Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NORWOOD FINANCIAL CORPNWFL · Entity 5720 | Director · President & CEO | April 29, 2026 | April 30, 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 April 29, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 300 |
Reported balance
After 2026-04-29 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-04-29 · Purchase · Acquired 100 · Balance 300 |
| Common StockSEC Table I · non-derivative | Direct | 11,700 |
Reported balance
Holding disclosure · report date 2026-04-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 11,700 |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock | 300 |
Reported balance
Holding disclosure · report date 2026-04-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 300 F1: Award vests at a rate of 70% as of the one-year anniversary of the date of the grant, May 10, 2022, and then at a rate of 10% annually thereafter until such stock award shares are fully vested. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock | 1,000 |
Reported balance
Holding disclosure · report date 2026-04-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,000 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 | 3,868 |
Reported balance
Holding disclosure · report date 2026-04-29 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 3,868 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 | 4,738 |
Reported balance
Holding disclosure · report date 2026-04-29 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 4,738 F4: 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. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock | 6,651 |
Reported balance
Holding disclosure · report date 2026-04-29 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 6,651 F5: Award vests in five 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: Award vests at a rate of 70% as of the one-year anniversary of the date of the grant, May 10, 2022, and then at a rate of 10% annually thereafter until such stock award shares are fully vested.
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 an Employee, Outside Director or Director Emeritus, as applicable.
F5: Award vests in five 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 |
|---|---|---|---|---|---|---|
| April 29, 2026 Filed Apr 30, 2026 20:13 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 100 | $29.06 | $2,906.00 |
DisclosureSEC source: 0001437749-26-014206 · rdgdoc.xml · nonDerivative · entry 2 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 300 Read SEC document |
| January 27, 2026 Filed Jan 28, 2026 20:47 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 200 | $28.15 | $5,630.00 |
DisclosureSEC source: 0001193125-26-027144 · ownership.xml · nonDerivative · entry 2 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · IRA Disclosed balance after: 200 Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 22:12 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 6,651 | $29.80 | $198,199.80 |
DisclosureSEC source: 0001193125-25-325068 · ownership.xml · nonDerivative · entry 6 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Restricted Stock Disclosed balance after: 6,651 F5 · balance_after: Award vests in five 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 |
| August 06, 2025 Filed Aug 6, 2025 18:17 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 200 | $23.90 | $4,780.00 |
DisclosureSEC source: 0000950170-25-103813 · ownership.xml · nonDerivative · entry 1 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,663 Read SEC document |
| July 25, 2025 Filed Jul 28, 2025 20:24 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 100 | $24.40 | $2,440.00 |
DisclosureSEC source: 0000950170-25-099196 · ownership.xml · nonDerivative · entry 1 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,463 Read SEC document |
| April 24, 2025 Filed Apr 28, 2025 13:12 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 100 | $24.30 | $2,430.00 |
DisclosureSEC source: 0000950170-25-058996 · ownership.xml · nonDerivative · entry 1 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,036 Read SEC document |
| December 24, 2024 Filed Dec 26, 2024 23:46 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 5,923 | $27.25 | $161,401.75 |
DisclosureSEC source: 0000950170-24-140581 · ownership.xml · nonDerivative · entry 5 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Restricted Stock Award Disclosed balance after: 5,923 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 19, 2024 Filed Dec 23, 2024 23:54 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 1,538 | $26.00 | $39,988.00 |
DisclosureSEC source: 0000950170-24-139811 · ownership.xml · nonDerivative · entry 1 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,609 Read SEC document |
| December 19, 2024 Filed Feb 13, 2025 20:39 UTC Amendment | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 1,538 | $26.00 | $39,988.00 |
DisclosureSEC source: 0000950170-25-019807 · ownership.xml · nonDerivative · entry 1 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,936 F4 · balance_after: Includes 1,789 restricted shares that vested but were previously unreported and includes 1,538 shares which were purchased on 12/19/24 that were not reported in the Amount of Securities Beneficially Owned Following Reported Transaction. Read SEC document |
| April 23, 2024 Filed Apr 24, 2024 16:57 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 100 | $24.57 | $2,457.00 |
DisclosureSEC source: 0000950170-24-047409 · ownership.xml · nonDerivative · entry 1 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,193 Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 18:47 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 193 | $25.95 | $5,008.35 |
DisclosureSEC source: 0000950170-24-019239 · ownership.xml · nonDerivative · entry 1 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,093 Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 19:35 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 6.446 | $29.66 | $191.19 |
DisclosureSEC source: 0000899243-23-020630 · doc4.xml · nonDerivative · entry 4 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Restricted Stock Award Disclosed balance after: 6,446 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 |
| October 25, 2023 Filed Oct 27, 2023 14:41 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 100 | $24.35 | $2,435.00 |
DisclosureSEC source: 0000950170-23-055818 · ownership.xml · nonDerivative · entry 1 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,400 Read SEC document |
| April 27, 2023 Filed Apr 28, 2023 16:17 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 200 | $25.80 | $5,160.00 |
DisclosureSEC source: 0000950170-23-015583 · ownership.xml · nonDerivative · entry 1 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,200 Read SEC document |
| March 10, 2023 Filed Mar 13, 2023 18:35 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 250 | $32.88 | $8,220.00 |
DisclosureSEC source: 0000899243-23-008224 · doc4.xml · nonDerivative · entry 1 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 22:23 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 2,500 | $33.53 | $83,825.00 |
DisclosureSEC source: 0000899243-22-038636 · doc4.xml · nonDerivative · entry 3 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Award Disclosed balance after: 2,500 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 |
| August 09, 2022 Filed Aug 9, 2022 20:05 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 400 | $24.96 | $9,984.00 |
DisclosureSEC source: 0000899243-22-028086 · doc4.xml · nonDerivative · entry 1 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Read SEC document |
| May 12, 2022 Filed May 16, 2022 17:45 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 350 | $24.99 | $8,746.50 |
DisclosureSEC source: 0000899243-22-018100 · doc4.xml · nonDerivative · entry 1 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350 Read SEC document |
| May 10, 2022 Filed May 11, 2022 19:51 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 3,000 | $25.71 | $77,130.00 |
DisclosureSEC source: 0000899243-22-017625 · doc4.xml · nonDerivative · entry 1 Donnelly James O · CIK 0001926425 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Award Disclosed balance after: 3,000 F1 · balance_after: Award vests at a rate of 70% as of the one-year anniversary of the date of grant, and then at the rate of 10% annually thereafter until such stock award shares are fully earned. 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.