Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| USCB FINANCIAL HOLDINGS, INC.USCB · Entity 5618 | Director | October 08, 2025 | October 09, 2025 |
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 October 08, 2025 · Filed October 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Voting Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-10-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-10-08 · Gift · Disposed 10,000 · Balance 0 F1: The reporting person transferred 10,000 shares of USCB Class A common stock for no consideration to the Second Restatement of the Aida T. Levitian Living Trust u/t/d December 20, 2012. The reporting person is the trustee of the trust and the reporting person and members of her family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust. |
| Class A Voting Common StockSEC Table I · non-derivative | IndirectSee footnote | 24,968 |
Reported balance
Holding disclosure · report date 2025-10-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 24,968 F1: The reporting person transferred 10,000 shares of USCB Class A common stock for no consideration to the Second Restatement of the Aida T. Levitian Living Trust u/t/d December 20, 2012. The reporting person is the trustee of the trust and the reporting person and members of her family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.35 · Expires 2029-09-23 | Direct | 4,000 |
Reported balance
Holding disclosure · report date 2025-10-08 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 4,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person transferred 10,000 shares of USCB Class A common stock for no consideration to the Second Restatement of the Aida T. Levitian Living Trust u/t/d December 20, 2012. The reporting person is the trustee of the trust and the reporting person and members of her family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust.
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 |
|---|---|---|---|---|---|---|
| October 08, 2025 Filed Oct 9, 2025 17:10 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GiftClass A Voting Common Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-030769 · rdgdoc.xml · nonDerivative · entry 1 LEVITAN AIDA · CIK 0001916959 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · ownership.direct: The reporting person transferred 10,000 shares of USCB Class A common stock for no consideration to the Second Restatement of the Aida T. Levitian Living Trust u/t/d December 20, 2012. The reporting person is the trustee of the trust and the reporting person and members of her family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust. Read SEC document |
| September 12, 2025 Filed Sep 16, 2025 16:23 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $7.50 | $0.00 |
DisclosureSEC source: 0001437749-25-029133 · rdgdoc.xml · derivative · entry 5 LEVITAN AIDA · CIK 0001916959 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2028-07-23 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. Read SEC document |
| September 12, 2025 Filed Sep 16, 2025 16:23 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Exercise / conversionStock Option (Right to Buy) · Derivative | 7,500 | $0.00 Strike: $7.50 | $0.00 |
DisclosureSEC source: 0001437749-25-029133 · rdgdoc.xml · derivative · entry 4 LEVITAN AIDA · CIK 0001916959 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2026-03-22 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. Read SEC document |
| September 12, 2025 Filed Sep 16, 2025 16:23 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Exercise / conversionClass A Voting Common Stock | 2,500 | $7.50 | $18,750.00 |
DisclosureSEC source: 0001437749-25-029133 · rdgdoc.xml · nonDerivative · entry 2 LEVITAN AIDA · CIK 0001916959 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 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. Read SEC document |
| September 12, 2025 Filed Sep 16, 2025 16:23 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Exercise / conversionClass A Voting Common Stock | 7,500 | $7.50 | $56,250.00 |
DisclosureSEC source: 0001437749-25-029133 · rdgdoc.xml · nonDerivative · entry 1 LEVITAN AIDA · CIK 0001916959 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,500 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. Read SEC document |
| February 13, 2023 Filed Feb 23, 2023 16:47 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Disposition to issuerClass A Voting Common Stock | 250 | $12.08 | $3,020.00 |
DisclosureSEC source: 0001437749-23-004304 · rdgdoc.xml · nonDerivative · entry 2 LEVITAN AIDA · CIK 0001916959 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 14,968 F1 · ownership.nature: By The Second Restatement of the Aida T. Levitian Living Trust u/t/d December 20, 2012. Read SEC document |
| February 10, 2023 Filed Feb 23, 2023 16:47 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | Disposition to issuerClass A Voting Common Stock | 250 | $12.30 | $3,075.00 |
DisclosureSEC source: 0001437749-23-004304 · rdgdoc.xml · nonDerivative · entry 1 LEVITAN AIDA · CIK 0001916959 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 14,718 F1 · ownership.nature: By The Second Restatement of the Aida T. Levitian Living Trust u/t/d December 20, 2012. 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.