Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Orange County Bancorp, Inc. /DE/OBT · Entity 5467 | Director | November 15, 2022 | November 17, 2022 |
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 November 15, 2022 · Filed November 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,098 |
Reported balance
After 2022-11-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-11-15 · Grant · Acquired 300 · Balance 7,098 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 | 2,500 |
Reported balance
Holding disclosure · report date 2022-11-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,500 |
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.
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 |
|---|---|---|---|---|---|---|
| November 15, 2022 Filed Nov 17, 2022 11:08 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-020497 · doc1.xml · nonDerivative · entry 1 Metzger Susan G · CIK 0001875295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,098 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 13:15 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-017489 · doc1.xml · nonDerivative · entry 1 Metzger Susan G · CIK 0001875295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,798 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 13:26 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 200 | $33.50 | $6,700.00 |
DisclosureSEC source: 0001567619-21-014702 · doc1.xml · nonDerivative · entry 1 Metzger Susan G · CIK 0001875295 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,798 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.