Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Usio, Inc.USIO · Entity 2166 | Director · Chairman, President and CEO · 10% owner | 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 | 3,510,579 |
Ending reported balance
After 2026-08-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-21 · Exercise / conversion · Acquired 7,000 · Balance 3,513,334 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 2,755 · Balance 3,510,579 F2: The reporting person returned 2,755 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 | 42,000 |
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 7,000 · Balance 42,000 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 2,755 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 |
|---|---|---|---|---|---|---|
| February 21, 2024 Filed Mar 20, 2024 21:08 UTC | Usio, Inc. USIO · Entity 2166 | Tax withholdingCommon Stock | 4,912 | $1.57 | $7,711.84 |
DisclosureSEC source: 0001089351-24-000001 · primary_doc.xml · nonDerivative · entry 2 HOCH LOUIS A · CIK 0001089351 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,032,817 F2 · shares: The reporting person returned 4,912 shares to the issuer at the closing price on 02/21/2024 of $1.57 to cover taxes due. Read SEC document |
| February 21, 2024 Filed Mar 20, 2024 21:08 UTC | Usio, Inc. USIO · Entity 2166 | Exercise / conversionCommon Stock | 11,000 | $1.57 | $17,270.00 |
DisclosureSEC source: 0001089351-24-000001 · primary_doc.xml · nonDerivative · entry 1 HOCH LOUIS A · CIK 0001089351 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,037,729 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 02/21/2023 and vested 02/21/2024. Read SEC document |
| November 18, 2023 Filed Nov 20, 2023 21:16 UTC | Usio, Inc. USIO · Entity 2166 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $1.70 Strike: $0.00 | $16,999.00 |
DisclosureSEC source: 0001089351-23-000002 · primary_doc.xml · derivative · entry 3 HOCH LOUIS A · CIK 0001089351 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,000 Underlying: Common Stock · 10,000 shares Expires 2031-11-18 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 to him on 11/18/2021 and vested 11/18/2023 Read SEC document |
| November 18, 2023 Filed Nov 20, 2023 21:16 UTC | Usio, Inc. USIO · Entity 2166 | Tax withholdingCommon Stock | 3,927 | $1.70 | $6,675.51 |
DisclosureSEC source: 0001089351-23-000002 · primary_doc.xml · nonDerivative · entry 2 HOCH LOUIS A · CIK 0001089351 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,026,729 F2 · shares: The reporting person returned 3,927 shares to the issuer at the closing price on 11/17/2023 of $1.6999 to cover taxes due. Read SEC document |
| November 18, 2023 Filed Nov 20, 2023 21:16 UTC | Usio, Inc. USIO · Entity 2166 | Exercise / conversionCommon Stock | 10,000 | $1.70 | $16,999.00 |
DisclosureSEC source: 0001089351-23-000002 · primary_doc.xml · nonDerivative · entry 1 HOCH LOUIS A · CIK 0001089351 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,030,656 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 to him on 11/18/2021 and vested 11/18/2023 Read SEC document |
| February 21, 2023 Filed Feb 21, 2023 21:58 UTC | Usio, Inc. USIO · Entity 2166 | GrantRestricted Stock Units · Derivative | 11,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001089351-23-000001 · primary_doc.xml · derivative · entry 4 HOCH LOUIS A · CIK 0001089351 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,000 Underlying: Common Stock · 11,000 shares Expires 2033-02-21 F4 · shares: Restricted stock units vests 02/21/2026. Read SEC document |
| February 21, 2023 Filed Feb 21, 2023 21:58 UTC | Usio, Inc. USIO · Entity 2166 | GrantRestricted Stock Units · Derivative | 11,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001089351-23-000001 · primary_doc.xml · derivative · entry 3 HOCH LOUIS A · CIK 0001089351 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,000 Underlying: Common Stock · 11,000 shares Expires 2033-02-21 F3 · shares: Restricted stock units vests 02/21/2025. Read SEC document |
| February 21, 2023 Filed Feb 21, 2023 21:58 UTC | Usio, Inc. USIO · Entity 2166 | GrantRestricted Stock Units · Derivative | 11,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001089351-23-000001 · primary_doc.xml · derivative · entry 2 HOCH LOUIS A · CIK 0001089351 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,000 Underlying: Common Stock · 11,000 shares Expires 2033-02-21 F2 · shares: Restricted stock units vests 02/21/2024. Read SEC document |
| February 21, 2023 Filed Feb 21, 2023 21:58 UTC | Usio, Inc. USIO · Entity 2166 | GrantCommon Stock | 330,000 | $1.75 | $577,500.00 |
DisclosureSEC source: 0001089351-23-000001 · primary_doc.xml · nonDerivative · entry 1 HOCH LOUIS A · CIK 0001089351 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,020,656 F1 · shares: Vests 02/21/2033 or change of control or per terms of employment agreement. Read SEC document |
| November 18, 2022 Filed Nov 21, 2022 19:40 UTC | Usio, Inc. USIO · Entity 2166 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001089351-22-000002 · primary_doc.xml · derivative · entry 3 HOCH LOUIS A · CIK 0001089351 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 10,000 shares Expires 2031-11-18 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 to him on 11/18/2021 and vested 11/18/2022 Read SEC document |
| November 18, 2022 Filed Nov 21, 2022 19:40 UTC | Usio, Inc. USIO · Entity 2166 | Tax withholdingCommon Stock | 3,935 | $2.35 | $9,247.25 |
DisclosureSEC source: 0001089351-22-000002 · primary_doc.xml · nonDerivative · entry 2 HOCH LOUIS A · CIK 0001089351 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,690,656 F2 · shares: The reporting person returned 3,935 shares to the issuer at the closing price on 11/18/2022 of $2.35 to cover taxes due. Read SEC document |
| November 18, 2022 Filed Nov 21, 2022 19:40 UTC | Usio, Inc. USIO · Entity 2166 | Exercise / conversionCommon Stock | 10,000 | $2.35 | $23,500.00 |
DisclosureSEC source: 0001089351-22-000002 · primary_doc.xml · nonDerivative · entry 1 HOCH LOUIS A · CIK 0001089351 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,694,591 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 to him on 11/18/2021 and vested 11/18/2022 Read SEC document |
| October 04, 2022 Filed Oct 6, 2022 16:36 UTC | Usio, Inc. USIO · Entity 2166 | Tax withholdingCommon Stock | 26,234 | $1.63 | $42,761.42 |
DisclosureSEC source: 0001089351-22-000001 · primary_doc.xml · nonDerivative · entry 1 HOCH LOUIS A · CIK 0001089351 · Director · Chairman, President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,684,591 F1 · shares: Non-market transaction. Shares originally granted to employee on 10/4/2012 with a vesting date of 10/4/2022. Filer returned 26,234 shares to issuer for payment of payroll taxes due to the vesting of shares. Read SEC document |
| November 22, 2021 Filed Nov 22, 2021 21:53 UTC | Usio, Inc. USIO · Entity 2166 | SaleCommon Stock | 2,000 | $8.44 | $16,880.00 |
DisclosureSEC source: 0001089351-21-000001 · primary_doc.xml · nonDerivative · entry 2 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,710,825 F2 · shares: This trade was effected pursuant to a 10(b)5-1 plan effective June 14, 2021. Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 21:53 UTC | Usio, Inc. USIO · Entity 2166 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001089351-21-000001 · primary_doc.xml · derivative · entry 5 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 10,000 shares Expires 2031-11-18 F5 · shares: Restricted stock units vests 11/18/2024. Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 21:53 UTC | Usio, Inc. USIO · Entity 2166 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001089351-21-000001 · primary_doc.xml · derivative · entry 4 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 10,000 shares Expires 2031-11-18 F4 · shares: Restricted stock units vests 11/18/2023. Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 21:53 UTC | Usio, Inc. USIO · Entity 2166 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001089351-21-000001 · primary_doc.xml · derivative · entry 3 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2031-11-18 F3 · shares: Restricted stock units vests 11/18/2022. Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 21:53 UTC | Usio, Inc. USIO · Entity 2166 | GrantCommon Stock | 100,000 | $6.39 | $639,000.00 |
DisclosureSEC source: 0001089351-21-000001 · primary_doc.xml · nonDerivative · entry 1 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,712,825 F1 · shares: Vests 11/18/2031 or change of control or per terms of employment agreement. Read SEC document |
| November 06, 2020 Filed Nov 9, 2020 21:42 UTC | Usio, Inc. USIO · Entity 2166 | GiftCommon Stock | 62,088 | $1.47 | $91,269.36 |
DisclosureSEC source: 0001089351-20-000003 · primary_doc.xml · nonDerivative · entry 1 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,612,825 F1 · shares: This transaction represents a transfer of shares for the purposes of estate planning, and not a purchase or sale, of securities by the Reporting Person to the Irrevocable Trust of Carmela Hoch, an irrevocable trust established for the benefit of the Reporting Persons minor child. An independent third-party is the trustee of the Irrevocable Trust of Carmela Hoch. The Reporting Person disclaims beneficial ownership of the securities. Read SEC document |
| November 01, 2020 Filed Nov 3, 2020 20:55 UTC | Usio, Inc. USIO · Entity 2166 | Disposition to issuerCommon Stock | 54,756 | $1.58 | $86,350.21 |
DisclosureSEC source: 0001089351-20-000002 · primary_doc.xml · nonDerivative · entry 2 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,674,913 F2 · shares: The issuer repurchased the shares at the closing price on October 15, 2020 to cover payroll taxes due. Read SEC document |
| November 01, 2020 Filed Nov 3, 2020 20:55 UTC | Usio, Inc. USIO · Entity 2166 | GrantCommon Stock | 136,891 | $1.58 | $215,877.11 |
DisclosureSEC source: 0001089351-20-000002 · primary_doc.xml · nonDerivative · entry 1 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,729,669 F1 · shares: Stock grant priced as of the closing price on 10/15/2020 and granted on 11/1/2020 per terms of the executive's employment agreement. Read SEC document |
| April 01, 2020 Filed Apr 1, 2020 20:21 UTC | Usio, Inc. USIO · Entity 2166 | GrantCommon Stock | 300,000 | $1.08 | $324,000.00 |
DisclosureSEC source: 0001089351-20-000001 · primary_doc.xml · nonDerivative · entry 1 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,592,778 F1 · shares: Vests 04/01/2030 or change of control or per terms in the executive's employment agreement. Read SEC document |
| January 09, 2018 Filed Jan 10, 2018 20:37 UTC | Usio, Inc. PYDS · Entity 2166 | Disposition to issuerCommon Stock | 158,476 | $2.40 | $380,342.40 |
DisclosureSEC source: 0001089351-18-000001 · primary_doc.xml · nonDerivative · entry 1 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,292,778 F1 · kind: The issuer repurchased the shares at the closing price on January 9, 2016 to cover payroll taxes due. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 17:53 UTC | Usio, Inc. PYDS · Entity 2166 | SaleCommon Stock | 28,718 | $2.85 | $81,860.66 |
DisclosureSEC source: 0001089351-17-000004 · primary_doc.xml · nonDerivative · entry 1 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,451,254 Read SEC document |
| November 30, 2017 Filed Nov 30, 2017 22:38 UTC | Usio, Inc. PYDS · Entity 2166 | SaleCommon Stock | 14,120 | $2.25 | $31,743.17 |
DisclosureSEC source: 0001089351-17-000003 · primary_doc.xml · nonDerivative · entry 3 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,479,972 Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 22:38 UTC | Usio, Inc. PYDS · Entity 2166 | SaleCommon Stock | 4,521 | $2.26 | $10,224.69 |
DisclosureSEC source: 0001089351-17-000003 · primary_doc.xml · nonDerivative · entry 2 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,494,092 Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 22:38 UTC | Usio, Inc. PYDS · Entity 2166 | SaleCommon Stock | 6,500 | $2.24 | $14,574.95 |
DisclosureSEC source: 0001089351-17-000003 · primary_doc.xml · nonDerivative · entry 1 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,498,613 Read SEC document |
| November 22, 2017 Filed Nov 27, 2017 21:39 UTC | Usio, Inc. PYDS · Entity 2166 | GrantCommon Stock | 300,000 | $2.21 | $663,000.00 |
DisclosureSEC source: 0001089351-17-000002 · primary_doc.xml · nonDerivative · entry 1 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,505,113 F1 · shares: Vests 11/21/2027 or change of control or per terms of employment agreement Read SEC document |
| November 20, 2017 Filed Nov 20, 2017 22:02 UTC | Usio, Inc. PYDS · Entity 2166 | SaleCommon Stock | 5,000 | $2.48 | $12,400.00 |
DisclosureSEC source: 0001089351-17-000001 · primary_doc.xml · nonDerivative · entry 3 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,205,113 Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 22:02 UTC | Usio, Inc. PYDS · Entity 2166 | SaleCommon Stock | 12,000 | $2.48 | $29,760.00 |
DisclosureSEC source: 0001089351-17-000001 · primary_doc.xml · nonDerivative · entry 2 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,210,113 Read SEC document |
| November 16, 2017 Filed Nov 20, 2017 22:02 UTC | Usio, Inc. PYDS · Entity 2166 | SaleCommon Stock | 7,859 | $2.50 | $19,647.50 |
DisclosureSEC source: 0001089351-17-000001 · primary_doc.xml · nonDerivative · entry 1 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,222,113 Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 23:22 UTC | Usio, Inc. PYDS · Entity 2166 | Disposition to issuerCommon Stock | 124,542 | $1.75 | $217,948.50 |
DisclosureSEC source: 0001171843-16-013804 · formfour.xml · nonDerivative · entry 1 HOCH LOUIS A · CIK 0001089351 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,229,972 F1 · kind: The issuer repurchased the shares at the closing price on December 27, 2016 to cover payroll taxes due. Read SEC document |
| November 29, 2016 Filed Nov 30, 2016 22:39 UTC | Usio, Inc. PYDS · Entity 2166 | SaleCommon Stock | 4,540 | $1.73 | $7,854.20 |
DisclosureSEC source: 0001089351-16-000087 · primary_doc.xml · nonDerivative · entry 2 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,354,514 Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 22:39 UTC | Usio, Inc. PYDS · Entity 2166 | SaleCommon Stock | 1,414 | $1.75 | $2,474.50 |
DisclosureSEC source: 0001089351-16-000087 · primary_doc.xml · nonDerivative · entry 1 HOCH LOUIS A · CIK 0001089351 · Director · President and CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,359,054 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.