Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BADGER METER INCBMI · Entity 4075 | VP-Gen. Counsel and Secretary | April 21, 2026 | April 23, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BADGER METER INC
Report date April 21, 2026 · Filed April 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectESSOP | 13,365.24 |
Reported balance
After 2026-04-21 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-04-21 · Other · Acquired 1,413.76 · Balance 13,365.24 F1: The insider elected to make an intra-fund transfer into the Badger Meter Stock Fund in the Issuer's 401(k) plan. The Badger Meter Stock fund shares represented are the share equivalents of a unitized stock fund which uses units calculated using a ratio of cash held in the fund, number of shares in the fund and stock share price. |
Filing footnotes · ownership attribution and instrument terms
F1: The insider elected to make an intra-fund transfer into the Badger Meter Stock Fund in the Issuer's 401(k) plan. The Badger Meter Stock fund shares represented are the share equivalents of a unitized stock fund which uses units calculated using a ratio of cash held in the fund, number of shares in the fund and stock share price.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 23, 2020 Filed Jan 24, 2020 22:48 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 327.0341 | $64.93 | $21,234.32 |
DisclosureSEC source: 0001209191-20-004913 · doc4.xml · nonDerivative · entry 1 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · ESSOP Disclosed balance after: 13,653.2764 F1 · kind: Represents shares of Badger Meter stock accumulated during 2019 and early 2020 in the participant's 401k component of the ESSOP, including contributions and 401K match. F2 · price: Year end stock price for Badger Meter Common Stock used to calculate the Company's match. Read SEC document |
| December 24, 2019 Filed Jan 24, 2020 22:48 UTC | BADGER METER INC BMI · Entity 4075 | GiftCommon Stock | 93 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-004913 · doc4.xml · nonDerivative · entry 2 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,344 Read SEC document |
| March 05, 2019 Filed Mar 6, 2019 22:55 UTC | BADGER METER INC BMI · Entity 4075 | SaleCommon Stock | 842 | $58.45 | $49,218.69 |
DisclosureSEC source: 0001209191-19-017480 · doc4.xml · nonDerivative · entry 1 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,437 F1 · price: The price in Column 4 is a weighted average price. Prices actually received ranged from $58.25 to $58.71. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price for all transactions reported in this Form 4. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:48 UTC | BADGER METER INC BMI · Entity 4075 | GrantStock Options · Derivative | 1,648 | $0.00 Strike: $59.85 | $0.00 |
DisclosureSEC source: 0001209191-19-016830 · doc4.xml · derivative · entry 3 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,648 Underlying: BMI Common Stock · 1,648 shares Expires 2029-03-01 F2 · derivative.exercise_date: Grant to reporting person of option to buy shares under the 2011 Omnibus Incentive Plan. This option vests and becomes exercisable in 20% increments on March 1, 2020, 2021, 2022, 2023 and 2024, respectively. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 22:48 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 498 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-016830 · doc4.xml · nonDerivative · entry 1 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,279 F1 · kind: Restricted stock granted March 1, 2019 to reporting person under the 2011 Omnibus Incentive Plan. The restricted stock vests 100% on the third anniversary of the date of grant. Read SEC document |
| January 25, 2019 Filed Jan 25, 2019 21:30 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 370.8139 | $49.21 | $18,247.75 |
DisclosureSEC source: 0001209191-19-005344 · doc4.xml · nonDerivative · entry 1 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · ESSOP Disclosed balance after: 13,326.2423 F1 · kind: Represents shares of Badger Meter stock accumulated during 2018 and early 2019 in the participant's 401k component of the ESSOP, including contributions and 401K match. F2 · price: Year end stock price for Badger Meter Common Stock used to calculate the Company's match. Read SEC document |
| June 04, 2018 Filed Jan 25, 2019 21:30 UTC | BADGER METER INC BMI · Entity 4075 | GiftCommon Stock | 119 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-005344 · doc4.xml · nonDerivative · entry 2 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,781 Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 19:27 UTC | BADGER METER INC BMI · Entity 4075 | GrantStock Options · Derivative | 1,621 | $0.00 Strike: $48.20 | $0.00 |
DisclosureSEC source: 0001209191-18-017140 · doc4.xml · derivative · entry 3 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,621 Underlying: BMI Common Stock · 1,621 shares Expires 2028-03-02 F2 · derivative.exercise_date: Grant to reporting person of option to buy shares under the 2011 Omnibus Incentive Plan. This option vests and becomes exercisable in 20% increments on March 2, 2019, 2020, 2021, 2022 and 2023, respectively. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 19:27 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 610 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-017140 · doc4.xml · nonDerivative · entry 1 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,900 F1 · kind: Restricted stock granted March 2, 2018 to reporting person under the 2011 Omnibus Incentive Plan. The restricted stock vests 100% on the third anniversary of the date of grant. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 19:11 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 397.7703 | $47.80 | $19,013.42 |
DisclosureSEC source: 0001209191-18-006408 · doc4.xml · nonDerivative · entry 1 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · ESSOP Disclosed balance after: 12,955.4284 F1 · kind: Represents shares of Badger Meter stock accumulated during 2017 and early 2018 in the participant's 401k component of the ESSOP, including contributions and 401K match. F2 · price: Year end stock price for Badger Meter Common Stock used to calculate the Company's match. Read SEC document |
| July 26, 2017 Filed Jul 27, 2017 19:06 UTC | BADGER METER INC BMI · Entity 4075 | Exercise / conversionStock Options · Derivative | 3,000 | Not disclosed Strike: $26.41 | Not disclosed |
DisclosureSEC source: 0001209191-17-046426 · doc4.xml · derivative · entry 4 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: BMI Common Stock · 3,000 shares Expires 2018-05-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Stock Options are granted on a one-for-one basis. Read SEC document |
| July 26, 2017 Filed Jul 27, 2017 19:06 UTC | BADGER METER INC BMI · Entity 4075 | SaleCommon Stock | 3,000 | $45.01 | $135,030.90 |
DisclosureSEC source: 0001209191-17-046426 · doc4.xml · nonDerivative · entry 2 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,290 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $45 to $45.20. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| July 26, 2017 Filed Jul 27, 2017 19:06 UTC | BADGER METER INC BMI · Entity 4075 | Exercise / conversionCommon Stock | 3,000 | $26.41 | $79,215.00 |
DisclosureSEC source: 0001209191-17-046426 · doc4.xml · nonDerivative · entry 1 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,290 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 16, 2017 Filed May 17, 2017 18:24 UTC | BADGER METER INC BMI · Entity 4075 | GiftCommon Stock | 111 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032998 · doc4.xml · nonDerivative · entry 1 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,290 Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 18:31 UTC | BADGER METER INC BMI · Entity 4075 | SaleCommon Stock | 1,324 | $34.61 | $45,819.67 |
DisclosureSEC source: 0001209191-17-020108 · doc4.xml · nonDerivative · entry 1 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,401 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $34.45 to $35.025. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. F2 · balance_after: This total now includes all restricted stock that was previously listed as a separate line item. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:11 UTC | BADGER METER INC BMI · Entity 4075 | GrantStock Options · Derivative | 1,981 | Not disclosed Strike: $36.45 | Not disclosed |
DisclosureSEC source: 0001209191-17-018276 · doc4.xml · derivative · entry 4 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,981 Underlying: BMI Common Stock · 1,981 shares Expires 2027-03-03 F2 · price: Stock Options are granted on a one-for-one basis. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 21:11 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 783 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-018276 · doc4.xml · nonDerivative · entry 1 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Disclosed balance after: 4,261 F1 · price: The value of the award will be determined at the closing price on March 3, 2020, the date of vesting. Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 20:33 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 450.3403 | $36.95 | $16,640.07 |
DisclosureSEC source: 0001209191-17-006338 · doc4.xml · nonDerivative · entry 1 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Indirect · ESSOP Disclosed balance after: 12,557.6581 F1 · kind: Represents shares of Badger Meter stock accumulated during 2016 and early 2017 in the participant's ESSOP accounts, including defined contributions and the Company's year-end 401K match. F2 · price: Year end stock price for Badger Meter Common Stock used to calculate the Company's match. F3 · balance_after: The amount shown reflects the number of shares held following the reported transaction, as adjusted for a 2-for-1 stock split effectuated by the issuer on September 15, 2016. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 14:16 UTC | BADGER METER INC BMI · Entity 4075 | Exercise / conversionStock Options · Derivative | 850 | Not disclosed Strike: $36.15 | Not disclosed |
DisclosureSEC source: 0001209191-16-141034 · doc4.xml · derivative · entry 9 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: BMI Common Stock · 850 shares Expires 2022-05-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Stock Options are granted on a one-for-one basis. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 14:16 UTC | BADGER METER INC BMI · Entity 4075 | Exercise / conversionStock Options · Derivative | 1,200 | Not disclosed Strike: $36.59 | Not disclosed |
DisclosureSEC source: 0001209191-16-141034 · doc4.xml · derivative · entry 8 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: BMI Common Stock · 1,200 shares Expires 2021-05-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Stock Options are granted on a one-for-one basis. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 14:16 UTC | BADGER METER INC BMI · Entity 4075 | Exercise / conversionStock Options · Derivative | 200 | Not disclosed Strike: $38.41 | Not disclosed |
DisclosureSEC source: 0001209191-16-141034 · doc4.xml · derivative · entry 7 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: BMI Common Stock · 200 shares Expires 2020-05-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Stock Options are granted on a one-for-one basis. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 14:16 UTC | BADGER METER INC BMI · Entity 4075 | SaleCommon Stock | 2,250 | $65.09 | $146,450.03 |
DisclosureSEC source: 0001209191-16-141034 · doc4.xml · nonDerivative · entry 4 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,232 F1 · price: The price in Column 4 is a weighted average price. The prices actually received ranged from $65 to $65.20. The reporting person has provided to the issuer, and will provide to any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range for all transactions reported in this Form 4 utilizing an average weighted price. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 14:16 UTC | BADGER METER INC BMI · Entity 4075 | Exercise / conversionCommon Stock | 850 | $36.15 | $30,727.50 |
DisclosureSEC source: 0001209191-16-141034 · doc4.xml · nonDerivative · entry 3 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,482 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 14:16 UTC | BADGER METER INC BMI · Entity 4075 | Exercise / conversionCommon Stock | 1,200 | $36.59 | $43,908.00 |
DisclosureSEC source: 0001209191-16-141034 · doc4.xml · nonDerivative · entry 2 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,632 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 14:16 UTC | BADGER METER INC BMI · Entity 4075 | Exercise / conversionCommon Stock | 200 | $38.41 | $7,682.00 |
DisclosureSEC source: 0001209191-16-141034 · doc4.xml · nonDerivative · entry 1 BERGUM WILLIAM R A · CIK 0001353821 · VP-Gen. Counsel and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,432 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.