Fidelity D And D Bancorp Inc has 3 Schedule 13D or 13G filings on record since 2025-07-16. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Mcdonald Michael J | 6% | 348,635 | SCHEDULE 13D, 2026-01-15 | 2026-01-08 |
| BlackRock, Inc. | 5.1% | 298,237 | SCHEDULE 13G, 2026-07-28 | 2026-06-30 |
Purpose of Transaction (Item 4)
Mcdonald Michael J
The Reporting Person and Katherine Thornton were appointed as co-executors of the Estate under the will of Mary E. McDonald, the aunt of the Reporting Person and Ms. Thornton on January 8, 2026. As a result of being named co-executor of the Estate, Reporting Person acquired shared beneficial ownership of the 140,938.414481 shares of the Issuer's Common Stock held by the Estate. Pursuant to the terms of the will, Reporting Person has the option to purchase all, some or none of the Issuer's Common Stock held by the Estate until the later of three (3) months following the date of Mary E. McDonald's death or one (1) month after the Reporting Person receives all insurance proceeds payable to him as a result of her death, which deadlines may be extended under certain circumstances as set forth in the will. As of the date of this statement, the Reporting Person intends to use the insurance proceeds, when available and received, to exercise the option to purchase some of the shares of the Issuer's Common Stock held by the Estate. However, the Reporting Person has not made any decision whether to exercise, in whole or in part or not at all, the option to purchase any remaining shares of the Issuer's Common Stock held by the Estate. Other than as described in this Item 4, or otherwise in this statement, the Reporting Person (individually and in his capacity as co-executor of the Estate) currently has no plans or proposals which relate to, or would result in, any of the purposes …The first part of Item 4 of the SCHEDULE 13D filed 2026-01-15; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-16 | BlackRock, Inc. | 4.9% | SCHEDULE 13G/A |
| 2026-01-15 | Mcdonald Michael J | 6% | SCHEDULE 13D |
| 2026-07-28 | BlackRock, Inc. | 5.1% | SCHEDULE 13G |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.