Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NORWOOD FINANCIAL CORPNWFL · Entity 5720 | EVP & Chief Lending Officer | September 02, 2026 | September 04, 2026 |
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.
NORWOOD FINANCIAL CORP
Report date September 02, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,642 |
Ending reported balance
After 2026-09-04 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2026-09-02 · Exercise / conversion · Acquired 1,500 · Balance 5,892 Row 2 · 2026-09-02 · Sale · Disposed 1,500 · Balance 4,392 Row 3 · 2026-09-02 · Exercise / conversion · Acquired 1,500 · Balance 5,892 Row 4 · 2026-09-02 · Sale · Disposed 1,100 · Balance 4,792 Row 5 · 2026-09-02 · Sale · Disposed 100 · Balance 4,692 Row 6 · 2026-09-02 · Sale · Disposed 300 · Balance 4,392 Row 7 · 2026-09-04 · Exercise / conversion · Acquired 750 · Balance 5,142 Row 8 · 2026-09-04 · Exercise / conversion · Acquired 1,500 · Balance 6,642 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.81 · Expires 2027-12-12 | Direct | 0 |
Reported balance
After 2026-09-02 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-09-02 · Exercise / conversion · Disposed 1,500 · Balance 0 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.34 · Expires 2028-12-11 | Direct | 0 |
Reported balance
After 2026-09-02 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-09-02 · Exercise / conversion · Disposed 1,500 · Balance 0 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $22.37 · Expires 2026-12-13 | Direct | 750 |
Reported balance
After 2026-09-04 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2026-09-04 · Exercise / conversion · Disposed 750 · Balance 750 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $26.93 · Expires 2030-12-08 | Direct | 2,250 |
Reported balance
After 2026-09-04 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2026-09-04 · Exercise / conversion · Disposed 1,500 · Balance 2,250 |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock Award | 300 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 300 F1: Award vests in five equal installments beginning on December 14, 2022 and annually thereafter during such periods of continued service as an Employee, Outside Director or Director Emeritus, as applicable. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock Award | 600 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 600 F2: Award vests in five equal installments beginning on December 13, 2023 and annually thereafter during such periods of continued service as an Employee, Outside Director or Director Emeritus, as applicable. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock Award | 900 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 900 F3: Award vests in five equal installments beginning on December 12, 2024 and annually thereafter during such periods of continued service as an Employee, Outside Director or Director Emeritus, as applicable. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock Award | 1,200 |
Reported balance
Holding disclosure · report date 2026-09-02 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 1,200 F4: Award vests in five equal installments beginning on December 15, 2025 and annually thereafter during such periods of continued service as and Employee, Outside Director or Director Emeritus, as applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Award vests in five equal installments beginning on December 14, 2022 and annually thereafter during such periods of continued service as an Employee, Outside Director or Director Emeritus, as applicable.
F2: Award vests in five equal installments beginning on December 13, 2023 and annually thereafter during such periods of continued service as an Employee, Outside Director or Director Emeritus, as applicable.
F3: Award vests in five equal installments beginning on December 12, 2024 and annually thereafter during such periods of continued service as an Employee, Outside Director or Director Emeritus, as applicable.
F4: Award vests in five equal installments beginning on December 15, 2025 and annually thereafter during such periods of continued service as and Employee, Outside Director or Director Emeritus, as applicable.
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 |
|---|---|---|---|---|---|---|
| September 04, 2026 Filed Sep 4, 2026 21:07 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,500 | $0.00 Strike: $26.93 | $0.00 |
DisclosureSEC source: 0001193125-26-383813 · ownership.xml · derivative · entry 16 O'Bell Vincent · CIK 0001861002 · EVP & Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,250 Underlying: Common Stock · 1,500 shares Expires 2030-12-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 04, 2026 Filed Sep 4, 2026 21:07 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 750 | $0.00 Strike: $22.37 | $0.00 |
DisclosureSEC source: 0001193125-26-383813 · ownership.xml · derivative · entry 15 O'Bell Vincent · CIK 0001861002 · EVP & Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 750 shares Expires 2026-12-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 04, 2026 Filed Sep 4, 2026 21:07 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionCommon Stock | 1,500 | $26.93 | $40,395.00 |
DisclosureSEC source: 0001193125-26-383813 · ownership.xml · nonDerivative · entry 8 O'Bell Vincent · CIK 0001861002 · EVP & Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,642 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 04, 2026 Filed Sep 4, 2026 21:07 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionCommon Stock | 750 | $22.37 | $16,779.98 |
DisclosureSEC source: 0001193125-26-383813 · ownership.xml · nonDerivative · entry 7 O'Bell Vincent · CIK 0001861002 · EVP & Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,142 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:07 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,500 | $0.00 Strike: $32.34 | $0.00 |
DisclosureSEC source: 0001193125-26-383813 · ownership.xml · derivative · entry 14 O'Bell Vincent · CIK 0001861002 · EVP & Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2028-12-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:07 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,500 | $0.00 Strike: $32.81 | $0.00 |
DisclosureSEC source: 0001193125-26-383813 · ownership.xml · derivative · entry 13 O'Bell Vincent · CIK 0001861002 · EVP & Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 shares Expires 2027-12-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:07 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | SaleCommon Stock | 300 | $34.68 | $10,402.50 |
DisclosureSEC source: 0001193125-26-383813 · ownership.xml · nonDerivative · entry 6 O'Bell Vincent · CIK 0001861002 · EVP & Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,392 Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:07 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | SaleCommon Stock | 100 | $34.61 | $3,461.00 |
DisclosureSEC source: 0001193125-26-383813 · ownership.xml · nonDerivative · entry 5 O'Bell Vincent · CIK 0001861002 · EVP & Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,692 Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:07 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | SaleCommon Stock | 1,100 | $34.50 | $37,952.20 |
DisclosureSEC source: 0001193125-26-383813 · ownership.xml · nonDerivative · entry 4 O'Bell Vincent · CIK 0001861002 · EVP & Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,792 Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:07 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionCommon Stock | 1,500 | $32.34 | $48,510.00 |
DisclosureSEC source: 0001193125-26-383813 · ownership.xml · nonDerivative · entry 3 O'Bell Vincent · CIK 0001861002 · EVP & Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,892 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:07 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | SaleCommon Stock | 1,500 | $34.50 | $51,753.00 |
DisclosureSEC source: 0001193125-26-383813 · ownership.xml · nonDerivative · entry 2 O'Bell Vincent · CIK 0001861002 · EVP & Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,392 Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:07 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionCommon Stock | 1,500 | $32.81 | $49,215.00 |
DisclosureSEC source: 0001193125-26-383813 · ownership.xml · nonDerivative · entry 1 O'Bell Vincent · CIK 0001861002 · EVP & Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,892 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 24, 2024 Filed Dec 26, 2024 23:35 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 1,500 | $27.25 | $40,875.00 |
DisclosureSEC source: 0000950170-24-140572 · ownership.xml · nonDerivative · entry 5 O'Bell Vincent · CIK 0001861002 · EVP & Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Restricted Stock Award Disclosed balance after: 1,500 F4 · balance_after: Award vests in five equal installments beginning on December 15, 2025 and annually thereafter during such periods of continued service as an Employee, Outside Director or Director Emeritus, as applicable. Read SEC document |
| December 20, 2024 Filed Feb 13, 2025 20:28 UTC Amendment | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 1,154 | $26.00 | $30,004.00 |
DisclosureSEC source: 0000950170-25-019789 · ownership.xml · nonDerivative · entry 1 O'Bell Vincent · CIK 0001861002 · EVP & Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,132 F4 · balance_after: Includes 900 restricted shares that vested that were not previously reported and 30 shares owned directly that were previously unreported. Read SEC document |
| December 19, 2024 Filed Dec 24, 2024 01:56 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 1,154 | $26.00 | $30,004.00 |
DisclosureSEC source: 0000950170-24-139878 · ownership.xml · nonDerivative · entry 1 O'Bell Vincent · CIK 0001861002 · EVP & Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,202 Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 19:27 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 1,500 | $29.66 | $44,490.00 |
DisclosureSEC source: 0000899243-23-020628 · doc4.xml · nonDerivative · entry 4 O'Bell Vincent · CIK 0001861002 · EVP & Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Restricted Stock Award Disclosed balance after: 1,500 F3 · balance_after: Award vests in five equal installments beginning on December 12, 2024 and annually thereafter during such periods of continued service as an Employee, Outside Director or Director Emeritus, as applicable. Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 22:43 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 1,500 | $33.53 | $50,295.00 |
DisclosureSEC source: 0000899243-22-038653 · doc4.xml · nonDerivative · entry 3 O'Bell Vincent · CIK 0001861002 · SVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Award Disclosed balance after: 1,500 F2 · balance_after: Award vests in five equal installments beginning on December 13, 2023 and annually thereafter during such periods of continued service as an Employee, Outside Director or Director Emeritus, as applicable. Read SEC document |
| December 14, 2021 Filed Dec 16, 2021 11:08 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 1,500 | $25.80 | $38,700.00 |
DisclosureSEC source: 0000899243-21-048501 · doc4.xml · nonDerivative · entry 2 O'Bell Vincent · CIK 0001861002 · SVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Award Disclosed balance after: 200 F1 · balance_after: Award vests in five equal installments beginning on December 14, 2022 and annually thereafter during such periods of continued service as an Employee, Outside Director or Director Emeritus, as applicable. Read SEC document |
| December 14, 2021 Filed Dec 23, 2021 20:24 UTC Amendment | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 1,500 | $25.80 | $38,700.00 |
DisclosureSEC source: 0000899243-21-049540 · doc4a.xml · nonDerivative · entry 1 O'Bell Vincent · CIK 0001861002 · SVP & Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Award Disclosed balance after: 1,500 F1 · balance_after: Award vests in five equal installments beginning on December 14, 2022 and annually thereafter during such periods of continued service as an Employee, Outside Director or Director Emeritus, as applicable. F2 · balance_after: The original Form 4, filed on December 16, 2021, is being amended by this Form 4 amendment solely to correct the amount of securities beneficially owned in Table 1, Column 5, which misreported that 200 shares of the Issuer's restricted stock were benefially owned when in fact 1,500 shares of the Issuer's restricted stock were beneficially owned. 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.