OBTNasdaqState Commercial BanksFiscal year ends December 31
Orange County Bancorp, Inc. /DE/
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$36.75−0.44 (-1.18%)
Close on Oct 19, 2026
- Market cap
- $491.77M
- P/E (TTM)
- 10.4
- Dividend yield
- 1.55%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
54.0%
7M of 13M shares
Institutional holders
112
15 new, 4 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
3 buys · 5 sales
Net sold $159.06K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wellington Management Group LLP | 966,410 | 7.20% | 13G (passive) | Jun 30, 2025 |
| BlackRock, Inc. | 739,402 | 5.50% | 13G (passive) | Sep 30, 2025 |
| BlackRock Portfolio Management LLC | 1,231,834 | 9.20% | 13G (passive) | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OBT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,960,135 | 14.62% | $72.09M | +67,815 | 0.00% |
| Hudson Valley Investment Advisors Inc /Adv | 1,060,922 | 7.91% | $39.02M | −568 | 4.74% |
| Vanguard Capital Management LLC | 471,006 | 3.51% | $17.32M | +9,304 | 0.00% |
| American Century Companies Inc | 311,740 | 2.33% | $11.47M | +76,460 | 0.01% |
| Manufacturers Life Insurance Company, The | 307,530 | 2.29% | $11.31M | −1,780 | 0.01% |
| Geode Capital Management, LLC | 290,181 | 2.16% | $10.67M | +29,708 | 0.00% |
| State Street Corp | 216,289 | 1.61% | $7.96M | +29,141 | 0.00% |
| Banc Funds Co LLC | 186,035 | 1.39% | $6.84M | −11,501 | 1.13% |
| Alliancebernstein L.P. | 163,889 | 1.22% | $5.24M | −55,310 | 0.00% |
| Dimensional Fund Advisors LP | 153,814 | 1.15% | $5.66M | +26,878 | 0.00% |
| Morgan Stanley | 110,940 | 0.83% | $4.08M | +9,752 | 0.00% |
| Aqr Capital Management LLC | 108,045 | 0.81% | $3.97M | +78,851 | 0.00% |
| Two Sigma Investments, LP | 101,648 | 0.76% | $3.74M | +23,343 | 0.00% |
| Northern Trust Corp | 98,930 | 0.74% | $3.64M | +10,220 | 0.00% |
| Wellington Management Group Llp | 98,314 | 0.73% | $3.62M | −399,108 | 0.00% |
| Vanguard Portfolio Management LLC | 85,765 | 0.64% | $3.15M | +17,965 | 0.00% |
| Brown Brothers Harriman & Co | 84,374 | 0.63% | $3.10M | – | 0.01% |
| Marshall Wace, Llp | 76,592 | 0.57% | $2.82M | −11,274 | 0.00% |
| Goldman Sachs Group Inc | 75,601 | 0.56% | $2.78M | +3,573 | 0.00% |
| Vanguard Fiduciary Trust Co | 72,328 | 0.54% | $2.66M | +253 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 112 | 7M | 54.0% | 15 / 58 | 23 / 4 | 1M | 1M |
| Q1 2026 | 104 | 7M | 53.8% | 19 / 36 | 27 / 9 | 1M | 1M |
| Q4 2025 | 95 | 7M | 54.8% | 8 / 35 | 30 / 7 | 0M | 0M |
| Q3 2025 | 94 | 7M | 54.7% | 12 / 43 | 19 / 13 | 1M | 1M |
| Q2 2025 | 95 | 7M | 54.5% | 28 / 33 | 19 / 5 | 2M | 0M |
| Q1 2025 | 72 | 5M | 38.7% | 13 / 56 | 3 / 4 | 3M | 0M |
| Q4 2024 | 65 | 3M | 19.1% | 10 / 3 | 52 / 3 | 0M | 3M |
| Q3 2024 | 58 | 5M | 37.8% | 9 / 25 | 10 / 3 | 1M | 0M |
| Q2 2024 | 54 | 5M | 37.2% | 6 / 20 | 19 / 3 | 0M | 0M |
| Q1 2024 | 51 | 5M | 37.9% | 3 / 16 | 21 / 4 | 0M | 0M |
| Q4 2023 | 52 | 5M | 38.1% | 3 / 24 | 13 / 3 | 0M | 0M |
| Q3 2023 | 52 | 5M | 37.7% | 9 / 14 | 15 / 1 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OBT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 337,803 | 2.52% | $12.42M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 332,905 | 2.48% | $12.24M | 0.01% | Jun 30, 2026 |
| BlackRock Advantage Small Cap Core Fund | 262,623 | 1.96% | $8.96M | 0.17% | May 29, 2026 |
| Avantis U.S. Small Cap Value ETF | 231,452 | 1.73% | $7.90M | 0.03% | May 31, 2026 |
| Regional Bank Fund | 161,591 | 1.21% | $6.18M | 0.64% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 137,919 | 1.03% | $5.28M | 0.02% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 122,703 | 0.92% | $4.51M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 74,507 | 0.56% | $2.74M | 0.02% | Jun 30, 2026 |
| BlackRock Advantage Small Cap Growth Fund | 68,079 | 0.51% | $2.50M | 0.30% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 59,987 | 0.45% | $2.05M | 0.01% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 52,177 | 0.39% | $1.78M | 0.00% | May 31, 2026 |
| Dimensional U.S. Small Cap ETF | 39,674 | 0.30% | $1.52M | 0.01% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 37,681 | 0.28% | $1.39M | 0.09% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 37,407 | 0.28% | $1.38M | 0.01% | Jun 30, 2026 |
| First Trust Dow Jones Select MicroCap Index Fund | 34,709 | 0.26% | $1.28M | 0.48% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael J. Gilfeather | President and CEO, Director | 145,849 | 1.09% | Sep 16, 2026 |
| Gregory Sousa | EVP and Deputy CLO | 17,637 | 0.13% | Sep 21, 2026 |
| Michael Lesler | EVP, Chief Financial Officer | 19,839 | 0.15% | Sep 16, 2026 |
| Stephen Rooney | SVP, Chief Credit Officer | 8,606 | 0.06% | Aug 5, 2026 |
| Michael Listner | SVP and Chief Risk Officer | 9,969 | 0.07% | Mar 23, 2026 |
| David P. Dineen | SVP, Dir. Wealth Services | 15,050 | 0.11% | Mar 23, 2026 |
| Elizabeth A. Jones | SVP, Chief Operating Officer | 11,266 | 0.08% | Mar 23, 2026 |
| Joseph A. Ruhl | Reg Pres, Westchester County | 36,159 | 0.27% | Mar 23, 2026 |
| Michael J. Coulter | EVP and CLO | 4,518 | 0.03% | Mar 12, 2026 |
| Orville G. Aarons | EVP-Chief of Crdt Risk Mngmnt | 0 | – | Nov 26, 2025 |
| Gregory F. Holcombe | Director | 165,238 | 1.23% | Sep 16, 2026 |
| Marianna R. Kennedy | Director | 1,466 | 0.01% | Sep 16, 2026 |
| Kevin J. Keane | Director | 27,498 | 0.21% | Sep 16, 2026 |
| Jonathan F. Rouis | Director | 9,566 | 0.07% | Sep 16, 2026 |
| Jon Schiller | Director | 12,473 | 0.09% | Sep 16, 2026 |
| Olga Luz Tirado | Director | 2,963 | 0.02% | Sep 16, 2026 |
| Richard B. Rowley | Director | 537,134 | 4.01% | Sep 16, 2026 |
| William D. Morrison | Director | 113,766 | 0.85% | Sep 16, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Stephen Rooney SVP, Chief Credit Officer | Aug 4, 2026 | Sale | −1,500 | $38.71 | $58.07K | 8,606 |
| Gregory Sousa EVP and Deputy CLO | Aug 3, 2026 | Sale | −1,882 | $38.75 | $72.93K | 10,572 |
| Gregory Sousa EVP and Deputy CLO | Jul 30, 2026 | Sale | −1,165 | $38.75 | $45.14K | 12,454 |
| Stephen Rooney SVP, Chief Credit Officer | Mar 19, 2026 | Tax withholding | −841 | $31.15 | $26.20K | 10,106 |
| Stephen Rooney SVP, Chief Credit Officer | Mar 19, 2026 | Award | +2,812 | – | – | 10,947 |
| Michael Lesler EVP, Chief Financial Officer | Mar 19, 2026 | Award | +5,059 | – | – | 17,393 |
| Michael Lesler EVP, Chief Financial Officer | Mar 19, 2026 | Tax withholding | −1,177 | $31.15 | $36.66K | 16,216 |
| Joseph A. Ruhl Reg Pres, Westchester County | Mar 19, 2026 | Award | +5,133 | – | – | 36,159 |
| Joseph A. Ruhl Reg Pres, Westchester County | Mar 19, 2026 | Tax withholding | −1,377 | $31.15 | $42.89K | 34,782 |
| David P. Dineen SVP, Dir. Wealth Services | Mar 19, 2026 | Award | +4,333 | – | – | 12,270 |
| David P. Dineen SVP, Dir. Wealth Services | Mar 19, 2026 | Tax withholding | −790 | $31.15 | $24.61K | 11,480 |
| Gregory Sousa EVP and Deputy CLO | Mar 19, 2026 | Tax withholding | −1,307 | $31.15 | $40.71K | 13,619 |
| Gregory Sousa EVP and Deputy CLO | Mar 19, 2026 | Award | +5,056 | – | – | 14,926 |
| Elizabeth A. Jones SVP, Chief Operating Officer | Mar 19, 2026 | Tax withholding | −656 | $31.15 | $20.43K | 11,266 |
| Elizabeth A. Jones SVP, Chief Operating Officer | Mar 19, 2026 | Award | +3,792 | – | – | 11,922 |
| Michael Listner SVP and Chief Risk Officer | Mar 19, 2026 | Tax withholding | −832 | $31.15 | $25.92K | 9,969 |
| Michael Listner SVP and Chief Risk Officer | Mar 19, 2026 | Award | +2,827 | – | – | 10,801 |
| Michael J. Gilfeather President and CEO, Director | Mar 19, 2026 | Award | +16,853 | – | – | 126,200 |
| Michael J. Gilfeather President and CEO, Director | Mar 19, 2026 | Buy | +200 | $31.25 | $6.25K | 16,400 |
| Michael J. Gilfeather President and CEO, Director | Mar 19, 2026 | Award | +9,438 | – | – | 135,638 |
| Michael J. Gilfeather President and CEO, Director | Mar 19, 2026 | Tax withholding | −6,189 | $31.15 | $192.79K | 129,449 |
| Michael J. Gilfeather President and CEO, Director | Mar 10, 2026 | Tax withholding | −1,682 | $31.47 | $52.93K | 109,347 |
| Michael J. Coulter EVP and CLO | Mar 10, 2026 | Tax withholding | −499 | $31.47 | $15.70K | 4,485 |
| David P. Dineen SVP, Dir. Wealth Services | Mar 10, 2026 | Tax withholding | −277 | $31.47 | $8.72K | 7,937 |
| Gregory Sousa EVP and Deputy CLO | Mar 10, 2026 | Tax withholding | −410 | $31.47 | $12.90K | 9,870 |
| Michael Lesler EVP, Chief Financial Officer | Mar 10, 2026 | Tax withholding | −271 | $31.47 | $8.53K | 12,334 |
| Joseph A. Ruhl Reg Pres, Westchester County | Mar 10, 2026 | Tax withholding | −459 | $31.47 | $14.44K | 31,036 |
| Stephen Rooney SVP, Chief Credit Officer | Mar 10, 2026 | Tax withholding | −133 | $31.47 | $4.19K | 8,135 |
| Michael Listner SVP and Chief Risk Officer | Mar 10, 2026 | Tax withholding | −326 | $31.47 | $10.26K | 7,974 |
| Elizabeth A. Jones SVP, Chief Operating Officer | Mar 10, 2026 | Tax withholding | −220 | $31.47 | $6.92K | 7,950 |
| Gregory F. Holcombe Director | Feb 20, 2026 | Returned to company | −995 | – | – | 68,824 |
| Marianna R. Kennedy Director | Feb 20, 2026 | Returned to company | −995 | – | – | 1,466 |
| Kevin J. Keane Director | Feb 20, 2026 | Returned to company | −995 | – | – | 19,266 |
| Jon Schiller Director | Feb 20, 2026 | Returned to company | −995 | – | – | 12,473 |
| Gregory F. Holcombe Director | Feb 20, 2026 | Returned to company | −995 | – | – | 68,824 |
| Jonathan F. Rouis Director | Feb 20, 2026 | Returned to company | −995 | – | – | 9,166 |
| Richard B. Rowley Director | Feb 20, 2026 | Returned to company | −995 | – | – | 537,134 |
| William D. Morrison Director | Feb 20, 2026 | Returned to company | −995 | – | – | 102,510 |
| Gregory F. Holcombe Director | Feb 19, 2026 | Award | +866 | – | – | 69,819 |
| Marianna R. Kennedy Director | Feb 19, 2026 | Award | +866 | – | – | 2,461 |
| Kevin J. Keane Director | Feb 19, 2026 | Award | +866 | – | – | 20,261 |
| Jon Schiller Director | Feb 19, 2026 | Award | +866 | – | – | 13,468 |
| Gregory F. Holcombe Director | Feb 19, 2026 | Award | +866 | – | – | 69,819 |
| Jonathan F. Rouis Director | Feb 19, 2026 | Award | +866 | – | – | 10,161 |
| Richard B. Rowley Director | Feb 19, 2026 | Award | +866 | – | – | 538,129 |
| William D. Morrison Director | Feb 19, 2026 | Award | +866 | – | – | 103,505 |
| Michael J. Gilfeather President and CEO, Director | Feb 19, 2026 | Award | +4,241 | – | – | 111,029 |
| Olga Luz Tirado Director | Feb 19, 2026 | Award | +866 | – | – | 2,963 |
| Gregory F. Holcombe Director | Feb 6, 2026 | Gift | −34,720 | – | – | 0 |
| Gregory F. Holcombe Director | Feb 6, 2026 | Gift | +34,720 | – | – | 34,720 |
| Jon Schiller Director | Dec 16, 2025 | Small purchase | +71 | $28.95 | $2.06K | 12,602 |
| Michael Lesler EVP, Chief Financial Officer | Dec 16, 2025 | Tax withholding | −240 | $28.95 | $6.95K | 12,605 |
| David P. Dineen SVP, Dir. Wealth Services | Dec 11, 2025 | Sale | −192 | $29.00 | $5.57K | 9,022 |
| David P. Dineen SVP, Dir. Wealth Services | Dec 11, 2025 | Sale | −808 | $28.76 | $23.24K | 8,214 |
| Gregory F. Holcombe Director | Dec 5, 2025 | Gift | −34,720 | – | – | 34,720 |
| Gregory F. Holcombe Director | Dec 5, 2025 | Gift | +34,720 | – | – | 34,720 |
| Stephen Rooney SVP, Chief Credit Officer | Nov 10, 2025 | Tax withholding | −721 | $26.48 | $19.09K | 8,268 |
| Michael J. Gilfeather President and CEO, Director | Oct 31, 2025 | Buy | +350 | $24.02 | $8.41K | 16,200 |
| Michael J. Gilfeather President and CEO, Director | Oct 31, 2025 | Buy | +1,300 | $24.02 | $31.23K | 106,788 |
| Jon Schiller Director | Sep 16, 2025 | Small purchase | +57 | $25.95 | $1.48K | 12,531 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.