Comparable stake leader
American Ventures LLC, Series XXIV XWELL
SEC ownership of XWELL, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001410428.
Disclosed value leader
Doug Satzman
Comparable rows
26/38
Latest evidence
08 Sep 2026
- Public ticker
- XWEL 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
-
American Ventures LLC, Series XXIV XWELL
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
26 of 38
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
American Ventures LLC, Series XXIV XWELL
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
08 Sep 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001410428
- 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 XWELL, 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
American Ventures LLC, Se...
Disclosed value leader
Doug Satzman
Comparable rows
26/38
Latest evidence
08 Sep 2026
13D/G
3/4/5
13F
Lead comparable stake: 10%
12 rows are not safely comparable across share classes.
13D/G row: American Ventures LLC, Series XXIV XWELL
Showing 1-8 of 38 holder rows.
Quick read
American Ventures LLC, Series XXIV XWELL leads the comparable SEC ownership view at 10%.
26 of 38 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 American Ventures LLC, Series XXIV XWELL's linked filing trail.
Comparable ownership
Top 5
American Ventures LLC, Series XXI...
10%
Bruce Bernstein
6.9%
Iroquois Capital Management, LLC
5.5%
McCabe James Joseph III
5.5%
Ezra Ernst
2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 38 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| American Ventures LLC, Series XXIV XWELL |
13D/G
|
10%
|
$983,681
993,617 shares
|
+$683,810 | 08 Sep 2026 |
| Bruce Bernstein |
3/4/5
13D/G
Director
|
6.9%
from 13D/G
|
$873,477
1,060,410 shares
mixed-class rows
|
— | 25 Aug 2026 |
| Iroquois Capital Management, LLC |
13D/G
Richard Abbe
|
5.5%
|
$466,944
466,944 shares
|
+$32,977 | 30 Jun 2026 |
| McCabe James Joseph III |
13D/G
|
5.5%
|
$149,930
319,000 shares
|
$0 | 24 Feb 2026 |
| Ezra Ernst |
3/4/5
President and CEO
|
2%
|
$94,531
201,130 shares
|
— | 27 Feb 2026 |
| Gerard Reid |
3/4/5
Director
|
1.5%
|
$156,000
150,000 shares
|
— | 25 Aug 2026 |
| CITADEL ADVISORS LLC |
13F
Company
|
1.2%
|
$121,703
117,022 shares
|
— | 30 Jun 2026 |
| Wealthspire Advisors, LLC |
13F
Company
|
1.1%
|
$109,306
105,102 shares
|
— | 30 Jun 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
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 02 Oct 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
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 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-13 of 13 reporting-owner rows connected to XWELL, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
13
Largest Forms 3/4/5 holder
Doug Satzman
Net 12M change
$0
Latest report
25 Aug 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Doug Satzman | Chief Executive Officer, Director | $1,597,648 | Mixed | 06 Oct 2021 | ||
| Bruce Bernstein | Director | $873,477 | Median | 25 Aug 2026 | ||
| Omar Haynes | Interim CFO | $306,315 | Mixed | 15 Jun 2023 | ||
| Robert Weinstein | Director | $275,840 | Median | 25 Aug 2026 | ||
| Michael Lebowitz | Director | $271,566 | Median | 25 Aug 2026 | ||
| Gaelle Sandra Wizenberg | Director | $250,325 | Median | 25 Aug 2026 | ||
| Gerard Reid | Director | $156,000 | Median | 25 Aug 2026 | ||
| Ezra Ernst | President and CEO | $94,531 | Mixed | 27 Feb 2026 | ||
| Suzanne A. Scrabis | Chief Financial Officer | $7,114 | Mixed | 05 Feb 2024 | ||
| James A. Berry | Chief Financial Officer | Mixed | 20 Apr 2022 | |||
| Scott R. Milford | President & CEO | Mixed | 05 Feb 2024 | |||
| Donald E. Stout | Director | Mixed | 05 Jan 2023 | |||
| Thomas Ian Brown | Cfo | Mixed | 06 Jan 2025 |
Recent insider transactions for XWELL, 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Gerard Reid | XWEL | Common Stock | Award | 150,000 | 150,000 | 25 Aug 2026 | Direct | |||
| Gaelle Sandra Wizenberg | XWEL | Common Stock | Award | 26.2% | 50,000 | 240,698 | 25 Aug 2026 | Direct | ||
| Robert Weinstein | XWEL | Common Stock | Award | 23.2% | 50,000 | 265,231 | 25 Aug 2026 | Direct | ||
| Bruce Bernstein | XWEL | Common Stock | Award | 147.1% | 500,000 | 839,882 | 25 Aug 2026 | Direct | ||
| Michael Lebowitz | XWEL | Common Stock | Award | 23.7% | 50,000 | 261,122 | 25 Aug 2026 | Direct | ||
| Robert Weinstein | XWEL | Common Stock | Award | 86.8% | 100,000 | 215,231 | 27 Feb 2026 | Direct | ||
| Michael Lebowitz | XWEL | Common Stock | Award | 90% | 100,000 | 211,122 | 27 Feb 2026 | Direct | ||
| Ezra Ernst | XWEL | Common Stock | Award | 98.9% | 100,000 | 201,130 | 27 Feb 2026 | Direct | ||
| Bruce Bernstein | XWEL | Common Stock | Award | 41.7% | 100,000 | 339,882 | 27 Feb 2026 | Direct | ||
| Gaelle Sandra Wizenberg | XWEL | Common Stock | Award | 110.3% | 100,000 | 190,698 | 27 Feb 2026 | Direct |
* marks a reported price that did not pass the local price check.