Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| USCB FINANCIAL HOLDINGS, INC.USCB · Entity 5618 | EVP, Operations & IT | June 08, 2026 | June 08, 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 June 08, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Voting Common StockSEC Table I · non-derivative | Direct | 31,521 |
Reported balance
After 2026-06-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-08 · Sale · Disposed 1,000 · Balance 31,521 F1: 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. |
| Options to Purchase Class A Voting StockSEC Table II · derivative / convertible security · Conversion / exercise price $12.05 · Expires 2031-09-27 | Direct | 30,000 |
Reported balance
Holding disclosure · report date 2026-06-08 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 30,000 F2: The options vested at the rate of one-third per year commencing on September 27, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: The options vested at the rate of one-third per year commencing on September 27, 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 |
|---|---|---|---|---|---|---|
| June 08, 2026 Filed Jun 8, 2026 19:44 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | SaleClass A Voting Common Stock | 1,000 | $19.00 | $19,000.00 |
DisclosureSEC 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 |
| March 08, 2026 Filed Mar 10, 2026 20:03 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 429 | $18.45 | $7,915.05 |
DisclosureSEC 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 07, 2026 Filed Mar 10, 2026 20:03 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | SaleClass A Voting Common Stock | 8,000 | $18.27 | $146,160.00 |
DisclosureSEC source: 0001437749-26-007534 · rdgdoc.xml · nonDerivative · entry 2 COLLAZO ANDRES · CIK 0001916662 · EVP, Operations & IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,950 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 07, 2026 Filed Mar 10, 2026 20:03 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Exercise / conversionClass A Voting Common Stock | 8,000 | $7.50 | $60,000.00 |
DisclosureSEC source: 0001437749-26-007534 · rdgdoc.xml · nonDerivative · entry 1 COLLAZO ANDRES · CIK 0001916662 · EVP, Operations & IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,950 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 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 06, 2026 Filed Mar 10, 2026 20:03 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Exercise / conversionOptions to Purchase Class A Voting Stock · Derivative | 8,000 | $0.00 Strike: $7.50 | $0.00 |
DisclosureSEC source: 0001437749-26-007534 · rdgdoc.xml · derivative · entry 5 COLLAZO ANDRES · CIK 0001916662 · EVP, Operations & IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Voting Common Stock · 8,000 shares Expires 2026-04-25 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 options vested at a rate of one-third per year commencing on April 25, 2017. Read SEC document |
| January 22, 2026 Filed Jan 26, 2026 19:41 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 281 | $20.70 | $5,816.70 |
DisclosureSEC source: 0001437749-26-002053 · rdgdoc.xml · nonDerivative · entry 1 COLLAZO ANDRES · CIK 0001916662 · Executive VP, Operations & IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,827 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, 1,763 shares of restricted stock from a grant of 5,289 shares which commenced vesting at a rate of one-third per year on March 8, 2024, 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 and 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. Read SEC document |
| January 22, 2026 Filed Jan 28, 2026 20:45 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 6,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-002294 · rdgdoc.xml · nonDerivative · entry 1 COLLAZO ANDRES · CIK 0001916662 · Executive VP, Operations & IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,950 F1 · shares: Represents the grant of 6,123 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027. F2 · 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, 1,763 shares of restricted stock from a grant of 5,289 shares which commenced vesting at a rate of one-third per year on March 8, 2024, 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 and 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. Read SEC document |
| January 21, 2026 Filed Jan 23, 2026 18:52 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 600 | $20.38 | $12,228.00 |
DisclosureSEC source: 0001437749-26-001845 · rdgdoc.xml · nonDerivative · entry 1 COLLAZO ANDRES · CIK 0001916662 · Executive VP, Operations & IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,144 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, 1,763 shares of restricted stock from a grant of 5,289 shares which commenced vesting at a rate of one-third per year on March 8, 2024, 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 and 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. Read SEC document |
| October 28, 2025 Filed Oct 30, 2025 16:25 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 1,218 | $17.60 | $21,436.80 |
DisclosureSEC source: 0001437749-25-032353 · rdgdoc.xml · nonDerivative · entry 1 COLLAZO ANDRES · CIK 0001916662 · Executive VP, Operations & IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,744 F1 · balance_after: Includes 1,897 shares of restricted stock of which 949 shares vest on January 22, 2026 and 948 shares vest on January 22, 2027, 1,763 shares of restricted stock of a grant of 5,289 shares which commenced vesting at a rate of one-third per year on March 8, 2024, 10,000 shares of restricted stock of a grant of 15,000 shares which commenced vesting at a rate of one-third per year commencing on October 28, 2025 and 6,064 shares of restricted stock which vest at a rate of one-third per year commencing on January 21, 2026. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 18:23 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 433 | $17.81 | $7,711.73 |
DisclosureSEC source: 0001437749-25-007215 · rdgdoc.xml · nonDerivative · entry 1 COLLAZO ANDRES · CIK 0001916662 · Executive VP, Operations & IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,962 F1 · balance_after: Includes 1,897 shares of restricted stock of which 949 shares vest on January 22, 2026 and 948 shares vest on January 22, 2027, 1,763 shares of restricted stock of a grant of 5,289 shares which commenced vesting at a rate of one-third per year on March 8, 2024, 15,000 shares of restricted stock which vest at a rate of one-third per year commencing on October 28, 2025 and 6,064 shares of restricted stock which vest at a rate of one-third per year commencing on January 21, 2026. Read SEC document |
| January 22, 2025 Filed Jan 24, 2025 18:09 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 281 | $18.27 | $5,133.87 |
DisclosureSEC source: 0001437749-25-001764 · rdgdoc.xml · nonDerivative · entry 1 COLLAZO ANDRES · CIK 0001916662 · Executive VP, Operations & IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,395 F1 · balance_after: Includes 1,897 shares of restricted stock of which 949 shares vest on January 22, 2026 and 948 shares vest on January 22, 2027, 3,526 shares of restricted stock which commenced vesting at a rate of one-third per year on March 8, 2024, 15,000 shares of restricted stock which vest at a rate of one-third per year commencing on October 28, 2025 and 6,064 shares of restricted stock which vest at a rate of one-third per year commencing on January 21, 2026. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 15:30 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 6,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-001664 · rdgdoc.xml · nonDerivative · entry 1 COLLAZO ANDRES · CIK 0001916662 · Executive VP, Operations & IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,676 F1 · shares: Represents the grant of 6,064 shares of restricted stock which vest at a rate of one-third per year commencing on January 21, 2026. F2 · balance_after: Includes 2,846 shares of restricted stock which commenced vesting at a rate of one-third per year on January 22, 2025, 3,526 shares of restricted stock which commenced vesting at a rate of one-third per year on March 8, 2024, and 15,000 shares of restricted stock which vest at a rate of one-third per year commencing on October 28, 2025. Read SEC document |
| October 28, 2024 Filed Oct 30, 2024 21:16 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-032652 · rdgdoc.xml · nonDerivative · entry 1 COLLAZO ANDRES · CIK 0001916662 · Executive VP, Operations & IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,612 F1 · shares: Represents the grant of 15,000 shares of restricted stock which vest at a rate of one-third per year commencing on October 28, 2025. F2 · balance_after: Includes 2,846 shares of restricted stock which vest at a rate of one-third per year commencing on January 22, 2025, and 3,526 shares of restricted stock which vest at a rate of one-third per year commencing on March 8, 2024. Read SEC document |
| March 08, 2024 Filed Mar 11, 2024 17:28 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 523 | $11.15 | $5,831.45 |
DisclosureSEC source: 0001437749-24-007311 · rdgdoc.xml · nonDerivative · entry 1 COLLAZO ANDRES · CIK 0001916662 · Executive VP, Operations & IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,612 F1 · balance_after: Includes 2,846 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 1/22/2024, and 3,526 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 |
| January 22, 2024 Filed Jan 24, 2024 21:30 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 2,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002063 · rdgdoc.xml · nonDerivative · entry 1 COLLAZO ANDRES · CIK 0001916662 · Executive VP, Operations & IT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,135 F1 · shares: Represents the grant of 2,846 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 1/22/2024. F2 · balance_after: Includes 5,289 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 |
| March 08, 2023 Filed Mar 10, 2023 19:00 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 5,289 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-006137 · rdgdoc.xml · nonDerivative · entry 1 COLLAZO ANDRES · CIK 0001916662 · Executive VP, Operations & IT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,289 F1 · shares: Represents the grant of 5,289 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.