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 | 7,535 |
Reported balance
After 2026-10-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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-derivative | Direct | 9,166 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | IndirectBy Spouse | 400 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| June 01, 2022 Filed Jun 2, 2022 19:42 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 33.6836 | $37.11 | $1,250.00 |
DisclosureSEC source: 0001567619-22-012120 · doc1.xml · derivative · entry 2 Rouis Jonathan F · CIK 0001875271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 609.4918 Underlying: Common Stock · 33.6836 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 |
| May 02, 2022 Filed May 3, 2022 17:41 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 32.1999 | $38.82 | $1,250.00 |
DisclosureSEC source: 0001567619-22-009376 · doc1.xml · derivative · entry 2 Rouis Jonathan F · CIK 0001875271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 575.8082 Underlying: Common Stock · 32.1999 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 18:25 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 31.6416 | $39.51 | $1,250.00 |
DisclosureSEC source: 0001567619-22-008082 · doc1.xml · derivative · entry 2 Rouis Jonathan F · CIK 0001875271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 543.6083 Underlying: Common Stock · 31.6416 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, 2022 Filed Mar 17, 2022 17:11 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 2.5 | $40.78 | $101.94 |
DisclosureSEC source: 0001567619-22-007118 · doc1.xml · derivative · entry 2 Rouis Jonathan F · CIK 0001875271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 511.9667 Underlying: Common Stock · 2.5 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. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 20:35 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 30.525 | $40.95 | $1,250.00 |
DisclosureSEC source: 0001567619-22-006054 · doc1.xml · derivative · entry 2 Rouis Jonathan F · CIK 0001875271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 509.4667 Underlying: Common Stock · 30.525 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| February 01, 2022 Filed Feb 2, 2022 19:58 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 30.4878 | $41.00 | $1,250.00 |
DisclosureSEC source: 0001567619-22-002348 · doc1.xml · derivative · entry 2 Rouis Jonathan F · CIK 0001875271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 478.9417 Underlying: Common Stock · 30.4878 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, 2022 Filed Jan 5, 2022 19:09 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 30.6748 | $40.75 | $1,250.00 |
DisclosureSEC source: 0001567619-22-000478 · doc1.xml · derivative · entry 2 Rouis Jonathan F · CIK 0001875271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448.454 Underlying: Common Stock · 30.6748 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| December 15, 2021 Filed Feb 10, 2022 17:43 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 2.15 | $38.70 | $83.21 |
DisclosureSEC source: 0001567619-22-003192 · doc1.xml · derivative · entry 3 Rouis Jonathan F · CIK 0001875271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 478.9417 Underlying: Common Stock · 2.15 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. F3 · shares: Transaction amounts previously included in aggregate holdings on prior reports. 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. F3 · derivative.underlying_shares: Transaction amounts previously included in aggregate holdings on prior reports. Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 17:20 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 31.3748 | $35.06 | $1,100.00 |
DisclosureSEC source: 0001567619-21-021428 · doc1.xml · derivative · entry 2 Rouis Jonathan F · CIK 0001875271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 415.6292 Underlying: Common Stock · 31.3748 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 01, 2021 Filed Nov 3, 2021 18:16 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 29.6097 | $37.15 | $1,100.00 |
DisclosureSEC source: 0001567619-21-019249 · doc1.xml · derivative · entry 2 Rouis Jonathan F · CIK 0001875271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384.2544 Underlying: Common Stock · 29.6097 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| October 01, 2021 Filed Oct 5, 2021 16:48 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 35.48 | $35.48 | $1,258.83 |
DisclosureSEC source: 0001567619-21-017888 · doc1.xml · derivative · entry 2 Rouis Jonathan F · CIK 0001875271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354.6447 Underlying: Common Stock · 31.0034 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 21, 2021 Filed Sep 23, 2021 16:57 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-017478 · doc1.xml · nonDerivative · entry 1 Rouis Jonathan F · CIK 0001875271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,850 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. Read SEC document |
| September 15, 2021 Filed Feb 10, 2022 17:43 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 1.84 | $35.00 | $64.40 |
DisclosureSEC source: 0001567619-22-003192 · doc1.xml · derivative · entry 2 Rouis Jonathan F · CIK 0001875271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 478.9417 Underlying: Common Stock · 1.84 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. F3 · shares: Transaction amounts previously included in aggregate holdings on prior reports. 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. F3 · derivative.underlying_shares: Transaction amounts previously included in aggregate holdings on prior reports. Read SEC document |
| September 01, 2021 Filed Sep 23, 2021 16:57 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 31.44 | $34.99 | $1,100.09 |
DisclosureSEC source: 0001567619-21-017478 · doc1.xml · derivative · entry 2 Rouis Jonathan F · CIK 0001875271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321.8037 Underlying: Common Stock · 31.44 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 17:21 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 750 | $33.50 | $25,125.00 |
DisclosureSEC source: 0001567619-21-014690 · doc1.xml · nonDerivative · entry 1 Rouis Jonathan F · CIK 0001875271 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,850 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.