Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NORWOOD FINANCIAL CORPNWFL · Entity 5720 | Director · Chairman of the Board | November 02, 2016 | November 02, 2016 |
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 November 02, 2016 · Filed November 02, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectHeld in Trust | 512 |
Reported balance
After 2016-11-02 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2016-11-02 · Sale · Disposed 68 · Balance 512 |
| Common StockSEC Table I · non-derivative | Direct | 20,849 |
Reported balance
Holding disclosure · report date 2016-11-02 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 20,849 |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock Award | 280 |
Reported balance
Holding disclosure · report date 2016-11-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 280 F1: Award vests in five equal installments beginning on December 9, 2015 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 | 300 |
Reported balance
Holding disclosure · report date 2016-11-02 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 300 F2: Award vests in five equal installments beginning on December 8, 2016 and annually thereafter during such periods of continued service as an 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 9, 2015 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 8, 2016 and annually thereafter during such periods of continued service as an 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 |
|---|---|---|---|---|---|---|
| November 02, 2016 Filed Nov 2, 2016 20:22 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | SaleCommon Stock | 68 | $28.75 | $1,955.00 |
DisclosureSEC source: 0001140361-16-084548 · doc1.xml · nonDerivative · entry 2 MARSHALL JOHN E · CIK 0001192341 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust Disclosed balance after: 512 Read SEC document |
| October 27, 2016 Filed Oct 27, 2016 20:39 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | SaleCommon Stock | 85 | $28.58 | $2,429.30 |
DisclosureSEC source: 0001140361-16-083780 · doc1.xml · nonDerivative · entry 2 MARSHALL JOHN E · CIK 0001192341 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · Held in Trust Disclosed balance after: 580 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.