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 Credit Officer | January 27, 2026 | January 28, 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 January 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Voting Common StockSEC Table I · non-derivative | Direct | 10,692 |
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 5,699 · Balance 10,692 F1: Represents the grant of 5,699 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027. F2: Includes 3,694 shares of restricted stock from a grant of 5,541 shares which commenced vesting at a rate of one-third per year on January 21, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of 5,699 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027.
F2: Includes 3,694 shares of restricted stock from a grant of 5,541 shares which commenced vesting at a rate of one-third per year on January 21, 2026.
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 |
|---|---|---|---|---|---|---|
| January 27, 2026 Filed Jan 28, 2026 15:54 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 5,699 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-002304 · rdgdoc.xml · nonDerivative · entry 1 Turner William · CIK 0002002866 · EVP and Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,692 F1 · shares: Represents the grant of 5,699 shares of restricted stock which vest at a rate of one-third per year commencing on January 27, 2027. F2 · balance_after: Includes 3,694 shares of restricted stock from a grant of 5,541 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 13:48 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Tax withholdingClass A Voting Common Stock | 548 | $20.38 | $11,168.24 |
DisclosureSEC source: 0001437749-26-001841 · rdgdoc.xml · nonDerivative · entry 1 Turner William · CIK 0002002866 · EVP and Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,993 F1 · balance_after: Includes 3,694 shares of restricted stock from a grant of 5,541 shares which commenced vesting at a rate of one-third per year on January 21, 2026. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 10:26 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 5,541 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-001662 · rdgdoc.xml · nonDerivative · entry 1 Turner William · CIK 0002002866 · EVP and Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,541 F1 · shares: Represents the grant of 5,541 shares of restricted stock which vest at a rate of one-third per year commencing on January 21, 2026. 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.