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
Date	Value	Name	Entity	Shares	Max Price
19 Mar 26	BuyUS$6,250	Michael Gilfeather	Individual	200	US$31.25
11 Dec 25	SellUS$28,806	David Dineen	Individual	1,000	US$29.00
31 Oct 25	BuyUS$39,633	Michael Gilfeather	Individual	1,650	US$24.02

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of OBT?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,637,343	12.2%
General Public	4,518,380	33.7%
Institutions	7,252,181	54.1%

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

Top Shareholders

Top 25 shareholders own 57.39% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.1%	BlackRock, Inc.	1,892,320	US$71.2m	-2.58%	no data
7.92%	Orange Investment Advisors, Inc.	1,061,490	US$40.0m	-3.64%	4.61%
4.88%	Robert Morrison	654,184	US$24.6m	0%	no data
3.94%	Richard Rowley	528,471	US$19.9m	0%	no data
3.71%	Wellington Management Group LLP	497,422	US$18.7m	-13.4%	no data
3.44%	Vanguard Capital Management, LLC	461,702	US$17.4m	0%	no data
2.31%	Manulife Asset Management	309,310	US$11.6m	-1.33%	0.01%
1.94%	Geode Capital Management, LLC	260,473	US$9.8m	0.72%	no data
1.75%	American Century Investment Management Inc	235,280	US$8.9m	41.4%	no data
1.63%	AllianceBernstein L.P.	219,199	US$8.3m	-10.4%	no data
1.47%	Banc Funds Company, L.L.C.	197,536	US$7.4m	0%	1.26%
1.4%	State Street Global Advisors, Inc.	187,148	US$7.0m	12.6%	no data
1.17%	Gregory Holcombe	156,775	US$5.9m	0%	no data
0.95%	Dimensional Fund Advisors LP	126,936	US$4.8m	29.9%	no data
0.79%	William Morrison	105,303	US$4.0m	0%	no data
0.66%	Northern Trust Global Investments	88,710	US$3.3m	3.4%	no data
0.66%	Marshall Wace LLP	87,866	US$3.3m	62%	no data
0.64%	Michael Gilfeather	86,380	US$3.3m	16.3%	no data
0.63%	Brown Brothers Harriman & Co.	84,374	US$3.2m	0%	0.01%
0.61%	Morgan Stanley	82,344	US$3.1m	48.8%	no data
0.6%	EJF Capital LP	80,842	US$3.0m	-11.3%	1.81%
0.58%	Two Sigma Investments, LP	78,305	US$2.9m	96.9%	no data
0.54%	Vanguard Fiduciary Trust Company	72,075	US$2.7m	5.51%	no data
0.54%	The Goldman Sachs Group, Inc.	72,028	US$2.7m	1.78%	no data
0.51%	Vanguard Portfolio Management, LLC	67,800	US$2.6m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/07/06 22:51
End of Day Share Price	2026/07/06 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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.

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 Github.

Analyst Sources

Orange County Bancorp, Inc. is covered by 3 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.

Analyst	Institution
Feddie Strickland	Hovde Group, LLC
null null	Stephens, Inc.
Matthew Breese	Stephens, Inc.