As of April 11, 2026, the three largest insider holders of OBT are Richard B Rowley (Director, 537.13K shares), Michael J Gilfeather (President And Ceo, 145.85K shares), William D Morrison (Director, 102.51K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Richard B Rowley | - | 537,134 | 0 | 23 Feb, 2026 |
| Michael J Gilfeather | President And Ceo | 129,449 | 16,400 | 23 Mar, 2026 |
| William D Morrison | - | 102,510 | 0 | 23 Feb, 2026 |
| Gregory F Holcombe | - | 0 | 69,440 | 09 Dec, 2025 |
| Gregory F Holcombe | - | 68,824 | 0 | 17 Mar, 2026 |
| Louis Heimbach | - | 57,389 | 3,224 | 04 Jan, 2024 |
| Joseph A Ruhl | Reg Pres, Westchester County | 34,782 | 0 | 23 Mar, 2026 |
| Kevin J Keane | - | 19,266 | 0 | 23 Feb, 2026 |
| Michael Lesler | Evp, Chief Financial Officer | 16,216 | 0 | 23 Mar, 2026 |
| Gregory Sousa | Evp And Deputy Clo | 13,619 | 0 | 23 Mar, 2026 |
| Jon Schiller | - | 12,473 | 0 | 23 Feb, 2026 |
| David P Dineen | Svp, Dir. Wealth Services | 11,480 | 0 | 23 Mar, 2026 |
| Elizabeth A Jones | Svp, Chief Operating Officer | 11,266 | 0 | 23 Mar, 2026 |
| Robert L Peacock | Sevp And Cfo | 10,302 | 0 | 17 Feb, 2023 |
| Stephen Rooney | Svp, Chief Credit Officer | 10,106 | 0 | 23 Mar, 2026 |
| Michael Listner | Svp And Chief Risk Officer | 9,969 | 0 | 23 Mar, 2026 |
| Jonathan F Rouis | - | 9,166 | 0 | 23 Feb, 2026 |
| Robert L Peacock | Sevp And Cfo | 0 | 7,602 | 03 May, 2022 |
| Virginia K Rizzo | - | 7,600 | 0 | 23 Sep, 2021 |
| Gregory F Holcombe | - | 0 | 7,460 | 09 Aug, 2021 |
| Susan G Metzger | - | 7,098 | 0 | 17 Nov, 2021 |
| Gregory F Holcombe | - | 0 | 6,027 | 04 Jan, 2023 |
| William D Morrison | - | 0 | 5,466 | 17 Jun, 2022 |
| Terry R Saturno | - | 5,190 | 0 | 10 Aug, 2023 |
| Michael J Coulter | Evp And Clo | 4,485 | 0 | 12 Mar, 2026 |
| Kevin J Keane | - | 0 | 4,116 | 04 May, 2023 |
| Frank Skuthan | Svp, Dir Trust Services | 0 | 3,700 | 19 Aug, 2021 |
| Olga Luz Tirado | - | 2,963 | 0 | 23 Feb, 2026 |
| Frank Skuthan | Svp, Dir Trust Services | 2,807 | 0 | 17 Feb, 2023 |
| Gustave J Scacco | - | 2,780 | 0 | 25 Sep, 2024 |
| Marianna R Kennedy | - | 1,466 | 0 | 23 Feb, 2026 |
| Michael J Coulter | Evp And Clo | 0 | 15 | 09 Aug, 2023 |
| Michael Lesler | Svp, Chief Accounting Officer | 0 | 4 | 08 Mar, 2022 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 19 Mar, 2026 | Michael Lesler | Common Stock | A | 5,059 | $0.00 | 17,393 | D | A |
| 19 Mar, 2026 | Gregory Sousa | Common Stock | A | 5,056 | $0.00 | 14,926 | D | A |
| 19 Mar, 2026 | Michael Listner | Common Stock | A | 2,827 | $0.00 | 10,801 | D | A |
| 19 Mar, 2026 | Joseph A Ruhl | Common Stock | A | 5,133 | $0.00 | 36,159 | D | A |
| 19 Mar, 2026 | Elizabeth A Jones | Common Stock | A | 3,792 | $0.00 | 11,922 | D | A |
| 19 Mar, 2026 | Michael J Gilfeather | Common Stock | A | 16,853 | $0.00 | 126,200 | D | A |
| 19 Mar, 2026 | Stephen Rooney | Common Stock | A | 2,812 | $0.00 | 10,947 | D | A |
| 19 Mar, 2026 | David P Dineen | Common Stock | A | 4,333 | $0.00 | 12,270 | D | A |
| 19 Mar, 2026 | David P Dineen | Common Stock | D | 790 | $31.15 | 11,480 | D | F |
| 19 Mar, 2026 | Michael Lesler | Common Stock | D | 1,177 | $31.15 | 16,216 | D | F |
| 19 Mar, 2026 | Michael J Gilfeather | Common Stock | A | 9,438 | $0.00 | 135,638 | D | A |
| 19 Mar, 2026 | Stephen Rooney | Common Stock | D | 841 | $31.15 | 10,106 | D | F |
| 19 Mar, 2026 | Joseph A Ruhl | Common Stock | D | 1,377 | $31.15 | 34,782 | D | F |
| 19 Mar, 2026 | Michael Listner | Common Stock | D | 832 | $31.15 | 9,969 | D | F |
| 19 Mar, 2026 | Elizabeth A Jones | Common Stock | D | 656 | $31.15 | 11,266 | D | F |
| 19 Mar, 2026 | Gregory Sousa | Common Stock | D | 1,307 | $31.15 | 13,619 | D | F |
| 19 Mar, 2026 | Michael J Gilfeather | Common Stock | D | 6,189 | $31.15 | 129,449 | D | F |
| 19 Mar, 2026 | Michael J Gilfeather | Common Stock | A | 200 | $31.25 | 16,400 | I | P |
| 19 Feb, 2026 | Gregory F Holcombe | Common Stock | A | 866 | $0.00 | 69,819 | D | A |
| 20 Feb, 2026 | Gregory F Holcombe | Common Stock | D | 995 | $0.00 | 68,824 | D | D |