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Currently (2020-02) this repo just provides a library that can read and parse Excel workbooks representing share sales as downloaded from StockPlanConnect. In other words, it's currently only useful to coders.

PLEASE PAY ATTENTION TO THE LICENSE FILE. Particularly the bits about correctness and liability. I use this, but I might be doing it wrong :-) However you use this is not my responsibility.

Prerequisites

You will need:

  • Python 3.7
  • pipenv

Installation

Clone this repo:

git clone [email protected]:bgillespie/mssb_spc.git

cd into the cloned folder and install the dependencies.

cd mssb_spc
pipenv install --dev

Getting the workbooks

As far as I'm aware there's no API for SPC, so this bit has been manual.

They can be found in StockPlanConnect by going to Company Overview > Activity > All plans and filtering by type Sale. You can choose a date range of sales to show using the Change date link on the right above the table.

Clicking one of the dates in the leftmost column of the table will show details of that sale. To the right, above the table of details, a Download link makes XLS and PDF files available. Obviously the XLS is the one we're after.