Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| USCB FINANCIAL HOLDINGS, INC.USCB · Entity 5618 | Director · President and CEO | May 21, 2026 | May 22, 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 May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Voting Common StockSEC Table I · non-derivative | Direct | 242,945 |
Last balance in matching sequence
After 2026-05-21 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-05-21 · Exercise / conversion · Acquired 49,414 · Balance 292,359 F1: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024. Row 2 · 2026-05-21 · Sale · Disposed 49,414 · Balance 242,945 F2: The price reported in column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $18.07 to $18.47, inclusive. The reporting person undertakes to provide to USCB, or any security holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.05 · Expires 2031-09-27 | Direct | 17,430 |
Reported balance
After 2026-05-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-21 · Exercise / conversion · Disposed 49,414 · Balance 17,430 F3: The stock options vested at the rate of one-third per year commencing on September 27, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes the grant of 27,632 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027, 17,102 shares of restricted stock from a grant of 25,653 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 4,045 shares of restricted stock from a grant of 12,136 shares which commenced vesting at a rate of one-third per year on January 22, 2025, and 41,666 shares of restricted stock from a grant of 125,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024.
F2: The price reported in column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $18.07 to $18.47, inclusive. The reporting person undertakes to provide to USCB, or any security holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F3: The stock 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 |
|---|---|---|---|---|---|---|
| March 08, 2024 Filed Mar 11, 2024 17:24 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 2,340 | $11.15 | $26,091.00 |
DisclosureSEC source: 0001437749-24-007306 · rdgdoc.xml · nonDerivative · entry 1 DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,874 F1 · balance_after: Includes 12,136 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 15,785 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 21:36 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 12,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002067 · rdgdoc.xml · nonDerivative · entry 1 DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,214 F1 · shares: Represents the grant of 12,136 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 23,678 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 18:56 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 23,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-006135 · rdgdoc.xml · nonDerivative · entry 1 DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,078 F1 · shares: Represents the grant of 23,678 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 |
| November 23, 2022 Filed Nov 28, 2022 20:35 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | PurchaseClass A Voting Common Stock | 366 | $13.44 | $4,919.04 |
DisclosureSEC source: 0001437749-22-028099 · rdgdoc.xml · nonDerivative · entry 2 DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,400 Read SEC document |
| November 23, 2022 Filed Nov 28, 2022 20:35 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | PurchaseClass A Voting Common Stock | 7,034 | $13.50 | $94,959.00 |
DisclosureSEC source: 0001437749-22-028099 · rdgdoc.xml · nonDerivative · entry 1 DE LA AGUILERA LUIS · CIK 0001916660 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,034 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.