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 | January 21, 2025 | January 22, 2025 |
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 January 21, 2025 · Filed January 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock Award | 122 |
Reported balance
After 2025-01-21 transaction · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · 2025-01-21 · Grant · Acquired 122 · Balance 122 F6: 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. |
| Common StockSEC Table I · non-derivative | IndirectRestricted Stock Award | 500 |
Reported balance
Holding disclosure · report date 2025-01-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 500 F1: Award vests in five equal installments beginning on December 8, 2021 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 | 2,700 |
Reported balance
Holding disclosure · report date 2025-01-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,700 F2: Award vests in five equal installments beginning on May 10, 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 | 420 |
Reported balance
Holding disclosure · report date 2025-01-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 420 F3: 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 | 560 |
Reported balance
Holding disclosure · report date 2025-01-21 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 560 F4: 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 | 825 |
Reported balance
Holding disclosure · report date 2025-01-21 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 825 F5: 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. |
| Common StockSEC Table I · non-derivative | Direct | 67,568 |
Reported balance
Holding disclosure · report date 2025-01-21 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 67,568 |
Filing footnotes · ownership attribution and instrument terms
F1: Award vests in five equal installments beginning on December 8, 2021 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 May 10, 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 13, 2023 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 12, 2024 and annually thereafter during such periods of continued service as an Employee, Outside Director or Director Emeritus, as applicable.
F5: 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.
F6: 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.
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 |
|---|---|---|---|---|---|---|
| July 30, 2019 Filed Aug 1, 2019 19:27 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | SaleCommon Stock | 1,056 | $35.10 | $37,065.60 |
DisclosureSEC source: 0000899243-19-020812 · doc4.xml · nonDerivative · entry 2 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,925 Read SEC document |
| July 30, 2019 Filed Aug 1, 2019 19:27 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionCommon Stock | 1,056 | $17.33 | $18,300.48 |
DisclosureSEC source: 0000899243-19-020812 · doc4.xml · nonDerivative · entry 1 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,981 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 11, 2018 Filed Dec 13, 2018 17:42 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 2,500 | $32.34 | $80,850.00 |
DisclosureSEC source: 0001567619-18-007834 · doc1.xml · nonDerivative · entry 7 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Award Disclosed balance after: 2,500 F5 · balance_after: Award vests in five equal installments beginning on December 11, 2019 and annually thereafter during such periods of continued service as an Employee, Outside Director or Director Emeritus, as applicable. Read SEC document |
| November 02, 2018 Filed Nov 2, 2018 20:09 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionOptions right-to-buy · Derivative | 2,070 | $0.00 Strike: $16.67 | $0.00 |
DisclosureSEC source: 0001567619-18-005008 · doc1.xml · derivative · entry 14 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,775 Underlying: Common Stock · 2,070 shares Expires 2018-12-31 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 |
| November 02, 2018 Filed Nov 2, 2018 20:09 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | SaleCommon Stock | 2,070 | $37.85 | $78,349.50 |
DisclosureSEC source: 0001567619-18-005008 · doc1.xml · nonDerivative · entry 6 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,551 Read SEC document |
| November 02, 2018 Filed Nov 2, 2018 20:09 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionCommon Stock | 2,070 | $16.67 | $34,506.90 |
DisclosureSEC source: 0001567619-18-005008 · doc1.xml · nonDerivative · entry 5 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,621 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 |
| November 01, 2018 Filed Nov 2, 2018 20:09 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionOptions right-to-buy · Derivative | 1,603 | $0.00 Strike: $16.67 | $0.00 |
DisclosureSEC source: 0001567619-18-005008 · doc1.xml · derivative · entry 13 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,845 Underlying: Common Stock · 1,603 shares Expires 2018-12-31 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 |
| November 01, 2018 Filed Nov 2, 2018 20:09 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | SaleCommon Stock | 1,603 | $38.56 | $61,811.68 |
DisclosureSEC source: 0001567619-18-005008 · doc1.xml · nonDerivative · entry 4 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,551 Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 20:09 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionCommon Stock | 1,603 | $16.67 | $26,722.01 |
DisclosureSEC source: 0001567619-18-005008 · doc1.xml · nonDerivative · entry 3 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,154 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 |
| October 31, 2018 Filed Nov 2, 2018 20:09 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionOptions right-to-buy · Derivative | 452 | $0.00 Strike: $16.67 | $0.00 |
DisclosureSEC source: 0001567619-18-005008 · doc1.xml · derivative · entry 12 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,448 Underlying: Common Stock · 452 shares Expires 2018-12-31 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 |
| October 31, 2018 Filed Nov 2, 2018 20:09 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | SaleCommon Stock | 452 | $38.00 | $17,176.00 |
DisclosureSEC source: 0001567619-18-005008 · doc1.xml · nonDerivative · entry 2 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,551 Read SEC document |
| October 31, 2018 Filed Nov 2, 2018 20:09 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionCommon Stock | 452 | $16.67 | $7,534.84 |
DisclosureSEC source: 0001567619-18-005008 · doc1.xml · nonDerivative · entry 1 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,003 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 |
| April 25, 2018 Filed Apr 25, 2018 17:37 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | PurchaseCommon Stock | 900 | $30.25 | $27,225.00 |
DisclosureSEC source: 0001140361-18-019494 · doc1.xml · nonDerivative · entry 1 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,551 Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 14:49 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon stock | 3,000 | $32.81 | $98,430.00 |
DisclosureSEC source: 0001140361-17-046144 · doc1.xml · nonDerivative · entry 6 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Awad Disclosed balance after: 3,000 F4 · balance_after: Award vests in five equal installments beginning on December 12, 2018 and annually thereafter during such periods of continued service as an Employee, Outside Director or Director Emeritus, as applicable. Read SEC document |
| June 16, 2017 Filed Jun 16, 2017 19:14 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionOptions - Right to Buy · Derivative | 2,750 | $0.00 Strike: $28.41 | $0.00 |
DisclosureSEC source: 0001140361-17-025305 · doc1.xml · derivative · entry 7 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,600 Underlying: Common Stock · 2,750 shares Expires 2017-12-31 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 |
| June 16, 2017 Filed Jun 16, 2017 19:14 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | SaleCommon Stock | 2,750 | $40.00 | $110,000.00 |
DisclosureSEC source: 0001140361-17-025305 · doc1.xml · nonDerivative · entry 2 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,342 Read SEC document |
| June 16, 2017 Filed Jun 16, 2017 19:14 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionCommon Stock | 2,750 | $28.41 | $78,127.50 |
DisclosureSEC source: 0001140361-17-025305 · doc1.xml · nonDerivative · entry 1 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,092 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 13, 2016 Filed Dec 15, 2016 15:09 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | GrantCommon Stock | 2,000 | $33.56 | $67,120.00 |
DisclosureSEC source: 0001140361-16-089730 · doc1.xml · nonDerivative · entry 5 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Restricted Stock Award Disclosed balance after: 2,000 F3 · balance_after: Award vests in five equal installments beginning on December 13, 2017 and annually thereafter during such periods of continued service as an Employee, Outside Director or Director Emeritus, as applicable. Read SEC document |
| November 16, 2016 Filed Nov 16, 2016 20:29 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionOptions right-to-buy · Derivative | 2,750 | $0.00 Strike: $28.64 | $0.00 |
DisclosureSEC source: 0001140361-16-086946 · doc1.xml · derivative · entry 6 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,350 Underlying: Common Stock · 2,750 shares Expires 2016-12-29 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 |
| November 16, 2016 Filed Nov 16, 2016 20:29 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | SaleCommon Stock | 2,750 | $29.45 | $80,987.50 |
DisclosureSEC source: 0001140361-16-086946 · doc1.xml · nonDerivative · entry 2 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,592 Read SEC document |
| November 16, 2016 Filed Nov 16, 2016 20:29 UTC | NORWOOD FINANCIAL CORP NWFL · Entity 5720 | Exercise / conversionCommon Stock | 2,750 | $28.64 | $78,760.00 |
DisclosureSEC source: 0001140361-16-086946 · doc1.xml · nonDerivative · entry 1 CRITELLI LEWIS J · CIK 0001192337 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,342 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.