Welcome to our dedicated page for Orange County Bancorp /DE/ 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Orange County Bancorp /DE/'s stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Orange County Bancorp /DE/'s regulatory disclosures and financial reporting.
Orange County Bancorp, Inc. reports that Director Gustave “Gus” J. Scacco resigned from its Board of Directors effective September 2, 2025. On the same date, Mr. Scacco also resigned as Chief Executive Officer and Chief Investment Officer of Hudson Valley Investment Advisors, Inc., a subsidiary of the company. The filing does not describe any changes to his duties beyond these resignations or name successors, but it confirms that board and leadership responsibilities at the investment advisory subsidiary will transition to other individuals.
Richard B. Rowley, a director of Orange County Bancorp, Inc. (OBT), reported changes in his beneficial ownership. The filing shows a disposition of 537,263 common shares. The report also records an acquisition of 56 phantom stock units that are economically equivalent to one share each and become payable upon the reporting person’s separation from service. After the reported transactions, the filing shows 21,582 shares of common stock beneficially owned directly by the reporting person. The filing discloses restricted stock units that vest either immediately upon grant or on February 20, 2026, and that those RSUs are settled in shares of the issuer’s common stock upon separation from service.
Orange County Bancorp, Inc., the parent of Orange Bank & Trust Company and Hudson Valley Investment Advisors, Inc., declared a $0.13 cash dividend per share on its common stock. The dividend is payable on September 16, 2025 to shareholders of record as of September 8, 2025, meaning investors holding the shares on that date will receive the payment. The company also noted that a press release describing the dividend declaration is included as an exhibit to this report.
Bay Pond Partners, L.P. reports a passive ownership stake in Orange County Bancorp, Inc., holding 543,779 shares representing 4.07% of the outstanding common stock. The filing shows Bay Pond has shared voting and shared dispositive power over those shares and no sole voting or dispositive power, indicating decision authority is shared rather than exercised alone.
The filer certifies the securities were not acquired to change or influence control of the issuer and are not held in connection with any transaction having that purpose. The filing classifies the reporting person as a PN (partnership) organized in Delaware.
Orange County Bancorp, Inc.'s common stock is reported as beneficially owned in aggregate by multiple Wellington entities totaling 966,410 shares, representing 7.23% of the class. The filing shows 0 sole voting power and 966,410 shared voting and dispositive power, indicating these shares are managed jointly by the Wellington group on behalf of clients. The Schedule states the securities are owned of record by clients of Wellington investment advisers and are held in the ordinary course of business, not for the purpose of changing or influencing control. Reporting persons are classified as holding companies and an investment adviser.
Orange County Bancorp reported a quarter with asset growth, higher earnings and a material capital raise. Total assets were $2,606,263, supported by $1,917,802 of loans (net $1,889,394 after an allowance of $28,408) and total deposits of $2,276,723. Cash and cash equivalents ended at $175,606. Stockholders' equity rose to $252,589 from $185,531, reflecting issuance of 1,978,494 shares and net capital proceeds of $43,685.
On the income statement, quarterly net income was $10,461 versus $8,213 a year earlier, and six‑month net income was $19,165 versus $17,503. Basic and diluted earnings per share were $0.87 for the quarter and $1.64 for six months. Net interest income increased to $25,140 for the quarter and noninterest income rose to $7,316. Credit metrics show a $2,113 provision for loan losses this quarter, an allowance for credit losses of $28,408, $11.7 million in nonaccrual loans (with a related ACL of ~$1.3 million), and unrealized losses on available‑for‑sale securities of $68,099 recorded in accumulated other comprehensive loss of ($61,436).
Orange County Bancorp, Inc. (OBT) – Form 4 filing dated 07/02/2025
Director Gregory F. Holcombe reported a routine compensation-related equity transaction. On 07/01/2025 he received 826 phantom stock units at a reference price of $26.49 per unit. Phantom stock is economically equivalent to common shares and will be settled in stock when the director separates from service.
Updated ownership after the transaction
- Direct common shares: 68,953
- Indirect common shares: 96,414 (held via foundation, LLC and trust)
- Derivative (phantom) units: 21,083
No common shares were bought or sold on the open market; the filing simply reflects an incremental increase in deferred compensation. The director continues to be classified as an inside director rather than a 10 % owner.
Because the award size (< $25 k) is immaterial relative to Mr. Holcombe’s existing 165 k+ share position and OBT’s public float, the filing is considered routine and carries limited market impact.