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 director Gregory F. Holcombe reported a mix of stock awards and a share disposition. On February 19, 2026, he acquired 866 shares of common stock as a grant that vests 100% on February 19, 2027 and will be settled in common shares upon his separation from service. On February 20, 2026, he received a grant of phantom stock, bringing his phantom stock balance to 22,997 units, each economically equivalent to one common share and payable after he leaves the board. That same day, he disposed of 995 common shares back to the issuer, leaving 68,824 directly held common shares. Separate indirect holdings in a foundation and three trusts, including 14,920 and 12,054 shares and two positions of 34,720 shares, were reported as continuing under indirect ownership.
Orange County Bancorp director Kevin J. Keane reported equity compensation and related adjustments. On February 19, 2026, he received a grant of 866 shares of common stock, bringing his direct common stock holdings to 20,261 shares, and indirect holdings included 7,400 shares by partnership and 832 shares by 401(k). On February 20, 2026, he disposed of 995 common shares to the issuer, leaving 19,266 directly held common shares, and reported 17,380 phantom stock units, each economically equivalent to one common share and payable upon separation from service.
Orange County Bancorp director Marianna R. Kennedy reported equity awards and a share disposition. On February 19, 2026, she was granted 866 shares of common stock as a stock award. On February 20, 2026, she disposed of 995 common shares back to the issuer, leaving 1,466 common shares held directly.
She also reported phantom stock and restricted stock units that are economically equivalent to common shares and generally settle in common stock upon her separation from service as a director, with certain units vesting 100% on specified future dates.
Orange County Bancorp director William D. Morrison reported a mix of equity awards and a share disposition in recent Form 4 activity. On February 19, 2026, he received a grant of 866 shares of common stock as a stock award, increasing his directly held common shares to 103,505. On February 20, 2026, he disposed of 995 common shares in a disposition to the issuer, leaving 102,510 directly owned shares.
He also reported a grant of phantom stock, which the footnotes state is economically equivalent to common stock and becomes payable in shares upon his separation from service as a director. Additional restricted stock units vest 100% on February 20, 2026 and February 19, 2027 and will be settled in common shares upon his separation from service. Indirect holdings include 10,932 common shares by IRA and 324 common shares by Roth IRA as of February 19, 2026.
Orange County Bancorp, Inc. director Jonathan F. Rouis reported several equity-related transactions. He received a grant of common stock awards, acquiring 866 shares on February 19, 2026, lifting his direct common stock holdings to 10,161 shares. On February 20, 2026, he disposed of 995 common shares back to the issuer, leaving 9,166 shares held directly. He also holds 400 common shares indirectly through his spouse. In addition, his phantom stock balance increased to 7,043 units, which are economically equivalent to common shares and become payable upon his separation from service as a director.
Orange County Bancorp, Inc. director Richard B. Rowley reported equity compensation and a related share surrender. On February 19, 2026, he received an award of 866 shares of common stock, bringing his direct common stock holdings to 538,129 shares. On February 20, 2026, he disposed of 995 common shares to the issuer, leaving 537,134 shares held directly.
On the same date, he also acquired phantom stock, which brought his phantom stock balance to 24,727 units. Each phantom stock unit is economically equivalent to one share of common stock and becomes payable, along with certain restricted stock units that vest 100% on February 20, 2026 and February 19, 2027, in issuer common stock upon his separation from service.
Orange County Bancorp director Jon Schiller reported equity-based compensation and a related share disposition. On February 19, he received a grant of 866 shares of common stock as a stock award, bringing his direct common stock holdings to 13,468 shares. On February 20, he disposed of 995 common shares back to the issuer at no stated price, leaving 12,473 common shares directly owned.
He also reported 4,783 phantom stock units, each economically equivalent to one common share and payable after his separation from service as a director. Footnotes describe restricted stock units that vest 100% on February 20, 2026 and February 19, 2027, with settlement in common stock upon his separation from service.
Sousa Gregory reported acquisition or exercise transactions in this Form 4 filing.
Orange County Bancorp EVP and Deputy CLO Gregory Sousa received a grant of phantom stock tied to the company’s Performance-Based SERP. The phantom stock, valued at $28.38 per unit, brings his total phantom stock holdings to 4,915 units. He also holds 10,280 shares of common stock directly and 6,394 shares indirectly through a 401(k).
Gilfeather Michael J reported acquisition or exercise transactions in this Form 4 filing.
Orange County Bancorp President and CEO Michael J. Gilfeather reported equity awards and updated holdings. He received a grant of 4,241 shares of common stock at no cost, bringing his directly held common stock to 111,029 shares. His phantom stock holdings, which are economically equivalent to common shares and become payable upon his separation of service as a director, now total 26,309 units. The filing also reports 16,200 common shares held indirectly through an IRA.
Orange County Bancorp, Inc. executive vice president and chief financial officer Michael Lesler reported an additional grant of phantom stock interests on February 19, 2026, classified as a grant or award acquisition. Following this award, he holds 2,504 phantom stock units valued at $28.38 per unit for this transaction.
His reported common stock holdings total 12,605 shares directly, plus 1,401 shares through a 401(k) and 2,000 shares through an IRA. These totals include restricted stock units that vest in one-third installments beginning on December 23, 2023, March 11, 2024, March 21, 2025, and March 20, 2026.