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 | 10,493 |
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 10,493 F3: 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 | 1,466 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,466 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. F2: 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% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person.
F2: 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.
F3: 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 00:21 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $37.19 | $152.00 |
DisclosureSEC source: 0001437749-26-031889 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,493 Underlying: Common Stock · 152 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 |
| September 15, 2026 Filed Sep 16, 2026 21:02 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $38.78 | $48.00 |
DisclosureSEC source: 0001437749-26-030569 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,341 Underlying: Common Stock · 48 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 |
| July 01, 2026 Filed Jul 6, 2026 21:50 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $37.46 | $151.00 |
DisclosureSEC source: 0001437749-26-022835 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,292 Underlying: Common Stock · 151 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 |
| June 15, 2026 Filed Jun 17, 2026 13:57 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $35.35 | $51.00 |
DisclosureSEC source: 0001437749-26-020877 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,141 Underlying: Common Stock · 51 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 |
| April 01, 2026 Filed Apr 2, 2026 16:15 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $32.32 | $175.00 |
DisclosureSEC source: 0001437749-26-011023 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,089 Underlying: Common Stock · 175 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 |
| March 16, 2026 Filed Mar 17, 2026 21:08 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $31.29 | $57.00 |
DisclosureSEC source: 0001437749-26-008655 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,914 Underlying: Common Stock · 57 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, 2026 Filed Feb 23, 2026 20:59 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | Not disclosed | $1,011.00 |
DisclosureSEC source: 0001437749-26-005067 · rdgdoc.xml · derivative · entry 3 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,857 Underlying: Common Stock · 1,011 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. F2 · price: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. 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, 2026 Filed Feb 23, 2026 20:59 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Disposition to issuerCommon Stock | 995 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-005067 · rdgdoc.xml · nonDerivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,466 F2 · price: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. 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. F2 · balance_after: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:59 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-005067 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,461 F4 · 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% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F2 · balance_after: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 20:28 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 200 | $28.35 | $5,670.00 |
DisclosureSEC source: 0001437749-26-000293 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,846 Underlying: Common Stock · 200 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 |
| December 16, 2025 Filed Dec 17, 2025 19:27 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 53 | $28.95 | $1,534.35 |
DisclosureSEC source: 0001437749-25-038120 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,647 Underlying: Common Stock · 53 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 |
| September 16, 2025 Filed Sep 17, 2025 20:18 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $25.95 | $43.00 |
DisclosureSEC source: 0001437749-25-029292 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,593 Underlying: Common Stock · 43 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 |
| June 16, 2025 Filed Jun 18, 2025 17:03 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 48 | $23.14 | $1,110.72 |
DisclosureSEC source: 0001437749-25-020755 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,551 Underlying: Common Stock · 48 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 |
| March 21, 2025 Filed Mar 24, 2025 20:36 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 1,124 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-008978 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,503 Underlying: Common Stock · 1,124 shares Expires not disclosed F4 · 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 · price: Restricted stock units which vest 100% on March 21, 2025 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. F4 · 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. F4 · 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, 2025 Filed Mar 24, 2025 20:36 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Disposition to issuerCommon Stock | 1,102 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-008978 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,595 F2 · price: Restricted stock units which vest 100% on March 21, 2025 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. 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. F3 · 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 |
| March 17, 2025 Filed Mar 19, 2025 17:55 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 39 | $24.18 | $943.02 |
DisclosureSEC source: 0001437749-25-008378 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,379 Underlying: Common Stock · 39 shares Expires not disclosed F4 · 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. F4 · 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. F4 · 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 22:17 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 995 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-004783 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,697 F5 · 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% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F2 · 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. F4 · 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 21:32 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $59.24 | $13.00 |
DisclosureSEC source: 0001437749-24-037861 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,208 Underlying: Common Stock · 13 shares Expires not disclosed F4 · 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. F4 · 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. F4 · 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, 2024 Filed Jan 28, 2025 20:32 UTC Amendment | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $59.24 | $15.00 |
DisclosureSEC source: 0001437749-25-002002 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,670 Underlying: Common Stock · 15 shares Expires not disclosed F4 · 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. F4 · 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. F4 · 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. F2 · balance_after: Restricted stock units which vested 100% on August 8, 2024 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 20:23 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $58.51 | $320.00 |
DisclosureSEC source: 0001437749-24-030459 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,195 Underlying: Common Stock · 320 shares Expires not disclosed F4 · 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. F4 · 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. F4 · 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, 2024 Filed Sep 18, 2024 18:21 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $59.43 | $11.00 |
DisclosureSEC source: 0001437749-24-029455 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,874 Underlying: Common Stock · 11 shares Expires not disclosed F4 · 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. F4 · 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. F4 · 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, 2024 Filed Jan 28, 2025 20:31 UTC Amendment | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $59.43 | $13.00 |
DisclosureSEC source: 0001437749-25-002000 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,334 Underlying: Common Stock · 13 shares Expires not disclosed F4 · 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. F4 · 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. F4 · 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. F2 · balance_after: Restricted stock units which vested 100% on August 8, 2024 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. Read SEC document |
| August 08, 2024 Filed Jan 28, 2025 20:30 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | Not disclosed | $458.00 |
DisclosureSEC source: 0001437749-25-001998 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,321 Underlying: Common Stock · 458 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. F2 · price: Restricted stock units which vested 100% on August 8, 2024 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. 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 |
| August 08, 2024 Filed Jan 28, 2025 20:30 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Disposition to issuerCommon Stock | 450 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-001998 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 851 F2 · price: Restricted stock units which vested 100% on August 8, 2024 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. 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. F4 · 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. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 16:20 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $47.51 | $395.00 |
DisclosureSEC source: 0001437749-24-022130 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,863 Underlying: Common Stock · 395 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 |
| June 15, 2024 Filed Jun 17, 2024 21:10 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $44.62 | $13.00 |
DisclosureSEC source: 0001437749-24-020525 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,469 Underlying: Common Stock · 13 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 |
| April 01, 2024 Filed Apr 3, 2024 19:54 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $47.74 | $393.00 |
DisclosureSEC source: 0001437749-24-010859 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,456 Underlying: Common Stock · 393 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 |
| March 21, 2024 Filed Mar 25, 2024 22:36 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 551 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-009311 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,301 F4 · 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. 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. F2 · balance_after: Includes restricted stock units which vest 100% on August 8, 2024 and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 13:52 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $47.10 | $10.00 |
DisclosureSEC source: 0001437749-24-008422 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,063 Underlying: Common Stock · 10 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 |
| January 02, 2024 Filed Jan 4, 2024 19:35 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 319 | $58.75 | $18,741.25 |
DisclosureSEC source: 0001437749-24-000551 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,053 Underlying: Common Stock · 319 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 |
| December 15, 2023 Filed Dec 18, 2023 20:53 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $58.00 | $7.00 |
DisclosureSEC source: 0001437749-23-034729 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,733 Underlying: Common Stock · 7 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 |
| October 02, 2023 Filed Oct 3, 2023 18:42 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $42.50 | $422.00 |
DisclosureSEC source: 0001437749-23-027480 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · 422 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, 2023 Filed Sep 18, 2023 20:28 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $47.04 | $6.00 |
DisclosureSEC source: 0001437749-23-026201 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,304 Underlying: Common Stock · 6 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 |
| August 08, 2023 Filed Aug 10, 2023 20:21 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-023074 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 750 F3 · shares: Restricted stock units which vest 100% on August 8, 2024 and are settle 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 |
| July 03, 2023 Filed Jul 5, 2023 20:03 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 498 | $36.14 | $17,997.72 |
DisclosureSEC source: 0001437749-23-019360 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,298 Underlying: Common Stock · 498 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, 2023 Filed Jun 16, 2023 20:06 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 6 | $32.87 | $197.22 |
DisclosureSEC source: 0001437749-23-017686 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 6 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 03, 2023 Filed Apr 5, 2023 17:41 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 409 | $43.99 | $17,991.91 |
DisclosureSEC source: 0001437749-23-009498 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 795 Underlying: Common Stock · 409 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 15, 2023 Filed Mar 16, 2023 20:19 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 2 | $49.63 | $99.26 |
DisclosureSEC source: 0001567619-23-005178 · doc1.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386 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 |
| January 03, 2023 Filed Jan 4, 2023 19:51 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 384 | $46.85 | $17,990.40 |
DisclosureSEC source: 0001567619-23-000165 · doc1.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384 Underlying: Common Stock · 384 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 |
| November 15, 2022 Filed Nov 17, 2022 16:07 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-020495 · doc1.xml · nonDerivative · entry 1 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 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. F1 · balance_after: 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.