Orange County Bancorp, Inc.

NasdaqCM:OBT Stock Report

Market Cap: US$321.4m

Orange County Bancorp Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:OBT Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
02 Dec 24SellUS$40,817Stephen RooneyIndividual700US$58.31
21 Nov 24SellUS$52,553Joseph RuhlIndividual910US$57.75
06 Nov 24SellUS$34,986Michael ListnerIndividual589US$60.10
05 Nov 24SellUS$23,430Gregory SousaIndividual426US$55.00
04 Nov 24SellUS$22,506Michael CoulterIndividual426US$52.83
01 Nov 24BuyUS$29,227Michael GilfeatherIndividual525US$55.67
15 May 24SellUS$31,416Gregory SousaIndividual639US$49.50
14 May 24SellUS$11,600Gregory SousaIndividual233US$50.49
06 May 24SellUS$51,840Michael CoulterIndividual1,000US$51.84
03 May 24SellUS$13,200Michael ListnerIndividual264US$50.00

Insider Trading Volume

Insider Buying: OBT insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of OBT?
Owner TypeNumber of SharesOwnership Percentage
VC/PE Firms287,8725.07%
Individual Insiders876,59515.4%
General Public2,224,88339.2%
Institutions2,284,77640.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 56.52% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.6%
Hudson Valley Investment Advisors, Inc.
602,918US$34.2m0.74%3.72%
6.21%
BlackRock, Inc.
352,482US$20.0m7.69%no data
5.76%
Robert Morrison
327,092US$18.5m0%no data
5.07%
1st & Main Growth Partners
287,872US$16.3m-7.61%1.65%
4.69%
Richard Rowley
265,834US$15.1m0%no data
4.67%
Wellington Management Group LLP
264,755US$15.0m0%no data
3.71%
The Vanguard Group, Inc.
210,349US$11.9m3.24%no data
2.17%
Manulife Asset Management
123,199US$7.0m-2.59%0.01%
2.05%
AllianceBernstein L.P.
116,058US$6.6m-27.1%no data
1.96%
Geode Capital Management, LLC
111,414US$6.3m1.5%no data
1.41%
Gregory Holcombe
79,886US$4.5m0%no data
1.32%
State Street Global Advisors, Inc.
74,966US$4.2m5.73%no data
1.06%
Louis Heimbach
60,370US$3.4m0%no data
0.93%
William Morrison
52,699US$3.0m0%no data
0.71%
Northern Trust Global Investments
40,265US$2.3m-2.17%no data
0.63%
Michael Gilfeather
35,686US$2.0m1.49%no data
0.62%
Hennessy Advisors, Inc.
35,000US$2.0m0.55%0.06%
0.59%
American Century Investment Management Inc
33,635US$1.9m164%no data
0.42%
Securities America Advisors, Inc.
23,600US$1.3m0%0.01%
0.35%
Morgan Stanley, Investment Banking and Brokerage Investments
19,621US$1.1m84.9%no data
0.34%
Columbia Management Investment Advisers, LLC
19,164US$1.1m0%no data
0.33%
Terry Saturno
18,951US$1.1m0%no data
0.33%
BNY Asset Management
18,635US$1.1m-18%no data
0.31%
Keybank National Association, Asset Management Arm
17,500US$991.4k0%no data
0.26%
Goldman Sachs Group, Investment Banking and Securities Investments
14,806US$838.8k155%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 16:06
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Orange County Bancorp, Inc. is covered by 4 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Alexander Roberts TwerdahlPiper Sandler Companies
Mark FitzgibbonPiper Sandler Companies
null nullStephens, Inc.