person · Reporting owner

LYNCH JAMES J

Disclosed activity across 4 companies

Tapewire entity: 50393
SEC CIK: 0001222379

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
HERITAGE COMMERCE CORPHTBK · Entity 52106	10% owner	September 12, 2016	September 21, 2016
HERITAGE OAKS BANCORPHEOP · Entity 178128	Director · 10% owner	September 01, 2016	September 06, 2016
Southern States Bancshares, Inc.SSBK · Entity 77859	Director	August 19, 2021	August 23, 2021

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.

HERITAGE COMMERCE CORP

Report date September 12, 2016 · Filed September 21, 2016

Jointly reported with PATRIOT FINANCIAL PARTNERS GP, LP, PATRIOT FINANCIAL PARTNERS LP, PATRIOT FINANCIAL PARTNERS PARALLEL, L.P., PATRIOT FINANCIAL PARTNERS GP, LLC, WYCOFF W KIRK, LUBERT IRA M

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	IndirectSee footnotes 1 and 3	3,784,351	Reported balance Holding disclosure · report date 2016-09-12 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 3,784,351 F1: This Form 3 is filed jointly by Patriot Financial Partners, GP, L.P. ("Patriot GP"), Patriot Financial Partners, L.P. (the "Patriot Fund"), Patriot Financial Partners Parallel, L.P. (the "Patriot Parallel Fund," and together with the Patriot Fund, the "Funds"), Patriot Financial Partners, GP, LLC ("Patriot LLC"), W. Kirk Wycoff, Ira M. Lubert and James J. Lynch (collectively, the "Reporting Persons"). Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch are general partners of the Funds and Patriot GP and members of Patriot LLC. Accordingly, the Common Stock owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC and each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch. F2: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act") or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds Common Stock reported herein) and Mr. Wycoff, Mr. Lubert and Mr. Lynch each disclaim beneficial ownership of the Common Stock owned by the Funds, except to the extent of their respective pecuniary interest therein. F3: Shares of Common Stock owned directly by the Patriot Fund. Patriot GP is a general partner of the Patriot Fund.
Common StockSEC Table I · non-derivative	IndirectSee footnotes 1 and 4	652,853	Reported balance Holding disclosure · report date 2016-09-12 · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · Balance 652,853 F1: This Form 3 is filed jointly by Patriot Financial Partners, GP, L.P. ("Patriot GP"), Patriot Financial Partners, L.P. (the "Patriot Fund"), Patriot Financial Partners Parallel, L.P. (the "Patriot Parallel Fund," and together with the Patriot Fund, the "Funds"), Patriot Financial Partners, GP, LLC ("Patriot LLC"), W. Kirk Wycoff, Ira M. Lubert and James J. Lynch (collectively, the "Reporting Persons"). Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch are general partners of the Funds and Patriot GP and members of Patriot LLC. Accordingly, the Common Stock owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC and each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch. F2: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act") or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds Common Stock reported herein) and Mr. Wycoff, Mr. Lubert and Mr. Lynch each disclaim beneficial ownership of the Common Stock owned by the Funds, except to the extent of their respective pecuniary interest therein. F4: Shares of Common Stock owned directly by the Patriot Parallel Fund. Patriot GP is a general partner of the Patriot Parallel Fund.

Filing footnotes · ownership attribution and instrument terms

F1: This Form 3 is filed jointly by Patriot Financial Partners, GP, L.P. ("Patriot GP"), Patriot Financial Partners, L.P. (the "Patriot Fund"), Patriot Financial Partners Parallel, L.P. (the "Patriot Parallel Fund," and together with the Patriot Fund, the "Funds"), Patriot Financial Partners, GP, LLC ("Patriot LLC"), W. Kirk Wycoff, Ira M. Lubert and James J. Lynch (collectively, the "Reporting Persons"). Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch are general partners of the Funds and Patriot GP and members of Patriot LLC. Accordingly, the Common Stock owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC and each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch.

F2: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act") or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds Common Stock reported herein) and Mr. Wycoff, Mr. Lubert and Mr. Lynch each disclaim beneficial ownership of the Common Stock owned by the Funds, except to the extent of their respective pecuniary interest therein.

F3: Shares of Common Stock owned directly by the Patriot Fund. Patriot GP is a general partner of the Patriot Fund.

F4: Shares of Common Stock owned directly by the Patriot Parallel Fund. Patriot GP is a general partner of the Patriot Parallel Fund.

HERITAGE OAKS BANCORP

Report date September 01, 2016 · Filed September 06, 2016

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common stockSEC Table I · non-derivative	IndirectFBO Patriot Financial Partners, LP	3,173,722	Reported balance After 2016-09-01 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 1 · 2016-09-01 · Grant · Acquired 2,636 · Balance 3,173,722 F1: Restricted shares granted pursuant to the Company's 2015 Equity Incentive Plan. The shares vest 100% one year from the grant date. The shares are subject to forfeiture. F2: Patriot Financial Partners, G.P., L.P. ("Patriot GP") is a general partner of Patriot Financial Partners, L.P. and Patriot Financial Partners Parallel, L.P. (together, the "Funds). Accordingly, securities owned by the Funds may be regarded as being beneficially owned by Patriot GP. Patriot Financial Partners GP, LLC ("Patriot LLC") is the general partner of Patriot GP. Accordingly, securities owned or deemed to be owned by Patriot GP may be regarded as being beneficially owned by Patriot LLC. Mr. Lynch is a general partner of the Funds and Patriot GP and a member of Patriot LLC. Mr. Lynch disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that he is a beneficial owner of such securities for the purposes of Section 16.
Common stockSEC Table I · non-derivative	IndirectFBO Patriot Financial Partners Parallel LP	548,303	Reported balance After 2016-09-01 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 2 · 2016-09-01 · Grant · Acquired 465 · Balance 548,303 F1: Restricted shares granted pursuant to the Company's 2015 Equity Incentive Plan. The shares vest 100% one year from the grant date. The shares are subject to forfeiture. F2: Patriot Financial Partners, G.P., L.P. ("Patriot GP") is a general partner of Patriot Financial Partners, L.P. and Patriot Financial Partners Parallel, L.P. (together, the "Funds). Accordingly, securities owned by the Funds may be regarded as being beneficially owned by Patriot GP. Patriot Financial Partners GP, LLC ("Patriot LLC") is the general partner of Patriot GP. Accordingly, securities owned or deemed to be owned by Patriot GP may be regarded as being beneficially owned by Patriot LLC. Mr. Lynch is a general partner of the Funds and Patriot GP and a member of Patriot LLC. Mr. Lynch disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that he is a beneficial owner of such securities for the purposes of Section 16.
Stock optionSEC Table II · derivative / convertible security · Conversion / exercise price $3.10 · Expires 2020-09-01	IndirectSee footnote (2)	7,500	Reported balance Holding disclosure · report date 2016-09-01 · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · Balance 7,500
Stock optionSEC Table II · derivative / convertible security · Conversion / exercise price $3.10 · Expires 2020-09-01	IndirectPlease see footnote (2)	1,105	Reported balance Holding disclosure · report date 2016-09-01 · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · Balance 1,105

Filing footnotes · ownership attribution and instrument terms

F1: Restricted shares granted pursuant to the Company's 2015 Equity Incentive Plan. The shares vest 100% one year from the grant date. The shares are subject to forfeiture.

F2: Patriot Financial Partners, G.P., L.P. ("Patriot GP") is a general partner of Patriot Financial Partners, L.P. and Patriot Financial Partners Parallel, L.P. (together, the "Funds). Accordingly, securities owned by the Funds may be regarded as being beneficially owned by Patriot GP. Patriot Financial Partners GP, LLC ("Patriot LLC") is the general partner of Patriot GP. Accordingly, securities owned or deemed to be owned by Patriot GP may be regarded as being beneficially owned by Patriot LLC. Mr. Lynch is a general partner of the Funds and Patriot GP and a member of Patriot LLC. Mr. Lynch disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that he is a beneficial owner of such securities for the purposes of Section 16.

Southern States Bancshares, Inc.

Report date August 19, 2021 · Filed August 23, 2021

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common Stock, par value $5.00 per shareSEC Table I · non-derivative	IndirectPatriot Financial Partners LP	822,287	Reported balance After 2021-08-19 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 2 · 2021-08-19 · Conversion · Acquired 341,417 · Balance 822,287 F1: On August 19, 2021, the reporting persons converted 341,417 shares of non-voting common stock into 341,417 shares of voting common stock for no consideration. The non-voting common stock is convertible by its terms into voting common stock on a one-for-one basis. F2: The reporting person is the Managing Partner of the limited partnership company that owns the company stock.
Non-Voting Common Stock, par value $5.00 per shareSEC Table I · non-derivative	IndirectPatriot Financial Partners LP	0	Reported balance After 2021-08-19 transaction · row 3 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 3 · 2021-08-19 · Conversion · Disposed 341,417 · Balance 0 F1: On August 19, 2021, the reporting persons converted 341,417 shares of non-voting common stock into 341,417 shares of voting common stock for no consideration. The non-voting common stock is convertible by its terms into voting common stock on a one-for-one basis. F2: The reporting person is the Managing Partner of the limited partnership company that owns the company stock.
Common Stock, par value $5.00 per shareSEC Table I · non-derivative	Direct	2	Reported balance Holding disclosure · report date 2021-08-19 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 2

Filing footnotes · ownership attribution and instrument terms

F1: On August 19, 2021, the reporting persons converted 341,417 shares of non-voting common stock into 341,417 shares of voting common stock for no consideration. The non-voting common stock is convertible by its terms into voting common stock on a one-for-one basis.

F2: The reporting person is the Managing Partner of the limited partnership company that owns the company stock.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

USCB FINANCIAL HOLDINGS, INC.

Report date April 30, 2026 · Filed May 01, 2026

Jointly reported with WYCOFF W KIRK, Patriot Financial Partners GP II, L.P., Patriot Financial Partners II, L.P., Patriot Financial Partners Parallel II, L.P., Patriot Financial Partners GP II, LLC, Deutsch James F., LUBERT IRA M, Patriot Financial Manager, L.P., Patriot Financial Manager, LLC

Section 16 reporting ended · disclosed 2026-05-01. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Voting Common StockSEC Table I · non-derivative	Direct	1,813,786	Last balance in matching sequence After 2026-05-01 transaction · row 2 Source-order balances reconcile. Account continuity and personal attribution are not independently verified. 2 source rows Row 1 · 2026-04-30 · Sale · Disposed 37,152 · Balance 1,826,634 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.20 to $18.57, inclusive. The reporting persons undertake to provide to USCB, 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 ranges set forth herein. F3: This Form 4 is filed jointly by Patriot Financial Partners GP II, LLC ("Patriot LLC"), Patriot Financial Partners GP II, LP. ("Patriot GP"), Patriot Financial Partners II, LP. ("Patriot Fund II"), Patriot Financial Partners Parallel II, LP. ("Patriot Parallel Fund II," together with Patriot Fund II, the "Funds"), Patriot Financial Manager, LLC ("Manager LLC") and Patriot Financial Manager, L.P. ("Manager LP"), W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. F4: Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch serve as general partners of the Funds and is a member of Patriot LLC. Manager LP, serves as investment manager to the Funds. Manager LLC serves as general partner of Manager LP and W. Kirk Wycoff, Ira M. Lubert and James J. Lynch are members of Manager LLC. James F. Deutsch is a member of the Patriot Funds Investment Committee. F5: The securities owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC, Manager LLC, Manager LP, W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. F6: After the sales, Manager LP holds 7,500 shares of common stock, Patriot Fund II holds 1,617,670 shares of common stock and Patriot Parallel Fund II holds 188,616 shares of common stock. F7: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds the securities reported herein), and Messrs. Wycoff, Lynch, Lubert and Deutsch each disclaim beneficial ownership of the securities owned by the Funds or Manager LP, except to the extent of their respective pecuniary interest therein. Row 2 · 2026-05-01 · Sale · Disposed 12,848 · Balance 1,813,786 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.25 to $18.50, inclusive. The reporting persons undertake to provide to USCB, 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 ranges set forth herein. F3: This Form 4 is filed jointly by Patriot Financial Partners GP II, LLC ("Patriot LLC"), Patriot Financial Partners GP II, LP. ("Patriot GP"), Patriot Financial Partners II, LP. ("Patriot Fund II"), Patriot Financial Partners Parallel II, LP. ("Patriot Parallel Fund II," together with Patriot Fund II, the "Funds"), Patriot Financial Manager, LLC ("Manager LLC") and Patriot Financial Manager, L.P. ("Manager LP"), W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. F4: Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch serve as general partners of the Funds and is a member of Patriot LLC. Manager LP, serves as investment manager to the Funds. Manager LLC serves as general partner of Manager LP and W. Kirk Wycoff, Ira M. Lubert and James J. Lynch are members of Manager LLC. James F. Deutsch is a member of the Patriot Funds Investment Committee. F5: The securities owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC, Manager LLC, Manager LP, W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. F6: After the sales, Manager LP holds 7,500 shares of common stock, Patriot Fund II holds 1,617,670 shares of common stock and Patriot Parallel Fund II holds 188,616 shares of common stock. F7: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds the securities reported herein), and Messrs. Wycoff, Lynch, Lubert and Deutsch each disclaim beneficial ownership of the securities owned by the Funds or Manager LP, except to the extent of their respective pecuniary interest therein.
Option to Purchase Class A Voting Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $11.35	Direct	4,000	Reported balance Holding disclosure · report date 2026-04-30 · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · Balance 4,000 F8: The option was previously granted to Mr. Wycoff as a director of the Company. The option to purchase Class A Voting Common Stock remains exercisable until three months after the date Mr. Wycoff ceased to serve as a non-employee of the Issuer.

Filing footnotes · ownership attribution and instrument terms

F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.20 to $18.57, inclusive. The reporting persons undertake to provide to USCB, 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 ranges set forth herein.

F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.25 to $18.50, inclusive. The reporting persons undertake to provide to USCB, 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 ranges set forth herein.

F3: This Form 4 is filed jointly by Patriot Financial Partners GP II, LLC ("Patriot LLC"), Patriot Financial Partners GP II, LP. ("Patriot GP"), Patriot Financial Partners II, LP. ("Patriot Fund II"), Patriot Financial Partners Parallel II, LP. ("Patriot Parallel Fund II," together with Patriot Fund II, the "Funds"), Patriot Financial Manager, LLC ("Manager LLC") and Patriot Financial Manager, L.P. ("Manager LP"), W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch.

F4: Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch serve as general partners of the Funds and is a member of Patriot LLC. Manager LP, serves as investment manager to the Funds. Manager LLC serves as general partner of Manager LP and W. Kirk Wycoff, Ira M. Lubert and James J. Lynch are members of Manager LLC. James F. Deutsch is a member of the Patriot Funds Investment Committee.

F5: The securities owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC, Manager LLC, Manager LP, W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch.

F6: After the sales, Manager LP holds 7,500 shares of common stock, Patriot Fund II holds 1,617,670 shares of common stock and Patriot Parallel Fund II holds 188,616 shares of common stock.

F7: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds the securities reported herein), and Messrs. Wycoff, Lynch, Lubert and Deutsch each disclaim beneficial ownership of the securities owned by the Funds or Manager LP, except to the extent of their respective pecuniary interest therein.

F8: The option was previously granted to Mr. Wycoff as a director of the Company. The option to purchase Class A Voting Common Stock remains exercisable until three months after the date Mr. Wycoff ceased to serve as a non-employee of the Issuer.

Transaction history

JSON API

Purchases/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
May 01, 2026 Filed May 1, 2026 21:43 UTC	USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618	SaleClass A Voting Common Stock	12,848	$18.28	$234,861.44	Disclosure SEC source: 0001437749-26-014514 · rdgdoc.xml · nonDerivative · entry 2 WYCOFF W KIRK · CIK 0000949197 · 10% owner Patriot Financial Partners GP II, L.P. · CIK 0002061817 · 10% owner Patriot Financial Partners II, L.P. · CIK 0001583223 · 10% owner Patriot Financial Partners Parallel II, L.P. · CIK 0001586224 · 10% owner Patriot Financial Partners GP II, LLC · CIK 0002061814 · 10% owner Deutsch James F. · CIK 0001561111 · 10% owner LUBERT IRA M · CIK 0001203115 · 10% owner LYNCH JAMES J · CIK 0001222379 · 10% owner Patriot Financial Manager, L.P. · CIK 0002079600 · 10% owner Patriot Financial Manager, LLC · CIK 0002079601 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,813,786 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.25 to $18.50, inclusive. The reporting persons undertake to provide to USCB, 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 ranges set forth herein. F3 · ownership.direct: This Form 4 is filed jointly by Patriot Financial Partners GP II, LLC ("Patriot LLC"), Patriot Financial Partners GP II, LP. ("Patriot GP"), Patriot Financial Partners II, LP. ("Patriot Fund II"), Patriot Financial Partners Parallel II, LP. ("Patriot Parallel Fund II," together with Patriot Fund II, the "Funds"), Patriot Financial Manager, LLC ("Manager LLC") and Patriot Financial Manager, L.P. ("Manager LP"), W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. F4 · ownership.direct: Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch serve as general partners of the Funds and is a member of Patriot LLC. Manager LP, serves as investment manager to the Funds. Manager LLC serves as general partner of Manager LP and W. Kirk Wycoff, Ira M. Lubert and James J. Lynch are members of Manager LLC. James F. Deutsch is a member of the Patriot Funds Investment Committee. F5 · ownership.direct: The securities owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC, Manager LLC, Manager LP, W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. F6 · ownership.direct: After the sales, Manager LP holds 7,500 shares of common stock, Patriot Fund II holds 1,617,670 shares of common stock and Patriot Parallel Fund II holds 188,616 shares of common stock. F7 · ownership.direct: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds the securities reported herein), and Messrs. Wycoff, Lynch, Lubert and Deutsch each disclaim beneficial ownership of the securities owned by the Funds or Manager LP, except to the extent of their respective pecuniary interest therein. Read SEC document
April 30, 2026 Filed May 1, 2026 21:43 UTC	USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618	SaleClass A Voting Common Stock	37,152	$18.24	$677,652.48	Disclosure SEC source: 0001437749-26-014514 · rdgdoc.xml · nonDerivative · entry 1 WYCOFF W KIRK · CIK 0000949197 · 10% owner Patriot Financial Partners GP II, L.P. · CIK 0002061817 · 10% owner Patriot Financial Partners II, L.P. · CIK 0001583223 · 10% owner Patriot Financial Partners Parallel II, L.P. · CIK 0001586224 · 10% owner Patriot Financial Partners GP II, LLC · CIK 0002061814 · 10% owner Deutsch James F. · CIK 0001561111 · 10% owner LUBERT IRA M · CIK 0001203115 · 10% owner LYNCH JAMES J · CIK 0001222379 · 10% owner Patriot Financial Manager, L.P. · CIK 0002079600 · 10% owner Patriot Financial Manager, LLC · CIK 0002079601 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,826,634 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.20 to $18.57, inclusive. The reporting persons undertake to provide to USCB, 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 ranges set forth herein. F3 · ownership.direct: This Form 4 is filed jointly by Patriot Financial Partners GP II, LLC ("Patriot LLC"), Patriot Financial Partners GP II, LP. ("Patriot GP"), Patriot Financial Partners II, LP. ("Patriot Fund II"), Patriot Financial Partners Parallel II, LP. ("Patriot Parallel Fund II," together with Patriot Fund II, the "Funds"), Patriot Financial Manager, LLC ("Manager LLC") and Patriot Financial Manager, L.P. ("Manager LP"), W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. F4 · ownership.direct: Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch serve as general partners of the Funds and is a member of Patriot LLC. Manager LP, serves as investment manager to the Funds. Manager LLC serves as general partner of Manager LP and W. Kirk Wycoff, Ira M. Lubert and James J. Lynch are members of Manager LLC. James F. Deutsch is a member of the Patriot Funds Investment Committee. F5 · ownership.direct: The securities owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC, Manager LLC, Manager LP, W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. F6 · ownership.direct: After the sales, Manager LP holds 7,500 shares of common stock, Patriot Fund II holds 1,617,670 shares of common stock and Patriot Parallel Fund II holds 188,616 shares of common stock. F7 · ownership.direct: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds the securities reported herein), and Messrs. Wycoff, Lynch, Lubert and Deutsch each disclaim beneficial ownership of the securities owned by the Funds or Manager LP, except to the extent of their respective pecuniary interest therein. Read SEC document
February 05, 2026 Filed Feb 6, 2026 15:24 UTC	USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618	Exercise / conversionOption to Purchase Class A Voting Common Stock · Derivative	7,500	$0.00 Strike: $7.50	$0.00	Disclosure SEC source: 0001437749-26-003288 · rdgdoc.xml · derivative · entry 2 WYCOFF W KIRK · CIK 0000949197 · Director · 10% owner Patriot Financial Partners GP II, L.P. · CIK 0002061817 · 10% owner Patriot Financial Partners II, L.P. · CIK 0001583223 · 10% owner Patriot Financial Partners Parallel II, L.P. · CIK 0001586224 · 10% owner Patriot Financial Partners GP II, LLC · CIK 0002061814 · 10% owner Deutsch James F. · CIK 0001561111 · 10% owner LUBERT IRA M · CIK 0001203115 · 10% owner LYNCH JAMES J · CIK 0001222379 · 10% owner Patriot Financial Manager, L.P. · CIK 0002079600 · 10% owner Patriot Financial Manager, LLC · CIK 0002079601 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 7,500 shares Expires not disclosed 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. F6 · derivative.expiration_date: The options were previously granted to Mr. Wycoff as a director of the Company. Each option to purchase Class A Voting Common Stock remains exercisable until the earlier of (a) ten (10) years after its date of grant or (b) the (3) months after the date Mr. Wycoff ceases to serve as a non-employee of the Issuer. F6 · ownership.direct: The options were previously granted to Mr. Wycoff as a director of the Company. Each option to purchase Class A Voting Common Stock remains exercisable until the earlier of (a) ten (10) years after its date of grant or (b) the (3) months after the date Mr. Wycoff ceases to serve as a non-employee of the Issuer. Read SEC document
February 05, 2026 Filed Feb 6, 2026 15:24 UTC	USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618	Exercise / conversionClass A Voting Common Stock	7,500	$7.50	$56,250.00	Disclosure SEC source: 0001437749-26-003288 · rdgdoc.xml · nonDerivative · entry 1 WYCOFF W KIRK · CIK 0000949197 · Director · 10% owner Patriot Financial Partners GP II, L.P. · CIK 0002061817 · 10% owner Patriot Financial Partners II, L.P. · CIK 0001583223 · 10% owner Patriot Financial Partners Parallel II, L.P. · CIK 0001586224 · 10% owner Patriot Financial Partners GP II, LLC · CIK 0002061814 · 10% owner Deutsch James F. · CIK 0001561111 · 10% owner LUBERT IRA M · CIK 0001203115 · 10% owner LYNCH JAMES J · CIK 0001222379 · 10% owner Patriot Financial Manager, L.P. · CIK 0002079600 · 10% owner Patriot Financial Manager, LLC · CIK 0002079601 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,863,786 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 · ownership.direct: This Form 4 is filed jointly by Patriot Financial Partners GP II, LLC ("Patriot LLC"), Patriot Financial Partners GP II, LP. ("Patriot GP"), Patriot Financial Partners II, LP. ("Patriot Fund II"), Patriot Financial Partners Parallel II, LP. ("Patriot Parallel Fund II," together with Patriot Fund II, the "Funds"), Patriot Financial Manager, LLC ("Manager LLC") and Patriot Financial Manager, L.P. ("Manager LP"), W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. F2 · ownership.direct: Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch serve as general partners of the Funds and is a member of Patriot LLC. Manager LP, serves as investment manager to the Funds. Manager LLC serves as general partner of Manager LP and W. Kirk Wycoff, Ira M. Lubert and James J. Lynch are members of Manager LLC. James F. Deutsch is a member of the Patriot Funds Investment Committee. F3 · ownership.direct: The securities owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC, Manager LLC, Manager LP, W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. F4 · ownership.direct: After the option exercise, Manager LP holds 7,500 shares of common stock, Patriot Fund II holds 1,662,420 shares of common stock and Patriot Parallel Fund II holds 193,866 shares of common stock. F5 · ownership.direct: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds the securities reported herein), and Messrs. Wycoff, Lynch, Lubert and Deutsch each disclaim beneficial ownership of the securities owned by the Funds or Manager LP, except to the extent of their respective pecuniary interest therein. Read SEC document
December 11, 2025 Filed Dec 12, 2025 15:26 UTC	USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618	SaleClass A Voting Common Stock	39,000	$18.68	$728,520.00	Disclosure SEC source: 0001437749-25-037655 · rdgdoc.xml · nonDerivative · entry 1 WYCOFF W KIRK · CIK 0000949197 · Director · 10% owner Patriot Financial Partners GP II, L.P. · CIK 0002061817 · 10% owner Patriot Financial Partners II, L.P. · CIK 0001583223 · 10% owner Patriot Financial Partners Parallel II, L.P. · CIK 0001586224 · 10% owner Patriot Financial Partners GP II, LLC · CIK 0002061814 · 10% owner Deutsch James F. · CIK 0001561111 · 10% owner LUBERT IRA M · CIK 0001203115 · 10% owner LYNCH JAMES J · CIK 0001222379 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,856,286 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.50 to $18.83, inclusive. The reporting persons undertake to provide to USCB, 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 ranges set forth herein. F2 · ownership.direct: This Form 4 is filed jointly by Patriot Financial Partners GP II, LLC ("Patriot LLC"), Patriot Financial Partners GP II, LP. ("Patriot GP"), Patriot Financial Partners II, LP. ("Patriot Fund II"), Patriot Financial Partners Parallel II, LP. ("Patriot Parallel Fund II," together with Patriot Fund II, the "Funds"), W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch serve as general partners of the Funds and is a member of Patriot LLC. James F. Deutsch is a member of the Patriot Funds Investment Committee. F3 · ownership.direct: The securities owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC, W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. On December 11, 2025, Patriot Fund II sold 34,905 shares of common stock and Patriot Parallel Fund II sold 4,095 shares of common stock. F4 · ownership.direct: After the sale, Patriot Fund II holds 1,662,420 shares of common stock and Patriot Parallel Fund II holds 193,866 shares of common stock. F5 · ownership.direct: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds the securities reported herein), and Messrs. Wycoff, Lynch, Lubert and Deutsch each disclaim beneficial ownership of the securities owned by the Funds, except to the extent of their respective pecuniary interest therein. Read SEC document
December 10, 2025 Filed Dec 11, 2025 17:56 UTC	USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618	SaleClass A Voting Common Stock	82,043	$18.56	$1,522,718.08	Disclosure SEC source: 0001437749-25-037513 · rdgdoc.xml · nonDerivative · entry 1 WYCOFF W KIRK · CIK 0000949197 · Director · 10% owner Patriot Financial Partners GP II, L.P. · CIK 0002061817 · 10% owner Patriot Financial Partners II, L.P. · CIK 0001583223 · 10% owner Patriot Financial Partners Parallel II, L.P. · CIK 0001586224 · 10% owner Patriot Financial Partners GP II, LLC · CIK 0002061814 · 10% owner Deutsch James F. · CIK 0001561111 · 10% owner LUBERT IRA M · CIK 0001203115 · 10% owner LYNCH JAMES J · CIK 0001222379 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,895,286 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.50 to $18.91, inclusive. The reporting persons undertake to provide to USCB, 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 ranges set forth herein. F2 · ownership.direct: This Form 4 is filed jointly by Patriot Financial Partners GP II, LLC ("Patriot LLC"), Patriot Financial Partners GP II, LP. ("Patriot GP"), Patriot Financial Partners II, LP. ("Patriot Fund II"), Patriot Financial Partners Parallel II, LP. ("Patriot Parallel Fund II," together with Patriot Fund II, the "Funds"), W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch serve as general partners of the Funds and is a member of Patriot LLC. James F. Deutsch is a member of the Patriot Funds Investment Committee. F3 · ownership.direct: The securities owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC, W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. On December 10, 2025, Patriot Fund II sold 73,428 shares of common stock and Patriot Parallel Fund II sold 8,615 shares of common stock. F4 · ownership.direct: After the sale, Patriot Fund II holds 1,697,325 shares of common stock and Patriot Parallel Fund II holds 197,961 shares of common stock. F5 · ownership.direct: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds the securities reported herein), and Messrs. Wycoff, Lynch, Lubert and Deutsch each disclaim beneficial ownership of the securities owned by the Funds, except to the extent of their respective pecuniary interest therein. Read SEC document
December 02, 2025 Filed Dec 3, 2025 16:14 UTC	USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618	SaleClass A Voting Common Stock	14,695	$17.75	$260,836.25	Disclosure SEC source: 0001437749-25-036730 · rdgdoc.xml · nonDerivative · entry 1 WYCOFF W KIRK · CIK 0000949197 · Director · 10% owner Patriot Financial Partners GP II, L.P. · CIK 0002061817 · 10% owner Patriot Financial Partners II, L.P. · CIK 0001583223 · 10% owner Patriot Financial Partners Parallel II, L.P. · CIK 0001586224 · 10% owner Patriot Financial Partners GP II, LLC · CIK 0002061814 · 10% owner Deutsch James F. · CIK 0001561111 · 10% owner LUBERT IRA M · CIK 0001203115 · 10% owner LYNCH JAMES J · CIK 0001222379 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,977,329 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.60 to $18.01, inclusive. The reporting persons undertake to provide to USCB, 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 ranges set forth herein. F2 · ownership.direct: This Form 4 is filed jointly by Patriot Financial Partners GP II, LLC ("Patriot LLC"), Patriot Financial Partners GP II, LP. ("Patriot GP"), Patriot Financial Partners II, LP. ("Patriot Fund II"), Patriot Financial Partners Parallel II, LP. ("Patriot Parallel Fund II," together with Patriot Fund II, the "Funds"), W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch serve as general partners of the Funds and is a member of Patriot LLC. James F. Deutsch is a member of the Patriot Funds Investment Committee. F3 · ownership.direct: The securities owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC, W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. On December 2, 2025, Patriot Fund II sold 13,152 shares of common stock and Patriot Parallel Fund II sold 1,543 shares of common stock. F4 · ownership.direct: After the sale, Patriot Fund II holds 1,770,753 shares of common stock and Patriot Parallel Fund II holds 206,576 shares of common stock. F5 · ownership.direct: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds the securities reported herein), and Messrs. Wycoff, Lynch, Lubert and Deutsch each disclaim beneficial ownership of the securities owned by the Funds, except to the extent of their respective pecuniary interest therein. Read SEC document
November 25, 2025 Filed Nov 26, 2025 16:08 UTC	USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618	SaleClass A Voting Common Stock	22,558	$18.06	$407,397.48	Disclosure SEC source: 0001437749-25-036405 · rdgdoc.xml · nonDerivative · entry 1 WYCOFF W KIRK · CIK 0000949197 · Director · 10% owner Patriot Financial Partners GP II, L.P. · CIK 0002061817 · 10% owner Patriot Financial Partners II, L.P. · CIK 0001583223 · 10% owner Patriot Financial Partners Parallel II, L.P. · CIK 0001586224 · 10% owner Patriot Financial Partners GP II, LLC · CIK 0002061814 · 10% owner Deutsch James F. · CIK 0001561111 · 10% owner LUBERT IRA M · CIK 0001203115 · 10% owner LYNCH JAMES J · CIK 0001222379 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,992,024 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.00 to $18.21, inclusive. The reporting persons undertake to provide to USCB, 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 ranges set forth herein. F2 · ownership.direct: This Form 4 is filed jointly by Patriot Financial Partners GP II, LLC ("Patriot LLC"), Patriot Financial Partners GP II, LP. ("Patriot GP"), Patriot Financial Partners II, LP. ("Patriot Fund II"), Patriot Financial Partners Parallel II, LP. ("Patriot Parallel Fund II," together with Patriot Fund II, the "Funds"), W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch serve as general partners of the Funds and is a member of Patriot LLC. James F. Deutsch is a member of the Patriot Funds Investment Committee. F3 · ownership.direct: The securities owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC, W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. On November 25, 2025, Patriot Fund II sold 20,189 shares of common stock and Patriot Parallel Fund II sold 2,369 shares of common stock. F4 · ownership.direct: After the sale, Patriot Fund II holds 1,783,905 shares of common stock and Patriot Parallel Fund II holds 208,119 shares of common stock. F5 · ownership.direct: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds the securities reported herein), and Messrs. Wycoff, Lynch, Lubert and Deutsch each disclaim beneficial ownership of the securities owned by the Funds, except to the extent of their respective pecuniary interest therein. Read SEC document
November 24, 2025 Filed Nov 26, 2025 15:51 UTC	USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618	SaleClass A Voting Common Stock	21,327	$18.02	$384,312.54	Disclosure SEC source: 0001437749-25-036402 · rdgdoc.xml · nonDerivative · entry 1 WYCOFF W KIRK · CIK 0000949197 · Director · 10% owner Patriot Financial Partners GP II, L.P. · CIK 0002061817 · 10% owner Patriot Financial Partners II, L.P. · CIK 0001583223 · 10% owner Patriot Financial Partners Parallel II, L.P. · CIK 0001586224 · 10% owner Patriot Financial Partners GP II, LLC · CIK 0002061814 · 10% owner Deutsch James F. · CIK 0001561111 · 10% owner LUBERT IRA M · CIK 0001203115 · 10% owner LYNCH JAMES J · CIK 0001222379 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,014,582 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $17.99 to $18.18, inclusive. The reporting persons undertake to provide to USCB, 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 ranges set forth herein. F2 · ownership.direct: This Form 4 is filed jointly by Patriot Financial Partners GP II, LLC ("Patriot LLC"), Patriot Financial Partners GP II, LP. ("Patriot GP"), Patriot Financial Partners II, LP. ("Patriot Fund II"), Patriot Financial Partners Parallel II, LP. ("Patriot Parallel Fund II," together with Patriot Fund II, the "Funds"), W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch serve as general partners of the Funds and is a member of Patriot LLC. James F. Deutsch is a member of the Patriot Funds Investment Committee. F3 · ownership.direct: The securities owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC, W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. On November 24, 2025, Patriot Fund II sold 19,088 shares of common stock and Patriot Parallel Fund II sold 2,239 shares of common stock. F4 · ownership.direct: After the sale, Patriot Fund II holds 1,804,094 shares of common stock and Patriot Parallel Fund II holds 210,488 shares of common stock. F5 · ownership.direct: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds the securities reported herein), and Messrs. Wycoff, Lynch, Lubert and Deutsch each disclaim beneficial ownership of the securities owned by the Funds, except to the extent of their respective pecuniary interest therein. Read SEC document
September 16, 2025 Filed Sep 17, 2025 13:35 UTC	USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618	Disposition to issuerClass A Voting Common Stock	1,250,000	$17.19	$21,487,500.00	Disclosure SEC source: 0001437749-25-029222 · rdgdoc.xml · nonDerivative · entry 1 WYCOFF W KIRK · CIK 0000949197 · Director · 10% owner Patriot Financial Partners GP II, L.P. · CIK 0002061817 · 10% owner Patriot Financial Partners II, L.P. · CIK 0001583223 · 10% owner Patriot Financial Partners Parallel II, L.P. · CIK 0001586224 · 10% owner Patriot Financial Partners GP II, LLC · CIK 0002061814 · 10% owner Deutsch James F. · CIK 0001561111 · 10% owner LUBERT IRA M · CIK 0001203115 · 10% owner LYNCH JAMES J · CIK 0001222379 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,035,909 F1 · ownership.direct: This Form 4 is filed jointly by Patriot Financial Partners GP II, LLC ("Patriot LLC"), Patriot Financial Partners GP II, LP. ("Patriot GP"), Patriot Financial Partners II, LP. ("Patriot Fund II"), Patriot Financial Partners Parallel II, LP. ("Patriot Parallel Fund II," together with Patriot Fund II, the "Funds"), W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch serve as general partners of the Funds and is a member of Patriot LLC. James F. Deutsch is a member of the Patriot Funds Investment Committee. F2 · ownership.direct: The securities owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC, W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. On September 15, 2025, Patriot Fund II agreed to sell 1,119,391 shares of common stock and Patriot Parallel Fund II agreed to sell 130,609 shares of common stock. F3 · ownership.direct: After the sale, Patriot Fund II holds 1,823,182 shares of common stock and Patriot Parallel Fund II holds 212,727 shares of common stock. F4 · ownership.direct: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds the securities reported herein), and Messrs. Wycoff, Lynch, Lubert and Deutsch each disclaim beneficial ownership of the securities owned by the Funds, except to the extent of their respective pecuniary interest therein. Read SEC document
September 02, 2025 Filed Sep 4, 2025 23:18 UTC	USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618	Disposition to issuerClass A Voting Common Stock	1,200,000	$17.19	$20,628,000.00	Disclosure SEC source: 0001437749-25-028423 · rdgdoc.xml · nonDerivative · entry 1 WYCOFF W KIRK · CIK 0000949197 · Director · 10% owner Patriot Financial Partners GP II, L.P. · CIK 0002061817 · 10% owner Patriot Financial Partners II, L.P. · CIK 0001583223 · 10% owner Patriot Financial Partners Parallel II, L.P. · CIK 0001586224 · 10% owner Patriot Financial Partners GP II, LLC · CIK 0002061814 · 10% owner Deutsch James F. · CIK 0001561111 · 10% owner LYNCH JAMES J · CIK 0001222379 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,285,909 F1 · ownership.direct: This Form 4 is filed jointly by Patriot Financial Partners GP II, LLC ("Patriot LLC"), Patriot Financial Partners GP II, LP. ("Patriot GP"), Patriot Financial Partners II, LP. ("Patriot Fund II"), Patriot Financial Partners Parallel II, LP. ("Patriot Parallel Fund II," together with Patriot Fund II, the "Funds"), W. Kirk Wycoff, James J. Lynch, Ira M. Luber! and James F. Deutsch. Patriot GP is a general partner of each of the Funds and Patriot LLC is a general partner of Patriot GP. In addition, each of W. Kirk Wycoff, Ira M. Lubert and James J. Lynch serve as general partners of the Funds and is a member of Patriot LLC. James F. Deutsch is a member of the Patriot Funds Investment Committee. F2 · ownership.direct: The securities owned by the Funds may be regarded as being beneficially owned by Patriot GP, Patriot LLC, W. Kirk Wycoff, James J. Lynch, Ira M. Lubert and James F. Deutsch. On September 2, 2025, Patriot Fund II agreed to sell 1,074,616 shares of common stock to the Issuer and Patriot Parallel Fund II agreed to sell 125,384 shares of common stock to the Issuer. F3 · ownership.direct: After the sale, Patriot Fund II holds 2,942,573 shares of common stock and Patriot Parallel Fund II holds 343,336 shares of common stock. F4 · ownership.direct: This filing shall not be deemed an admission that the Reporting Persons are subject to Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or, for purposes of Section 16 of the Exchange Act or otherwise (other than to the extent a Reporting Person directly holds the securities reported herein), and Messrs. Wycoff, Lynch, Lubert and Deutsch each disclaim beneficial ownership of the securities owned by the Funds, except to the extent of their respective pecuniary interest therein. Read SEC document
August 19, 2021 Filed Aug 23, 2021 16:10 UTC	Southern States Bancshares, Inc. SSBK · Entity 77859	ConversionNon-Voting Common Stock, par value $5.00 per share	341,417	Not disclosed	Not disclosed	Disclosure SEC source: 0001209191-21-052942 · doc4.xml · nonDerivative · entry 3 LYNCH JAMES J · CIK 0001222379 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patriot Financial Partners LP Disclosed balance after: 0 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 · kind: On August 19, 2021, the reporting persons converted 341,417 shares of non-voting common stock into 341,417 shares of voting common stock for no consideration. The non-voting common stock is convertible by its terms into voting common stock on a one-for-one basis. F1 · price: On August 19, 2021, the reporting persons converted 341,417 shares of non-voting common stock into 341,417 shares of voting common stock for no consideration. The non-voting common stock is convertible by its terms into voting common stock on a one-for-one basis. F2 · ownership.nature: The reporting person is the Managing Partner of the limited partnership company that owns the company stock. Read SEC document
August 19, 2021 Filed Aug 23, 2021 16:10 UTC	Southern States Bancshares, Inc. SSBK · Entity 77859	ConversionCommon Stock, par value $5.00 per share	341,417	Not disclosed	Not disclosed	Disclosure SEC source: 0001209191-21-052942 · doc4.xml · nonDerivative · entry 2 LYNCH JAMES J · CIK 0001222379 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patriot Financial Partners LP Disclosed balance after: 822,287 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 · kind: On August 19, 2021, the reporting persons converted 341,417 shares of non-voting common stock into 341,417 shares of voting common stock for no consideration. The non-voting common stock is convertible by its terms into voting common stock on a one-for-one basis. F1 · price: On August 19, 2021, the reporting persons converted 341,417 shares of non-voting common stock into 341,417 shares of voting common stock for no consideration. The non-voting common stock is convertible by its terms into voting common stock on a one-for-one basis. F2 · ownership.nature: The reporting person is the Managing Partner of the limited partnership company that owns the company stock. Read SEC document
August 11, 2021 Filed Aug 13, 2021 16:10 UTC	Southern States Bancshares, Inc. SSBK · Entity 77859	SaleCommon Stock, par value $5.00 per share	250,000	$17.67	$4,417,500.00	Disclosure SEC source: 0001209191-21-051388 · doc4.xml · nonDerivative · entry 1 LYNCH JAMES J · CIK 0001222379 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Patriot Financial Partners LP Disclosed balance after: 480,870 F1 · ownership.nature: The reporting person is the Managing Partner of the limited partnership company that owns the company stock. Read SEC document
September 01, 2016 Filed Sep 6, 2016 17:09 UTC	HERITAGE OAKS BANCORP HEOP · Entity 178128	GrantCommon stock	465	$8.06	$3,747.90	Disclosure SEC source: 0001140361-16-078958 · doc1.xml · nonDerivative · entry 2 LYNCH JAMES J · CIK 0001222379 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · FBO Patriot Financial Partners Parallel LP Disclosed balance after: 548,303 F1 · security: Restricted shares granted pursuant to the Company's 2015 Equity Incentive Plan. The shares vest 100% one year from the grant date. The shares are subject to forfeiture. F2 · security: Patriot Financial Partners, G.P., L.P. ("Patriot GP") is a general partner of Patriot Financial Partners, L.P. and Patriot Financial Partners Parallel, L.P. (together, the "Funds). Accordingly, securities owned by the Funds may be regarded as being beneficially owned by Patriot GP. Patriot Financial Partners GP, LLC ("Patriot LLC") is the general partner of Patriot GP. Accordingly, securities owned or deemed to be owned by Patriot GP may be regarded as being beneficially owned by Patriot LLC. Mr. Lynch is a general partner of the Funds and Patriot GP and a member of Patriot LLC. Mr. Lynch disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that he is a beneficial owner of such securities for the purposes of Section 16. Read SEC document
September 01, 2016 Filed Sep 6, 2016 17:09 UTC	HERITAGE OAKS BANCORP HEOP · Entity 178128	GrantCommon stock	2,636	$8.06	$21,246.16	Disclosure SEC source: 0001140361-16-078958 · doc1.xml · nonDerivative · entry 1 LYNCH JAMES J · CIK 0001222379 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · FBO Patriot Financial Partners, LP Disclosed balance after: 3,173,722 F1 · security: Restricted shares granted pursuant to the Company's 2015 Equity Incentive Plan. The shares vest 100% one year from the grant date. The shares are subject to forfeiture. F2 · security: Patriot Financial Partners, G.P., L.P. ("Patriot GP") is a general partner of Patriot Financial Partners, L.P. and Patriot Financial Partners Parallel, L.P. (together, the "Funds). Accordingly, securities owned by the Funds may be regarded as being beneficially owned by Patriot GP. Patriot Financial Partners GP, LLC ("Patriot LLC") is the general partner of Patriot GP. Accordingly, securities owned or deemed to be owned by Patriot GP may be regarded as being beneficially owned by Patriot LLC. Mr. Lynch is a general partner of the Funds and Patriot GP and a member of Patriot LLC. Mr. Lynch disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that he is a beneficial owner of such securities for the purposes of Section 16. 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.