Company Analysis

NBT Bancorp Inc. (NBTB)

Nasdaq: NBTB · National Commercial Banks · Norwich, NY · filing with the SEC since 1995
Grade5.6
◀ Past 5.6● Present 4.8▶ Future 6.9

Who owns NBT Bancorp Inc.

As filed with the SEC
Holders of 5% or more
3
Vanguard Portfolio Management holds 6.7% of Common Stock, as its SCHEDULE 13G filed Apr 29, 2026 says.
Directors and officers
23
report now, of 40 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
Vanguard Portfolio Management
6.7%
State Street Corporation
5.3%
Vanguard Capital Management
5.06%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
under 5%
What NBTB reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Evans Bancorp, Inc
A company bought · acquisition · Apr 2025 · owns, named in the 10-K filed Feb 27, 2026
Retirement Direct, LLC
A company bought · acquisition · Dec 2023 · owns, named in the 10-K filed Feb 27, 2026
Salisbury Bancorp, Inc
A company bought · acquisition · Jul 2023 · owns, named in the 10-K filed Feb 27, 2026
Karl W. Reynard, Inc.
A company bought · acquisition · owns, named in the 10-K filed Feb 27, 2026
PACO, Inc
A company bought · acquisition · owns, named in the 10-K filed Feb 27, 2026

20 subsidiaries in 1 country, from the list filed with the 10-K filed Feb 27, 2026.

Insider tradesForm 4
8sales
5purchases
0sales on a scheduled plan
6people selling
$2.4Msold, in dollars
$2.4Mbought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
17181920212223242526
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window7 of 40 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Watt John H JrPresident & CEO NBT Bancorp1$1.0M00$0
Mahoney Ruth HEVP/President of Wealth Mgmt2$500,00000$0
Halliday Sarah AEVP/Chief Comm Innovation Off1$500,00000$0
Wiles AmyEVP, Chief Risk and Credit1$200,00000$0
Sparks Martin RandolphEVP,General Counsel,Secretary2$200,00000$0
Hoeller Heidi Mdirector1$100,00000$0
Delaney Timothy Edirector0$005$2.4M
SI Assistanton NBTB · research, not advice