Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NBT BANCORP INCNBTB · Entity 4320 | SEVP & President of NBT Bank | 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 | 85,446.367 |
Ending reported balance
After 2026-03-23 transaction · row 5
4 source rows · reconciled sequenceRow 2 · 2026-03-23 · Grant · Acquired 4,528 · Balance 83,611.367 F1: Pursuant to NBT Bancorp Inc. Omnibus Restricted Stock Unit Agreement the grant vests 20% annually. Row 3 · 2026-03-23 · Tax withholding · Disposed 246 · Balance 83,365.367 Row 4 · 2026-03-23 · Grant · Acquired 2,870 · Balance 86,235.367 F2: Earned restricted stock unit vested following the end of a three-year performance period. Row 5 · 2026-03-23 · Tax withholding · Disposed 789 · Balance 85,446.367 |
| NBT Bancorp Inc. Common StockSEC Table I · non-derivative | Indirect401k | 7,252.906 |
Reported balance
Holding disclosure · report date 2026-03-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 7,252.906 |
| NBT Bancorp Inc. Common StockSEC Table I · non-derivative | IndirectNBT BancorpESOP | 2,020.199 |
Reported balance
Holding disclosure · report date 2026-03-23 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 2,020.199 |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 27,601.697 |
Reported balance
Holding disclosure · report date 2026-03-23 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 27,601.697 F3: 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. |
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.
F3: 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 31, 2018 Filed Feb 13, 2019 21:15 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherPhantom Stock · Derivative | 261.93 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-19-000005 · edgardoc.xml · derivative · entry 4 Stagliano Joseph R · CIK 0001707851 · EVP President Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,162.598 Underlying: NBT Bancorp Inc. Common Stock · 261.93 shares Expires not disclosed F3 · 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. F4 · shares: Shares were purchased through payroll deferral and/or dividend reinvestment from 1/1/2018 to 12/31/2018 through a NBT Bancorp Inc. deferred compensation plan. F3 · 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. F3 · 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, 2018 Filed Feb 13, 2019 21:15 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 41.756 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-19-000005 · edgardoc.xml · nonDerivative · entry 2 Stagliano Joseph R · CIK 0001707851 · EVP President Retail Banking 10b5-1 filing: Not disclosed Ownership: Indirect · NBT Bancorp ESOP Disclosed balance after: 1,618.458 F2 · price: Shares were purchased through payroll deferral and/or dividend reinvestment from 1/1/2018 to 12/31/2018 through NBT Bancorp Inc. ESOP Plan. Read SEC document |
| December 31, 2018 Filed Feb 13, 2019 21:15 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 192.482 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-19-000005 · edgardoc.xml · nonDerivative · entry 1 Stagliano Joseph R · CIK 0001707851 · EVP President Retail Banking 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Disclosed balance after: 5,552.676 F1 · price: Shares were purchased through payroll deferral and/or dividend reinvestment from 1/1/2018 to 12/31/2018 through NBT Bancorp Inc. 401k Plan. Read SEC document |
| July 26, 2018 Filed Jul 27, 2018 15:55 UTC | NBT BANCORP INC NBTB · Entity 4320 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,500 | $41.45 Strike: $20.19 | $227,982.70 |
DisclosureSEC source: 0001690001-18-000016 · edgardoc.xml · derivative · entry 5 Stagliano Joseph R · CIK 0001707851 · EVP Ops and Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: NBT Bancorp Inc. Common Stock · 5,500 shares Expires 2020-01-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Pursuant to NBT Bancorp Inc. Omnibus Stock Option Agreement the grant vests 40% for first year, 20% annually for following years. Read SEC document |
| July 26, 2018 Filed Jul 27, 2018 15:55 UTC | NBT BANCORP INC NBTB · Entity 4320 | SaleNBT Bancorp Inc. Common Stock | 5,500 | $41.45 | $227,982.70 |
DisclosureSEC source: 0001690001-18-000016 · edgardoc.xml · nonDerivative · entry 2 Stagliano Joseph R · CIK 0001707851 · EVP Ops and Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,237 Read SEC document |
| July 26, 2018 Filed Jul 27, 2018 15:55 UTC | NBT BANCORP INC NBTB · Entity 4320 | Exercise / conversionNBT Bancorp Inc. Common Stock | 5,500 | $20.19 | $111,045.00 |
DisclosureSEC source: 0001690001-18-000016 · edgardoc.xml · nonDerivative · entry 1 Stagliano Joseph R · CIK 0001707851 · EVP Ops and Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,737 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 26, 2018 Filed Mar 27, 2018 21:54 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 3,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-18-000024 · edgardoc.xml · nonDerivative · entry 1 Stagliano Joseph R · CIK 0001707851 · EVP Ops and Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,381 F1 · shares: Pursuant to NBT Bancorp Inc. Omnibus Performance Unit Agreement, each member of a select group of Management is entitled to receive an award based on Company performance goals in the form of restricted stock units that vest one year following the end of a performance period. Read SEC document |
| March 26, 2018 Filed Mar 29, 2018 20:11 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 2,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-18-000031 · edgardoc.xml · nonDerivative · entry 1 Stagliano Joseph R · CIK 0001707851 · EVP Ops and Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,237 F1 · shares: Pursuant to NBT Bancorp Inc. Omnibus Restricted Stock Unit Agreement the grant vests 20% annually. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 20:10 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantPhantom Stock · Derivative | 1,451.717 | $37.68 | $54,706.07 |
DisclosureSEC source: 0001611953-18-000010 · edgardoc.xml · derivative · entry 4 Stagliano Joseph R · CIK 0001707851 · EVP Ops and Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,745.752 Underlying: NBT Bancorp Inc. Common Stock · 1,451.717 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 |
| January 15, 2018 Filed Jan 16, 2018 23:59 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 174 | $38.16 | $6,639.84 |
DisclosureSEC source: 0001611953-18-000006 · edgardoc.xml · nonDerivative · entry 5 Stagliano Joseph R · CIK 0001707851 · EVP Ops and Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,663 Read SEC document |
| January 15, 2018 Filed Jan 16, 2018 23:59 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 230 | $38.16 | $8,776.80 |
DisclosureSEC source: 0001611953-18-000006 · edgardoc.xml · nonDerivative · entry 4 Stagliano Joseph R · CIK 0001707851 · EVP Ops and Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,837 Read SEC document |
| January 15, 2018 Filed Jan 16, 2018 23:59 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 1,147 | $38.16 | $43,769.52 |
DisclosureSEC source: 0001611953-18-000006 · edgardoc.xml · nonDerivative · entry 3 Stagliano Joseph R · CIK 0001707851 · EVP Ops and Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,067 Read SEC document |
| January 15, 2018 Filed Jan 16, 2018 23:59 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 241 | $38.16 | $9,196.56 |
DisclosureSEC source: 0001611953-18-000006 · edgardoc.xml · nonDerivative · entry 2 Stagliano Joseph R · CIK 0001707851 · EVP Ops and Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,214 Read SEC document |
| January 15, 2018 Filed Jan 16, 2018 23:59 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 215 | $38.16 | $8,204.40 |
DisclosureSEC source: 0001611953-18-000006 · edgardoc.xml · nonDerivative · entry 1 Stagliano Joseph R · CIK 0001707851 · EVP Ops and Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,455 Read SEC document |
| December 31, 2017 Filed Feb 13, 2018 19:26 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherPhantom Stock · Derivative | 154.916 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-18-000014 · edgardoc.xml · derivative · entry 4 Stagliano Joseph R · CIK 0001707851 · EVP Ops and Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,448.951 Underlying: NBT Bancorp Inc. Common Stock · 154.916 shares Expires not disclosed F3 · 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. F4 · shares: Shares acquired under NBT Bancorp Dividend Reinvestment Plan during period of 1/1/2017 to 12/31/2017. F3 · 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. F3 · 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 19:26 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 29.031 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-18-000014 · edgardoc.xml · nonDerivative · entry 2 Stagliano Joseph R · CIK 0001707851 · EVP Ops and Retail Banking 10b5-1 filing: Not disclosed Ownership: Indirect · NBT Bancorp ESOP Disclosed balance after: 1,576.702 F2 · price: Shares were purchased through dividend reinvestment from 1/1/2017 through 12/31/2017 through NBT Bancorp Inc. ESOP Plan. Read SEC document |
| December 31, 2017 Filed Feb 13, 2018 19:26 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 98.696 | $0.00 | $0.00 |
DisclosureSEC source: 0001611953-18-000014 · edgardoc.xml · nonDerivative · entry 1 Stagliano Joseph R · CIK 0001707851 · EVP Ops and Retail Banking 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Disclosed balance after: 5,360.194 F1 · price: Shares were purchased through dividend reinvestment from 1/1/2017 through 12/31/2017 through NBT Bancorp Inc. 401k Plan. 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.