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
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
04 Jun 25	BuyUS$149,986	Jonathan Schiller	Individual	6,451	US$23.25
16 May 25	SellUS$46,726	Joseph Ruhl	Individual	1,752	US$26.67
05 May 25	SellUS$65,346	Michael Coulter	Individual	2,497	US$26.17
02 May 25	SellUS$60,058	Gregory Sousa	Individual	2,440	US$25.00

Insider Trading Volume

Insider Buying: OBT 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	1,632,942	12.2%
General Public	4,393,501	32.9%
Institutions	7,340,297	54.9%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 17.8%.

Top Shareholders

Top 25 shareholders own 59.2% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.8%	BlackRock, Inc.	1,971,236	US$57.2m	72.8%	no data
8.69%	Orange Investment Advisors, Inc.	1,161,617	US$33.7m	0%	3.25%
4.89%	Robert Morrison	654,184	US$19.0m	0%	no data
4.43%	Wellington Management Group LLP	591,549	US$17.2m	-38.8%	no data
4.12%	The Vanguard Group, Inc.	550,920	US$16.0m	1.62%	no data
3.96%	Richard Rowley	529,466	US$15.4m	-0.04%	no data
2.36%	Manulife Asset Management	316,012	US$9.2m	-1.16%	0.01%
1.87%	Geode Capital Management, LLC	249,668	US$7.2m	13.7%	no data
1.85%	Banc Funds Company, L.L.C.	247,853	US$7.2m	-24.9%	1.2%
1.82%	AllianceBernstein L.P.	243,468	US$7.1m	-14.9%	no data
1.23%	State Street Global Advisors, Inc.	163,788	US$4.8m	3.46%	no data
1.22%	American Century Investment Management Inc	163,658	US$4.7m	31.4%	no data
1.18%	Gregory Holcombe	157,770	US$4.6m	0%	no data
0.87%	EJF Capital LLC	116,824	US$3.4m	2.53%	1.75%
0.8%	William Morrison	106,298	US$3.1m	0%	no data
0.67%	Northern Trust Global Investments	89,371	US$2.6m	16.2%	no data
0.66%	Michael Gilfeather	88,583	US$2.6m	15.1%	no data
0.63%	Brown Brothers Harriman & Co.	84,374	US$2.4m	0%	0.01%
0.63%	Dimensional Fund Advisors LP	83,886	US$2.4m	24.3%	no data
0.53%	Fourthstone LLC	71,444	US$2.1m	-70.3%	0.25%
0.43%	BNY Asset Management	57,458	US$1.7m	9.4%	no data
0.41%	The Goldman Sachs Group, Inc.	55,277	US$1.6m	0.17%	no data
0.4%	HSBC Global Asset Management (UK) Limited	53,265	US$1.5m	19.8%	no data
0.4%	Two Sigma Investments, LP	52,862	US$1.5m	60.8%	no data
0.39%	Millennium Management LLC	52,556	US$1.5m	39.9%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/01/06 03:12
End of Day Share Price	2026/01/05 00:00
Earnings	2025/09/30
Annual Earnings	2024/12/31

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 4 analysts. 3 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
Mark Fitzgibbon	Piper Sandler Companies
null null	Stephens, Inc.