Wellington Reports 7.23% Stake (966,410) in Orange County Bancorp

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.

Rhea-AI Filing Summary

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.

Positive

• Beneficial ownership of 966,410 shares reported, representing a material 7.23% stake in the common stock
• Holdings reported as owned of record by clients and held in the ordinary course of business, with a certification stating no intent to change control

Negative

• No sole voting or dispositive power (0) reported for the filers, indicating no unilateral control over the shares
• Voting and dispositive power reported as shared only, which may complicate clarity on how voting discretion will be exercised

Insights

Financial Analyst

TL;DR Wellington reports a material passive stake of 966,410 shares (7.23%) in Orange County Bancorp, held for clients with shared voting power.

The Schedule 13G discloses a meaningful, non-control position: 966,410 shares representing 7.23% of the common stock, with no sole voting or dispositive power and shared voting/dispositive power of 966,410. The filing characterizes the holdings as owned of record by clients of Wellington advisers and held in the ordinary course of business, with an explicit certification that the position is not intended to influence control. For investors, this signals a sizable institutional stake without an announced activist intent.

Corporate Governance Expert

TL;DR Wellington's disclosure indicates coordinated client holdings with shared control but no sole authority, and an explicit non-control intent.

The reporting entities are listed largely as holding companies (HC) with one entity classified as an investment adviser (IA). The entry reports 0 sole voting power and shared voting/dispositive power equal to the full 966,410-share position, which implies voting will be exercised collectively by Wellington-affiliated advisers or clients. The signed certification affirms ordinary-course ownership and no intent to change issuer control, making this a governance disclosure rather than an activist move.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

Who filed the Schedule 13G for Orange County Bancorp (OBT)?

Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP filed the Schedule 13G.

How many Orange County Bancorp shares does Wellington report owning?

966,410 shares, representing 7.23% of the common stock class.

What voting and dispositive power does Wellington report for OBT shares?

Sole voting power: 0. Shared voting power: 966,410. Sole dispositive power: 0. Shared dispositive power: 966,410.

Does the filing state Wellington intends to influence control of Orange County Bancorp?

The certification in the filing states the securities are held in the ordinary course of business and were not acquired to change or influence control of the issuer.

How are the reporting persons classified in the filing?

The filing classifies several reporting persons as HC (holding companies) and Wellington Management Company LLP as an IA (investment adviser).

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 08/12/2025 - 10:34 AM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Orange County Bancorp, Inc

(Name of Issuer)

Common Stock

(Title of Class of Securities)

68417L107

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 68417L107

1

Names of Reporting Persons

Wellington Management Group LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

MASSACHUSETTS

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 966,410.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 966,410.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

966,410.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.2 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP No. 68417L107

1

Names of Reporting Persons

Wellington Group Holdings LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 966,410.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 966,410.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

966,410.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.2 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP No. 68417L107

1

Names of Reporting Persons

Wellington Investment Advisors Holdings LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 966,410.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 966,410.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

966,410.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.2 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP No. 68417L107

1

Names of Reporting Persons

Wellington Management Company LLP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 966,410.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 966,410.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

966,410.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.2 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Orange County Bancorp, Inc
(b)	Address of issuer's principal executive offices: 212 Dolson Avenue, Middletown NY 10940
Item 2.
(a)	Name of person filing: Wellington Management Group LLP Wellington Group Holdings LLP Wellington Investment Advisors Holdings LLP Wellington Management Company LLP
(b)	Address or principal business office or, if none, residence: c/o Wellington Management Company LLP, 280 Congress Street, Boston MA 02210
(c)	Citizenship: Wellington Management Group LLP - Massachusetts Wellington Group Holdings LLP - Delaware Wellington Investment Advisors Holdings LLP - Delaware Wellington Management Company LLP - Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 68417L107
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: See the responses to Item 9 on the attached cover pages.
(b)	Percent of class: 7.23 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: See the responses to Item 6 on the attached cover pages.
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: See the responses to Item 8 on the attached cover pages.
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. The securities as to which this Schedule is filed are owned of record by clients of one or more investment advisers identified in Item 7 directly or indirectly owned by Wellington Management Group LLP. Those clients have the right to receive, or the power to direct the receipt of, dividends from, or the proceeds from the sale of, such securities. No such client is known to have such right or power with respect to more than five percent of this class of securities, except as follows: Not Applicable.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. Pursuant to the instructions in Item 7 of Schedule 13G, the following lists the identity and Item 3 classification of each relevant entity that beneficially owns shares of the security class being reported on this Schedule 13G. Wellington Group Holdings LLP - HC Wellington Investment Advisors LLP - HC Wellington Management Global Holdings, Ltd. - HC One or more of the following investment advisers (the "Wellington Investment Advisers"): Wellington Management Company LLP - IA Wellington Management Canada LLC - IA Wellington Management Singapore Pte Ltd - IA Wellington Management Hong Kong Ltd - IA Wellington Management International Ltd - IA Wellington Management Japan Pte Ltd - IA Wellington Management Australia Pty Ltd - IA The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company of certain holding companies and the Wellington Investment Advisers, are owned of record by clients of the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP controls directly, or indirectly through Wellington Management Global Holdings, Ltd., the Wellington Investment Advisers. Wellington Investment Advisors Holdings LLP is owned by Wellington Group Holdings LLP. Wellington Group Holdings LLP is owned by Wellington Management Group LLP.
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Wellington Management Group LLP

Signature:	Taisia Lowe
Name/Title:	Regulatory Analyst
Date:	08/12/2025

Wellington Group Holdings LLP

Signature:	Taisia Lowe
Name/Title:	Regulatory Analyst
Date:	08/12/2025

Wellington Investment Advisors Holdings LLP

Signature:	Taisia Lowe
Name/Title:	Regulatory Analyst
Date:	08/12/2025

Wellington Management Company LLP

Signature:	Taisia Lowe
Name/Title:	Regulatory Analyst
Date:	08/12/2025