Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Bankwell Financial Group, Inc.BWFG · Entity 5441 | EVP, Head of Community Banking | August 29, 2018 | August 30, 2018 |
| Orange County Bancorp, Inc. /DE/OBT · Entity 5467 | SVP, Dir. Wealth Services | 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.
Bankwell Financial Group, Inc.
Report date August 29, 2018 · Filed August 30, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,750 |
Reported balance
After 2018-08-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-08-29 · Sale · Disposed 589 · Balance 3,750 F1: 7,500 shares of restricted stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal installments of 25%, with the first installment to vest on July 11, 2017 and an additional 25% to vest on the anniversary of July 11th thereafter. 3,750 Shares have vested. |
Filing footnotes · ownership attribution and instrument terms
F1: 7,500 shares of restricted stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal installments of 25%, with the first installment to vest on July 11, 2017 and an additional 25% to vest on the anniversary of July 11th thereafter. 3,750 Shares have vested.
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 | 11,480 |
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 4,333 · Balance 12,270 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 790 · Balance 11,480 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. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 2,780 |
Reported balance
Holding disclosure · report date 2026-03-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,780 F4: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
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.
F4: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
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 17:44 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 790 | $31.15 | $24,608.50 |
DisclosureSEC source: 0001437749-26-009457 · rdgdoc.xml · nonDerivative · entry 2 Dineen David P · CIK 0001681144 · SVP, Dir. Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,480 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 17:44 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 4,333 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-009457 · rdgdoc.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · SVP, Dir. Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,270 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 16:41 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 277 | $31.47 | $8,717.19 |
DisclosureSEC source: 0001437749-26-008000 · rdgdoc.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · SVP, Dir. Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,937 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on May 28, 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 20, 2026. Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 17:24 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 808 | $28.76 | $23,238.08 |
DisclosureSEC source: 0001437749-25-037882 · rdgdoc.xml · nonDerivative · entry 2 Dineen David P · CIK 0001681144 · SVP, Dir. Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,214 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on May 28, 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 20, 2026. Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 17:24 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 192 | $29.00 | $5,568.00 |
DisclosureSEC source: 0001437749-25-037882 · rdgdoc.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · SVP, Dir. Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,022 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on May 28, 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 20, 2026. Read SEC document |
| May 28, 2025 Filed May 30, 2025 12:27 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 240 | $25.85 | $6,204.00 |
DisclosureSEC source: 0001437749-25-018917 · rdgdoc.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · SVP, Dir. Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,214 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on May 28, 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 20, 2026. Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 17:06 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 412 | $24.15 | $9,949.80 |
DisclosureSEC source: 0001437749-25-009195 · rdgdoc.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · SVP, Dir. Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,454 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on May 28, 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 20, 2026. Read SEC document |
| March 20, 2025 Filed Mar 24, 2025 14:49 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 3,154 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-008944 · rdgdoc.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · SVP, Dir. Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,866 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 May 28, 2023. F2 · 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, 2025 Filed Mar 12, 2025 17:25 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 276 | $23.95 | $6,610.20 |
DisclosureSEC source: 0001437749-25-007325 · rdgdoc.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · SVP, Dir. Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,712 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on May 28, 2023. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. 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 |
| May 28, 2024 Filed May 30, 2024 14:41 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 120 | $49.10 | $5,892.00 |
DisclosureSEC source: 0001437749-24-018723 · rdgdoc.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · SVP, Dir. Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,494 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on May 28, 2023. F2 · 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 21, 2024 Filed Mar 25, 2024 18:24 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 1,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-009289 · rdgdoc.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · SVP, Dir. Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,614 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 May 28, 2023. F2 · 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 16:42 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 138 | $45.20 | $6,237.60 |
DisclosureSEC source: 0001437749-24-007657 · rdgdoc.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · SVP, Dir. Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,897 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on May 28, 2023. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 15:57 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 118 | $33.22 | $3,919.96 |
DisclosureSEC source: 0001437749-23-016364 · rdgdoc.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · SVP, Dir. Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,035 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on May 28, 2023. F2 · 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 11:26 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 1,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-005000 · doc1.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · SVP, Dir. Wealth Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,153 F2 · 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 May 28, 2023. Read SEC document |
| May 28, 2022 Filed May 31, 2022 12:29 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-011901 · doc1.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · SVP, Dir. Wealth Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on May 28, 2023. Read SEC document |
| August 29, 2018 Filed Aug 30, 2018 20:07 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 589 | $31.05 | $18,288.45 |
DisclosureSEC source: 0001567619-18-001929 · doc1.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · EVP, Head of Community Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 F1 · security: 7,500 shares of restricted stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal installments of 25%, with the first installment to vest on July 11, 2017 and an additional 25% to vest on the anniversary of July 11th thereafter. 3,750 Shares have vested. Read SEC document |
| August 07, 2018 Filed Aug 8, 2018 17:55 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 700 | $31.89 | $22,323.00 |
DisclosureSEC source: 0001567619-18-000077 · doc1.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · EVP, Head of Community Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,339 F1 · security: 7,500 shares of restricted stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal installments of 25%, with the first installment to vest on July 11, 2017 and an additional 25% to vest on the anniversary of July 11th thereafter. 3,750 Shares have vested. Read SEC document |
| July 12, 2018 Filed Jul 13, 2018 15:22 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 586 | $32.51 | $19,050.86 |
DisclosureSEC source: 0001140361-18-032324 · doc1.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · EVP, Head of Community Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,039 F1 · security: 7,500 shares of restricted stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal installments of 25%, with the first installment to vest on July 11, 2017 and an additional 25% to vest on the anniversary of July 11th thereafter. 3,750 Shares have vested. F2 · shares: On 7/12/18 - 586 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover tax liability with respect to the vesting of restricted stock previously reported. Read SEC document |
| September 18, 2017 Filed Sep 20, 2017 20:50 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | SaleCommon Stock | 1,218 | $35.77 | $43,567.86 |
DisclosureSEC source: 0001140361-17-036046 · doc1.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · EVP, Head of Community Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,625 F1 · security: 7,500 shares of restricted stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal installments of 25%, with the first installment to vest on July 11, 2017 and an additional 25% to vest on the anniversary of July 11th thereafter. 1,875 Shares have vested. Read SEC document |
| July 12, 2017 Filed Jul 13, 2017 15:34 UTC | Bankwell Financial Group, Inc. BWFG · Entity 5441 | Tax withholdingCommon Stock | 657 | $32.80 | $21,547.43 |
DisclosureSEC source: 0001140361-17-027738 · doc1.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · EVP, Head of Community Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,843 F1 · security: 7,500 shares of restricted stock granted pursuant to the 2012 Bankwell Financial Group, Inc. Stock Plan and will vest in four equal installments of 25%, with the first installment to vest on July 11, 2017 and an additional 25% to vest on the anniversary of July 11th thereafter. 1,875 Shares have vested. F2 · shares: On 7/12/17 - 657 shares were withheld and sold through the Company sponsored cashless stock exercise program, to cover tax liability with respect to the vesting of restricted stock previously reported. F3 · price: Range of reported sale price is $32.79 - $32.81. Reporting person agrees to provide individual transaction information to the SEC upon request. 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.