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OBT Smart Money

Orange County Bancorp, Inc.
1W: +2.4% 1M: +2.0% 3M: -0.3% YTD: +35.5% 1Y: +56.8% 3Y: +97.7% 5Y: +140.0%
$38.45
+0.03 (+0.08%)
 
Weekly Expected Move ±2.7%
$36 $37 $38 $39 $40
NASDAQ · Financial Services · Banks - Regional · Tech Score Buy · Power 65 · $515.5M mcap · 11M float · 0.591% daily turnover · Short 49% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
117
Institutions Holding
+6 vs prior
51.6%
Ownership
+7.15%
17 New
57 Increased
27 Reduced
4 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-08-04 Rooney Stephen officer: svp, chief credit officer S-Sale 1,500 $38.71 $58K Filing
2026-08-03 Sousa Gregory officer: evp and deputy clo S-Sale 1,882 $38.75 $73K Filing
2026-07-30 Sousa Gregory officer: evp and deputy clo S-Sale 1,165 $38.75 $45K Filing
2026-03-19 Jones Elizabeth A officer: svp, chief operating officer A-Grant/Award 3,792 $— $0 Filing
2026-03-19 Sousa Gregory officer: evp and deputy clo A-Grant/Award 5,056 $— $0 Filing
2026-03-19 Sousa Gregory officer: evp and deputy clo F-Tax Withholding 1,307 $31.15 $41K Filing
2026-03-19 Dineen David P officer: svp, dir. wealth services A-Grant/Award 4,333 $— $0 Filing
2026-03-19 Dineen David P officer: svp, dir. wealth services F-Tax Withholding 790 $31.15 $25K Filing
2026-03-19 Gilfeather Michael J officer: president and ceo A-Grant/Award 16,853 $— $0 Filing
2026-03-19 Gilfeather Michael J officer: president and ceo A-Grant/Award 9,438 $— $0 Filing
2026-03-19 Gilfeather Michael J officer: president and ceo F-Tax Withholding 6,189 $31.15 $193K Filing
2026-03-19 Gilfeather Michael J officer: president and ceo P-Purchase 200 $31.25 $6K Filing
2026-03-19 Jones Elizabeth A officer: svp, chief operating officer F-Tax Withholding 656 $31.15 $20K Filing
2026-03-19 Lesler Michael officer: evp, chief financial officer A-Grant/Award 5,059 $— $0 Filing
2026-03-19 Lesler Michael officer: evp, chief financial officer F-Tax Withholding 1,177 $31.15 $37K Filing
2026-03-19 Listner Michael officer: svp and chief risk officer A-Grant/Award 2,827 $— $0 Filing
2026-03-19 Listner Michael officer: svp and chief risk officer F-Tax Withholding 832 $31.15 $26K Filing
2026-03-19 Rooney Stephen officer: svp, chief credit officer A-Grant/Award 2,812 $— $0 Filing
2026-03-19 Rooney Stephen officer: svp, chief credit officer F-Tax Withholding 841 $31.15 $26K Filing
2026-03-19 Ruhl Joseph A officer: reg pres, westchester county A-Grant/Award 5,133 $— $0 Filing
2026-03-19 Ruhl Joseph A officer: reg pres, westchester county F-Tax Withholding 1,377 $31.15 $43K Filing
2026-03-10 Dineen David P officer: svp, dir. wealth services F-Tax Withholding 277 $31.47 $9K Filing
2026-03-10 Gilfeather Michael J officer: president and ceo F-Tax Withholding 1,682 $31.47 $53K Filing
2026-03-10 Coulter Michael J officer: evp and clo F-Tax Withholding 499 $31.47 $16K Filing
2026-03-10 Sousa Gregory officer: evp and deputy clo F-Tax Withholding 410 $31.47 $13K Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 1,960,135 $72M +67,815 2026-06-30 Filing
Orange Investment Advisors, Inc. 1,060,922 $39M -568 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 471,006 $17M +9,304 2026-06-30 Filing
AMERICAN CENTURY COMPANIES INC 311,740 $11M +76,460 2026-06-30 Filing
MANUFACTURERS LIFE INSURANCE COMPANY, TH 307,530 $11M -1,780 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 290,181 $11M +29,708 2026-06-30 Filing
STATE STREET CORP 216,289 $8M +29,141 2026-06-30 Filing
BANC FUNDS CO LLC 186,035 $7M -11,501 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 153,814 $6M +26,878 2026-06-30 Filing
ALLIANCEBERNSTEIN L.P. 163,889 $5M -55,310 2026-06-30 Filing
MORGAN STANLEY 110,940 $4M +9,752 2026-06-30 Filing
AQR CAPITAL MANAGEMENT LLC 108,045 $4M +78,851 2026-06-30 Filing
TWO SIGMA INVESTMENTS, LP 101,648 $4M +23,343 2026-06-30 Filing
NORTHERN TRUST CORP 98,930 $4M +10,220 2026-06-30 Filing
WELLINGTON MANAGEMENT GROUP LLP 98,314 $4M -399,108 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 85,765 $3M +17,965 2026-06-30 Filing
BROWN BROTHERS HARRIMAN & CO 84,374 $3M — 2026-06-30 Filing
MARSHALL WACE, LLP 76,592 $3M -11,274 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 75,601 $3M +3,573 2026-06-30 Filing
VANGUARD FIDUCIARY TRUST CO 72,328 $3M +253 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms