Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Orange County Bancorp, Inc. /DE/OBT · Entity 5467 | Director · President and CEO | September 15, 2026 | September 16, 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 September 15, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 26,719 |
Reported balance
After 2026-09-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-15 · Grant · Acquired Not disclosed · Balance 26,719 F6: Each share of phantom stock 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 | 129,449 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 129,449 F1: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F2: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. F3: Includes restricted stock units which vest on December 31, 2026. F4: Restricted stock units which vest at a rate of 1/3 per year commencing on March 19, 2027. F5: Restricted stock units which vest on March 19, 2029. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 16,400 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 16,400 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.
F2: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026.
F3: Includes restricted stock units which vest on December 31, 2026.
F4: Restricted stock units which vest at a rate of 1/3 per year commencing on March 19, 2027.
F5: Restricted stock units which vest on March 19, 2029.
F6: Each share of phantom stock 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 |
|---|---|---|---|---|---|---|
| December 19, 2022 Filed Dec 20, 2022 23:09 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 200 | $47.10 | $9,420.00 |
DisclosureSEC source: 0001567619-22-021875 · doc1.xml · nonDerivative · entry 1 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,481 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year on February 21, 2021, February 15, 2022 and February 15, 2023. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 21:13 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 18 | $46.93 | $844.74 |
DisclosureSEC source: 0001567619-22-021712 · doc1.xml · derivative · entry 3 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,610 Underlying: Common Stock · 18 shares Expires not disclosed F5 · 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 an executive and the reporting person reaches the age of 65. F5 · 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 an executive and the reporting person reaches the age of 65. F5 · 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 an executive and the reporting person reaches the age of 65. Read SEC document |
| September 21, 2022 Filed Sep 23, 2022 21:24 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 420 | $39.30 | $16,506.00 |
DisclosureSEC source: 0001567619-22-017790 · doc1.xml · nonDerivative · entry 1 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,281 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year on February 21, 2021, February 15, 2022 and February 15, 2023. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 17:00 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 18 | $38.95 | $701.10 |
DisclosureSEC source: 0001567619-22-017586 · doc1.xml · derivative · entry 3 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,592 Underlying: Common Stock · 18 shares Expires not disclosed F5 · 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 an executive and the reporting person reaches the age of 65. F5 · 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 an executive and the reporting person reaches the age of 65. F5 · 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 an executive and the reporting person reaches the age of 65. Read SEC document |
| August 03, 2022 Filed Aug 4, 2022 20:37 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 250 | $32.75 | $8,187.50 |
DisclosureSEC source: 0001567619-22-014945 · doc1.xml · nonDerivative · entry 1 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,701 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year on February 21, 2021, February 15, 2022 and February 15, 2023. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 19:46 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 19.51 | $36.43 | $710.75 |
DisclosureSEC source: 0001567619-22-013055 · doc1.xml · derivative · entry 3 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,573.5969 Underlying: Common Stock · 19.51 shares Expires not disclosed F5 · 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 an executive and the reporting person reaches the age of 65. F5 · 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 an executive and the reporting person reaches the age of 65. F5 · 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 an executive and the reporting person reaches the age of 65. Read SEC document |
| April 29, 2022 Filed May 3, 2022 17:43 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 200 | $39.45 | $7,890.00 |
DisclosureSEC source: 0001567619-22-009378 · doc1.xml · nonDerivative · entry 3 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 7,600 Read SEC document |
| April 29, 2022 Filed May 3, 2022 17:43 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 400 | $39.45 | $15,780.00 |
DisclosureSEC source: 0001567619-22-009378 · doc1.xml · nonDerivative · entry 2 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,451 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year on February 21, 2021, February 15, 2022 and February 15, 2023. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 17:13 UTC | Orange County Bancorp, Inc. /DE/ OB · Entity 5467 | GrantPhantom Stock · Derivative | 17.35 | $40.78 | $707.45 |
DisclosureSEC source: 0001567619-22-007122 · doc1.xml · derivative · entry 3 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,554.0869 Underlying: Common Stock · 17.35 shares Expires not disclosed F5 · 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 an executive and the reporting person reaches the age of 65. F5 · 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 an executive and the reporting person reaches the age of 65. F5 · 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 an executive and the reporting person reaches the age of 65. Read SEC document |
| March 09, 2022 Filed May 3, 2022 17:43 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GiftCommon Stock | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-009378 · doc1.xml · nonDerivative · entry 1 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,051 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year on February 21, 2021, February 15, 2022 and February 15, 2023. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. Read SEC document |
| February 18, 2022 Filed Feb 22, 2022 16:03 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 3,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-005187 · doc1.xml · nonDerivative · entry 1 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,081 F5 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2020. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year on February 21, 2021, February 15, 2022 and February 15, 2023. F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 21:19 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 1,394 | $41.00 | $57,154.00 |
DisclosureSEC source: 0001567619-22-004870 · doc1.xml · nonDerivative · entry 1 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,863 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2020. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year on February 21, 2021, February 15, 2022 and February 15, 2023. F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. Read SEC document |
| December 15, 2021 Filed Feb 10, 2022 17:09 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 18.18 | $38.70 | $703.57 |
DisclosureSEC source: 0001567619-22-003168 · doc1.xml · derivative · entry 4 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,536.7369 Underlying: Common Stock · 18.18 shares Expires not disclosed F5 · 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 an executive and the reporting person reaches the age of 65. F5 · 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 an executive and the reporting person reaches the age of 65. F5 · 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 an executive and the reporting person reaches the age of 65. Read SEC document |
| September 21, 2021 Filed Sep 23, 2021 18:09 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-017525 · doc1.xml · nonDerivative · entry 1 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,257 F4 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2020. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 21, 2021. F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 19, 2022. Read SEC document |
| September 15, 2021 Filed Feb 10, 2022 17:09 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 19.99 | $35.00 | $699.65 |
DisclosureSEC source: 0001567619-22-003168 · doc1.xml · derivative · entry 3 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,536.7369 Underlying: Common Stock · 19.99 shares Expires not disclosed F5 · 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 an executive and the reporting person reaches the age of 65. F5 · 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 an executive and the reporting person reaches the age of 65. F5 · 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 an executive and the reporting person reaches the age of 65. Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 17:24 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 1,500 | $33.50 | $50,250.00 |
DisclosureSEC source: 0001567619-21-014698 · doc1.xml · nonDerivative · entry 1 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,757 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2020. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 21, 2021. F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 19, 2022. 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.