The holdings are actually public information if somebody wanted to review the proxy or our edgar filings, but I have removed the file because it was a very good point you made!!
On principle, though, it's best not to just leave payroll reports lying around, don't you agree. Yes, the top execs do have a lot out there in edgar filings, but ....
Tracking insider holdings has always been a manual process at the various companies I've done it, but I've been on the quest to build a perfect tracker for years. Heck, I'd pay a lot of money to buy a perfect tracker if such a thing existed!!
Are you a consultant, working with and for several companies?
I'm sure that a really good tracker could be built. Perfect? That might be a tall order.
I'm also pretty sure that such a tracker would have a major transactional database and only a few business tables involved.
- By "business table" I mean something like the little date based table I created...something that has inherent in it some "instructional" considerations for functions to be performed on the raw transactional data. Another business table might take all the awards, their dates of granting, dates of vesting, etc. That business table could drive how each exec acquires their additional shares as time rolls on.
- By "major database," I mean, in fact, a very large table that would--conceptually at least--combine all the information on all those executives and all the individual actions/transactions regarding their awards, dividends, cash in and cash out, into a single table.
One of the mistakes that many people make when first getting in to Excel is to break things apart, as you've done. It's in some ways easier to think of it that way, probably mirrors how we'd do it if we kept these records on paper. But the truth is that Excel can take a well-designed single database that tracks all the data on transactions and break it apart, dealing with individual rows based on such things as SSN and award number, calendar dates...Excel can take a single table and do wonders.
We actually make it harder for Excel to "show its stuff," as you are experiencing, when we break the raw data apart to make it easier for ourselves.
