Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| USCB FINANCIAL HOLDINGS, INC.USCB · Entity 5618 | EVP/General Counsel | March 08, 2023 | March 10, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
USCB FINANCIAL HOLDINGS, INC.
Report date March 08, 2023 · Filed March 10, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Voting Common StockSEC Table I · non-derivative | Direct | 20,624 |
Reported balance
After 2023-03-08 transaction · row 1
1 source rowRow 1 · 2023-03-08 · Grant · Acquired 5,624 · Balance 20,624 F1: Represents the grant of 5,624 shares of restricted stock which vest at a rate of one-third per year commencing on the first anniversary of the date of grant, which was 3/8/2023. |
| Options to Purchase Class A Voting StockSEC Table II · derivative / convertible security · Conversion / exercise price $7.50 · Expires 2026-03-23 | Direct | 8,000 |
Reported balance
Holding disclosure · report date 2023-03-08 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 8,000 F2: The options vest at a rate of one-third per year commencing on the first anniversary of the date of grant, which was 3/23/2016. |
| Options to Purchase Class A Voting StockSEC Table II · derivative / convertible security · Conversion / exercise price $8.75 · Expires 2030-09-10 | Direct | 8,000 |
Reported balance
Holding disclosure · report date 2023-03-08 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 8,000 F3: The options vest at a rate of one-third per year commencing on the first anniversary of the date of grant, which was 9/10/2020. |
| Options to Purchase Class A Voting StockSEC Table II · derivative / convertible security · Conversion / exercise price $12.05 · Expires 2031-09-27 | Direct | 60,000 |
Reported balance
Holding disclosure · report date 2023-03-08 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 60,000 F4: The options vest at a rate of one-third per year commencing on the first anniversary of the date of grant, which was 9/27/2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of 5,624 shares of restricted stock which vest at a rate of one-third per year commencing on the first anniversary of the date of grant, which was 3/8/2023.
F2: The options vest at a rate of one-third per year commencing on the first anniversary of the date of grant, which was 3/23/2016.
F3: The options vest at a rate of one-third per year commencing on the first anniversary of the date of grant, which was 9/10/2020.
F4: The options vest at a rate of one-third per year commencing on the first anniversary of the date of grant, which was 9/27/2021.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 08, 2023 Filed Mar 10, 2023 18:54 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 5,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-006132 · rdgdoc.xml · nonDerivative · entry 1 Shehadeh Jalal · CIK 0001949934 · EVP/General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,624 F1 · shares: Represents the grant of 5,624 shares of restricted stock which vest at a rate of one-third per year commencing on the first anniversary of the date of grant, which was 3/8/2023. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.