Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NBT BANCORP INCNBTB · Entity 4320 | EVP & Chief Financial Officer | March 23, 2026 | March 26, 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 March 23, 2026 · Filed March 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| NBT Bancorp Inc. Common StockSEC Table I · non-derivative | Direct | 24,312.673 |
Ending reported balance
After 2026-03-23 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-03-23 · Grant · Acquired 3,275 · Balance 24,164.673 F1: Pursuant to NBT Bancorp Inc. Omnibus Restricted Stock Unit Agreement the grant vests 20% annually. Row 2 · 2026-03-23 · Tax withholding · Disposed 21 · Balance 24,143.673 Row 3 · 2026-03-23 · Tax withholding · Disposed 65 · Balance 24,078.673 Row 4 · 2026-03-23 · Grant · Acquired 234 · Balance 24,312.673 F2: Earned restricted stock unit vested following the end of a three-year performance period. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to NBT Bancorp Inc. Omnibus Restricted Stock Unit Agreement the grant vests 20% annually.
F2: Earned restricted stock unit vested following the end of a three-year performance period.
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 |
|---|---|---|---|---|---|---|
| January 15, 2021 Filed Jan 20, 2021 15:40 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 55 | $34.81 | $1,914.55 |
DisclosureSEC source: 0001690001-21-000002 · edgardoc.xml · nonDerivative · entry 2 Burns Annette L · CIK 0001793848 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,768.988 Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 15:40 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 34 | $34.81 | $1,183.54 |
DisclosureSEC source: 0001690001-21-000002 · edgardoc.xml · nonDerivative · entry 1 Burns Annette L · CIK 0001793848 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,823.988 Read SEC document |
| December 31, 2020 Filed Feb 11, 2021 19:07 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 89.925 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-21-000013 · edgardoc.xml · nonDerivative · entry 1 Burns Annette L · CIK 0001793848 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,947.913 F1 · price: Shares were purchased through a Dividend Reinvestment Plan from 1/1/2020 to 12/31/2020. Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 20:21 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-20-000031 · edgardoc.xml · nonDerivative · entry 1 Burns Annette L · CIK 0001793848 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,857.988 F1 · shares: The award is in the form of restricted stock units which represents a contingent right to receive one share of NBT Bancorp Inc. common stock for each stock unit awarded. The restricted stock units vest in full as of the third anniversary of the Grant Date and may not be settled in cash. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 16:31 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-20-000010 · edgardoc.xml · nonDerivative · entry 1 Burns Annette L · CIK 0001793848 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,857.988 F1 · shares: The award is in the form of restricted stock units which represents a contingent right to receive one share of NBT Bancorp Inc. common stock for each stock unit awarded. The restricted stock units vest in full as of the third anniversary of the Grant Date and may not be settled in cash. Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 18:33 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 430 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-20-000001 · edgardoc.xml · nonDerivative · entry 1 Burns Annette L · CIK 0001793848 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,357.988 F1 · shares: Pursuant to NBT Bancorp Inc. Omnibus Restricted Stock Unit Agreement the grant vests 20% annually. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:42 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 48 | $40.44 | $1,940.88 |
DisclosureSEC source: 0001140361-20-001049 · form4.xml · nonDerivative · entry 5 Burns Annette L · CIK 0001793848 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,913.598 Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:42 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 34 | $40.44 | $1,374.79 |
DisclosureSEC source: 0001140361-20-001049 · form4.xml · nonDerivative · entry 4 Burns Annette L · CIK 0001793848 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,961.598 Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:42 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 55 | $40.44 | $2,223.93 |
DisclosureSEC source: 0001140361-20-001049 · form4.xml · nonDerivative · entry 3 Burns Annette L · CIK 0001793848 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,995.598 Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:42 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 34 | $40.44 | $1,374.79 |
DisclosureSEC source: 0001140361-20-001049 · form4.xml · nonDerivative · entry 2 Burns Annette L · CIK 0001793848 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,050.598 Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:42 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 24 | $40.44 | $970.44 |
DisclosureSEC source: 0001140361-20-001049 · form4.xml · nonDerivative · entry 1 Burns Annette L · CIK 0001793848 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,084.598 Read SEC document |
| December 31, 2019 Filed Feb 13, 2020 19:46 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 14.39 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-20-000003 · edgardoc.xml · nonDerivative · entry 1 Burns Annette L · CIK 0001793848 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,122.988 F1 · price: Shares were purchased through a Dividend Reinvestment Plan from 1/1/2019 to 12/31/2019. 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.