Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| USCB FINANCIAL HOLDINGS, INC.USCB · Entity 5618 | Director | April 22, 2024 | April 30, 2024 |
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 April 22, 2024 · Filed April 30, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Voting Common StockSEC Table I · non-derivative | Direct | 12,386 |
Reported balance
After 2024-04-22 transaction · row 1
1 source rowRow 1 · 2024-04-22 · Grant · Acquired 4,229 · Balance 12,386 F1: Represents the grant of 4,229 shares of restricted stock which vest on April 30, 2024. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.33 · Expires 2032-03-31 | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2024-04-22 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 5,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of 4,229 shares of restricted stock which vest on April 30, 2024.
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 |
|---|---|---|---|---|---|---|
| April 22, 2024 Filed Apr 30, 2024 10:26 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 4,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-013878 · rdgdoc.xml · nonDerivative · entry 1 KAFAFIAN ROBERT E. · CIK 0001920660 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,386 F1 · shares: Represents the grant of 4,229 shares of restricted stock which vest on April 30, 2024. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 13:53 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantClass A Voting Common Stock | 3,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-006131 · rdgdoc.xml · nonDerivative · entry 1 KAFAFIAN ROBERT E. · CIK 0001920660 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,157 F1 · shares: Represents the grant of 3,157 shares of restricted stock which vest on December 31, 2023. Read SEC document |
| June 14, 2022 Filed Feb 13, 2023 14:36 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | PurchaseClass A Voting Common Stock | 3,300 | $12.14 | $40,062.00 |
DisclosureSEC source: 0001437749-23-003115 · rdgdoc.xml · nonDerivative · entry 2 KAFAFIAN ROBERT E. · CIK 0001920660 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| June 14, 2022 Filed Feb 13, 2023 14:36 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | PurchaseClass A Voting Common Stock | 1,700 | $11.95 | $20,315.00 |
DisclosureSEC source: 0001437749-23-003115 · rdgdoc.xml · nonDerivative · entry 1 KAFAFIAN ROBERT E. · CIK 0001920660 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,700 Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 17:24 UTC | USCB FINANCIAL HOLDINGS, INC. USCB · Entity 5618 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $14.33 | $0.00 |
DisclosureSEC source: 0001437749-22-008078 · rdgdoc.xml · derivative · entry 2 KAFAFIAN ROBERT E. · CIK 0001920660 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Class A Voting Stock · 5,000 shares Expires 2032-03-31 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.