Orange County Bancorp, Inc.
OBTFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Orange County Bancorp, Inc. Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 6 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 17, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | 2026-03-31 | 29,194 | $934K | SEC filing |
| BARCLAYS PLC | 2026-03-31 | 33,498 | $1.07M | SEC filing |
| TWO SIGMA INVESTMENTS, LP | 2026-03-31 | 78,305 | $2.5M | SEC filing |
| MALTESE CAPITAL MANAGEMENT LLC | 2026-03-31 | 52,573 | $1.68M | SEC filing |
| WELLS FARGO & COMPANY/MN | 2026-03-31 | 4,364 | $140K | SEC filing |
| Optiver Holding B.V. | 2026-03-31 | 122 | $3.9K | SEC filing |
| U.S. Capital Wealth Advisors, LLC | 2026-03-31 | 26,998 | $863K | SEC filing |
| Nuveen, LLC | 2026-03-31 | 42,354 | $1.35M | SEC filing |
| EJF Capital LP | 2026-03-31 | 80,842 | $2.59M | SEC filing |
| IFP Advisors, Inc | 2026-03-31 | 8 | $256 | SEC filing |
| Accent Capital Management, LLC | 2026-03-31 | 363 | $11.6K | SEC filing |
| Police & Firemen's Retirement System of New Jersey | 2026-03-31 | 2,838 | $90.8K | SEC filing |
| HighTower Advisors, LLC | 2026-03-31 | 7,556 | $242K | SEC filing |
| Ameritas Investment Partners, Inc. | 2026-03-31 | 844 | $27K | SEC filing |
| Squarepoint Ops LLC | 2026-03-31 | 12,455 | $398K | SEC filing |
| Farther Finance Advisors, LLC | 2026-03-31 | 11 | $356 | SEC filing |
| Wealth Preservation Advisors, LLC | 2026-03-31 | 2 | $64 | SEC filing |
| Numerai GP LLC | 2026-03-31 | 15,341 | $491K | SEC filing |
| COMMONWEALTH EQUITY SERVICES, LLC | 2026-03-31 | 16,828 | $538K | SEC filing |
- Each value is checked against Orange County Bancorp, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- 1 row left out: the value per share it reports is far from Orange County Bancorp, Inc.'s share prices on file from around the report date, far from the value most filers reported for that date, or the value of a security already left out, so it may describe another security or share class.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security. Filers with a row left out above, or with no row above to check, are not listed.
- Farther Finance Advisors, LLC: 11 shares reported 2025-12-31; 11 shares reported 2026-03-31.
- EJF Capital LP: 91,164 shares reported 2025-12-31; 80,842 shares reported 2026-03-31.
- Optiver Holding B.V.: 170 shares reported 2025-12-31; 122 shares reported 2026-03-31.
- WELLS FARGO & COMPANY/MN: 13,001 shares reported 2025-12-31; 4,364 shares reported 2026-03-31.
- TWO SIGMA INVESTMENTS, LP: 39,768 shares reported 2025-12-31; 78,305 shares reported 2026-03-31.
82 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Orange County Bancorp, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-05-05 · Coulter Michael J: Larger than all 8 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-19 | Gilfeather Michael J · President and CEO | Common Stock | P — Open market or private purchase | +200 | 31.25 | SEC filing |
| 2025-12-11 | Dineen David P · SVP, Dir. Wealth Services | Common Stock | S — Open market or private sale | −192 | 29.00 | SEC filing |
| 2025-12-11 | Dineen David P · SVP, Dir. Wealth Services | Common Stock | S — Open market or private sale | −808 | 28.76 | SEC filing |
| 2025-10-31 | Gilfeather Michael J · President and CEO | Common Stock | P — Open market or private purchase | +1,300 | 24.02 | SEC filing |
| 2025-10-31 | Gilfeather Michael J · President and CEO | Common Stock | P — Open market or private purchase | +350 | 24.02 | SEC filing |
| 2025-06-04 | Schiller Jon · Director | Common Stock | P — Open market or private purchase | +6,451 | 23.25 | SEC filing |
| 2025-05-16 | Ruhl Joseph A · Reg Pres, Westchester County | Common Stock | S — Open market or private sale | −1,752 | 26.67 | SEC filing |
| 2025-05-05 | Coulter Michael J · EVP and CLO | Common Stock | S — Open market or private sale | −2,497 | 26.17 | SEC filing |
Showing 8 of 13 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-15 | HOLCOMBE GREGORY F · Director | Phantom Stock | A — Grant, award, or other acquisition | +unknown | SEC filing |
| 2026-06-15 | Sousa Gregory · EVP and Deputy CLO | Phantom Stock | A — Grant, award, or other acquisition | +unknown | SEC filing |
| 2026-06-15 | Rowley Richard B · Director | Phantom Stock | A — Grant, award, or other acquisition | +unknown | SEC filing |
| 2026-06-15 | Morrison William D · Director | Phantom Stock | A — Grant, award, or other acquisition | +unknown | SEC filing |
| 2026-06-15 | Kennedy Marianna R · Director | Phantom Stock | A — Grant, award, or other acquisition | +unknown | SEC filing |
| 2026-06-15 | Tirado Olga Luz · Director | Phantom Stock | A — Grant, award, or other acquisition | +unknown | SEC filing |
| 2026-06-15 | Rouis Jonathan F · Director | Phantom Stock | A — Grant, award, or other acquisition | +unknown | SEC filing |
| 2026-06-15 | Keane Kevin J · Director | Phantom Stock | A — Grant, award, or other acquisition | +unknown | SEC filing |
Showing 8 of 24 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-02-20 | Kennedy Marianna R · Director | Common Stock | D — Disposition to the issuer | −995 | SEC filing |
| 2026-02-20 | Schiller Jon · Director | Common Stock | D — Disposition to the issuer | −995 | SEC filing |
| 2026-02-20 | Keane Kevin J · Director | Common Stock | D — Disposition to the issuer | −995 | SEC filing |
| 2026-02-20 | HOLCOMBE GREGORY F · Director | Common Stock | D — Disposition to the issuer | −995 | SEC filing |
| 2026-02-20 | Rouis Jonathan F · Director | Common Stock | D — Disposition to the issuer | −995 | SEC filing |
| 2026-02-20 | Rowley Richard B · Director | Common Stock | D — Disposition to the issuer | −995 | SEC filing |
| 2026-02-20 (amended) | HOLCOMBE GREGORY F · Director | Common Stock | D — Disposition to the issuer | −995 | SEC filing |
| 2026-02-20 | Morrison William D · Director | Common Stock | D — Disposition to the issuer | −995 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.