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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 05, 2024 Filed Nov 6, 2024 17:44 UTC
Sousa GregoryEVP and Deputy CLO
SaleCommon Stock 426 $55.00 $23,430.00
Disclosure

SEC source: 0001437749-24-033542 · rdgdoc.xml · nonDerivative · entry 1

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,252

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.

Read SEC document
November 04, 2024 Filed Nov 6, 2024 12:43 UTC SaleCommon Stock 426 $52.83 $22,505.58
Disclosure

SEC source: 0001437749-24-033540 · rdgdoc.xml · nonDerivative · entry 1

Coulter Michael J · CIK 0001875275 · EVP and CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,535

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.

Read SEC document
November 01, 2024 Filed Nov 4, 2024 17:51 UTC
Gilfeather Michael JDirector · President and CEO
PurchaseCommon Stock 125 $55.67 $6,958.75
Disclosure

SEC source: 0001437749-24-033095 · 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: 7,925

Read SEC document
November 01, 2024 Filed Nov 4, 2024 17:51 UTC
Gilfeather Michael JDirector · President and CEO
PurchaseCommon Stock 400 $55.67 $22,268.00
Disclosure

SEC source: 0001437749-24-033095 · 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: 43,295

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.

Read SEC document
October 01, 2024 Filed Oct 2, 2024 20:24 UTC GrantPhantom Stock · Derivative Not disclosed $58.51 $320.00
Disclosure

SEC source: 0001437749-24-030465 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,119

Underlying: Common Stock · 320 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
October 01, 2024 Filed Oct 2, 2024 20:21 UTC GrantPhantom Stock · Derivative Not disclosed $58.51 $64.00
Disclosure

SEC source: 0001437749-24-030457 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,496

Underlying: Common Stock · 64 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
October 01, 2024 Filed Oct 2, 2024 20:25 UTC GrantPhantom Stock · Derivative Not disclosed $58.51 $363.00
Disclosure

SEC source: 0001437749-24-030470 · rdgdoc.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,103

Underlying: Common Stock · 363 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
October 01, 2024 Filed Oct 2, 2024 20:27 UTC GrantPhantom Stock · Derivative Not disclosed $58.51 $363.00
Disclosure

SEC source: 0001437749-24-030477 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,103

Underlying: Common Stock · 363 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
October 01, 2024 Filed Oct 2, 2024 20:23 UTC GrantPhantom Stock · Derivative Not disclosed $58.51 $320.00
Disclosure

SEC source: 0001437749-24-030459 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,195

Underlying: Common Stock · 320 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
September 23, 2024 Filed Sep 25, 2024 16:57 UTC
Listner MichaelSVP and Chief Risk Officer
Tax withholdingCommon Stock 120 $58.50 $7,020.00
Disclosure

SEC source: 0001437749-24-029988 · 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: 3,661

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

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

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024.

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

Read SEC document
September 23, 2024 Filed Sep 25, 2024 16:58 UTC Tax withholdingCommon Stock 240 $58.50 $14,040.00
Disclosure

SEC source: 0001437749-24-029990 · rdgdoc.xml · nonDerivative · entry 1

Coulter Michael J · CIK 0001875275 · EVP and CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,961

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

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

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

Read SEC document
September 23, 2024 Filed Sep 25, 2024 16:55 UTC Tax withholdingCommon Stock 240 $58.50 $14,040.00
Disclosure

SEC source: 0001437749-24-029981 · rdgdoc.xml · nonDerivative · entry 1

Scacco Gustave J · CIK 0001875274 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,780

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

Read SEC document
September 23, 2024 Filed Sep 25, 2024 16:56 UTC
Ruhl Joseph AReg Pres, Westchester County
Tax withholdingCommon Stock 240 $58.50 $14,040.00
Disclosure

SEC source: 0001437749-24-029986 · 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: 15,374

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

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

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024.

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

Read SEC document
September 23, 2024 Filed Sep 25, 2024 20:59 UTC
Sousa GregoryEVP and Deputy CLO
Tax withholdingCommon Stock 240 $58.50 $14,040.00
Disclosure

SEC source: 0001437749-24-029993 · rdgdoc.xml · nonDerivative · entry 1

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,678

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

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

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024.

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

Read SEC document
September 23, 2024 Filed Sep 25, 2024 20:56 UTC
Gilfeather Michael JDirector · President and CEO
Tax withholdingCommon Stock 960 $58.50 $56,160.00
Disclosure

SEC source: 0001437749-24-029983 · 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: 42,895

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

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

F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024.

F4 · balance_after: Includes restricted stock units which vest on December 31, 2026.

F5 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.

Read SEC document
September 16, 2024 Filed Sep 18, 2024 18:16 UTC GrantPhantom Stock · Derivative Not disclosed $59.43 $18.00
Disclosure

SEC source: 0001437749-24-029441 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,798

Underlying: Common Stock · 18 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
September 16, 2024 Filed Sep 18, 2024 18:20 UTC GrantPhantom Stock · Derivative Not disclosed $59.43 $6.00
Disclosure

SEC source: 0001437749-24-029452 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,432

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.

Read SEC document
September 16, 2024 Filed Sep 18, 2024 18:19 UTC
Sousa GregoryEVP and Deputy CLO
GrantPhantom Stock · Derivative Not disclosed $59.43 $5.00
Disclosure

SEC source: 0001437749-24-029447 · rdgdoc.xml · derivative · entry 3

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,184

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.

Read SEC document
September 16, 2024 Filed Sep 18, 2024 18:17 UTC GrantPhantom Stock · Derivative Not disclosed $59.43 $30.00
Disclosure

SEC source: 0001437749-24-029443 · rdgdoc.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,740

Underlying: Common Stock · 30 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
September 16, 2024 Filed Sep 18, 2024 18:18 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative Not disclosed $59.43 $31.00
Disclosure

SEC source: 0001437749-24-029445 · 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: 8,120

Underlying: Common Stock · 31 shares

Expires not disclosed

F6 · 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.

F6 · 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.

F6 · 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, 2024 Filed Sep 18, 2024 18:19 UTC GrantPhantom Stock · Derivative Not disclosed $59.43 $30.00
Disclosure

SEC source: 0001437749-24-029449 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,740

Underlying: Common Stock · 30 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
September 16, 2024 Filed Sep 18, 2024 18:21 UTC GrantPhantom Stock · Derivative Not disclosed $59.43 $11.00
Disclosure

SEC source: 0001437749-24-029455 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,874

Underlying: Common Stock · 11 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
September 16, 2024 Filed Jan 28, 2025 20:35 UTC Amendment GrantPhantom Stock · Derivative Not disclosed $59.43 $20.00
Disclosure

SEC source: 0001437749-25-002007 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,257

Underlying: Common Stock · 20 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
September 16, 2024 Filed Jan 28, 2025 20:28 UTC Amendment GrantPhantom Stock · Derivative Not disclosed $59.43 $7.00
Disclosure

SEC source: 0001437749-25-001994 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,892

Underlying: Common Stock · 7 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
September 16, 2024 Filed Jan 28, 2025 20:37 UTC Amendment GrantPhantom Stock · Derivative Not disclosed $59.43 $32.00
Disclosure

SEC source: 0001437749-25-002013 · rdgdoc.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,199

Underlying: Common Stock · 32 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.

Read SEC document
September 16, 2024 Filed Jan 28, 2025 20:25 UTC Amendment GrantPhantom Stock · Derivative Not disclosed $59.43 $32.00
Disclosure

SEC source: 0001437749-25-001988 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,199

Underlying: Common Stock · 32 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
September 16, 2024 Filed Jan 28, 2025 20:31 UTC Amendment GrantPhantom Stock · Derivative Not disclosed $59.43 $13.00
Disclosure

SEC source: 0001437749-25-002000 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,334

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.

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
August 08, 2024 Filed Jan 28, 2025 20:34 UTC GrantPhantom Stock · Derivative Not disclosed Not disclosed $458.00
Disclosure

SEC source: 0001437749-25-002005 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,237

Underlying: Common Stock · 458 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.

F2 · price: 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.

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
August 08, 2024 Filed Jan 28, 2025 20:34 UTC Disposition to issuerCommon Stock 450 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-25-002005 · rdgdoc.xml · nonDerivative · entry 1

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,751

F2 · price: 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.

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.

F4 · 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.

Read SEC document
August 08, 2024 Filed Jan 28, 2025 20:27 UTC GrantPhantom Stock · Derivative Not disclosed Not disclosed $458.00
Disclosure

SEC source: 0001437749-25-001992 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,884

Underlying: Common Stock · 458 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.

F2 · price: 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.

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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August 08, 2024 Filed Jan 28, 2025 20:27 UTC Disposition to issuerCommon Stock 450 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-25-001992 · rdgdoc.xml · nonDerivative · entry 1

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,701

F2 · price: 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.

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.

F4 · 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.

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August 08, 2024 Filed Jan 28, 2025 20:36 UTC GrantPhantom Stock · Derivative Not disclosed Not disclosed $458.00
Disclosure

SEC source: 0001437749-25-002011 · rdgdoc.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,167

Underlying: Common Stock · 458 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.

F2 · price: 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.

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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August 08, 2024 Filed Jan 28, 2025 20:36 UTC Disposition to issuerCommon Stock 450 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-25-002011 · rdgdoc.xml · nonDerivative · entry 1

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,530

F2 · price: 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.

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.

F4 · 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.

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August 08, 2024 Filed Jan 28, 2025 20:24 UTC GrantPhantom Stock · Derivative Not disclosed Not disclosed $458.00
Disclosure

SEC source: 0001437749-25-001986 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,167

Underlying: Common Stock · 458 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.

F2 · price: 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.

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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August 08, 2024 Filed Jan 28, 2025 20:24 UTC Disposition to issuerCommon Stock 450 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-25-001986 · rdgdoc.xml · nonDerivative · entry 1

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 268,685

F2 · price: 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.

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.

F4 · 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.

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August 08, 2024 Filed Jan 28, 2025 20:30 UTC GrantPhantom Stock · Derivative Not disclosed Not disclosed $458.00
Disclosure

SEC source: 0001437749-25-001998 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,321

Underlying: Common Stock · 458 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.

F2 · price: 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.

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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August 08, 2024 Filed Jan 28, 2025 20:30 UTC Disposition to issuerCommon Stock 450 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-25-001998 · rdgdoc.xml · nonDerivative · entry 1

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 851

F2 · price: 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.

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.

F4 · 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.

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July 01, 2024 Filed Jul 3, 2024 16:33 UTC GrantPhantom Stock · Derivative Not disclosed $47.51 $395.00
Disclosure

SEC source: 0001437749-24-022134 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,780

Underlying: Common Stock · 395 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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July 01, 2024 Filed Jul 3, 2024 15:55 UTC GrantPhantom Stock · Derivative Not disclosed $47.51 $79.00
Disclosure

SEC source: 0001437749-24-022122 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,427

Underlying: Common Stock · 79 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, 2024 Filed Jul 3, 2024 16:40 UTC GrantPhantom Stock · Derivative Not disclosed $47.51 $447.00
Disclosure

SEC source: 0001437749-24-022137 · rdgdoc.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,710

Underlying: Common Stock · 447 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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July 01, 2024 Filed Jul 3, 2024 15:52 UTC GrantPhantom Stock · Derivative Not disclosed $47.51 $447.00
Disclosure

SEC source: 0001437749-24-022119 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,710

Underlying: Common Stock · 447 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, 2024 Filed Jul 3, 2024 16:20 UTC GrantPhantom Stock · Derivative Not disclosed $47.51 $395.00
Disclosure

SEC source: 0001437749-24-022130 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,863

Underlying: Common Stock · 395 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 15, 2024 Filed Jun 17, 2024 21:12 UTC GrantPhantom Stock · Derivative Not disclosed $44.62 $22.00
Disclosure

SEC source: 0001437749-24-020530 · rdgdoc.xml · derivative · entry 4

Keane Kevin J · CIK 0001907910 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,385

Underlying: Common Stock · 22 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 15, 2024 Filed Jun 17, 2024 21:09 UTC GrantPhantom Stock · Derivative Not disclosed $44.62 $7.00
Disclosure

SEC source: 0001437749-24-020523 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,348

Underlying: Common Stock · 7 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 15, 2024 Filed Jun 17, 2024 21:13 UTC
Sousa GregoryEVP and Deputy CLO
GrantPhantom Stock · Derivative Not disclosed $44.62 $6.00
Disclosure

SEC source: 0001437749-24-020532 · rdgdoc.xml · derivative · entry 3

Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,180

Underlying: Common Stock · 6 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 15, 2024 Filed Jun 17, 2024 21:11 UTC GrantPhantom Stock · Derivative Not disclosed $44.62 $37.00
Disclosure

SEC source: 0001437749-24-020527 · rdgdoc.xml · derivative · entry 5

HOLCOMBE GREGORY F · CIK 0001191186 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,263

Underlying: Common Stock · 37 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 15, 2024 Filed Jun 17, 2024 21:14 UTC
Gilfeather Michael JDirector · President and CEO
GrantPhantom Stock · Derivative Not disclosed $44.62 $41.00
Disclosure

SEC source: 0001437749-24-020535 · 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: 8,089

Underlying: Common Stock · 41 shares

Expires not disclosed

F6 · 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.

F6 · 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.

F6 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.

Read SEC document
June 15, 2024 Filed Jun 17, 2024 21:08 UTC GrantPhantom Stock · Derivative Not disclosed $44.62 $37.00
Disclosure

SEC source: 0001437749-24-020521 · rdgdoc.xml · derivative · entry 2

Rowley Richard B · CIK 0001370312 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,263

Underlying: Common Stock · 37 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 15, 2024 Filed Jun 17, 2024 21:10 UTC GrantPhantom Stock · Derivative Not disclosed $44.62 $13.00
Disclosure

SEC source: 0001437749-24-020525 · rdgdoc.xml · derivative · entry 2

Kennedy Marianna R · CIK 0001947963 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,469

Underlying: Common Stock · 13 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
May 28, 2024 Filed May 30, 2024 14:41 UTC
Dineen David PSVP, Dir. Wealth Services
Tax withholdingCommon Stock 120 $49.10 $5,892.00
Disclosure

SEC source: 0001437749-24-018723 · 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: 3,494

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.

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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.