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Nasdaq · USD

OBT

Orange County Bancorp, Inc. /DE/

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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

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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
March 15, 2023 Filed Mar 16, 2023 20:18 UTC GrantPhantom Stock · Derivative 10 $49.63 $496.30
Disclosure

SEC source: 0001567619-23-005175 · doc1.xml · derivative · entry 3

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,253

Underlying: Common Stock · 10 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
March 15, 2023 Filed Mar 16, 2023 20:20 UTC GrantPhantom Stock · Derivative 4 $49.63 $198.52
Disclosure

SEC source: 0001567619-23-005180 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 898

Underlying: Common Stock · 4 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
March 15, 2023 Filed Mar 16, 2023 20:14 UTC
Sousa GregoryEVP and CCBO
GrantPhantom Stock · Derivative 3 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-005167 · doc1.xml · derivative · entry 3

Sousa Gregory · CIK 0001875279 · EVP and CCBO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 620

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
March 15, 2023 Filed Mar 16, 2023 16:16 UTC GrantPhantom Stock · Derivative 2 $49.63 $99.26
Disclosure

SEC source: 0001567619-23-005171 · doc1.xml · derivative · entry 3

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 386

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.

Read SEC document
March 15, 2023 Filed Mar 16, 2023 20:17 UTC GrantPhantom Stock · Derivative 22 $49.63 $1,091.86
Disclosure

SEC source: 0001567619-23-005173 · doc1.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,826

Underlying: Common Stock · 22 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
March 15, 2023 Filed Mar 16, 2023 20:15 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative 17 $49.63 $843.71
Disclosure

SEC source: 0001567619-23-005169 · doc1.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,626

Underlying: Common Stock · 17 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
March 15, 2023 Filed Mar 16, 2023 20:21 UTC GrantPhantom Stock · Derivative 22 $49.63 $1,091.86
Disclosure

SEC source: 0001567619-23-005182 · doc1.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,826

Underlying: Common Stock · 22 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
March 15, 2023 Filed Mar 16, 2023 20:19 UTC GrantPhantom Stock · Derivative 2 $49.63 $99.26
Disclosure

SEC source: 0001567619-23-005178 · doc1.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 386

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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March 15, 2023 Filed Sep 18, 2023 16:23 UTC OtherCommon Stock 22 $50.00 $1,100.00
Disclosure

SEC source: 0001437749-23-026191 · rdgdoc.xml · nonDerivative · entry 4

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By IRA

Disclosed balance after: 3,170

Read SEC document
March 15, 2023 Filed Sep 18, 2023 16:23 UTC OtherCommon Stock 45 $49.98 $2,249.10
Disclosure

SEC source: 0001437749-23-026191 · rdgdoc.xml · nonDerivative · entry 1

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,208

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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March 15, 2023 Filed Nov 3, 2023 14:29 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative Not disclosed $49.63 $10.00
Disclosure

SEC source: 0001437749-23-030135 · rdgdoc.xml · derivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,949

Underlying: Common Stock · 10 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
March 10, 2023 Filed Mar 14, 2023 11:31 UTC
Listner MichaelSVP and CCO
GrantCommon Stock 1,248 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-005008 · doc1.xml · nonDerivative · entry 1

Listner Michael · CIK 0001876359 · SVP and CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,335

F4 · shares: 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
March 10, 2023 Filed Mar 14, 2023 11:25 UTC GrantCommon Stock 1,810 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-004998 · doc1.xml · nonDerivative · entry 1

Coulter Michael J · CIK 0001875275 · EVP and CLO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,404

F4 · shares: 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
March 10, 2023 Filed Mar 14, 2023 11:33 UTC
Ruhl Joseph AReg Pres, Westchester County
GrantCommon Stock 1,913 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-005012 · doc1.xml · nonDerivative · entry 1

Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,739

F4 · shares: 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
March 10, 2023 Filed Mar 14, 2023 15:34 UTC
Sousa GregoryEVP and CCBO
GrantCommon Stock 1,707 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-005014 · doc1.xml · nonDerivative · entry 1

Sousa Gregory · CIK 0001875279 · EVP and CCBO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,127

F4 · shares: 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
March 10, 2023 Filed Mar 14, 2023 15:32 UTC
Rooney StephenSVP, Co-Chief Credit Officer
GrantCommon Stock 1,248 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-005010 · doc1.xml · nonDerivative · entry 1

Rooney Stephen · CIK 0001464333 · SVP, Co-Chief Credit Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,248

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

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 8, 2023.

Read SEC document
March 10, 2023 Filed Mar 14, 2023 15:27 UTC
Gilfeather Michael JDirector · President and CEO
GrantCommon Stock 4,944 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-005002 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,169

F4 · shares: 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
March 10, 2023 Filed Mar 14, 2023 15:30 UTC
Lesler MichaelSVP, Chief Accounting Officer
GrantCommon Stock 1,130 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-005006 · doc1.xml · nonDerivative · entry 1

Lesler Michael · CIK 0001393132 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,130

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

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on December 23, 2023.

Read SEC document
March 10, 2023 Filed Mar 14, 2023 11:26 UTC
Dineen David PSVP, Dir. Wealth Services
GrantCommon Stock 1,153 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-005000 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,153

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

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

Read SEC document
March 10, 2023 Filed Mar 14, 2023 15:29 UTC
Jones Elizabeth ASVP, Chief Operating Officer
GrantCommon Stock 918 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-005004 · doc1.xml · nonDerivative · entry 1

Jones Elizabeth A · CIK 0001915399 · SVP, Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,918

F3 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.

Read SEC document
March 10, 2023 Filed Apr 7, 2023 17:33 UTC Amendment
Rooney StephenSVP, Co-Chief Credit Officer
GrantCommon Stock 485 $0.00 $0.00
Disclosure

SEC source: 0001437749-23-009736 · rdgdoc.xml · nonDerivative · entry 1

Rooney Stephen · CIK 0001464333 · SVP, Co-Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,485

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

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 8, 2023.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 16:49 UTC
Listner MichaelSVP and CCO
Tax withholdingCommon Stock 263 $53.40 $14,044.20
Disclosure

SEC source: 0001567619-23-003304 · doc1.xml · nonDerivative · entry 1

Listner Michael · CIK 0001876359 · SVP and CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,087

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
February 15, 2023 Filed Feb 17, 2023 16:46 UTC Tax withholdingCommon Stock 587 $53.40 $31,345.80
Disclosure

SEC source: 0001567619-23-003300 · doc1.xml · nonDerivative · entry 1

Coulter Michael J · CIK 0001875275 · EVP and CLO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,594

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year on February 21, 2021, February 15, 2022 and February 15, 2023.

F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 16:50 UTC
Peacock Robert LSEVP and CFO
Tax withholdingCommon Stock 666 $53.40 $35,564.40
Disclosure

SEC source: 0001567619-23-003306 · doc1.xml · nonDerivative · entry 1

Peacock Robert L · CIK 0001875282 · SEVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,302

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year on February 21, 2021, February 15, 2022 and February 15, 2023.

F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 16:51 UTC
Ruhl Joseph AReg Pres, Westchester County
Tax withholdingCommon Stock 639 $53.40 $34,122.60
Disclosure

SEC source: 0001567619-23-003308 · doc1.xml · nonDerivative · entry 1

Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,826

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year on February 21, 2021, February 15, 2022 and February 15, 2023.

F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 21:47 UTC
Sousa GregoryEVP and CCBO
Tax withholdingCommon Stock 497 $53.40 $26,539.80
Disclosure

SEC source: 0001567619-23-003302 · doc1.xml · nonDerivative · entry 1

Sousa Gregory · CIK 0001875279 · EVP and CCBO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,420

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year on February 21, 2021, February 15, 2022 and February 15, 2023.

F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 16:53 UTC
SKUTHAN FRANKSVP, Dir Trust Services
Tax withholdingCommon Stock 148 $53.40 $7,903.20
Disclosure

SEC source: 0001567619-23-003310 · doc1.xml · nonDerivative · entry 1

SKUTHAN FRANK · CIK 0001191173 · SVP, Dir Trust Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,807

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 21:44 UTC
Gilfeather Michael JDirector · President and CEO
Tax withholdingCommon Stock 1,256 $53.40 $67,070.40
Disclosure

SEC source: 0001567619-23-003297 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,225

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year on February 21, 2021, February 15, 2022 and February 15, 2023.

F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.

Read SEC document
January 03, 2023 Filed Jan 4, 2023 19:50 UTC GrantPhantom Stock · Derivative 384 $46.85 $17,990.40
Disclosure

SEC source: 0001567619-23-000156 · doc1.xml · derivative · entry 3

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,243

Underlying: Common Stock · 384 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
January 03, 2023 Filed Jan 4, 2023 19:52 UTC GrantPhantom Stock · Derivative 80 $46.85 $3,748.00
Disclosure

SEC source: 0001567619-23-000170 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 894

Underlying: Common Stock · 80 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
January 03, 2023 Filed Jan 4, 2023 14:43 UTC GrantPhantom Stock · Derivative 384 $46.85 $17,990.40
Disclosure

SEC source: 0001567619-23-000139 · doc1.xml · derivative · entry 3

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 384

Underlying: Common Stock · 384 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
January 03, 2023 Filed Jan 4, 2023 19:49 UTC GrantPhantom Stock · Derivative 424 $46.85 $19,864.40
Disclosure

SEC source: 0001567619-23-000153 · doc1.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,804

Underlying: Common Stock · 424 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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January 03, 2023 Filed Jan 4, 2023 19:43 UTC GrantPhantom Stock · Derivative 424 $46.85 $19,864.40
Disclosure

SEC source: 0001567619-23-000135 · doc1.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,804

Underlying: Common Stock · 424 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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January 03, 2023 Filed Jan 4, 2023 19:51 UTC GrantPhantom Stock · Derivative 384 $46.85 $17,990.40
Disclosure

SEC source: 0001567619-23-000165 · doc1.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 384

Underlying: Common Stock · 384 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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January 03, 2023 Filed Nov 3, 2023 14:29 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative Not disclosed $46.85 $2,269.00
Disclosure

SEC source: 0001437749-23-030135 · 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: 5,939

Underlying: Common Stock · 2,269 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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December 23, 2022 Filed Dec 23, 2022 18:04 UTC
Lesler MichaelSVP, Chief Accounting Officer
GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-021972 · doc1.xml · nonDerivative · entry 1

Lesler Michael · CIK 0001393132 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,000

F1 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on December 23, 2023.

F1 · balance_after: Restricted stock units which vest at a rate of 1/3 per year commencing on December 23, 2023.

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December 19, 2022 Filed Dec 20, 2022 23:09 UTC
Gilfeather Michael JDirector · President and CEO
PurchaseCommon Stock 100 $47.10 $4,710.00
Disclosure

SEC source: 0001567619-22-021875 · doc1.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By IRA

Disclosed balance after: 7,700

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December 19, 2022 Filed Dec 20, 2022 23:09 UTC
Gilfeather Michael JDirector · President and CEO
PurchaseCommon Stock 200 $47.10 $9,420.00
Disclosure

SEC source: 0001567619-22-021875 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,481

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year on February 21, 2021, February 15, 2022 and February 15, 2023.

F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.

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December 19, 2022 Filed Dec 21, 2022 16:44 UTC
Sousa GregoryEVP and CCBO
GrantPhantom Stock · Derivative 617 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-021902 · doc1.xml · derivative · entry 3

Sousa Gregory · CIK 0001875279 · EVP and CCBO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 617

Underlying: Common Stock · 617 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.

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December 15, 2022 Filed Dec 16, 2022 21:13 UTC GrantPhantom Stock · Derivative 9 $46.93 $422.37
Disclosure

SEC source: 0001567619-22-021714 · doc1.xml · derivative · entry 3

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,859

Underlying: Common Stock · 9 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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December 15, 2022 Filed Dec 16, 2022 21:14 UTC GrantPhantom Stock · Derivative 4 $46.93 $187.72
Disclosure

SEC source: 0001567619-22-021715 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 814

Underlying: Common Stock · 4 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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December 15, 2022 Filed Dec 16, 2022 21:13 UTC GrantPhantom Stock · Derivative 21 $46.93 $985.53
Disclosure

SEC source: 0001567619-22-021713 · doc1.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,380

Underlying: Common Stock · 21 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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December 15, 2022 Filed Dec 16, 2022 21:13 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative 18 $46.93 $844.74
Disclosure

SEC source: 0001567619-22-021712 · doc1.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,610

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.

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December 15, 2022 Filed Dec 16, 2022 21:12 UTC GrantPhantom Stock · Derivative 21 $46.93 $985.53
Disclosure

SEC source: 0001567619-22-021709 · doc1.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,380

Underlying: Common Stock · 21 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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December 15, 2022 Filed Feb 13, 2023 13:02 UTC PurchaseCommon Stock 47 $47.00 $2,209.00
Disclosure

SEC source: 0001567619-23-002468 · doc1.xml · nonDerivative · entry 4

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,662

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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November 22, 2022 Filed Nov 23, 2022 12:05 UTC
Listner MichaelSVP and CCO
SaleCommon Stock 457 $46.52 $21,259.64
Disclosure

SEC source: 0001567619-22-020804 · doc1.xml · nonDerivative · entry 5

Listner Michael · CIK 0001876359 · SVP and CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,350

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.

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November 22, 2022 Filed Nov 23, 2022 12:05 UTC
Listner MichaelSVP and CCO
SaleCommon Stock 200 $46.62 $9,324.00
Disclosure

SEC source: 0001567619-22-020804 · doc1.xml · nonDerivative · entry 4

Listner Michael · CIK 0001876359 · SVP and CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,807

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.

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November 22, 2022 Filed Nov 23, 2022 12:05 UTC
Listner MichaelSVP and CCO
SaleCommon Stock 100 $46.68 $4,668.00
Disclosure

SEC source: 0001567619-22-020804 · doc1.xml · nonDerivative · entry 3

Listner Michael · CIK 0001876359 · SVP and CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,007

F4 · shares: These transactions were matchable under Section 16(b) of the Securities Exchange Act of 1934, as amended. Mr. Listner has paid the Issuer the full amount of profit realized in connection with the short-swing transaction of $28.95.

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.

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November 21, 2022 Filed Nov 23, 2022 12:04 UTC SaleCommon Stock 1,500 $46.50 $69,750.00
Disclosure

SEC source: 0001567619-22-020803 · doc1.xml · nonDerivative · entry 3

Coulter Michael J · CIK 0001875275 · EVP and CLO

10b5-1 filing: Not disclosed

Ownership: Indirect · By IRA

Disclosed balance after: 1,000

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November 15, 2022 Filed Nov 17, 2022 16:05 UTC GrantCommon Stock 300 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-020493 · doc1.xml · nonDerivative · entry 1

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,200

F1 · shares: 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.

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