = Conversion | X = Exercise of Derivative More Transaction Codes



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 52

def transaction_type_code
  @transaction_type_code
end

#underlying_security_title ⇒ Object

The name of the underlying non-derivative security related to this derivative transaction



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 67

def underlying_security_title
  @underlying_security_title
end

#underlying_shares ⇒ Object

The number of non-derivative shares involved in the subject transaction



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 70

def underlying_shares
  @underlying_shares
end

Class Method Details

.attribute_map ⇒ Object

Attribute mapping from ruby-style variable name to JSON key.



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 89

def self.attribute_map
  {
    :'director' => :'director',
    :'officer' => :'officer',
    :'ten_percent_owner' => :'ten_percent_owner',
    :'other_relation' => :'other_relation',
    :'officer_title' => :'officer_title',
    :'derivative_transaction' => :'derivative_transaction',
    :'ticker' => :'ticker',
    :'security_title' => :'security_title',
    :'conversion_exercise_price' => :'conversion_exercise_price',
    :'transaction_date' => :'transaction_date',
    :'deemed_execution_date' => :'deemed_execution_date',
    :'transaction_type_code' => :'transaction_type_code',
    :'acquisition_disposition_code' => :'acquisition_disposition_code',
    :'amount_of_shares' => :'amount_of_shares',
    :'exercise_date' => :'exercise_date',
    :'expiration_date' => :'expiration_date',
    :'underlying_security_title' => :'underlying_security_title',
    :'underlying_shares' => :'underlying_shares',
    :'transaction_price' => :'transaction_price',
    :'total_shares_owned' => :'total_shares_owned',
    :'ownership_type_code' => :'ownership_type_code',
    :'company' => :'company',
    :'owner' => :'owner'
  }
end

.swagger_types ⇒ Object

Attribute type mapping.



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 118

def self.swagger_types
  {
    :'director' => :'BOOLEAN',
    :'officer' => :'BOOLEAN',
    :'ten_percent_owner' => :'BOOLEAN',
    :'other_relation' => :'BOOLEAN',
    :'officer_title' => :'String',
    :'derivative_transaction' => :'BOOLEAN',
    :'ticker' => :'String',
    :'security_title' => :'String',
    :'conversion_exercise_price' => :'Float',
    :'transaction_date' => :'Date',
    :'deemed_execution_date' => :'Date',
    :'transaction_type_code' => :'String',
    :'acquisition_disposition_code' => :'String',
    :'amount_of_shares' => :'Float',
    :'exercise_date' => :'Date',
    :'expiration_date' => :'Date',
    :'underlying_security_title' => :'String',
    :'underlying_shares' => :'Float',
    :'transaction_price' => :'Float',
    :'total_shares_owned' => :'Float',
    :'ownership_type_code' => :'String',
    :'company' => :'CompanySummary',
    :'owner' => :'OwnerSummary'
  }
end

Instance Method Details

#==(o) ⇒ Object

Checks equality by comparing each attribute.

Parameters:

  • Object (Object) —

    to be compared



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 263

def ==(o)
  return true if self.equal?(o)
  self.class == o.class &&
      director == o.director &&
      officer == o.officer &&
      ten_percent_owner == o.ten_percent_owner &&
      other_relation == o.other_relation &&
      officer_title == o.officer_title &&
      derivative_transaction == o.derivative_transaction &&
      ticker == o.ticker &&
      security_title == o.security_title &&
      conversion_exercise_price == o.conversion_exercise_price &&
      transaction_date == o.transaction_date &&
      deemed_execution_date == o.deemed_execution_date &&
      transaction_type_code == o.transaction_type_code &&
      acquisition_disposition_code == o.acquisition_disposition_code &&
      amount_of_shares == o.amount_of_shares &&
      exercise_date == o.exercise_date &&
      expiration_date == o.expiration_date &&
      underlying_security_title == o.underlying_security_title &&
      underlying_shares == o.underlying_shares &&
      transaction_price == o.transaction_price &&
      total_shares_owned == o.total_shares_owned &&
      ownership_type_code == o.ownership_type_code &&
      company == o.company &&
      owner == o.owner
end

#_deserialize(type, value) ⇒ Object

Deserializes the data based on type

Parameters:

  • string —

    type Data type

  • string —

    value Value to be deserialized

Returns:

  • (Object) —

    Deserialized data



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 327

def _deserialize(type, value)
  case type.to_sym
  when :DateTime
    DateTime.parse(value)
  when :Date
    Date.parse(value)
  when :String
    value.to_s
  when :Integer
    value.to_i
  when :Float
    value.to_f
  when :BOOLEAN
    if value.to_s =~ /\A(true|t|yes|y|1)\z/i
      true
    else
      false
    end
  when :Object
    # generic object (usually a Hash), return directly
    value
  when /\AArray<(?<inner_type>.+)>\z/
    inner_type = Regexp.last_match[:inner_type]
    value.map { |v| _deserialize(inner_type, v) }
  when /\AHash<(?<k_type>.+?), (?<v_type>.+)>\z/
    k_type = Regexp.last_match[:k_type]
    v_type = Regexp.last_match[:v_type]
    {}.tap do |hash|
      value.each do |k, v|
        hash[_deserialize(k_type, k)] = _deserialize(v_type, v)
      end
    end
  else # model
    temp_model = Intrinio.const_get(type).new
    temp_model.build_from_hash(value)
  end
end

#_to_hash(value) ⇒ Hash

Outputs non-array value in the form of hash For object, use to_hash. Otherwise, just return the value

Parameters:

  • value (Object) —

    Any valid value

Returns:

  • (Hash) —

    Returns the value in the form of hash



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 393

def _to_hash(value)
  if value.is_a?(Array)
    value.compact.map{ |v| _to_hash(v) }
  elsif value.is_a?(Hash)
    {}.tap do |hash|
      value.each { |k, v| hash[k] = _to_hash(v) }
    end
  elsif value.respond_to? :to_hash
    value.to_hash
  else
    value
  end
end

#build_from_hash(attributes) ⇒ Object

Builds the object from hash

Parameters:

  • attributes (Hash) —

    Model attributes in the form of hash

Returns:

  • (Object) —

    Returns the model itself



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 306

def build_from_hash(attributes)
  return nil unless attributes.is_a?(Hash)
  self.class.swagger_types.each_pair do |key, type|
    if type =~ /\AArray<(.*)>/i
      # check to ensure the input is an array given that the the attribute
      # is documented as an array but the input is not
      if attributes[self.class.attribute_map[key]].is_a?(Array)
        self.send("#{key}=", attributes[self.class.attribute_map[key]].map{ |v| _deserialize($1, v) } )
      end
    elsif !attributes[self.class.attribute_map[key]].nil?
      self.send("#{key}=", _deserialize(type, attributes[self.class.attribute_map[key]]))
    end # or else data not found in attributes(hash), not an issue as the data can be optional
  end

  self
end

#eql?(o) ⇒ Boolean

Parameters:

  • Object (Object) —

    to be compared

Returns:

  • (Boolean)

See Also:

  • `==` method


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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 293

def eql?(o)
  self == o
end

#hash ⇒ Fixnum

Calculates hash code according to all attributes.

Returns:

  • (Fixnum) —

    Hash code



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 299

def hash
  [director, officer, ten_percent_owner, other_relation, officer_title, derivative_transaction, ticker, security_title, conversion_exercise_price, transaction_date, deemed_execution_date, transaction_type_code, acquisition_disposition_code, amount_of_shares, exercise_date, expiration_date, underlying_security_title, underlying_shares, transaction_price, total_shares_owned, ownership_type_code, company, owner].hash
end

#list_invalid_properties ⇒ Object

Show invalid properties with the reasons. Usually used together with valid?

Returns:

  • Array for valid properties with the reasons



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 250

def list_invalid_properties
  invalid_properties = Array.new
  return invalid_properties
end

#to_body ⇒ Hash

to_body is an alias to to_hash (backward compatibility)

Returns:

  • (Hash) —

    Returns the object in the form of hash



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 373

def to_body
  to_hash
end

#to_hash ⇒ Hash

Returns the object in the form of hash

Returns:

  • (Hash) —

    Returns the object in the form of hash



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 379

def to_hash
  hash = {}
  self.class.attribute_map.each_pair do |attr, param|
    value = self.send(attr)
    next if value.nil?
    hash[param] = _to_hash(value)
  end
  hash
end

#to_s ⇒ String

Returns the string representation of the object

Returns:

  • (String) —

    String presentation of the object



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 367

def to_s
  to_hash.to_s
end

#valid? ⇒ Boolean

Check to see if the all the properties in the model are valid

Returns:

  • (Boolean) —

    true if the model is valid



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# File 'lib/intrinio-sdk/models/insider_transaction.rb', line 257

def valid?
  return true
end