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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
September 15, 2023 Filed Sep 18, 2023 20:25 UTC
Sousa GregoryEVP and CCBO
GrantPhantom Stock · Derivative Not disclosed $47.04 $3.00
Disclosure

SEC source: 0001437749-23-026195 · rdgdoc.xml · derivative · entry 3

Sousa Gregory · CIK 0001875279 · EVP and CCBO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: Not disclosed

Underlying: Common Stock · 3 shares

Expires not disclosed

F6 · 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.

F6 · 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.

F6 · 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, 2023 Filed Sep 18, 2023 16:23 UTC GrantPhantom Stock · Derivative Not disclosed $47.04 $6.00
Disclosure

SEC source: 0001437749-23-026191 · rdgdoc.xml · derivative · entry 7

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: Not disclosed

Underlying: Common Stock · 6 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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September 15, 2023 Filed Sep 18, 2023 16:23 UTC OtherCommon Stock 17 $45.00 $765.00
Disclosure

SEC source: 0001437749-23-026191 · rdgdoc.xml · nonDerivative · entry 6

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By IRA

Disclosed balance after: 3,212

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September 15, 2023 Filed Sep 18, 2023 16:23 UTC OtherCommon Stock 58 $45.10 $2,615.80
Disclosure

SEC source: 0001437749-23-026191 · rdgdoc.xml · nonDerivative · entry 3

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,340

F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person.

F3 · balance_after: Restricted stock units which vest 100% on August 8, 2024 and are settle in shares of Issuer common stock upon separation from service of the reporting person.

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September 15, 2023 Filed Sep 18, 2023 20:21 UTC GrantPhantom Stock · Derivative Not disclosed $47.04 $29.00
Disclosure

SEC source: 0001437749-23-026189 · rdgdoc.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: Not disclosed

Underlying: Common Stock · 29 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, 2023 Filed Sep 18, 2023 20:24 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative Not disclosed $47.04 $18.00
Disclosure

SEC source: 0001437749-23-026193 · 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: Not disclosed

Underlying: Common Stock · 18 shares

Expires not disclosed

F5 · 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 an executive and the reporting person reaches the age of 65.

F5 · 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 an executive and the reporting person reaches the age of 65.

F5 · 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 an executive and the reporting person reaches the age of 65.

Read SEC document
September 15, 2023 Filed Sep 18, 2023 20:26 UTC GrantPhantom Stock · Derivative Not disclosed $47.04 $29.00
Disclosure

SEC source: 0001437749-23-026197 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: Not disclosed

Underlying: Common Stock · 29 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, 2023 Filed Sep 18, 2023 20:28 UTC GrantPhantom Stock · Derivative Not disclosed $47.04 $6.00
Disclosure

SEC source: 0001437749-23-026201 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,304

Underlying: Common Stock · 6 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, 2023 Filed Nov 3, 2023 14:29 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative Not disclosed $47.04 $11.00
Disclosure

SEC source: 0001437749-23-030135 · rdgdoc.xml · derivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,976

Underlying: Common Stock · 11 shares

Expires not disclosed

F5 · 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 an executive and the reporting person reaches the age of 65.

F5 · 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 an executive and the reporting person reaches the age of 65.

F5 · 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 an executive and the reporting person reaches the age of 65.

Read SEC document
August 08, 2023 Filed Aug 10, 2023 20:23 UTC GrantCommon Stock 450 $0.00 $0.00
Disclosure

SEC source: 0001437749-23-023079 · rdgdoc.xml · nonDerivative · entry 1

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,650

F3 · shares: Restricted stock units which vest 100% on August 8, 2024 and are settle in shares of Issuer common stock upon separation from service of the reporting person.

F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person.

Read SEC document
August 08, 2023 Filed Aug 10, 2023 16:11 UTC GrantCommon Stock 450 $0.00 $0.00
Disclosure

SEC source: 0001437749-23-023039 · rdgdoc.xml · nonDerivative · entry 1

Saturno Terry R · CIK 0001875272 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,190

F2 · shares: Restricted stock units which vest 100% on August 8, 2024 and are settle in shares of Issuer common stock upon separation from service of the reporting person.

F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person.

Read SEC document
August 08, 2023 Filed Aug 10, 2023 20:15 UTC GrantCommon Stock 450 $0.00 $0.00
Disclosure

SEC source: 0001437749-23-023054 · rdgdoc.xml · nonDerivative · entry 1

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,600

F3 · shares: Restricted stock units which vest 100% on August 8, 2024 and are settle in shares of Issuer common stock upon separation from service of the reporting person.

F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person.

Read SEC document
August 08, 2023 Filed Aug 10, 2023 16:24 UTC GrantCommon Stock 450 $0.00 $0.00
Disclosure

SEC source: 0001437749-23-023087 · rdgdoc.xml · nonDerivative · entry 1

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,163

F3 · shares: Restricted stock units which vest 100% on August 8, 2024 and are settle in shares of Issuer common stock upon separation from service of the reporting person.

F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person.

Read SEC document
August 08, 2023 Filed Aug 10, 2023 20:20 UTC GrantCommon Stock 450 $0.00 $0.00
Disclosure

SEC source: 0001437749-23-023066 · rdgdoc.xml · nonDerivative · entry 1

Morrison William D · CIK 0001875297 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,822

F2 · shares: Restricted stock units which vest 100% on August 8, 2024 and are settle in shares of Issuer common stock upon separation from service of the reporting person.

F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person.

Read SEC document
August 08, 2023 Filed Aug 10, 2023 20:24 UTC GrantCommon Stock 450 $0.00 $0.00
Disclosure

SEC source: 0001437749-23-023084 · rdgdoc.xml · nonDerivative · entry 1

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,429

F3 · shares: Restricted stock units which vest 100% on August 8, 2024 and are settle in shares of Issuer common stock upon separation from service of the reporting person.

F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person.

Read SEC document
August 08, 2023 Filed Aug 10, 2023 20:14 UTC GrantCommon Stock 450 $0.00 $0.00
Disclosure

SEC source: 0001437749-23-023046 · rdgdoc.xml · nonDerivative · entry 1

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 268,584

F3 · shares: Restricted stock units which vest 100% on August 8, 2024 and are settle in shares of Issuer common stock upon separation from service of the reporting person.

F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person.

Read SEC document
August 08, 2023 Filed Aug 10, 2023 20:21 UTC GrantCommon Stock 450 $0.00 $0.00
Disclosure

SEC source: 0001437749-23-023074 · rdgdoc.xml · nonDerivative · entry 1

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 750

F3 · shares: Restricted stock units which vest 100% on August 8, 2024 and are settle in shares of Issuer common stock upon separation from service of the reporting person.

F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person.

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August 07, 2023 Filed Aug 9, 2023 15:59 UTC SaleCommon Stock 784 $48.85 $38,298.40
Disclosure

SEC source: 0001437749-23-022772 · rdgdoc.xml · nonDerivative · entry 2

Coulter Michael J · CIK 0001875275 · EVP and CLO

10b5-1 filing: No plan indicated

Ownership: Indirect · By 401(k)

Disclosed balance after: 15

F5 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.

Read SEC document
July 31, 2023 Filed Aug 1, 2023 17:05 UTC
Listner MichaelSVP and CCO
SaleCommon Stock 1 $46.53 $46.53
Disclosure

SEC source: 0001437749-23-021450 · rdgdoc.xml · nonDerivative · entry 3

Listner Michael · CIK 0001876359 · SVP and CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,959

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024

Read SEC document
July 31, 2023 Filed Aug 1, 2023 17:05 UTC
Listner MichaelSVP and CCO
SaleCommon Stock 372 $46.25 $17,205.00
Disclosure

SEC source: 0001437749-23-021450 · rdgdoc.xml · nonDerivative · entry 2

Listner Michael · CIK 0001876359 · SVP and CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,960

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024

Read SEC document
July 31, 2023 Filed Aug 1, 2023 17:05 UTC
Listner MichaelSVP and CCO
SaleCommon Stock 3 $46.50 $139.50
Disclosure

SEC source: 0001437749-23-021450 · rdgdoc.xml · nonDerivative · entry 1

Listner Michael · CIK 0001876359 · SVP and CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,332

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024

Read SEC document
July 28, 2023 Filed Jul 31, 2023 17:06 UTC SaleCommon Stock 1,000 $44.02 $44,020.00
Disclosure

SEC source: 0001437749-23-021194 · rdgdoc.xml · nonDerivative · entry 3

Coulter Michael J · CIK 0001875275 · EVP and CLO

10b5-1 filing: No plan indicated

Ownership: Indirect · By IRA

Disclosed balance after: 0

Read SEC document
July 28, 2023 Filed Jul 31, 2023 17:06 UTC SaleCommon Stock 1,000 $46.09 $46,090.00
Disclosure

SEC source: 0001437749-23-021194 · rdgdoc.xml · nonDerivative · entry 1

Coulter Michael J · CIK 0001875275 · EVP and CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,404

F4 · shares: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.

Read SEC document
July 03, 2023 Filed Jul 5, 2023 20:03 UTC GrantPhantom Stock · Derivative 498 $36.14 $17,997.72
Disclosure

SEC source: 0001437749-23-019361 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,178

Underlying: Common Stock · 498 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 03, 2023 Filed Jul 5, 2023 20:01 UTC GrantPhantom Stock · Derivative 104 $36.14 $3,758.56
Disclosure

SEC source: 0001437749-23-019358 · rdgdoc.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,094

Underlying: Common Stock · 104 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 03, 2023 Filed Jul 5, 2023 16:05 UTC GrantPhantom Stock · Derivative 498 $36.14 $17,997.72
Disclosure

SEC source: 0001437749-23-019363 · rdgdoc.xml · derivative · entry 3

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,298

Underlying: Common Stock · 498 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 03, 2023 Filed Jul 5, 2023 20:04 UTC GrantPhantom Stock · Derivative 550 $36.14 $19,877.00
Disclosure

SEC source: 0001437749-23-019362 · rdgdoc.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,865

Underlying: Common Stock · 550 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 03, 2023 Filed Jul 5, 2023 20:06 UTC GrantPhantom Stock · Derivative 550 $36.14 $19,877.00
Disclosure

SEC source: 0001437749-23-019364 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,864

Underlying: Common Stock · 550 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 03, 2023 Filed Jul 5, 2023 20:03 UTC GrantPhantom Stock · Derivative 498 $36.14 $17,997.72
Disclosure

SEC source: 0001437749-23-019360 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,298

Underlying: Common Stock · 498 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
June 15, 2023 Filed Jun 16, 2023 20:06 UTC GrantPhantom Stock · Derivative 19 $32.87 $624.53
Disclosure

SEC source: 0001437749-23-017687 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,681

Underlying: Common Stock · 19 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
June 15, 2023 Filed Jun 16, 2023 20:05 UTC GrantPhantom Stock · Derivative 7 $32.87 $230.09
Disclosure

SEC source: 0001437749-23-017685 · rdgdoc.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 990

Underlying: Common Stock · 7 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
June 15, 2023 Filed Jun 16, 2023 20:09 UTC
Sousa GregoryEVP and CCBO
GrantPhantom Stock · Derivative 4 $32.87 $131.48
Disclosure

SEC source: 0001437749-23-017694 · rdgdoc.xml · derivative · entry 3

Sousa Gregory · CIK 0001875279 · EVP and CCBO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 625

Underlying: Common Stock · 4 shares

Expires not disclosed

F6 · 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.

F6 · 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.

F6 · 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
June 15, 2023 Filed Jun 16, 2023 16:07 UTC GrantPhantom Stock · Derivative 6 $32.87 $197.22
Disclosure

SEC source: 0001437749-23-017690 · rdgdoc.xml · derivative · entry 3

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 800

Underlying: Common Stock · 6 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
June 15, 2023 Filed Jun 16, 2023 20:07 UTC GrantPhantom Stock · Derivative 37 $32.87 $1,216.19
Disclosure

SEC source: 0001437749-23-017688 · rdgdoc.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,315

Underlying: Common Stock · 37 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, 2023 Filed Jun 16, 2023 20:08 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative 25 $32.87 $821.75
Disclosure

SEC source: 0001437749-23-017692 · 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: 3,652

Underlying: Common Stock · 25 shares

Expires not disclosed

F5 · 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 an executive and the reporting person reaches the age of 65.

F5 · 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 an executive and the reporting person reaches the age of 65.

F5 · 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 an executive and the reporting person reaches the age of 65.

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June 15, 2023 Filed Jun 16, 2023 20:04 UTC GrantPhantom Stock · Derivative 37 $32.87 $1,216.19
Disclosure

SEC source: 0001437749-23-017684 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,315

Underlying: Common Stock · 37 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, 2023 Filed Jun 16, 2023 20:06 UTC GrantPhantom Stock · Derivative 6 $32.87 $197.22
Disclosure

SEC source: 0001437749-23-017686 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 800

Underlying: Common Stock · 6 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, 2023 Filed Sep 18, 2023 16:23 UTC OtherCommon Stock 25 $33.00 $825.00
Disclosure

SEC source: 0001437749-23-026191 · rdgdoc.xml · nonDerivative · entry 5

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By IRA

Disclosed balance after: 3,195

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June 15, 2023 Filed Sep 18, 2023 16:23 UTC OtherCommon Stock 74 $33.00 $2,442.00
Disclosure

SEC source: 0001437749-23-026191 · rdgdoc.xml · nonDerivative · entry 2

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,282

F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person.

F3 · balance_after: Restricted stock units which vest 100% on August 8, 2024 and are settle in shares of Issuer common stock upon separation from service of the reporting person.

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June 15, 2023 Filed Nov 3, 2023 14:29 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative Not disclosed $32.87 $16.00
Disclosure

SEC source: 0001437749-23-030135 · rdgdoc.xml · derivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,965

Underlying: Common Stock · 16 shares

Expires not disclosed

F5 · 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 an executive and the reporting person reaches the age of 65.

F5 · 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 an executive and the reporting person reaches the age of 65.

F5 · 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 an executive and the reporting person reaches the age of 65.

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May 30, 2023 Filed Jun 1, 2023 15:57 UTC
Dineen David PSVP, Dir. Wealth Services
Tax withholdingCommon Stock 118 $33.22 $3,919.96
Disclosure

SEC source: 0001437749-23-016364 · rdgdoc.xml · nonDerivative · entry 1

Dineen David P · CIK 0001681144 · SVP, Dir. Wealth Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,035

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on May 28, 2023.

F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024

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May 25, 2023 Filed May 26, 2023 17:27 UTC PurchaseCommon Stock 1,051 $31.85 $33,474.35
Disclosure

SEC source: 0001437749-23-016010 · rdgdoc.xml · nonDerivative · entry 1

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,713

F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person.

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May 03, 2023 Filed May 4, 2023 15:48 UTC PurchaseCommon Stock 416 $32.29 $13,432.64
Disclosure

SEC source: 0001437749-23-012470 · rdgdoc.xml · nonDerivative · entry 3

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By 401(k)

Disclosed balance after: 416

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May 03, 2023 Filed May 4, 2023 15:48 UTC PurchaseCommon Stock 800 $32.36 $25,888.00
Disclosure

SEC source: 0001437749-23-012470 · rdgdoc.xml · nonDerivative · entry 2

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Partnership

Disclosed balance after: 3,700

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April 03, 2023 Filed Apr 5, 2023 17:40 UTC GrantPhantom Stock · Derivative 409 $43.99 $17,991.91
Disclosure

SEC source: 0001437749-23-009496 · rdgdoc.xml · derivative · entry 3

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,662

Underlying: Common Stock · 409 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 03, 2023 Filed Apr 5, 2023 17:42 UTC GrantPhantom Stock · Derivative 85 $43.99 $3,739.15
Disclosure

SEC source: 0001437749-23-009500 · rdgdoc.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 984

Underlying: Common Stock · 85 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 03, 2023 Filed Apr 5, 2023 13:37 UTC GrantPhantom Stock · Derivative 409 $43.99 $17,991.91
Disclosure

SEC source: 0001437749-23-009492 · rdgdoc.xml · derivative · entry 3

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 795

Underlying: Common Stock · 409 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 03, 2023 Filed Apr 5, 2023 17:39 UTC GrantPhantom Stock · Derivative 451 $43.99 $19,839.49
Disclosure

SEC source: 0001437749-23-009494 · rdgdoc.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,278

Underlying: Common Stock · 451 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 03, 2023 Filed Apr 5, 2023 17:36 UTC GrantPhantom Stock · Derivative 451 $43.99 $19,839.49
Disclosure

SEC source: 0001437749-23-009490 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,278

Underlying: Common Stock · 451 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 03, 2023 Filed Apr 5, 2023 17:41 UTC GrantPhantom Stock · Derivative 409 $43.99 $17,991.91
Disclosure

SEC source: 0001437749-23-009498 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 795

Underlying: Common Stock · 409 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.