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.
Orange County Bancorp, Inc. filings document the public reporting record for a Nasdaq-listed bank holding company whose common stock is registered under Section 12(b). Current reports furnish earnings releases for the banking and wealth management businesses, cash dividend announcements, investor presentations, and other material events affecting the company and its subsidiaries.
Proxy and governance filings cover director elections, independent auditor ratification, executive compensation arrangements, and annual meeting matters. The filings also identify the company's capital structure, including common stock par value, and present formal disclosures around operating performance, growth strategy, emerging growth company status, and shareholder voting.
Tirado Olga Luz reported acquisition or exercise transactions in this Form 4 filing.
Orange County Bancorp director Olga Luz Tirado reported a compensation-related equity award. She received an additional grant of phantom stock, which is economically equal to common shares and is payable when her service as a director ends. Following this grant, she holds 2,097 common shares directly and 242 phantom stock units. The footnotes state that some of the common stock figure includes restricted stock units that vest 100% on February 20, 2026 and will be settled in shares of common stock upon her separation from service.
Tirado Olga Luz reported acquisition or exercise transactions in this Form 4 filing.
Orange County Bancorp director Olga Luz Tirado reported updated equity holdings. She now directly holds 2,963 shares of common stock, which include restricted stock units that vest 100% on February 19, 2027 and are settled in common shares upon her separation from service.
She also received a grant of phantom stock, bringing her total phantom stock balance to 534 units. Each phantom stock unit is the economic equivalent of one share of common stock and becomes payable when she separates from service as a director.
Gilfeather Michael J reported acquisition or exercise transactions in this Form 4 filing.
Orange County Bancorp, Inc. President and CEO Michael J. Gilfeather reported updated equity holdings, including a new phantom stock award. He received a grant of phantom stock economically equivalent to 134 shares of common stock at a reference price of $35.35 per share, bringing his phantom stock balance to 26,596 units that become payable upon his separation of service as a director.
Following these updates, he holds 129,449 shares of common stock directly and 16,400 shares indirectly through an IRA. The direct position includes restricted stock units scheduled to vest in installments beginning on March 21, 2025, March 20, 2026, and March 19, 2027, as well as tranches vesting on December 31, 2026 and March 19, 2029.
Orange County Bancorp, Inc. director Gregory F. Holcombe reported updated equity holdings, including a new grant of phantom stock. He received a compensation-related award coded as an acquisition, economically equivalent to 127 shares of common stock at $35.35 per share, raising his phantom stock balance to 24,974 units. The filing also shows he directly holds 68,824 shares of common stock, with additional indirect holdings through three trusts and a foundation.
Footnotes explain that certain holdings include restricted stock units that vest either immediately on the grant date or on February 19, 2027, and that both these units and the phantom stock are settled or become payable in common stock when he separates from service as a director.
Keane Kevin J reported acquisition or exercise transactions in this Form 4 filing.
Orange County Bancorp director Kevin J. Keane received a new phantom stock award tied to the company’s common stock. The award is coded as a grant and is economically equivalent to 92 shares of common stock, becoming payable when he separates from service as a director.
Following this grant, Keane holds 18,194 phantom stock units directly, as well as 19,266 shares of common stock directly and additional indirect holdings of common stock through a 401(k) plan and a partnership. The filing reflects routine equity-based compensation and updated ownership totals, not open‑market buying or selling.
Kennedy Marianna R reported acquisition or exercise transactions in this Form 4 filing.
Orange County Bancorp director Marianna R. Kennedy reported updated equity holdings. She holds 1,466 shares of common stock directly after the reported transactions. She also received a phantom stock award that is economically equivalent to 51 shares of common stock, bringing her phantom stock balance to 10,141 units.
Footnotes explain that her restricted stock units vest either immediately on the grant date or on February 19, 2027, and are settled in common shares when she separates from service. Each phantom stock unit is the economic equivalent of one common share and becomes payable upon her separation as a director.
Lesler Michael reported acquisition or exercise transactions in this Form 4 filing.
Orange County Bancorp, Inc. executive vice president and chief financial officer Michael Lesler reported updated equity holdings, including a new award of phantom stock tied to the company’s Performance-Based SERP. The phantom stock grant, recorded at $35.35 per unit with 13.0000 underlying common shares, brings his total phantom stock interests to 2,532 units.
Lesler also reported indirect holdings of 2,000 shares of common stock in an IRA and 1,623 shares in a 401(k), along with 16,216 shares held directly. Some of these positions include restricted stock units that vest in thirds beginning on March 21, 2025, March 20, 2026, and March 19, 2027. Phantom stock interests under the Performance-Based SERP may be settled in company shares upon distribution, based on his prior election.
Morrison William D reported acquisition or exercise transactions in this Form 4 filing.
Orange County Bancorp director William D. Morrison reported equity-related holdings and a new compensation award. The filing shows indirect holdings of 324 shares of common stock through a Roth IRA, 10,932 shares through an IRA, and 102,510 shares held directly. Morrison also received a grant of phantom stock economically equivalent to 11 shares of common stock at $35.35 per unit, bringing his phantom stock balance to 2,178 units. Footnotes explain that certain amounts include restricted stock units that vest either on the grant date or on February 19, 2027 and that both restricted stock units and phantom stock are settled in common shares or cash upon separation from service.
Rouis Jonathan F reported acquisition or exercise transactions in this Form 4 filing.
Orange County Bancorp, Inc. director Jonathan F. Rouis reported a compensation-related award of phantom stock tied to the company’s common stock. The award is economically equivalent to 37 shares at $35.35 per share and increases his phantom stock balance to 7,260 units.
Following this filing, Rouis also reports holdings of 9,166 common shares directly and 400 common shares held indirectly through his spouse. The phantom stock and restricted stock units settle in common shares upon his separation from service.
Rowley Richard B reported acquisition or exercise transactions in this Form 4 filing.
Orange County Bancorp director Richard B. Rowley reported updated equity holdings, reflecting compensation awards rather than market trades. He now directly holds 537,134 shares of common stock. This total includes restricted stock units that either vest immediately and settle upon his separation from service or vest fully on February 19, 2027.
He also holds 25,979 phantom stock units, each economically equivalent to one share of common stock and payable when his board service ends. The filing shows one derivative grant/award and no open‑market buying or selling, indicating routine equity-based director compensation and deferred fee arrangements.