Orange County Bancorp Inc
Ownership
Ownership Structure
Who owns Orange County Bancorp Inc (OBT)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 84.8% of the shares are freely tradable; institutional investors hold 54.5%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 14.11 | 1,892,320 | -2.6 | 03/31/2026 |
| Hudson Valley Investment Advisors, LLC | 7.91 | 1,060,922 | -0.1 | 06/30/2026 |
| Vanguard Capital Management, LLC | 3.44 | 461,702 | +0.0 | 03/31/2026 |
| American Century Companies Inc | 2.33 | 311,740 | +32.5 | 06/30/2026 |
| Manufacturers Life Insurance Co | 2.31 | 309,310 | -1.3 | 03/31/2026 |
| Geode Capital Management, LLC | 1.94 | 260,473 | +0.7 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 2.52 | 337,803 | +0.0 | 07/31/2026 |
| iShares Russell 2000 ETF | 2.48 | 332,905 | +0.0 | 08/31/2026 |
| Avantis US Small Cap Value ETF | 2.20 | 294,671 | +0.1 | 08/31/2026 |
| BlackRock Advantage Small Cap Core Instl | 1.93 | 258,385 | -1.6 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Sousa Gregory | EVP and Deputy CLO | 10,572 | 407,022 $ | Aug 3, 2026 | direct |
| Rooney Stephen | SVP, Chief Credit Officer | 8,606 | 331,331 $ | Aug 4, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 4, 2026 | Rooney Stephen | SVP, Chief Credit Officer | Sell | 1,500 | 38.71 | 58,065 |
| Aug 3, 2026 | Sousa Gregory | EVP and Deputy CLO | Sell | 1,882 | 38.75 | 72,928 |
| Jul 30, 2026 | Sousa Gregory | EVP and Deputy CLO | Sell | 1,165 | 38.75 | 45,144 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 18, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.