Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CapStar Financial Holdings, Inc.CSTR · Entity 92431 | See Remarks | March 03, 2020 | March 05, 2020 |
| USCB FINANCIAL HOLDINGS, INC.USCB · Entity 5618 | EVP and CFO | 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.
CapStar Financial Holdings, Inc.
Report date March 03, 2020 · Filed March 05, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy 401(k)Plan | 827 |
Reported balance
After 2020-03-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2020-03-03 · Other · Acquired 827 · Balance 827 F1: The reported item reflects the reporting person's interest in equivalent shares held by the unitized stock fund in the issuer's 401(k) plan ("Plan"). The unitized stock fund consists of approximately 95% of the issuer's common stock and approximately 5% cash or cash equivalents. The number of shares attributed to the reporting person as a Plan participant and expressed as equivalent shares has been calculated based on the $13.11 closing price of the issuer's common stock on the date of the reported transaction and may change from time to time without the volition of the reporting person depending on the fair market value of the issuer's common stock and the amount of cash in the fund. |
| Common StockSEC Table I · non-derivative | Direct | 29,420 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 29,420 |
| Common StockSEC Table I · non-derivative | Direct | 4,220 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,220 F2: The reported item represents an award of restricted common stock which vests in two equal installments beginning on the first anniversary of the January 31, 2020 grant date. |
| Common StockSEC Table I · non-derivative | Direct | 1,823 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,823 F3: The reported item represents the unvested portion of an award of restricted stock granted on January 23, 2019. As of the date of this report, 911 shares have vested. The remaining 1,823 shares of restricted stock under this award vest on the second and third anniversaries of the grant date, or January 23, 2021 and January 23, 2022, respectively. |
| Common StockSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 5,000 F4: The reported item represents the unvested portion of an award of restricted stock granted on December 19, 2017. The remaining 5,000 shares of restricted stock under this award vest on the third anniversary of the grant date, or December 19, 2020. |
| Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.27 · Expires 2022-12-20 | Direct | 50,000 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 50,000 F5: The reported item represents options which vested in four equal annual installments beginning on the first anniversary of the December 10, 2012 grant date. |
| Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.41 · Expires 2025-02-27 | Direct | 30,000 |
Reported balance
Holding disclosure · report date 2020-03-03 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 30,000 F6: The reported item represents options which vested in four equal annual installments beginning on the first anniversary of the February 27, 2015 grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported item reflects the reporting person's interest in equivalent shares held by the unitized stock fund in the issuer's 401(k) plan ("Plan"). The unitized stock fund consists of approximately 95% of the issuer's common stock and approximately 5% cash or cash equivalents. The number of shares attributed to the reporting person as a Plan participant and expressed as equivalent shares has been calculated based on the $13.11 closing price of the issuer's common stock on the date of the reported transaction and may change from time to time without the volition of the reporting person depending on the fair market value of the issuer's common stock and the amount of cash in the fund.
F2: The reported item represents an award of restricted common stock which vests in two equal installments beginning on the first anniversary of the January 31, 2020 grant date.
F3: The reported item represents the unvested portion of an award of restricted stock granted on January 23, 2019. As of the date of this report, 911 shares have vested. The remaining 1,823 shares of restricted stock under this award vest on the second and third anniversaries of the grant date, or January 23, 2021 and January 23, 2022, respectively.
F4: The reported item represents the unvested portion of an award of restricted stock granted on December 19, 2017. The remaining 5,000 shares of restricted stock under this award vest on the third anniversary of the grant date, or December 19, 2020.
F5: The reported item represents options which vested in four equal annual installments beginning on the first anniversary of the December 10, 2012 grant date.
F6: The reported item represents options which vested in four equal annual installments beginning on the first anniversary of the February 27, 2015 grant date.
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 | 122,699 |
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 1,002 · Balance 122,699 F1: Includes 5,861 shares of restricted stock from a grant of 8,792 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 1,375 shares of restricted stock from a grant of 4,127 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 8,333 shares of restricted stock from a grant of 25,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024 and 8,878 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 Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $8.75 · Expires 2030-09-10 | Direct | 30,000 |
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 30,000 F2: The options vested at a rate of one-third per year commencing on September 10, 2021. |
| Options to Purchase Class A VotingSEC Table II · derivative / convertible security · Conversion / exercise price $12.05 · Expires 2031-09-27 | Direct | 60,000 |
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 60,000 F3: The options vested at a rate of one-third per year commencing on September 27, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 5,861 shares of restricted stock from a grant of 8,792 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 1,375 shares of restricted stock from a grant of 4,127 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 8,333 shares of restricted stock from a grant of 25,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024 and 8,878 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 September 10, 2021.
F3: The options vested at a rate of one-third per year commencing on September 27, 2022.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 08, 2026 Filed Mar 10, 2026 16:01 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 1,002 | $18.45 | $18,486.90 |
DisclosureSEC source: 0001437749-26-007530 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,699 F1 · balance_after: Includes 5,861 shares of restricted stock from a grant of 8,792 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 1,375 shares of restricted stock from a grant of 4,127 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 8,333 shares of restricted stock from a grant of 25,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024 and 8,878 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 15:40 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 8,878 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-002288 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,701 F1 · shares: Represents the grant of 8,878 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027. F2 · balance_after: Includes 5,861 shares of restricted stock from a grant of 8,792 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 1,375 shares of restricted stock from a grant of 4,127 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 2,683 shares of restricted stock from a grant of 8,051 shares which commenced vesting at a rate of one-third per year on March 8, 2024, and 8,333 shares of restricted stock from a grant of 25,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024. Read SEC document |
| January 22, 2026 Filed Jan 26, 2026 14:36 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 514 | $20.70 | $10,639.80 |
DisclosureSEC source: 0001437749-26-002049 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,823 F1 · balance_after: Includes 5,861 shares of restricted stock from a grant of 8,792 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 1,375 shares of restricted stock from a grant of 4,127 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 2,683 shares of restricted stock from a grant of 8,051 shares which commenced vesting at a rate of one-third per year on March 8, 2024, and 8,333 shares of restricted stock from a grant of 25,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024. Read SEC document |
| January 21, 2026 Filed Jan 23, 2026 14:02 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 1,094 | $20.38 | $22,295.72 |
DisclosureSEC source: 0001437749-26-001854 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,337 F1 · balance_after: Includes 5,661 shares of restricted stock from a grant of 8,761 shares which commenced vesting at a rate of one-third per year on January 21, 2026, 1,375 shares of restricted stock from a grant of 4,127 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 2,683 shares of restricted stock from a grant of 8,051 shares which commenced vesting at a rate of one-third per year on March 8, 2024, and 8,333 shares of restricted stock from a grant of 25,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 12:24 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 3,554 | $18.42 | $65,464.68 |
DisclosureSEC source: 0001437749-26-000235 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,431 F1 · balance_after: Includes 8,792 shares of restricted stock which vest at a rate of one-third per year commencing on January 21, 2026, 2,751 shares of restricted stock of a grant of 4,127 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 2,683 shares of restricted stock of a grant of 8,051 shares which commenced vesting at a rate of one-third per year on March 8, 2024, and 8,333 shares of restricted stock from a grant of 25,000 shares which commenced vesting at a rate of one-third per year on December 31, 2024. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 14:04 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 1,011 | $17.81 | $18,005.91 |
DisclosureSEC source: 0001437749-25-007194 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,985 F1 · balance_after: Includes 8,792 shares of restricted stock which vest at a rate of one-third per year commencing on January 21, 2026, 2,751 shares of restricted stock of a grant of 4,127 shares which commenced vesting at a rate of one-third per year on January 22, 2025, 2,683 shares of restricted stock of a grant of 8,051 shares which commenced vesting at a rate of one-third per year on March 8, 2024, and 25,000 shares of restricted stock, one-third of which vested on December 31, 2024 and the remaining two-thirds vest pro rata on December 31, 2025 and 2026. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 10:23 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 8,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-001660 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,996 F1 · shares: Represents the grant of 8,792 shares of restricted stock which vest at a rate of one-third per year commencing on January 21, 2026. F2 · balance_after: Includes 4,127 shares of restricted stock which commenced vesting at a rate of one-third per year on January 22, 2025, 5,367 shares of restricted stock which commenced vesting at a rate of one-third per year on March 8, 2024, and 25,000 shares of restricted stock one-third of which vested on December 31, 2024 and the remaining two-thirds vest pro rata on December 31, 2025 and 2026. Read SEC document |
| October 28, 2024 Filed Oct 30, 2024 17:15 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-032650 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,204 F1 · shares: Represents the grant of 25,000 shares of restricted stock which vest at a rate of one-third per year commencing on December 31, 2024. F2 · balance_after: Includes 4,127 shares of restricted stock which vest at a rate of one-third per year commencing on January 22, 2025, and 5,367 shares of restricted stock which vest at a rate of one-third per year commencing on March 8, 2024. Read SEC document |
| May 24, 2024 Filed May 24, 2024 13:58 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | PurchaseClass A Voting Common Stock | 271 | $11.94 | $3,235.74 |
DisclosureSEC source: 0001437749-24-018295 · rdgdoc.xml · nonDerivative · entry 2 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,204 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $11.69 to $12.00, inclusive. The reporting person undertakes to provide to USCB, any securities holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 4,127 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 5,367 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 |
| May 23, 2024 Filed May 24, 2024 13:58 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | PurchaseClass A Voting Common Stock | 7,000 | $12.12 | $84,840.00 |
DisclosureSEC source: 0001437749-24-018295 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,933 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $11.86 to $12.20, inclusive. The reporting person undertakes to provide to USCB Financial Holdings, Inc. ("USCB"), any securities holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| May 16, 2024 Filed May 17, 2024 13:34 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | PurchaseClass A Voting Common Stock | 525 | $12.15 | $6,378.75 |
DisclosureSEC source: 0001437749-24-017417 · rdgdoc.xml · nonDerivative · entry 2 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,933 F2 · balance_after: Includes 4,127 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 5,367 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 |
| May 15, 2024 Filed May 17, 2024 13:34 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | PurchaseClass A Voting Common Stock | 5,000 | $12.13 | $60,650.00 |
DisclosureSEC source: 0001437749-24-017417 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,408 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $11.96 to $12.14, inclusive. The reporting person undertakes to provide to USCB Financial Holdings, Inc. ("USCB"), any securities holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| May 07, 2024 Filed May 7, 2024 13:51 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | PurchaseClass A Voting Common Stock | 3,000 | $12.38 | $37,140.00 |
DisclosureSEC source: 0001437749-24-015035 · rdgdoc.xml · nonDerivative · entry 2 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,408 F2 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $12.12 to $12.45, inclusive. The reporting person undertakes to provide to USCB, any securities holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 4,127 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 5,367 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 |
| May 06, 2024 Filed May 7, 2024 13:51 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | PurchaseClass A Voting Common Stock | 3,000 | $11.91 | $35,730.00 |
DisclosureSEC source: 0001437749-24-015035 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,408 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $11.47 to $11.99, inclusive. The reporting person undertakes to provide to USCB Financial Holdings, Inc. ("USCB"), any securities holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| May 01, 2024 Filed May 1, 2024 15:48 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | PurchaseClass A Voting Common Stock | 987 | $11.48 | $11,330.76 |
DisclosureSEC source: 0001437749-24-014153 · rdgdoc.xml · nonDerivative · entry 2 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,408 F2 · balance_after: Includes 4,127 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 5,367 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 |
| April 30, 2024 Filed May 1, 2024 15:48 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | PurchaseClass A Voting Common Stock | 19,289 | $11.14 | $214,879.46 |
DisclosureSEC source: 0001437749-24-014153 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,421 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $10.97 to $11.41, inclusive. The reporting person undertakes to provide to USCB Financial Holdings, Inc. ("USCB"), any securities holder of USCB, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| March 14, 2024 Filed Mar 14, 2024 17:41 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | PurchaseClass A Voting Common Stock | 4,000 | $11.21 | $44,840.00 |
DisclosureSEC source: 0001437749-24-007899 · rdgdoc.xml · nonDerivative · entry 2 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,132 F1 · balance_after: Includes 4,127 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 5,367 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 13, 2024 Filed Mar 14, 2024 17:41 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | PurchaseClass A Voting Common Stock | 3,400 | $11.33 | $38,506.70 |
DisclosureSEC source: 0001437749-24-007899 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,132 Read SEC document |
| March 12, 2024 Filed Mar 12, 2024 15:55 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | PurchaseClass A Voting Common Stock | 3,600 | $11.29 | $40,644.00 |
DisclosureSEC source: 0001437749-24-007441 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,732 F1 · balance_after: Includes 4,127 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 5,367 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, 2024 Filed Mar 11, 2024 13:22 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 796 | $11.15 | $8,875.40 |
DisclosureSEC source: 0001437749-24-007302 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,132 F1 · balance_after: Includes 4,127 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 5,367 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 16:22 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 4,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002052 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,928 F1 · shares: Represents the grant of 4,127 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 8,051 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 |
| December 14, 2023 Filed Dec 14, 2023 16:22 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | PurchaseClass A Voting Common Stock | 8,750 | $12.35 | $108,062.50 |
DisclosureSEC source: 0001437749-23-034445 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,801 F1 · balance_after: Includes the grant of 8,051 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 |
| May 02, 2023 Filed May 3, 2023 10:26 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | PurchaseClass A Voting Common Stock | 3,000 | $9.50 | $28,500.00 |
DisclosureSEC source: 0001437749-23-012221 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,051 F1 · balance_after: Includes the grant of 8,051 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 13:55 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 8,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-006133 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,051 F1 · shares: Represents the grant of 8,051 shares of restricted stock which vest at a rate of one-third per year commencing on the first anniversary of the date of grant, which was 3/8/2023. Read SEC document |
| November 21, 2022 Filed Nov 22, 2022 11:55 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | PurchaseClass A Voting Common Stock | 4,000 | $13.40 | $53,600.00 |
DisclosureSEC source: 0001437749-22-027880 · rdgdoc.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 16:01 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | OtherCommon Stock | 827 | $13.11 | $10,841.97 |
DisclosureSEC source: 0000899243-20-007173 · doc4.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k)Plan Disclosed balance after: 827 F1 · price: The reported item reflects the reporting person's interest in equivalent shares held by the unitized stock fund in the issuer's 401(k) plan ("Plan"). The unitized stock fund consists of approximately 95% of the issuer's common stock and approximately 5% cash or cash equivalents. The number of shares attributed to the reporting person as a Plan participant and expressed as equivalent shares has been calculated based on the $13.11 closing price of the issuer's common stock on the date of the reported transaction and may change from time to time without the volition of the reporting person depending on the fair market value of the issuer's common stock and the amount of cash in the fund. F1 · balance_after: The reported item reflects the reporting person's interest in equivalent shares held by the unitized stock fund in the issuer's 401(k) plan ("Plan"). The unitized stock fund consists of approximately 95% of the issuer's common stock and approximately 5% cash or cash equivalents. The number of shares attributed to the reporting person as a Plan participant and expressed as equivalent shares has been calculated based on the $13.11 closing price of the issuer's common stock on the date of the reported transaction and may change from time to time without the volition of the reporting person depending on the fair market value of the issuer's common stock and the amount of cash in the fund. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 18:13 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | GrantCommon Stock | 4,220 | $15.41 | $65,030.20 |
DisclosureSEC source: 0000899243-20-002879 · doc4.xml · nonDerivative · entry 3 Anderson Robert B. · CIK 0001685230 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,220 F3 · security: The reported items represents an award of restricted common stock which vests in two equal installments beginning on the first anniversary of the January 31, 2020 grant date. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 18:13 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | Tax withholdingCommon Stock | 1,006 | $15.41 | $15,502.46 |
DisclosureSEC source: 0000899243-20-002879 · doc4.xml · nonDerivative · entry 2 Anderson Robert B. · CIK 0001685230 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,420 F2 · security: The reported item represents the number of shares withheld by the issuer on January 31, 2020 to cover tax withholding obligations in connection with the vesting of 2,110 shares granted pursuant to an award of restricted stock on January 31, 2020. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 18:13 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | GrantCommon Stock | 2,110 | $15.41 | $32,515.10 |
DisclosureSEC source: 0000899243-20-002879 · doc4.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,426 F1 · security: The reported item represents an award of restricted common stock which is fully vested upon issuance. Read SEC document |
| January 23, 2020 Filed Jan 24, 2020 16:39 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | Tax withholdingCommon Stock | 435 | $16.23 | $7,060.05 |
DisclosureSEC source: 0000899243-20-001978 · doc4.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,316 F1 · security: The reported item represents the number of shares withheld by the issuer on January 23, 2020 to cover tax withholding obligations in connection with the vesting of 911 shares granted pursuant to an award of restricted stock on January 23, 2019. Read SEC document |
| December 19, 2019 Filed Dec 19, 2019 18:44 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | Tax withholdingCommon Stock | 2,118 | $17.16 | $36,344.88 |
DisclosureSEC source: 0000899243-19-029686 · doc4.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,840 F1 · security: The reported item represents the number of shares withheld by the issuer on December 19, 2019 to cover tax withholding obligations in connection with the vesting of 5,000 shares granted pursuant to an award of restricted stock on December 19, 2017. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 18:59 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | Tax withholdingCommon Stock | 404 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-006269 · doc4.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,958 F1 · security: The reported item represents the number of shares withheld by the issuer on March 1, 2019 to cover tax withholding obligations in connection with the vesting of 1,656 shares granted pursuant to an award of restricted stock on March 2, 2016. The reported item also includes the unvested portion of an award of 100 shares of restricted stock granted on September 1, 2016. As of the date of this report, 66 shares have vested. The remaining 34 shares of restricted stock under this award vest on the third anniversary of the grant date, or September 1, 2019. Read SEC document |
| January 23, 2019 Filed Jan 30, 2019 17:30 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | GrantCommon Stock | 2,734 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-002206 · doc4.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,734 F1 · security: The reported item represents an award of restricted stock which vests in three equal installments beginning on the first anniversary of the January 23, 2019 grant date. Read SEC document |
| December 28, 2018 Filed Jan 2, 2019 20:31 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | GrantCommon Stock | 5,600 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-000191 · doc4.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,706 F1 · security: The reported item represents an award of restricted common stock which is fully vested upon issuance. Additionally, the reported item includes the unvested portion of an award of 100 shares of restricted stock granted on September 1, 2016. As of the date of this report, 66 shares have vested. The remaining 34 shares of restricted common stock under this award vest on the third anniversary of the grant date, or September 1, 2019. Following the reported transactions in this Form 4, the reporting person directly owns 23,672 shares of common stock not subject to restriction or vesting. Read SEC document |
| December 19, 2018 Filed Dec 21, 2018 17:30 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | Tax withholdingCommon Stock | 1,218 | $14.75 | $17,965.50 |
DisclosureSEC source: 0000899243-18-031602 · doc4.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,106 F1 · security: The reported item represents the number of shares withheld by the issuer on December 19, 2018 to satisfy tax withholding obligations in connection with the vesting of 5,000 shares granted pursuant to an award of restricted stock on December 19, 2017. Additionally, the reported item includes the unvested portion of an award of 100 shares of restricted stock granted on September 1, 2016. As of the date of this report, 66 shares have vested. The remaining 34 shares of restricted common stock under this award vest on the third anniversary of the grant date, or September 1, 2019. Following the reported transactions in this Form 4, the reporting person directly owns 18,072 shares of common stock not subject to restriction or vesting. Read SEC document |
| March 02, 2018 Filed Aug 24, 2018 19:30 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | Tax withholdingCommon Stock | 492 | $17.92 | $8,816.64 |
DisclosureSEC source: 0000899243-18-023269 · doc4.xml · nonDerivative · entry 2 Anderson Robert B. · CIK 0001685230 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,346 F2 · security: The reported item represents the number of shares withheld by the issuer on March 2, 2018 to cover tax withholding obligations in connection with the vesting of 1,656 shares granted pursuant to an award of restricted stock on March 2, 2016. Following the reported transactions in this Form 4, the reporting person directly owns 12,346 shares of common stock not subject to restriction or vesting. Read SEC document |
| February 27, 2018 Filed Aug 24, 2018 19:30 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | Tax withholdingCommon Stock | 3,818 | $19.65 | $75,023.70 |
DisclosureSEC source: 0000899243-18-023269 · doc4.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,838 F1 · security: The reported item represents the number of shares withheld by the issuer on February 27, 2018 to cover tax withholding obligations in connection with the vesting of 15,000 shares granted pursuant to an award of restricted stock on February 27, 2015. Read SEC document |
| December 19, 2017 Filed Jan 8, 2018 18:06 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-000725 · doc4.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 F1 · security: The reported item represents an award of restricted common stock which vests in three equal installments beginning on the first anniversary of the December 19, 2017 grant date. Read SEC document |
| March 07, 2017 Filed Mar 9, 2017 16:01 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | Tax withholdingCommon Stock | 444 | $19.75 | $8,769.00 |
DisclosureSEC source: 0000899243-17-006981 · doc4.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,878 F1 · security: The reported item represents the number of shares withheld by the issuer on March 7, 2017, to cover tax withholding obligations in connection with the vesting of 1,656 shares pursuant to an award of restricted stock on March 2, 2016. Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 18:31 UTC | CapStar Financial Holdings, Inc. CSTR · Entity 92431 | PurchaseCommon Stock | 666 | $15.00 | $9,990.00 |
DisclosureSEC source: 0000899243-16-029937 · doc4.xml · nonDerivative · entry 1 Anderson Robert B. · CIK 0001685230 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666 F1 · shares: Shares purchased pursuant to the Issuer's Directed Share Program in connection with the initial public offering of the Issuer's Common Stock. 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.