Company Analysis

Norwood Financial Corp. (NWFL)

Nasdaq: NWFL · State Commercial Banks · Honesdale, PA · filing with the SEC since 1996
Grade5.4
◀ Past 6.3● Present 3.7▶ Future 6.4

Who owns Norwood Financial Corp.

As filed with the SEC
Holders of 5% or more
1
Wellington Management Group LLP holds 5.2% of Common Stock, as its SCHEDULE 13G/A filed Aug 13, 2026 says.
Directors and officers
17
report now, of 26 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
Wellington Management Group LLP
SCHEDULE 13G/A · filed Aug 13, 2026 · Common Stock · 6.9% in May 15, 2026
5.2%
Bay Pond Partners, L.P.
SCHEDULE 13G/A · filed Feb 10, 2026 · Common Stock · reported falling below 5%, from 5.1% in Dec 4, 2025
under 5%
What NWFL reports owning in othersstakes of 5% or more, and other ties

4 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 13, 2026. Its Form 13F-HR for Mar 31, 2024 lists 287 holdings. The record carries no value for them.

Insider tradesForm 4
4sales
19purchases
0sales on a scheduled plan
1people selling
$100,000sold, in dollars
$500,000bought, in dollars
Open-market trades on Form 4 from Nov 12, 2025 to Nov 12, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
17181920212223242526
2026 runs to Nov 12, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window7 of 26 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
O'Bell VincentEVP & Chief Lending Officer4$100,00000$0
Carroll Joseph Wdirector0$0011$200,000
Shook Jamesdirector0$003$200,000
Donnelly James OPresident & CEO0$002$0
Mccaffery John Martin JrEVP & CFO0$001$0
Forte Andrewdirector0$001$0
Schmalzle Ronald Rdirector0$001$0
SI Assistanton NWFL · research, not advice