ORANGE COUNTY BANCORP INC (OBT)

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2026 Annual Meeting Analysis

ORANGE COUNTY BANCORP INC · Meeting: May 26, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

3

Directors AGAINST

0

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Directors

3 FOR
✓ FOR
Michael J. Gilfeather

OBT's 3-year price return of 78.4% outpaces QABA (First Trust NASDAQ ABA Community Bank Index) by +19.4 percentage points, well below the 65-point threshold required to trigger an against vote; Gilfeather has extensive banking experience and no overboarding, attendance, or independence concerns.

✓ FOR
Marianna R. Kennedy

No TSR trigger fires (OBT's 3-year return beats QABA by only +19.4pp against a 65pp threshold); Kennedy is independent, has relevant transactional legal expertise, serves on the Audit and Risk Committee with appropriate qualifications, and attendance was 100%.

✓ FOR
Richard B. Rowley

No TSR trigger fires given OBT's strong outperformance of QABA over three years; Rowley is independent with broad business and community experience; a single late Form 4 filing is a minor administrative issue that does not meet any policy threshold for an against vote.

All three nominees pass the TSR screen — OBT's 3-year price return of +78.4% exceeds QABA (First Trust NASDAQ ABA Community Bank Index) by +19.4 percentage points, far short of the 65-point underperformance threshold required to trigger an against vote for a strong-positive-TSR company. No overboarding, attendance deficiencies, independence issues, or familial-relationship concerns were identified for any nominee.

Say on Pay

✓ FOR

CEO

Michael J. Gilfeather

Total Comp

$2,092,482

Prior Support

N/A

CEO Michael Gilfeather's total compensation of $2,092,482 is reasonable for a CEO of a ~$470M market-cap community bank in the New York metro area, with salary at $700,000 representing roughly 33% of total pay — well within the 40% fixed-pay ceiling. Variable pay (cash bonus, stock awards, and performance-linked SERP contributions) makes up the majority of total compensation, and incentive payouts were tied to measurable metrics including pre-tax pre-provision operating income, efficiency ratio, return on average assets, and net interest margin relative to peers. OBT's 3-year total return of +78.4% substantially outpaces QABA (First Trust NASDAQ ABA Community Bank Index) by +19.4 percentage points, confirming that above-benchmark incentive pay is well-supported by shareholder outcomes.

Auditor Ratification

✓ FOR

Auditor

Crowe LLP

Tenure

N/A

Audit Fees

$648,125

Non-Audit Fees

$0

Crowe LLP billed $648,125 in audit fees and zero in non-audit, audit-related, tax, or other fees for 2025, meaning the non-audit fee ratio is 0% — well below the 50% threshold that would raise independence concerns; auditor tenure is not disclosed in the proxy so no tenure trigger can be confirmed, and no material restatements are noted.

Overall Assessment

The 2026 Orange County Bancorp annual meeting presents a clean two-proposal ballot: election of three directors and ratification of Crowe LLP as auditor — no Say on Pay proposal is included in this filing. All director nominees pass the TSR screen given OBT's strong outperformance of the QABA community bank benchmark, and Crowe LLP's fee profile shows zero non-audit fees, supporting ratification without reservation.

Filing date: April 15, 2026·Policy v1.2·high confidence