Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Orange County Bancorp, Inc. /DE/OBT · Entity 5467 | Reg Pres, Westchester County | 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 | 34,782 |
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 5,133 · Balance 36,159 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 1,377 · Balance 34,782 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 17:46 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 1,377 | $31.15 | $42,893.55 |
DisclosureSEC source: 0001437749-26-009461 · rdgdoc.xml · nonDerivative · entry 2 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,782 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 17:46 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 5,133 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-009461 · rdgdoc.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,159 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 16:32 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 459 | $31.47 | $14,444.73 |
DisclosureSEC source: 0001437749-26-007984 · rdgdoc.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,036 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 |
| May 16, 2025 Filed May 19, 2025 18:03 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 1,752 | $26.67 | $46,725.84 |
DisclosureSEC source: 0001437749-25-017665 · rdgdoc.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,485 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 16:53 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 664 | $24.15 | $16,035.60 |
DisclosureSEC source: 0001437749-25-009179 · rdgdoc.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,237 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 14:44 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 5,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-008937 · rdgdoc.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,901 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 17:17 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 459 | $23.95 | $10,993.05 |
DisclosureSEC source: 0001437749-25-007310 · rdgdoc.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,967 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 16:20 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 502 | $26.63 | $13,368.26 |
DisclosureSEC source: 0001437749-25-004573 · rdgdoc.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,426 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 |
| November 21, 2024 Filed Nov 22, 2024 15:07 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | SaleCommon Stock | 910 | $57.75 | $52,552.50 |
DisclosureSEC source: 0001437749-24-036039 · rdgdoc.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,464 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 Read SEC document |
| September 23, 2024 Filed Sep 25, 2024 16:56 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 240 | $58.50 | $14,040.00 |
DisclosureSEC source: 0001437749-24-029986 · rdgdoc.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,374 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. F4 · 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 21, 2024 Filed Mar 25, 2024 18:17 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 2,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-009277 · rdgdoc.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,614 F5 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F4 · 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 16:35 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 229 | $45.20 | $10,350.80 |
DisclosureSEC source: 0001437749-24-007641 · rdgdoc.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,849 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F4 · 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 15:18 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 421 | $46.80 | $19,702.80 |
DisclosureSEC source: 0001437749-24-004789 · rdgdoc.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,078 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024 Read SEC document |
| September 21, 2023 Filed Sep 25, 2023 15:11 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 240 | $44.25 | $10,620.00 |
DisclosureSEC source: 0001437749-23-026682 · rdgdoc.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,499 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F4 · 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 11:33 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 1,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-005012 · doc1.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,739 F4 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 16:51 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 639 | $53.40 | $34,122.60 |
DisclosureSEC source: 0001567619-23-003308 · doc1.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,826 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year on February 21, 2021, February 15, 2022 and February 15, 2023. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. Read SEC document |
| September 21, 2022 Filed Sep 23, 2022 17:28 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 240 | $39.30 | $9,432.00 |
DisclosureSEC source: 0001567619-22-017796 · doc1.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,465 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year on February 21, 2021, February 15, 2022 and February 15, 2023. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 16:23 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | Tax withholdingCommon Stock | 640 | $41.00 | $26,240.00 |
DisclosureSEC source: 0001567619-22-004876 · doc1.xml · nonDerivative · entry 2 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,705 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2020. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year on February 21, 2021, February 15, 2022 and February 15, 2023. F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 16:23 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 1,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-004876 · doc1.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,345 F5 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023. F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2020. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year on February 21, 2021, February 15, 2022 and February 15, 2023. F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2022. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. Read SEC document |
| September 21, 2021 Filed Sep 23, 2021 13:23 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-017501 · doc1.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,523 F4 · shares: Restricted stock units which vest at a rate of 1/3 per year commencing on September 21, 2022. F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2020. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 21, 2021. F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 19, 2022. Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 12:50 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 150 | $33.50 | $5,025.00 |
DisclosureSEC source: 0001567619-21-014680 · doc1.xml · nonDerivative · entry 1 Ruhl Joseph A · CIK 0001875278 · Reg Pres, Westchester County 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,523 F1 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 15, 2020. F2 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 21, 2021. F3 · balance_after: Includes shares of restricted stock which vest at a rate of 1/3 per year commencing on February 19, 2022. 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.