Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| USCB FINANCIAL HOLDINGS, INC.USCB · Entity 5618 | EVP, Global Banking | March 08, 2026 | March 10, 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 March 08, 2026 · Filed March 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Voting Common StockSEC Table I · non-derivative | Direct | 33,168 |
Reported balance
After 2026-03-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-08 · Tax withholding · Disposed 441 · Balance 33,168 F1: Includes 957 shares of restricted stock from a grant of 2,872 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, 4,078 shares of restricted stock from a grant of 6,118 shares which commenced vesting at a rate of one-third per year on January 21, 2026 and 6,177 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 | 20,000 |
Reported balance
Holding disclosure · report date 2026-03-08 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 20,000 F2: The options vested at a rate of one-third per year commencing on September 27, 2022. |
| Options to Purchase Class A Voting StockSEC Table II · derivative / convertible security · Conversion / exercise price $7.50 · Expires 2027-07-01 | Direct | 8,000 |
Reported balance
Holding disclosure · report date 2026-03-08 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 8,000 F3: The options vested at a rate of one-third per year commencing on July 1, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 957 shares of restricted stock from a grant of 2,872 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, 4,078 shares of restricted stock from a grant of 6,118 shares which commenced vesting at a rate of one-third per year on January 21, 2026 and 6,177 shares of restricted stock which vest at the rate of one-third per year commencing on January 27, 2027.
F2: The options vested at a rate of one-third per year commencing on September 27, 2022.
F3: The options vested at a rate of one-third per year commencing on July 1, 2018.
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 20:04 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 441 | $18.45 | $8,136.45 |
DisclosureSEC source: 0001437749-26-007535 · rdgdoc.xml · nonDerivative · entry 1 GOMEZ OSCAR · CIK 0001916971 · EVP, Global Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,168 F1 · balance_after: Includes 957 shares of restricted stock from a grant of 2,872 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, 4,078 shares of restricted stock from a grant of 6,118 shares which commenced vesting at a rate of one-third per year on January 21, 2026 and 6,177 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 20:47 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 6,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-002297 · rdgdoc.xml · nonDerivative · entry 1 GOMEZ OSCAR · CIK 0001916971 · Executive VP, Global Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,609 F1 · shares: Represents the grant of 6,177 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027. F2 · balance_after: Includes 957 shares of restricted stock from a grant of 2,872 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 1,813 shares of restricted stock from a grant of 5,439 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 4,078 shares of restricted stock from a grant of 6,118 shares which commenced vesting at a rate of one-third per year on January 21, 2026. Read SEC document |
| January 22, 2026 Filed Jan 26, 2026 19:46 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 284 | $20.70 | $5,878.80 |
DisclosureSEC source: 0001437749-26-002059 · rdgdoc.xml · nonDerivative · entry 1 GOMEZ OSCAR · CIK 0001916971 · Executive VP, Global Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,432 F1 · balance_after: Includes 957 shares of restricted stock from a grant of 2,872 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 1,813 shares of restricted stock from a grant of 5,439 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 4,078 shares of restricted stock from a grant of 6,118 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 18:50 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 605 | $20.38 | $12,329.90 |
DisclosureSEC source: 0001437749-26-001843 · rdgdoc.xml · nonDerivative · entry 1 GOMEZ OSCAR · CIK 0001916971 · Executive VP, Global Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,752 F1 · balance_after: Includes 957 shares of restricted stock from a grant of 2,872 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 1,813 shares of restricted stock from a grant of 5,439 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 4,078 shares of restricted stock from a grant of 6,118 shares which commenced vesting at a rate of one-third per year on January 21, 2026. Read SEC document |
| October 28, 2025 Filed Oct 30, 2025 16:23 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 1,218 | $17.60 | $21,436.80 |
DisclosureSEC source: 0001437749-25-032352 · rdgdoc.xml · nonDerivative · entry 1 GOMEZ OSCAR · CIK 0001916971 · Executive VP, Global Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,357 F1 · balance_after: Includes 1,914 shares of restricted stock of which 957 shares vest on each of January 22, 2026 and January 22, 2027, 1,813 shares of restricted stock of a grant of 5,439 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 on October 28, 2025, and 6,118 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 18:01 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 432 | $17.81 | $7,693.92 |
DisclosureSEC source: 0001437749-25-007191 · rdgdoc.xml · nonDerivative · entry 1 GOMEZ OSCAR · CIK 0001916971 · Executive VP, Global Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,575 F1 · balance_after: Includes 1,914 shares of restricted stock of which 957 shares vest on each of January 22, 2026 and January 22, 2027, 1,813 shares of restricted stock of a grant of 5,439 shares 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, and 6,118 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 18:08 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 284 | $18.27 | $5,188.68 |
DisclosureSEC source: 0001437749-25-001760 · rdgdoc.xml · nonDerivative · entry 1 GOMEZ OSCAR · CIK 0001916971 · Executive VP, Global Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,007 F1 · balance_after: Includes 1,914 shares of restricted stock of which 957 shares vest on each of January 22, 2026 and January 22, 2027, 3,626 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, and 6,118 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 15:31 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 6,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-001665 · rdgdoc.xml · nonDerivative · entry 1 GOMEZ OSCAR · CIK 0001916971 · Executive VP, Global Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,291 F1 · shares: Represents the grant of 6,118 shares of restricted stock which vest at a rate of one-third per year commencing on January 21, 2026. F2 · balance_after: Includes 2,872 shares of restricted stock which commenced vesting at a rate of one-third per year on January 22, 2025, 3,626 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 21:13 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-032648 · rdgdoc.xml · nonDerivative · entry 1 GOMEZ OSCAR · CIK 0001916971 · Executive VP, Global Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,173 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 2,872 shares of restricted stock which vest at a rate of one-third per year commencing on January 22, 2025, and 3,626 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 17:21 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 538 | $11.15 | $5,998.70 |
DisclosureSEC source: 0001437749-24-007300 · rdgdoc.xml · nonDerivative · entry 1 GOMEZ OSCAR · CIK 0001916971 · Executive VP, Global Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,173 F1 · balance_after: Includes 2,872 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 3,626 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 21:27 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 2,872 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002061 · rdgdoc.xml · nonDerivative · entry 1 GOMEZ OSCAR · CIK 0001916971 · Executive VP, Global Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,711 F1 · shares: Represents the grant of 2,872 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 5,439 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 19:03 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 5,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-006142 · rdgdoc.xml · nonDerivative · entry 1 GOMEZ OSCAR · CIK 0001916971 · Executive VP, Global Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,839 F1 · shares: Represents the grant of 5,439 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.