Comparable stake leader
Loren Robert W. D.
SEC ownership of XCel Brands, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001083220.
Disclosed value leader
Loren Robert W. D.
Comparable rows
10/15
Latest evidence
20 Apr 2026
- Public ticker
- XELB on Nasdaq
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Loren Robert W. D.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
10 of 15
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Loren Robert W. D.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
20 Apr 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001083220
- Issuer location
- New York, NY
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of XCel Brands, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Loren Robert W. D.
Disclosed value leader
Loren Robert W. D.
Comparable rows
10/15
Latest evidence
20 Apr 2026
13D/G
3/4/5
13F
Lead comparable stake: 19%
5 rows are not safely comparable across share classes.
13D/G row: Loren Robert W. D.
Showing 1-8 of 15 holder rows.
Quick read
Loren Robert W. D. leads the comparable SEC ownership view at 19%.
10 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Loren Robert W. D.'s linked filing trail.
Comparable ownership
Top 5
Loren Robert W. D.
19%
Potomac Capital Management, Inc.
10%
Mark DiSanto
7.4%
Summit Trail Advisors, LLC
5.7%
GEODE CAPITAL MANAGEMENT, LLC
0.99%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Loren Robert W. D. |
13D/G
3/4/5
Robert W. D'Loren · CEO and Chairman, Director, 10%+ Owner
|
19%
|
$1,613,111
911,362 shares
|
$0 | 01 Aug 2025 |
| Potomac Capital Management, Inc. |
13D/G
13F
Paul J. Solit · Company
|
10%
|
$795,336
584,806 shares
|
+$238,620 | 31 Dec 2025 |
| Mark DiSanto |
13D/G
3/4/5
Director
|
7.4%
|
$541,886
354,174 shares
|
$0 | 01 Aug 2025 |
| Summit Trail Advisors, LLC |
13F
Company
|
5.7%
|
$513,726
331,436 shares
|
— | 31 Mar 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.99%
|
$89,700
57,869 shares
|
— | 31 Mar 2026 |
| CITADEL ADVISORS LLC |
13F
Company
|
0.74%
|
$67,445
43,513 shares
|
— | 31 Mar 2026 |
| TWO SIGMA INVESTMENTS, LP |
13F
Company
|
0.29%
|
$26,513
17,105 shares
|
— | 31 Mar 2026 |
| MORGAN STANLEY |
13F
Company
|
0.17%
|
$15,500
10,000 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$367,508.
Buys
$367,508
Insiders: 2
Sells
$0
Insiders: 0
Net
+$367,508
Shares: +397,466
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 397,466
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 181,466 | 0 | $129,908 | $0 | +$129,908 |
| 9-12 | 216,000 | 0 | $237,600 | $0 | +$237,600 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-7 of 7 reporting-owner rows connected to XCel Brands, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
7
Largest Forms 3/4/5 holder
Loren Robert W. D.
Net 12M change
+$367,508
Latest report
30 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Loren Robert W. D. | CEO and Chairman, Director, 10%+ Owner | $1,259,080 | +$249,028 | +25% | Mixed | 30 Jun 2026 |
| Seth Burroughs | EVP of BD Treasurer Secretary | $71,192 | Mixed | 03 Dec 2025 | ||
| Mark DiSanto | Director | $56,598 | +$118,480 | +209% | Mixed | 20 Apr 2026 |
| Howard M. Liebman | Director | $23,375 | Mixed | 20 Apr 2026 | ||
| James Haran | Chief Financial Officer | $22,237 | Mixed | 03 Dec 2025 | ||
| Deborah Weinswig | Director | $16,038 | Mixed | 20 Apr 2026 | ||
| James D. Fielding | Director | $14,310 | Mixed | 20 Apr 2026 |
Recent insider transactions for XCel Brands, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Loren Robert W. D. | XELB | Common Stock | Tax liability | -0.98% | -7,454 | 749,937 | 30 Jun 2026 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Award | 2.22% | 16,454 | 757,391 | 30 Jun 2026 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Tax liability | -0.83% | -6,168 | 740,937 | 29 May 2026 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Award | 1.86% | 13,617 | 747,105 | 29 May 2026 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Tax liability | -0.93% | -6,862 | 733,488 | 30 Apr 2026 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Award | 1.91% | 13,905 | 740,350 | 30 Apr 2026 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Tax liability | -0.93% | -6,809 | 726,445 | 20 Apr 2026 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Award | 1.84% | 13,222 | 733,254 | 20 Apr 2026 | Direct | ||
| Mark DiSanto | XELB | Common Stock | Award | 2.91% | 1,250 | 44,167 | 20 Apr 2026 | Direct | ||
| Mark DiSanto | XELB | Stock Option | Award | 3,500 | 3,500 | 20 Apr 2026 | Direct | |||
| James D. Fielding | XELB | Common Stock | Award | 10.4% | 1,250 | 13,250 | 20 Apr 2026 | Direct | ||
| James D. Fielding | XELB | Stock Options | Award | 0 | 3,500 | 20 Apr 2026 | Direct | |||
| Howard M. Liebman | XELB | Common Stock | Award | 6.13% | 1,250 | 21,644 | 20 Apr 2026 | Direct | ||
| Deborah Weinswig | XELB | Common Stock | Award | 9.19% | 1,250 | 14,850 | 20 Apr 2026 | Direct | ||
| Deborah Weinswig | XELB | Stock Options | Award | 3,500 | 3,500 | 20 Apr 2026 | Direct | |||
| Loren Robert W. D. | XELB | Common Stock | Award | 1,742 | 1,742 | 14 Apr 2026 | See Footnote | |||
| Loren Robert W. D. | XELB | Convertible Note | Award | 388,712 | 348,432 | 14 Apr 2026 | See Footnote | |||
| Loren Robert W. D. | XELB | Common Stock | Tax liability | -1.44% | -10,519 | 720,032 | 27 Feb 2026 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Award | 2.88% | 20,425 | 730,551 | 27 Feb 2026 | Direct | ||
| Howard M. Liebman | XELB | Common Stock | Disposed to Issuer | -3.81% | -777 | 19,617 | 23 Feb 2026 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Tax liability | -1.44% | -10,376 | 710,126 | 02 Feb 2026 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Award | 2.88% | 20,147 | 720,502 | 02 Feb 2026 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Tax liability | -1.94% | -13,866 | 700,355 | 02 Jan 2026 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Award | 3.92% | 26,924 | 714,221 | 02 Jan 2026 | Direct | ||
| Howard M. Liebman | XELB | Common Stock | Disposed to Issuer | -12.2% | -2,839 | 20,394 | 30 Dec 2025 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Purchase | 13.4% | $94,908 | $1.16 | 81,466 | 687,297 | 17 Dec 2025 | Direct |
| Loren Robert W. D. | XELB | Warrants | Award | 40,733 | 40,733 | 17 Dec 2025 | Direct | |||
| Loren Robert W. D. | XELB | Common Stock | Purchase | 9% | $17,500 | $0.3500 | 50,000 | 605,831 | 05 Dec 2025 | Direct |
| Mark DiSanto | XELB | Common Stock | Purchase | 17.4% | $17,500 | $0.3500 | 50,000 | 337,018 | 05 Dec 2025 | See Footnote |
| Seth Burroughs | XELB | Stock Options | Award | 35,811 | 35,811 | 03 Dec 2025 | Direct | |||
| James Haran | XELB | Stock Options | Award | 53,716 | 53,716 | 03 Dec 2025 | Direct | |||
| Loren Robert W. D. | XELB | Common Stock | Tax liability | -2.67% | -14,556 | 530,831 | 03 Dec 2025 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Award | 11.3% | 56,507 | 555,831 | 03 Dec 2025 | Direct | ||
| Loren Robert W. D. | XELB | Stock Options | Award | 250,674 | 250,674 | 03 Dec 2025 | Direct | |||
| Mark DiSanto | XELB | Common Stock | Award | 453.8% | 35,167 | 42,917 | 03 Dec 2025 | Direct | ||
| Mark DiSanto | XELB | Stock Options | Award | 36,500 | 36,500 | 03 Dec 2025 | Direct | |||
| James D. Fielding | XELB | Common Stock | Award | 100% | 6,000 | 12,000 | 03 Dec 2025 | Direct | ||
| James D. Fielding | XELB | Stock Options | Award | 19,000 | 19,000 | 03 Dec 2025 | Direct | |||
| Howard M. Liebman | XELB | Common Stock | Award | 100% | 11,617 | 23,233 | 03 Dec 2025 | Direct | ||
| Howard M. Liebman | XELB | Stock Options | Award | 36,500 | 36,500 | 03 Dec 2025 | Direct | |||
| Deborah Weinswig | XELB | Common Stock | Award | 100% | 6,800 | 13,600 | 03 Dec 2025 | Direct | ||
| Deborah Weinswig | XELB | Stock Options | Award | 21,500 | 21,500 | 03 Dec 2025 | Direct | |||
| Loren Robert W. D. | XELB | Common Stock | Tax liability | -2.07% | -10,859 | 513,880 | 31 Oct 2025 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Award | 4.69% | 23,505 | 524,739 | 31 Oct 2025 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Tax liability | -1.53% | -7,774 | 501,234 | 30 Sep 2025 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Award | 3.42% | 16,828 | 509,008 | 30 Sep 2025 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Tax liability | -1.95% | -9,773 | 492,180 | 29 Aug 2025 | Direct | ||
| Loren Robert W. D. | XELB | Common Stock | Award | 4.4% | 21,155 | 501,953 | 29 Aug 2025 | Direct | ||
| Seth Burroughs | XELB | Common Stock | Tax liability | -5.9% | -4,092 | 65,314 | 29 Aug 2025 | Direct | ||
| Seth Burroughs | XELB | Common Stock | Award | 13.2% | 8,110 | 69,406 | 29 Aug 2025 | Direct |
* marks a reported price that did not pass the local price check.