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OBT · Orange County Bancorp, Inc. /De/
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OBT Orange County Bancorp (OBT) Insider Trading, Ownership & Congress Trades

Banks · State commercial banks · CIK 0001754226
Quote by TradingView
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
74
13F, latest reported quarter

What the filings say about OBT

Insiders, 180 days
-$176.1K net sold
2 sellers · 0% of sales under a 10b5-1 plan

Orange County Bancorp insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Orange County Bancorp, Inc. /DE/ insiders sold a net $176.1K of stock across 96 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Rooney Stephen
SVP, Chief Credit Officer
SELL
2026-08-05 SECtraded 2026-08-04
1,500
$58.1K
+0.5%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Dec 2, 2024.
  • The trade is 17.4% of the 8,606 shares held after it.
  • 1 other insider sold within 30 days.
  • 74 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP, Chief Credit Officer Rooney Stephen sold about $58.1K of OBT on Aug 4, 2026; 1 other insider sold within 30 days and 74 funds added in the latest 13F quarter.
Sousa Gregory
EVP and Deputy CLO
SELL
2026-08-03 SEC
1,882
$72.9K
-1.0%
Context
  • 19 earlier Form 4 trades (code P or S) here by this insider (1 buy, 18 sales), the last on Jul 30, 2026.
  • The trade is 17.8% of the 10,572 shares held after it.
  • 1 other insider sold within 30 days.
  • 74 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP and Deputy CLO Sousa Gregory sold about $72.9K of OBT on Aug 3, 2026, the largest insider sale at the company since 2023; 1 other insider sold within 30 days and 74 funds added in the latest 13F quarter.
Sousa Gregory
EVP and Deputy CLO
SELL
2026-08-03 SECtraded 2026-07-30
1,165
$45.1K
-1.0%
Context
  • 18 earlier Form 4 trades (code P or S) here by this insider (1 buy, 17 sales), the last on May 2, 2025.
  • The trade is 9.4% of the 12,454 shares held after it.
  • 1 other insider sold within 30 days.
  • 74 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP and Deputy CLO Sousa Gregory sold about $45.1K of OBT on Jul 30, 2026, the largest insider sale at the company since 2025; 1 other insider sold within 30 days and 74 funds added in the latest 13F quarter.
Gilfeather Michael J
President and CEO
BUY
2026-03-23 SECtraded 2026-03-19
200
$6.2K
+18.5%
Context
  • 12 earlier Form 4 trades (code P or S) here by this insider (12 buys), the last on Oct 31, 2025.
  • +12.4% median (+12.9% mean) 90-day return after 7 previous buys.
  • The trade is 1.2% of the 16,400 shares held after it.
  • No other insider bought within 30 days.
  • 74 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and CEO Gilfeather Michael J bought about $6.2K of OBT on Mar 19, 2026; 74 funds added in the latest 13F quarter.
Dineen David P
SVP, Dir. Wealth Services
SELL
2025-12-15 SECtraded 2025-12-11
808
$23.2K
+34.2%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 9.8% of the 8,214 shares held after it.
  • No other insider sold within 30 days.
  • 74 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP, Dir. Wealth Services Dineen David P sold about $23.2K of OBT on Dec 11, 2025; 74 funds added in the latest 13F quarter.
96 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 91 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$176.1K over 180 days
-$176.1K over 90 days
more than 52% of Banks
Congress
no House purchase disclosed in the last 12 months
Funds
74 funds bought in last quarter
below 63% of Banks
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
no share repurchases reported
Short interest
1.2% of the float short (float per yahoo 2026-10-26) · 2.0 days to cover · settled 2026-09-30
below 72% of Banks
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch OBT

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+59.7%12M
-4%+18%+40%+62%2025-102025-122026-022026-042026-062026-082026-10 2026-08-03 · Sousa Gregory sold $72.9K2026-08-04 · Rooney Stephen sold $58.1K2026-07-30 · Sousa Gregory sold $45.1K2025-10-31 · Gilfeather Michael J bought $31.2K2025-12-11 · Dineen David P sold $23.2K2025-10-31 · Gilfeather Michael J bought $8.4K2026-03-19 · Gilfeather Michael J bought $6.2K2025-12-11 · Dineen David P sold $5.6K
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns OBT: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
1,960,135 sh
$72.1M
Orange Investment Advisors, Inc.
1,060,922 sh
$39.0M
VANGUARD CAPITAL MANAGEMENT LLC
471,006 sh
$17.3M
AMERICAN CENTURY COMPANIES INC
311,740 sh
$11.5M
MANUFACTURERS LIFE INSURANCE COMPANY, THE
307,530 sh
$11.3M

Congress trades in OBT

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

OBT planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

OBT mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Columbia Integrated Small Cap Growth Fund
$351.1K position · as of 2026-05-31
1.1%
Victory Integrity Discovery Fund
$726.4K position · as of 2026-06-30
0.8%
Regional Bank Fund
$6.2M position · as of 2026-07-31
0.6%
First Trust Dow Jones Select MicroCap Index Fund
$1.3M position · as of 2026-06-30
0.5%
AVIP BlackRock Advantage Small Cap Growth Portfolio
$517.3K position · as of 2026-06-30
0.4%
BlackRock Advantage Small Cap Growth Fund
$2.5M position · as of 2026-06-30
0.3%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $176.1K sold by insiders over 180 days, 74 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
UMBFBWFGPBPEBOFMBMGABCNEWTPCBDCOMISBAWSBFJMSB

OBT financials

Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Free cash flow, TTM
$64.7M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
no debt line filed
Cash flow to debt
n/a
no debt line filed
Return on equity
+16.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+1.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
10.79x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
n/a
no debt line filed
FCF yield
+12.6%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
0.27x
P/E over trailing EPS growth of 40%: four quarters to 2026-06-30 against the four to 2025-06-30
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Net income$41.6M$27.9M$29.5M$24.4M
EPS (diluted)3.332.472.624.33
Operating cash flow$43.8M$34.6M$44.5M$30.5M
Dividends paid$7.1M$5.3M$5.2M$4.7M
SEC XBRL, fiscal years, as known on 2026-10-28

OBT Stock Sonar score 4/7 axes

Find similar shapesCompare

OBT ranks highest on profitability (93rd percentile) and risk and compliance (73rd), and lowest on insider conviction (26th), among Banks peers.

Profitability
93
Inputs
  • Return on equity+16.9% · 95 pct, sector of 327
  • Return on assets+1.8% · 92 pct, sector of 334
  • Return on invested capitalfewer than four consecutive quarters of operating income
  • Return on capital employedfewer than four consecutive quarters of operating income
Insider conviction
26
Inputs
  • Net Form 4 buying (codes P and S), 180d-$176K · 51 pct, sector of 274
  • Insider buyers, 180d0 · 0 pct, sector of 274
Institutional and government
37
Inputs
  • Funds adding, latest quarter74 · 37 pct, sector of 257
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
73
Inputs
  • Short interest, % of float+1.2% · 73 pct, sector of 378
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
3 not measured: Financial health, Growth, US patents
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

4 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

OBT filings, in plain words

Are Orange County Bancorp insiders buying or selling OBT?

In the 180 days to 2026-10-28, Orange County Bancorp insiders were net sellers, a net $176.1K across purchases and sales reported on Form 4, by 2 sellers.

Read the full summary

In the 180 days to 2026-10-28, Orange County Bancorp insiders were net sellers of OBT, a net $176.1K across purchases and sales reported on Form 4 by 2 sellers. None of the 3 insider sales was flagged as made under a Rule 10b5-1 plan. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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