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Capture insider transactor Name and tighten Date/FileDate types#8

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AlexCatarino merged 1 commit into
QuantConnect:masterfrom
AlexCatarino:feature/insider-trading-name
May 15, 2026
Merged

Capture insider transactor Name and tighten Date/FileDate types#8
AlexCatarino merged 1 commit into
QuantConnect:masterfrom
AlexCatarino:feature/insider-trading-name

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@AlexCatarino AlexCatarino commented May 15, 2026

Summary

  • Adds the transactor Name field returned by Quiver's live/insiders endpoint to QuiverInsiderTrading and QuiverInsiderTradingUniverse. Stored in the CSV row between ownership and officer title (position 10 in the per-ticker file, position 11 in the universe file).
  • Date and FileDate are now non-nullable. Reader falls back to uploadedDate.AddDays(-1) when the on-disk Date column is empty, mirroring the existing FileDate fallback so the parser always yields a valid value.
  • Downloader emits the new Name column and drops the obsolete nullable accessors on the now non-nullable properties.

Test plan

  • Unit tests updated for the new column layout (Reader_ParsesCompactFormat, Reader_EmptyFileDateFallsBackToUploadedMinusOne, Reader_EmptyOptionalFieldsAreNull, UniverseReader_ParsesCompactFormat)
  • New Reader_EmptyDateFallsBackToUploadedMinusOne covers the Date fallback
  • dotnet test — 15 / 15 pass
  • Smoke-parsed every per-ticker + universe file produced by a fresh end-to-end download (2014-04-25 → today): 8,152 per-ticker / 1,900 universe files, 2,762,053 rows, 0 parse failures

QuiverQuant's live insiders endpoint returns a Name field for the
transactor that wasn't being captured. Adds Name to QuiverInsiderTrading
and QuiverInsiderTradingUniverse, stored between ownership and officer
title in the CSV row. Reader now also falls back to uploadedDate (minus
one day) when the on-disk Date column is empty, and Date/FileDate are
non-nullable now that the parser always produces a value.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
@AlexCatarino AlexCatarino merged commit 84a9a18 into QuantConnect:master May 15, 2026
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