Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NORWOOD FINANCIAL CORPNWFL · Entity 5720 | Director | October 13, 2026 | October 14, 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 October 13, 2026 · Filed October 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,997 |
Reported balance
After 2026-10-13 transaction · row 1
1 source rowRow 1 · 2026-10-13 · Grant · Acquired 40 · Balance 8,997 F1: Director Retainer Shares issued under the 2024 Equity Incentive Plan. |
| Common StockSEC Table I · non-derivative | IndirectIRA | 27,768 |
Reported balance
Holding disclosure · report date 2026-10-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 27,768 |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock | 550 |
Reported balance
Holding disclosure · report date 2026-10-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 550 F2: Award vests in three equal installments beginning December 15, 2025 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 | 825 |
Reported balance
Holding disclosure · report date 2026-10-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 825 F3: Award vests in three equal installments beginning on December 15, 2026 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: Director Retainer Shares issued under the 2024 Equity Incentive Plan.
F2: Award vests in three equal installments beginning December 15, 2025 and annually thereafter during such periods of continued service as an Employee, Outside Director or Director Emeritus, as applicable.
F3: Award vests in three equal installments beginning on December 15, 2026 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 |
|---|---|---|---|---|---|---|
| October 13, 2026 Filed Oct 14, 2026 17:09 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 40 | $33.70 | $1,348.00 |
DisclosureSEC source: 0001193125-26-421387 · ownership.xml · nonDerivative · entry 1 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,997 F1 · shares: Director Retainer Shares issued under the 2024 Equity Incentive Plan. Read SEC document |
| September 10, 2026 Filed Sep 11, 2026 18:24 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 39 | $34.47 | $1,344.33 |
DisclosureSEC source: 0001193125-26-389088 · ownership.xml · nonDerivative · entry 1 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,957 F1 · shares: Director Retainer Shares issued under the 2024 Equity Incentive Plan. Read SEC document |
| August 10, 2026 Filed Aug 11, 2026 20:21 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 40 | $34.02 | $1,360.80 |
DisclosureSEC source: 0001193125-26-344736 · ownership.xml · nonDerivative · entry 1 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,918 F1 · shares: Director Retainer Shares issued under the 2024 Equity Incentive Plan. Read SEC document |
| July 10, 2026 Filed Jul 14, 2026 19:34 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 43 | $31.88 | $1,370.84 |
DisclosureSEC source: 0001193125-26-303062 · ownership.xml · nonDerivative · entry 1 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,878 F1 · shares: Director Retainer Shares issued under the 2024 Equity Incentive Plan. Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 13:58 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 45 | $30.19 | $1,358.55 |
DisclosureSEC source: 0001193125-26-268666 · ownership.xml · nonDerivative · entry 1 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,835 F1 · shares: Director Retainer Shares issued under the 2024 Equity Incentive Plan. Read SEC document |
| May 26, 2026 Filed May 26, 2026 19:49 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 700 | $30.19 | $21,133.00 |
DisclosureSEC source: 0001193125-26-239068 · ownership.xml · nonDerivative · entry 2 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 27,168 Read SEC document |
| May 26, 2026 Filed May 27, 2026 13:17 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 700 | $30.19 | $21,133.00 |
DisclosureSEC source: 0001193125-26-240663 · ownership.xml · nonDerivative · entry 2 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 27,168 Read SEC document |
| May 11, 2026 Filed May 13, 2026 17:42 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 45 | $30.20 | $1,359.00 |
DisclosureSEC source: 0001193125-26-221204 · ownership.xml · nonDerivative · entry 1 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,390 F1 · shares: Director Retainer Shares issued under the 2024 Equity Incentive Plan. Read SEC document |
| April 10, 2026 Filed Apr 14, 2026 17:36 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 45 | $30.39 | $1,367.55 |
DisclosureSEC source: 0001193125-26-154523 · ownership.xml · nonDerivative · entry 1 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,345 F1 · shares: Director Retainer Shares issued under the 2024 Equity Incentive Plan. Read SEC document |
| March 11, 2026 Filed Mar 13, 2026 16:38 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 46 | $29.40 | $1,352.40 |
DisclosureSEC source: 0001193125-26-105615 · ownership.xml · nonDerivative · entry 1 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,300 F1 · shares: Director Retainer Shares issued under the 2024 Equity Incentive Plan. Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 21:25 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 43 | $31.62 | $1,359.66 |
DisclosureSEC source: 0001193125-26-051491 · ownership.xml · nonDerivative · entry 3 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,654 F1 · shares: Director Retainer Shares issued under the 2024 Equity Incentive Plan. Read SEC document |
| January 12, 2026 Filed Feb 13, 2026 21:25 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 105 | $28.42 | $2,984.10 |
DisclosureSEC source: 0001193125-26-051491 · ownership.xml · nonDerivative · entry 2 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,611 F1 · shares: Director Retainer Shares issued under the 2024 Equity Incentive Plan. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 21:32 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 825 | $29.80 | $24,585.00 |
DisclosureSEC source: 0001193125-25-324930 · ownership.xml · nonDerivative · entry 4 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Restricted Stock Disclosed balance after: 825 F2 · balance_after: Award vests in three equal installments beginning on December 15, 2026 and annually thereafter during such periods of continued service as an Employee, Outside Director or Director Emeritus, as applicable. Read SEC document |
| October 10, 2025 Filed Feb 13, 2026 21:25 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 116 | $25.84 | $2,997.44 |
DisclosureSEC source: 0001193125-26-051491 · ownership.xml · nonDerivative · entry 1 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,506 F1 · shares: Director Retainer Shares issued under the 2024 Equity Incentive Plan. Read SEC document |
| August 05, 2025 Filed Aug 5, 2025 15:29 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 600 | $24.35 | $14,610.00 |
DisclosureSEC source: 0000950170-25-102585 · ownership.xml · nonDerivative · entry 1 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,715 Read SEC document |
| August 05, 2025 Filed Jun 11, 2026 17:21 UTC Amendment | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 600 | $24.35 | $14,610.00 |
DisclosureSEC source: 0001193125-26-267141 · ownership.xml · nonDerivative · entry 1 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 27,068 Read SEC document |
| February 07, 2025 Filed Feb 7, 2025 19:46 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 2,800 | $26.49 | $74,174.80 |
DisclosureSEC source: 0000950170-25-016145 · ownership.xml · nonDerivative · entry 2 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 26,468 Read SEC document |
| February 05, 2025 Filed Feb 6, 2025 20:27 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 8,500 | $26.59 | $225,972.50 |
DisclosureSEC source: 0000950170-25-015306 · ownership.xml · nonDerivative · entry 6 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 23,668 Read SEC document |
| February 04, 2025 Filed Feb 6, 2025 20:27 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 6 | $26.26 | $157.56 |
DisclosureSEC source: 0000950170-25-015306 · ownership.xml · nonDerivative · entry 5 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 15,168 Read SEC document |
| February 04, 2025 Filed Feb 6, 2025 20:27 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 839 | $26.30 | $22,064.02 |
DisclosureSEC source: 0000950170-25-015306 · ownership.xml · nonDerivative · entry 4 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 15,162 Read SEC document |
| February 04, 2025 Filed Feb 6, 2025 20:27 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 1,712 | $26.50 | $45,368.00 |
DisclosureSEC source: 0000950170-25-015306 · ownership.xml · nonDerivative · entry 3 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 14,323 Read SEC document |
| February 04, 2025 Filed Feb 6, 2025 20:27 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 6 | $26.00 | $156.00 |
DisclosureSEC source: 0000950170-25-015306 · ownership.xml · nonDerivative · entry 2 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 12,611 Read SEC document |
| January 31, 2025 Filed Feb 3, 2025 18:51 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 3,129 | $26.00 | $81,354.00 |
DisclosureSEC source: 0000950170-25-012191 · ownership.xml · nonDerivative · entry 1 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,750 Read SEC document |
| January 31, 2025 Filed Feb 6, 2025 20:19 UTC Amendment | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 3,129 | $26.00 | $81,354.00 |
DisclosureSEC source: 0000950170-25-015296 · ownership.xml · nonDerivative · entry 1 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 12,605 F2 · balance_after: Includes an additional 9,206 shares held in IRA that were previously incorrectly reported as held directly. Read SEC document |
| January 30, 2025 Filed Jan 31, 2025 21:00 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 2,000 | $26.00 | $52,000.00 |
DisclosureSEC source: 0000950170-25-011722 · ownership.xml · nonDerivative · entry 1 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,621 Read SEC document |
| December 24, 2024 Filed Dec 26, 2024 22:52 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 825 | $27.25 | $22,481.25 |
DisclosureSEC source: 0000950170-24-140543 · ownership.xml · nonDerivative · entry 2 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Restricted Stock Award Disclosed balance after: 825 F1 · balance_after: Award vests in three 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 19, 2024 Filed Dec 24, 2024 01:55 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 7,692 | $26.00 | $199,992.00 |
DisclosureSEC source: 0000950170-24-139876 · ownership.xml · nonDerivative · entry 1 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,510 Read SEC document |
| September 10, 2024 Filed Sep 11, 2024 19:53 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 7,400 | $27.00 | $199,800.00 |
DisclosureSEC source: 0000950170-24-105481 · ownership.xml · nonDerivative · entry 1 Schmalzle Ronald R · CIK 0002031354 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,400 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.