Orange Cnty Bancorp Inc SEC Filings

William D. Morrison, a director of Orange County Bancorp, Inc. (OBT), reported transactions dated 09/16/2025. The filing shows 102,639 shares of common stock listed as disposed (noted with footnotes regarding restricted stock units), ownership of 10,932 shares held in an IRA and 324 shares held in a Roth IRA following the reported transactions, and a grant/entry for phantom stock tied to 6 underlying common shares. Explanatory notes state some amounts represent restricted stock units that vest either immediately or on February 20, 2026 and that phantom stock is payable upon separation of service. The Form 4 is signed by a power of attorney on 09/17/2025.

Orange County Bancorp insider Olga Luz reported transactions on 09/16/2025 involving the company's common stock and derivative awards. The filing shows a disposition of 2,097 shares of common stock. The reporting person also recorded derivative activity: acquisition of phantom stock (described as economically equivalent to one share) and acquisition of 147 shares of common stock at $25.95. The form's notes state the 2,097 figure includes restricted stock units that vest 100% on February 20, 2026 and are settled in shares upon separation from service, and that phantom stock becomes payable upon separation as a director.

Michael J. Gilfeather, President and CEO and a director of Orange County Bancorp, Inc. (OBT), reported multiple changes in his beneficial ownership on a Form 4 filed for transactions dated 09/16/2025. The filing shows a disposition of 105,488 shares of common stock and direct ownership of 15,850 shares held in an IRA after the reported transactions. The report also records acquisition of 109 units of phantom stock (each economically equivalent to one common share) and 21,919 shares underlying exercised or acquired awards priced at $25.95. Restricted stock units with various vesting schedules are included in the holdings, and the phantom stock becomes payable upon separation of service.

Gregory F. Holcombe, a director of Orange County Bancorp, Inc. (OBT), reported transactions dated 09/16/2025 on Form 4. The filing shows a disposition of 68,953 shares of the issuer's common stock. After the reported transactions the filing lists 21,189 shares held directly by Mr. Holcombe. The report also discloses indirect beneficial holdings of 14,920 shares by a foundation, 69,440 shares by an LLC, and 12,054 shares by a trust. The filing records acquisition of 106 units of phantom stock on 09/16/2025, each economically equivalent to one share and payable upon the reporting person's separation from service, with a stated price of $25.95 per share. The filing includes restricted stock unit disclosures: one grant vests 100% as of grant and another vests 100% on February 20, 2026, both settled in shares upon separation from service. The form is signed by an attorney-in-fact on 09/17/2025.

Orange County Bancorp, Inc. (OBT) Form 4: Director Kevin J. Keane reported transactions on 09/16/2025 reflecting both disposals and acquisitions tied to director compensation. He disposed of 19,395 shares of common stock and holds other holdings through indirect vehicles: 7,400 shares via a partnership and 832 shares via a 401(k). The filing shows a grant of 74 units of phantom stock (economic equivalent to common shares) exercisable upon separation and 14,795 shares of common stock held directly after the transactions. Restricted stock units are noted: one tranche vested on grant and another vests 02/20/2026, each settled in shares on separation from service.

Marianna R. Kennedy, a director of Orange County Bancorp, Inc. (OBT), reported transactions on 09/16/2025. The filing shows a disposition of 1,595 shares of common stock and the grant/acquisition of 43 shares of phantom stock effective the same date with an economic value per phantom share shown as $25.95. The report also discloses restricted stock units: some that vest 100% as of the grant date and others that vest 100% on February 20, 2026, both settled in shares upon separation from service. After these transactions, the reporting person beneficially owns 8,593 shares of common stock. The form is signed under power of attorney on 09/17/2025.

Insider filing: Michael Lesler, EVP and Chief Financial Officer of Orange County Bancorp, Inc. (OBT), reported changes in his beneficial ownership on Form 4. The filing shows a disposition of 12,845 shares of common stock and continued indirect holdings of 1,062 shares in a 401(k) and 2,000 shares in an IRA. The report also records the acquisition of phantom stock interests tied to the company’s Performance-Based SERP representing 4 underlying shares with a stated price of $25.95; those phantom interests may be settled in company stock upon distribution based on prior election. Several disclosed restricted stock unit grants vest in thirds on various commencement dates in 2023–2026.

Jonathan F. Rouis, a director of Orange County Bancorp, Inc. (OBT), reported transactions dated 09/16/2025. The filing shows a disposition of 9,295 shares of common stock and indicates beneficial ownership of 5,658 shares400 shares held indirectly by spouse. The filing records the acquisition of 28 phantom stock units, each economically equivalent to one common share and payable upon the reporting person’s separation from service. Explanatory notes state some holdings include restricted stock units that vest either 100% at grant or on February 20, 2026, and phantom stock is settled upon separation as a director.

Richard B. Rowley, a director of Orange County Bancorp, Inc. (OBT), reported changes in his beneficial ownership on 09/16/2025. The filing shows a disposition of 537,263 shares of common stock and a reported ownership balance of 21,691 shares following the transactions. On 09/16/2025 he also acquired 108 units of phantom stock that are economically equivalent to 108 shares and become payable upon his separation as a director. The filing discloses restricted stock units: some vest 100% as of grant and others vest 100% on February 20, 2026, and are settled in common stock upon separation. The form was signed under power of attorney on 09/17/2025.