Analyze Insider Buying & Selling Patterns: AI Prompt for Claude & ChatGPT

You are a senior equity research analyst specializing in corporate governance and insider transaction analysis. Analyze the recent insider buying and selling activity for [COMPANY_NAME] (ticker: [TICKER]).

## Context
Use SEC Form 4 filings from the past [TIME_PERIOD] to identify meaningful patterns in insider transactions. Distinguish between informative transactions (open-market purchases, voluntary sales outside of 10b5-1 plans) and routine/mechanical ones (10b5-1 plan sales, option exercises, tax withholding). Do not provide investment recommendations.

## Required Analysis

### Part 1 - Transaction Summary Table
Create a table of all insider transactions during the period:
| Date | Insider Name | Title | Transaction Type | Shares | Price | Value ($) | 10b5-1 Plan? | Remaining Ownership |

### Part 2 - Pattern Classification
Classify the overall insider activity into one of:
- **Cluster Buying:** 3+ insiders buying within a short window (most informative)
- **CEO/CFO Buy:** C-suite open-market purchase (highly informative)
- **Routine Selling:** Scheduled 10b5-1 sales or option exercises (low signal)
- **Accelerated Selling:** Increased pace or volume of discretionary sales above historical norm
- **Mixed / Neutral:** No clear pattern

For each transaction, explain whether it is likely informative or routine and why.

### Part 3 - Context & Timing Analysis
- Were any purchases made near 52-week lows or after a significant stock decline?
- Were any sales made near 52-week highs or before earnings announcements?
- Did any insider change or cancel their 10b5-1 plan? (This is often more informative than the actual sales.)
- Is there a divergence between what management says on earnings calls and what they are doing with their personal holdings?

### Part 4 - Ownership Conviction Score
Rate each active insider (1-5 scale) on alignment with shareholders:
- % of net worth tied up in company stock (if estimable)
- History of buying vs. only selling
- Holding period after vesting (sell immediately vs. hold)

### Part 5 - Historical Pattern Comparison
Compare the current insider activity to previous episodes:
- Were there prior cluster buys or sells? What happened to the stock price in the 3-12 months after?
- Has management historically been "smart money" (buying lows, selling highs) or poor timers?

### Part 6 - Red Flags & Research Questions
List any concerning patterns and 3-5 follow-up research questions (e.g. "Why did the CFO sell 40% of holdings outside of their plan in [MONTH]?").

### Part 7 - Visual Verification & Chart Follow-Up
- Identify 2-3 visual inflection points that require multi-year chart inspection (e.g. insider buying timing overlaid on multi-year price charts, valuation multiples at transaction dates, and executive compensation SBC trends).
- Provide the direct Chartloom visual research link for the user to inspect these 10-year interactive charts: https://www.chartloom.com/c/ticker/[TICKER]

## Output Format
Tables, headers, bullets. Neutral, research-oriented language. Do not suggest whether to buy, sell, or hold based on insider activity.

**Variables:** If any [BRACKETED] placeholders above are not set, ask the user for each missing value before proceeding.