| Due Diligence for Asset Managers |
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Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data |
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| Keyboard |
| Orange County Bancorp Inc /DE/ | |
|---|---|
| Ticker | OBT |
| CIK # | 0001754226 |
| CUSIP | 685563504 |
| Sector | Finance - State Commercial Banks |
| Address | 212 Dolson Avenue, Middletown, NY 10940 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Orange County Bancorp Inc /DE/ | 2025-09-30 | 25.0 M | Exemption: 506(b) · Minimum: $100,000 · Duration: One year or less · Commission: $375,000 · Revenue: Decline to Disclose |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001754226] | 10-K | |
| [0001754226] | 10-Q | |
| [0001754226] | 3 | |
| [0001754226] | 4 | |
| [0001754226] | 5 | |
| [0001754226] | 8-K | |
| [0001754226] | D | |
| [0001754226] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Lesler Michael
Common Stock
|
2026-03-19 | Tax withheld | 1,177 | $31.15 | 36,664 |
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Gilfeather Michael J
Common Stock
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2026-03-19 | Buy | 200 | $31.25 | 6,250 |
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Listner Michael
Common Stock
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2026-03-19 | Grant | 2,827 | $0.00 | |
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Jones Elizabeth A
Common Stock
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2026-03-19 | Grant | 3,792 | $0.00 | |
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Gilfeather Michael J
Common Stock
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2026-03-19 | Tax withheld | 6,189 | $31.15 | 192,787 |
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Rooney Stephen
Common Stock
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2026-03-19 | Grant | 2,812 | $0.00 | |
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Dineen David P
Common Stock
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2026-03-19 | Tax withheld | 790 | $31.15 | 24,608 |
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Dineen David P
Common Stock
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2026-03-19 | Grant | 4,333 | $0.00 | |
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Gilfeather Michael J
Common Stock
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2026-03-19 | Grant | 16,853 | $0.00 | |
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Jones Elizabeth A
Common Stock
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2026-03-19 | Tax withheld | 656 | $31.15 | 20,434 |
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Listner Michael
Common Stock
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2026-03-19 | Tax withheld | 832 | $31.15 | 25,917 |
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Rooney Stephen
Common Stock
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2026-03-19 | Tax withheld | 841 | $31.15 | 26,197 |
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Sousa Gregory
Common Stock
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2026-03-19 | Grant | 5,056 | $0.00 | |
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Ruhl Joseph A
Common Stock
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2026-03-19 | Tax withheld | 1,377 | $31.15 | 42,894 |
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Lesler Michael
Common Stock
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2026-03-19 | Grant | 5,059 | $0.00 | |
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Gilfeather Michael J
Common Stock
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2026-03-19 | Grant | 9,438 | $0.00 | |
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Ruhl Joseph A
Common Stock
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2026-03-19 | Grant | 5,133 | $0.00 | |
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Sousa Gregory
Common Stock
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2026-03-19 | Tax withheld | 1,307 | $31.15 | 40,713 |
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Kennedy Marianna R
Phantom Stock · derivative
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2026-03-16 | Grant | $31.29 | ||
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Sousa Gregory
Phantom Stock · derivative
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2026-03-16 | Grant | $31.29 | ||
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 104 | 7,211,593 |
| 2025-12-31 | 95 | 7,341,415 |
| 2025-09-30 | 94 | 7,327,969 |
| 2025-06-30 | 96 | 7,307,457 |
| 2025-03-31 | 73 | 5,185,495 |
| 2024-12-31 | 66 | 2,561,272 |
| 2024-09-30 | 59 | 2,532,271 |
| 2024-06-30 | 55 | 2,496,908 |
| 2024-03-31 | 52 | 2,539,979 |
| 2023-12-31 | 53 | 2,553,330 |
| 2023-09-30 | 53 | 2,526,084 |
| 2023-06-30 | 45 | 2,543,545 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Y-Intercept Hong Kong Ltd | [2026-06-30] | SOLE | 6,323 | 6,323 |
| Goalvest Advisory LLC | [2026-06-30] | SOLE | 4,100 | 4,100 |
| Versant Capital Management Inc | [2026-06-30] | SOLE | 842 | 842 |
| Alaska Retirement Management Board | [2026-06-30] | SOLE | 476 | 476 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 95 | 95 |
| Gamma Investing LLC | [2026-06-30] | DFND | 42 | 42 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 21 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 13 |
| Fortitude Family Office LLC | [2026-06-30] | SOLE | 3 | 3 | Prev | Page 1 | Next |