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
18 Dec 23	SellUS$35,878	Stephen Rooney	Individual	640	US$56.06
15 Dec 23	SellUS$84,000	Michael Coulter	Individual	1,500	US$56.00
14 Nov 23	SellUS$9,372	Michael Listner	Individual	213	US$44.00
07 Nov 23	SellUS$66,826	Michael Coulter	Individual	1,500	US$44.75
02 Nov 23	SellUS$49,975	Gregory Sousa	Individual	1,135	US$44.26
18 Sep 23	BuyUS$21,081	Michael Gilfeather	Individual	450	US$46.88
07 Aug 23	SellUS$38,298	Michael Coulter	Individual	784	US$48.85
31 Jul 23	SellUS$17,205	Michael Listner	Individual	372	US$46.25
31 Jul 23	SellUS$186	Michael Listner	Individual	4	US$46.53
28 Jul 23	SellUS$90,110	Michael Coulter	Individual	2,000	US$46.09
25 May 23	BuyUS$33,474	Louis Heimbach	Individual	1,051	US$31.85
03 May 23	BuyUS$39,321	Kevin Keane	Individual	1,216	US$32.36

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

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

Top 25 shareholders own 57.74% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.7%	Hudson Valley Investment Advisors, Inc.	602,279	US$26.0m	0.63%	3.36%
6.03%	1st & Main Growth Partners	341,064	US$14.7m	-8.26%	1.71%
5.82%	BlackRock, Inc.	329,057	US$14.2m	12.9%	no data
5.78%	Robert Morrison	327,092	US$14.1m	0%	no data
4.81%	Richard Rowley	272,058	US$11.8m	2.38%	no data
4.8%	Wellington Management Group LLP	271,508	US$11.7m	0%	no data
3.52%	The Vanguard Group, Inc.	198,961	US$8.6m	1.58%	no data
3.02%	AllianceBernstein L.P.	170,703	US$7.4m	-20.3%	no data
2.25%	Manulife Asset Management	127,130	US$5.5m	-0.58%	no data
1.79%	Geode Capital Management, LLC	101,178	US$4.4m	3.09%	no data
1.52%	Gregory Holcombe	86,110	US$3.7m	7.79%	no data
1.25%	State Street Global Advisors, Inc.	70,621	US$3.1m	4.54%	no data
1.07%	Louis Heimbach	60,370	US$2.6m	5.43%	no data
0.93%	William Morrison	52,699	US$2.3m	-1.86%	no data
0.79%	Northern Trust Global Investments	44,748	US$1.9m	13.9%	no data
0.76%	Michael Gilfeather	43,003	US$1.9m	27.8%	no data
0.48%	Hennessy Advisors, Inc.	27,000	US$1.2m	92.9%	0.05%
0.43%	Securities America Advisors, Inc.	24,100	US$1.0m	-6.59%	0.01%
0.38%	BNY Mellon Asset Management	21,354	US$922.7k	-4.73%	no data
0.33%	Terry Saturno	18,951	US$818.9k	0%	no data
0.31%	Keybank National Association, Asset Management Arm	17,500	US$756.2k	0%	no data
0.29%	Kevin Keane	16,377	US$707.7k	25.8%	no data
0.26%	Morgan Stanley, Investment Banking and Brokerage Investments	14,964	US$646.6k	87.9%	no data
0.25%	Eagle Ridge Investment Management, LLC	14,200	US$613.6k	0%	0.06%
0.24%	Charles Schwab Investment Management, Inc.	13,339	US$576.4k	0%	no data