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BWEN · Broadwind, Inc.
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BWEN Broadwind (BWEN) Insider Trading, Ownership & Congress Trades

Mining & Metals · Nonferrous foundries (castings) · CIK 0001120370
Quote by TradingView
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
33
13F, latest reported quarter

Broadwind insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

No insider purchases or sales are on record for BROADWIND, INC. in the period covered. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
Schueller Daniel E.
Pres., Broadwind Heavy Fab.
SELL
2025-06-11 SECtraded 2025-06-09
3,000
$5.8K
+58.7%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (2 buys, 1 sale), the last on May 28, 2024.
  • +59.9% median (+59.9% mean) 90-day return after 2 previous buys.
  • The trade is 1.6% of the 187,775 shares held after it.
  • No other insider sold within 30 days.
  • 33 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Pres., Broadwind Heavy Fab. Schueller Daniel E. sold about $5.8K of BWEN on Jun 9, 2025, the largest insider sale at the company since 2024; 33 funds added in the latest 13F quarter.
Blashford Eric B.
President and CEO
BUY
2024-08-20 SECtraded 2024-08-16
5,000
$11.3K
+35.1%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Aug 17, 2023.
  • +64.4% median (+64.4% mean) 90-day return after 2 previous buys.
  • The trade is 1.1% of the 468,487 shares held after it.
  • No other insider bought within 30 days.
  • 33 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and CEO Blashford Eric B. bought about $11.3K of BWEN on Aug 16, 2024; 33 funds added in the latest 13F quarter.
Schueller Daniel E.
Pres., Broadwind Heavy Fab.
SELL
2024-05-30 SECtraded 2024-05-28
5,800
$26.3K
-21.7%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Aug 16, 2023.
  • +59.9% median (+59.9% mean) 90-day return after 2 previous buys.
  • The trade is 4.0% of the 146,694 shares held after it.
  • No other insider sold within 30 days.
  • 33 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Pres., Broadwind Heavy Fab. Schueller Daniel E. sold about $26.3K of BWEN on May 28, 2024; 33 funds added in the latest 13F quarter.
Shivaram Sachin M
Director
BUY
2023-11-20 SECtraded 2023-11-16
10,000
$21.8K
+38.2%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Aug 18, 2023.
  • -36.0% median (-36.0% mean) 90-day return after 2 previous buys.
  • The trade is 15.5% of the 64,512 shares held after it.
  • No other insider bought within 30 days.
  • 33 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Shivaram Sachin M bought about $21.8K of BWEN on Nov 16, 2023; 33 funds added in the latest 13F quarter.
Wagner Thomas A.
Director
SELL
2023-09-08 SECtraded 2023-09-06
10,000
$39.9K
-27.9%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Jun 2, 2023.
  • The trade is 11.9% of the 83,683 shares held after it.
  • No other insider sold within 30 days.
  • 33 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Wagner Thomas A. sold about $39.9K of BWEN on Sep 6, 2023; 33 funds added in the latest 13F quarter.
26 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 21 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
33 funds bought in last quarter
below 79% of Mining & Metals
Revenue
+10.4% year over year
more than 56% of Mining & Metals
Margin
3.3% net margin
more than 53% of Mining & Metals
Buybacks
no share repurchases reported
Short interest
3.1% of the float short (float per yahoo 2026-10-26) · 3.9 days to cover · settled 2026-09-30
more than 56% of Mining & Metals
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch BWEN

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+32.7%12M
-13%+38%+90%+141%2025-102025-122026-022026-042026-062026-082026-10
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns BWEN: institutional holders (13F)

13F holdings, latest reported quarter
GRACE & WHITE INC /NY
1,782,073 sh
$8.6M
AIGH Capital Management LLC
1,156,000 sh
$5.6M
VANGUARD CAPITAL MANAGEMENT LLC
912,824 sh
$4.4M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
475,439 sh
$2.3M
BlackRock, Inc.
389,947 sh
$1.9M

Congress trades in BWEN

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

BWEN planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

BWEN mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Ultra-Small Company Fund
$260.8K position · as of 2026-06-30
0.3%
iShares Micro-Cap ETF
$337.7K position · as of 2026-06-30
0.0%
1290 VT Micro Cap Portfolio
$22.6K position · as of 2026-06-30
0.0%
Dimensional VA U.S. Targeted Value Portfolio
$19.2K position · as of 2026-07-31
0.0%
U.S. Sustainability Targeted Value Portfolio
$11.6K position · as of 2026-07-31
0.0%
Omni Small-Cap Value Fund
$24.1K position · as of 2026-06-30
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Eric B. Blashford
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$757.5K
$997.0K
$347.3K
-64%
n/a
2024
$877.6K
$633.6K
$417.6K
-76%
n/a
2023
$1.2M
$1.3M
$521.2K
-65%
n/a
2022
$779.7K
$974.5K
$352.6K
-77%
n/a
2021
$765.7K
-$341.4K
$349.7K
-76%
n/a
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 33 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
MPTGNUENEMIEHYMCNWPXATIUUUUCRSLEUUSLM

BWEN financials

Revenue growth
+10.4%
XBRL, annual
Net margin
3.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$140.3M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+3.9%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
-$10.9M
operating cash flow minus capex, 2025-04-01 to 2026-03-31
Debt to equity
0.07x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Cash flow to debt
-1.01x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Return on equity
+8.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+4.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Return on capital employed
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
P/E, trailing
13.64x
close 2026-10-26 over four quarters of diluted EPS, 2025-04-01 to 2026-03-31
Enterprise value
$58.3M
market value at close 2026-10-26 on 2026-08-04 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
FCF yield
-15.3%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
n/a
prior-year trailing EPS was a loss, growth undefined
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$158.1M$143.1M$203.5M$176.8M
Gross profit$16.1M$21.2M$32.5M$10.7M
Operating income$8.7M$4.2M$11.1M-$6.6M
Net income$5.2M$1.2M$7.6M-$9.7M
EPS (diluted)0.230.050.36-0.48
Operating cash flow-$15.4M$13.8M-$6.9M$16.6M
Cash$457.0K$7.7M$1.1M$12.7M
Long-term debt$4.3M$7.7M$6.2M$7.1M
SEC XBRL, fiscal years, as known on 2026-10-27

BWEN Stock Sonar score 5/7 axes

Find similar shapesCompare

BWEN ranks highest on profitability (72nd percentile) and risk and compliance (70th), and lowest on institutional and government (21st), among Mining & Metals peers.

ProfitHealthGrowthInstitutionsRisk
Profitability
72
Inputs
  • Return on equity+8.8% · 70 pct, sector of 89
  • Return on assets+4.5% · 74 pct, sector of 114
  • Return on invested capitalthe filed year and its quarters do not reconcile, so the trailing figure is withheld
  • Return on capital employedthe filed year and its quarters do not reconcile, so the trailing figure is withheld
Financial health
48
Inputs
  • Debt to equity0.07x · 61 pct, sector of 80
  • Cash flow to debt-1.01x · 35 pct, sector of 75
Growth
56
Inputs
  • Revenue growth, YoY+10.4% · 56 pct, sector of 81
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Institutional and government
21
Inputs
  • Funds adding, latest quarter33 · 21 pct, sector of 152
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
70
Inputs
  • Short interest, % of float+3.1% · 42 pct, sector of 252
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5y0.00 per $1B · 100 pct, sector of 47
  • New text in Risk Factors, latest 10-K+10.0% · 69 pct, sector of 76
2 not measured: Insider conviction, US patents
  • Insider conviction needs 1 of 2 inputs, 0 present: no Form 4 purchase or sale (code P or S) in 180 days; no insider trades in 180 days
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

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