Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Orange County Bancorp, Inc. /DE/OBT · Entity 5467 | SVP, Chief Operating Officer | March 19, 2026 | March 23, 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 March 19, 2026 · Filed March 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,266 |
Last balance in matching sequence
After 2026-03-19 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-03-19 · Grant · Acquired 3,792 · Balance 11,922 F3: Restricted stock units which vest at a rate of 1/3 per year commencing on March 19, 2027. F1: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F2: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. Row 2 · 2026-03-19 · Tax withholding · Disposed 656 · Balance 11,266 F1: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F2: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.
F2: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026.
F3: Restricted stock units which vest at a rate of 1/3 per year commencing on March 19, 2027.
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 |
|---|---|---|---|---|---|---|
| March 19, 2026 Filed Mar 23, 2026 21:51 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 656 | $31.15 | $20,434.40 |
DisclosureSEC source: 0001437749-26-009469 · rdgdoc.xml · nonDerivative · entry 2 Jones Elizabeth A · CIK 0001915399 · SVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,266 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. Read SEC document |
| March 19, 2026 Filed Mar 23, 2026 21:51 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 3,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-009469 · rdgdoc.xml · nonDerivative · entry 1 Jones Elizabeth A · CIK 0001915399 · SVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,922 F3 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on March 19, 2027. F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:38 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 220 | $31.47 | $6,923.40 |
DisclosureSEC source: 0001437749-26-007996 · rdgdoc.xml · nonDerivative · entry 1 Jones Elizabeth A · CIK 0001915399 · SVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,950 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 21:02 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 355 | $24.15 | $8,573.25 |
DisclosureSEC source: 0001437749-25-009189 · rdgdoc.xml · nonDerivative · entry 1 Jones Elizabeth A · CIK 0001915399 · SVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,170 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 18:35 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 2,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-008927 · rdgdoc.xml · nonDerivative · entry 1 Jones Elizabeth A · CIK 0001915399 · SVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,525 F3 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 21:14 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 253 | $23.95 | $6,059.35 |
DisclosureSEC source: 0001437749-25-007307 · rdgdoc.xml · nonDerivative · entry 1 Jones Elizabeth A · CIK 0001915399 · SVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,830 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. 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 |
| February 18, 2025 Filed Feb 20, 2025 21:22 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 137 | $26.63 | $3,648.31 |
DisclosureSEC source: 0001437749-25-004578 · rdgdoc.xml · nonDerivative · entry 1 Jones Elizabeth A · CIK 0001915399 · SVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,083 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F4 · balance_after: Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025. Read SEC document |
| February 18, 2025 Filed Mar 12, 2025 21:12 UTC Amendment | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 137 | $26.63 | $3,648.31 |
DisclosureSEC source: 0001437749-25-007304 · rdgdoc.xml · nonDerivative · entry 1 Jones Elizabeth A · CIK 0001915399 · SVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,083 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F4 · 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 22:23 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 1,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-009287 · rdgdoc.xml · nonDerivative · entry 1 Jones Elizabeth A · CIK 0001915399 · SVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,110 F4 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. Read SEC document |
| March 11, 2024 Filed Mar 13, 2024 20:39 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 126 | $45.20 | $5,695.20 |
DisclosureSEC source: 0001437749-24-007651 · rdgdoc.xml · nonDerivative · entry 1 Jones Elizabeth A · CIK 0001915399 · SVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,723 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 20:21 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 69 | $46.80 | $3,229.20 |
DisclosureSEC source: 0001437749-24-004794 · rdgdoc.xml · nonDerivative · entry 1 Jones Elizabeth A · CIK 0001915399 · SVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,849 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024 Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 15:29 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 918 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-005004 · doc1.xml · nonDerivative · entry 1 Jones Elizabeth A · CIK 0001915399 · SVP, Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,918 F3 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. 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.