Every Form 4 that Badger Meter, Inc. (BMI) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow BMI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BMI filings page.
Badger Meter Inc VP‑Engineering Edward F. Callahan purchased 751 shares of common stock on July 30, 2026 at $135.2489 per share in a purchase described as an open market or private transaction. After this trade, he directly owns 1,937 shares of Badger Meter common stock.
ADAMS TODD A. reported acquisition or exercise transactions in this Form 4 filing.
Badger Meter Inc. director Todd A. Adams received a grant of phantom stock units as part of his non-employee director compensation. He was awarded 128.050 phantom stock units for his 2026 Quarter 3 retainer, representing $19,000 in fees computed at $148.38, the June 30, 2026 closing price of the company’s common stock. Each phantom stock unit is economically equivalent to one share of common stock and will be paid in cash when he terminates service as a director. Following this grant, Adams holds 17,200.533 phantom stock units in total.
Liu Xia reported acquisition or exercise transactions in this Form 4 filing.
Badger Meter Inc director Xia Liu received a grant of phantom stock units as part of regular board compensation. She was awarded 128.0500 phantom stock units, each economically equivalent to one share of BMI common stock, bringing her total phantom stock holdings to 4,652.7570 units.
The units were credited to her Director Deferred Compensation Plan account as payment for her 2026 Quarter 3 non-employee director retainer of $19,000, calculated at a share price of $148.38, the 6/30/26 closing price. These phantom units are payable in cash when her service as a director ends.
Liu Xia reported acquisition or exercise transactions in this Form 4 filing.
Badger Meter director Xia Liu received a compensation-related grant of phantom stock units. On this Form 4, Liu was awarded 131.280 phantom stock units, each economically equivalent to one share of Badger Meter common stock, valued at $152.35 per unit based on the 3/31/2026 closing price.
The award represents payment of a $20,000 annual Audit and Compliance Committee Chair fee, credited to Liu's Director Deferred Compensation Plan account. Phantom stock becomes payable in cash upon her termination of service as a director, and this transaction brings her reported phantom stock balance to 4,524.707 units.
Cook Melanie K. reported acquisition or exercise transactions in this Form 4 filing.
Badger Meter director receives annual stock grant
Badger Meter Inc. granted director Melanie K. Cook 952 shares of Common Stock on April 27, 2026, as a non‑employee director award under the 2021 Omnibus Incentive Plan. The grant is based on an annual equity value of $125,000. Following this award, she directly holds 3,237 shares of Badger Meter Common Stock. This is a compensation-related share grant, not an open-market purchase.
Liu Xia reported acquisition or exercise transactions in this Form 4 filing.
Badger Meter Inc. director Xia Liu received a grant of 952 Phantom Stock Units on April 27, 2026 as director compensation. Each phantom unit is the economic equivalent of one share of BMI common stock and will be paid in cash when Liu leaves the board.
The award was made under the 2021 Omnibus Incentive Plan, with this year’s non-employee director grant set at $125,000, rounded down to the nearest whole share based on a 10-day average closing price. Following this grant, Liu holds 4,393.427 Phantom Stock Units.
McGill James W reported acquisition or exercise transactions in this Form 4 filing.
Badger Meter Inc. director James W. McGill received a grant of 952 shares of Common Stock as compensation. The shares were awarded at a price of $122.96 per share, bringing his direct holdings to 4,893 shares after the transaction.
The stock was granted under the 2021 Omnibus Incentive Plan, which provides non-employee directors an annual grant of Badger Meter Common Stock on the first business day following the company’s annual meeting. This year’s grant equals $125,000, rounded down to the nearest whole share based on a 10-day average closing price.
Myers Tessa M. reported acquisition or exercise transactions in this Form 4 filing.
Badger Meter Inc. director Tessa M. Myers received an equity grant of 952 shares of Common Stock on April 27, 2026. The award was made under the company’s 2021 Omnibus Incentive Plan and was valued at $125,000, based on a 10-day average closing price of the stock.
Following this compensation-related grant, Myers directly holds 5,913 shares of Badger Meter common stock. The filing describes this as the regular annual stock grant provided to non-employee directors after the company’s annual meeting.
TELLOCK GLEN E reported acquisition or exercise transactions in this Form 4 filing.
Badger Meter Inc. director Glen E. Tellock received a grant of 952 shares of Common Stock on April 27, 2026. The award was valued using a $125,000 target amount, rounded down to the nearest whole share based on a 10-day average closing price of the company’s stock. Following this compensation grant, Tellock directly holds 8,551 shares. The grant was issued under the 2021 Omnibus Incentive Plan, which shareholders approved on April 30, 2021, and represents the annual stock grant given to non-employee directors on the first business day after the company’s annual meeting.
Brooks Henry F reported acquisition or exercise transactions in this Form 4 filing.
Badger Meter Inc. director Henry F. Brooks received a grant of 952 shares of common stock as compensation. The shares were valued at $122.96 per share and were issued under the 2021 Omnibus Incentive Plan. Following this award, Brooks holds 3,237 common shares directly.
The grant represents the company’s annual stock award for non-employee directors, targeting $125,000 of Badger Meter common stock based on a 10-day average closing price, rounded down to the nearest whole share.
STERN JAMES F reported acquisition or exercise transactions in this Form 4 filing.
Badger Meter Inc. director James F. Stern received a grant of 952 shares of Common Stock valued at $125,000. The shares were awarded on April 27, 2026 under the 2021 Omnibus Incentive Plan as part of the company’s annual equity grant for non-employee directors.
After this award, Stern directly holds 8,551 shares of Badger Meter Common Stock. The grant size was determined by rounding down to the nearest whole share based on a 10-day average closing price of the company’s stock.
ADAMS TODD A. reported acquisition or exercise transactions in this Form 4 filing.
Badger Meter Inc. director Todd A. Adams received an equity-based compensation grant of 952 Phantom Stock Units. Each unit is economically equivalent to one share of BMI common stock and was granted under the 2021 Omnibus Incentive Plan.
The award represents an annual grant for non-employee directors valued at $125,000, sized using a 10-day average closing price of $122.96 per share. Following this grant, Adams holds 17,072.483 phantom stock units, which will be settled in cash when his board service ends.
Badger Meter Inc. executive William R. A. Bergum, VP–General Counsel and Secretary, reported a discretionary transaction involving company stock within the issuer’s 401(k) plan. He made an intra-fund transfer into the Badger Meter Stock Fund, resulting in 1,413.7600 share equivalents at $123.7834 per share equivalent on April 21, 2026. Following this transaction, his indirect holdings through the plan totaled 13,365.2400 share equivalents of the fund’s common stock.
Badger Meter Inc. executive vice president Robert Wrocklage reported an open-market purchase of 1,000 shares of the company’s Common Stock. He bought the shares at a price of $122.35 each and now directly holds a total of 23,321 Badger Meter shares following this transaction.
Badger Meter Inc VP-Global Operations Richard Htwe bought shares in the company. On this Form 4, he reported an open-market purchase of 1,700 shares of Common Stock at a price of $116.13 per share. After this transaction, he directly owns 7,603 shares of Badger Meter Inc Common Stock.
Badger Meter Inc. vice president of engineering Edward F. Callahan reported an open-market purchase of 858 shares of the company’s Common Stock at $116.30 per share. Following this transaction, he directly owns 1,186 shares of Badger Meter common stock.
Badger Meter Inc. VP-Controller Christina M. Tarantino bought company stock in the open market. On this Form 4, she reported purchasing 870 shares of Badger Meter common stock at a price of $113.80 per share. After this open-market purchase, she directly owns 1,801 shares of Badger Meter common stock.
Badger Meter Chairman, President & CEO Kenneth Bockhorst bought 2,200 shares of the company’s Common Stock in an open-market purchase on April 21, 2026 at an average price of $117.5333 per share.
Following this transaction, he directly holds 51,676 Badger Meter shares, modestly increasing his personal stake in the company.
Liu Xia reported acquisition or exercise transactions in this Form 4 filing.
Badger Meter Inc. director Xia Liu received a grant of phantom stock units as part of routine board compensation. She was awarded 124.710 phantom stock units, each economically equivalent to one share of BMI common stock and credited at a price of $152.35 per unit.
The grant represents payment of her 2026 second-quarter director retainer of $19,000, which was deferred into Badger Meter's Director Deferred Compensation Plan. After this award, Liu holds a total of 3,441.427 phantom stock units, which will be paid in cash when her board service ends.
ADAMS TODD A. reported acquisition or exercise transactions in this Form 4 filing.
Badger Meter Inc. director Todd A. Adams received a grant of 124.710 Phantom Stock Units tied to BMI common stock. Each unit equals one share of common stock economically and is payable in cash when his board service ends. The units were credited as his 2026 second-quarter director retainer of $19,000, valued at $152.35 per share based on the 3/31/26 closing price. Following this award, Adams holds a total of 16,120.483 Phantom Stock Units.
Badger Meter Inc reported insider equity compensation activity for VP of Human Resources Sheryl Hopkins. On March 6, 2026, Hopkins had 46 shares of common stock disposed of at $148.85 per share to cover tax obligations. The same day, she received 369 shares of restricted stock as a grant under the 2021 Omnibus Incentive Plan, with the award vesting ratably over three years from the grant date. After these transactions, Hopkins directly holds 5,670 shares of common stock.
Badger Meter VP-Global Operations Richard Htwe reported routine equity compensation activity. He received 369 shares of common stock on March 6, 2026 as a restricted stock grant under the 2021 Omnibus Incentive Plan, with the award vesting ratably over three years from the grant date. On the same day, 41 shares were disposed of to cover tax liabilities, based on a price of $148.85 per share, which is a tax-withholding transaction rather than an open-market sale. After these transactions, Htwe directly holds 5,903 shares of Badger Meter common stock.
Stuyvenberg Matthew L reported acquisition or exercise transactions in this Form 4 filing.
Badger Meter Inc executive Matthew L. Stuyvenberg received a grant of 451 shares of restricted common stock on March 6, 2026 under the 2021 Omnibus Incentive Plan. The restricted stock vests ratably over three years from the grant date. Following this award, he directly holds 6,428 common shares.
Tarantino Christina M. reported acquisition or exercise transactions in this Form 4 filing.
Badger Meter Inc vice president and controller Christina M. Tarantino received a grant of 246 shares of common stock as restricted stock under the company’s 2021 Omnibus Incentive Plan. The award was granted on March 6, 2026 and will vest in equal installments over three years from the grant date. Following this compensation-related grant, Tarantino directly holds 931 shares of Badger Meter common stock.
Badger Meter Inc. executive William R. A. Bergum, VP–General Counsel and Secretary, reported routine equity compensation activity in company common stock. He received a grant of 369 shares on March 6, 2026 under the 2021 Omnibus Incentive Plan, which vest ratably over three years from the grant date. On the same date, 46 shares were disposed of to cover tax obligations, a non-market tax-withholding disposition. After these transactions, Bergum directly holds 15,190 common shares.
Badger Meter Inc. executive Kimberly K. Stoll, VP–Customer Service & GM SmartCover, reported both a stock award and a small share sale. She received a grant of 410 shares of common stock on March 6, 2026 under the 2021 Omnibus Incentive Plan; this restricted stock vests ratably over three years from the grant date. On the same date, she sold 143 shares of common stock at $144.50 per share in an open-market transaction. After these transactions, she directly owns 3,523 shares of Badger Meter common stock.
Badger Meter Inc reported insider equity activity by its VP-CFO and Treasurer, Daniel R. Weltzien. On March 6, 2026, he received a grant of 738 shares of restricted common stock under the 2021 Omnibus Incentive Plan, which vest ratably over three years from the grant date.
On the same date, 41 shares of common stock were disposed of at $148.85 per share to satisfy tax obligations through a tax-withholding disposition, rather than an open-market sale. Following these transactions, Weltzien directly owned 6,190 shares of Badger Meter common stock.
Badger Meter EVP Robert Wrocklage reported routine equity compensation and related tax withholding. On March 6, 2026, he received a grant of 1,312 shares of restricted common stock under the 2021 Omnibus Incentive Plan, which vest ratably over three years from the grant date.
On the same date, 210 shares were disposed of at $148.85 per share to cover tax obligations. After these transactions, he directly holds 22,321 shares of Badger Meter common stock, reflecting a net increase in his ownership.
Badger Meter Inc. Chairman, President & CEO Kenneth Bockhorst reported a small share disposition related to tax obligations. On this Form 4, 450 shares of common stock were withheld at $148.85 per share to cover tax liability by delivering securities. After this tax-withholding transaction, he directly holds 49,476 shares of Badger Meter common stock.
Callahan Edward F. reported acquisition or exercise transactions in this Form 4 filing.
Badger Meter Inc. reported that Vice President of Engineering Edward F. Callahan received a grant of 328 shares of common stock as restricted stock on March 6, 2026. The award was made under the company’s 2021 Omnibus Incentive Plan and will vest in equal installments over three years from the grant date. After this grant, Callahan directly holds 328 common shares, reflecting a routine compensation-related equity award rather than an open-market trade.
Badger Meter Inc executive Fred J. Begale, VP-Utility NPD, reported a small tax-related share disposition. On this Form 4, 36 shares of common stock were delivered at $148.85 per share to satisfy tax obligations, leaving him with 3,004 directly held shares. This represents a routine tax-withholding event rather than an open-market trade.
Badger Meter Inc executive Kimberly K. Stoll, VP-Cust Serv & GM SmartCover, sold 1,634 shares of common stock in an open-market transaction on March 3, 2026 at an average price of $149.0082 per share. After this sale, she directly owns 3,256 shares.
Badger Meter Inc. vice president Fred J. Begale reported an option exercise and share sale. On March 4, 2026, he exercised stock options for 2,064 shares, converting them into common stock at a reported price of $33.98 per share. The same day, he sold 2,064 common shares in an open-market transaction at $150.00 per share. After these transactions, his directly held common stock position was 3,040 shares.
Badger Meter executive William R. A. Bergum, VP–General Counsel and Secretary, exercised stock options and handled related taxes in shares. He exercised 2,064 stock options on March 3, 2026, receiving 2,064 common shares at $33.98 per share. To cover tax obligations, 982 common shares were disposed of in a tax-withholding transaction at $148.76 per share, leaving him with 14,867 common shares held directly after these transactions.
BADGER METER INC executive reports tax-related share dispositions. VP-CFO & Treasurer Daniel R. Weltzien disposed of 449 shares of common stock on March 3, 2026 at $148.76 per share and 47 shares on February 27, 2026 at $152.43 per share to satisfy tax obligations, retaining 5,493 shares afterward.
Badger Meter Inc. vice president Fred J. Begale reported two tax-related share dispositions under an equity award. On March 3, 2026, 449 shares of common stock were withheld at $148.76 per share to cover tax obligations. On February 27, 2026, 41 shares were similarly withheld at $152.43 per share. After these non-market, tax-withholding dispositions, Begale directly owned 3,040 shares of Badger Meter common stock.
Badger Meter Inc.'s VP-Global Operations, Richard Htwe, reported two tax-withholding share dispositions of company common stock. On February 27, 2026, 54 shares were disposed of at $152.43 per share, leaving him with 6,024 directly held shares afterward. On March 3, 2026, 449 shares were disposed of at $148.76 per share, leaving him with 5,575 directly held shares. Both transactions are classified as payment of tax liability by delivering securities, not open-market buying or selling.
Badger Meter Inc. Chairman, President & CEO Kenneth Bockhorst reported two Form 4 tax-withholding share dispositions. On March 3, 2026, 10,685 shares of common stock were withheld at $148.76 per share, leaving 49,926 shares held directly. On February 27, 2026, 548 shares were withheld at $152.43 per share. Both transactions are coded “F” for payment of tax liability by delivering shares, not open-market sales.
BADGER METER INC executive Kimberly K. Stoll, VP-Customer Service & GM SmartCover, reported an open-market sale of common stock. On February 27, 2026, she sold 148 shares at an average price of $150.3844 per share and now holds 4,890 shares directly.
Badger Meter executive Robert Wrocklage, EVP–N.A. Municipal Utility, reported two tax-withholding dispositions of common stock. On March 3, 1,728 shares were withheld at $148.76 per share, and on February 27, 172 shares were withheld at $152.43 per share. These transactions satisfied tax obligations on equity awards, and he directly holds 21,219 shares after the latest event.
Badger Meter Inc. executive William R. A. Bergum, VP–General Counsel and Secretary, reported two tax-related share dispositions under pre-existing awards. On February 27, he disposed of 47 common shares at $152.43 per share, and on March 3 he disposed of 420 shares at $148.76 per share. Both transactions are coded as tax-withholding dispositions, meaning shares were delivered to satisfy tax obligations rather than sold in an open-market trade. After these transactions, he directly holds 13,785 common shares.
Badger Meter Inc. VP of Human Resources Sheryl Hopkins reported two tax-related stock dispositions. On February 27, 2026, 54 shares of common stock were used for tax withholding at $152.43 per share. On March 3, 2026, 449 shares were similarly withheld at $148.76 per share, leaving her with 5,347 directly owned shares afterward.
Badger Meter vice president Kimberly K. Stoll reported acquiring additional company stock through compensation and retirement plans. On February 12, 2026, she acquired 159.27 common stock share equivalents in the unitized 401(k) component of the ESSOP at a price reference of $174.41 per share equivalent, bringing her indirect ESSOP-related holdings to 6,500.97 share equivalents.
She also acquired 1,391 shares of common stock directly as a grant tied to Performance Stock Units for the 2023–2025 performance period, approved on February 12, 2026. These PSUs convert into common stock on a one-for-one basis, with vesting scheduled for March 3, 2026, resulting in 5,038 directly held shares after the reported transaction.
Badger Meter Inc. VP of Human Resources Sheryl Hopkins acquired 1,193 shares of common stock through an equity award. The Form 4 shows these shares were earned from Performance Stock Units for the 2023-2025 performance period, approved on February 12, 2026, at a reported price of $0.00 per share.
After this award, she directly holds 5,850 common shares. The earned PSUs convert into common stock on a one-for-one basis and are subject to vesting scheduled for March 3, 2026, tying the award to both performance achievement and continued employment.
Badger Meter Inc. VP-CFO & Treasurer Daniel R. Weltzien reported equity awards and plan-based share equivalents. On February 12, 2026, he acquired 1,193 shares of common stock tied to Performance Stock Units for the 2023–2025 performance period, which are scheduled to vest on March 3, 2026. Following this, he directly owns 5,989 common shares. He also acquired 1.3354 share equivalents through the unitized 401(k) ESSOP component, valued using a year-end Badger Meter stock price of $174.41, bringing his indirect ESSOP-related holdings to 111.68 share equivalents.
Badger Meter Inc. executive William R.A. Bergum, VP–General Counsel and Secretary, reported acquiring additional exposure to Badger Meter stock on February 12, 2026.
He acquired 228.62 share equivalents of Common Stock indirectly through the unitized 401(k) component of the ESSOP at a reference price of $174.41, bringing his indirect ESSOP holdings to 11,951.48 share equivalents.
He also acquired 1,113 shares of Badger Meter common stock directly at a stated price of $0.00, increasing his direct holdings to 14,252 shares. These shares relate to Performance Stock Units (PSUs) granted on March 3, 2023 for the 2023–2025 performance period, earned based on approved performance criteria. The earned value is subject to vesting on March 3, 2026, and the PSUs convert into common stock on a one-for-one basis.
Badger Meter vice president Fred J. Begale reported acquiring additional company stock through compensation and benefit plans. On February 12, 2026, he acquired 193.09 share equivalents of Badger Meter common stock in his unitized 401(k) ESSOP account at a valuation of $174.41 per share equivalent. He also acquired 1,193 shares of common stock directly, reflecting performance stock units earned for the 2023–2025 period and approved by the board’s compensation committee, which are scheduled to vest on March 3, 2026. Following these transactions, Begale beneficially owned 7,505.29 share equivalents indirectly via the ESSOP and 3,530 shares directly.
Badger Meter executive Matthew L. Stuyvenberg, EVP-SaaS Intl Utility & Commercial, reported stock awards tied to long-term performance. On February 12, 2026, he acquired 1,589 shares of common stock directly from previously granted Performance Stock Units for the 2023–2025 performance period, bringing his direct holdings to 5,977 shares. These earned PSUs are scheduled to vest on March 3, 2026. He also acquired 49.45 indirect share equivalents through the company’s ESSOP at a reference price of $174.41 per share, increasing his indirect ESSOP-related holdings to 1,291.36 share equivalents.
Badger Meter reported that VP-Global Operations Richard Htwe acquired 1,193 shares of common stock on February 12, 2026 through a grant, award, or other acquisition at a price of $0.00 per share. These shares were earned from Performance Stock Units for the 2023–2025 performance period after the Compensation and Human Resources Committee approved performance achievement.
The earned value of these shares is subject to vesting on March 3, 2026, the third anniversary of the original March 3, 2023 PSU grant. Following this transaction, Htwe directly beneficially owns 6,078 shares of Badger Meter common stock. The PSUs convert into common stock on a one-for-one basis.
Badger Meter executive Robert Wrocklage reported equity awards and plan-based share accruals. On February 12, 2026, he acquired 3,578 shares of Badger Meter common stock at no cost, tied to Performance Stock Units granted on March 3, 2023 and earned for the 2023–2025 performance period. These earned PSUs convert into common stock on a one-for-one basis and remain subject to vesting scheduled for March 3, 2026, bringing his directly held stake to 23,119 shares.
On the same date, 2.7855 share equivalents of Badger Meter stock were credited indirectly through his ESSOP unitized 401(k) component at a reference price of $174.41 per share, increasing his indirect beneficial holdings there to 172.3 share equivalents.