Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Orange County Bancorp, Inc. /DE/OBT · Entity 5467 | SVP, Dir Trust Services | February 15, 2023 | February 17, 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 February 15, 2023 · Filed February 17, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,807 |
Reported balance
After 2023-02-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-02-15 · Tax withholding · Disposed 148 · Balance 2,807 F1: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F2: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 459 |
Reported balance
Holding disclosure · report date 2023-02-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 459 F3: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 3,700 |
Reported balance
Holding disclosure · report date 2023-02-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,700 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022.
F2: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.
F3: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
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 |
|---|---|---|---|---|---|---|
| February 15, 2023 Filed Feb 17, 2023 16:53 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 148 | $53.40 | $7,903.20 |
DisclosureSEC source: 0001567619-23-003310 · doc1.xml · nonDerivative · entry 1 SKUTHAN FRANK · CIK 0001191173 · SVP, Dir Trust Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,807 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. Read SEC document |
| September 21, 2022 Filed Sep 23, 2022 17:30 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 120 | $39.30 | $4,716.00 |
DisclosureSEC source: 0001567619-22-017800 · doc1.xml · nonDerivative · entry 1 SKUTHAN FRANK · CIK 0001191173 · SVP, Dir Trust Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,955 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. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 16:25 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 1,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-004878 · doc1.xml · nonDerivative · entry 1 SKUTHAN FRANK · CIK 0001191173 · SVP, Dir Trust Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,075 F2 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. 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 21, 2021 Filed Sep 23, 2021 12:57 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-017477 · doc1.xml · nonDerivative · entry 1 SKUTHAN FRANK · CIK 0001191173 · SVP, Dir Trust Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. Read SEC document |
| August 18, 2021 Filed Aug 19, 2021 14:15 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 200 | $34.49 | $6,898.00 |
DisclosureSEC source: 0001567619-21-016101 · doc1.xml · nonDerivative · entry 2 SKUTHAN FRANK · CIK 0001191173 · SVP, Dir Trust Services 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 3,700 Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 13:26 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 1,000 | $33.50 | $33,500.00 |
DisclosureSEC source: 0001567619-21-014701 · doc1.xml · nonDerivative · entry 1 SKUTHAN FRANK · CIK 0001191173 · SVP, Dir. Trust Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 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.