Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Orange County Bancorp, Inc. /DE/OBT · Entity 5467 | Director | April 01, 2024 | April 03, 2024 |
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 April 01, 2024 · Filed April 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 3,007 |
Reported balance
After 2024-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-04-01 · Grant · Acquired Not disclosed · Balance 3,007 F3: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. |
| Common StockSEC Table I · non-derivative | Direct | 57,389 |
Reported balance
Holding disclosure · report date 2024-04-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 57,389 F1: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F2: Includes restricted stock units which vest 100% on August 8, 2024 and are settled in shares of Issuer common stock upon separation from service of the reporting person. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 3,224 |
Reported balance
Holding disclosure · report date 2024-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,224 |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person.
F2: Includes restricted stock units which vest 100% on August 8, 2024 and are settled in shares of Issuer common stock upon separation from service of the reporting person.
F3: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director.
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 |
|---|---|---|---|---|---|---|
| April 01, 2024 Filed Apr 3, 2024 15:57 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $47.74 | $393.00 |
DisclosureSEC source: 0001437749-24-010865 · rdgdoc.xml · derivative · entry 3 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,007 Underlying: Common Stock · 393 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| March 21, 2024 Filed Mar 25, 2024 18:31 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-009303 · rdgdoc.xml · derivative · entry 3 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,614 Underlying: Common Stock · 551 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 09:49 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $47.10 | $10.00 |
DisclosureSEC source: 0001437749-24-008416 · rdgdoc.xml · derivative · entry 3 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,063 Underlying: Common Stock · 10 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 14:33 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 319 | $58.75 | $18,741.25 |
DisclosureSEC source: 0001437749-24-000548 · rdgdoc.xml · derivative · entry 3 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,053 Underlying: Common Stock · 319 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 15:56 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $58.00 | $7.00 |
DisclosureSEC source: 0001437749-23-034735 · rdgdoc.xml · derivative · entry 3 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,733 Underlying: Common Stock · 7 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| December 15, 2023 Filed Jan 4, 2024 14:33 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | OtherCommon Stock | 12 | $51.08 | $612.96 |
DisclosureSEC source: 0001437749-24-000548 · rdgdoc.xml · nonDerivative · entry 2 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 3,224 Read SEC document |
| December 15, 2023 Filed Jan 4, 2024 14:33 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | OtherCommon Stock | 49 | $51.89 | $2,542.61 |
DisclosureSEC source: 0001437749-24-000548 · rdgdoc.xml · nonDerivative · entry 1 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,389 F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F2 · balance_after: Includes restricted stock units which vest 100% on August 8, 2024 and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| October 02, 2023 Filed Oct 3, 2023 14:45 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $42.50 | $422.00 |
DisclosureSEC source: 0001437749-23-027487 · rdgdoc.xml · derivative · entry 3 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · 422 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| September 15, 2023 Filed Sep 18, 2023 16:23 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | Not disclosed | $47.04 | $6.00 |
DisclosureSEC source: 0001437749-23-026191 · rdgdoc.xml · derivative · entry 7 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · 6 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| September 15, 2023 Filed Sep 18, 2023 16:23 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | OtherCommon Stock | 17 | $45.00 | $765.00 |
DisclosureSEC source: 0001437749-23-026191 · rdgdoc.xml · nonDerivative · entry 6 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 3,212 Read SEC document |
| September 15, 2023 Filed Sep 18, 2023 16:23 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | OtherCommon Stock | 58 | $45.10 | $2,615.80 |
DisclosureSEC source: 0001437749-23-026191 · rdgdoc.xml · nonDerivative · entry 3 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,340 F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F3 · balance_after: Restricted stock units which vest 100% on August 8, 2024 and are settle in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| August 08, 2023 Filed Aug 10, 2023 16:24 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-023087 · rdgdoc.xml · nonDerivative · entry 1 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,163 F3 · shares: Restricted stock units which vest 100% on August 8, 2024 and are settle in shares of Issuer common stock upon separation from service of the reporting person. F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 16:05 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 498 | $36.14 | $17,997.72 |
DisclosureSEC source: 0001437749-23-019363 · rdgdoc.xml · derivative · entry 3 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,298 Underlying: Common Stock · 498 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 16:07 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 6 | $32.87 | $197.22 |
DisclosureSEC source: 0001437749-23-017690 · rdgdoc.xml · derivative · entry 3 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 6 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| June 15, 2023 Filed Sep 18, 2023 16:23 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | OtherCommon Stock | 25 | $33.00 | $825.00 |
DisclosureSEC source: 0001437749-23-026191 · rdgdoc.xml · nonDerivative · entry 5 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 3,195 Read SEC document |
| June 15, 2023 Filed Sep 18, 2023 16:23 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | OtherCommon Stock | 74 | $33.00 | $2,442.00 |
DisclosureSEC source: 0001437749-23-026191 · rdgdoc.xml · nonDerivative · entry 2 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,282 F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F3 · balance_after: Restricted stock units which vest 100% on August 8, 2024 and are settle in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| May 25, 2023 Filed May 26, 2023 17:27 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 1,051 | $31.85 | $33,474.35 |
DisclosureSEC source: 0001437749-23-016010 · rdgdoc.xml · nonDerivative · entry 1 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,713 F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 13:37 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 409 | $43.99 | $17,991.91 |
DisclosureSEC source: 0001437749-23-009492 · rdgdoc.xml · derivative · entry 3 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 795 Underlying: Common Stock · 409 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 16:16 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 2 | $49.63 | $99.26 |
DisclosureSEC source: 0001567619-23-005171 · doc1.xml · derivative · entry 3 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386 Underlying: Common Stock · 2 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| March 15, 2023 Filed Sep 18, 2023 16:23 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | OtherCommon Stock | 22 | $50.00 | $1,100.00 |
DisclosureSEC source: 0001437749-23-026191 · rdgdoc.xml · nonDerivative · entry 4 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 3,170 Read SEC document |
| March 15, 2023 Filed Sep 18, 2023 16:23 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | OtherCommon Stock | 45 | $49.98 | $2,249.10 |
DisclosureSEC source: 0001437749-23-026191 · rdgdoc.xml · nonDerivative · entry 1 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,208 F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F3 · balance_after: Restricted stock units which vest 100% on August 8, 2024 and are settle in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| January 03, 2023 Filed Jan 4, 2023 14:43 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantPhantom Stock · Derivative | 384 | $46.85 | $17,990.40 |
DisclosureSEC source: 0001567619-23-000139 · doc1.xml · derivative · entry 3 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384 Underlying: Common Stock · 384 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| December 15, 2022 Filed Feb 13, 2023 13:02 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 47 | $47.00 | $2,209.00 |
DisclosureSEC source: 0001567619-23-002468 · doc1.xml · nonDerivative · entry 4 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,662 F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 11:03 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-020488 · doc1.xml · nonDerivative · entry 1 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,462 F1 · shares: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| October 20, 2022 Filed Oct 25, 2022 10:21 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-018740 · doc1.xml · nonDerivative · entry 1 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,162 F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| September 15, 2022 Filed Feb 13, 2023 13:02 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 33 | $38.75 | $1,278.75 |
DisclosureSEC source: 0001567619-23-002468 · doc1.xml · nonDerivative · entry 6 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 3,148 Read SEC document |
| September 15, 2022 Filed Feb 13, 2023 13:02 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 53 | $38.75 | $2,053.75 |
DisclosureSEC source: 0001567619-23-002468 · doc1.xml · nonDerivative · entry 3 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,662 F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| June 15, 2022 Filed Feb 13, 2023 13:02 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 54 | $37.83 | $2,042.82 |
DisclosureSEC source: 0001567619-23-002468 · doc1.xml · nonDerivative · entry 2 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,662 F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| March 15, 2022 Filed Feb 13, 2023 13:02 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 28 | $41.00 | $1,148.00 |
DisclosureSEC source: 0001567619-23-002468 · doc1.xml · nonDerivative · entry 5 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 3,148 Read SEC document |
| March 15, 2022 Filed Feb 13, 2023 13:02 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 46 | $40.99 | $1,885.54 |
DisclosureSEC source: 0001567619-23-002468 · doc1.xml · nonDerivative · entry 1 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,662 F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| December 14, 2021 Filed Feb 10, 2022 12:40 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | OtherCommon Stock | 47 | $38.70 | $1,818.90 |
DisclosureSEC source: 0001567619-22-003187 · doc1.xml · nonDerivative · entry 2 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,062 F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| September 21, 2021 Filed Sep 23, 2021 15:05 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | GrantCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-017532 · doc1.xml · nonDerivative · entry 1 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,015 F1 · shares: Restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| September 13, 2021 Filed Feb 10, 2022 12:40 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | OtherCommon Stock | 15 | $35.39 | $530.78 |
DisclosureSEC source: 0001567619-22-003187 · doc1.xml · nonDerivative · entry 3 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 3,087 F2 · balance_after: Transaction amounts previously included in aggregate holdings on prior reports. Read SEC document |
| September 13, 2021 Filed Feb 10, 2022 12:40 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | OtherCommon Stock | 54 | $35.41 | $1,911.97 |
DisclosureSEC source: 0001567619-22-003187 · doc1.xml · nonDerivative · entry 1 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,062 F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F2 · balance_after: Transaction amounts previously included in aggregate holdings on prior reports. Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 13:28 UTC | Orange County Bancorp, Inc. /DE/ OBT · Entity 5467 | PurchaseCommon Stock | 2,000 | $33.50 | $67,000.00 |
DisclosureSEC source: 0001567619-21-014706 · doc1.xml · nonDerivative · entry 1 Heimbach Louis · CIK 0001875293 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,461 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.