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Nasdaq · USD

OBT

Orange County Bancorp, Inc. /DE/

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Tapewire entity
5467
SEC CIK
0001754226
Parsed reports
643

Last 12 months

Inside the activity.

1 purchase rows · 5 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202502
Jan 202600
Feb 202600
Mar 202610
Apr 202600
May 202600
Jun 202600
Jul 202601
Aug 202602
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
October 01, 2026 Filed Oct 3, 2026 00:17 UTC GrantPhantom Stock · Derivative Not disclosed $37.19 $34.00
Disclosure

SEC source: 0001437749-26-031881 · rdgdoc.xml · derivative · entry 2

Tirado Olga Luz · CIK 0001995774 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 352

Underlying: Common Stock · 34 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
October 01, 2026 Filed Oct 3, 2026 00:21 UTC GrantPhantom Stock · Derivative Not disclosed $37.19 $152.00
Disclosure

SEC source: 0001437749-26-031889 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,493

Underlying: Common Stock · 152 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
October 01, 2026 Filed Oct 3, 2026 00:18 UTC GrantPhantom Stock · Derivative Not disclosed $37.19 $609.00
Disclosure

SEC source: 0001437749-26-031885 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,425

Underlying: Common Stock · 609 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
October 01, 2026 Filed Oct 3, 2026 00:22 UTC GrantPhantom Stock · Derivative Not disclosed $37.19 $609.00
Disclosure

SEC source: 0001437749-26-031893 · rdgdoc.xml · derivative · entry 6

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,309

Underlying: Common Stock · 609 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
October 01, 2026 Filed Oct 3, 2026 00:19 UTC GrantPhantom Stock · Derivative Not disclosed $37.19 $121.00
Disclosure

SEC source: 0001437749-26-031887 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,535

Underlying: Common Stock · 121 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
October 01, 2026 Filed Oct 3, 2026 00:18 UTC
Schiller JonDirector
GrantPhantom Stock · Derivative Not disclosed $37.19 $540.00
Disclosure

SEC source: 0001437749-26-031883 · rdgdoc.xml · derivative · entry 2

Schiller Jon · CIK 0002040355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,566

Underlying: Common Stock · 540 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
October 01, 2026 Filed Oct 3, 2026 00:22 UTC GrantPhantom Stock · Derivative Not disclosed $37.19 $540.00
Disclosure

SEC source: 0001437749-26-031891 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,359

Underlying: Common Stock · 540 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
September 15, 2026 Filed Sep 21, 2026 20:48 UTC Amendment
Sousa GregoryEVP and Deputy CLO
GrantPhantom Stock · Derivative Not disclosed $38.78 $23.00
Disclosure

SEC source: 0001437749-26-030837 · rdgdoc.xml · derivative · entry 3

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,992

Underlying: Common Stock · 23 shares

Expires not disclosed

F5 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.

F5 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.

F5 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.

Read SEC document
September 15, 2026 Filed Sep 16, 2026 21:06 UTC GrantPhantom Stock · Derivative Not disclosed $38.78 $1.00
Disclosure

SEC source: 0001437749-26-030578 · rdgdoc.xml · derivative · entry 2

Tirado Olga Luz · CIK 0001995774 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 319

Underlying: Common Stock · 1 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
September 15, 2026 Filed Sep 16, 2026 21:04 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative Not disclosed $38.78 $123.00
Disclosure

SEC source: 0001437749-26-030576 · rdgdoc.xml · derivative · entry 3

Gilfeather Michael J · CIK 0001333208 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,719

Underlying: Common Stock · 123 shares

Expires not disclosed

F6 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F6 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F6 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
September 15, 2026 Filed Sep 16, 2026 21:04 UTC GrantPhantom Stock · Derivative Not disclosed $38.78 $119.00
Disclosure

SEC source: 0001437749-26-030574 · rdgdoc.xml · derivative · entry 6

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,699

Underlying: Common Stock · 119 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
September 15, 2026 Filed Sep 16, 2026 21:03 UTC GrantPhantom Stock · Derivative Not disclosed $38.78 $87.00
Disclosure

SEC source: 0001437749-26-030572 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,819

Underlying: Common Stock · 87 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
September 15, 2026 Filed Sep 16, 2026 21:02 UTC GrantPhantom Stock · Derivative Not disclosed $38.78 $48.00
Disclosure

SEC source: 0001437749-26-030569 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,341

Underlying: Common Stock · 48 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
September 15, 2026 Filed Sep 16, 2026 21:00 UTC
Lesler MichaelEVP, Chief Financial Officer
GrantPhantom Stock · Derivative Not disclosed $38.78 $12.00
Disclosure

SEC source: 0001437749-26-030567 · rdgdoc.xml · derivative · entry 4

Lesler Michael · CIK 0001393132 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,543

Underlying: Common Stock · 12 shares

Expires not disclosed

F5 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.

F5 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.

F5 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.

Read SEC document
September 15, 2026 Filed Sep 16, 2026 20:59 UTC GrantPhantom Stock · Derivative Not disclosed $38.78 $10.00
Disclosure

SEC source: 0001437749-26-030565 · rdgdoc.xml · derivative · entry 4

Morrison William D · CIK 0001875297 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,188

Underlying: Common Stock · 10 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
September 15, 2026 Filed Sep 16, 2026 20:58 UTC GrantPhantom Stock · Derivative Not disclosed $38.78 $34.00
Disclosure

SEC source: 0001437749-26-030563 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,414

Underlying: Common Stock · 34 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
September 15, 2026 Filed Sep 16, 2026 20:55 UTC GrantPhantom Stock · Derivative Not disclosed $38.78 $124.00
Disclosure

SEC source: 0001437749-26-030561 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,816

Underlying: Common Stock · 124 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
September 15, 2026 Filed Sep 16, 2026 20:54 UTC
Schiller JonDirector
GrantPhantom Stock · Derivative Not disclosed $38.78 $28.00
Disclosure

SEC source: 0001437749-26-030559 · rdgdoc.xml · derivative · entry 2

Schiller Jon · CIK 0002040355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,026

Underlying: Common Stock · 28 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
September 15, 2026 Filed Sep 16, 2026 20:54 UTC
Sousa GregoryEVP and Deputy CLO
GrantPhantom Stock · Derivative Not disclosed $38.78 $23.00
Disclosure

SEC source: 0001437749-26-030557 · rdgdoc.xml · derivative · entry 3

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,992

Underlying: Common Stock · 23 shares

Expires not disclosed

F5 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.

F5 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.

F5 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.

Read SEC document
August 04, 2026 Filed Aug 5, 2026 16:13 UTC
Rooney StephenSVP, Chief Credit Officer
SaleCommon Stock 1,500 $38.71 $58,065.00
Disclosure

SEC source: 0001437749-26-025845 · rdgdoc.xml · nonDerivative · entry 1

Rooney Stephen · CIK 0001464333 · SVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,606

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.

F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026.

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 19, 2027.

Read SEC document
August 03, 2026 Filed Aug 3, 2026 17:42 UTC
Sousa GregoryEVP and Deputy CLO
SaleCommon Stock 1,882 $38.75 $72,927.50
Disclosure

SEC source: 0001437749-26-025390 · rdgdoc.xml · nonDerivative · entry 2

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,572

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.

F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026.

F3 · balance_after: Restricted stock units which vest at a rate of 1/3 per year commencing on March 19, 2027.

Read SEC document
July 30, 2026 Filed Aug 3, 2026 17:42 UTC
Sousa GregoryEVP and Deputy CLO
SaleCommon Stock 1,165 $38.75 $45,143.75
Disclosure

SEC source: 0001437749-26-025390 · rdgdoc.xml · nonDerivative · entry 1

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,454

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.

F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026.

F3 · balance_after: Restricted stock units which vest at a rate of 1/3 per year commencing on March 19, 2027.

Read SEC document
July 22, 2026 Filed Jul 23, 2026 15:04 UTC GrantPhantom Stock · Derivative Not disclosed $37.19 $54.00
Disclosure

SEC source: 0001437749-26-024249 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,691

Underlying: Common Stock · 54 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
July 01, 2026 Filed Jul 6, 2026 21:51 UTC GrantPhantom Stock · Derivative Not disclosed $37.46 $536.00
Disclosure

SEC source: 0001437749-26-022837 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,730

Underlying: Common Stock · 536 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
July 01, 2026 Filed Jul 6, 2026 21:44 UTC
Schiller JonDirector
GrantPhantom Stock · Derivative Not disclosed $37.46 $536.00
Disclosure

SEC source: 0001437749-26-022828 · rdgdoc.xml · derivative · entry 2

Schiller Jon · CIK 0002040355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,996

Underlying: Common Stock · 536 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
July 01, 2026 Filed Jul 6, 2026 21:54 UTC GrantPhantom Stock · Derivative Not disclosed $37.46 $120.00
Disclosure

SEC source: 0001437749-26-022844 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,380

Underlying: Common Stock · 120 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
July 01, 2026 Filed Jul 6, 2026 21:52 UTC GrantPhantom Stock · Derivative Not disclosed $37.46 $605.00
Disclosure

SEC source: 0001437749-26-022839 · rdgdoc.xml · derivative · entry 6

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,579

Underlying: Common Stock · 605 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
July 01, 2026 Filed Jul 6, 2026 21:45 UTC GrantPhantom Stock · Derivative Not disclosed $37.46 $658.00
Disclosure

SEC source: 0001437749-26-022830 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,637

Underlying: Common Stock · 658 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
July 01, 2026 Filed Jul 6, 2026 21:53 UTC GrantPhantom Stock · Derivative Not disclosed $37.46 $33.00
Disclosure

SEC source: 0001437749-26-022841 · rdgdoc.xml · derivative · entry 2

Tirado Olga Luz · CIK 0001995774 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 317

Underlying: Common Stock · 33 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
July 01, 2026 Filed Jul 6, 2026 21:50 UTC GrantPhantom Stock · Derivative Not disclosed $37.46 $151.00
Disclosure

SEC source: 0001437749-26-022835 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,292

Underlying: Common Stock · 151 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
June 15, 2026 Filed Jun 17, 2026 13:58 UTC GrantPhantom Stock · Derivative Not disclosed $35.35 $92.00
Disclosure

SEC source: 0001437749-26-020879 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,194

Underlying: Common Stock · 92 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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June 15, 2026 Filed Jun 17, 2026 13:52 UTC
Schiller JonDirector
GrantPhantom Stock · Derivative Not disclosed $35.35 $28.00
Disclosure

SEC source: 0001437749-26-020867 · rdgdoc.xml · derivative · entry 2

Schiller Jon · CIK 0002040355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,460

Underlying: Common Stock · 28 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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June 15, 2026 Filed Jun 17, 2026 13:54 UTC GrantPhantom Stock · Derivative Not disclosed $35.35 $37.00
Disclosure

SEC source: 0001437749-26-020871 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,260

Underlying: Common Stock · 37 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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June 15, 2026 Filed Jun 17, 2026 13:44 UTC
Sousa GregoryEVP and Deputy CLO
GrantPhantom Stock · Derivative Not disclosed $35.35 $25.00
Disclosure

SEC source: 0001437749-26-020865 · rdgdoc.xml · derivative · entry 3

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,969

Underlying: Common Stock · 25 shares

Expires not disclosed

F5 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.

F5 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.

F5 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.

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June 15, 2026 Filed Jun 17, 2026 13:55 UTC GrantPhantom Stock · Derivative Not disclosed $35.35 $11.00
Disclosure

SEC source: 0001437749-26-020873 · rdgdoc.xml · derivative · entry 4

Morrison William D · CIK 0001875297 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,178

Underlying: Common Stock · 11 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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June 15, 2026 Filed Jun 17, 2026 13:59 UTC GrantPhantom Stock · Derivative Not disclosed $35.35 $127.00
Disclosure

SEC source: 0001437749-26-020881 · rdgdoc.xml · derivative · entry 6

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,974

Underlying: Common Stock · 127 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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June 15, 2026 Filed Jun 17, 2026 14:00 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative Not disclosed $35.35 $134.00
Disclosure

SEC source: 0001437749-26-020883 · rdgdoc.xml · derivative · entry 3

Gilfeather Michael J · CIK 0001333208 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,596

Underlying: Common Stock · 134 shares

Expires not disclosed

F6 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F6 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F6 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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June 15, 2026 Filed Jun 17, 2026 13:53 UTC GrantPhantom Stock · Derivative Not disclosed $35.35 $132.00
Disclosure

SEC source: 0001437749-26-020869 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,979

Underlying: Common Stock · 132 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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June 15, 2026 Filed Jun 17, 2026 13:56 UTC
Lesler MichaelEVP, Chief Financial Officer
GrantPhantom Stock · Derivative Not disclosed $35.35 $13.00
Disclosure

SEC source: 0001437749-26-020875 · rdgdoc.xml · derivative · entry 4

Lesler Michael · CIK 0001393132 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,532

Underlying: Common Stock · 13 shares

Expires not disclosed

F5 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.

F5 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.

F5 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.

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June 15, 2026 Filed Jun 17, 2026 14:01 UTC GrantPhantom Stock · Derivative Not disclosed $35.35 $3.00
Disclosure

SEC source: 0001437749-26-020885 · rdgdoc.xml · derivative · entry 2

Tirado Olga Luz · CIK 0001995774 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 534

Underlying: Common Stock · 3 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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June 15, 2026 Filed Jun 17, 2026 13:57 UTC GrantPhantom Stock · Derivative Not disclosed $35.35 $51.00
Disclosure

SEC source: 0001437749-26-020877 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,141

Underlying: Common Stock · 51 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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June 15, 2026 Filed Jul 6, 2026 16:49 UTC Amendment GrantPhantom Stock · Derivative Not disclosed $35.35 $2.00
Disclosure

SEC source: 0001437749-26-022722 · rdgdoc.xml · derivative · entry 2

Tirado Olga Luz · CIK 0001995774 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 284

Underlying: Common Stock · 2 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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May 01, 2026 Filed May 6, 2026 16:57 UTC GrantPhantom Stock · Derivative Not disclosed $34.10 $279.00
Disclosure

SEC source: 0001437749-26-015128 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,849

Underlying: Common Stock · 279 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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April 01, 2026 Filed Apr 2, 2026 16:16 UTC GrantPhantom Stock · Derivative Not disclosed $32.32 $622.00
Disclosure

SEC source: 0001437749-26-011026 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,102

Underlying: Common Stock · 622 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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April 01, 2026 Filed Apr 2, 2026 16:07 UTC
Schiller JonDirector
GrantPhantom Stock · Derivative Not disclosed $32.32 $622.00
Disclosure

SEC source: 0001437749-26-011014 · rdgdoc.xml · derivative · entry 2

Schiller Jon · CIK 0002040355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,433

Underlying: Common Stock · 622 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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April 01, 2026 Filed Apr 2, 2026 16:13 UTC GrantPhantom Stock · Derivative Not disclosed $32.32 $139.00
Disclosure

SEC source: 0001437749-26-011021 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,222

Underlying: Common Stock · 139 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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April 01, 2026 Filed Apr 2, 2026 16:18 UTC GrantPhantom Stock · Derivative Not disclosed $32.32 $701.00
Disclosure

SEC source: 0001437749-26-011028 · rdgdoc.xml · derivative · entry 6

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,847

Underlying: Common Stock · 701 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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April 01, 2026 Filed Apr 2, 2026 16:12 UTC GrantPhantom Stock · Derivative Not disclosed $32.32 $701.00
Disclosure

SEC source: 0001437749-26-011019 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,570

Underlying: Common Stock · 701 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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April 01, 2026 Filed Apr 2, 2026 16:15 UTC GrantPhantom Stock · Derivative Not disclosed $32.32 $175.00
Disclosure

SEC source: 0001437749-26-011023 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,089

Underlying: Common Stock · 175 shares

Expires not disclosed

F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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April 01, 2026 Filed Apr 2, 2026 16:06 UTC GrantPhantom Stock · Derivative Not disclosed $32.32 $155.00
Disclosure

SEC source: 0001437749-26-011012 · rdgdoc.xml · derivative · entry 2

Tirado Olga Luz · CIK 0001995774 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 532

Underlying: Common Stock · 155 shares

Expires not disclosed

F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.