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 | 41,946 |
Reported balance
After 2026-10-13 transaction · row 1
1 source rowRow 1 · 2026-10-13 · Grant · Acquired 40 · Balance 41,946 F1: Director Retainer Shares issued under the 2024 Equity Incentive Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 7,247 |
Reported balance
Holding disclosure · report date 2026-10-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,247 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 1,100 |
Reported balance
Holding disclosure · report date 2026-10-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,100 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse IRA | 1,100 |
Reported balance
Holding disclosure · report date 2026-10-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,100 |
Filing footnotes · ownership attribution and instrument terms
F1: Director Retainer Shares issued under the 2024 Equity Incentive Plan.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PB Bankshares, Inc.
Report date January 05, 2026 · Filed January 06, 2026
Section 16 reporting ended · disclosed 2026-01-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-01-05 transaction · row 1
1 source rowRow 1 · 2026-01-05 · Disposition to issuer · Disposed 50,795 · Balance 0 F2: Pursuant to the Merger Agreement, all unvested shares of restricted stock automatically vested in full at the Effective Time, and were considered outstanding shares of common stock entitled to receive the Merger Consideration, net of all applicable withholding taxes. F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 7, 2025, by and among Norwood Financial Corp. ("Norwood"), Wayne Bank, the Issuer, and Presence Bank (the "Merger Agreement"), at the Effective Time (as defined in the Merger Agreement), each issued and outstanding share of Common Stock of the Issuer was converted into the right to receive, at the election of the holder, either (i) 0.7850 shares of Norwood common stock (the "Stock Consideration") or (ii) $19.75 in cash (the "Cash Consideration"), subject to proration procedures to ensure that 80% of the shares of the Issuer common stock are converted into the Stock Consideration (the "Merger Consideration"). |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2026-01-05 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-01-05 · Disposition to issuer · Disposed 10,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 7, 2025, by and among Norwood Financial Corp. ("Norwood"), Wayne Bank, the Issuer, and Presence Bank (the "Merger Agreement"), at the Effective Time (as defined in the Merger Agreement), each issued and outstanding share of Common Stock of the Issuer was converted into the right to receive, at the election of the holder, either (i) 0.7850 shares of Norwood common stock (the "Stock Consideration") or (ii) $19.75 in cash (the "Cash Consideration"), subject to proration procedures to ensure that 80% of the shares of the Issuer common stock are converted into the Stock Consideration (the "Merger Consideration"). |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 0 |
Reported balance
After 2026-01-05 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-01-05 · Disposition to issuer · Disposed 1,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 7, 2025, by and among Norwood Financial Corp. ("Norwood"), Wayne Bank, the Issuer, and Presence Bank (the "Merger Agreement"), at the Effective Time (as defined in the Merger Agreement), each issued and outstanding share of Common Stock of the Issuer was converted into the right to receive, at the election of the holder, either (i) 0.7850 shares of Norwood common stock (the "Stock Consideration") or (ii) $19.75 in cash (the "Cash Consideration"), subject to proration procedures to ensure that 80% of the shares of the Issuer common stock are converted into the Stock Consideration (the "Merger Consideration"). |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's IRA | 0 |
Reported balance
After 2026-01-05 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-01-05 · Disposition to issuer · Disposed 1,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 7, 2025, by and among Norwood Financial Corp. ("Norwood"), Wayne Bank, the Issuer, and Presence Bank (the "Merger Agreement"), at the Effective Time (as defined in the Merger Agreement), each issued and outstanding share of Common Stock of the Issuer was converted into the right to receive, at the election of the holder, either (i) 0.7850 shares of Norwood common stock (the "Stock Consideration") or (ii) $19.75 in cash (the "Cash Consideration"), subject to proration procedures to ensure that 80% of the shares of the Issuer common stock are converted into the Stock Consideration (the "Merger Consideration"). |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $12.28 · Expires 2032-11-14 | Direct | 0 |
Reported balance
After 2026-01-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-01-05 · Disposition to issuer · Disposed Not disclosed · Balance 0 F3: Pursuant to the Merger Agreement, each outstanding and unexercised option immediately prior to the Effective Time, whether vested or unvested, was cancelled in exchange for the right to receive an amount in cash equal to the product of (i) the excess, if any, of the Cash Consideration over the per share exercise price of such option, multiplied by (ii) the number of shares of Common Stock then subject to such option, net of all applicable withholding taxes. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of July 7, 2025, by and among Norwood Financial Corp. ("Norwood"), Wayne Bank, the Issuer, and Presence Bank (the "Merger Agreement"), at the Effective Time (as defined in the Merger Agreement), each issued and outstanding share of Common Stock of the Issuer was converted into the right to receive, at the election of the holder, either (i) 0.7850 shares of Norwood common stock (the "Stock Consideration") or (ii) $19.75 in cash (the "Cash Consideration"), subject to proration procedures to ensure that 80% of the shares of the Issuer common stock are converted into the Stock Consideration (the "Merger Consideration").
F2: Pursuant to the Merger Agreement, all unvested shares of restricted stock automatically vested in full at the Effective Time, and were considered outstanding shares of common stock entitled to receive the Merger Consideration, net of all applicable withholding taxes.
F3: Pursuant to the Merger Agreement, each outstanding and unexercised option immediately prior to the Effective Time, whether vested or unvested, was cancelled in exchange for the right to receive an amount in cash equal to the product of (i) the excess, if any, of the Cash Consideration over the per share exercise price of such option, multiplied by (ii) the number of shares of Common Stock then subject to such option, net of all applicable withholding taxes.
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 |
|---|---|---|---|---|---|---|
| December 06, 2021 Filed Dec 8, 2021 09:30 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | PurchaseCommon Stock | 41 | $13.71 | $562.11 |
DisclosureSEC source: 0001567619-21-021731 · doc1.xml · nonDerivative · entry 1 Carroll Joseph W · CIK 0001871118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,041 Read SEC document |
| November 17, 2021 Filed Nov 18, 2021 12:23 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | PurchaseCommon Stock | 1,000 | $14.02 | $14,020.00 |
DisclosureSEC source: 0001567619-21-020714 · doc1.xml · nonDerivative · entry 1 Carroll Joseph W · CIK 0001871118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,000 Read SEC document |
| August 30, 2021 Filed Aug 31, 2021 13:33 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | PurchaseCommon Stock | 1,060 | $13.65 | $14,468.89 |
DisclosureSEC source: 0001567619-21-016492 · doc1.xml · nonDerivative · entry 1 Carroll Joseph W · CIK 0001871118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,000 Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 15:33 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | PurchaseCommon Stock | 1,000 | $12.79 | $12,790.00 |
DisclosureSEC source: 0001567619-21-013564 · doc1.xml · nonDerivative · entry 5 Carroll Joseph W · CIK 0001871118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,940 Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 15:33 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | PurchaseCommon Stock | 1,900 | $12.74 | $24,200.49 |
DisclosureSEC source: 0001567619-21-013564 · doc1.xml · nonDerivative · entry 4 Carroll Joseph W · CIK 0001871118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,940 Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 15:33 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | PurchaseCommon Stock | 39 | $12.73 | $496.47 |
DisclosureSEC source: 0001567619-21-013564 · doc1.xml · nonDerivative · entry 3 Carroll Joseph W · CIK 0001871118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,040 Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 15:33 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | PurchaseCommon Stock | 1 | $12.73 | $12.73 |
DisclosureSEC source: 0001567619-21-013564 · doc1.xml · nonDerivative · entry 2 Carroll Joseph W · CIK 0001871118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,001 Read SEC document |
| July 15, 2021 Filed Jul 16, 2021 15:33 UTC | PB Bankshares, Inc. PBBK · Entity 69917 | PurchaseCommon Stock | 13,000 | $12.50 | $162,500.00 |
DisclosureSEC source: 0001567619-21-013564 · doc1.xml · nonDerivative · entry 1 Carroll Joseph W · CIK 0001871118 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,000 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.