| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
EVP & CFO | Executive Vice President & CFO
1 company
William S Lance last filed a Form 4 in December 2023, as EVP & CFO at NWFL. William S Lance's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Our model assigns William S Lance a below-average insider score of 46/100, based on 6 past trades. Over a 12-month horizon, 33.3% of those trades were profitable, with an average 12-month return of -0.2%.
At the last filing, the largest reported position was 1,500 shares of NWFL. The NWFL filings lean toward selling, a net 9,810 shares.
William S Lance has 17 Form 4 filings on record from August 2015 to December 2023, all as EVP & CFO at Norwood Financial (NWFL), 2015–2023.
The 27 reported transactions were 9 stock awards, 8 option exercises, 8 open-market sales and 1 tax withholding, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 1 purchase worth about $4K and 6 sales worth about $318K.
The only open-market purchase was 140 shares of NWFL at an average $28.22 on August 24, 2015, about $4K.
The largest open-market sale was 2,250 shares of NWFL at an average $34.25 on February 7, 2023, about $77K. Twelve months later NWFL was down 21%.
Shares as reported in the last Form 4 for each company; the most recent is from December 2023. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 7, 2023 | NWFL Norwood Financial Corp | EVP & CFO | Sale+OE | 2,250 | $34.25 | $77,062.50 | -20.1% | -24.7% | -21.2% | |
| Aug 29, 2022 | NWFL Norwood Financial Corp | EVP & CFO | Sale+OE | 1,546 | $26.10 | $40,343.22 | -16.9% | +22.9% | +9.3% | |
| Aug 25, 2022 | NWFL Norwood Financial Corp | EVP & CFO | Sale+OE | 929 | $26.00 | $24,154.00 | -10.9% | +22.6% | +5.2% | |
| Jun 16, 2021 | NWFL Norwood Financial Corp | EVP & CFO | Sale+OE | 2,475 | $25.91 | $64,127.25 | -28.4% | -1.9% | -3.7% | |
| Jun 28, 2017 | NWFL Norwood Financial Corp | Executive Vice President & CFO | Sale+OE | 1,650 | $42.00 | $69,300.00 | -51.6% | - | - | |
| May 31, 2017 | NWFL Norwood Financial Corp | Executive Vice President & CFO | Sale+OE | 1,100 | $38.90 | $42,790.00 | -41.5% | - | - | |
| Aug 24, 2015 | NWFL Norwood Financial Corp | Executive Vice President & CFO | Buy | 140 | $28.22 | $3,950.80 | +16.3% | - | - |