Comparable stake leader
BlackRock Portfolio Management LLC
SEC ownership of Orange County Bancorp, Inc. /DE/
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001754226.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
04 Aug 2026
- Public ticker
- OBT on Nasdaq
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
BlackRock Portfolio Management LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
BlackRock Portfolio Management LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
04 Aug 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001754226
- Issuer location
- Middletown, NY
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Orange County Bancorp, Inc. /DE/ (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock Portfolio Manag...
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
04 Aug 2026
13D/G
13F
3/4/5
Lead comparable stake: 9.2%
13D/G row: BlackRock Portfolio Management LLC
Showing 1-8 of 50 holder rows.
Quick read
BlackRock Portfolio Management LLC leads the comparable SEC ownership view at 9.2%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock Portfolio Management LLC's linked filing trail.
Comparable ownership
Top 5
BlackRock Portfolio Management LLC
9.2%
BlackRock, Inc.
5.5%
WELLINGTON MANAGEMENT GROUP LLP
4.4%
Bay Pond Partners, L.P.
4.1%
Joseph A. Ruhl
0.26%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC |
13D/G
|
9.2%
|
$31,054,535
1,231,834 shares
|
$0 | 30 Sep 2025 |
| BlackRock, Inc. |
13F
13D/G
Company
|
5.5%
from 13D/G
|
$60,516,393
1,892,320 shares
|
— | 31 Mar 2026 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
13D/G
Company
|
4.4%
from 13D/G
|
$15,907,556
497,422 shares
|
— | 31 Mar 2026 |
| Bay Pond Partners, L.P. |
13D/G
|
4.1%
|
$14,817,978
543,779 shares
|
-$5,335,468 | 30 Jun 2025 |
| Joseph A. Ruhl |
3/4/5
Reg Pres, Westchester County
|
0.26%
|
$1,013,547
34,782 shares
|
— | 19 Mar 2026 |
| David P. Dineen |
3/4/5
SVP, Dir. Wealth Services
|
0.11%
|
$415,536
14,260 shares
|
-$28,806 | 19 Mar 2026 |
| Elizabeth A. Jones |
3/4/5
SVP, Chief Operating Officer
|
0.08%
|
$328,291
11,266 shares
|
— | 19 Mar 2026 |
| Michael Listner |
3/4/5
SVP and Chief Risk Officer
|
0.07%
|
$290,496
9,969 shares
|
— | 19 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$159,059.
Buys
$45,883
Insiders: 1
Sells
$204,942
Insiders: 3
Net
-$159,059
Shares: -3,697
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 1,850
Shares: 5,547
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 4,547 | $0 | $176,136 | -$176,136 |
| 3-6 | 200 | 0 | $6,250 | $0 | +$6,250 |
| 6-9 | 0 | 1,000 | $0 | $28,806 | -$28,806 |
| 9-12 | 1,650 | 0 | $39,633 | $0 | +$39,633 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 25 reporting-owner rows connected to Orange County Bancorp, Inc. /DE/. Open a relationship link for the CIK-to-CIK filing trail.
Rows
25
Largest Forms 3/4/5 holder
Richard B. Rowley
Net 12M change
-$159,059
Latest report
04 Aug 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Richard B. Rowley | Director | $20,425,216 | Mixed | 22 Jul 2026 | ||
| Gregory F. Holcombe | Director | $6,729,466 | Mixed | 01 Jul 2026 | ||
| Michael J. Gilfeather | President and CEO, Director | $5,435,295 | +$45,883 | +0.85% | Mixed | 15 Jun 2026 |
| William D. Morrison | Director | $3,671,324 | Mixed | 15 Jun 2026 | ||
| Louis Heimbach | Director | $2,916,369 | Mixed | 01 Apr 2024 | ||
| Kevin J. Keane | Director | $1,475,445 | Mixed | 01 Jul 2026 | ||
| Terry R. Saturno | Director | $1,374,108 | Mixed | 08 Aug 2023 | ||
| Robert L. Peacock | SEVP and CFO | $1,133,682 | Mixed | 15 Feb 2023 | ||
| Joseph A. Ruhl | Reg Pres, Westchester County | $1,013,547 | Mixed | 19 Mar 2026 | ||
| Gregory Sousa | EVP and Deputy CLO | $852,274 | -$118,071 | -12% | Mixed | 30 Jul 2026 |
| Michael Lesler | EVP, Chief Financial Officer | $707,853 | Mixed | 15 Jun 2026 | ||
| Jonathan F. Rouis | Director | $649,191 | Mixed | 01 Jul 2026 | ||
| Susan G. Metzger | Director | $607,745 | Mixed | 15 Nov 2022 | ||
| Jon Schiller | Director | $565,696 | Mixed | 01 Jul 2026 | ||
| Virginia K. Rizzo | Director | $506,560 | Mixed | 21 Sep 2021 | ||
| Frank Skuthan | SVP, Dir Trust Services | $441,087 | Mixed | 15 Feb 2023 | ||
| David P. Dineen | SVP, Dir. Wealth Services | $415,536 | -$28,806 | -6.5% | Mixed | 19 Mar 2026 |
| Stephen Rooney | SVP, Chief Credit Officer | $333,138 | -$58,065 | -15% | Filing P/S | 04 Aug 2026 |
| Elizabeth A. Jones | SVP, Chief Operating Officer | $328,291 | Mixed | 19 Mar 2026 | ||
| Marianna R. Kennedy | Director | $304,703 | Mixed | 01 Jul 2026 |
Recent insider transactions for Orange County Bancorp, Inc. /DE/
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Stephen Rooney | OBT | Common Stock | Sale | -14.8% | $58,065 | $38.71 | -1,500 | 8,606 | 04 Aug 2026 | Direct |
| Gregory Sousa | OBT | Common Stock | Sale | -15.1% | $72,928 | $38.75 | -1,882 | 10,572 | 03 Aug 2026 | Direct |
| Gregory Sousa | OBT | Common Stock | Sale | -8.55% | $45,144 | $38.75 | -1,165 | 12,454 | 30 Jul 2026 | Direct |
| Richard B. Rowley | OBT | Phantom Stock | Award | 0 | 26,691 | 22 Jul 2026 | Direct | |||
| Jonathan F. Rouis | OBT | Phantom Stock | Award | 0 | 7,380 | 01 Jul 2026 | Direct | |||
| Olga Luz Tirado | OBT | Phantom Stock | Award | 0 | 317 | 01 Jul 2026 | Direct | |||
| Gregory F. Holcombe | OBT | Phantom Stock | Award | 0 | 25,579 | 01 Jul 2026 | Direct | |||
| Kevin J. Keane | OBT | Phantom Stock | Award | 0 | 18,730 | 01 Jul 2026 | Direct | |||
| Marianna R. Kennedy | OBT | Phantom Stock | Award | 0 | 10,292 | 01 Jul 2026 | Direct | |||
| Richard B. Rowley | OBT | Phantom Stock | Award | 0 | 26,637 | 01 Jul 2026 | Direct | |||
| Jon Schiller | OBT | Phantom Stock | Award | 0 | 5,996 | 01 Jul 2026 | Direct | |||
| Olga Luz Tirado | OBT | Phantom Stock | Award | 0 | 284 | 15 Jun 2026 | Direct | |||
| Michael J. Gilfeather | OBT | Phantom Stock | Award | 0 | 26,596 | 15 Jun 2026 | Direct | |||
| Gregory F. Holcombe | OBT | Phantom Stock | Award | 0 | 24,974 | 15 Jun 2026 | Direct | |||
| Kevin J. Keane | OBT | Phantom Stock | Award | 0 | 18,194 | 15 Jun 2026 | Direct | |||
| Marianna R. Kennedy | OBT | Phantom Stock | Award | 0 | 10,141 | 15 Jun 2026 | Direct | |||
| Michael Lesler | OBT | Phantom Stock | Award | 0 | 2,532 | 15 Jun 2026 | Direct | |||
| William D. Morrison | OBT | Phantom Stock | Award | 0 | 2,178 | 15 Jun 2026 | Direct | |||
| Jonathan F. Rouis | OBT | Phantom Stock | Award | 0 | 7,260 | 15 Jun 2026 | Direct | |||
| Richard B. Rowley | OBT | Phantom Stock | Award | 0 | 25,979 | 15 Jun 2026 | Direct | |||
| Jon Schiller | OBT | Phantom Stock | Award | 0 | 5,460 | 15 Jun 2026 | Direct | |||
| Gregory Sousa | OBT | Phantom Stock | Award | 0 | 4,969 | 15 Jun 2026 | Direct | |||
| Richard B. Rowley | OBT | Phantom Stock | Award | 0 | 25,849 | 01 May 2026 | Direct | |||
| Olga Luz Tirado | OBT | Phantom Stock | Award | 0 | 282 | 01 Apr 2026 | Direct | |||
| Gregory F. Holcombe | OBT | Phantom Stock | Award | 0 | 24,847 | 01 Apr 2026 | Direct | |||
| Kevin J. Keane | OBT | Phantom Stock | Award | 0 | 18,102 | 01 Apr 2026 | Direct | |||
| Marianna R. Kennedy | OBT | Phantom Stock | Award | 0 | 10,089 | 01 Apr 2026 | Direct | |||
| Jonathan F. Rouis | OBT | Phantom Stock | Award | 0 | 7,222 | 01 Apr 2026 | Direct | |||
| Richard B. Rowley | OBT | Phantom Stock | Award | 0 | 25,570 | 01 Apr 2026 | Direct | |||
| Jon Schiller | OBT | Phantom Stock | Award | 0 | 5,433 | 01 Apr 2026 | Direct | |||
| Elizabeth A. Jones | OBT | Common Stock | Tax liability | -5.5% | -656 | 11,266 | 19 Mar 2026 | Direct | ||
| Elizabeth A. Jones | OBT | Common Stock | Award | 46.6% | 3,792 | 11,922 | 19 Mar 2026 | Direct | ||
| Michael Lesler | OBT | Common Stock | Tax liability | -6.77% | -1,177 | 16,216 | 19 Mar 2026 | Direct | ||
| Michael Lesler | OBT | Common Stock | Award | 41% | 5,059 | 17,393 | 19 Mar 2026 | Direct | ||
| Michael Listner | OBT | Common Stock | Tax liability | -7.7% | -832 | 9,969 | 19 Mar 2026 | Direct | ||
| Michael Listner | OBT | Common Stock | Award | 35.4% | 2,827 | 10,801 | 19 Mar 2026 | Direct | ||
| Stephen Rooney | OBT | Common Stock | Tax liability | -7.68% | -841 | 10,106 | 19 Mar 2026 | Direct | ||
| Stephen Rooney | OBT | Common Stock | Award | 34.6% | 2,812 | 10,947 | 19 Mar 2026 | Direct | ||
| Joseph A. Ruhl | OBT | Common Stock | Tax liability | -3.81% | -1,377 | 34,782 | 19 Mar 2026 | Direct | ||
| Joseph A. Ruhl | OBT | Common Stock | Award | 16.5% | 5,133 | 36,159 | 19 Mar 2026 | Direct | ||
| Gregory Sousa | OBT | Common Stock | Tax liability | -8.76% | -1,307 | 13,619 | 19 Mar 2026 | Direct | ||
| Gregory Sousa | OBT | Common Stock | Award | 51.2% | 5,056 | 14,926 | 19 Mar 2026 | Direct | ||
| David P. Dineen | OBT | Common Stock | Tax liability | -6.44% | -790 | 11,480 | 19 Mar 2026 | Direct | ||
| David P. Dineen | OBT | Common Stock | Award | 54.6% | 4,333 | 12,270 | 19 Mar 2026 | Direct | ||
| Michael J. Gilfeather | OBT | Common Stock | Purchase | 1.23% | $6,250 | $31.25 | 200 | 16,400 | 19 Mar 2026 | By IRA |
| Michael J. Gilfeather | OBT | Common Stock | Tax liability | -4.56% | -6,189 | 129,449 | 19 Mar 2026 | Direct | ||
| Michael J. Gilfeather | OBT | Common Stock | Award | 24% | 26,291 | 135,638 | 19 Mar 2026 | Direct | ||
| Olga Luz Tirado | OBT | Phantom Stock | Award | 0 | 243 | 16 Mar 2026 | Direct | |||
| Michael J. Gilfeather | OBT | Phantom Stock | Award | 0 | 26,460 | 16 Mar 2026 | Direct | |||
| Gregory F. Holcombe | OBT | Phantom Stock | Award | 0 | 24,146 | 16 Mar 2026 | Direct |
* marks a reported price that did not pass the local price check.