BWA BORGWARNER INC Insider Trading

CEO Fadool sells 29.0K BWA shares at $67.31; retains 406.0K shares post-transaction

Fadool Joseph F., President and CEO, executed a sale of 29.0K shares at $67.31 on 2026-05-13, netting $2.0M. The sale occurred with stock trading near its 52-week high ($70.08, currently -3.8% below), and the CEO retains substantial equity ownership of 406.0K shares post-transaction, suggesting confidence in the company despite the tactical exit. The timing coincides with a significant 30-day price surge of +25.6%, which may indicate profit-taking at peak valuations rather than loss of conviction. With a 38.31 P/E and modest 1.6% annual revenue growth, the high valuation context and the CEO's decision to reduce exposure by a discrete amount warrant investor attention to underlying business momentum.

VP Demmerle sells 25,000 shares for $1.5M; mixed results on prior BWA exits, stock up sharply near term but recovered after previous sales.

Vice President Stefan Demmerle disposed of 25,000 shares of BWA across two transactions in early May, generating about $1.5 million in proceeds. The stock has climbed significantly over the past month, but this sale follows a pattern where Demmerle's prior five exits at this company showed conflicting signals: his two most recent sales in November saw the stock pull back initially but then recover with modest gains over the longer term, while earlier summer sales were also followed by gains. Over the 90-day horizon, all five of his prior BWA sales saw the stock rise afterward—suggesting his exits have been systematically poorly timed on a longer timeframe despite near-term dips. This is his 14th and 15th open-market sale in the past three years, establishing him as a consistent net seller with no open-market purchases on record. BorgWarner remains profitable with positive revenue growth, though trading at a stretched valuation multiple, and the stock is currently about 5% below its 52-week high after a robust recent rally. The sale itself does not contradict the company's recent financial performance, but it does extend a years-long pattern of equity reduction that has not proven well-timed in retrospect.

Farrell Paul Arthur (EVP & Chief Strategy Officer) sold 12,012 shares of BorgWarner at $52.31, reducing position 23.9% to 38,238 shares.

Farrell Paul Arthur sold 12,012 shares at $52.31 on 2026-03-12, reducing his holdings by 23.9% from 50,250 to 38,238 shares. The transaction occurred at a price that was -24.0% from the 52-week high of $66.55, and the stock has since declined 23.5% in the past 30 days. Examining his cross-ticker track record, his prior sells have been well-timed 100% of the time (with an average 90-day return of -12.9% after sales, indicating the stock typically fell after he sold). At BorgWarner specifically, his one prior sale on 2024-11-11 posted a -12.9% 90-day return, following the same pattern. While the company shows reasonable fundamentals (revenue of $3.6B, net income of $158.0M), the elevated P/E of 144.46 and recent sharp declines warrant attention alongside his demonstrated pattern of selling ahead of weakness.

EVP Calaway sells 16,000 BWA shares at $65.08; retains 240,251 shares post-transaction.

CALAWAY TONIT M, EVP, CAO, Gen Counsel & Sec, sold 16,000 shares at $65.08 on 2026-02-13 for total value of $1,041,350.40, reducing holdings by 6.2% to 240,251 shares. The sale occurred near the 52-week high of $66.55, with the stock up +32.5% over the prior 30 days and +45.0% over 90 days. Notably, his prior sell at this ticker (2024-02-12) was poorly timed; the stock subsequently rose +16.6% over 90 days, indicating prior sales have not preceded declines. The company trades at a P/E of 178.60 with anemic annual revenue growth of +1.6%, though the executive retains substantial holdings of 240,251 shares, suggesting continued material stake in the business.

CHRO Wingfield sells 17,867 shares ($1.1M) at $63.43; retains 45,429 shares in BWA

Tania Wingfield, EVP & CHRO, sold 17,867 shares at $63.43 for total value of $1,133,302.02, reducing her holdings from 63,296 to 45,429 shares (-28.2%). The sale occurred at $63.43 per share while the current price stands at $62.51, just 6.1% below the 52-week high of $66.55, suggesting the transaction occurred near the upper end of recent trading ranges. Despite the size of the sale relative to prior holdings, the executive retained a material position of 45,429 shares. The company trades at a notably elevated P/E of 178.60 on latest quarter revenue of $3.6B and net income of $158.0M, with modest annual revenue growth of 1.6%.

VP Stefan Demmerle sold 20,000 shares across two days (Nov 11-12, 2025) for $912,750.50 at blended average $45.64, reducing BWA holdings by 8.9%.

Stefan Demmerle, Vice President at BorgWarner, executed two separate sales totaling 20,000 shares for $912,750.50 on consecutive trading days, reducing his holdings from 224,039 to 204,039 shares. The sales occurred at prices ($45.52 and $46.00) near the current market level of $45.40 and within the recent 52-week range, with the stock up 8.7% over the prior 30 days and 9.6% over 90 days. His prior five sales at BWA show mixed timing outcomes: four of the five trades were followed by positive 90-day returns (stock continued rising after the sale), suggesting these earlier sales were not well-timed; only one of the five showed a negative 90-day return. The company carries a elevated P/E of 72.06 and has experienced flat annual revenue growth (-0.8%), which may be relevant context for insider activity at current valuations.

VP Demmerle sells 20,000 BWA shares across 3 trades (Aug 12-13) for $792,218.50; holds 229,039 remaining.

Stefan Demmerle, Vice President at BorgWarner, executed 3 separate sales totaling 20,000 shares for $792,218.50 between August 12–13, 2025, at prices ranging from $38.95 to $40.50 (blended average $39.61). This sale reduces his holdings by 8.0% to 229,039 shares. The transaction occurred as BWA trades near its 52-week high of $41.57 (current price $41.45, -0.3% from high), following a 30-day surge of +18.5% and 90-day gain of +24.4%. Notably, his prior two measurable sales at BWA (November 2024) were well-timed at the 90-day mark, with post-sale declines of -12.5% and -17.0%, establishing a pattern of sell-timing accuracy at this ticker. However, his cross-ticker track record shows an average 90-day return of -14.7% after sells, a 100% well-timed rate that reflects only 3 prior trades, and the most recent same-ticker sale on August 4 remains unmeasured. Elevated valuation (P/E 42.73) and modest annual revenue growth (-0.8%) provide limited fundamental tailwinds.

VP Demmerle Stefan sold 20,000 BWA shares at $38.17 on 2025-08-04 (total value $763.4K); prior 90d returns on his BWA sales: -6.1% and -12.5%.

Stefan Demmerle, Vice President, sold 20,000 shares (7.4% of his pre-transaction holdings) for $763,384.00 total value at $38.17 per share on 2025-08-04. His two prior sales of BWA stock (2024-11-27 and 2024-11-14) registered 90-day returns of -6.1% and -12.5%, establishing a pattern of sells that preceded price declines. The stock is currently at $38.05 (-0.6% from the 52-week high of $38.28), within 0.3% of the sale price. Over 30 and 90 days, BWA has gained 9.2% and 22.2% respectively, suggesting the stock has recovered momentum since the insider's prior sales. His cross-ticker track record shows 100.00% well-timed rate on 2 prior sells with an average 90-day return of -14.7%, indicating his open-market sales historically preceded downturns. The timing signal from his prior BWA transactions warrants attention, though the stock's recent appreciation presents a contrast to his historical outcomes at this ticker.

BWA CFO Aaron Craig sells 21,000 shares at $37.66; retains 49,801 shares post-transaction

Aaron Craig, EVP & CFO, sold 21,000 shares of BorgWarner for $790,939.80, reducing his holdings by 29.7% to 49,801 shares. The sale occurred at $37.66, slightly below the current price of $38.05 and near the 52-week high of $38.28, on a backdrop of strong recent momentum (22.2% gain over 90 days and 9.2% over 30 days). The company's financial posture shows stable net income of $224,000,000 against $3.6B in quarterly revenue, though annual revenue declined by 0.8% year-over-year, and the stock trades at a notably elevated P/E of 39.23. The reduction of nearly 30% of holdings is material and warrants examination of whether a 10b5-1 plan governs this transaction or whether discretionary timing factors apply.

VP Weng Volker sells 15,978 shares of BWA at $31.54 for $503,978.08; retains 88,008 shares.

Weng Volker, Vice President of BorgWarner, sold 15,978 shares on 2025-05-09 at $31.54, reducing his holdings by 15.4% from 103,986 shares to 88,008 shares. The transaction raised $503,978.08 and occurred when the stock was -13.5% from its 52-week high of $37.72; the stock has since risen 24.6% over 30 days. His cross-ticker track record shows 3 prior open-market sells with a 90-day well-timed rate of 33.33%; at this same ticker (BWA), his prior 3 sales were poorly timed on average, with only 1 of 3 matching well-timed outcomes at the 90-day horizon. The company's fundamentals show revenue of $3.5B, net income of $157.0M, and a P/E of 24.72, reflecting a moderately valued large-cap industrial, while annual revenue growth stands at -0.8%. This sale represents a moderate portfolio reduction by a VP and lacks a clear directional signal given the insider's mixed historical accuracy at this ticker and the recent post-sale appreciation.