Key facts
- This page summarizes Gregory Sousa's Form 4 filing for Orange County Bancorp, Inc. /DE/ (OBT).
- 1 reported transaction and 1 derivative row are listed below.
- Accepted by SEC: 20 Feb 2025, 16:25.
Gregory Sousa - 18 Feb 2025 Form 4 Insider Report for Orange County Bancorp, Inc. /DE/ (OBT)
- Reporting relationship
- EVP and Deputy CLO
- Issuer ticker
- OBT
- Reported as of
- 18 Feb 2025
- Net transaction value
- -$11,318
- SEC form
- 4
- Accepted by SEC
- 20 Feb 2025, 16:25:16 UTC
- Prior SEC filing
- 18 Dec 2024
- Next SEC filing
- 21 Feb 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Jennifer Staub, pursuant to power of attorney
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Gregory Sousa filed Form 4 for Orange County Bancorp, Inc. /DE/ (OBT) on 20 Feb 2025.
Change
- Previous filing in this sequence was filed on 18 Dec 2024.
- Current net transaction value: -$11,318.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
OBT
transaction
Common Stock
Tax liability
- Transaction value
- $11,318
- Shares
- -425
- Change %
- -5%
- Price
- $26.63
- Shares after
- 8,079
- Date
- 18 Feb 2025
- Ownership
- Direct
- Footnotes
- F1, F2, F3, F6
OBT
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 4,655
- Date
- 18 Feb 2025
- Ownership
- By 401(k)
- Footnotes
- F4, F6
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
OBT
holding
Derivative
Phantom Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 2,379
- Date
- 18 Feb 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 2,379
- Exercise price
- Footnotes
- F5, F6
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 6 footnotes
Footnote F1
Includes restricted stock units which vest at a rate of 1/3 per year commencing on February 15, 2023.
Footnote F2
Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024.
Footnote F3
Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.
Footnote F4
Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
Footnote F5
Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election.
Footnote F6
Reflects two-for-one forward stock split of the Issuer's common stock which occurred on January 10, 2025.