Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Orange County Bancorp, Inc. /DE/OBT · Entity 5467 | Director | August 08, 2023 | August 10, 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.
Orange County Bancorp, Inc. /DE/
Report date August 08, 2023 · Filed August 10, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,190 |
Reported balance
After 2023-08-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-08-08 · Grant · Acquired 450 · Balance 5,190 F2: Restricted stock units which vest 100% on August 8, 2024 and are settle in shares of Issuer common stock upon separation from service of the reporting person. F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 16,511 |
Reported balance
Holding disclosure · report date 2023-08-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 16,511 |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Restricted stock units which vest 100% on August 8, 2024 and are settle in shares of Issuer common stock upon separation from service of the reporting person.
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 08, 2023 Filed Aug 10, 2023 16:11 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-023039 · rdgdoc.xml · nonDerivative · entry 1 Saturno Terry R · CIK 0001875272 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,190 F2 · shares: Restricted stock units which vest 100% on August 8, 2024 and are settle 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. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 11:13 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-020506 · doc1.xml · nonDerivative · entry 1 Saturno Terry R · CIK 0001875272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,740 F1 · shares: 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. F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| September 21, 2021 Filed Sep 23, 2021 13:19 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-017495 · doc1.xml · nonDerivative · entry 1 Saturno Terry R · CIK 0001875272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,940 F1 · shares: Restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 12:51 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 1,000 | $33.50 | $33,500.00 |
DisclosureSEC source: 0001567619-21-014683 · doc1.xml · nonDerivative · entry 1 Saturno Terry R · CIK 0001875272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,940 Read SEC document |
| August 05, 2021 Filed Oct 22, 2021 14:32 UTC Amendment | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 500 | $33.50 | $16,750.00 |
DisclosureSEC source: 0001567619-21-018594 · doc1.xml · nonDerivative · entry 1 Saturno Terry R · CIK 0001875272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,440 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.