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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 10, 2025 Filed Nov 12, 2025 21:38 UTC
Rooney StephenSVP, Chief Credit Officer
Tax withholdingCommon Stock 721 $26.48 $19,092.08
Disclosure

SEC source: 0001437749-25-034478 · rdgdoc.xml · nonDerivative · entry 1

Rooney Stephen · CIK 0001464333 · SVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,268

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

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

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026.

Read SEC document
October 31, 2025 Filed Nov 3, 2025 21:43 UTC
Gilfeather Michael JDirector · President and CEO
PurchaseCommon Stock 350 $24.02 $8,407.00
Disclosure

SEC source: 0001437749-25-032793 · rdgdoc.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By IRA

Disclosed balance after: 16,200

Read SEC document
October 31, 2025 Filed Nov 3, 2025 21:43 UTC
Gilfeather Michael JDirector · President and CEO
PurchaseCommon Stock 1,300 $24.02 $31,226.00
Disclosure

SEC source: 0001437749-25-032793 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,788

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024.

F2 · balance_after: Includes restricted stock units which vest on December 31, 2026.

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026.

Read SEC document
October 22, 2025 Filed Nov 6, 2025 16:46 UTC GrantPhantom Stock · Derivative Not disclosed $24.73 $60.00
Disclosure

SEC source: 0001437749-25-033514 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,623

Underlying: Common Stock · 60 shares

Expires not disclosed

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

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

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

Read SEC document
October 01, 2025 Filed Oct 2, 2025 19:37 UTC GrantPhantom Stock · Derivative Not disclosed $25.10 $769.00
Disclosure

SEC source: 0001437749-25-030302 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,565

Underlying: Common Stock · 769 shares

Expires not disclosed

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

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

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

Read SEC document
October 01, 2025 Filed Oct 2, 2025 19:32 UTC
Schiller JonDirector
GrantPhantom Stock · Derivative Not disclosed $25.10 $769.00
Disclosure

SEC source: 0001437749-25-030293 · rdgdoc.xml · derivative · entry 2

Schiller Jon · CIK 0002040355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,046

Underlying: Common Stock · 769 shares

Expires not disclosed

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

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

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

Read SEC document
October 01, 2025 Filed Oct 2, 2025 19:36 UTC GrantPhantom Stock · Derivative Not disclosed $25.10 $179.00
Disclosure

SEC source: 0001437749-25-030299 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,837

Underlying: Common Stock · 179 shares

Expires not disclosed

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

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

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

Read SEC document
October 01, 2025 Filed Oct 2, 2025 19:38 UTC GrantPhantom Stock · Derivative Not disclosed $25.10 $872.00
Disclosure

SEC source: 0001437749-25-030306 · rdgdoc.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,061

Underlying: Common Stock · 872 shares

Expires not disclosed

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

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

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

Read SEC document
October 01, 2025 Filed Oct 2, 2025 19:35 UTC GrantPhantom Stock · Derivative Not disclosed $25.10 $872.00
Disclosure

SEC source: 0001437749-25-030296 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,563

Underlying: Common Stock · 872 shares

Expires not disclosed

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

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

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

Read SEC document
October 01, 2025 Filed Oct 2, 2025 19:39 UTC GrantPhantom Stock · Derivative Not disclosed $25.10 $50.00
Disclosure

SEC source: 0001437749-25-030308 · rdgdoc.xml · derivative · entry 2

Tirado Olga Luz · CIK 0001995774 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 197

Underlying: Common Stock · 50 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 16, 2025 Filed Sep 17, 2025 20:20 UTC GrantPhantom Stock · Derivative Not disclosed $25.95 $74.00
Disclosure

SEC source: 0001437749-25-029295 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,795

Underlying: Common Stock · 74 shares

Expires not disclosed

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

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

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

Read SEC document
September 16, 2025 Filed Sep 17, 2025 19:42 UTC
Schiller JonDirector
GrantPhantom Stock · Derivative Not disclosed $25.95 $11.00
Disclosure

SEC source: 0001437749-25-029270 · rdgdoc.xml · derivative · entry 2

Schiller Jon · CIK 0002040355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,276

Underlying: Common Stock · 11 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 16, 2025 Filed Sep 17, 2025 19:47 UTC GrantPhantom Stock · Derivative Not disclosed $25.95 $28.00
Disclosure

SEC source: 0001437749-25-029277 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,658

Underlying: Common Stock · 28 shares

Expires not disclosed

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

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

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

Read SEC document
September 16, 2025 Filed Sep 17, 2025 19:36 UTC
Sousa GregoryEVP and Deputy CLO
GrantPhantom Stock · Derivative Not disclosed $25.95 $18.00
Disclosure

SEC source: 0001437749-25-029268 · rdgdoc.xml · derivative · entry 3

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,659

Underlying: Common Stock · 18 shares

Expires not disclosed

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

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

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

Read SEC document
September 16, 2025 Filed Sep 17, 2025 21:04 UTC GrantPhantom Stock · Derivative Not disclosed $25.95 $6.00
Disclosure

SEC source: 0001437749-25-029315 · rdgdoc.xml · derivative · entry 4

Morrison William D · CIK 0001875297 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,136

Underlying: Common Stock · 6 shares

Expires not disclosed

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

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

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

Read SEC document
September 16, 2025 Filed Sep 17, 2025 20:21 UTC GrantPhantom Stock · Derivative Not disclosed $25.95 $106.00
Disclosure

SEC source: 0001437749-25-029297 · rdgdoc.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,189

Underlying: Common Stock · 106 shares

Expires not disclosed

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

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

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

Read SEC document
September 16, 2025 Filed Sep 17, 2025 20:22 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative Not disclosed $25.95 $109.00
Disclosure

SEC source: 0001437749-25-029299 · 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: 21,919

Underlying: Common Stock · 109 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 a director.

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 a director.

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 a director.

Read SEC document
September 16, 2025 Filed Sep 17, 2025 19:44 UTC GrantPhantom Stock · Derivative Not disclosed $25.95 $108.00
Disclosure

SEC source: 0001437749-25-029274 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,691

Underlying: Common Stock · 108 shares

Expires not disclosed

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

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

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

Read SEC document
September 16, 2025 Filed Sep 17, 2025 20:17 UTC
Lesler MichaelEVP, Chief Financial Officer
GrantPhantom Stock · Derivative Not disclosed $25.95 $4.00
Disclosure

SEC source: 0001437749-25-029289 · rdgdoc.xml · derivative · entry 4

Lesler Michael · CIK 0001393132 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 896

Underlying: Common Stock · 4 shares

Expires not disclosed

F6 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.

F6 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.

F6 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.

Read SEC document
September 16, 2025 Filed Sep 17, 2025 20:24 UTC GrantPhantom Stock · Derivative Not disclosed $25.95 $1.00
Disclosure

SEC source: 0001437749-25-029301 · rdgdoc.xml · derivative · entry 2

Tirado Olga Luz · CIK 0001995774 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 147

Underlying: Common Stock · 1 shares

Expires not disclosed

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

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

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

Read SEC document
September 16, 2025 Filed Sep 17, 2025 20:18 UTC GrantPhantom Stock · Derivative Not disclosed $25.95 $43.00
Disclosure

SEC source: 0001437749-25-029292 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,593

Underlying: Common Stock · 43 shares

Expires not disclosed

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

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

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

Read SEC document
September 16, 2025 Filed Jan 6, 2026 20:24 UTC
Schiller JonDirector
OtherCommon Stock 57 $25.95 $1,479.15
Disclosure

SEC source: 0001437749-26-000589 · rdgdoc.xml · nonDerivative · entry 2

Schiller Jon · CIK 0002040355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,531

F1 · balance_after: Includes restricted stock units which vest 100% on February 20, 2026 and are settled in shares of Issuer common stock upon separation from service of the reporting person.

Read SEC document
September 02, 2025 Filed Sep 4, 2025 16:26 UTC GrantPhantom Stock · Derivative Not disclosed $26.52 $56.00
Disclosure

SEC source: 0001437749-25-028346 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,582

Underlying: Common Stock · 56 shares

Expires not disclosed

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

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

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

Read SEC document
July 23, 2025 Filed Jul 24, 2025 15:40 UTC GrantPhantom Stock · Derivative Not disclosed $27.55 $109.00
Disclosure

SEC source: 0001437749-25-023377 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,526

Underlying: Common Stock · 109 shares

Expires not disclosed

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

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

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

Read SEC document
July 01, 2025 Filed Jul 2, 2025 18:37 UTC GrantPhantom Stock · Derivative 729 $26.49 $19,311.21
Disclosure

SEC source: 0001437749-25-021936 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,721

Underlying: Common Stock · 729 shares

Expires not disclosed

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

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

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

Read SEC document
July 01, 2025 Filed Jul 2, 2025 18:32 UTC
Schiller JonDirector
GrantPhantom Stock · Derivative 729 $26.49 $19,311.21
Disclosure

SEC source: 0001437749-25-021933 · rdgdoc.xml · derivative · entry 2

Schiller Jon · CIK 0002040355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,265

Underlying: Common Stock · 729 shares

Expires not disclosed

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

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

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

Read SEC document
July 01, 2025 Filed Jul 2, 2025 18:35 UTC GrantPhantom Stock · Derivative 170 $26.49 $4,503.30
Disclosure

SEC source: 0001437749-25-021935 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,630

Underlying: Common Stock · 170 shares

Expires not disclosed

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

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

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

Read SEC document
July 01, 2025 Filed Jul 2, 2025 18:38 UTC GrantPhantom Stock · Derivative 826 $26.49 $21,880.74
Disclosure

SEC source: 0001437749-25-021938 · rdgdoc.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,083

Underlying: Common Stock · 826 shares

Expires not disclosed

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

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

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

Read SEC document
July 01, 2025 Filed Jul 2, 2025 18:34 UTC GrantPhantom Stock · Derivative 826 $26.49 $21,880.74
Disclosure

SEC source: 0001437749-25-021934 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,417

Underlying: Common Stock · 826 shares

Expires not disclosed

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

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

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

Read SEC document
July 01, 2025 Filed Jul 2, 2025 18:40 UTC GrantPhantom Stock · Derivative 47 $26.49 $1,245.03
Disclosure

SEC source: 0001437749-25-021940 · rdgdoc.xml · derivative · entry 2

Tirado Olga Luz · CIK 0001995774 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 147

Underlying: Common Stock · 47 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 16, 2025 Filed Jun 18, 2025 17:05 UTC GrantPhantom Stock · Derivative 78 $23.14 $1,804.92
Disclosure

SEC source: 0001437749-25-020756 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,992

Underlying: Common Stock · 78 shares

Expires not disclosed

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

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

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

Read SEC document
June 16, 2025 Filed Jun 18, 2025 16:55 UTC
Schiller JonDirector
GrantPhantom Stock · Derivative 9 $23.14 $208.26
Disclosure

SEC source: 0001437749-25-020749 · rdgdoc.xml · derivative · entry 2

Schiller Jon · CIK 0002040355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,536

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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June 16, 2025 Filed Jun 18, 2025 16:59 UTC GrantStock Options · Derivative 31 $23.14 $717.34
Disclosure

SEC source: 0001437749-25-020752 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,460

Underlying: Common Stock · 31 shares

Expires not disclosed

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

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

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

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June 16, 2025 Filed Jun 18, 2025 16:53 UTC
Sousa GregoryEVP and Deputy CLO
GrantPhantom Stock · Derivative 20 $23.14 $462.80
Disclosure

SEC source: 0001437749-25-020748 · rdgdoc.xml · derivative · entry 3

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,641

Underlying: Common Stock · 20 shares

Expires not disclosed

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

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

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

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June 16, 2025 Filed Jun 18, 2025 17:00 UTC GrantPhantom Stock · Derivative 6 $23.14 $138.84
Disclosure

SEC source: 0001437749-25-020753 · rdgdoc.xml · derivative · entry 4

Morrison William D · CIK 0001875297 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,130

Underlying: Common Stock · 6 shares

Expires not disclosed

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

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

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

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June 16, 2025 Filed Jun 18, 2025 17:06 UTC GrantPhantom Stock · Derivative 113 $23.14 $2,614.82
Disclosure

SEC source: 0001437749-25-020757 · rdgdoc.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,257

Underlying: Common Stock · 113 shares

Expires not disclosed

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

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

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

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June 16, 2025 Filed Jun 18, 2025 17:07 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative 122 $23.14 $2,823.08
Disclosure

SEC source: 0001437749-25-020758 · 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: 21,810

Underlying: Common Stock · 122 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 a director.

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 a director.

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 a director.

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June 16, 2025 Filed Jun 18, 2025 16:57 UTC GrantPhantom Stock · Derivative 115 $23.14 $2,661.10
Disclosure

SEC source: 0001437749-25-020751 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,591

Underlying: Common Stock · 115 shares

Expires not disclosed

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

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

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

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June 16, 2025 Filed Jun 18, 2025 17:02 UTC
Lesler MichaelEVP, Chief Financial Officer
GrantPhantom Stock · Derivative 5 $23.14 $115.70
Disclosure

SEC source: 0001437749-25-020754 · rdgdoc.xml · derivative · entry 4

Lesler Michael · CIK 0001393132 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 892

Underlying: Common Stock · 5 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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June 16, 2025 Filed Jun 18, 2025 17:08 UTC GrantPhantom Stock · Derivative 1 $23.14 $23.14
Disclosure

SEC source: 0001437749-25-020759 · rdgdoc.xml · derivative · entry 2

Tirado Olga Luz · CIK 0001995774 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99

Underlying: Common Stock · 1 shares

Expires not disclosed

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

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

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

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June 16, 2025 Filed Jun 18, 2025 17:03 UTC GrantPhantom Stock · Derivative 48 $23.14 $1,110.72
Disclosure

SEC source: 0001437749-25-020755 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,551

Underlying: Common Stock · 48 shares

Expires not disclosed

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

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

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

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June 16, 2025 Filed Jan 6, 2026 20:24 UTC
Schiller JonDirector
OtherCommon Stock 28 $23.14 $647.92
Disclosure

SEC source: 0001437749-26-000589 · rdgdoc.xml · nonDerivative · entry 1

Schiller Jon · CIK 0002040355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,474

F1 · balance_after: Includes restricted stock units which vest 100% on February 20, 2026 and are settled in shares of Issuer common stock upon separation from service of the reporting person.

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June 04, 2025 Filed Jun 5, 2025 17:02 UTC
Schiller JonDirector
PurchaseCommon Stock 6,451 $23.25 $149,985.75
Disclosure

SEC source: 0001437749-25-019506 · rdgdoc.xml · nonDerivative · entry 1

Schiller Jon · CIK 0002040355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,446

F1 · balance_after: Includes restricted stock units which vest 100% on February 20, 2026 and are settled in shares of Issuer common stock upon separation from service of the reporting person.

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May 28, 2025 Filed May 30, 2025 12:27 UTC
Dineen David PSVP, Dir. Wealth Services
Tax withholdingCommon Stock 240 $25.85 $6,204.00
Disclosure

SEC source: 0001437749-25-018917 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,214

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

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

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026.

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May 16, 2025 Filed May 19, 2025 18:03 UTC
Ruhl Joseph AReg Pres, Westchester County
SaleCommon Stock 1,752 $26.67 $46,725.84
Disclosure

SEC source: 0001437749-25-017665 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,485

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024.

F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026.

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May 05, 2025 Filed May 7, 2025 19:24 UTC SaleCommon Stock 2,497 $26.17 $65,346.49
Disclosure

SEC source: 0001437749-25-015208 · rdgdoc.xml · nonDerivative · entry 1

Coulter Michael J · CIK 0001875275 · EVP and CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,984

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024.

F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.

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May 02, 2025 Filed May 7, 2025 00:59 UTC
Sousa GregoryEVP and Deputy CLO
SaleCommon Stock 1,813 $24.60 $44,599.80
Disclosure

SEC source: 0001104659-25-045194 · tm2514259-1_4seq1.xml · nonDerivative · entry 5

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,280

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024.

F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026.

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May 02, 2025 Filed May 7, 2025 00:59 UTC
Sousa GregoryEVP and Deputy CLO
SaleCommon Stock 300 $24.61 $7,383.00
Disclosure

SEC source: 0001104659-25-045194 · tm2514259-1_4seq1.xml · nonDerivative · entry 4

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,093

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024.

F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026.

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May 02, 2025 Filed May 7, 2025 00:59 UTC
Sousa GregoryEVP and Deputy CLO
SaleCommon Stock 100 $24.62 $2,462.00
Disclosure

SEC source: 0001104659-25-045194 · tm2514259-1_4seq1.xml · nonDerivative · entry 3

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,393

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024.

F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026.

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May 02, 2025 Filed May 7, 2025 00:59 UTC
Sousa GregoryEVP and Deputy CLO
SaleCommon Stock 177 $24.65 $4,363.05
Disclosure

SEC source: 0001104659-25-045194 · tm2514259-1_4seq1.xml · nonDerivative · entry 2

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,493

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024.

F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026.

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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.