Transaction · 0001437749-26-030837

Sousa Gregory

Sousa Gregory, EDC, reported a transaction classified as grant at Orange County Bancorp, Inc. DE. Reported holdings after the transaction were 4992.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

grantSEC transaction code AEDC
OBTOrange County Bancorp, Inc. DE
Trade date
Sep 15, 2026
Filing date
Sep 21, 2026
View on SEC Insider profile
Disclosed valueUnknownShares × reported price
Shares traded—$38.78 per share
Holdings after4.99kDirect
% of reported position tradedUnavailableThis security and ownership context
How reported position traded is calculated

Not calculated for derivative securities.

Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.

Filing warnings

Notes recorded with this filing
3 warnings
amended filingThis transaction comes from an amended Form 4 filing.
delayed filingThe filing was reported 6 calendar days after the transaction date.
missing sharesThe filing did not provide usable transaction shares.

OBT price since this filing

Daily closing prices, with the filing date and available return windows
OBT · Daily closing priceLoading daily prices…
Filing dateReturn windows appear as prices become available.
Pre-filing1mo ago +4.7%1w ago +2.1%1d ago +2.1%
Returns since7d +0.7%30d -0.3%90d180d1y

Transaction facts

Stored Form 4 columns with their raw values

Derivative
Type
grant
Code A
Identifier
0001437749-26-030837
Phantom Stock
Transaction date
Sep 15, 2026
Filed Sep 21, 2026, 08:48 PM · 6d delay
Shares
—
$38.78 per share
Estimated value
—
Computed from shares × price
Holdings after
4,992 sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Amended Filing Delayed Filing Derivative Transaction Direct Ownership
Filing-only score

-30 points

Compact filing score computed from stored Form 4 facts. Version v1.

Low filing signal

This filing has a meaningfully negative filing-only score. It is likely less useful as a positive insider-activity signal.

How this score is calculated
  • direct_ownership+6 points

    direct_or_indirect_ownership = D

    Direct ownership reports the insider's personal stake.
  • derivative_transaction-16 points

    is_derivative = true

    Derivative exercise rows are less discretionary than open-market purchases.
  • amended_filing-6 points

    is_amendment = true

    Amended filing: the original transaction may have been restated.
  • delayed_filing-6 points

    reporting_delay_days = 6

    Filing delay exceeds the configured threshold.
  • missing_shares-8 points

    shares is null

    Missing shares reduces confidence in value-based signals.
Missing facts
  • shares
Read the scoring methodology

Signed filing-only points, not a probability or expected return. Version v1.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

EVP and Deputy CLO

Officer YesDirector No10% NoOther No
Footnotes & amended
  1. F1

    Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025.

  2. F2

    Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026.

  3. F3

    Restricted stock units which vest at a rate of 1/3 per year commencing on March 19, 2027.

  4. F4

    Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.

  5. F5

    Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the…

Amended filing · 0001437749-26-030837
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Recent company activity

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