Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BADGER METER INCBMI · Entity 4075 | VP-IR, Strategy & Treasurer | March 05, 2025 | March 07, 2025 |
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 March 05, 2025 · Filed March 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,076 |
Reported balance
After 2025-03-05 transaction · row 1
1 source rowRow 1 · 2025-03-05 · Sale · Disposed 1,147 · Balance 5,076 F1: The price in Column 4 is a weighted average price. Prices actually received ranged from $208.98 to $210.52. 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 should at each price for all transactions reported in this Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: The price in Column 4 is a weighted average price. Prices actually received ranged from $208.98 to $210.52. 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 should at each price for all transactions reported in this Form 4.
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 |
|---|---|---|---|---|---|---|
| March 05, 2025 Filed Mar 7, 2025 23:00 UTC | BADGER METER INC BMI · Entity 4075 | SaleCommon Stock | 1,147 | $209.74 | $240,571.78 |
DisclosureSEC source: 0000950170-25-035746 · ownership.xml · nonDerivative · entry 1 Bauer Karen M. · CIK 0001776888 · VP-IR, Strategy & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,076 F1 · price: The price in Column 4 is a weighted average price. Prices actually received ranged from $208.98 to $210.52. 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 should at each price for all transactions reported in this Form 4. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 23:00 UTC | BADGER METER INC BMI · Entity 4075 | SaleCommon Stock | 208 | $209.50 | $43,576.00 |
DisclosureSEC source: 0000950170-25-033915 · ownership.xml · nonDerivative · entry 2 Bauer Karen M. · CIK 0001776888 · VP-IR, Strategy & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,223 F2 · price: The price in Column 4 is a weighted average price. Prices actually received ranged from $209.25 to $209.76. 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 should at each price for all transactions reported in this Form 4. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 23:00 UTC | BADGER METER INC BMI · Entity 4075 | SaleCommon Stock | 127 | $212.13 | $26,940.51 |
DisclosureSEC source: 0000950170-25-033915 · ownership.xml · nonDerivative · entry 1 Bauer Karen M. · CIK 0001776888 · VP-IR, Strategy & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,431 F1 · price: The price in Column 4 is a weighted average price. Prices actually received ranged from $212.00 to $212.64. 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 should at each price for all transactions reported in this Form 4. Read SEC document |
| February 13, 2025 Filed Feb 14, 2025 21:00 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 936 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-021114 · ownership.xml · nonDerivative · entry 1 Bauer Karen M. · CIK 0001776888 · VP-IR, Strategy & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,558 F1 · kind: On March 4, 2022, the Reporting Person was granted Performance Stock Units ("PSUs"), the amount of which was subject to the achievement of certain performance criteria for the 2022-2024 performance period. The shares reported represent the number of PSUs that were earned as a result of the achievement of such performance criteria and approved by the Compensation and Human Resources Committee of the Board on February 13, 2025. The earned value of these shares is now subject to vesting, which will occur on March 4, 2025. F3 · price: PSUs convert into common stock on a one-for-one basis. F2 · acquired: Represents the number of shares of common stock issued upon the vesting of PSUs granted on March 4, 2022 for the 2022-2024 performance period, based on the third anniversary of the grant date subject to both performance achievement approval and continued employment through such date. Read SEC document |
| March 06, 2024 Filed Mar 7, 2024 23:30 UTC | BADGER METER INC BMI · Entity 4075 | Tax withholdingCommon Stock | 414 | $162.92 | $67,448.88 |
DisclosureSEC source: 0000950170-24-028211 · ownership.xml · nonDerivative · entry 2 Bauer Karen M. · CIK 0001776888 · VP-IR, Strategy & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,622 F4 · price: The price in Column 4 is a weighted average price. Prices actually received ranged from $162.25 to $164.00. 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 04, 2024 Filed Mar 4, 2024 23:30 UTC | BADGER METER INC BMI · Entity 4075 | Tax withholdingCommon Stock | 68 | $159.55 | $10,849.40 |
DisclosureSEC source: 0000950170-24-025125 · ownership.xml · nonDerivative · entry 2 Bauer Karen M. · CIK 0001776888 · VP-IR, Strategy & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,143 F2 · price: The price in Column 4 is a weighted average price. Prices actually received ranged from $159.39 to $159.72. 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, 2024 Filed Mar 4, 2024 23:30 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-025125 · ownership.xml · nonDerivative · entry 1 Bauer Karen M. · CIK 0001776888 · VP-IR, Strategy & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,211 F1 · price: Restricted stock granted March 1, 2024 to reporting person under the 2021 Omnibus Incentive Plan. The restricted stock vests ratably over three years from the grant date. Read SEC document |
| February 06, 2024 Filed Mar 7, 2024 23:30 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 893 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-028211 · ownership.xml · nonDerivative · entry 1 Bauer Karen M. · CIK 0001776888 · VP-IR, Strategy & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,036 F1 · kind: On March 5, 2021, the Reporting Person was granted Performance Stock Units ("PSUs"), the amount of which was subject to the achievement of certain performance criteria for the 2021-2023 performance period. The shares reported represent the number of PSUs that were earned as a result of the achievement of such performance criteria and approved by the Compensation and Human Resources Committee of the Board on February 6, 2024. The shares were inadvertently not reported at the time of achievement approval. F3 · price: PSUs convert into common stock on a one-for-one basis F2 · acquired: Represents the number of shares of common stock issued upon the vesting of PSUs granted on March 5, 2021 for the 2021-2023 performance period, based on the third anniversary of the grant date subject to both performance achievement approval and continued employment through such date. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 00:53 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 625 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-016532 · doc4.xml · nonDerivative · entry 1 Bauer Karen M. · CIK 0001776888 · VP-IR, Strategy & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,830 F1 · price: Restricted stock granted March 3, 2023 to reporting person under the 2021 Omnibus Incentive Plan. The restricted stock vests ratably over three years from the date of grant. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 00:37 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 631 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-016870 · doc4.xml · nonDerivative · entry 1 Bauer Karen M. · CIK 0001776888 · VP-IR, Strategy & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,205 F1 · price: Restricted stock granted March 4, 2022 to reporting person under the 2021 Omnibus Incentive Plan. The restricted stock vests ratably over three years from the date of grant. Read SEC document |
| March 05, 2021 Filed Mar 8, 2021 16:36 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 573 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-018457 · doc4.xml · nonDerivative · entry 1 Bauer Karen M. · CIK 0001776888 · VP-IR, Strategy & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,574 F1 · kind: Restricted stock granted March 5, 2021 to reporting person under the 2011 Omnibus Incentive Plan. The restricted stock vests ratably over three years from the date of grant. Read SEC document |
| January 22, 2021 Filed Jan 25, 2021 22:11 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 56.8042 | $94.06 | $5,343.00 |
DisclosureSEC source: 0001209191-21-005125 · doc4.xml · nonDerivative · entry 1 Bauer Karen M. · CIK 0001776888 · VP-IR, Strategy & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · ESSOP Disclosed balance after: 152.2129 F1 · kind: Represents shares of Badger Meter stock accumulated during 2020 and early 2021 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 |
| March 06, 2020 Filed Mar 10, 2020 21:40 UTC | BADGER METER INC BMI · Entity 4075 | GrantStock Options · Derivative | 1,886 | $0.00 Strike: $63.04 | $0.00 |
DisclosureSEC source: 0001209191-20-017789 · doc4.xml · derivative · entry 3 Bauer Karen M. · CIK 0001776888 · VP-IR, Strategy & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,886 Underlying: BMI Common Stock · 1,886 shares Expires 2030-03-06 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 6, 2021, 2022, 2023, 2024 and 2025, respectively. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 21:40 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 517 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-017789 · doc4.xml · nonDerivative · entry 1 Bauer Karen M. · CIK 0001776888 · VP-IR, Strategy & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,001 F1 · kind: Restricted stock granted March 6, 2020 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 23, 2020 Filed Jan 24, 2020 22:49 UTC | BADGER METER INC BMI · Entity 4075 | GrantCommon Stock | 78.7087 | $64.93 | $5,110.56 |
DisclosureSEC source: 0001209191-20-004914 · doc4.xml · nonDerivative · entry 1 Bauer Karen M. · CIK 0001776888 · VP-IR, Strategy & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · ESSOP Disclosed balance after: 95.4087 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.