Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Rhinebeck Bancorp, Inc.RBKB · Entity 6334 | Chief Financial Officer | August 25, 2023 | August 29, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Rhinebeck Bancorp, Inc.
Report date August 25, 2023 · Filed August 29, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,500 |
Reported balance
After 2023-08-25 transaction · row 1
1 source rowRow 1 · 2023-08-25 · Tax withholding · Disposed 1,174 · Balance 8,500 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 17,923 |
Reported balance
Holding disclosure · report date 2023-08-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 17,923 F1: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Act of 1934, as amended. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 2,175 |
Reported balance
Holding disclosure · report date 2023-08-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,175 F1: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Act of 1934, as amended. |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter | 200 |
Reported balance
Holding disclosure · report date 2023-08-25 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 200 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $6.57 · Expires 2030-08-25 | Direct | 28,000 |
Reported balance
Holding disclosure · report date 2023-08-25 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 28,000 F2: Stock options are fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Act of 1934, as amended.
F2: Stock options are fully vested.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 25, 2023 Filed Aug 29, 2023 16:23 UTC | Rhinebeck Bancorp, Inc. RBKB · Entity 6334 | Tax withholdingCommon Stock | 1,174 | $6.92 | $8,121.73 |
DisclosureSEC source: 0001437749-23-024837 · rdgdoc.xml · nonDerivative · entry 1 McDermott Michael J. · CIK 0001764629 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,500 Read SEC document |
| August 25, 2022 Filed Aug 29, 2022 16:18 UTC | Rhinebeck Bancorp, Inc. RBKB · Entity 6334 | Tax withholdingCommon Stock | 1,174 | $9.58 | $11,246.92 |
DisclosureSEC source: 0001567619-22-016785 · doc1.xml · nonDerivative · entry 1 McDermott Michael J. · CIK 0001764629 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,674 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 33 1/3% per year commencing on August 25, 2021. Read SEC document |
| August 25, 2021 Filed Aug 27, 2021 16:59 UTC | Rhinebeck Bancorp, Inc. RBKB · Entity 6334 | Tax withholdingCommon Stock | 1,152 | $10.75 | $12,384.00 |
DisclosureSEC source: 0001567619-21-016431 · doc1.xml · nonDerivative · entry 1 McDermott Michael J. · CIK 0001764629 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,848 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 33 1/3% per year commencing on August 25, 2021. Read SEC document |
| August 25, 2020 Filed Aug 27, 2020 11:43 UTC | Rhinebeck Bancorp, Inc. RBKB · Entity 6334 | GrantStock Options · Derivative | 28,000 | $0.00 Strike: $6.52 | $0.00 |
DisclosureSEC source: 0001567619-20-016054 · doc1.xml · derivative · entry 5 McDermott Michael J. · CIK 0001764629 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,000 Underlying: Common Stock · 28,000 shares Expires 2030-08-25 F3 · derivative.underlying_shares: Stock options vest at a rate of 20% per year commencing on August 25, 2021. F3 · balance_after: Stock options vest at a rate of 20% per year commencing on August 25, 2021. Read SEC document |
| August 25, 2020 Filed Aug 27, 2020 11:43 UTC | Rhinebeck Bancorp, Inc. RBKB · Entity 6334 | GrantCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-016054 · doc1.xml · nonDerivative · entry 1 McDermott Michael J. · CIK 0001764629 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 F1 · shares: Shares of restricted stock vest at a rate of 20% per year commencing on August 25, 2021. Read SEC document |
| August 25, 2020 Filed Nov 6, 2020 11:21 UTC Amendment | Rhinebeck Bancorp, Inc. RBKB · Entity 6334 | GrantStock Options · Derivative | 28,000 | $0.00 Strike: $6.57 | $0.00 |
DisclosureSEC source: 0001567619-20-018800 · doc1.xml · derivative · entry 5 McDermott Michael J. · CIK 0001764629 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,000 Underlying: Common Stock · 28,000 shares Expires 2030-08-25 F3 · derivative.underlying_shares: Stock options vest at a rate of 33 1/3% per year commencing on August 25, 2021. F3 · balance_after: Stock options vest at a rate of 33 1/3% per year commencing on August 25, 2021. Read SEC document |
| August 25, 2020 Filed Nov 6, 2020 11:21 UTC Amendment | Rhinebeck Bancorp, Inc. RBKB · Entity 6334 | GrantCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-018800 · doc1.xml · nonDerivative · entry 1 McDermott Michael J. · CIK 0001764629 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 F1 · shares: Shares of restricted stock vest at a rate of 33 1/3% per year commencing on August 25, 2021. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.