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XELB · Xcel Brands, Inc.
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XELB XCel Brands (XELB) Insider Trading, Ownership & Congress Trades

Services · Patent owners & lessors · CIK 0001083220
C-suite buying · 1
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
6
13F, latest reported quarter

What the filings say about XELB

Insiders, 180 days
+$34.0K net bought
1 buyer

XCel Brands insider trades (Form 4)

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

Over the last 180 days, XCel Brands, Inc. insiders bought a net $34.0K of stock across 15 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
CEO and Chairman
BUY
2026-08-31 SECtraded 2026-08-28
3,500
$3.3K
-60.3%
Context
  • 10 earlier Form 4 trades (code P or S) here by this insider (10 buys), the last on Aug 27, 2026.
  • +38.8% median (+34.1% mean) 90-day return after 6 previous buys.
  • The trade is 0.4% of the 800,716 shares held after it.
  • No other insider bought within 30 days.
  • 6 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO and Chairman D LOREN ROBERT W bought about $3.3K of XELB on Aug 28, 2026; 6 funds added in the latest 13F quarter.
CEO and Chairman
BUY
2026-08-31 SECtraded 2026-08-27
2,000
$1.9K
-60.3%
Context
  • 9 earlier Form 4 trades (code P or S) here by this insider (9 buys), the last on Aug 26, 2026.
  • +38.8% median (+34.1% mean) 90-day return after 6 previous buys.
  • The trade is 0.3% of the 797,216 shares held after it.
  • No other insider bought within 30 days.
  • 6 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO and Chairman D LOREN ROBERT W bought about $1.9K of XELB on Aug 27, 2026; 6 funds added in the latest 13F quarter.
CEO and Chairman
BUY
2026-08-27 SECtraded 2026-08-26
10,000
$9.6K
-63.5%
Context
  • 8 earlier Form 4 trades (code P or S) here by this insider (8 buys), the last on Aug 24, 2026.
  • +38.8% median (+34.1% mean) 90-day return after 6 previous buys.
  • The trade is 1.3% of the 795,216 shares held after it.
  • No other insider bought within 30 days.
  • 6 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO and Chairman D LOREN ROBERT W bought about $9.6K of XELB on Aug 26, 2026; 6 funds added in the latest 13F quarter.
CEO and Chairman
BUY
2026-08-25 SECtraded 2026-08-24
10,000
$8.8K
-63.1%
Context
  • 7 earlier Form 4 trades (code P or S) here by this insider (7 buys), the last on Aug 21, 2026.
  • +38.8% median (+34.1% mean) 90-day return after 6 previous buys.
  • The trade is 1.3% of the 785,216 shares held after it.
  • No other insider bought within 30 days.
  • 6 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO and Chairman D LOREN ROBERT W bought about $8.8K of XELB on Aug 24, 2026; 6 funds added in the latest 13F quarter.
CEO and Chairman
BUY
2026-08-25 SECtraded 2026-08-21
12,000
$10.4K
-63.1%
Context
  • 6 earlier Form 4 trades (code P or S) here by this insider (6 buys), the last on Dec 17, 2025.
  • +38.8% median (+34.1% mean) 90-day return after 6 previous buys.
  • The trade is 1.5% of the 775,216 shares held after it.
  • No other insider bought within 30 days.
  • 6 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO and Chairman D LOREN ROBERT W bought about $10.4K of XELB on Aug 21, 2026; 6 funds added in the latest 13F quarter.
15 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.
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net +$34.0K over 180 days
+$34.0K over 90 days · +$34.0K of it by a 10%+ holder
more than 74% of Services
Congress
no House purchase disclosed in the last 12 months
Funds
6 funds bought in last quarter
below 85% of Services
Revenue
-40.2% year over year
below 93% of Services
Margin
-353.5% net margin
below 98% of Services
Buybacks
$102.0K repurchased, FY to 2026-06-30
below 97% of Services
Short interest
0.5% of the float short (float per yahoo 2026-10-26) · 1.0 days to cover · settled 2026-09-30
below 72% of Services
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch XELB

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The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-75.0%12M
-76%-28%+21%+70%2025-102025-122026-022026-042026-062026-082026-10 2025-12-17 · D LOREN ROBERT W bought $95.3K2025-12-05 · D LOREN ROBERT W bought $17.5K2025-12-05 · DiSanto Mark bought $17.5K2026-08-21 · D LOREN ROBERT W bought $10.4K2026-08-26 · D LOREN ROBERT W bought $9.6K2026-08-24 · D LOREN ROBERT W bought $8.8K2026-08-28 · D LOREN ROBERT W bought $3.3K2026-08-27 · D LOREN ROBERT W bought $1.9K
Insider buy
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns XELB: institutional holders (13F)

13F holdings, latest reported quarter
$86.9K

Congress trades in XELB

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.

XELB planned insider sales (Form 144)

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

XELB mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Fidelity Extended Market Index Fund
$95.5K position · as of 2026-05-31
0.0%
Dimensional US Core Equity 1 ETF
$2.0K position · as of 2026-07-31
0.0%
VANGUARD EXTENDED MARKET INDEX FUND
$19.5K position · as of 2026-06-30
0.0%
Fidelity Series Total Market Index Fund
$9.2K position · as of 2026-05-31
0.0%
U.S. VECTOR EQUITY PORTFOLIO
$354 position · as of 2026-07-31
0.0%
Fidelity Nasdaq Composite Index Fund
$954 position · as of 2026-05-31
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $34.0K bought by insiders over 180 days, 6 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Same sector, ranked by filing activity
Sector by SEC SIC code

XELB financials

Revenue growth
-40.2%
XBRL, annual
Net margin
-353.5%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$4.6M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
-383,673,878%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
-$6.0M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
0.87x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Cash flow to debt
-0.49x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Return on equity
-90,980,607%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
-43,837,710%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on capital employed
-37.5%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
$14.0M
market value at close 2026-10-26 on 2026-08-02 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
FCF yield
-254.8%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
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$4.9M$8.3M$17.8M$25.8M
Gross profit$4.9M$7.8M$10.8M$17.8M
Operating income-$13.2M-$21.4M-$20.6M-$2.3M
Net income-$17.5T-$22.4T-$21.1T-$4.0M
EPS (diluted)-5.08-9.84-10.68-0.20
Operating cash flow-$7.0M-$4.7M-$6.5M-$14.2M
Cash$1.1M$1.3M$3.0M$4.6M
Long-term debt$9.5M$6.6M$4.0Mn/a
Buybacks$204.0K$107.0Kn/a$442.0K
SEC XBRL, fiscal years, as known on 2026-10-27

XELB Stock Sonar score 6/7 axes

Find similar shapesCompare

XELB ranks highest on risk and compliance (74th percentile) and insider conviction (65th), and lowest on profitability (4th), among Services peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
4
Inputs
  • Return on equity-90980607% · 0 pct, sector of 207
  • Return on assets-43837710% · 0 pct, sector of 269
  • Return on invested capitalpre-tax loss, no effective tax rate to apply
  • Return on capital employed-37.5% · 13 pct, sector of 203
Financial health
24
Inputs
  • Debt to equity0.87x · 31 pct, sector of 228
  • Cash flow to debt-0.49x · 18 pct, sector of 199
Growth
7
Inputs
  • Revenue growth, YoY-40.2% · 7 pct, sector of 341
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
65
Inputs
  • Net Form 4 buying (codes P and S), 180d$34K · 73 pct, sector of 174
  • Insider buyers, 180d1 · 57 pct, sector of 179
Institutional and government
15
Inputs
  • Funds adding, latest quarter6 · 15 pct, sector of 243
  • 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
74
Inputs
  • Short interest, % of float+0.5% · 73 pct, sector of 383
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-K+6.9% · 76 pct, sector of 227
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 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

XELB filings, in plain words

Are XCel Brands insiders buying or selling XELB?

In the 180 days to 2026-10-27, XCel Brands insiders were net buyers, a net $34.0K across purchases and sales reported on Form 4, by 1 buyer.

Read the full summary

In the 180 days to 2026-10-27, XCel Brands insiders were net buyers of XELB, a net $34.0K across purchases and sales reported on Form 4 by 1 buyer. Most of that figure, $34.0K, came from a holder of 10% or more rather than an officer or director. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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