Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NBT BANCORP INCNBTB · Entity 4320 | Director | May 21, 2026 | May 22, 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.
NBT BANCORP INC
Report date May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 7,726.928 |
Reported balance
After 2026-05-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-21 · Grant · Acquired 1,128.434 · Balance 7,726.928 F1: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. |
| NBT Bancorp Inc. Common StockSEC Table I · non-derivative | Direct | 13,641.843 |
Reported balance
Holding disclosure · report date 2026-05-21 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 13,641.843 |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan.
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 26, 2018 Filed Dec 27, 2018 19:26 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantPhantom Stock · Derivative | 40 | $33.58 | $1,343.20 |
DisclosureSEC source: 0001690001-18-000021 · edgardoc.xml · derivative · entry 2 Kowalczyk Andrew S III · CIK 0001693218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 894.07 Underlying: NBT Bancorp Inc. Common Stock · 40 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · derivative.exercise_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · derivative.expiration_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. Read SEC document |
| October 02, 2018 Filed Oct 3, 2018 20:15 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantPhantom Stock · Derivative | 60 | $38.27 | $2,296.40 |
DisclosureSEC source: 0001690001-18-000019 · edgardoc.xml · derivative · entry 2 Kowalczyk Andrew S III · CIK 0001693218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 854.07 Underlying: NBT Bancorp Inc. Common Stock · 60 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · derivative.exercise_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · derivative.expiration_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. Read SEC document |
| July 03, 2018 Filed Jul 3, 2018 18:47 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantPhantom Stock · Derivative | 54 | $38.86 | $2,098.46 |
DisclosureSEC source: 0001690001-18-000015 · edgardoc.xml · derivative · entry 2 Kowalczyk Andrew S III · CIK 0001693218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 794.07 Underlying: NBT Bancorp Inc. Common Stock · 54 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · derivative.exercise_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · derivative.expiration_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. Read SEC document |
| May 30, 2018 Filed May 31, 2018 17:30 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantPhantom Stock · Derivative | 292 | $38.48 | $11,234.73 |
DisclosureSEC source: 0001690001-18-000014 · edgardoc.xml · derivative · entry 2 Kowalczyk Andrew S III · CIK 0001693218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 740.07 Underlying: NBT Bancorp Inc. Common Stock · 292 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · derivative.exercise_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · derivative.expiration_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. Read SEC document |
| May 22, 2018 Filed May 23, 2018 20:31 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 778 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-18-000039 · edgardoc.xml · nonDerivative · entry 1 Kowalczyk Andrew S III · CIK 0001693218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,276.581 F1 · shares: Acquired pursuant to the NBT Bancorp Inc. 2018 Omnibus Incentive Plan. Each outside director is entitled to receive an annual retainer for Board service in the form of restricted stock units of the Company's common stock that vests in three annual installments. Read SEC document |
| April 06, 2018 Filed Apr 9, 2018 18:56 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantPhantom Stock · Derivative | 37 | $36.33 | $1,344.23 |
DisclosureSEC source: 0001611953-18-000033 · edgardoc.xml · derivative · entry 2 Kowalczyk Andrew S III · CIK 0001693218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448.07 Underlying: NBT Bancorp Inc. Common Stock · 37 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · derivative.exercise_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · derivative.expiration_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. Read SEC document |
| December 31, 2017 Filed Feb 13, 2018 19:33 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherPhantom Stock · Derivative | 6.07 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-18-000005 · edgardoc.xml · derivative · entry 2 Kowalczyk Andrew S III · CIK 0001693218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411.07 Underlying: NBT Bancorp Inc. Common Stock · 6.07 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · shares: Shares acquired under NBT Bancorp Dividend Reinvestment Plan during period of 1/1/2017 to 12/31/2017. F2 · derivative.exercise_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F2 · derivative.expiration_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. Read SEC document |
| December 31, 2017 Filed Feb 13, 2018 19:33 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 63.959 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-18-000005 · edgardoc.xml · nonDerivative · entry 1 Kowalczyk Andrew S III · CIK 0001693218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,498.581 F1 · price: Shares acquired under NBT Bancorp Dividend Reinvestment Plan during period of 1/1/2017 to 12/31/2017. Read SEC document |
| December 27, 2017 Filed Jan 2, 2018 22:51 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantPhantom Stock · Derivative | 44 | $38.71 | $1,703.44 |
DisclosureSEC source: 0001611953-18-000001 · edgardoc.xml · derivative · entry 2 Kowalczyk Andrew S III · CIK 0001693218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405 Underlying: NBT Bancorp Inc. Common Stock · 44 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · derivative.exercise_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · derivative.expiration_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. Read SEC document |
| October 05, 2017 Filed Oct 5, 2017 20:05 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantPhantom Stock · Derivative | 155 | $37.33 | $5,786.00 |
DisclosureSEC source: 0001611953-17-000038 · edgardoc.xml · derivative · entry 2 Kowalczyk Andrew S III · CIK 0001693218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 512 Underlying: NBT Bancorp Inc. Common Stock · 155 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · derivative.exercise_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · derivative.expiration_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. Read SEC document |
| October 05, 2017 Filed Dec 5, 2017 21:32 UTC Amendment | NBT BANCORP INC NBTB · Entity 4320 | GrantPhantom Stock · Derivative | 50 | $37.33 | $1,866.45 |
DisclosureSEC source: 0001611953-17-000042 · edgardoc.xml · derivative · entry 1 Kowalczyk Andrew S III · CIK 0001693218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361 Underlying: NBT Bancorp Inc. Common Stock · 50 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F2 · shares: This amendment is being filed to correctly report the number of phantom stock units acquired. F1 · derivative.exercise_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · derivative.expiration_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 19:13 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantPhantom Stock · Derivative | 357 | $36.67 | $13,091.19 |
DisclosureSEC source: 0001611953-17-000035 · edgardoc.xml · derivative · entry 2 Kowalczyk Andrew S III · CIK 0001693218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357 Underlying: NBT Bancorp Inc. Common Stock · 357 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · derivative.exercise_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · derivative.expiration_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. Read SEC document |
| July 03, 2017 Filed Nov 29, 2017 22:15 UTC Amendment | NBT BANCORP INC NBTB · Entity 4320 | GrantPhantom Stock · Derivative | 311 | $36.67 | $11,404.37 |
DisclosureSEC source: 0001611953-17-000041 · edgardoc.xml · derivative · entry 1 Kowalczyk Andrew S III · CIK 0001693218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311 Underlying: NBT Bancorp Inc. Common Stock · 311 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F2 · shares: This amendment is being filed to correctly report the number of phantom stock units acquired. F1 · derivative.exercise_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. F1 · derivative.expiration_date: Each share of phantom stock is deemed invested in one share of NBT Bancorp Inc. common stock pursuant to the terms of the Deferred Compensation Plan. Read SEC document |
| May 23, 2017 Filed May 25, 2017 12:57 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 682 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-17-000028 · edgardoc.xml · nonDerivative · entry 1 Kowalczyk Andrew S III · CIK 0001693218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,434.622 F1 · shares: Acquired pursuant to the NBT Bancorp Inc. 2008 Omnibus Incentive Plan. Each outside director is entitled to receive an annual retainer for Board service in the form of restricted stock units of the Company's common stock that vests in three annual installments. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 17:43 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 162 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-17-000004 · edgardoc.xml · nonDerivative · entry 1 Kowalczyk Andrew S III · CIK 0001693218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,752.622 F1 · shares: Acquired pursuant to the NBT Bancorp Inc. 2008 Omnibus Incentive Plan. Each outside director is entitled to receive an annual retainer for Board service in the form of restricted stock units of the Company's common stock that vests in three annual installments. 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.