Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Usio, Inc.USIO · Entity 2166 | Head of Card Issuing | August 21, 2026 | August 25, 2026 |
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.
Usio, Inc.
Report date August 21, 2026 · Filed August 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 249,212 |
Ending reported balance
After 2026-08-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-21 · Exercise / conversion · Acquired 6,000 · Balance 251,270 F1: The reporting person received these shares of common stock due to the vesting and subsequent conversion of restricted stock units granted on August 21, 2025, and vested on August 21, 2026. Row 2 · 2026-08-21 · Tax withholding · Disposed 2,058 · Balance 249,212 F2: The reporting person returned 2,058 shares to the issuer at the closing price of 2.81 on August 21, 2026, to cover taxes due. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2035-08-21 | Direct | 43,000 |
Reported balance
After 2026-08-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-21 · Exercise / conversion · Disposed 6,000 · Balance 43,000 F1: The reporting person received these shares of common stock due to the vesting and subsequent conversion of restricted stock units granted on August 21, 2025, and vested on August 21, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person received these shares of common stock due to the vesting and subsequent conversion of restricted stock units granted on August 21, 2025, and vested on August 21, 2026.
F2: The reporting person returned 2,058 shares to the issuer at the closing price of 2.81 on August 21, 2026, to cover taxes due.
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 |
|---|---|---|---|---|---|---|
| August 21, 2026 Filed Aug 25, 2026 20:16 UTC | Usio, Inc. USIO · Entity 2166 | Exercise / conversionRestricted Stock Units · Derivative | 6,000 | $2.81 Strike: $0.00 | $16,860.00 |
DisclosureSEC source: 0001096906-26-001295 · form4.xml · derivative · entry 3 Uffner Jerry · CIK 0002028182 · Head of Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,000 Underlying: Restricted Stock Units · 6,000 shares Expires 2035-08-21 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 · shares: The reporting person received these shares of common stock due to the vesting and subsequent conversion of restricted stock units granted on August 21, 2025, and vested on August 21, 2026. F1 · derivative.underlying_shares: The reporting person received these shares of common stock due to the vesting and subsequent conversion of restricted stock units granted on August 21, 2025, and vested on August 21, 2026. Read SEC document |
| August 21, 2026 Filed Aug 25, 2026 20:16 UTC | Usio, Inc. USIO · Entity 2166 | Tax withholdingCommon Stock | 2,058 | $2.81 | $5,782.98 |
DisclosureSEC source: 0001096906-26-001295 · form4.xml · nonDerivative · entry 2 Uffner Jerry · CIK 0002028182 · Head of Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249,212 F2 · shares: The reporting person returned 2,058 shares to the issuer at the closing price of 2.81 on August 21, 2026, to cover taxes due. Read SEC document |
| August 21, 2026 Filed Aug 25, 2026 20:16 UTC | Usio, Inc. USIO · Entity 2166 | Exercise / conversionCommon Stock | 6,000 | $2.81 | $16,860.00 |
DisclosureSEC source: 0001096906-26-001295 · form4.xml · nonDerivative · entry 1 Uffner Jerry · CIK 0002028182 · Head of Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,270 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 · shares: The reporting person received these shares of common stock due to the vesting and subsequent conversion of restricted stock units granted on August 21, 2025, and vested on August 21, 2026. Read SEC document |
| June 21, 2026 Filed Jun 22, 2026 21:49 UTC | Usio, Inc. USIO · Entity 2166 | Exercise / conversionRestricted Stock Units · Derivative | 4,000 | $1.82 Strike: $0.00 | $7,280.00 |
DisclosureSEC source: 0001096906-26-000979 · form4.xml · derivative · entry 3 Uffner Jerry · CIK 0002028182 · SVP, Head of Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,000 Underlying: Common Shares · 4,000 shares Expires 2034-06-21 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 · shares: The reporting person received these shares of common stock due to the vesting and subsequent conversion of restricted stock units granted on 06/21/2024 and vested 06/21/2026. Read SEC document |
| June 21, 2026 Filed Jun 22, 2026 21:49 UTC | Usio, Inc. USIO · Entity 2166 | Tax withholdingCommon Stock | 1,368 | $1.82 | $2,489.76 |
DisclosureSEC source: 0001096906-26-000979 · form4.xml · nonDerivative · entry 2 Uffner Jerry · CIK 0002028182 · SVP, Head of Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,270 F2 · shares: The reporting person returned 1,368 shares to the issuer on 06/21/2026 at the closing price of 1.82 to cover taxes due. Read SEC document |
| June 21, 2026 Filed Jun 22, 2026 21:49 UTC | Usio, Inc. USIO · Entity 2166 | Exercise / conversionCommon Stock | 4,000 | $1.82 | $7,280.00 |
DisclosureSEC source: 0001096906-26-000979 · form4.xml · nonDerivative · entry 1 Uffner Jerry · CIK 0002028182 · SVP, Head of Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 246,638 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 · shares: The reporting person received these shares of common stock due to the vesting and subsequent conversion of restricted stock units granted on 06/21/2024 and vested 06/21/2026. Read SEC document |
| June 11, 2026 Filed Jun 16, 2026 00:12 UTC | Usio, Inc. USIO · Entity 2166 | GrantRestricted Stock Units · Derivative | 5,000 | $1.71 Strike: $0.00 | $8,550.00 |
DisclosureSEC source: 0001096906-26-000958 · form4.xml · derivative · entry 4 Uffner Jerry · CIK 0002028182 · SVP Card Issuing SLS & Bus Dev 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,000 Underlying: Common Shares · 5,000 shares Expires 2036-06-11 F3 · shares: Restricted Stock Units vests on 06/11/2029. Read SEC document |
| June 11, 2026 Filed Jun 16, 2026 00:12 UTC | Usio, Inc. USIO · Entity 2166 | GrantRestricted Stock Units · Derivative | 5,000 | $1.71 Strike: $0.00 | $8,550.00 |
DisclosureSEC source: 0001096906-26-000958 · form4.xml · derivative · entry 3 Uffner Jerry · CIK 0002028182 · SVP Card Issuing SLS & Bus Dev 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,000 Underlying: Common Shares · 5,000 shares Expires 2036-06-11 F2 · shares: Restricted Stock Units vests on 06/11/2028. Read SEC document |
| June 11, 2026 Filed Jun 16, 2026 00:12 UTC | Usio, Inc. USIO · Entity 2166 | GrantRestricted Stock Units · Derivative | 5,000 | $1.71 Strike: $0.00 | $8,550.00 |
DisclosureSEC source: 0001096906-26-000958 · form4.xml · derivative · entry 2 Uffner Jerry · CIK 0002028182 · SVP Card Issuing SLS & Bus Dev 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,000 Underlying: Common Shares · 5,000 shares Expires 2036-06-11 F1 · shares: Restricted Stock Units vests on 06/11/2027. Read SEC document |
| June 11, 2026 Filed Jun 16, 2026 00:12 UTC | Usio, Inc. USIO · Entity 2166 | GrantCommon Stock | 40,000 | $1.71 | $68,400.00 |
DisclosureSEC source: 0001096906-26-000958 · form4.xml · nonDerivative · entry 1 Uffner Jerry · CIK 0002028182 · SVP Card Issuing SLS & Bus Dev 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 242,638 F4 · shares: Vests 06/11/2036 or change of control or per terms of employment agreement. Read SEC document |
| August 21, 2025 Filed Aug 22, 2025 16:20 UTC | Usio, Inc. USIO · Entity 2166 | GrantRestriced Stock Units · Derivative | 6,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001096906-25-001401 · form4.xml · derivative · entry 4 Uffner Jerry · CIK 0002028182 · SVP, Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,000 Underlying: Common Shares · 6,000 shares Expires 2035-08-21 F3 · shares: Restricted Stock Units vests on 08/21/2028 or change in control. Read SEC document |
| August 21, 2025 Filed Aug 22, 2025 16:20 UTC | Usio, Inc. USIO · Entity 2166 | GrantRestriced Stock Units · Derivative | 6,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001096906-25-001401 · form4.xml · derivative · entry 3 Uffner Jerry · CIK 0002028182 · SVP, Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Shares · 6,000 shares Expires 2035-08-21 F2 · shares: Restricted Stock Units vests on 08/21/2027 or change in control. Read SEC document |
| August 21, 2025 Filed Aug 22, 2025 16:20 UTC | Usio, Inc. USIO · Entity 2166 | GrantRestriced Stock Units · Derivative | 6,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001096906-25-001401 · form4.xml · derivative · entry 2 Uffner Jerry · CIK 0002028182 · SVP, Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,000 Underlying: Common Shares · 6,000 shares Expires 2035-08-21 F4 · shares: Restricted Stock Units vests on 08/21/2026 or change in control. Read SEC document |
| August 21, 2025 Filed Aug 22, 2025 16:20 UTC | Usio, Inc. USIO · Entity 2166 | GrantCommon Stock | 40,000 | $1.44 | $57,600.00 |
DisclosureSEC source: 0001096906-25-001401 · form4.xml · nonDerivative · entry 1 Uffner Jerry · CIK 0002028182 · SVP, Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 242,638 F1 · shares: Vests 08/21/2035 or change of control. Read SEC document |
| June 21, 2025 Filed Jun 24, 2025 20:45 UTC | Usio, Inc. USIO · Entity 2166 | Exercise / conversionRestriced Stock Units · Derivative | 4,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001096906-25-001026 · form4.xml · derivative · entry 3 Uffner Jerry · CIK 0002028182 · SVP, Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,000 Underlying: Common Stock · 4,000 shares Expires 2034-06-21 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 · derivative.underlying_shares: The reporting person received these shares of common stock due to the vesting and subsequent conversion of restricted stock units granted on 6/21/2024 and vested 6/21/2025. Read SEC document |
| June 21, 2025 Filed Jun 24, 2025 20:45 UTC | Usio, Inc. USIO · Entity 2166 | Tax withholdingCommon Stock | 1,362 | $1.44 | $1,961.28 |
DisclosureSEC source: 0001096906-25-001026 · form4.xml · nonDerivative · entry 2 Uffner Jerry · CIK 0002028182 · SVP, Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,638 F2 · shares: The reporting person returned 1,362 shares to the issuer at the closing price on 6/21/2025 of 1.44 to cover taxes due. Read SEC document |
| June 21, 2025 Filed Jun 24, 2025 20:45 UTC | Usio, Inc. USIO · Entity 2166 | Exercise / conversionCommon Stock | 4,000 | $1.44 | $5,760.00 |
DisclosureSEC source: 0001096906-25-001026 · form4.xml · nonDerivative · entry 1 Uffner Jerry · CIK 0002028182 · SVP, Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,000 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 · shares: The reporting person received these shares of common stock due to the vesting and subsequent conversion of restricted stock units granted on 6/21/2024 and vested 6/21/2025. Read SEC document |
| June 21, 2025 Filed Aug 22, 2025 16:40 UTC Amendment | Usio, Inc. USIO · Entity 2166 | Exercise / conversionRestriced Stock Units · Derivative | 4,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001096906-25-001406 · form4.xml · derivative · entry 3 Uffner Jerry · CIK 0002028182 · SVP, Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,000 Underlying: Common Stock · 4,000 shares Expires 2034-06-21 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 · shares: The reporting person received these shares of common stock due to the vesting and subsequent conversion of restricted stock units granted on 6/21/2024 and vested 6/21/2025. F1 · derivative.underlying_shares: The reporting person received these shares of common stock due to the vesting and subsequent conversion of restricted stock units granted on 6/21/2024 and vested 6/21/2025. Read SEC document |
| June 21, 2025 Filed Aug 22, 2025 16:40 UTC Amendment | Usio, Inc. USIO · Entity 2166 | Tax withholdingCommon Stock | 1,362 | $1.44 | $1,961.28 |
DisclosureSEC source: 0001096906-25-001406 · form4.xml · nonDerivative · entry 2 Uffner Jerry · CIK 0002028182 · SVP, Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,638 F2 · shares: The reporting person returned 1,362 shares to the issuer at the closing price on 6/21/2025 of 1.44 to cover taxes due. Read SEC document |
| June 21, 2025 Filed Aug 22, 2025 16:40 UTC Amendment | Usio, Inc. USIO · Entity 2166 | Exercise / conversionCommon Stock | 4,000 | $1.44 | $5,760.00 |
DisclosureSEC source: 0001096906-25-001406 · form4.xml · nonDerivative · entry 1 Uffner Jerry · CIK 0002028182 · SVP, Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,000 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 · shares: The reporting person received these shares of common stock due to the vesting and subsequent conversion of restricted stock units granted on 6/21/2024 and vested 6/21/2025. Read SEC document |
| June 21, 2024 Filed Jun 25, 2024 14:42 UTC | Usio, Inc. USIO · Entity 2166 | GrantRestricted Stock Units · Derivative | 4,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002028182-24-000002 · primary_doc.xml · derivative · entry 4 Uffner Jerry · CIK 0002028182 · SVP, Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,000 Underlying: Common Stock · 4,000 shares Expires 2034-06-21 F4 · shares: Restricted stock units vests 06/21/2027. Read SEC document |
| June 21, 2024 Filed Jun 25, 2024 14:42 UTC | Usio, Inc. USIO · Entity 2166 | GrantRestricted Stock Units · Derivative | 4,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002028182-24-000002 · primary_doc.xml · derivative · entry 3 Uffner Jerry · CIK 0002028182 · SVP, Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,000 Underlying: Common Stock · 4,000 shares Expires 2034-06-21 F3 · shares: Restricted stock units vests 06/21/2026. Read SEC document |
| June 21, 2024 Filed Jun 25, 2024 14:42 UTC | Usio, Inc. USIO · Entity 2166 | GrantRestricted Stock Units · Derivative | 4,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0002028182-24-000002 · primary_doc.xml · derivative · entry 2 Uffner Jerry · CIK 0002028182 · SVP, Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,000 Underlying: Common Stock · 4,000 shares Expires 2034-06-21 F2 · shares: Restricted stock units vests 06/21/2025. Read SEC document |
| June 21, 2024 Filed Jun 25, 2024 14:42 UTC | Usio, Inc. USIO · Entity 2166 | GrantCommon Stock | 100,000 | $1.55 | $155,000.00 |
DisclosureSEC source: 0002028182-24-000002 · primary_doc.xml · nonDerivative · entry 1 Uffner Jerry · CIK 0002028182 · SVP, Card Issuing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,000 F1 · shares: Vests 06/21/2034. 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.