Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Orange County Bancorp, Inc. /DE/OBT · Entity 5467 | EVP and Deputy CLO | September 15, 2026 | September 21, 2026 |
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 September 15, 2026 · Filed September 21, 2026 · 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 |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 4,992 |
Reported balance
After 2026-09-15 transaction · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 2026-09-15 · Grant · Acquired Not disclosed · Balance 4,992 F5: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. |
| Common StockSEC Table I · non-derivative | Direct | 10,572 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 10,572 F1: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F2: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. F3: Restricted stock units which vest at a rate of 1/3 per year commencing on March 19, 2027. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 7,065 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · Balance 7,065 F4: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.
F2: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026.
F3: Restricted stock units which vest at a rate of 1/3 per year commencing on March 19, 2027.
F4: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
F5: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.
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 15, 2026 Filed Sep 21, 2026 20:48 UTC Amendment | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $38.78 | $23.00 |
DisclosureSEC source: 0001437749-26-030837 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,992 Underlying: Common Stock · 23 shares Expires not disclosed F5 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| September 15, 2026 Filed Sep 16, 2026 20:54 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $38.78 | $23.00 |
DisclosureSEC source: 0001437749-26-030557 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,992 Underlying: Common Stock · 23 shares Expires not disclosed F5 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| August 03, 2026 Filed Aug 3, 2026 17:42 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 1,882 | $38.75 | $72,927.50 |
DisclosureSEC source: 0001437749-26-025390 · rdgdoc.xml · nonDerivative · entry 2 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,572 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. F3 · balance_after: Restricted stock units which vest at a rate of 1/3 per year commencing on March 19, 2027. Read SEC document |
| July 30, 2026 Filed Aug 3, 2026 17:42 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 1,165 | $38.75 | $45,143.75 |
DisclosureSEC source: 0001437749-26-025390 · rdgdoc.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,454 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. F3 · balance_after: Restricted stock units which vest at a rate of 1/3 per year commencing on March 19, 2027. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 13:44 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $35.35 | $25.00 |
DisclosureSEC source: 0001437749-26-020865 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,969 Underlying: Common Stock · 25 shares Expires not disclosed F5 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| March 19, 2026 Filed Mar 23, 2026 21:45 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 1,307 | $31.15 | $40,713.05 |
DisclosureSEC source: 0001437749-26-009459 · rdgdoc.xml · nonDerivative · entry 2 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,619 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. Read SEC document |
| March 19, 2026 Filed Mar 23, 2026 21:45 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 5,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-009459 · rdgdoc.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,926 F3 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on March 19, 2027. F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. Read SEC document |
| March 16, 2026 Filed Mar 17, 2026 21:02 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $31.29 | $28.00 |
DisclosureSEC source: 0001437749-26-008644 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,943 Underlying: Common Stock · 28 shares Expires not disclosed F5 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:43 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 410 | $31.47 | $12,902.70 |
DisclosureSEC source: 0001437749-26-008005 · rdgdoc.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,870 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:54 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $28.38 | $1,233.00 |
DisclosureSEC source: 0001437749-26-005055 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,915 Underlying: Common Stock · 1,233 shares Expires not disclosed F5 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 19:24 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 23 | $28.95 | $665.85 |
DisclosureSEC source: 0001437749-25-038116 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,682 Underlying: Common Stock · 23 shares Expires not disclosed F5 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| September 16, 2025 Filed Sep 17, 2025 19:36 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $25.95 | $18.00 |
DisclosureSEC source: 0001437749-25-029268 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,659 Underlying: Common Stock · 18 shares Expires not disclosed F5 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 16:53 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 20 | $23.14 | $462.80 |
DisclosureSEC source: 0001437749-25-020748 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,641 Underlying: Common Stock · 20 shares Expires not disclosed F5 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| May 02, 2025 Filed May 7, 2025 00:59 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 1,813 | $24.60 | $44,599.80 |
DisclosureSEC source: 0001104659-25-045194 · tm2514259-1_4seq1.xml · nonDerivative · entry 5 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,280 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. Read SEC document |
| May 02, 2025 Filed May 7, 2025 00:59 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 300 | $24.61 | $7,383.00 |
DisclosureSEC source: 0001104659-25-045194 · tm2514259-1_4seq1.xml · nonDerivative · entry 4 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,093 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. Read SEC document |
| May 02, 2025 Filed May 7, 2025 00:59 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 100 | $24.62 | $2,462.00 |
DisclosureSEC source: 0001104659-25-045194 · tm2514259-1_4seq1.xml · nonDerivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,393 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. Read SEC document |
| May 02, 2025 Filed May 7, 2025 00:59 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 177 | $24.65 | $4,363.05 |
DisclosureSEC source: 0001104659-25-045194 · tm2514259-1_4seq1.xml · nonDerivative · entry 2 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,493 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. Read SEC document |
| May 02, 2025 Filed May 7, 2025 00:59 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 50 | $25.00 | $1,250.00 |
DisclosureSEC source: 0001104659-25-045194 · tm2514259-1_4seq1.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,670 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 21:11 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 625 | $24.15 | $15,093.75 |
DisclosureSEC source: 0001437749-25-009199 · rdgdoc.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,720 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 18:47 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 5,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-008942 · rdgdoc.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,345 F3 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 17:40 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $24.18 | $19.00 |
DisclosureSEC source: 0001437749-25-008361 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,621 Underlying: Common Stock · 19 shares Expires not disclosed F4 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F4 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F4 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 21:29 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 410 | $23.95 | $9,819.50 |
DisclosureSEC source: 0001437749-25-007329 · rdgdoc.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,669 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F5 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 22:12 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 1,223 | $26.99 | $33,008.77 |
DisclosureSEC source: 0001437749-25-004770 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,601 Underlying: Common Stock · 1,223 shares Expires not disclosed F5 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:25 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 425 | $26.63 | $11,317.75 |
DisclosureSEC source: 0001437749-25-004584 · rdgdoc.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,079 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F6 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025. Read SEC document |
| December 16, 2024 Filed Dec 18, 2024 21:38 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $59.24 | $5.00 |
DisclosureSEC source: 0001437749-24-037869 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,189 Underlying: Common Stock · 5 shares Expires not disclosed F5 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| November 05, 2024 Filed Nov 6, 2024 17:44 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 426 | $55.00 | $23,430.00 |
DisclosureSEC source: 0001437749-24-033542 · rdgdoc.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,252 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. Read SEC document |
| September 23, 2024 Filed Sep 25, 2024 20:59 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 240 | $58.50 | $14,040.00 |
DisclosureSEC source: 0001437749-24-029993 · rdgdoc.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,678 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. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. Read SEC document |
| September 16, 2024 Filed Sep 18, 2024 18:19 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $59.43 | $5.00 |
DisclosureSEC source: 0001437749-24-029447 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,184 Underlying: Common Stock · 5 shares Expires not disclosed F6 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| June 15, 2024 Filed Jun 17, 2024 21:13 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $44.62 | $6.00 |
DisclosureSEC source: 0001437749-24-020532 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,180 Underlying: Common Stock · 6 shares Expires not disclosed F6 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:01 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 429 | $49.00 | $21,021.00 |
DisclosureSEC source: 0001437749-24-017475 · rdgdoc.xml · nonDerivative · entry 2 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,918 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. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:01 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 210 | $49.50 | $10,395.00 |
DisclosureSEC source: 0001437749-24-017475 · rdgdoc.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,347 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. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. Read SEC document |
| May 14, 2024 Filed May 14, 2024 21:28 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 12 | $49.50 | $594.00 |
DisclosureSEC source: 0001437749-24-016720 · rdgdoc.xml · nonDerivative · entry 4 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,557 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. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. Read SEC document |
| May 13, 2024 Filed May 14, 2024 21:28 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 106 | $49.50 | $5,247.00 |
DisclosureSEC source: 0001437749-24-016720 · rdgdoc.xml · nonDerivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,569 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. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. Read SEC document |
| May 13, 2024 Filed May 14, 2024 21:28 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 100 | $50.02 | $5,002.00 |
DisclosureSEC source: 0001437749-24-016720 · rdgdoc.xml · nonDerivative · entry 2 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,675 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. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. Read SEC document |
| May 13, 2024 Filed May 14, 2024 21:28 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 15 | $50.49 | $757.35 |
DisclosureSEC source: 0001437749-24-016720 · rdgdoc.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,775 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. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 22:29 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 2,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-009298 · rdgdoc.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and CCBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,790 F7 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 13:39 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $47.10 | $6.00 |
DisclosureSEC source: 0001437749-24-008412 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and CCBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,174 Underlying: Common Stock · 6 shares Expires not disclosed F6 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 20:34 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 205 | $45.20 | $9,266.00 |
DisclosureSEC source: 0001437749-24-007637 · rdgdoc.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and CCBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,190 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 20:24 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 357 | $46.80 | $16,707.60 |
DisclosureSEC source: 0001437749-24-004799 · rdgdoc.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and CCBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,395 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024 Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 19:37 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 536 | $58.75 | $31,490.00 |
DisclosureSEC source: 0001437749-24-000554 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and CCBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,168 Underlying: Common Stock · 536 shares Expires not disclosed F6 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 20:59 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $58.00 | $2.00 |
DisclosureSEC source: 0001437749-23-034740 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and CCBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 632 Underlying: Common Stock · 2 shares Expires not disclosed F6 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| November 02, 2023 Filed Nov 3, 2023 14:28 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 925 | $44.00 | $40,700.00 |
DisclosureSEC source: 0001437749-23-030133 · rdgdoc.xml · nonDerivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and CCBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,752 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024 Read SEC document |
| November 02, 2023 Filed Nov 3, 2023 14:28 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 200 | $44.16 | $8,832.00 |
DisclosureSEC source: 0001437749-23-030133 · rdgdoc.xml · nonDerivative · entry 2 Sousa Gregory · CIK 0001875279 · EVP and CCBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,677 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024 Read SEC document |
| November 02, 2023 Filed Nov 3, 2023 14:28 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 10 | $44.26 | $442.60 |
DisclosureSEC source: 0001437749-23-030133 · rdgdoc.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and CCBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,877 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024 Read SEC document |
| September 21, 2023 Filed Sep 25, 2023 19:09 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 240 | $44.25 | $10,620.00 |
DisclosureSEC source: 0001437749-23-026680 · rdgdoc.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and CCBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,887 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024 Read SEC document |
| September 15, 2023 Filed Sep 18, 2023 20:25 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $47.04 | $3.00 |
DisclosureSEC source: 0001437749-23-026195 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and CCBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · 3 shares Expires not disclosed F6 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 20:09 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 4 | $32.87 | $131.48 |
DisclosureSEC source: 0001437749-23-017694 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and CCBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 625 Underlying: Common Stock · 4 shares Expires not disclosed F6 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 20:14 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-005167 · doc1.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and CCBO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620 Underlying: Common Stock · 3 shares Expires not disclosed F6 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 15:34 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 1,707 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-005014 · doc1.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and CCBO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,127 F4 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F3 · 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, 2023 Filed Feb 17, 2023 21:47 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 497 | $53.40 | $26,539.80 |
DisclosureSEC source: 0001567619-23-003302 · doc1.xml · nonDerivative · entry 1 Sousa Gregory · CIK 0001875279 · EVP and CCBO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,420 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year on February 21, 2021, February 15, 2022 and February 15, 2023. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. 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.