Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Orange County Bancorp, Inc. /DE/OBT · Entity 5467 | Director | October 01, 2026 | October 03, 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 October 01, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 352 |
Reported balance
After 2026-10-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-10-01 · Grant · Acquired Not disclosed · Balance 352 F2: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. |
| Common StockSEC Table I · non-derivative | Direct | 2,963 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,963 F1: Includes restricted stock units which vest 100% on February 19, 2027, and are settled in shares of Issuer common stock upon separation from service of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock units which vest 100% on February 19, 2027, and are settled in shares of Issuer common stock upon separation from service of the reporting person.
F2: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 3, 2026 00:17 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $37.19 | $34.00 |
DisclosureSEC source: 0001437749-26-031881 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 352 Underlying: Common Stock · 34 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| September 15, 2026 Filed Sep 16, 2026 21:06 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $38.78 | $1.00 |
DisclosureSEC source: 0001437749-26-030578 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 319 Underlying: Common Stock · 1 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 21:53 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $37.46 | $33.00 |
DisclosureSEC source: 0001437749-26-022841 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 317 Underlying: Common Stock · 33 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 14:01 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $35.35 | $3.00 |
DisclosureSEC source: 0001437749-26-020885 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 534 Underlying: Common Stock · 3 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| June 15, 2026 Filed Jul 6, 2026 16:49 UTC Amendment | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $35.35 | $2.00 |
DisclosureSEC source: 0001437749-26-022722 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284 Underlying: Common Stock · 2 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 16:06 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $32.32 | $155.00 |
DisclosureSEC source: 0001437749-26-011012 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 532 Underlying: Common Stock · 155 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| April 01, 2026 Filed Jul 6, 2026 16:48 UTC Amendment | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $32.32 | $39.00 |
DisclosureSEC source: 0001437749-26-022720 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 282 Underlying: Common Stock · 38 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| March 16, 2026 Filed Mar 17, 2026 21:11 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $31.29 | $2.00 |
DisclosureSEC source: 0001437749-26-008664 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 377 Underlying: Common Stock · 2 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| March 16, 2026 Filed Jul 6, 2026 16:47 UTC Amendment | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $31.29 | $1.00 |
DisclosureSEC source: 0001437749-26-022718 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243 Underlying: Common Stock · 1 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 21:01 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-005077 · rdgdoc.xml · nonDerivative · entry 1 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,963 F3 · shares: Restricted stock units which vest 100% on February 19, 2027, 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% on February 20, 2026 and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 19:57 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 176 | $28.35 | $4,989.60 |
DisclosureSEC source: 0001437749-26-000276 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 375 Underlying: Common Stock · 176 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| January 02, 2026 Filed Jul 6, 2026 16:46 UTC Amendment | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $28.35 | $44.00 |
DisclosureSEC source: 0001437749-26-022715 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 242 Underlying: Common Stock · 44 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 19:30 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 1 | $28.95 | $28.95 |
DisclosureSEC source: 0001437749-25-038125 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198 Underlying: Common Stock · 1 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 19:39 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $25.10 | $50.00 |
DisclosureSEC source: 0001437749-25-030308 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 197 Underlying: Common Stock · 50 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| September 16, 2025 Filed Sep 17, 2025 20:24 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $25.95 | $1.00 |
DisclosureSEC source: 0001437749-25-029301 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147 Underlying: Common Stock · 1 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 18:40 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 47 | $26.49 | $1,245.03 |
DisclosureSEC source: 0001437749-25-021940 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147 Underlying: Common Stock · 47 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 17:08 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 1 | $23.14 | $23.14 |
DisclosureSEC source: 0001437749-25-020759 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99 Underlying: Common Stock · 1 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 19:51 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $23.91 | $52.00 |
DisclosureSEC source: 0001437749-25-010888 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99 Underlying: Common Stock · 52 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 18:04 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 1 | $24.18 | $24.18 |
DisclosureSEC source: 0001437749-25-008387 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47 Underlying: Common Stock · 1 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 22:08 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 995 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-004762 · rdgdoc.xml · nonDerivative · entry 1 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,097 F4 · shares: Restricted stock units which vest 100% on February 20, 2026 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% on March 21, 2025 and are settled in shares of Issuer common stock upon separation from service of the reporting person. F3 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 21:40 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 23 | $53.98 | $1,241.54 |
DisclosureSEC source: 0001437749-25-000261 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23 Underlying: Common Stock · 23 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 22:37 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 551 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-009313 · rdgdoc.xml · nonDerivative · entry 1 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 551 F1 · shares: Restricted stock units which vest 100% on March 21, 2025 and are settle in shares of Issuer common stock upon separation from service of the reporting person. 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.