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XWEL · Xwell, Inc.
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XWEL Xwell (XWEL) Insider Trading, Ownership & Congress Trades

Services · Services-personal services · CIK 0001410428
Quote by TradingView
Activist 13D
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
9
13F, latest reported quarter

What the filings say about XWEL

Activist stakes (13D), 180 days
1 filing
Largest: 6.9% of the class

Xwell 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 XWELL, Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Wizenberg Gaelle Sandra
Director
BUY
2024-09-13 SECtraded 2024-09-11
1,201
$2.0K
-55.2%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on May 7, 2024.
  • +13.9% median (+13.9% mean) 90-day return after 2 previous buys.
  • The trade is 80.1% of the 1,500 shares held after it.
  • No other insider bought within 30 days.
  • 9 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Wizenberg Gaelle Sandra bought about $2.0K of XWEL on Sep 11, 2024, the largest insider purchase at the company since 2023; 9 funds added in the latest 13F quarter.
Wizenberg Gaelle Sandra
Director
BUY
2024-07-22 SECtraded 2024-05-07
199
$368
-60.0%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Apr 26, 2024.
  • The trade is 66.6% of the 299 shares held after it.
  • No other insider bought within 30 days.
  • 9 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Wizenberg Gaelle Sandra bought about $368 of XWEL on May 7, 2024; 9 funds added in the latest 13F quarter.
Wizenberg Gaelle Sandra
Director
BUY
2024-07-22 SECtraded 2024-04-26
100
$183
-60.0%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 100.0% of the 100 shares held after it.
  • No other insider bought within 30 days.
  • 9 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Wizenberg Gaelle Sandra bought about $183 of XWEL on Apr 26, 2024; 9 funds added in the latest 13F quarter.
WEINSTEIN ROBERT
Director
BUY
2023-05-31 SECtraded 2023-05-30
25,000
$6.2K
-83.9%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on May 26, 2023.
  • The trade is 16.0% of the 156,485 shares held after it.
  • No other insider bought within 30 days.
  • 9 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director WEINSTEIN ROBERT bought about $6.2K of XWEL on May 30, 2023; 9 funds added in the latest 13F quarter.
WEINSTEIN ROBERT
Director
BUY
2023-05-30 SECtraded 2023-05-26
25,000
$6.2K
-83.9%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 19.0% of the 131,485 shares held after it.
  • No other insider bought within 30 days.
  • 9 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director WEINSTEIN ROBERT bought about $6.2K of XWEL on May 26, 2023; 9 funds added in the latest 13F quarter.
9 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
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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
9 funds bought in last quarter
below 80% of Services
Revenue
-13.8% year over year
below 85% of Services
Margin
-58.2% net margin
below 87% of Services
Buybacks
no share repurchases reported
Short interest
2.0% of the float short (float per yahoo 2026-10-27) · 1.9 days to cover · settled 2026-10-15
below 63% of Services
The situation: each line is one rule over one dataset
Bruce Bernstein disclosed a 5%+ stake (6.9%) in the last six months.
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch XWEL

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.
-22.9%12M
-70%-21%+28%+77%2025-102025-122026-022026-042026-062026-082026-10 2026-08-04 · Bruce Bernstein filed a 5%+ stake (6.9%)2026-03-18 · American Ventures LLC, Series XXIV XWELL filed a 5%+ stake (4.99%)2026-03-18 · American Ventures Management LLC filed a 5%+ stake (4.99%)2026-03-18 · American Ventures IM LLC filed a 5%+ stake (4.99%)2026-03-18 · Dominari Holdings Inc. filed a 5%+ stake (4.99%)2026-03-18 · Eric Newman filed a 5%+ stake (4.99%)2026-03-18 · Anthony Hayes filed a 5%+ stake (4.99%)
13D/G stake
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns XWEL: institutional holders (13F)

13F holdings, latest reported quarter
CITADEL ADVISORS LLC
117,022 sh
$121.7K
Wealthspire Advisors, LLC
105,102 sh
$109.3K
BlackRock, Inc.
81,990 sh
$85.3K
GEODE CAPITAL MANAGEMENT, LLC
56,069 sh
$58.3K
VANGUARD CAPITAL MANAGEMENT LLC
51,310 sh
$53.4K

Congress trades in XWEL

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)

13D: intends to influence · 13G: passive
Bruce Bernstein
Activist 13D · 2026-08-04
6.9%
American Ventures LLC, Series XXIV XWELL
Activist 13D · 2026-03-18
4.99%
American Ventures Management LLC
Activist 13D · 2026-03-18
4.99%
American Ventures IM LLC
Activist 13D · 2026-03-18
4.99%
Dominari Holdings Inc.
Activist 13D · 2026-03-18
4.99%

XWEL planned insider sales (Form 144)

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

XWEL mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Fidelity Extended Market Index Fund
$40.4K position · as of 2026-05-31
0.0%
VANGUARD EXTENDED MARKET INDEX FUND
$53.4K position · as of 2026-06-30
0.0%
Fidelity Series Total Market Index Fund
$9.2K position · as of 2026-05-31
0.0%
Fidelity Total Market Index Fund
$7.8K 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
Government contracts
Award ceilings over the contract's life, subsidiaries included. Not annual revenue (USASpending.gov).
Department Of Health And Human Services
EBOLA ENTRY SCREENING SERVICES EO 14398 · 2026-07-06
$18.8M
Federal awards ≥ $25M in the last 90 days, matched via the SAM.gov parent registry
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
An activist crossed the 5% line with declared intent.
The record shows 9 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
DASHABNBSEETSYFICOXMTRACNZGFLYWMAMAXPHR

XWEL financials

Revenue growth
-13.8%
XBRL, annual
Net margin
-58.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$28.3M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
-82.9%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
-$13.5M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
equity is zero or negative, the ratio has no meaning
Cash flow to debt
-7.86x
TTM operating cash flow over long-term 2022-03-31 (51 months older than the period end) plus current 2019-06-30 (85 months older than the period end)
Return on equity
n/a
average equity is zero or negative
Return on assets
-109.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
tax provision or pre-tax income not filed for the four quarters
Return on capital employed
-129.3%
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
-$4.0M
market value at close 2026-10-27 on 2026-08-10 shares, plus long-term 2022-03-31 (51 months older than the period end) plus current 2019-06-30 (85 months older than the period end), minus cash 2026-06-30
FCF yield
-212.0%
TTM free cash flow over market value at close 2026-10-27
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-27. 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.
2025-122024-122023-122023-09
Revenue$29.2M$33.9M$30.1Mn/a
Gross profit$7.5M$8.9M$3.7Mn/a
Operating income-$15.7M-$16.7M-$28.2Mn/a
Net income-$17.0M-$16.9M-$27.7Mn/a
EPS (diluted)-5.08-3.66-6.64n/a
Operating cash flow-$8.7M-$11.0M-$16.1Mn/a
Cash$2.6M$4.5M$8.4M$4.8M
SEC XBRL, fiscal years, as known on 2026-10-28

XWEL Stock Sonar score 5/7 axes

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XWEL ranks highest on risk and compliance (53rd percentile) and institutional and government (31st), and lowest on financial health (5th), among Services peers.

ProfitHealthGrowthInstitutionsRisk
Profitability
10
Inputs
  • Return on equityaverage equity is zero or negative
  • Return on assets-109.1% · 14 pct, sector of 269
  • Return on invested capitaltax provision or pre-tax income not filed for the four quarters
  • Return on capital employed-129.3% · 5 pct, sector of 203
Financial health
5
Inputs
  • Debt to equityequity is zero or negative, the ratio has no meaning
  • Cash flow to debt-7.86x · 5 pct, sector of 199
Growth
15
Inputs
  • Revenue growth, YoY-13.8% · 15 pct, sector of 341
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Institutional and government
31
Inputs
  • Funds adding, latest quarter9 · 20 pct, sector of 243
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180d$18.8M · 41 pct, universe of 69
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
53
Inputs
  • Short interest, % of float+2.0% · 55 pct, sector of 384
  • 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+12.1% · 50 pct, sector of 227
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

XWEL filings, in plain words

Read the full summary

1 activist Schedule 13D filing in the last 180 days declared an intent to influence the company, the largest for 6.9% of the class. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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