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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

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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
June 15, 2022 Filed Jun 17, 2022 19:46 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative 19.51 $36.43 $710.75
Disclosure

SEC source: 0001567619-22-013055 · doc1.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,573.5969

Underlying: Common Stock · 19.51 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
June 15, 2022 Filed Jun 17, 2022 19:55 UTC GrantPhantom Stock · Derivative 17.79 $36.43 $648.09
Disclosure

SEC source: 0001567619-22-013065 · doc1.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · 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.

Read SEC document
June 15, 2022 Filed Feb 13, 2023 13:02 UTC PurchaseCommon Stock 54 $37.83 $2,042.82
Disclosure

SEC source: 0001567619-23-002468 · doc1.xml · nonDerivative · entry 2

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.

Read SEC document
June 01, 2022 Filed Jun 2, 2022 19:42 UTC GrantPhantom Stock · Derivative 161.5467 $37.11 $5,995.00
Disclosure

SEC source: 0001567619-22-012118 · doc1.xml · derivative · entry 3

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 908.7273

Underlying: Common Stock · 161.5467 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
June 01, 2022 Filed Jun 2, 2022 19:42 UTC GrantPhantom Stock · Derivative 33.6836 $37.11 $1,250.00
Disclosure

SEC source: 0001567619-22-012120 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 609.4918

Underlying: Common Stock · 33.6836 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 01, 2022 Filed Jun 2, 2022 19:40 UTC GrantPhantom Stock · Derivative 167.529 $37.11 $6,217.00
Disclosure

SEC source: 0001567619-22-012116 · doc1.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,242.7988

Underlying: Common Stock · 167.529 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 01, 2022 Filed Jun 2, 2022 19:40 UTC GrantPhantom Stock · Derivative 167.529 $37.11 $6,217.00
Disclosure

SEC source: 0001567619-22-012114 · doc1.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,242.7988

Underlying: Common Stock · 167.529 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
May 28, 2022 Filed May 31, 2022 12:29 UTC
Dineen David PSVP, Dir. Wealth Services
GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-011901 · doc1.xml · nonDerivative · entry 1

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

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 May 28, 2023.

Read SEC document
May 09, 2022 Filed May 11, 2022 14:34 UTC
Sousa GregoryEVP and CCBO
SaleCommon Stock 1,429 $37.02 $52,904.01
Disclosure

SEC source: 0001567619-22-009993 · doc1.xml · nonDerivative · entry 1

Sousa Gregory · CIK 0001875279 · EVP and CCBO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,584

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
May 09, 2022 Filed Jul 1, 2022 13:46 UTC OtherCommon Stock 404 $37.11 $14,992.44
Disclosure

SEC source: 0001567619-22-013575 · doc1.xml · nonDerivative · entry 2

Coulter Michael J · CIK 0001875275 · EVP and CLO

10b5-1 filing: Not disclosed

Ownership: Indirect · By 401(k)

Disclosed balance after: 1,672

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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May 04, 2022 Filed Jul 1, 2022 13:46 UTC OtherCommon Stock 1,268 $39.45 $50,022.60
Disclosure

SEC source: 0001567619-22-013575 · doc1.xml · nonDerivative · entry 1

Coulter Michael J · CIK 0001875275 · EVP and CLO

10b5-1 filing: Not disclosed

Ownership: Indirect · By 401(k)

Disclosed balance after: 1,268

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
May 03, 2022 Filed May 3, 2022 18:34 UTC
Peacock Robert LSEVP and CFO
PurchaseCommon Stock 500 $38.00 $19,000.00
Disclosure

SEC source: 0001567619-22-009469 · doc1.xml · nonDerivative · entry 3

Peacock Robert L · CIK 0001875282 · SEVP and CFO

10b5-1 filing: Not disclosed

Ownership: Indirect · By IRA

Disclosed balance after: 7,602

Read SEC document
May 02, 2022 Filed May 3, 2022 17:40 UTC GrantPhantom Stock · Derivative 154.4307 $38.82 $5,995.00
Disclosure

SEC source: 0001567619-22-009373 · doc1.xml · derivative · entry 3

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 747.1806

Underlying: Common Stock · 154.4307 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
May 02, 2022 Filed May 3, 2022 17:41 UTC GrantPhantom Stock · Derivative 32.1999 $38.82 $1,250.00
Disclosure

SEC source: 0001567619-22-009376 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 575.8082

Underlying: Common Stock · 32.1999 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
May 02, 2022 Filed May 3, 2022 18:34 UTC
Peacock Robert LSEVP and CFO
PurchaseCommon Stock 2 $37.50 $75.00
Disclosure

SEC source: 0001567619-22-009469 · doc1.xml · nonDerivative · entry 2

Peacock Robert L · CIK 0001875282 · SEVP and CFO

10b5-1 filing: Not disclosed

Ownership: Indirect · By IRA

Disclosed balance after: 7,102

Read SEC document
May 02, 2022 Filed May 3, 2022 17:38 UTC GrantPhantom Stock · Derivative 160.1494 $38.82 $6,217.00
Disclosure

SEC source: 0001567619-22-009370 · doc1.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,075.2698

Underlying: Common Stock · 160.1494 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
May 02, 2022 Filed May 3, 2022 17:36 UTC GrantPhantom Stock · Derivative 160.1494 $38.82 $6,217.00
Disclosure

SEC source: 0001567619-22-009367 · doc1.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,075.2698

Underlying: Common Stock · 160.1494 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
April 29, 2022 Filed May 3, 2022 17:43 UTC
Gilfeather Michael JDirector · President and CEO
PurchaseCommon Stock 200 $39.45 $7,890.00
Disclosure

SEC source: 0001567619-22-009378 · doc1.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By IRA

Disclosed balance after: 7,600

Read SEC document
April 29, 2022 Filed May 3, 2022 17:43 UTC
Gilfeather Michael JDirector · President and CEO
PurchaseCommon Stock 400 $39.45 $15,780.00
Disclosure

SEC source: 0001567619-22-009378 · doc1.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,451

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
April 01, 2022 Filed Apr 5, 2022 18:22 UTC GrantPhantom Stock · Derivative 151.7529 $39.51 $5,995.00
Disclosure

SEC source: 0001567619-22-008080 · doc1.xml · derivative · entry 3

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 592.7499

Underlying: Common Stock · 151.7529 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
April 01, 2022 Filed Apr 5, 2022 18:25 UTC GrantPhantom Stock · Derivative 31.6416 $39.51 $1,250.00
Disclosure

SEC source: 0001567619-22-008082 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 543.6083

Underlying: Common Stock · 31.6416 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
April 01, 2022 Filed Apr 5, 2022 18:20 UTC GrantPhantom Stock · Derivative 157.3725 $39.51 $6,217.00
Disclosure

SEC source: 0001567619-22-008078 · doc1.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,915.1204

Underlying: Common Stock · 157.3725 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
April 01, 2022 Filed Apr 5, 2022 18:19 UTC GrantPhantom Stock · Derivative 157.3725 $39.51 $6,217.00
Disclosure

SEC source: 0001567619-22-008076 · doc1.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,915.1204

Underlying: Common Stock · 157.3725 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, 2022 Filed Mar 17, 2022 17:09 UTC GrantPhantom Stock · Derivative 2.16 $40.78 $88.07
Disclosure

SEC source: 0001567619-22-007116 · doc1.xml · derivative · entry 3

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 440.997

Underlying: Common Stock · 2.16 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
March 15, 2022 Filed Mar 17, 2022 17:11 UTC GrantPhantom Stock · Derivative 2.5 $40.78 $101.94
Disclosure

SEC source: 0001567619-22-007118 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 511.9667

Underlying: Common Stock · 2.5 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, 2022 Filed Mar 17, 2022 17:08 UTC GrantPhantom Stock · Derivative 13.46 $40.78 $548.83
Disclosure

SEC source: 0001567619-22-007114 · doc1.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,757.7479

Underlying: Common Stock · 13.46 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, 2022 Filed Mar 17, 2022 17:13 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative 17.35 $40.78 $707.45
Disclosure

SEC source: 0001567619-22-007122 · doc1.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,554.0869

Underlying: Common Stock · 17.35 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, 2022 Filed Mar 17, 2022 17:12 UTC GrantPhantom Stock · Derivative 13.46 $40.78 $548.83
Disclosure

SEC source: 0001567619-22-007120 · doc1.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,757.7479

Underlying: Common Stock · 13.46 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, 2022 Filed Nov 23, 2022 12:05 UTC
Listner MichaelSVP and CCO
OtherCommon Stock 1 $40.99 $40.99
Disclosure

SEC source: 0001567619-22-020804 · doc1.xml · nonDerivative · entry 1

Listner Michael · CIK 0001876359 · SVP and CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,104

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 15, 2022 Filed Feb 13, 2023 13:02 UTC PurchaseCommon Stock 28 $41.00 $1,148.00
Disclosure

SEC source: 0001567619-23-002468 · doc1.xml · nonDerivative · entry 5

Heimbach Louis · CIK 0001875293 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By IRA

Disclosed balance after: 3,148

Read SEC document
March 15, 2022 Filed Feb 13, 2023 13:02 UTC PurchaseCommon Stock 46 $40.99 $1,885.54
Disclosure

SEC source: 0001567619-23-002468 · doc1.xml · nonDerivative · entry 1

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.

Read SEC document
March 09, 2022 Filed May 3, 2022 17:43 UTC
Gilfeather Michael JDirector · President and CEO
GiftCommon Stock 30 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-009378 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,051

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
March 07, 2022 Filed Mar 8, 2022 21:42 UTC
Lesler MichaelSVP, Chief Accounting Officer
PurchaseCommon Stock 4 $40.99 $163.95
Disclosure

SEC source: 0001567619-22-006551 · doc1.xml · nonDerivative · entry 2

Lesler Michael · CIK 0001393132 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By IRA

Disclosed balance after: 4

Read SEC document
March 07, 2022 Filed Mar 8, 2022 21:42 UTC
Lesler MichaelSVP, Chief Accounting Officer
PurchaseCommon Stock 996 $41.00 $40,836.00
Disclosure

SEC source: 0001567619-22-006551 · doc1.xml · nonDerivative · entry 1

Lesler Michael · CIK 0001393132 · SVP, Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By IRA

Disclosed balance after: 996

Read SEC document
March 01, 2022 Filed Mar 2, 2022 20:32 UTC GrantPhantom Stock · Derivative 146.398 $40.95 $5,995.00
Disclosure

SEC source: 0001567619-22-006052 · doc1.xml · derivative · entry 3

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 438.837

Underlying: Common Stock · 146.398 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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March 01, 2022 Filed Mar 2, 2022 20:35 UTC GrantPhantom Stock · Derivative 30.525 $40.95 $1,250.00
Disclosure

SEC source: 0001567619-22-006054 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 509.4667

Underlying: Common Stock · 30.525 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 01, 2022 Filed Mar 2, 2022 20:31 UTC GrantPhantom Stock · Derivative 151.8193 $40.95 $6,217.00
Disclosure

SEC source: 0001567619-22-006050 · doc1.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,744.2879

Underlying: Common Stock · 151.8193 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 01, 2022 Filed Mar 2, 2022 20:35 UTC GrantPhantom Stock · Derivative 151.8193 $40.95 $6,217.00
Disclosure

SEC source: 0001567619-22-006056 · doc1.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,744.2879

Underlying: Common Stock · 151.8193 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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February 18, 2022 Filed Feb 22, 2022 16:03 UTC
Gilfeather Michael JDirector · President and CEO
GrantCommon Stock 3,218 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-005187 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,081

F5 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2020.

F2 · 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.

F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

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February 15, 2022 Filed Feb 17, 2022 16:20 UTC
Listner MichaelSVP and CCO
GrantCommon Stock 1,223 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-004872 · doc1.xml · nonDerivative · entry 1

Listner Michael · CIK 0001876359 · SVP and CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,223

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

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.

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February 15, 2022 Filed Feb 17, 2022 16:18 UTC Tax withholdingCommon Stock 553 $41.00 $22,673.00
Disclosure

SEC source: 0001567619-22-004868 · doc1.xml · nonDerivative · entry 2

Coulter Michael J · CIK 0001875275 · EVP and CLO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,421

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2020.

F2 · 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.

F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

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February 15, 2022 Filed Feb 17, 2022 16:18 UTC GrantCommon Stock 1,682 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-004868 · doc1.xml · nonDerivative · entry 1

Coulter Michael J · CIK 0001875275 · EVP and CLO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,974

F5 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2020.

F2 · 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.

F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

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February 15, 2022 Filed Feb 17, 2022 16:22 UTC
Peacock Robert LSEVP and CFO
Tax withholdingCommon Stock 539 $41.00 $22,099.00
Disclosure

SEC source: 0001567619-22-004874 · doc1.xml · nonDerivative · entry 2

Peacock Robert L · CIK 0001875282 · SEVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,968

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2020.

F2 · 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.

F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

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February 15, 2022 Filed Feb 17, 2022 16:22 UTC
Peacock Robert LSEVP and CFO
GrantCommon Stock 2,011 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-004874 · doc1.xml · nonDerivative · entry 1

Peacock Robert L · CIK 0001875282 · SEVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,507

F5 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2020.

F2 · 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.

F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

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February 15, 2022 Filed Feb 17, 2022 16:23 UTC
Ruhl Joseph AReg Pres, Westchester County
Tax withholdingCommon Stock 640 $41.00 $26,240.00
Disclosure

SEC source: 0001567619-22-004876 · doc1.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,705

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2020.

F2 · 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.

F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

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February 15, 2022 Filed Feb 17, 2022 16:23 UTC
Ruhl Joseph AReg Pres, Westchester County
GrantCommon Stock 1,822 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-004876 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,345

F5 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2020.

F2 · 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.

F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

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February 15, 2022 Filed Feb 17, 2022 21:12 UTC
Sousa GregoryEVP and CCBO
Tax withholdingCommon Stock 442 $41.00 $18,122.00
Disclosure

SEC source: 0001567619-22-004863 · doc1.xml · nonDerivative · entry 2

Sousa Gregory · CIK 0001875279 · EVP and CCBO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,013

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2020.

F2 · 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.

F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

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February 15, 2022 Filed Feb 17, 2022 21:12 UTC
Sousa GregoryEVP and CCBO
GrantCommon Stock 1,542 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-004863 · doc1.xml · nonDerivative · entry 1

Sousa Gregory · CIK 0001875279 · EVP and CCBO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,455

F5 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2020.

F2 · 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.

F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

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February 15, 2022 Filed Feb 17, 2022 16:25 UTC
SKUTHAN FRANKSVP, Dir Trust Services
GrantCommon Stock 1,075 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-004878 · doc1.xml · nonDerivative · entry 1

SKUTHAN FRANK · CIK 0001191173 · SVP, Dir Trust Services

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,075

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

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

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February 15, 2022 Filed Feb 17, 2022 21:19 UTC
Gilfeather Michael JDirector · President and CEO
Tax withholdingCommon Stock 1,394 $41.00 $57,154.00
Disclosure

SEC source: 0001567619-22-004870 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,863

F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2020.

F2 · 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.

F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.

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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.