Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Orange County Bancorp, Inc. /DE/OBT · Entity 5467 | Director | 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 | 2,188 |
Reported balance
After 2026-09-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-15 · Grant · Acquired Not disclosed · Balance 2,188 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 | 102,510 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 102,510 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 IRA | 10,932 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,932 |
| Common StockSEC Table I · non-derivative | IndirectBy Roth IRA | 324 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 324 |
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 |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 16, 2026 20:59 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $38.78 | $10.00 |
DisclosureSEC source: 0001437749-26-030565 · rdgdoc.xml · derivative · entry 4 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,188 Underlying: Common Stock · 10 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| June 15, 2026 Filed Jun 17, 2026 13:55 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $35.35 | $11.00 |
DisclosureSEC source: 0001437749-26-020873 · rdgdoc.xml · derivative · entry 4 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,178 Underlying: Common Stock · 11 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 21:06 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $31.29 | $12.00 |
DisclosureSEC source: 0001437749-26-008652 · rdgdoc.xml · derivative · entry 4 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,166 Underlying: Common Stock · 12 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 20:58 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | Not disclosed | $1,011.00 |
DisclosureSEC source: 0001437749-26-005065 · rdgdoc.xml · derivative · entry 5 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,154 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 20:58 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Disposition to issuerCommon Stock | 995 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-005065 · rdgdoc.xml · nonDerivative · entry 2 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,510 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 20:58 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-005065 · rdgdoc.xml · nonDerivative · entry 1 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,505 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 |
| December 16, 2025 Filed Dec 17, 2025 19:26 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 7 | $28.95 | $202.65 |
DisclosureSEC source: 0001437749-25-038119 · rdgdoc.xml · derivative · entry 4 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,143 Underlying: Common Stock · 7 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| September 16, 2025 Filed Sep 17, 2025 21:04 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $25.95 | $6.00 |
DisclosureSEC source: 0001437749-25-029315 · rdgdoc.xml · derivative · entry 4 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,136 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. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 17:00 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 6 | $23.14 | $138.84 |
DisclosureSEC source: 0001437749-25-020753 · rdgdoc.xml · derivative · entry 4 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,130 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. Read SEC document |
| March 21, 2025 Filed Mar 24, 2025 20:35 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 1,124 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-008977 · rdgdoc.xml · derivative · entry 4 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,124 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 20:35 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Disposition to issuerCommon Stock | 1,102 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-25-008977 · rdgdoc.xml · nonDerivative · entry 1 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,639 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 |
| February 20, 2025 Filed Feb 21, 2025 22:16 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 995 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-004781 · rdgdoc.xml · nonDerivative · entry 1 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,741 F4 · 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. F3 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 22:35 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 551 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-009309 · rdgdoc.xml · nonDerivative · entry 1 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,373 F3 · 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 settle in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 20:20 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-023066 · rdgdoc.xml · nonDerivative · entry 1 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,822 F2 · shares: Restricted stock units which vest 100% on August 8, 2024 and are settle in shares of Issuer common stock upon separation from service of the reporting person. F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 16:10 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-020499 · doc1.xml · nonDerivative · entry 1 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,772 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. Read SEC document |
| October 20, 2022 Filed Oct 25, 2022 14:26 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-018745 · doc1.xml · nonDerivative · entry 1 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,472 F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| June 16, 2022 Filed Jun 17, 2022 19:48 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 952 | $36.76 | $34,995.52 |
DisclosureSEC source: 0001567619-22-013057 · doc1.xml · nonDerivative · entry 2 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 5,466 Read SEC document |
| September 21, 2021 Filed Sep 23, 2021 17:13 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-017486 · doc1.xml · nonDerivative · entry 1 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,372 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 |
| August 05, 2021 Filed Aug 9, 2021 17:24 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 100 | $33.50 | $3,350.00 |
DisclosureSEC source: 0001567619-21-014697 · doc1.xml · nonDerivative · entry 1 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,372 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.