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 | 6,566 |
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 6,566 F2: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. |
| Common StockSEC Table I · non-derivative | Direct | 12,473 |
Reported balance
Holding disclosure · report date 2026-10-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 12,473 F1: Includes restricted stock units which vest 100% on February 19, 2027, and are settled in shares of Issuer common stock upon separation from service of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock units which vest 100% on February 19, 2027, and are settled in shares of Issuer common stock upon separation from service of the reporting person.
F2: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 3, 2026 00:18 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $37.19 | $540.00 |
DisclosureSEC source: 0001437749-26-031883 · rdgdoc.xml · derivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,566 Underlying: Common Stock · 540 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| September 15, 2026 Filed Sep 16, 2026 20:54 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $38.78 | $28.00 |
DisclosureSEC source: 0001437749-26-030559 · rdgdoc.xml · derivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,026 Underlying: Common Stock · 28 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 21:44 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $37.46 | $536.00 |
DisclosureSEC source: 0001437749-26-022828 · rdgdoc.xml · derivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,996 Underlying: Common Stock · 536 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 13:52 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $35.35 | $28.00 |
DisclosureSEC source: 0001437749-26-020867 · rdgdoc.xml · derivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,460 Underlying: Common Stock · 28 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 16:07 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $32.32 | $622.00 |
DisclosureSEC source: 0001437749-26-011014 · rdgdoc.xml · derivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,433 Underlying: Common Stock · 622 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| March 16, 2026 Filed Mar 17, 2026 21:03 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $31.29 | $27.00 |
DisclosureSEC source: 0001437749-26-008646 · rdgdoc.xml · derivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,811 Underlying: Common Stock · 28 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 20, 2026 Filed Feb 23, 2026 20:55 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | Not disclosed | $1,011.00 |
DisclosureSEC source: 0001437749-26-005058 · rdgdoc.xml · derivative · entry 3 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,783 Underlying: Common Stock · 1,011 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. F1 · 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: 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 · derivative.expiration_date: 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. Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 20:55 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Disposition to issuerCommon Stock | 995 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-005058 · rdgdoc.xml · nonDerivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,473 F1 · 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: 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 20:55 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-005058 · rdgdoc.xml · nonDerivative · entry 1 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,468 F3 · shares: Restricted stock units which vest 100% on February 19, 2027, and are settled in shares of Issuer common stock upon separation from service of the reporting person. F1 · balance_after: 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 20:31 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 708 | $28.35 | $20,071.80 |
DisclosureSEC source: 0001437749-26-000300 · rdgdoc.xml · derivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,772 Underlying: Common Stock · 708 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 19:30 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 19 | $28.95 | $550.05 |
DisclosureSEC source: 0001437749-25-038126 · rdgdoc.xml · derivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,065 Underlying: Common Stock · 19 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| December 16, 2025 Filed Jan 6, 2026 20:24 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | OtherCommon Stock | 71 | $28.95 | $2,055.45 |
DisclosureSEC source: 0001437749-26-000589 · rdgdoc.xml · nonDerivative · entry 3 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,602 F1 · balance_after: Includes restricted stock units which vest 100% on February 20, 2026 and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 19:32 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $25.10 | $769.00 |
DisclosureSEC source: 0001437749-25-030293 · rdgdoc.xml · derivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,046 Underlying: Common Stock · 769 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| September 16, 2025 Filed Sep 17, 2025 19:42 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $25.95 | $11.00 |
DisclosureSEC source: 0001437749-25-029270 · rdgdoc.xml · derivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,276 Underlying: Common Stock · 11 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| September 16, 2025 Filed Jan 6, 2026 20:24 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | OtherCommon Stock | 57 | $25.95 | $1,479.15 |
DisclosureSEC source: 0001437749-26-000589 · rdgdoc.xml · nonDerivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,531 F1 · balance_after: Includes restricted stock units which vest 100% on February 20, 2026 and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 18:32 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 729 | $26.49 | $19,311.21 |
DisclosureSEC source: 0001437749-25-021933 · rdgdoc.xml · derivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,265 Underlying: Common Stock · 729 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 16:55 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 9 | $23.14 | $208.26 |
DisclosureSEC source: 0001437749-25-020749 · rdgdoc.xml · derivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,536 Underlying: Common Stock · 9 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| June 16, 2025 Filed Jan 6, 2026 20:24 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | OtherCommon Stock | 28 | $23.14 | $647.92 |
DisclosureSEC source: 0001437749-26-000589 · rdgdoc.xml · nonDerivative · entry 1 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,474 F1 · balance_after: Includes restricted stock units which vest 100% on February 20, 2026 and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| June 04, 2025 Filed Jun 5, 2025 17:02 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 6,451 | $23.25 | $149,985.75 |
DisclosureSEC source: 0001437749-25-019506 · rdgdoc.xml · nonDerivative · entry 1 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,446 F1 · balance_after: Includes restricted stock units which vest 100% on February 20, 2026 and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 19:39 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $23.91 | $808.00 |
DisclosureSEC source: 0001437749-25-010877 · rdgdoc.xml · derivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,527 Underlying: Common Stock · 808 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 17:43 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $24.18 | $3.00 |
DisclosureSEC source: 0001437749-25-008363 · rdgdoc.xml · derivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 719 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. Read SEC document |
| February 20, 2025 Filed Feb 21, 2025 22:14 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 995 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-004777 · rdgdoc.xml · nonDerivative · entry 1 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,995 F3 · 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. F2 · 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 21:32 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 358 | $53.98 | $19,324.84 |
DisclosureSEC source: 0001437749-25-000241 · rdgdoc.xml · derivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 358 Underlying: Common Stock · 358 shares Expires not disclosed F1 · 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. F1 · 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. F1 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.