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person · Reporting owner

Rouis Jonathan F

Disclosed activity across 1 company

Tapewire entity
32187
SEC CIK
0001875271

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Orange County Bancorp, Inc. /DE/OBT · Entity 5467DirectorOctober 01, 2026October 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom StockSEC Table II · derivative / convertible securityDirect7,535 Reported balance After 2026-10-01 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-10-01 · Grant · Acquired Not disclosed · Balance 7,535

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-derivativeDirect9,166 Reported balance Holding disclosure · report date 2026-10-01 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 9,166

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.

Common StockSEC Table I · non-derivativeIndirectBy Spouse400 Reported balance Holding disclosure · report date 2026-10-01 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 400

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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
October 01, 2026 Filed Oct 3, 2026 00:19 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $37.19 $121.00
Disclosure

SEC source: 0001437749-26-031887 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,535

Underlying: Common Stock · 121 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 20:58 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $38.78 $34.00
Disclosure

SEC source: 0001437749-26-030563 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,414

Underlying: Common Stock · 34 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 21:54 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $37.46 $120.00
Disclosure

SEC source: 0001437749-26-022844 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,380

Underlying: Common Stock · 120 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 13:54 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $35.35 $37.00
Disclosure

SEC source: 0001437749-26-020871 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,260

Underlying: Common Stock · 37 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 16:13 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $32.32 $139.00
Disclosure

SEC source: 0001437749-26-011021 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,222

Underlying: Common Stock · 139 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 21:05 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $31.29 $40.00
Disclosure

SEC source: 0001437749-26-008650 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,083

Underlying: Common Stock · 40 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 20:57 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed Not disclosed $1,011.00
Disclosure

SEC source: 0001437749-26-005062 · rdgdoc.xml · derivative · entry 4

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,043

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 20:57 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 Disposition to issuerCommon Stock 995 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-26-005062 · rdgdoc.xml · nonDerivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,166

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 20:57 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantCommon Stock 866 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-005062 · rdgdoc.xml · nonDerivative · entry 1

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,161

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 20:29 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative 159 $28.35 $4,507.65
Disclosure

SEC source: 0001437749-26-000295 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,032

Underlying: Common Stock · 159 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 19:26 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative 36 $28.95 $1,042.20
Disclosure

SEC source: 0001437749-25-038118 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,873

Underlying: Common Stock · 36 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 01, 2025 Filed Oct 2, 2025 19:36 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $25.10 $179.00
Disclosure

SEC source: 0001437749-25-030299 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,837

Underlying: Common Stock · 179 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 19:47 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $25.95 $28.00
Disclosure

SEC source: 0001437749-25-029277 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,658

Underlying: Common Stock · 28 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, 2025 Filed Jul 2, 2025 18:35 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative 170 $26.49 $4,503.30
Disclosure

SEC source: 0001437749-25-021935 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,630

Underlying: Common Stock · 170 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 16:59 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantStock Options · Derivative 31 $23.14 $717.34
Disclosure

SEC source: 0001437749-25-020752 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,460

Underlying: Common Stock · 31 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, 2025 Filed Apr 3, 2025 19:44 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $23.91 $188.00
Disclosure

SEC source: 0001437749-25-010882 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,429

Underlying: Common Stock · 188 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 20:34 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative 1,124 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-25-008975 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,241

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 20:34 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 Disposition to issuerCommon Stock 1,102 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-25-008975 · rdgdoc.xml · nonDerivative · entry 1

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,295

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 17:48 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $24.18 $22.00
Disclosure

SEC source: 0001437749-25-008368 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,117

Underlying: Common Stock · 22 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 22:09 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantCommon Stock 995 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-004764 · rdgdoc.xml · nonDerivative · entry 1

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,397

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
January 02, 2025 Filed Jan 3, 2025 21:30 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative 83 $53.98 $4,480.34
Disclosure

SEC source: 0001437749-25-000239 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,585

Underlying: Common Stock · 83 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 Dec 18, 2024 21:31 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $59.24 $6.00
Disclosure

SEC source: 0001437749-24-037859 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,503

Underlying: Common Stock · 6 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 20:29 UTC Amendment Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $59.24 $8.00
Disclosure

SEC source: 0001437749-25-001996 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,964

Underlying: Common Stock · 8 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 20:21 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $58.51 $64.00
Disclosure

SEC source: 0001437749-24-030457 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,496

Underlying: Common Stock · 64 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 18:20 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $59.43 $6.00
Disclosure

SEC source: 0001437749-24-029452 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,432

Underlying: Common Stock · 6 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 20:28 UTC Amendment Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $59.43 $7.00
Disclosure

SEC source: 0001437749-25-001994 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,892

Underlying: Common Stock · 7 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.

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August 08, 2024 Filed Jan 28, 2025 20:27 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed Not disclosed $458.00
Disclosure

SEC source: 0001437749-25-001992 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,884

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.

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August 08, 2024 Filed Jan 28, 2025 20:27 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 Disposition to issuerCommon Stock 450 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-25-001992 · rdgdoc.xml · nonDerivative · entry 1

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,701

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.

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July 01, 2024 Filed Jul 3, 2024 15:55 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $47.51 $79.00
Disclosure

SEC source: 0001437749-24-022122 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,427

Underlying: Common Stock · 79 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.

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June 15, 2024 Filed Jun 17, 2024 21:09 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $44.62 $7.00
Disclosure

SEC source: 0001437749-24-020523 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,348

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.

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April 01, 2024 Filed Apr 3, 2024 19:53 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $47.74 $79.00
Disclosure

SEC source: 0001437749-24-010857 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,341

Underlying: Common Stock · 79 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.

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March 21, 2024 Filed Mar 25, 2024 22:33 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantCommon Stock 551 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-009305 · rdgdoc.xml · nonDerivative · entry 1

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,151

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.

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March 15, 2024 Filed Mar 19, 2024 13:53 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $47.10 $6.00
Disclosure

SEC source: 0001437749-24-008424 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,262

Underlying: Common Stock · 6 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.

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January 02, 2024 Filed Jan 4, 2024 19:35 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative 63 $58.75 $3,701.25
Disclosure

SEC source: 0001437749-24-000552 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,256

Underlying: Common Stock · 63 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.

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December 15, 2023 Filed Dec 18, 2023 20:51 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $58.00 $5.00
Disclosure

SEC source: 0001437749-23-034727 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,192

Underlying: Common Stock · 5 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.

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October 02, 2023 Filed Oct 3, 2023 18:41 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $42.50 $88.00
Disclosure

SEC source: 0001437749-23-027478 · rdgdoc.xml · derivative · entry 3

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: Not disclosed

Underlying: Common Stock · 88 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.

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September 15, 2023 Filed Sep 18, 2023 20:27 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative Not disclosed $47.04 $5.00
Disclosure

SEC source: 0001437749-23-026199 · rdgdoc.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: Not disclosed

Underlying: Common Stock · 5 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.

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August 08, 2023 Filed Aug 10, 2023 20:15 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantCommon Stock 450 $0.00 $0.00
Disclosure

SEC source: 0001437749-23-023054 · rdgdoc.xml · nonDerivative · entry 1

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,600

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.

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July 03, 2023 Filed Jul 5, 2023 20:01 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative 104 $36.14 $3,758.56
Disclosure

SEC source: 0001437749-23-019358 · rdgdoc.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,094

Underlying: Common Stock · 104 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.

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June 15, 2023 Filed Jun 16, 2023 20:05 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative 7 $32.87 $230.09
Disclosure

SEC source: 0001437749-23-017685 · rdgdoc.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 990

Underlying: Common Stock · 7 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.

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April 03, 2023 Filed Apr 5, 2023 17:42 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative 85 $43.99 $3,739.15
Disclosure

SEC source: 0001437749-23-009500 · rdgdoc.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 984

Underlying: Common Stock · 85 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.

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March 15, 2023 Filed Mar 16, 2023 20:20 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative 4 $49.63 $198.52
Disclosure

SEC source: 0001567619-23-005180 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 898

Underlying: Common Stock · 4 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.

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January 03, 2023 Filed Jan 4, 2023 19:52 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative 80 $46.85 $3,748.00
Disclosure

SEC source: 0001567619-23-000170 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 894

Underlying: Common Stock · 80 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.

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December 15, 2022 Filed Dec 16, 2022 21:14 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative 4 $46.93 $187.72
Disclosure

SEC source: 0001567619-22-021715 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 814

Underlying: Common Stock · 4 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.

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November 15, 2022 Filed Nov 17, 2022 16:11 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantCommon Stock 300 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-020501 · doc1.xml · nonDerivative · entry 1

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,150

F1 · shares: 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.

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.

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October 03, 2022 Filed Oct 4, 2022 20:35 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative 95 $39.49 $3,751.55
Disclosure

SEC source: 0001567619-22-018145 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 810

Underlying: Common Stock · 95 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.

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September 15, 2022 Filed Sep 19, 2022 17:03 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative 4 $38.95 $155.80
Disclosure

SEC source: 0001567619-22-017592 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 715

Underlying: Common Stock · 4 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.

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July 01, 2022 Filed Jul 5, 2022 17:34 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative 99 $37.99 $3,761.01
Disclosure

SEC source: 0001567619-22-013635 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 712

Underlying: Common Stock · 99 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.

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July 01, 2022 Filed Jul 5, 2022 17:34 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative 99 $37.99 $3,761.01
Disclosure

SEC source: 0001567619-22-013634 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 712

Underlying: Common Stock · 99 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.

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June 15, 2022 Filed Jun 17, 2022 19:54 UTC Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 GrantPhantom Stock · Derivative 3.34 $36.43 $121.68
Disclosure

SEC source: 0001567619-22-013063 · doc1.xml · derivative · entry 2

Rouis Jonathan F · CIK 0001875271 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 612.8318

Underlying: Common Stock · 3.34 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.