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Nasdaq · USD

USCB

USCB FINANCIAL HOLDINGS, INC.

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Tapewire entity
5618
SEC CIK
0001901637
Parsed reports
159

Last 12 months

Inside the activity.

0 purchase rows · 23 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202502
Dec 202503
Jan 202601
Feb 202600
Mar 202601
Apr 202601
May 2026014
Jun 202601
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
July 06, 2026 Filed Jul 9, 2026 19:26 UTC
Garrido Sergio E.SVP, Chief Credit Officer
GrantClass A Voting Common Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-023187 · rdgdoc.xml · nonDerivative · entry 1

Garrido Sergio E. · CIK 0002142630 · SVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,197

F1 · shares: Represents the grant of 15,000 shares of restricted stock which vest on July 6, 2029.

F2 · balance_after: Includes 405 shares of restricted stock from a grant of 1,215 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 1,724 shares of restricted stock from a grant of 2,587 shares which commenced vesting at a rate of one-third per year on January 21, 2026, and a grant of 2,674 shares which commence vesting at a rate of one-third per year on January 27, 2027.

Read SEC document
June 08, 2026 Filed Jun 8, 2026 19:44 UTC
COLLAZO ANDRESEVP, Operations & IT
SaleClass A Voting Common Stock 1,000 $19.00 $19,000.00
Disclosure

SEC source: 0001437749-26-019824 · rdgdoc.xml · nonDerivative · entry 1

COLLAZO ANDRES · CIK 0001916662 · EVP, Operations & IT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,521

F1 · balance_after: Includes 948 shares of restricted stock from a grant of 2,846 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 10,000 shares of restricted stock from a grant of 15,000 shares which commenced vesting at a rate of one-third per year on October 28, 2025, 4,042 shares of restricted stock from a grant of 6,064 shares which commenced vesting at a rate of one-third per year commencing on January 21, 2026 and 6,123 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027.

Read SEC document
May 21, 2026 Filed May 22, 2026 15:35 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionStock Option (Right to Buy) · Derivative 49,414 $0.00 Strike: $12.05 $0.00
Disclosure

SEC source: 0001437749-26-018202 · rdgdoc.xml · derivative · entry 3

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,430

Underlying: Common Stock · 49,414 shares

Expires 2031-09-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: The stock options vested at the rate of one-third per year commencing on September 27, 2022.

Read SEC document
May 21, 2026 Filed May 22, 2026 15:35 UTC
DE LA AGUILERA LUISDirector · President and CEO
SaleClass A Voting Common Stock 49,414 $18.30 $904,276.20
Disclosure

SEC source: 0001437749-26-018202 · rdgdoc.xml · nonDerivative · entry 2

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242,945

F2 · price: The price reported in column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $18.07 to $18.47, inclusive. The reporting person undertakes to provide to USCB, or any security holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 21, 2026 Filed May 22, 2026 15:35 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionClass A Voting Common Stock 49,414 $12.05 $595,438.70
Disclosure

SEC source: 0001437749-26-018202 · rdgdoc.xml · nonDerivative · entry 1

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 292,359

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 20, 2026 Filed May 21, 2026 15:22 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionStock Option (Right to Buy) · Derivative 36,826 $0.00 Strike: $12.05 $0.00
Disclosure

SEC source: 0001437749-26-018010 · rdgdoc.xml · derivative · entry 6

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,844

Underlying: Common Stock · 36,826 shares

Expires 2031-09-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: The stock options vested at the rate of one-third per year commencing on September 27, 2022.

Read SEC document
May 20, 2026 Filed May 21, 2026 15:22 UTC
DE LA AGUILERA LUISDirector · President and CEO
SaleClass A Voting Common Stock 36,826 $18.15 $668,391.90
Disclosure

SEC source: 0001437749-26-018010 · rdgdoc.xml · nonDerivative · entry 4

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242,945

F3 · price: The price reported in column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $18.03 to $18.42, inclusive. The reporting person undertakes to provide to USCB, or any security holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 20, 2026 Filed May 21, 2026 15:22 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionClass A Voting Common Stock 36,826 $12.05 $443,753.30
Disclosure

SEC source: 0001437749-26-018010 · rdgdoc.xml · nonDerivative · entry 3

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 279,771

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 19, 2026 Filed May 21, 2026 15:22 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionStock Option (Right to Buy) · Derivative 4,931 $0.00 Strike: $12.05 $0.00
Disclosure

SEC source: 0001437749-26-018010 · rdgdoc.xml · derivative · entry 5

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,670

Underlying: Common Stock · 4,931 shares

Expires 2031-09-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: The stock options vested at the rate of one-third per year commencing on September 27, 2022.

Read SEC document
May 19, 2026 Filed May 21, 2026 15:22 UTC
DE LA AGUILERA LUISDirector · President and CEO
SaleClass A Voting Common Stock 4,931 $18.01 $88,807.31
Disclosure

SEC source: 0001437749-26-018010 · rdgdoc.xml · nonDerivative · entry 2

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242,945

F2 · price: The price reported in column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $18.00 to $18.08, inclusive. The reporting person undertakes to provide to USCB, or any security holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 19, 2026 Filed May 21, 2026 15:22 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionClass A Voting Common Stock 4,931 $12.05 $59,418.55
Disclosure

SEC source: 0001437749-26-018010 · rdgdoc.xml · nonDerivative · entry 1

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 247,876

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 18, 2026 Filed May 19, 2026 17:53 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionStock Option (Right to Buy) · Derivative 2,485 $0.00 Strike: $12.05 $0.00
Disclosure

SEC source: 0001437749-26-017746 · rdgdoc.xml · derivative · entry 6

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,601

Underlying: Common Stock · 2,485 shares

Expires 2031-09-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: The stock options vested at the rate of one-third per year commencing on September 27, 2022.

Read SEC document
May 18, 2026 Filed May 19, 2026 17:53 UTC
DE LA AGUILERA LUISDirector · President and CEO
SaleClass A Voting Common Stock 2,485 $18.06 $44,879.10
Disclosure

SEC source: 0001437749-26-017746 · rdgdoc.xml · nonDerivative · entry 4

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242,945

F3 · price: The price reported in column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $18.00 to $18.17, inclusive. The reporting person undertakes to provide to USCB, or any security holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 18, 2026 Filed May 19, 2026 17:53 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionClass A Voting Common Stock 2,485 $12.05 $29,944.25
Disclosure

SEC source: 0001437749-26-017746 · rdgdoc.xml · nonDerivative · entry 3

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 245,430

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 15, 2026 Filed May 19, 2026 17:53 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionStock Option (Right to Buy) · Derivative 805 $0.00 Strike: $12.05 $0.00
Disclosure

SEC source: 0001437749-26-017746 · rdgdoc.xml · derivative · entry 5

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,086

Underlying: Common Stock · 805 shares

Expires 2031-09-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: The stock options vested at the rate of one-third per year commencing on September 27, 2022.

Read SEC document
May 15, 2026 Filed May 19, 2026 17:53 UTC
DE LA AGUILERA LUISDirector · President and CEO
SaleClass A Voting Common Stock 805 $18.05 $14,530.25
Disclosure

SEC source: 0001437749-26-017746 · rdgdoc.xml · nonDerivative · entry 2

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242,945

F2 · price: The price reported in column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $18.02 to $18.19, inclusive. The reporting person undertakes to provide to USCB, or any security holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 15, 2026 Filed May 19, 2026 17:53 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionClass A Voting Common Stock 805 $12.05 $9,700.25
Disclosure

SEC source: 0001437749-26-017746 · rdgdoc.xml · nonDerivative · entry 1

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 243,750

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 14, 2026 Filed May 15, 2026 13:20 UTC
ABADIN RAMONDirector
Exercise / conversionStock Option (Right to Buy) · Derivative 4,000 $0.00 Strike: $11.35 $0.00
Disclosure

SEC source: 0001437749-26-017239 · rdgdoc.xml · derivative · entry 5

ABADIN RAMON · CIK 0001916995 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Voting Stock · 4,000 shares

Expires 2029-09-23

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 14, 2026 Filed May 15, 2026 13:20 UTC
ABADIN RAMONDirector
Exercise / conversionStock Option (Right to Buy) · Derivative 5,000 $0.00 Strike: $7.50 $0.00
Disclosure

SEC source: 0001437749-26-017239 · rdgdoc.xml · derivative · entry 4

ABADIN RAMON · CIK 0001916995 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Voting Stock · 5,000 shares

Expires 2027-01-23

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 14, 2026 Filed May 15, 2026 13:20 UTC
ABADIN RAMONDirector
SaleClass A Voting Common Stock 9,000 $18.21 $163,890.00
Disclosure

SEC source: 0001437749-26-017239 · rdgdoc.xml · nonDerivative · entry 3

ABADIN RAMON · CIK 0001916995 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,561

F1 · price: The price reported in column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $18.20 to $18.30, inclusive. The reporting person undertakes to provide to USCB, or any security holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
May 14, 2026 Filed May 15, 2026 13:20 UTC
ABADIN RAMONDirector
Exercise / conversionClass A Voting Common Stock 4,000 $11.35 $45,400.00
Disclosure

SEC source: 0001437749-26-017239 · rdgdoc.xml · nonDerivative · entry 2

ABADIN RAMON · CIK 0001916995 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,561

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 14, 2026 Filed May 15, 2026 13:20 UTC
ABADIN RAMONDirector
Exercise / conversionClass A Voting Common Stock 5,000 $7.50 $37,500.00
Disclosure

SEC source: 0001437749-26-017239 · rdgdoc.xml · nonDerivative · entry 1

ABADIN RAMON · CIK 0001916995 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,561

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 14, 2026 Filed May 15, 2026 14:53 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionStock Option (Right to Buy) · Derivative 22,883 $0.00 Strike: $12.05 $0.00
Disclosure

SEC source: 0001437749-26-017258 · rdgdoc.xml · derivative · entry 6

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,891

Underlying: Common Stock · 22,883 shares

Expires 2031-09-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: The stock options vested at the rate of one-third per year commencing on September 27, 2022.

Read SEC document
May 14, 2026 Filed May 15, 2026 14:53 UTC
DE LA AGUILERA LUISDirector · President and CEO
SaleClass A Voting Common Stock 22,883 $18.20 $416,470.60
Disclosure

SEC source: 0001437749-26-017258 · rdgdoc.xml · nonDerivative · entry 4

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242,945

F3 · price: The price reported in column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $18.10 to $18.34, inclusive. The reporting person undertakes to provide to USCB, or any security holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 14, 2026 Filed May 15, 2026 14:53 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionClass A Voting Common Stock 22,883 $12.05 $275,740.15
Disclosure

SEC source: 0001437749-26-017258 · rdgdoc.xml · nonDerivative · entry 3

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 265,828

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 13, 2026 Filed May 14, 2026 13:33 UTC
ABADIN RAMONDirector
SaleClass A Voting Common Stock 6,552 $18.03 $118,132.56
Disclosure

SEC source: 0001437749-26-016905 · rdgdoc.xml · nonDerivative · entry 1

ABADIN RAMON · CIK 0001916995 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,561

Read SEC document
May 13, 2026 Filed May 15, 2026 14:53 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionStock Option (Right to Buy) · Derivative 19,947 $0.00 Strike: $12.05 $0.00
Disclosure

SEC source: 0001437749-26-017258 · rdgdoc.xml · derivative · entry 5

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 134,774

Underlying: Common Stock · 19,947 shares

Expires 2031-09-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: The stock options vested at the rate of one-third per year commencing on September 27, 2022.

Read SEC document
May 13, 2026 Filed May 15, 2026 14:53 UTC
DE LA AGUILERA LUISDirector · President and CEO
SaleClass A Voting Common Stock 19,947 $18.06 $360,242.82
Disclosure

SEC source: 0001437749-26-017258 · rdgdoc.xml · nonDerivative · entry 2

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242,945

F2 · price: The price reported in column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $18.00 to $18.33, inclusive. The reporting person undertakes to provide to USCB, or any security holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 13, 2026 Filed May 15, 2026 14:53 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionClass A Voting Common Stock 19,947 $12.05 $240,361.35
Disclosure

SEC source: 0001437749-26-017258 · rdgdoc.xml · nonDerivative · entry 1

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 268,171

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 11, 2026 Filed May 13, 2026 16:15 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionStock Option (Right to Buy) · Derivative 5,279 $0.00 Strike: $12.05 $0.00
Disclosure

SEC source: 0001437749-26-016607 · rdgdoc.xml · derivative · entry 3

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 154,721

Underlying: Common Stock · 5,279 shares

Expires 2031-09-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: The stock options vested at the rate of one-third per year commencing on September 27, 2022.

Read SEC document
May 11, 2026 Filed May 13, 2026 16:15 UTC
DE LA AGUILERA LUISDirector · President and CEO
SaleClass A Voting Common Stock 5,279 $18.27 $96,447.33
Disclosure

SEC source: 0001437749-26-016607 · rdgdoc.xml · nonDerivative · entry 2

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242,945

F2 · price: The price reported in column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $18.09 to $18.50, inclusive. The reporting person undertakes to provide to USCB, or any security holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 11, 2026 Filed May 13, 2026 16:15 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionClass A Voting Common Stock 5,279 $12.05 $63,611.95
Disclosure

SEC source: 0001437749-26-016607 · rdgdoc.xml · nonDerivative · entry 1

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 248,224

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 07, 2026 Filed May 11, 2026 18:21 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionStock Option (Right to Buy) · Derivative 10,005 $0.00 Strike: $11.35 $0.00
Disclosure

SEC source: 0001437749-26-016070 · rdgdoc.xml · derivative · entry 3

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,005 shares

Expires 2029-09-23

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: The stock options vested at the rate of one-third per year commencing on September 23, 2020.

Read SEC document
May 07, 2026 Filed May 11, 2026 18:21 UTC
DE LA AGUILERA LUISDirector · President and CEO
SaleClass A Voting Common Stock 10,005 $18.14 $181,490.70
Disclosure

SEC source: 0001437749-26-016070 · rdgdoc.xml · nonDerivative · entry 2

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242,945

F2 · price: The price reported in column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $18.10 to $18.20, inclusive. The reporting person undertakes to provide to USCB, or any security holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 07, 2026 Filed May 11, 2026 18:21 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionClass A Voting Common Stock 10,005 $11.35 $113,556.75
Disclosure

SEC source: 0001437749-26-016070 · rdgdoc.xml · nonDerivative · entry 1

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 252,950

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 06, 2026 Filed May 7, 2026 15:20 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionStock Option (Right to Buy) · Derivative 13,100 $0.00 Strike: $11.35 $0.00
Disclosure

SEC source: 0001437749-26-015426 · rdgdoc.xml · derivative · entry 6

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,005

Underlying: Common Stock · 13,100 shares

Expires 2029-09-23

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: The stock options vested at the rate of one-third per year commencing on September 23, 2020.

Read SEC document
May 06, 2026 Filed May 7, 2026 15:20 UTC
DE LA AGUILERA LUISDirector · President and CEO
SaleClass A Voting Common Stock 13,100 $18.16 $237,896.00
Disclosure

SEC source: 0001437749-26-015426 · rdgdoc.xml · nonDerivative · entry 4

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242,945

F3 · price: The price reported in column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $18.06 to $18.40, inclusive. The reporting person undertakes to provide to USCB, or any security holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 06, 2026 Filed May 7, 2026 15:20 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionClass A Voting Common Stock 13,100 $11.35 $148,685.00
Disclosure

SEC source: 0001437749-26-015426 · rdgdoc.xml · nonDerivative · entry 3

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 256,045

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 05, 2026 Filed May 7, 2026 15:20 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionStock Option (Right to Buy) · Derivative 16,895 $0.00 Strike: $11.35 $0.00
Disclosure

SEC source: 0001437749-26-015426 · rdgdoc.xml · derivative · entry 5

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,105

Underlying: Common Stock · 40,000 shares

Expires 2029-09-23

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: The stock options vested at the rate of one-third per year commencing on September 23, 2020.

Read SEC document
May 05, 2026 Filed May 7, 2026 15:20 UTC
DE LA AGUILERA LUISDirector · President and CEO
SaleClass A Voting Common Stock 16,895 $18.12 $306,137.40
Disclosure

SEC source: 0001437749-26-015426 · rdgdoc.xml · nonDerivative · entry 2

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242,945

F2 · price: The price reported in column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $18.05 to $18.25, inclusive. The reporting person undertakes to provide to USCB, or any security holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 05, 2026 Filed May 7, 2026 15:20 UTC
DE LA AGUILERA LUISDirector · President and CEO
Exercise / conversionClass A Voting Common Stock 16,895 $11.35 $191,758.25
Disclosure

SEC source: 0001437749-26-015426 · rdgdoc.xml · nonDerivative · entry 1

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 259,840

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

Read SEC document
May 01, 2026 Filed May 1, 2026 21:43 UTC
WYCOFF W KIRK10% owner
LUBERT IRA M10% owner
LYNCH JAMES J10% owner
SaleClass A Voting Common Stock 12,848 $18.28 $234,861.44
Disclosure

SEC source: 0001437749-26-014514 · rdgdoc.xml · nonDerivative · entry 2

WYCOFF W KIRK · CIK 0000949197 · 10% owner

Patriot Financial Partners GP II, L.P. · CIK 0002061817 · 10% owner

Patriot Financial Partners II, L.P. · CIK 0001583223 · 10% owner

Patriot Financial Partners Parallel II, L.P. · CIK 0001586224 · 10% owner

Patriot Financial Partners GP II, LLC · CIK 0002061814 · 10% owner

Deutsch James F. · CIK 0001561111 · 10% owner

LUBERT IRA M · CIK 0001203115 · 10% owner

LYNCH JAMES J · CIK 0001222379 · 10% owner

Patriot Financial Manager, L.P. · CIK 0002079600 · 10% owner

Patriot Financial Manager, LLC · CIK 0002079601 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,813,786

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.25 to $18.50, inclusive. The reporting persons undertake to provide to USCB, any security holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

F3 · ownership.direct: This Form 4 is filed jointly by Patriot Financial Partners GP II, LLC ("Patriot LLC"), Patriot Financial Partners GP II, LP. ("Patriot GP"), Patriot Financial Partners II, LP. ("Patriot Fund II"), Patriot Financial Partners Parallel II, LP. ("Patriot Parallel Fund II," together with Patriot Fund II, the "Funds"), Patriot Financial Manager, LLC ("Manager LLC") and Patriot Financial Manager, L.P. ("Manager LP"), W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch.

F4 · ownership.direct: Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch serve as general partners of the Funds and is a member of Patriot LLC. Manager LP, serves as investment manager to the Funds. Manager LLC serves as general partner of Manager LP and W. Kirk Wycoff, Ira M. Lubert and James J. Lynch are members of Manager LLC. James F. Deutsch is a member of the Patriot Funds Investment Committee.

F5 · ownership.direct: The securities owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC, Manager LLC, Manager LP, W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch.

F6 · ownership.direct: After the sales, Manager LP holds 7,500 shares of common stock, Patriot Fund II holds 1,617,670 shares of common stock and Patriot Parallel Fund II holds 188,616 shares of common stock.

F7 · ownership.direct: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds the securities reported herein), and Messrs. Wycoff, Lynch, Lubert and Deutsch each disclaim beneficial ownership of the securities owned by the Funds or Manager LP, except to the extent of their respective pecuniary interest therein.

Read SEC document
April 30, 2026 Filed May 1, 2026 21:43 UTC
WYCOFF W KIRK10% owner
LUBERT IRA M10% owner
LYNCH JAMES J10% owner
SaleClass A Voting Common Stock 37,152 $18.24 $677,652.48
Disclosure

SEC source: 0001437749-26-014514 · rdgdoc.xml · nonDerivative · entry 1

WYCOFF W KIRK · CIK 0000949197 · 10% owner

Patriot Financial Partners GP II, L.P. · CIK 0002061817 · 10% owner

Patriot Financial Partners II, L.P. · CIK 0001583223 · 10% owner

Patriot Financial Partners Parallel II, L.P. · CIK 0001586224 · 10% owner

Patriot Financial Partners GP II, LLC · CIK 0002061814 · 10% owner

Deutsch James F. · CIK 0001561111 · 10% owner

LUBERT IRA M · CIK 0001203115 · 10% owner

LYNCH JAMES J · CIK 0001222379 · 10% owner

Patriot Financial Manager, L.P. · CIK 0002079600 · 10% owner

Patriot Financial Manager, LLC · CIK 0002079601 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,826,634

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.20 to $18.57, inclusive. The reporting persons undertake to provide to USCB, any security holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein.

F3 · ownership.direct: This Form 4 is filed jointly by Patriot Financial Partners GP II, LLC ("Patriot LLC"), Patriot Financial Partners GP II, LP. ("Patriot GP"), Patriot Financial Partners II, LP. ("Patriot Fund II"), Patriot Financial Partners Parallel II, LP. ("Patriot Parallel Fund II," together with Patriot Fund II, the "Funds"), Patriot Financial Manager, LLC ("Manager LLC") and Patriot Financial Manager, L.P. ("Manager LP"), W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch.

F4 · ownership.direct: Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch serve as general partners of the Funds and is a member of Patriot LLC. Manager LP, serves as investment manager to the Funds. Manager LLC serves as general partner of Manager LP and W. Kirk Wycoff, Ira M. Lubert and James J. Lynch are members of Manager LLC. James F. Deutsch is a member of the Patriot Funds Investment Committee.

F5 · ownership.direct: The securities owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC, Manager LLC, Manager LP, W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch.

F6 · ownership.direct: After the sales, Manager LP holds 7,500 shares of common stock, Patriot Fund II holds 1,617,670 shares of common stock and Patriot Parallel Fund II holds 188,616 shares of common stock.

F7 · ownership.direct: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds the securities reported herein), and Messrs. Wycoff, Lynch, Lubert and Deutsch each disclaim beneficial ownership of the securities owned by the Funds or Manager LP, except to the extent of their respective pecuniary interest therein.

Read SEC document
March 08, 2026 Filed Mar 10, 2026 16:06 UTC
Logrono MaricarmenEVP and Chief Risk Officer
Tax withholdingClass A Voting Common Stock 197 $18.45 $3,634.65
Disclosure

SEC source: 0001437749-26-007539 · rdgdoc.xml · nonDerivative · entry 1

Logrono Maricarmen · CIK 0001999607 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,892

F1 · balance_after: Includes 876 shares of restricted stock from a grant of 2,630 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 3,920 shares of restricted stock from a grant of 5,880 shares which commenced vesting at a rate of one-third per year on January 21, 2026 and 6,217 shares of restricted stock which vest at the rate of one-third per year commencing on January 27, 2027.

Read SEC document
March 08, 2026 Filed Mar 10, 2026 16:01 UTC Tax withholdingClass A Voting Common Stock 1,002 $18.45 $18,486.90
Disclosure

SEC source: 0001437749-26-007530 · rdgdoc.xml · nonDerivative · entry 1

Anderson Robert B. · CIK 0001685230 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122,699

F1 · balance_after: Includes 5,861 shares of restricted stock from a grant of 8,792 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 1,375 shares of restricted stock from a grant of 4,127 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 8,333 shares of restricted stock from a grant of 25,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024 and 8,878 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027.

Read SEC document
March 08, 2026 Filed Mar 10, 2026 20:05 UTC
GUERRA-KATTOU MARTHAEVP, Sales and Marketing
Tax withholdingClass A Voting Common Stock 401 $18.45 $7,398.45
Disclosure

SEC source: 0001437749-26-007537 · rdgdoc.xml · nonDerivative · entry 1

GUERRA-KATTOU MARTHA · CIK 0001916962 · EVP, Sales and Marketing

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,638

F1 · balance_after: Includes 885 shares of restricted stock from a grant of 2,655 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 13,333 shares of restricted stock from a grant of 20,000 shares which commenced vesting at a rate of one-third per year on October 28, 2025, 3,938 shares of restricted stock from a grant of 5,907 shares which commenced vesting at a rate of one-third per year on January 21, 2026 and 6,217 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027.

Read SEC document
March 08, 2026 Filed Mar 10, 2026 20:04 UTC
GOMEZ OSCAREVP, Global Banking
Tax withholdingClass A Voting Common Stock 441 $18.45 $8,136.45
Disclosure

SEC source: 0001437749-26-007535 · rdgdoc.xml · nonDerivative · entry 1

GOMEZ OSCAR · CIK 0001916971 · EVP, Global Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,168

F1 · balance_after: Includes 957 shares of restricted stock from a grant of 2,872 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 10,000 shares of restricted stock from a grant of 15,000 shares which commenced vesting at a rate of one-third per year on October 28, 2025, 4,078 shares of restricted stock from a grant of 6,118 shares which commenced vesting at a rate of one-third per year on January 21, 2026 and 6,177 shares of restricted stock which vest at the rate of one-third per year commencing on January 27, 2027.

Read SEC document
March 08, 2026 Filed Mar 10, 2026 20:03 UTC
COLLAZO ANDRESEVP, Operations & IT
Tax withholdingClass A Voting Common Stock 429 $18.45 $7,915.05
Disclosure

SEC source: 0001437749-26-007534 · rdgdoc.xml · nonDerivative · entry 3

COLLAZO ANDRES · CIK 0001916662 · EVP, Operations & IT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,521

F1 · balance_after: Includes 948 shares of restricted stock from a grant of 2,846 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 10,000 shares of restricted stock from a grant of 15,000 shares which commenced vesting at a rate of one-third per year on October 28, 2025, 4,042 shares of restricted stock from a grant of 6,064 shares which commenced vesting at a rate of one-third per year commencing on January 21, 2026 and 6,123 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027.

Read SEC document
March 08, 2026 Filed Mar 10, 2026 20:02 UTC
BUSTLE NICHOLASEVP and Chief Lending Officer
Tax withholdingClass A Voting Common Stock 497 $18.45 $9,169.65
Disclosure

SEC source: 0001437749-26-007531 · rdgdoc.xml · nonDerivative · entry 1

BUSTLE NICHOLAS · CIK 0001916674 · EVP and Chief Lending Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,919

F1 · balance_after: Includes 4,631 shares of restricted stock from a grant of 6,947 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 1,087 shares of restricted stock from a grant of 3,261 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 13,333 shares of restricted stock from a grant of 20,000 shares which commenced vesting at a rate of one-third per year on October 28, 2025 and 7,015 shares of restricted stock which vest at the rate of one-third per year commencing on January 27, 2027.

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March 08, 2026 Filed Mar 10, 2026 20:00 UTC
DE LA AGUILERA LUISDirector · President and CEO
Tax withholdingClass A Voting Common Stock 2,948 $18.45 $54,390.60
Disclosure

SEC source: 0001437749-26-007529 · rdgdoc.xml · nonDerivative · entry 1

DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 242,945

F1 · balance_after: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,082 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.