Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Rhinebeck Bancorp, Inc.RBKB · Entity 6334 | Chief Credit & Risk Officer | July 21, 2026 | July 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.
Rhinebeck Bancorp, Inc.
Report date July 21, 2026 · Filed July 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 16,279 |
Reported balance
After 2026-07-21 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-07-21 · Grant · Acquired 2,500 · Balance 16,279 F1: Reflects a 1.3978 to 1.00 stock exchange ratio in connection with the Company's mutual to stock conversion. |
| Common StockSEC Table I · non-derivative | Direct | 16,440 |
Reported balance
Holding disclosure · report date 2026-07-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 16,440 F1: Reflects a 1.3978 to 1.00 stock exchange ratio in connection with the Company's mutual to stock conversion. F2: Shares of restricted stock vest at a rate of 33 1/3% per year commencing on May 26, 2027. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 5,178 |
Reported balance
Holding disclosure · report date 2026-07-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,178 F1: Reflects a 1.3978 to 1.00 stock exchange ratio in connection with the Company's mutual to stock conversion. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $4.70 · Expires 2030-08-25 | Direct | 39,138 |
Reported balance
Holding disclosure · report date 2026-07-21 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 39,138 F3: Exercise price has been adjusted for the 1.3978 to 1.00 exchange ratio in connection with the Company's mutual to stock conversion. F1: Reflects a 1.3978 to 1.00 stock exchange ratio in connection with the Company's mutual to stock conversion. F4: Stock options are fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects a 1.3978 to 1.00 stock exchange ratio in connection with the Company's mutual to stock conversion.
F2: Shares of restricted stock vest at a rate of 33 1/3% per year commencing on May 26, 2027.
F3: Exercise price has been adjusted for the 1.3978 to 1.00 exchange ratio in connection with the Company's mutual to stock conversion.
F4: Stock options are fully vested.
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 |
|---|---|---|---|---|---|---|
| July 21, 2026 Filed Jul 21, 2026 21:37 UTC | Rhinebeck Bancorp, Inc. RBKB · Entity 6334 | GrantCommon Stock | 2,500 | $10.00 | $25,000.00 |
DisclosureSEC source: 0001437749-26-023984 · rdgdoc.xml · nonDerivative · entry 1 McCardle James T. III · CIK 0001764142 · Chief Credit & Risk Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By 401(k) Disclosed balance after: 16,279 F1 · balance_after: Reflects a 1.3978 to 1.00 stock exchange ratio in connection with the Company's mutual to stock conversion. Read SEC document |
| May 26, 2026 Filed May 28, 2026 18:33 UTC | Rhinebeck Bancorp, Inc. RBKB · Entity 6334 | GrantCommon Stock | 8,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-018728 · rdgdoc.xml · nonDerivative · entry 1 McCardle James T. III · CIK 0001764142 · Chief Credit & Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,762 F1 · shares: Shares of restricted stock vest at a rate of 33 1/3% per year commencing on May 26, 2027. Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 19:50 UTC | Rhinebeck Bancorp, Inc. RBKB · Entity 6334 | SaleCommon Stock | 4,250 | $13.14 | $55,845.00 |
DisclosureSEC source: 0001437749-25-028272 · rdgdoc.xml · nonDerivative · entry 2 McCardle James T. III · CIK 0001764142 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,580 Read SEC document |
| August 12, 2025 Filed Sep 3, 2025 19:50 UTC | Rhinebeck Bancorp, Inc. RBKB · Entity 6334 | SaleCommon Stock | 685 | $12.74 | $8,726.90 |
DisclosureSEC source: 0001437749-25-028272 · rdgdoc.xml · nonDerivative · entry 1 McCardle James T. III · CIK 0001764142 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,830 Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 20:25 UTC | Rhinebeck Bancorp, Inc. RBKB · Entity 6334 | Tax withholdingCommon Stock | 1,174 | $6.92 | $8,121.73 |
DisclosureSEC source: 0001437749-23-024838 · rdgdoc.xml · nonDerivative · entry 1 McCardle James T. III · CIK 0001764142 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,515 Read SEC document |
| August 25, 2022 Filed Aug 29, 2022 20:19 UTC | Rhinebeck Bancorp, Inc. RBKB · Entity 6334 | Tax withholdingCommon Stock | 1,162 | $9.58 | $11,131.96 |
DisclosureSEC source: 0001567619-22-016786 · doc1.xml · nonDerivative · entry 1 McCardle James T. III · CIK 0001764142 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,689 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 33 1/3% per year commencing on August 25, 2021. Read SEC document |
| August 25, 2021 Filed Aug 27, 2021 20:58 UTC | Rhinebeck Bancorp, Inc. RBKB · Entity 6334 | Tax withholdingCommon Stock | 1,149 | $10.75 | $12,351.75 |
DisclosureSEC source: 0001567619-21-016428 · doc1.xml · nonDerivative · entry 1 McCardle James T. III · CIK 0001764142 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,851 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 33 1/3% per year commencing on August 25, 2021. Read SEC document |
| August 25, 2020 Filed Aug 27, 2020 15:44 UTC | Rhinebeck Bancorp, Inc. RBKB · Entity 6334 | GrantStock Options · Derivative | 28,000 | $0.00 Strike: $6.52 | $0.00 |
DisclosureSEC source: 0001567619-20-016056 · doc1.xml · derivative · entry 4 McCardle James T. III · CIK 0001764142 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,000 Underlying: Common Stock · 28,000 shares Expires 2030-08-25 F3 · derivative.underlying_shares: Stock options vest at a rate of 20% per year commencing on August 25, 2021. F3 · balance_after: Stock options vest at a rate of 20% per year commencing on August 25, 2021. Read SEC document |
| August 25, 2020 Filed Aug 27, 2020 15:44 UTC | Rhinebeck Bancorp, Inc. RBKB · Entity 6334 | GrantCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-016056 · doc1.xml · nonDerivative · entry 1 McCardle James T. III · CIK 0001764142 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 F1 · shares: Shares of restricted stock vest at a rate of 20% per year commencing on August 25, 2021. Read SEC document |
| August 25, 2020 Filed Nov 6, 2020 16:22 UTC Amendment | Rhinebeck Bancorp, Inc. RBKB · Entity 6334 | GrantStock Options · Derivative | 28,000 | $0.00 Strike: $6.57 | $0.00 |
DisclosureSEC source: 0001567619-20-018802 · doc1.xml · derivative · entry 4 McCardle James T. III · CIK 0001764142 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,000 Underlying: Common Stock · 28,000 shares Expires 2030-08-25 F3 · derivative.underlying_shares: Stock options vest at a rate of 33 1/3% per year commencing on August 25, 2021. F3 · balance_after: Stock options vest at a rate of 33 1/3% per year commencing on August 25, 2021. Read SEC document |
| August 25, 2020 Filed Nov 6, 2020 16:22 UTC Amendment | Rhinebeck Bancorp, Inc. RBKB · Entity 6334 | GrantCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-018802 · doc1.xml · nonDerivative · entry 1 McCardle James T. III · CIK 0001764142 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 F1 · shares: Shares of restricted stock vest at a rate of 33 1/3% per year commencing on August 25, 2021. 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.