Welcome to our dedicated page for Orange Cnty Bancorp SEC filings (Ticker: OBT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Orange County Bancorp, Inc. (Nasdaq: OBT) SEC filings page on Stock Titan provides centralized access to the company’s public disclosures as filed with the U.S. Securities and Exchange Commission. As a Nasdaq-listed bank holding company and emerging growth company, Orange County Bancorp, Inc. submits periodic reports and current reports that describe its financial condition, operating results, capital structure, and material corporate events.
Among the most important documents for analysis are the company’s annual reports on Form 10-K and quarterly reports on Form 10-Q, which present audited or reviewed financial statements, segment information for banking and wealth management, details on loan and deposit composition, and discussions of risk factors and capital resources. Current reports on Form 8-K provide more immediate updates, including earnings releases, dividend declarations on common stock, public offerings of common stock under a shelf registration statement on Form S-3, the issuance of fixed-to-floating rate subordinated notes, changes in executive roles, and temporary trading restrictions under employee benefit plans.
For users interested in capital structure and funding, filings related to subordinated note offerings and shelf registrations outline the terms of debt and equity issuances and the company’s stated intentions for using proceeds, such as general corporate purposes, support for bank growth, and regulatory capital. Dividend-related 8-Ks document board actions on cash dividends, while earnings 8-Ks furnish press releases that summarize net income, net interest income, non-interest income, and other performance measures.
Stock Titan enhances these filings with AI-powered summaries that highlight key points from lengthy documents, helping readers quickly identify items such as changes in capital, notable credit developments, or updates affecting shareholders. Real-time integration with the SEC’s EDGAR system allows new Orange County Bancorp, Inc. filings to appear promptly, and users can review Form 4 and other ownership-related filings to track equity transactions by insiders and directors. This page is a resource for investors, analysts, and other stakeholders seeking structured access to OBT’s regulatory reporting history.
Orange County Bancorp, Inc. director Gregory F. Holcombe received a grant of phantom stock tied to the company’s common shares. On April 1, 2026, he acquired phantom stock economically equivalent to 701 shares of common stock at a reference value of $32.32 per unit, increasing his phantom stock holdings to 24,847 units.
Each phantom stock unit is the economic equivalent of one share of common stock and becomes payable after his separation from service as a director. Following this grant, he also holds 68,824 shares of common stock directly and additional common shares indirectly through a foundation and three trusts, reflecting a sizable, largely long-term equity-based position rather than an open-market trade.
Keane Kevin J reported acquisition or exercise transactions in this Form 4 filing.
Orange County Bancorp director Kevin J. Keane received a compensation-related grant of phantom stock tied to company shares. On April 1, 2026, he was awarded phantom stock economically equivalent to 622 shares of common stock at a reference value of $32.32 per share, increasing his phantom stock balance to 18,102 units.
The phantom stock and restricted stock units vest 100% either on the grant date or on February 19, 2027, and are settled in common shares when he separates from service. Following this grant, he holds 19,266 common shares directly, plus 7,400 shares through a partnership and 832 shares via a 401(k), reflecting primarily long-term incentive and retirement-related holdings rather than open-market trading.
Orange County Bancorp, Inc. director Marianna R. Kennedy received an equity-based award in the form of phantom stock on April 1, 2026. The grant is classified as a grant/award acquisition and is economically equivalent to 175 shares of common stock.
Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable when she separates from service as a director. Following the transaction, she holds 10,089 phantom stock units and 1,466 shares of common stock directly, along with restricted stock units that vest as described in the footnotes.
Rouis Jonathan F reported acquisition or exercise transactions in this Form 4 filing.
Orange County Bancorp director Jonathan F. Rouis reported a grant of phantom stock linked to 139 shares of common stock. The grant is priced at $32.32 per unit and represents a compensation award rather than an open-market trade.
After this grant, Rouis holds 7,222 phantom stock units, which are economically equivalent to common shares and become payable when he leaves board service. He also holds 9,166 common shares directly and 400 common shares indirectly through his spouse, reflecting his overall equity exposure to the company.
Rowley Richard B reported acquisition or exercise transactions in this Form 4 filing.
Orange County Bancorp director Richard B. Rowley received a new phantom stock award linked to 701 shares of common stock. The grant was made at a reference price of $32.32 per phantom share and is structured as compensation, not an open-market trade. Each share of phantom stock is economically equivalent to one share of common stock and becomes payable when he separates from service as a director. After this award, Rowley holds 25,570 phantom stock units and 537,134 shares of common stock directly, reflecting a largely unchanged overall equity position aside from this routine grant.
Schiller Jon reported acquisition or exercise transactions in this Form 4 filing.
Orange County Bancorp director Jon Schiller received a new phantom stock award tied to 622 shares of common stock. The award, dated April 1, 2026, is referenced at a price of $32.32 per share and is economically equivalent to common stock, becoming payable upon his separation from service as a director.
Following this grant, Schiller holds 5,433 phantom stock units and 12,473 shares of common stock, both reported as directly owned. Footnotes note additional restricted stock units that vest 100% on February 19, 2027 and are settled in common stock upon his separation from service.
Orange County Bancorp director Olga Luz Tirado received a grant of phantom stock on Common Stock-equivalent terms. The award is coded as a grant/acquisition and is tied to 155 shares of underlying common stock, with each phantom share economically equivalent to one common share.
Following this grant, Tirado holds 532 phantom stock units and 2,963 shares of common stock directly. The filing notes that phantom stock and related restricted stock units become payable or are settled in common shares upon her separation from service as a director, with the restricted stock units vesting 100% on February 19, 2027.
Orange County Bancorp, Inc. extended the employment agreement of President and CEO Michael J. Gilfeather through March 31, 2029, keeping him in his current roles at both the holding company and Orange Bank & Trust Company. The company also amended his supplemental executive retirement plan to add a discretionary employer contribution of $125,000 for the 2028 plan year, which will fully vest on March 30, 2029. All other terms of both the employment agreement and the SERP participation agreement remain unchanged, indicating a targeted adjustment to retain leadership rather than a broad overhaul of compensation arrangements.
Orange County Bancorp, Inc. Senior Vice President and Chief Operating Officer Elizabeth A. Jones reported equity compensation activity in company common stock. She received a grant of 3,792 shares at a price of $0.00 per share, increasing her direct holdings to 11,922 shares before related tax withholding.
To cover tax obligations, 656 shares were disposed of at $31.15 per share, leaving her with 11,266 directly held shares after the transactions. Footnotes state that her holdings include restricted stock units that vest in equal one-third installments beginning on March 21, 2025, March 20, 2026, and March 19, 2027.
Orange County Bancorp EVP and CFO Michael Lesler received a grant of 5,059 shares of Common Stock on March 19, 2026, recorded at $0.00 per share as a stock award. On the same date, 1,177 shares of Common Stock were disposed of at $31.15 per share to satisfy tax obligations, a non‑market, tax-withholding transaction.
Following these transactions, Lesler directly holds 16,216 shares of Common Stock. He also has indirect holdings of 1,623 shares through a 401(k) plan and 2,000 shares through an IRA. In addition, he holds 2,519 units of Phantom Stock tied to Common Stock under a performance-based SERP, which may be settled in company shares upon distribution based on his prior elections. Footnotes explain that his direct holdings include restricted stock units vesting in one-third increments starting on March 21, 2025, March 20, 2026, and March 19, 2027.