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 05, 2021 | October 22, 2021 |
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 05, 2021 · Filed October 22, 2021 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,100 |
Reported balance
After 2021-08-05 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2021-08-05 · Purchase · Acquired 500 · Balance 5,100 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 400 |
Reported balance
Holding disclosure · report date 2021-08-05 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 400 |
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 |
|---|---|---|---|---|---|---|
| September 21, 2021 Filed Sep 23, 2021 13:18 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-017492 · doc1.xml · nonDerivative · entry 1 Rizzo Virginia K · CIK 0001875268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,600 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 13:22 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 1,000 | $33.50 | $33,500.00 |
DisclosureSEC source: 0001567619-21-014693 · doc1.xml · nonDerivative · entry 1 Rizzo Virginia K · CIK 0001875268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,600 Read SEC document |
| August 05, 2021 Filed Oct 22, 2021 14:30 UTC Amendment | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 500 | $33.50 | $16,750.00 |
DisclosureSEC source: 0001567619-21-018592 · doc1.xml · nonDerivative · entry 1 Rizzo Virginia K · CIK 0001875268 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,100 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.