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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
March 10, 2025 Filed Mar 12, 2025 21:29 UTC
Sousa GregoryEVP and Deputy CLO
Tax withholdingCommon Stock 410 $23.95 $9,819.50
Disclosure

SEC source: 0001437749-25-007329 · rdgdoc.xml · nonDerivative · entry 1

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,669

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.

F5 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 21:19 UTC
Rooney StephenSVP, Chief Credit Officer
Tax withholdingCommon Stock 133 $23.95 $3,185.35
Disclosure

SEC source: 0001437749-25-007314 · rdgdoc.xml · nonDerivative · entry 1

Rooney Stephen · CIK 0001464333 · SVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,217

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: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 21:23 UTC
Gilfeather Michael JDirector · President and CEO
Tax withholdingCommon Stock 1,616 $23.95 $38,703.20
Disclosure

SEC source: 0001437749-25-007321 · 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: 89,088

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.

F5 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 17:25 UTC
Dineen David PSVP, Dir. Wealth Services
Tax withholdingCommon Stock 276 $23.95 $6,610.20
Disclosure

SEC source: 0001437749-25-007325 · 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: 6,712

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.

F4 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
March 10, 2025 Filed Mar 12, 2025 21:14 UTC
Jones Elizabeth ASVP, Chief Operating Officer
Tax withholdingCommon Stock 253 $23.95 $6,059.35
Disclosure

SEC source: 0001437749-25-007307 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,830

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: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
February 20, 2025 Filed Feb 21, 2025 22:15 UTC GrantCommon Stock 995 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-004779 · rdgdoc.xml · nonDerivative · entry 1

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,497

F5 · shares: 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.

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.

F2 · balance_after: Includes restricted stock units which vest 100% on March 21, 2025 and are settled in shares of Issuer common stock upon separation from service of the reporting person.

F4 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
February 20, 2025 Filed Feb 21, 2025 22:14 UTC
Schiller JonDirector
GrantCommon Stock 995 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-004777 · rdgdoc.xml · nonDerivative · entry 1

Schiller Jon · CIK 0002040355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,995

F3 · shares: 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.

F2 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
February 20, 2025 Filed Feb 21, 2025 22:09 UTC GrantCommon Stock 995 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-004764 · rdgdoc.xml · nonDerivative · entry 1

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,397

F5 · shares: 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.

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.

F2 · balance_after: Includes restricted stock units which vest 100% on March 21, 2025 and are settled in shares of Issuer common stock upon separation from service of the reporting person.

F4 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
February 20, 2025 Filed Feb 21, 2025 22:12 UTC
Sousa GregoryEVP and Deputy CLO
GrantPhantom Stock · Derivative 1,223 $26.99 $33,008.77
Disclosure

SEC source: 0001437749-25-004770 · rdgdoc.xml · derivative · entry 3

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,601

Underlying: Common Stock · 1,223 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.

F6 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
February 20, 2025 Filed Feb 21, 2025 22:16 UTC GrantCommon Stock 995 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-004781 · rdgdoc.xml · nonDerivative · entry 1

Morrison William D · CIK 0001875297 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,741

F4 · shares: 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.

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.

F2 · balance_after: Includes restricted stock units which vest 100% on March 21, 2025 and are settled in shares of Issuer common stock upon separation from service of the reporting person.

F3 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
February 20, 2025 Filed Feb 21, 2025 22:13 UTC GrantCommon Stock 995 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-004772 · rdgdoc.xml · nonDerivative · entry 1

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,055

F5 · shares: 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.

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.

F2 · balance_after: Includes restricted stock units which vest 100% on March 21, 2025 and are settled in shares of Issuer common stock upon separation from service of the reporting person.

F4 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
February 20, 2025 Filed Feb 21, 2025 22:13 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative 4,817 $26.99 $130,010.83
Disclosure

SEC source: 0001437749-25-004774 · 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: 21.572

Underlying: Common Stock · 4,817 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.

F6 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
February 20, 2025 Filed Feb 21, 2025 22:11 UTC GrantCommon Stock 995 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-004768 · rdgdoc.xml · nonDerivative · entry 1

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 538,365

F5 · shares: 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.

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.

F2 · balance_after: Includes restricted stock units which vest 100% on March 21, 2025 and are settled in shares of Issuer common stock upon separation from service of the reporting person.

F4 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
February 20, 2025 Filed Feb 21, 2025 22:10 UTC
Lesler MichaelEVP, Chief Financial Officer
GrantPhantom Stock · Derivative 882 $26.99 $23,805.18
Disclosure

SEC source: 0001437749-25-004766 · rdgdoc.xml · derivative · entry 4

Lesler Michael · CIK 0001393132 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 882

Underlying: Common Stock · 882 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
February 20, 2025 Filed Feb 21, 2025 22:17 UTC GrantCommon Stock 995 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-004783 · rdgdoc.xml · nonDerivative · entry 1

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,697

F5 · shares: 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

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.

F2 · balance_after: Includes restricted stock units which vest 100% on March 21, 2025 and are settled in shares of Issuer common stock upon separation from service of the reporting person.

F4 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
February 20, 2025 Filed Feb 21, 2025 22:08 UTC GrantCommon Stock 995 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-004762 · rdgdoc.xml · nonDerivative · entry 1

Tirado Olga Luz · CIK 0001995774 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,097

F4 · shares: 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.

F1 · balance_after: Includes restricted stock units which vest 100% on March 21, 2025 and are settled in shares of Issuer common stock upon separation from service of the reporting person.

F3 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 16:21 UTC
Listner MichaelSVP and Chief Risk Officer
Tax withholdingCommon Stock 336 $26.63 $8,947.68
Disclosure

SEC source: 0001437749-25-004575 · rdgdoc.xml · nonDerivative · entry 1

Listner Michael · CIK 0001876359 · SVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,808

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 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: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 16:24 UTC Tax withholdingCommon Stock 463 $26.63 $12,329.69
Disclosure

SEC source: 0001437749-25-004582 · rdgdoc.xml · nonDerivative · entry 1

Coulter Michael J · CIK 0001875275 · EVP and CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,607

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

F5 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 16:20 UTC
Ruhl Joseph AReg Pres, Westchester County
Tax withholdingCommon Stock 502 $26.63 $13,368.26
Disclosure

SEC source: 0001437749-25-004573 · 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: 28,426

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 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: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:25 UTC
Sousa GregoryEVP and Deputy CLO
Tax withholdingCommon Stock 425 $26.63 $11,317.75
Disclosure

SEC source: 0001437749-25-004584 · rdgdoc.xml · nonDerivative · entry 1

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,079

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

F6 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:23 UTC
Gilfeather Michael JDirector · President and CEO
Tax withholdingCommon Stock 1,133 $26.63 $30,171.79
Disclosure

SEC source: 0001437749-25-004580 · 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: 90,704

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 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 on December 31, 2026.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.

F6 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:22 UTC
Jones Elizabeth ASVP, Chief Operating Officer
Tax withholdingCommon Stock 137 $26.63 $3,648.31
Disclosure

SEC source: 0001437749-25-004578 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,083

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 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: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
February 18, 2025 Filed Mar 12, 2025 21:12 UTC Amendment
Jones Elizabeth ASVP, Chief Operating Officer
Tax withholdingCommon Stock 137 $26.63 $3,648.31
Disclosure

SEC source: 0001437749-25-007304 · rdgdoc.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,083

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 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: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
February 14, 2025 Filed Feb 18, 2025 22:24 UTC
Gilfeather Michael JDirector · President and CEO
GrantCommon Stock 5,247 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-004255 · 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: 91,837

F3 · shares: Includes restricted stock units which vest on December 31, 2026.

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 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 on December 31, 2026.

F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.

F6 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
January 22, 2025 Filed Jan 28, 2025 21:13 UTC GrantPhantom Stock · Derivative 58 $26.07 $1,512.06
Disclosure

SEC source: 0001437749-25-002022 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,065

Underlying: Common Stock · 58 shares

Expires not disclosed

F4 · 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.

F4 · 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.

F4 · 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.

F2 · balance_after: Restricted stock units which vested 100% on August 8, 2024 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service.

F5 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.

Read SEC document
January 02, 2025 Filed Jan 3, 2025 21:39 UTC GrantPhantom Stock · Derivative 358 $53.98 $19,324.84
Disclosure

SEC source: 0001437749-25-000255 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,498

Underlying: Common Stock · 358 shares

Expires not disclosed

F4 · 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.

F4 · 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.

F4 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
January 02, 2025 Filed Jan 3, 2025 21:32 UTC
Schiller JonDirector
GrantPhantom Stock · Derivative 358 $53.98 $19,324.84
Disclosure

SEC source: 0001437749-25-000241 · rdgdoc.xml · derivative · entry 2

Schiller Jon · CIK 0002040355 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 358

Underlying: Common Stock · 358 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
January 02, 2025 Filed Jan 3, 2025 21:30 UTC GrantPhantom Stock · Derivative 83 $53.98 $4,480.34
Disclosure

SEC source: 0001437749-25-000239 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,585

Underlying: Common Stock · 83 shares

Expires not disclosed

F4 · 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.

F4 · 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.

F4 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
January 02, 2025 Filed Jan 3, 2025 21:39 UTC GrantPhantom Stock · Derivative 405 $53.98 $21,861.90
Disclosure

SEC source: 0001437749-25-000257 · rdgdoc.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,542

Underlying: Common Stock · 405 shares

Expires not disclosed

F4 · 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.

F4 · 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.

F4 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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January 02, 2025 Filed Jan 3, 2025 21:31 UTC GrantPhantom Stock · Derivative 405 $53.98 $21,861.90
Disclosure

SEC source: 0001437749-25-000240 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,542

Underlying: Common Stock · 405 shares

Expires not disclosed

F4 · 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.

F4 · 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.

F4 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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January 02, 2025 Filed Jan 3, 2025 21:40 UTC GrantPhantom Stock · Derivative 23 $53.98 $1,241.54
Disclosure

SEC source: 0001437749-25-000261 · rdgdoc.xml · derivative · entry 2

Tirado Olga Luz · CIK 0001995774 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23

Underlying: Common Stock · 23 shares

Expires not disclosed

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

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

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

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January 02, 2025 Filed Jan 28, 2025 21:13 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative 223 $53.98 $12,037.54
Disclosure

SEC source: 0001437749-25-002021 · 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: 8,378

Underlying: Common Stock · 223 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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December 23, 2024 Filed Dec 26, 2024 15:09 UTC
Lesler MichaelEVP, Chief Financial Officer
Tax withholdingCommon Stock 120 $54.78 $6,573.60
Disclosure

SEC source: 0001437749-24-038348 · rdgdoc.xml · nonDerivative · entry 1

Lesler Michael · CIK 0001393132 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,736

F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on December 23, 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: Restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.

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December 16, 2024 Filed Dec 18, 2024 21:33 UTC GrantPhantom Stock · Derivative Not disclosed $59.24 $22.00
Disclosure

SEC source: 0001437749-24-037863 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,140

Underlying: Common Stock · 22 shares

Expires not disclosed

F4 · 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.

F4 · 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.

F4 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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December 16, 2024 Filed Dec 18, 2024 21:31 UTC GrantPhantom Stock · Derivative Not disclosed $59.24 $6.00
Disclosure

SEC source: 0001437749-24-037859 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,503

Underlying: Common Stock · 6 shares

Expires not disclosed

F4 · 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.

F4 · 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.

F4 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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December 16, 2024 Filed Dec 18, 2024 21:38 UTC
Sousa GregoryEVP and Deputy CLO
GrantPhantom Stock · Derivative Not disclosed $59.24 $5.00
Disclosure

SEC source: 0001437749-24-037869 · rdgdoc.xml · derivative · entry 3

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,189

Underlying: Common Stock · 5 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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December 16, 2024 Filed Dec 18, 2024 21:35 UTC GrantPhantom Stock · Derivative Not disclosed $59.24 $34.00
Disclosure

SEC source: 0001437749-24-037865 · rdgdoc.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,137

Underlying: Common Stock · 34 shares

Expires not disclosed

F4 · 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.

F4 · 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.

F4 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

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December 16, 2024 Filed Dec 18, 2024 21:37 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative Not disclosed $59.24 $34.00
Disclosure

SEC source: 0001437749-24-037867 · 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: 8,154

Underlying: Common Stock · 34 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
December 16, 2024 Filed Dec 18, 2024 21:29 UTC GrantPhantom Stock · Derivative Not disclosed $59.24 $34.00
Disclosure

SEC source: 0001437749-24-037856 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,137

Underlying: Common Stock · 34 shares

Expires not disclosed

F4 · 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.

F4 · 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.

F4 · 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
December 16, 2024 Filed Dec 18, 2024 21:32 UTC GrantPhantom Stock · Derivative Not disclosed $59.24 $13.00
Disclosure

SEC source: 0001437749-24-037861 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,208

Underlying: Common Stock · 13 shares

Expires not disclosed

F4 · 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.

F4 · 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.

F4 · 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
December 16, 2024 Filed Jan 28, 2025 20:35 UTC Amendment GrantPhantom Stock · Derivative Not disclosed $59.24 $24.00
Disclosure

SEC source: 0001437749-25-002009 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,601

Underlying: Common Stock · 24 shares

Expires not disclosed

F4 · 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.

F4 · 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.

F4 · 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.

F2 · balance_after: Restricted stock units which vested 100% on August 8, 2024 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service.

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December 16, 2024 Filed Jan 28, 2025 20:29 UTC Amendment GrantPhantom Stock · Derivative Not disclosed $59.24 $8.00
Disclosure

SEC source: 0001437749-25-001996 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,964

Underlying: Common Stock · 8 shares

Expires not disclosed

F4 · 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.

F4 · 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.

F4 · 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.

F2 · balance_after: Restricted stock units which vested 100% on August 8, 2024 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service.

Read SEC document
December 16, 2024 Filed Jan 28, 2025 20:38 UTC Amendment GrantPhantom Stock · Derivative Not disclosed $59.24 $36.00
Disclosure

SEC source: 0001437749-25-002015 · rdgdoc.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,598

Underlying: Common Stock · 36 shares

Expires not disclosed

F4 · 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.

F4 · 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.

F4 · 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.

F2 · balance_after: Includes restricted stock units which vested 100% on August 8, 2024 (including accumulated dividends) and are settled in shares of Issuer common stock upon separation from service of the reporting person.

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December 16, 2024 Filed Jan 28, 2025 20:26 UTC Amendment GrantPhantom Stock · Derivative Not disclosed $59.24 $36.00
Disclosure

SEC source: 0001437749-25-001990 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,598

Underlying: Common Stock · 36 shares

Expires not disclosed

F4 · 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.

F4 · 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.

F4 · 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.

F2 · balance_after: Restricted stock units which vested 100% on August 8, 2024 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service.

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December 16, 2024 Filed Jan 28, 2025 20:32 UTC Amendment GrantPhantom Stock · Derivative Not disclosed $59.24 $15.00
Disclosure

SEC source: 0001437749-25-002002 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,670

Underlying: Common Stock · 15 shares

Expires not disclosed

F4 · 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.

F4 · 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.

F4 · 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.

F2 · balance_after: Restricted stock units which vested 100% on August 8, 2024 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service.

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December 02, 2024 Filed Dec 4, 2024 21:20 UTC
Rooney StephenSVP, Chief Credit Officer
SaleCommon Stock 700 $58.31 $40,817.00
Disclosure

SEC source: 0001437749-24-036699 · rdgdoc.xml · nonDerivative · entry 1

Rooney Stephen · CIK 0001464333 · SVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,175

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.

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November 21, 2024 Filed Nov 22, 2024 15:07 UTC
Ruhl Joseph AReg Pres, Westchester County
SaleCommon Stock 910 $57.75 $52,552.50
Disclosure

SEC source: 0001437749-24-036039 · 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: 14,464

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

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November 08, 2024 Filed Nov 12, 2024 19:03 UTC
Rooney StephenSVP, Chief Credit Officer
Tax withholdingCommon Stock 360 $62.09 $22,352.40
Disclosure

SEC source: 0001437749-24-034467 · rdgdoc.xml · nonDerivative · entry 1

Rooney Stephen · CIK 0001464333 · SVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,875

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.

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November 06, 2024 Filed Nov 7, 2024 12:27 UTC
Listner MichaelSVP and Chief Risk Officer
SaleCommon Stock 214 $60.10 $12,861.40
Disclosure

SEC source: 0001437749-24-033838 · rdgdoc.xml · nonDerivative · entry 2

Listner Michael · CIK 0001876359 · SVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,072

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

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November 06, 2024 Filed Nov 7, 2024 12:27 UTC
Listner MichaelSVP and Chief Risk Officer
SaleCommon Stock 375 $59.00 $22,125.00
Disclosure

SEC source: 0001437749-24-033838 · rdgdoc.xml · nonDerivative · entry 1

Listner Michael · CIK 0001876359 · SVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,286

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

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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.