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.
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.
Orange County Bancorp, Inc. declared a cash dividend of $0.18 per share on its common stock. The dividend will be paid on March 16, 2026 to shareholders who are on record as of March 4, 2026.
The company, parent of Orange Bank & Trust Company and Orange Investment Advisors, reports that Orange Bank & Trust has grown to approximately $2.6 billion in total assets, reflecting its long-standing presence and focus on community and business clients.
Orange County Bancorp, Inc. director Gregory F. Holcombe reported an internal reallocation of his indirect holdings. On February 6, 2026, an LLC associated with him transferred 34,720 shares of common stock to Trust 3 in a transaction coded as a gift at $0 per share, leaving the LLC with no shares and Trust 3 holding 34,720 shares indirectly.
Following the reported transactions, Holcombe’s reported positions include 68,953 shares of common stock held directly (including restricted stock units described in the notes), plus indirect holdings of 14,920 shares through a foundation and 12,054, 34,720, and 34,720 shares through three separate trusts. He also holds 22,997 shares of phantom stock, each economically equivalent to one share of common stock and payable upon his separation from service as a director.
Orange County Bancorp, Inc. reported that it has issued a press release with its financial results for the three and twelve months ended December 31, 2025. The company furnished this press release to the SEC as Exhibit 99.1 to this Form 8-K, specifying that it is being furnished rather than filed.