Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| USCB FINANCIAL HOLDINGS, INC.USCB · Entity 5618 | EVP and Chief Risk Officer | January 27, 2026 | March 25, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
USCB FINANCIAL HOLDINGS, INC.
Report date January 27, 2026 · Filed March 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Voting Common StockSEC Table I · non-derivative | Direct | 30,892 |
Reported balance
After 2026-01-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-27 · Grant · Acquired 15,000 · Balance 30,892 F1: Represents the grant of 15,000 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027. F2: Includes 876 shares of restricted stock from a grant of 2,630 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 3,920 shares of restricted stock from a grant of 5,880 shares which commenced vesting at a rate of one-third per year on January 21, 2026 and 6,217 shares of restricted stock which vest at the 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 | 15,000 |
Reported balance
Holding disclosure · report date 2026-01-27 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 15,000 F3: The options vested at a rate of one-third per year commencing on September 27, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of 15,000 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027.
F2: Includes 876 shares of restricted stock from a grant of 2,630 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 3,920 shares of restricted stock from a grant of 5,880 shares which commenced vesting at a rate of one-third per year on January 21, 2026 and 6,217 shares of restricted stock which vest at the rate of one-third per year commencing on January 27, 2027.
F3: The options vested at a rate of one-third per year commencing on September 27, 2021.
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, 2026 Filed Mar 10, 2026 16:06 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 197 | $18.45 | $3,634.65 |
DisclosureSEC source: 0001437749-26-007539 · rdgdoc.xml · nonDerivative · entry 1 Logrono Maricarmen · CIK 0001999607 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,892 F1 · balance_after: Includes 876 shares of restricted stock from a grant of 2,630 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 3,920 shares of restricted stock from a grant of 5,880 shares which commenced vesting at a rate of one-third per year on January 21, 2026 and 6,217 shares of restricted stock which vest at the rate of one-third per year commencing on January 27, 2027. Read SEC document |
| January 27, 2026 Filed Jan 28, 2026 15:52 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 6,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-002302 · rdgdoc.xml · nonDerivative · entry 1 Logrono Maricarmen · CIK 0001999607 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,089 F1 · shares: Represents the grant of 6,217 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027. F2 · balance_after: Includes 876 shares of restricted stock from a grant of 2,630 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 808 shares of restricted stock from a grant of 2,426 shares which commenced vesting at a rate of one-third per year on March 8, 2024, and 3,920 shares of restricted stock from a grant of 5,880 shares which commenced vesting at a rate of one-third per year on January 21, 2026. Read SEC document |
| January 27, 2026 Filed Mar 25, 2026 10:45 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-009701 · rdgdoc.xml · nonDerivative · entry 1 Logrono Maricarmen · CIK 0001999607 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,892 F1 · shares: Represents the grant of 15,000 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027. F2 · balance_after: Includes 876 shares of restricted stock from a grant of 2,630 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 3,920 shares of restricted stock from a grant of 5,880 shares which commenced vesting at a rate of one-third per year on January 21, 2026 and 6,217 shares of restricted stock which vest at the rate of one-third per year commencing on January 27, 2027. Read SEC document |
| January 22, 2026 Filed Jan 26, 2026 15:06 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 260 | $20.70 | $5,382.00 |
DisclosureSEC source: 0001437749-26-002067 · rdgdoc.xml · nonDerivative · entry 1 Logrono Maricarmen · CIK 0001999607 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,872 F1 · balance_after: Includes 876 shares of restricted stock from a grant of 2,630 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 808 shares of restricted stock from a grant of 2,426 shares which commenced vesting at a rate of one-third per year on March 8, 2024, and 3,920 shares of restricted stock from a grant of 5,880 shares which commenced vesting at a rate of one-third per year on January 21, 2026. Read SEC document |
| January 21, 2026 Filed Jan 23, 2026 13:54 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 581 | $20.38 | $11,840.78 |
DisclosureSEC source: 0001437749-26-001848 · rdgdoc.xml · nonDerivative · entry 1 Logrono Maricarmen · CIK 0001999607 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,132 F1 · balance_after: Includes 876 shares of restricted stock from a grant of 2,630 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 808 shares of restricted stock from a grant of 2,426 shares which commenced vesting at a rate of one-third per year on March 8, 2024, and 3,920 shares of restricted stock from a grant of 5,880 shares which commenced vesting at a rate of one-third per year on January 21, 2026. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 14:10 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 223 | $17.81 | $3,971.63 |
DisclosureSEC source: 0001437749-25-007198 · rdgdoc.xml · nonDerivative · entry 1 Logrono Maricarmen · CIK 0001999607 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,713 F1 · balance_after: Includes 1,753 shares of unvested restricted stock of which 877 shares vest on January 22, 2026 and 809 shares of unvested on January 22, 2027, and 1,617 shares of restricted stock which from a grant of 2,426 shares which commenced vesting at a rate of one-third per year which commencing on March 8, 2024, and 5,880 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 15:01 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 260 | $18.27 | $4,750.20 |
DisclosureSEC source: 0001437749-25-001777 · rdgdoc.xml · nonDerivative · entry 1 Logrono Maricarmen · CIK 0001999607 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,936 F1 · balance_after: Includes 1,753 shares of restricted stock of which 877 shares vest on January 22, 2026 and 876 shares vest on January 22, 2027, and 1,617 shares of restricted stock which commenced vesting at a rate of one-third per year which commencing on March 8, 2024, and 5,880 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 10:21 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 5,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-001659 · rdgdoc.xml · nonDerivative · entry 1 Logrono Maricarmen · CIK 0001999607 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,196 F1 · shares: Represents the grant of 5,880 shares of restricted stock which vest at a rate of one-third per year commencing on January 21, 2026. F2 · balance_after: Includes 2,630 shares of restricted stock which commenced vesting at a rate of one-third per year on January 22, 2025, and 1,617 shares of restricted stock which commenced vesting at a rate of one-third per year which commencing on March 8, 2024. Read SEC document |
| January 21, 2025 Filed Jan 24, 2025 15:08 UTC Amendment | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 5,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-001781 · rdgdoc.xml · nonDerivative · entry 1 Logrono Maricarmen · CIK 0001999607 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,196 F1 · shares: Represents the grant of 5,880 shares of restricted stock which vest at a rate of one-third per year commencing on January 21, 2026. F2 · acquired: The original form filed on January 23, 2025 incorrectly reported this transaction as a disposition of shares rather than an acquisition. F3 · balance_after: Includes 2,630 shares of restricted stock which commenced vesting at a rate of one-third per year on January 22, 2025, and 1,617 shares of restricted stock which commenced vesting at a rate of one-third per year which commencing on March 8, 2024. Read SEC document |
| March 08, 2024 Filed Mar 11, 2024 13:26 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 240 | $11.15 | $2,676.00 |
DisclosureSEC source: 0001437749-24-007309 · rdgdoc.xml · nonDerivative · entry 1 Logrono Maricarmen · CIK 0001999607 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,316 F1 · balance_after: Includes 2,630 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 1,617 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 16:32 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 2,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002066 · rdgdoc.xml · nonDerivative · entry 1 Logrono Maricarmen · CIK 0001999607 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,556 F1 · shares: Represents the grant of 2,630 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 2,426 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.