Norwood Financial Corp
Ownership
Ownership Structure
Who owns Norwood Financial Corp (NWFL)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 90.3% of the shares are freely tradable; institutional investors hold 41.7%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 6.07 | 660,683 | +12.9 | 03/31/2026 |
| Wellington Management Company LLP | 5.21 | 567,505 | -24.4 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.93 | 428,058 | +0.0 | 03/31/2026 |
| UBS Group AG | 2.20 | 239,670 | +746.0 | 03/31/2026 |
| Geode Capital Management, LLC | 2.18 | 237,415 | +8.2 | 03/31/2026 |
| Manufacturers Life Insurance Co | 1.61 | 175,061 | -1.0 | 03/31/2026 |
| Bulldog Investors, LLC | 1.56 | 170,000 | +13.0 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 2.92 | 318,320 | +0.0 | 07/31/2026 |
| iShares Russell 2000 ETF | 2.50 | 272,062 | -0.6 | 08/31/2026 |
| Total Return Securities Fund | 1.56 | 170,000 | +0.0 | 06/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Lamont Kevin M | Director | 136,127 | 4,791,670 $ | Sep 10, 2026 | direct |
| Carroll Joseph W | Director | 41,906 | 1,475,091 $ | Sep 10, 2026 | direct |
| Gifford Jeffrey S | Director | 26,849 | 945,085 $ | Sep 10, 2026 | direct |
| Matergia Ralph A | Director | 26,685 | 939,312 $ | Sep 10, 2026 | direct |
| Phillips Kenneth A | Director | 15,972 | 562,214 $ | Sep 10, 2026 | direct |
| Shook James | Director | 12,665 | 445,808 $ | Sep 10, 2026 | direct |
| Forte Andrew | Director | 12,376 | 435,635 $ | Sep 10, 2026 | direct |
| Schmalzle Ronald R | Director | 8,957 | 315,286 $ | Sep 10, 2026 | direct |
| Andress Spencer J | Director | 8,492 | 298,918 $ | Sep 10, 2026 | direct |
| O'Bell Vincent | EVP & Chief Lending Officer | 6,642 | 233,798 $ | Sep 4, 2026 | direct |
| Hungerford Meg L | Director | 6,410 | 225,632 $ | Sep 10, 2026 | direct |
| Nolan Alexandra K | Director | 2,973 | 104,650 $ | Sep 10, 2026 | direct |
| Nacinovich Marissa S | Director | 651 | 22,915 $ | Sep 10, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | Andress Spencer J | Director | Other | 39 | 34.47 | 1,344 |
| Sep 10, 2026 | Carroll Joseph W | Director | Other | 39 | 34.47 | 1,344 |
| Sep 10, 2026 | Forte Andrew | Director | Other | 48 | 34.47 | 1,655 |
| Sep 10, 2026 | Gifford Jeffrey S | Director | Other | 39 | 34.47 | 1,344 |
| Sep 10, 2026 | Hungerford Meg L | Director | Other | 39 | 34.47 | 1,344 |
| Sep 10, 2026 | Lamont Kevin M | Director | Other | 39 | 34.47 | 1,344 |
| Sep 10, 2026 | Matergia Ralph A | Director | Other | 39 | 34.47 | 1,344 |
| Sep 10, 2026 | Nacinovich Marissa S | Director | Other | 39 | 34.47 | 1,344 |
| Sep 10, 2026 | Nolan Alexandra K | Director | Other | 39 | 34.47 | 1,344 |
| Sep 10, 2026 | Phillips Kenneth A | Director | Other | 39 | 34.47 | 1,344 |
| Sep 10, 2026 | Schmalzle Ronald R | Director | Other | 39 | 34.47 | 1,344 |
| Sep 10, 2026 | Shook James | Director | Other | 39 | 34.47 | 1,344 |
| Sep 4, 2026 | O'Bell Vincent | EVP & Chief Lending Officer | Other | 1,500 | 26.93 | 40,395 |
| Sep 4, 2026 | O'Bell Vincent | EVP & Chief Lending Officer | Other | 750 | 22.37 | 16,780 |
| Sep 2, 2026 | O'Bell Vincent | EVP & Chief Lending Officer | Sell | 300 | 34.68 | 10,403 |
| Sep 2, 2026 | O'Bell Vincent | EVP & Chief Lending Officer | Sell | 100 | 34.61 | 3,461 |
| Sep 2, 2026 | O'Bell Vincent | EVP & Chief Lending Officer | Sell | 1,100 | 34.50 | 37,952 |
| Sep 2, 2026 | O'Bell Vincent | EVP & Chief Lending Officer | Sell | 1,500 | 34.50 | 51,753 |
| Sep 2, 2026 | O'Bell Vincent | EVP & Chief Lending Officer | Other | 1,500 | 32.34 | 48,510 |
| Aug 10, 2026 | Andress Spencer J | Director | Other | 40 | 34.02 | 1,361 |
| Aug 10, 2026 | Carroll Joseph W | Director | Other | 40 | 34.02 | 1,361 |
| Aug 10, 2026 | Forte Andrew | Director | Other | 49 | 34.02 | 1,667 |
| Aug 10, 2026 | Gifford Jeffrey S | Director | Other | 40 | 34.02 | 1,361 |
| Aug 10, 2026 | Hungerford Meg L | Director | Other | 40 | 34.02 | 1,361 |
| Aug 10, 2026 | Lamont Kevin M | Director | Other | 40 | 34.02 | 1,361 |
| Aug 10, 2026 | Matergia Ralph A | Director | Other | 40 | 34.02 | 1,361 |
| Aug 10, 2026 | Nacinovich Marissa S | Director | Other | 40 | 34.02 | 1,361 |
| Aug 10, 2026 | Nolan Alexandra K | Director | Other | 40 | 34.02 | 1,361 |
| Aug 10, 2026 | Phillips Kenneth A | Director | Other | 40 | 34.02 | 1,361 |
| Aug 10, 2026 | Schmalzle Ronald R | Director | Other | 40 | 34.02 | 1,361 |
| Aug 10, 2026 | Shook James | Director | Other | 40 | 34.02 | 1,361 |
| Jul 28, 2026 | Shook James | Director | Buy | 3,100 | 34.55 | 107,105 |
| Jul 10, 2026 | Andress Spencer J | Director | Other | 43 | 31.88 | 1,371 |
| Jul 10, 2026 | Carroll Joseph W | Director | Other | 43 | 31.88 | 1,371 |
| Jul 10, 2026 | Forte Andrew | Director | Other | 52 | 31.88 | 1,658 |
| Jul 10, 2026 | Gifford Jeffrey S | Director | Other | 43 | 31.88 | 1,371 |
| Jul 10, 2026 | Hungerford Meg L | Director | Other | 43 | 31.88 | 1,371 |
| Jul 10, 2026 | Lamont Kevin M | Director | Other | 43 | 31.88 | 1,371 |
| Jul 10, 2026 | Matergia Ralph A | Director | Other | 43 | 31.88 | 1,371 |
| Jul 10, 2026 | Nacinovich Marissa S | Director | Other | 43 | 31.88 | 1,371 |
| Jul 10, 2026 | Nolan Alexandra K | Director | Other | 43 | 31.88 | 1,371 |
| Jul 10, 2026 | Phillips Kenneth A | Director | Other | 43 | 31.88 | 1,371 |
| Jul 10, 2026 | Schmalzle Ronald R | Director | Other | 43 | 31.88 | 1,371 |
| Jul 10, 2026 | Shook James | Director | Other | 43 | 31.88 | 1,371 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.