Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| USCB FINANCIAL HOLDINGS, INC.USCB · Entity 5618 | EVP, Sales and Marketing | 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 | 40,638 |
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 401 · Balance 40,638 F1: Includes 885 shares of restricted stock from a grant of 2,655 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 13,333 shares of restricted stock from a grant of 20,000 shares which commenced vesting at a rate of one-third per year on October 28, 2025, 3,938 shares of restricted stock from a grant of 5,907 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 a rate of one-third per year commencing on January 27, 2027. |
| Options to Purchase Class A Voting StockSEC Table II · derivative / convertible security · Conversion / exercise price $12.05 · Expires 2031-09-27 | Direct | 40,000 |
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 40,000 F2: The options vested at a rate of one-third per year commencing on January 22, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 885 shares of restricted stock from a grant of 2,655 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 13,333 shares of restricted stock from a grant of 20,000 shares which commenced vesting at a rate of one-third per year on October 28, 2025, 3,938 shares of restricted stock from a grant of 5,907 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 a 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 January 22, 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, 2026 Filed Mar 10, 2026 20:05 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 401 | $18.45 | $7,398.45 |
DisclosureSEC source: 0001437749-26-007537 · rdgdoc.xml · nonDerivative · entry 1 GUERRA-KATTOU MARTHA · CIK 0001916962 · EVP, Sales and Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,638 F1 · balance_after: Includes 885 shares of restricted stock from a grant of 2,655 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 13,333 shares of restricted stock from a grant of 20,000 shares which commenced vesting at a rate of one-third per year on October 28, 2025, 3,938 shares of restricted stock from a grant of 5,907 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 a rate of one-third per year commencing on January 27, 2027. Read SEC document |
| January 27, 2026 Filed Jan 28, 2026 20:50 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 6,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-002300 · rdgdoc.xml · nonDerivative · entry 1 GUERRA-KATTOU MARTHA · CIK 0001916962 · EVP, Sales and Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,039 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 885 shares of restricted stock from a grant of 2,655 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 1,645 shares of restricted stock from a grant of 4,933 shares which commenced vesting at a rate of one-third per year on March 8, 2024, 13,333 shares of restricted stock from a grant of 20,000 shares which commenced vesting at a rate of one-third per year on October 28, 2025 and 3,938 shares of restricted stock from a grant of 5,907 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 19:53 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 262 | $20.70 | $5,423.40 |
DisclosureSEC source: 0001437749-26-002062 · rdgdoc.xml · nonDerivative · entry 1 GUERRA-KATTOU MARTHA · CIK 0001916962 · EVP, Sales and Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,822 F1 · balance_after: Includes 885 shares of restricted stock from a grant of 2,655 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 1,645 shares of restricted stock from a grant of 4,933 shares which commenced vesting at a rate of one-third per year on March 8, 2024, 13,333 shares of restricted stock from a grant of 20,000 shares which commenced vesting at a rate of one-third per year on October 28, 2025 and 3,938 shares of restricted stock from a grant of 5,907 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 18:59 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 584 | $20.38 | $11,901.92 |
DisclosureSEC source: 0001437749-26-001852 · rdgdoc.xml · nonDerivative · entry 1 GUERRA-KATTOU MARTHA · CIK 0001916962 · EVP, Sales and Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,132 F1 · balance_after: Includes 885 shares of restricted stock from a grant of 2,655 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 1,644 shares of restricted stock from a grant of 4,933 shares which commenced vesting at a rate of one-third per year on March 8, 2024, 13,333 shares of restricted stock from a grant of 20,000 shares which commenced vesting at a rate of one-third per year on October 28, 2025 and 3,938 shares of restricted stock from a grant of 5,907 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 16:22 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 1,623 | $17.60 | $28,564.80 |
DisclosureSEC source: 0001437749-25-032351 · rdgdoc.xml · nonDerivative · entry 1 GUERRA-KATTOU MARTHA · CIK 0001916962 · EVP, Sales and Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,716 F1 · balance_after: Includes 1,770 shares of restricted stock of a grant of 2,655 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 1,644 shares of restricted stock of a grant of 4,933 shares which commenced vesting at a rate of one-third per year on March 8, 2024, 13,333 shares of restricted stock of a grant of 20,000 shares which commenced vesting at a rate of one-third per year commencing on October 28, 2025 and 5,907 shares of restricted stock which vest at a rate of one-third per year commencing on January 21, 2026. Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 19:10 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Exercise / conversionOptions to Purchase Class A Voting Stock · Derivative | 6,000 | $0.00 Strike: $7.50 | $0.00 |
DisclosureSEC source: 0001437749-25-028672 · rdgdoc.xml · derivative · entry 3 GUERRA-KATTOU MARTHA · CIK 0001916962 · EVP, Sales and Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Voting Common Stock · 6,000 shares Expires 2026-01-12 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. F2 · derivative.exercise_date: The options vested at a rate of one-third per year commencing on January 12, 2017. Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 19:10 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | SaleClass A Voting Common Stock | 6,000 | $16.85 | $101,100.00 |
DisclosureSEC source: 0001437749-25-028672 · rdgdoc.xml · nonDerivative · entry 2 GUERRA-KATTOU MARTHA · CIK 0001916962 · EVP, Sales and Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,339 F1 · balance_after: Includes 1,770 shares of restricted stock of a grant of 2,655 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 1,644 shares of restricted stock of a grant of 4,933 shares which commenced vesting at a rate of one-third per year on March 8, 2024, 20,000 of restricted stock which vest at a rate of one-third per year commencing on October 28, 2025 and 5,907 shares of restricted stock which vest at a rate of one-third per year commencing on January 21, 2026. Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 19:10 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Exercise / conversionClass A Voting Common Stock | 6,000 | $7.50 | $45,000.00 |
DisclosureSEC source: 0001437749-25-028672 · rdgdoc.xml · nonDerivative · entry 1 GUERRA-KATTOU MARTHA · CIK 0001916962 · EVP, Sales and Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,339 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 1,770 shares of restricted stock of a grant of 2,655 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 1,644 shares of restricted stock of a grant of 4,933 shares which commenced vesting at a rate of one-third per year on March 8, 2024, 20,000 of restricted stock which vest at a rate of one-third per year commencing on October 28, 2025 and 5,907 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 18:16 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 407 | $17.81 | $7,248.67 |
DisclosureSEC source: 0001437749-25-007204 · rdgdoc.xml · nonDerivative · entry 1 GUERRA-KATTOU MARTHA · CIK 0001916962 · EVP, Sales and Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,339 F1 · balance_after: Includes 1,644 shares of restricted stock of a grant of 4,933 shares of which one-half vest on each of January 22, 2026 and January 22, 2027, 1,644 shares of restricted stock of a grant of 4,933 shares which commenced vesting at a rate of one-third per year on March 8, 2024, 20,000 shares of restricted stock which vest at a rate of one-third per year commencing on October 28, 2025 and 5,097 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 | 262 | $18.27 | $4,786.74 |
DisclosureSEC source: 0001437749-25-001762 · rdgdoc.xml · nonDerivative · entry 1 GUERRA-KATTOU MARTHA · CIK 0001916962 · EVP, Sales and Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,746 F1 · balance_after: Includes 1,770 shares of restricted stock of which one-half vest on each of January 22, 2026 and January 22, 2027, 3,289 shares of restricted stock which commenced vesting at a rate of one-third per year on March 8, 2024, 20,000 shares of restricted stock which vest at a rate of one-third per year commencing on October 28, 2025 and 5,097 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 15:28 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 5,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-001663 · rdgdoc.xml · nonDerivative · entry 1 GUERRA-KATTOU MARTHA · CIK 0001916962 · EVP, Sales and Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,008 F1 · shares: Represents the grant of 5,097 shares of restricted stock which vest at a rate of one-third per year commencing on January 21, 2026. F2 · balance_after: Includes 2,655 shares of restricted stock which commenced vesting at a rate of one-third per year on January 22, 2025, 3,289 shares of restricted stock which commenced vesting at a rate of one-third per year on March 8, 2024, and 20,000 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 21:17 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-032655 · rdgdoc.xml · nonDerivative · entry 1 GUERRA-KATTOU MARTHA · CIK 0001916962 · EVP, Sales and Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,101 F1 · shares: Represents the grant of 20,000 shares of restricted stock which vest at a rate of one-third per year commencing on October 28, 2025. F2 · balance_after: Includes 2,655 shares of restricted stock which vest at a rate of one-third per year commencing on January 22, 2025, and 3,289 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 17:23 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 487 | $11.15 | $5,430.05 |
DisclosureSEC source: 0001437749-24-007304 · rdgdoc.xml · nonDerivative · entry 1 GUERRA-KATTOU MARTHA · CIK 0001916962 · EVP, Sales and Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,101 F1 · balance_after: Includes 2,655 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 3,289 shares of restricted stock which vest at a rate of one-third per year commencing on the first anniversary of the date of grant, which was 3/8/2023. Read SEC document |
| January 22, 2024 Filed Jan 24, 2024 21:18 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 2,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002048 · rdgdoc.xml · nonDerivative · entry 1 GUERRA-KATTOU MARTHA · CIK 0001916962 · EVP, Sales and Marketing 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,588 F1 · shares: Represents the grant of 2,655 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 4,933 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 19:01 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 4,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-006141 · rdgdoc.xml · nonDerivative · entry 1 GUERRA-KATTOU MARTHA · CIK 0001916962 · EVP, Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,933 F1 · shares: Represents the grant of 4,933 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.