Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NBT BANCORP INCNBTB · Entity 4320 | EVP, Retail Community Banking | 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 | 29,298 |
Ending reported balance
After 2026-03-23 transaction · row 6
4 source rows · reconciled sequenceRow 3 · 2026-03-23 · Grant · Acquired 2,751 · Balance 27,875 F1: Pursuant to NBT Bancorp Inc. Omnibus Restricted Stock Unit Agreement the grant vests 20% annually. Row 4 · 2026-03-23 · Tax withholding · Disposed 191 · Balance 27,684 Row 5 · 2026-03-23 · Tax withholding · Disposed 612 · Balance 27,072 Row 6 · 2026-03-23 · Grant · Acquired 2,226 · Balance 29,298 F2: Earned restricted stock unit vested following the end of a three-year performance period. |
| NBT Bancorp Inc. Common StockSEC Table I · non-derivative | Indirect401k | 1,059.527 |
Reported balance
Holding disclosure · report date 2026-03-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,059.527 |
| NBT Bancorp Inc. Common StockSEC Table I · non-derivative | IndirectCustodian for Minor | 1.442 |
Reported balance
Holding disclosure · report date 2026-03-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1.442 |
| NBT Bancorp Inc. Common StockSEC Table I · non-derivative | IndirectNBT BancorpESOP | 338.479 |
Reported balance
Holding disclosure · report date 2026-03-23 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 338.479 |
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, 2022 Filed Jan 18, 2022 21:04 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 171 | $42.14 | $7,205.94 |
DisclosureSEC source: 0001690001-22-000002 · edgardoc.xml · nonDerivative · entry 4 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,357 Read SEC document |
| January 15, 2022 Filed Jan 18, 2022 21:04 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 126 | $42.14 | $5,309.64 |
DisclosureSEC source: 0001690001-22-000002 · edgardoc.xml · nonDerivative · entry 3 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,528 Read SEC document |
| January 15, 2022 Filed Jan 18, 2022 21:04 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 59 | $42.14 | $2,486.26 |
DisclosureSEC source: 0001690001-22-000002 · edgardoc.xml · nonDerivative · entry 2 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,654 Read SEC document |
| January 15, 2022 Filed Jan 18, 2022 21:04 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 160 | $42.14 | $6,742.40 |
DisclosureSEC source: 0001690001-22-000002 · edgardoc.xml · nonDerivative · entry 1 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,713 Read SEC document |
| December 31, 2021 Filed Feb 14, 2022 19:51 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 8.579 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-22-000013 · edgardoc.xml · nonDerivative · entry 3 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Indirect · NBT Bancorp ESOP Disclosed balance after: 297.228 F3 · price: Shares were purchased through payroll deferral and/or dividend reinvestment from 1/1/2021 to 12/31/2021 through NBT Bancorp Inc. ESOP Plan. Read SEC document |
| December 31, 2021 Filed Feb 14, 2022 19:51 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 0.038 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-22-000013 · edgardoc.xml · nonDerivative · entry 2 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Indirect · Custodian for Minor Disclosed balance after: 1.309 F2 · price: Shares were purchased through a Dividend Reinvestment Plan from 1/1/2021 to 12/31/2021. Read SEC document |
| December 31, 2021 Filed Feb 14, 2022 19:51 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 26.851 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-22-000013 · edgardoc.xml · nonDerivative · entry 1 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Disclosed balance after: 930.4 F1 · price: Shares were purchased through payroll deferral and/or dividend reinvestment from 1/1/2021 to 12/31/2021 through NBT Bancorp Inc. 401k Plan. Read SEC document |
| December 15, 2021 Filed Dec 16, 2021 19:06 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 954 | $36.67 | $34,983.18 |
DisclosureSEC source: 0001690001-21-000065 · edgardoc.xml · nonDerivative · entry 1 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,873 Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 16:02 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 2,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-21-000032 · edgardoc.xml · nonDerivative · entry 2 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,827 F2 · 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 22, 2021 Filed Mar 24, 2021 16:02 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 1,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-21-000032 · edgardoc.xml · nonDerivative · entry 1 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,511 F1 · shares: Pursuant to NBT Bancorp Inc. Omnibus Restricted Stock Unit Agreement the grant vests 20% annually. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 16:31 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 152 | $34.81 | $5,291.12 |
DisclosureSEC source: 0001690001-21-000010 · edgardoc.xml · nonDerivative · entry 5 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,725 Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 16:31 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 176 | $34.81 | $6,126.56 |
DisclosureSEC source: 0001690001-21-000010 · edgardoc.xml · nonDerivative · entry 4 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,877 Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 16:31 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 55 | $34.81 | $1,914.55 |
DisclosureSEC source: 0001690001-21-000010 · edgardoc.xml · nonDerivative · entry 3 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,053 Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 16:31 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 55 | $34.81 | $1,914.55 |
DisclosureSEC source: 0001690001-21-000010 · edgardoc.xml · nonDerivative · entry 2 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,108 Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 16:31 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 56 | $34.81 | $1,949.36 |
DisclosureSEC source: 0001690001-21-000010 · edgardoc.xml · nonDerivative · entry 1 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,163 Read SEC document |
| December 31, 2020 Filed Feb 11, 2021 19:30 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 9.973 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-21-000016 · edgardoc.xml · nonDerivative · entry 3 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Indirect · NBT Bancorp ESOP Disclosed balance after: 288.649 F3 · price: Shares were purchased through payroll deferral and/or dividend reinvestment from 1/1/2020 to 12/31/2020 through NBT Bancorp Inc. ESOP Plan Read SEC document |
| December 31, 2020 Filed Feb 11, 2021 19:30 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 0.044 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-21-000016 · edgardoc.xml · nonDerivative · entry 2 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Indirect · Custodian for Minor Disclosed balance after: 1.271 F2 · price: Shares were purchased through a Dividend Reinvestment Plan from 1/1/2020 to 12/31/2020. Read SEC document |
| December 31, 2020 Filed Feb 11, 2021 19:30 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 31.219 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-21-000016 · edgardoc.xml · nonDerivative · entry 1 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Disclosed balance after: 903.549 F1 · price: Shares were purchased through payroll deferral and/or dividend reinvestment from 1/1/2020 to 12/31/2020 through NBT Bancorp Inc. 401k Plan. Read SEC document |
| March 23, 2020 Filed Mar 25, 2020 19:18 UTC | NBT BANCORP INC NBTB · Entity 4320 | GrantNBT Bancorp Inc. Common Stock | 2,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-20-000016 · edgardoc.xml · nonDerivative · entry 1 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,219 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 20:41 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 55 | $40.44 | $2,223.93 |
DisclosureSEC source: 0001140361-20-001048 · form4.xml · nonDerivative · entry 7 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,984 Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:41 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 55 | $40.44 | $2,223.93 |
DisclosureSEC source: 0001140361-20-001048 · form4.xml · nonDerivative · entry 6 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,039 Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:41 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 152 | $40.44 | $6,146.12 |
DisclosureSEC source: 0001140361-20-001048 · form4.xml · nonDerivative · entry 5 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,094 Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:41 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 56 | $40.44 | $2,264.36 |
DisclosureSEC source: 0001140361-20-001048 · form4.xml · nonDerivative · entry 4 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,246 Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 20:41 UTC | NBT BANCORP INC NBTB · Entity 4320 | Tax withholdingNBT Bancorp Inc. Common Stock | 55 | $40.44 | $2,223.93 |
DisclosureSEC source: 0001140361-20-001048 · form4.xml · nonDerivative · entry 3 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,302 Read SEC document |
| December 31, 2019 Filed Feb 13, 2020 20:19 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 5.63 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-20-000006 · edgardoc.xml · nonDerivative · entry 3 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Indirect · NBT Bancorp ESOP Disclosed balance after: 278.676 F3 · price: Shares were purchased through payroll deferral and/or dividend reinvestment from 1/1/2019 to 12/31/2019 through NBT Bancorp Inc. ESOP Plan. Read SEC document |
| December 31, 2019 Filed Feb 13, 2020 20:19 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 0.024 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-20-000006 · edgardoc.xml · nonDerivative · entry 2 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Indirect · Custodian for Minor Disclosed balance after: 1.227 F2 · price: Shares were purchased through a Dividend Reinvestment Plan from 1/1/2019 to 12/31/2019. Read SEC document |
| December 31, 2019 Filed Feb 13, 2020 20:19 UTC | NBT BANCORP INC NBTB · Entity 4320 | OtherNBT Bancorp Inc. Common Stock | 17.623 | $0.00 | $0.00 |
DisclosureSEC source: 0001690001-20-000006 · edgardoc.xml · nonDerivative · entry 1 Hyle Shaunastar · CIK 0001777752 · EVP, Consumer Lending 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Disclosed balance after: 872.33 F1 · price: Shares were purchased through payroll deferral and/or dividend reinvestment from 1/1/2019 to 12/31/2019 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.