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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
November 15, 2022 Filed Nov 17, 2022 16:11 UTC GrantCommon Stock 300 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-020501 · doc1.xml · nonDerivative · entry 1

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,150

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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November 15, 2022 Filed Nov 17, 2022 11:13 UTC GrantCommon Stock 300 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-020506 · doc1.xml · nonDerivative · entry 1

Saturno Terry R · CIK 0001875272 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,740

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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November 15, 2022 Filed Nov 17, 2022 11:03 UTC GrantCommon Stock 300 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-020488 · doc1.xml · nonDerivative · entry 1

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,462

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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November 15, 2022 Filed Nov 17, 2022 11:08 UTC GrantCommon Stock 300 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-020497 · doc1.xml · nonDerivative · entry 1

Metzger Susan G · CIK 0001875295 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,098

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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November 15, 2022 Filed Nov 17, 2022 16:10 UTC GrantCommon Stock 300 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-020499 · doc1.xml · nonDerivative · entry 1

Morrison William D · CIK 0001875297 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,772

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.

Read SEC document
November 15, 2022 Filed Nov 17, 2022 16:04 UTC GrantCommon Stock 300 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-020490 · doc1.xml · nonDerivative · entry 1

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,255

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.

Read SEC document
November 15, 2022 Filed Nov 17, 2022 16:12 UTC GrantCommon Stock 300 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-020504 · doc1.xml · nonDerivative · entry 1

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 268,134

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.

Read SEC document
November 15, 2022 Filed Nov 17, 2022 16:07 UTC GrantCommon Stock 300 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-020495 · doc1.xml · nonDerivative · entry 1

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 300

F1 · shares: 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: 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
November 08, 2022 Filed Nov 9, 2022 19:03 UTC
Sousa GregoryEVP and CCBO
SaleCommon Stock 427 $45.85 $19,577.95
Disclosure

SEC source: 0001567619-22-019352 · doc1.xml · nonDerivative · entry 1

Sousa Gregory · CIK 0001875279 · EVP and CCBO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,917

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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November 08, 2022 Filed Nov 9, 2022 15:52 UTC
Rooney StephenSVP, Co-Chief Credit Officer
GrantCommon Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-019329 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,000

F1 · shares: Restricted stock units vest at a rate of 1/3 per year commencing on November 8, 2023.

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November 07, 2022 Filed Nov 9, 2022 10:51 UTC
Peacock Robert LSEVP and CFO
SaleCommon Stock 200 $45.75 $9,150.00
Disclosure

SEC source: 0001567619-22-019328 · doc1.xml · nonDerivative · entry 3

Peacock Robert L · CIK 0001875282 · SEVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,968

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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November 07, 2022 Filed Nov 9, 2022 10:51 UTC
Peacock Robert LSEVP and CFO
SaleCommon Stock 40 $45.63 $1,825.20
Disclosure

SEC source: 0001567619-22-019328 · doc1.xml · nonDerivative · entry 2

Peacock Robert L · CIK 0001875282 · SEVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,168

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
November 07, 2022 Filed Nov 9, 2022 10:51 UTC
Peacock Robert LSEVP and CFO
SaleCommon Stock 400 $45.59 $18,236.00
Disclosure

SEC source: 0001567619-22-019328 · doc1.xml · nonDerivative · entry 1

Peacock Robert L · CIK 0001875282 · SEVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,208

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
October 20, 2022 Filed Oct 25, 2022 10:21 UTC GrantCommon Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-018740 · doc1.xml · nonDerivative · entry 1

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,162

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
October 20, 2022 Filed Oct 25, 2022 14:26 UTC GrantCommon Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-018745 · doc1.xml · nonDerivative · entry 1

Morrison William D · CIK 0001875297 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,472

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
October 20, 2022 Filed Oct 25, 2022 14:23 UTC GrantPhantom Stock · Derivative 116 $43.18 $5,008.88
Disclosure

SEC source: 0001567619-22-018743 · doc1.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,359

Underlying: Common Stock · 116 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 20, 2022 Filed Oct 25, 2022 14:18 UTC GrantPhantom Stock · Derivative 116 $43.18 $5,008.88
Disclosure

SEC source: 0001567619-22-018738 · doc1.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,359

Underlying: Common Stock · 116 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 20, 2022 Filed Oct 25, 2022 14:18 UTC GrantCommon Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-018738 · doc1.xml · nonDerivative · entry 1

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 267,834

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
October 03, 2022 Filed Oct 4, 2022 20:33 UTC GrantPhantom Stock · Derivative 455 $39.49 $17,967.95
Disclosure

SEC source: 0001567619-22-018143 · doc1.xml · derivative · entry 3

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,850

Underlying: Common Stock · 455 shares

Expires not disclosed

F1 · 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.

F1 · 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.

F1 · 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 03, 2022 Filed Oct 4, 2022 20:35 UTC GrantPhantom Stock · Derivative 95 $39.49 $3,751.55
Disclosure

SEC source: 0001567619-22-018145 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 810

Underlying: Common Stock · 95 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 03, 2022 Filed Oct 4, 2022 20:32 UTC GrantPhantom Stock · Derivative 472 $39.49 $18,639.28
Disclosure

SEC source: 0001567619-22-018141 · doc1.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,243

Underlying: Common Stock · 472 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 03, 2022 Filed Oct 4, 2022 20:30 UTC GrantPhantom Stock · Derivative 472 $39.49 $18,639.28
Disclosure

SEC source: 0001567619-22-018139 · doc1.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,243

Underlying: Common Stock · 472 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 21, 2022 Filed Sep 23, 2022 17:25 UTC
Listner MichaelSVP and CCO
Tax withholdingCommon Stock 120 $39.30 $4,716.00
Disclosure

SEC source: 0001567619-22-017792 · doc1.xml · nonDerivative · entry 1

Listner Michael · CIK 0001876359 · SVP and CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,103

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
September 21, 2022 Filed Sep 23, 2022 17:29 UTC Tax withholdingCommon Stock 240 $9.30 $2,232.00
Disclosure

SEC source: 0001567619-22-017798 · doc1.xml · nonDerivative · entry 1

Scacco Gustave J · CIK 0001875274 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,260

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

Read SEC document
September 21, 2022 Filed Sep 23, 2022 17:23 UTC Tax withholdingCommon Stock 240 $39.30 $9,432.00
Disclosure

SEC source: 0001567619-22-017788 · doc1.xml · nonDerivative · entry 1

Coulter Michael J · CIK 0001875275 · EVP and CLO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,181

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
September 21, 2022 Filed Sep 23, 2022 17:26 UTC
Peacock Robert LSEVP and CFO
Tax withholdingCommon Stock 360 $39.30 $14,148.00
Disclosure

SEC source: 0001567619-22-017794 · doc1.xml · nonDerivative · entry 1

Peacock Robert L · CIK 0001875282 · SEVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,608

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
September 21, 2022 Filed Sep 23, 2022 17:28 UTC
Ruhl Joseph AReg Pres, Westchester County
Tax withholdingCommon Stock 240 $39.30 $9,432.00
Disclosure

SEC source: 0001567619-22-017796 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,465

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
September 21, 2022 Filed Sep 23, 2022 21:21 UTC
Sousa GregoryEVP and CCBO
Tax withholdingCommon Stock 240 $39.30 $9,432.00
Disclosure

SEC source: 0001567619-22-017786 · doc1.xml · nonDerivative · entry 1

Sousa Gregory · CIK 0001875279 · EVP and CCBO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,344

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
September 21, 2022 Filed Sep 23, 2022 17:30 UTC
SKUTHAN FRANKSVP, Dir Trust Services
Tax withholdingCommon Stock 120 $39.30 $4,716.00
Disclosure

SEC source: 0001567619-22-017800 · doc1.xml · nonDerivative · entry 1

SKUTHAN FRANK · CIK 0001191173 · SVP, Dir Trust Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,955

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
September 21, 2022 Filed Sep 23, 2022 21:24 UTC
Gilfeather Michael JDirector · President and CEO
Tax withholdingCommon Stock 420 $39.30 $16,506.00
Disclosure

SEC source: 0001567619-22-017790 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,281

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
September 21, 2022 Filed Nov 23, 2022 12:03 UTC Amendment Tax withholdingCommon Stock 240 $39.30 $9,432.00
Disclosure

SEC source: 0001567619-22-020802 · doc1.xml · nonDerivative · entry 1

Coulter Michael J · CIK 0001875275 · EVP and CLO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,181

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
September 15, 2022 Filed Sep 19, 2022 17:02 UTC GrantPhantom Stock · Derivative 7 $38.95 $272.65
Disclosure

SEC source: 0001567619-22-017590 · doc1.xml · derivative · entry 3

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,394

Underlying: Common Stock · 7 shares

Expires not disclosed

F1 · 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.

F1 · 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.

F1 · 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, 2022 Filed Sep 19, 2022 17:03 UTC GrantPhantom Stock · Derivative 4 $38.95 $155.80
Disclosure

SEC source: 0001567619-22-017592 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 715

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
September 15, 2022 Filed Sep 19, 2022 17:01 UTC GrantPhantom Stock · Derivative 19 $38.95 $740.05
Disclosure

SEC source: 0001567619-22-017588 · doc1.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,771

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
September 15, 2022 Filed Sep 19, 2022 17:00 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative 18 $38.95 $701.10
Disclosure

SEC source: 0001567619-22-017586 · doc1.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,592

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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September 15, 2022 Filed Sep 19, 2022 16:58 UTC GrantPhantom Stock · Derivative 19 $38.95 $740.05
Disclosure

SEC source: 0001567619-22-017584 · doc1.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,771

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.

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September 15, 2022 Filed Nov 23, 2022 12:05 UTC
Listner MichaelSVP and CCO
OtherCommon Stock 3 $37.03 $111.09
Disclosure

SEC source: 0001567619-22-020804 · doc1.xml · nonDerivative · entry 2

Listner Michael · CIK 0001876359 · SVP and CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,107

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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September 15, 2022 Filed Feb 13, 2023 13:02 UTC PurchaseCommon Stock 33 $38.75 $1,278.75
Disclosure

SEC source: 0001567619-23-002468 · doc1.xml · nonDerivative · entry 6

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By IRA

Disclosed balance after: 3,148

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September 15, 2022 Filed Feb 13, 2023 13:02 UTC PurchaseCommon Stock 53 $38.75 $2,053.75
Disclosure

SEC source: 0001567619-23-002468 · doc1.xml · nonDerivative · entry 3

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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August 03, 2022 Filed Aug 4, 2022 20:37 UTC
Gilfeather Michael JDirector · President and CEO
PurchaseCommon Stock 250 $32.75 $8,187.50
Disclosure

SEC source: 0001567619-22-014945 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,701

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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July 01, 2022 Filed Jul 5, 2022 17:33 UTC GrantPhantom Stock · Derivative 473 $37.99 $17,969.27
Disclosure

SEC source: 0001567619-22-013633 · doc1.xml · derivative · entry 3

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,387

Underlying: Common Stock · 473 shares

Expires not disclosed

F1 · 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.

F1 · 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.

F1 · 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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July 01, 2022 Filed Jul 5, 2022 17:34 UTC GrantPhantom Stock · Derivative 99 $37.99 $3,761.01
Disclosure

SEC source: 0001567619-22-013635 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 712

Underlying: Common Stock · 99 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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July 01, 2022 Filed Jul 5, 2022 17:34 UTC GrantPhantom Stock · Derivative 99 $37.99 $3,761.01
Disclosure

SEC source: 0001567619-22-013634 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 712

Underlying: Common Stock · 99 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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July 01, 2022 Filed Jul 5, 2022 17:33 UTC GrantPhantom Stock · Derivative 491 $37.99 $18,653.09
Disclosure

SEC source: 0001567619-22-013632 · doc1.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,752

Underlying: Common Stock · 491 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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July 01, 2022 Filed Jul 5, 2022 17:32 UTC GrantPhantom Stock · Derivative 491 $37.99 $18,653.09
Disclosure

SEC source: 0001567619-22-013631 · doc1.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,752

Underlying: Common Stock · 491 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 29, 2022 Filed Jul 1, 2022 13:46 UTC OtherCommon Stock 527 $37.97 $20,010.19
Disclosure

SEC source: 0001567619-22-013575 · doc1.xml · nonDerivative · entry 3

Coulter Michael J · CIK 0001875275 · EVP and CLO

10b5-1 filing: Not disclosed

Ownership: Indirect · By 401(k)

Disclosed balance after: 1,145

F6 · shares: These transactions were matchable under Section 16(b) of the Securities Exchange Act of 1934, as amended. Mr. Coulter has paid the Issuer the full amount of profit realized in connection with the short-swing transaction of $347.62.

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

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June 16, 2022 Filed Jun 17, 2022 19:48 UTC PurchaseCommon Stock 952 $36.76 $34,995.52
Disclosure

SEC source: 0001567619-22-013057 · doc1.xml · nonDerivative · entry 2

Morrison William D · CIK 0001875297 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By IRA

Disclosed balance after: 5,466

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June 15, 2022 Filed Jun 17, 2022 19:52 UTC GrantPhantom Stock · Derivative 4.99 $36.43 $181.79
Disclosure

SEC source: 0001567619-22-013061 · doc1.xml · derivative · entry 3

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 913.7173

Underlying: Common Stock · 4.99 shares

Expires not disclosed

F1 · 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.

F1 · 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.

F1 · 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, 2022 Filed Jun 17, 2022 19:54 UTC GrantPhantom Stock · Derivative 3.34 $36.43 $121.68
Disclosure

SEC source: 0001567619-22-013063 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 612.8318

Underlying: Common Stock · 3.34 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.

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June 15, 2022 Filed Jun 17, 2022 19:51 UTC GrantPhantom Stock · Derivative 17.79 $36.43 $648.09
Disclosure

SEC source: 0001567619-22-013059 · doc1.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,260.5888

Underlying: Common Stock · 17.79 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.