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. 90.1% of the shares are freely tradable; institutional investors hold 41.7%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 7.13 | 776,358 | +17.5 | 06/30/2026 |
| Wellington Management Company LLP | 5.21 | 567,505 | -24.4 | 06/30/2026 |
| Vanguard Capital Management, LLC | 4.06 | 441,759 | +3.2 | 06/30/2026 |
| Geode Capital Management, LLC | 2.37 | 258,159 | +8.7 | 06/30/2026 |
| Manufacturers Life Insurance Co | 1.60 | 174,278 | -0.4 | 06/30/2026 |
| Bulldog Investors, LLC | 1.56 | 170,000 | +0.0 | 06/30/2026 |
| Cornerstone Wealth Group, LLC | 1.53 | 166,585 | +0.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 2.92 | 318,320 | +0.0 | 09/30/2026 |
| iShares Russell 2000 ETF | 2.55 | 277,612 | -1.1 | 09/30/2026 |
| 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 | 136,167 | 4,983,712 $ | Oct 13, 2026 | direct |
| Carroll Joseph W | Director | 41,946 | 1,535,224 $ | Oct 13, 2026 | direct |
| Gifford Jeffrey S | Director | 26,889 | 984,137 $ | Oct 13, 2026 | direct |
| Matergia Ralph A | Director | 26,725 | 978,135 $ | Oct 13, 2026 | direct |
| Phillips Kenneth A | Director | 16,012 | 586,039 $ | Oct 13, 2026 | direct |
| Shook James | Director | 12,705 | 465,003 $ | Oct 13, 2026 | direct |
| Forte Andrew | Director | 12,426 | 454,792 $ | Oct 13, 2026 | direct |
| Schmalzle Ronald R | Director | 8,997 | 329,290 $ | Oct 13, 2026 | direct |
| Andress Spencer J | Director | 8,532 | 312,271 $ | Oct 13, 2026 | direct |
| O'Bell Vincent | EVP & Chief Lending Officer | 6,642 | 243,097 $ | Sep 4, 2026 | direct |
| Hungerford Meg L | Director | 6,450 | 236,070 $ | Oct 13, 2026 | direct |
| Nolan Alexandra K | Director | 3,013 | 110,276 $ | Oct 13, 2026 | direct |
| Nacinovich Marissa S | Director | 691 | 25,291 $ | Oct 13, 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 |
|---|---|---|---|---|---|---|
| Oct 13, 2026 | Andress Spencer J | Director | Other | 40 | 33.70 | 1,348 |
| Oct 13, 2026 | Carroll Joseph W | Director | Other | 40 | 33.70 | 1,348 |
| Oct 13, 2026 | Forte Andrew | Director | Other | 50 | 33.70 | 1,685 |
| Oct 13, 2026 | Gifford Jeffrey S | Director | Other | 40 | 33.70 | 1,348 |
| Oct 13, 2026 | Hungerford Meg L | Director | Other | 40 | 33.70 | 1,348 |
| Oct 13, 2026 | Lamont Kevin M | Director | Other | 40 | 33.70 | 1,348 |
| Oct 13, 2026 | Matergia Ralph A | Director | Other | 40 | 33.70 | 1,348 |
| Oct 13, 2026 | Nacinovich Marissa S | Director | Other | 40 | 33.70 | 1,348 |
| Oct 13, 2026 | Nolan Alexandra K | Director | Other | 40 | 33.70 | 1,348 |
| Oct 13, 2026 | Phillips Kenneth A | Director | Other | 40 | 33.70 | 1,348 |
| Oct 13, 2026 | Schmalzle Ronald R | Director | Other | 40 | 33.70 | 1,348 |
| Oct 13, 2026 | Shook James | Director | Other | 40 | 33.70 | 1,348 |
| 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 |
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: November 4, 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.