Company Analysis

Orange County Bancorp, Inc. (OBT)

Nasdaq: OBT · State Commercial Banks · Middletown, NY · filing with the SEC since 2018
Grade5.7
◀ Past 5.9● Present 4.6▶ Future 6.8

Who owns Orange County Bancorp, Inc.

As filed with the SEC
Holders of 5% or more
2
BlackRock Portfolio Management LLC holds 8.1% of Common Stock, as its SCHEDULE 13G/A filed Oct 27, 2026 says.
Directors and officers
18
report now, of 25 people on the record since 2021. 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 2 named at left.
Holders of 5% or moreshare of the class, as filed
BlackRock Portfolio Management LLC
SCHEDULE 13G/A · filed Oct 27, 2026 · Common Stock · 9.2% in Oct 17, 2025
8.1%
Blackrock, Inc.
SCHEDULE 13G · filed Oct 17, 2025 · Common Stock · 4.7% in Jul 17, 2025
5.5%
Wellington Management Group LLP
SCHEDULE 13G/A · filed Nov 12, 2025 · Common Stock · reported falling below 5%, from 7.2% in Aug 12, 2025
under 5%
Bay Pond Partners, L.P.
SCHEDULE 13G/A · filed Aug 12, 2025 · Common Stock · reported falling below 5%, from 5.6% in Jun 5, 2025
under 5%
What OBT reports owning in othersstakes of 5% or more, and other ties

1 subsidiary in 1 country, from the list filed with the 10-K filed Mar 16, 2026.

Insider tradesForm 4
6sales
1purchases
0sales on a scheduled plan
4people selling
$300,000sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 5, 2025 to Nov 5, 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
212223242526
2026 runs to Nov 5, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window5 of 25 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Rooney StephenSVP, Chief Credit Officer1$100,00000$0
Ruhl Joseph AReg Pres, Westchester County1$100,00000$0
Sousa GregoryEVP and Deputy CLO2$100,00000$0
Gilfeather Michael JPresident and CEO0$001$0
Dineen David PSVP, Dir. Wealth Services2$000$0
SI Assistanton OBT · research, not advice