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
15 May 24	SellUS$31,416	Gregory Sousa	Individual	639	US$49.50
14 May 24	SellUS$11,600	Gregory Sousa	Individual	233	US$50.49
06 May 24	SellUS$51,840	Michael Coulter	Individual	1,000	US$51.84
03 May 24	SellUS$13,200	Michael Listner	Individual	264	US$50.00
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

Insider Buying: OBT insiders have only sold shares in the past 3 months.

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

Top 25 shareholders own 56.62% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.6%	Hudson Valley Investment Advisors, Inc.	598,510	US$29.3m	-0.63%	3.61%
5.78%	Robert Morrison	327,092	US$16.0m	0%	no data
5.69%	1st & Main Growth Partners	321,822	US$15.8m	-5.64%	1.83%
5.63%	BlackRock, Inc.	318,358	US$15.6m	-3.25%	no data
4.76%	Wellington Management Group LLP	269,146	US$13.2m	-0.87%	no data
4.7%	Richard Rowley	265,834	US$13.0m	0.04%	no data
3.56%	The Vanguard Group, Inc.	201,453	US$9.9m	1.25%	no data
2.89%	AllianceBernstein L.P.	163,477	US$8.0m	-4.23%	no data
2.25%	Manulife Asset Management	127,185	US$6.2m	0.04%	no data
1.86%	Geode Capital Management, LLC	105,096	US$5.1m	3.87%	no data
1.41%	Gregory Holcombe	79,886	US$3.9m	0%	no data
1.25%	State Street Global Advisors, Inc.	70,890	US$3.5m	0.38%	no data
1.07%	Louis Heimbach	60,370	US$3.0m	5.43%	no data
0.93%	William Morrison	52,699	US$2.6m	-1.86%	no data
0.77%	Northern Trust Global Investments	43,320	US$2.1m	-3.19%	no data
0.62%	Michael Gilfeather	34,955	US$1.7m	0%	no data
0.48%	Hennessy Advisors, Inc.	27,000	US$1.3m	92.9%	0.05%
0.42%	Securities America Advisors, Inc.	23,600	US$1.2m	-2.07%	0.01%
0.38%	BNY Asset Management	21,354	US$1.0m	-4.73%	no data
0.33%	Terry Saturno	18,951	US$928.6k	0%	no data
0.31%	Keybank National Association, Asset Management Arm	17,500	US$857.5k	0%	no data
0.25%	Eagle Ridge Investment Management, LLC	14,200	US$695.8k	0%	0.06%
0.25%	Invesco Capital Management LLC	14,191	US$695.4k	399%	no data
0.24%	Charles Schwab Investment Management, Inc.	13,339	US$653.6k	0%	no data
0.23%	Kevin Keane	13,016	US$637.8k	0%	no data