Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| USCB FINANCIAL HOLDINGS, INC.USCB · Entity 5618 | SVP, Chief Credit Officer | July 06, 2026 | July 09, 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.
USCB FINANCIAL HOLDINGS, INC.
Report date July 06, 2026 · Filed July 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Voting Common StockSEC Table I · non-derivative | Direct | 25,197 |
Reported balance
After 2026-07-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-06 · Grant · Acquired 15,000 · Balance 25,197 F1: Represents the grant of 15,000 shares of restricted stock which vest on July 6, 2029. F2: 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. |
| Option to Purchase Class A Voting Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $8.75 · Expires 2031-02-26 | Direct | 6,000 |
Reported balance
Holding disclosure · report date 2026-07-06 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 6,000 F3: The options vested at a rate of one-third per year commencing on February 26, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of 15,000 shares of restricted stock which vest on July 6, 2029.
F2: 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.
F3: The options vested at a rate of one-third per year commencing on February 26, 2022.
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 |
|---|---|---|---|---|---|---|
| July 06, 2026 Filed Jul 9, 2026 19:26 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.