USCB USCB Financial Holdings, Inc. Class A Common Stock
XNAS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
- Industry (SIC)
- STATE COMMERCIAL BANKS (6022) · industry map
- Exchange
- XNAS
- Market Cap
- $0.4B
- Employees
- 205
- List Date
- 2021-07-23
- CIK
- 0001901637
- Headquarters
- Doral, FL
- Homepage
- https://www.uscentury.com
USCB Financial Holdings Inc is a bank holding company. Through its banking subsidiary, it offers relationship-based banking products, services, and solutions to a diverse set of clients in the local markets it operates in and international clients with U.S. banking needs. The Group's products and services offerings mainly include traditional deposit products, including commercial and consumer checking accounts, money market deposit accounts, savings accounts, etc.; e-banking services; title insurance policies for real estate transactions; and a variety of lending products such as small busines…
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -- | -4.13% | -2.04% | -0.74% | 8.46% | 3.54% | 1.02% |
| Feb | -- | -8.90% | 0.87% | -9.00% | 2.04% | -2.57% | -3.51% |
| Mar | -- | 6.86% | -21.69% | 5.07% | -1.95% | -4.58% | -3.26% |
| Apr | -- | -7.01% | -7.66% | 0.63% | -8.96% | -3.75% | -5.35% |
| May | -- | -6.77% | 6.21% | 2.20% | -1.49% | 1.04% | 0.24% |
| Jun | -- | -18.16% | 3.45% | 5.77% | 1.97% | 11.74% | 0.95% |
| Jul | -1.57% | 2.97% | 4.78% | 32.33% | -2.12% | 6.01% | 7.07% |
| Aug | 20.74% | 8.15% | -2.49% | -3.49% | 7.54% | -0.85% | 4.93% |
| Sep | -5.65% | 2.26% | -5.57% | 6.05% | 1.63% | -1.93% | -0.54% |
| Oct | 1.46% | 0.37% | 2.19% | -0.95% | -0.12% | -5.62%* | -0.45% |
| Nov | 15.21% | -1.56% | 8.02% | 36.53% | 3.67% | -- | 12.37% |
| Dec | -8.16% | -7.65% | 2.42% | -12.43% | 2.33% | -- | -4.70% |
| Total | 20.38% | -31.19% | -14.37% | 65.58% | 12.48% | 1.77% | 9.11% |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
LLM Stock Analysis Report: USCB
Executive Summary
Overall Assessment: NEUTRAL (Confidence Level: 6/10)
Key Drivers:
- Technical indicators suggest a range-bound market with no clear trend
- Recent news headlines highlight positive dividend announcements, which could attract income-focused investors
Primary Risks:
- Volatility has decreased significantly, potentially indicating a lack of catalysts or momentum
Investment Thesis: USCB appears to be stuck in a trading range, making it challenging to determine the direction of the stock price. The recent news headlines focus on dividend payments, which may appeal to income-focused investors.
Recent News Sentiment Impact: The positive sentiment from the dividend announcements has contributed to a neutral-to-bullish bias in the market.
Technical Analysis
Trend Direction: Short-term (1-4 weeks): NEUTRAL; Medium-term (1-3 months): NEUTRAL; Long-term (3-12 months): BEARISH
Support/Resistance Levels:
- SMA 20: $18.34
- SMA 50: $18.78
- SMA 200: $18.33
- Upper Bollinger Band: $18.80
- Lower Bollinger Band: $17.87
Momentum Signals:
- RSI (14): 49.59 (neutral)
- MACD: -0.09 / Signal: 0.07 / Histogram: -0.16 (bearish)
Volume Analysis: Volume has decreased significantly, indicating low institutional interest.
News & Sentiment Analysis
Recent Headlines Summary: Positive dividend announcements have dominated the news cycle in recent months.
Sentiment Assessment: The sentiment is overall positive, driven by the consistent dividend payments.
Catalyst Identification: No imminent catalysts are apparent, but future earnings reports and potential changes to dividend policies could impact the stock price.
Market Narrative: The market appears to be range-bound, with no clear direction or momentum.
Risk & Volatility Assessment
Beta Interpretation: Beta of 0.80 indicates a defensive stock that generally follows the market's movements.
Volatility Regime: Moderate volatility, which is lower than historical norms.
Options Market Signals: No options data available for analysis.
Downside Protection: Support levels include SMA 20 and SMA 50, with potential downside protection at $17.87 (lower Bollinger Band).
Market Context & Positioning
Sector Performance: USCB's sector (Financials) has been relatively weak recently.
Institutional Activity: Low institutional interest is indicated by decreased volume.
Correlation Analysis: The stock's correlation with the market (R-squared interpretation) suggests a moderate, defensive stance.
Relative Valuation: The stock appears to be trading within its historical range.
Key Levels & Action Items
- Critical Price Levels: SMA 20 and SMA 50 provide support.
- Breakout/Breakdown Levels: Upper Bollinger Band ($18.80) and lower Bollinger Band ($17.87) serve as key technical levels.
- Time-Sensitive Catalysts: No imminent catalysts are apparent, but future earnings reports or dividend changes could impact the stock price.
- Risk Management: Consider stop-loss levels at SMA 20 and SMA 50 to manage potential losses.
Conclusion: USCB appears to be stuck in a trading range, making it challenging to determine the direction of the stock price. The recent news headlines highlight positive dividend announcements, which could attract income-focused investors. However, the overall sentiment is neutral due to the lack of momentum or clear trend. As such, this analysis recommends a cautious approach and monitoring of key levels and market developments for potential trading opportunities.
USCB Options Activity & IV Rank
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
Risk Metrics
Analysis Details
Data Points: 251
Period: 252 trading days
Low volatility - stock moves less than market
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $1.9M | #1987 of 3138 | +0.9% | 13F | |
| Citadel Hedge fund Ken Griffin | $1.3M | #3368 of 6285 | +143.0% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $565K | #3128 of 3716 | +49.6% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
USCB Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
USCB Insider Trading (Form 4)
Latest: 2026-07-09| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-07-09 | Sergio E. Garrido | SVP, Chief Credit Officer | Award (A) | +15,000 | — | EDGAR | |
| 2026-06-08 | Andres Collazo | EVP, Operations & IT | Sell (S) | −1,000 | $19.00 | -$19.0K | EDGAR |
| 2026-05-22 | Aguilera Luis De La | President and CEO | Mixed | — | $15.18 | -$308.8K | EDGAR |
| 2026-05-21 | Aguilera Luis De La | President and CEO | Mixed | — | $15.09 | -$254.0K | EDGAR |
| 2026-05-19 | Aguilera Luis De La | President and CEO | Mixed | — | $15.05 | -$19.8K | EDGAR |
| 2026-05-15 | Aguilera Luis De La | President and CEO | Mixed | — | $15.09 | -$260.6K | EDGAR |
| 2026-05-15 | Ramon Abadin | Director | Mixed | — | $13.71 | -$81.0K | EDGAR |
| 2026-05-14 | Ramon Abadin | Director | Sell (S) | −6,552 | $18.03 | -$118.1K | EDGAR |
| 2026-05-13 | Aguilera Luis De La | President and CEO | Mixed | — | $15.16 | -$32.8K | EDGAR |
| 2026-05-11 | Aguilera Luis De La | President and CEO | Mixed | — | $14.75 | -$67.9K | EDGAR |
| 2026-05-07 | Aguilera Luis De La | President and CEO | Mixed | — | $14.74 | -$203.6K | EDGAR |
| 2026-05-01 | Patriot Financial Manager, L.P. | 10%+ Owner | Sell (S) | −500,000 | $18.25 | -$9.13M | EDGAR |
| 2026-03-25 | Maricarmen Logrono | EVP and Chief Risk Officer | Award (A) | +15,000 | — | EDGAR | |
| 2026-03-10 | Oscar Gomez | EVP, Global Banking | Tax (F) | −441 | $18.45 | -$8.1K | EDGAR |
| 2026-03-10 | Aguilera Luis De La | President and CEO | Tax (F) | −2,948 | $18.45 | -$54.4K | EDGAR |
USCB Insider Holdings
19 insiders · @ $20.80| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Priam Capital Fund II, L.P. | 10%+ Owner | 3,982,123 | $82.83M | $669.8K | 3 | 2025-12-02 |
| 2 | Howard Feinglass | Director | 3,974,623 | $82.67M | $334.3K | 5 | 2025-09-15 |
| 3 | Patriot Financial Partners GP II, LLC | 10%+ Owner | 3,285,909 | $68.35M | $0 | 1 | 2025-09-04 |
| 4 | Patriot Financial Partners Parallel II, L.P. | 10%+ Owner | 2,014,582 | $41.90M | -$3.07M | 1 | 2025-11-26 |
| 5 | James F. Deutsch | 10%+ Owner | 1,977,329 | $41.13M | -$2.09M | 1 | 2025-12-03 |
| 6 | W Kirk Wycoff | Director | 1,895,286 | $39.42M | -$12.18M | 2 | 2025-12-11 |
| 7 | Ira M Lubert | 10%+ Owner | 1,856,286 | $38.61M | -$9.09M | 2 | 2025-12-12 |
| 8 | Patriot Financial Manager, L.P. | 10%+ Owner | 1,826,634 | $37.99M | -$9.13M | 2 | 2026-05-01 |
| 9 | Aguilera Luis De La | President and CEO | 292,359 | $6.08M | -$3.90M | 21 | 2026-05-22 |
| 10 | Robert B. Anderson | EVP and CFO | 122,699 | $2.55M | $768.3K | 20 | 2026-03-10 |
USCB Board & Officers
As of SEC filings through Jul 9, 2026Directors 9
- Ramon A Rodriguez · since Feb 15, 2022
- Robert E. Kafafian · since Mar 28, 2022
- Maria C. Alonso · since Mar 31, 2022
- Aguilera Luis De La · on file since Nov 2022
- Ramon Abadin · on file since Feb 2023
- Aida Levitan · on file since Feb 2023
- Howard Feinglass · on file since Mar 2023
- Bernardo B. Fernandez Jr. · on file since Apr 2024
- Ramon M. Rodriguez · since May 26, 2026
Officers 9
- Aguilera Luis De La · President and CEO · on file since Nov 2022
- Robert B. Anderson · Executive VP and CFO · on file since Nov 2022
- Nicholas Bustle · EVP and Chief Lending Officer · on file since Dec 2022
- Maricarmen Logrono · EVP and Chief Risk Officer · since Oct 30, 2023
- William Turner · EVP and Chief Credit Officer · since Nov 20, 2023
- Sergio E. Garrido · SVP, Chief Credit Officer · since Jul 6, 2026
- Martha Guerra-Kattou · EVP, Sales and Marketing · on file since Mar 2023
- Andres Collazo · EVP, Operations & IT · listed since Mar 2026
- Oscar Gomez · Executive VP, Global Banking · on file since Mar 2023
10% owners 3
- Howard Feinglass · on file since Mar 2023
- Priam Capital Associates II LLC (entity) · on file since Mar 2023
- Priam Capital Fund II, L.P. (entity) · on file since Mar 2023
Changes in the last 10 years (48)
| Jul 6, 2026 | Sergio E. Garrido became SVP, Chief Credit Officer |
| May 26, 2026 | Ramon M. Rodriguez became a director |
| May 1, 2026 | W Kirk Wycoff reported in an SEC filing no longer being a director |
| May 1, 2026 | W Kirk Wycoff reported in an SEC filing no longer being a 10% owner |
| May 1, 2026 | Patriot Financial Partners Parallel II, L.P. reported in an SEC filing no longer being a 10% owner |
| May 1, 2026 | Patriot Financial Partners II, L.P. reported in an SEC filing no longer being a 10% owner |
| May 1, 2026 | Patriot Financial Partners GP II, LLC reported in an SEC filing no longer being a 10% owner |
| May 1, 2026 | Patriot Financial Partners GP II, L.P. reported in an SEC filing no longer being a 10% owner |
| May 1, 2026 | Patriot Financial Manager, LLC reported in an SEC filing no longer being a 10% owner |
| May 1, 2026 | Patriot Financial Manager, L.P. reported in an SEC filing no longer being a 10% owner |
| May 1, 2026 | James J Lynch reported in an SEC filing no longer being a 10% owner |
| May 1, 2026 | James F. Deutsch reported in an SEC filing no longer being a 10% owner |
| May 1, 2026 | Ira M Lubert reported in an SEC filing no longer being a 10% owner |
| Mar 10, 2026 | Andres Collazo listed as EVP, Operations & IT (previously Executive VP, Operations & IT) in SEC filings |
| Feb 6, 2026 | Patriot Financial Manager, LLC first on file as a 10% owner |
| Feb 6, 2026 | Patriot Financial Manager, L.P. first on file as a 10% owner |
| Sep 17, 2025 | Ira M Lubert first on file as a 10% owner |
| Sep 4, 2025 | W Kirk Wycoff first on file as a director |
| Sep 4, 2025 | W Kirk Wycoff first on file as a 10% owner |
| Sep 4, 2025 | Patriot Financial Partners Parallel II, L.P. first on file as a 10% owner |
| Sep 4, 2025 | Patriot Financial Partners II, L.P. first on file as a 10% owner |
| Sep 4, 2025 | Patriot Financial Partners GP II, LLC first on file as a 10% owner |
| Sep 4, 2025 | Patriot Financial Partners GP II, L.P. first on file as a 10% owner |
| Sep 4, 2025 | James J Lynch first on file as a 10% owner |
| Sep 4, 2025 | James F. Deutsch first on file as a 10% owner |
| Apr 30, 2024 | Bernardo B. Fernandez Jr. first on file as a director |
| Nov 20, 2023 | William Turner became EVP and Chief Credit Officer |
| Oct 30, 2023 | The company announced the departure of Jalal Shehadeh as EVP/General Counsel in an SEC filing |
| Oct 30, 2023 | The company announced the departure of Benigno Pazos as EVP & Chief Credit Officer in an SEC filing |
| Oct 30, 2023 | Maricarmen Logrono became EVP and Chief Risk Officer |
| Mar 10, 2023 | Priam Capital Fund II, L.P. first on file as a 10% owner |
| Mar 10, 2023 | Priam Capital Associates II LLC first on file as a 10% owner |
| Mar 10, 2023 | Oscar Gomez first on file as Executive VP, Global Banking |
| Mar 10, 2023 | Martha Guerra-Kattou first on file as EVP, Sales and Marketing |
| Mar 10, 2023 | Howard Feinglass first on file as a director |
| Mar 10, 2023 | Howard Feinglass first on file as a 10% owner |
| Mar 10, 2023 | Benigno Pazos first on file as EVP & Chief Credit Officer |
| Mar 10, 2023 | Andres Collazo first on file as Executive VP, Operations & IT |
| Feb 23, 2023 | Aida Levitan first on file as a director |
| Feb 15, 2023 | Ramon Abadin first on file as a director |
| Dec 13, 2022 | Nicholas Bustle first on file as EVP and Chief Lending Officer |
| Nov 28, 2022 | Aguilera Luis De La first on file as a director |
| Nov 28, 2022 | Aguilera Luis De La first on file as President and CEO |
| Nov 22, 2022 | Robert B. Anderson first on file as Executive VP and CFO |
| Oct 3, 2022 | Jalal Shehadeh became EVP/General Counsel |
| Mar 31, 2022 | Maria C. Alonso became a director |
| Mar 28, 2022 | Robert E. Kafafian became a director |
| Feb 15, 2022 | Ramon A Rodriguez became a director |
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USCB Proposed Insider Sales (Form 144)
Latest: 2026-05-27What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | Collazo, Andres | Officer | 2,000 | $38.0K | 2026-05-27 | Stifel | — | EDGAR |
| 2026-05-14 | Abadin, Ramon | Director | 9,000 | $162.0K | 2026-05-14 | Maxim Group, LLC | — | EDGAR |
| 2026-05-13 | Abadin, Ramon | Director | 6,552 | $120.1K | 2026-05-13 | Pershing, LLC | — | EDGAR |
| 2026-04-30 | Aguilera, Luis de la | Director | 182,570 | $3.38M | 2026-05-01 | Maxim Group, LLC | — | EDGAR |
| 2026-04-30 | Patriot Financial Partners GP II, LLC | 10% Stockholder | 50,000 | $925.0K | 2026-04-30 | Keefe, Bruyette & Woods, Inc. | — | EDGAR |
| 2026-03-06 | Collazo, Andres (USCB) | Officer | 8,000 | $144.0K | 2026-03-06 | Maxim Group, LLC | — | EDGAR |
| 2026-01-29 | Aguilera, Luis de la | Director | 10,000 | $180.0K | 2026-01-29 | Maxim Group, LLC | — | EDGAR |
| 2025-11-25 | W. Kirk Wycoff | Director, 10% Stockholder | 180,000 | $3.24M | 2025-11-24 | Keefe, Bruyette & Woods, Inc. | — | EDGAR |
| 2025-09-09 | Guerra-Kattou, Martha | EVP, Sales and Marketing | 6,000 | $101.1K | 2025-09-08 | Maxim Group, LLC | — | EDGAR |
| 2025-05-22 | Aguilera, Luis de la (USCB) | Director | 30,000 | $510.0K | 2025-05-21 | Maxim Group, LLC | — | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $8.1M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.01% | $6.8M | $74.2B | 2026-10-21 |
| 3 | AVUV Avantis U.S. Small Cap Value ETF | Avantis | 0.02% | $5.6M | $31.5B | 2026-10-21 |
| 4 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $4.0M | — | 2026-09-30 |
| 5 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.01% | $1.7M | — | 2026-10-21 |
| 6 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.01% | $1.7M | $13.9B | 2026-10-21 |
| 7 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.01% | $1.5M | — | 2026-09-30 |
| 8 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.01% | $843,454 | $13.6B | 2026-10-21 |
| 9 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.07% | $834,025 | $1.2B | 2026-10-21 |
| 10 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.01% | $713,547 | — | 2026-10-21 |
| 11 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.00% | $572,318 | — | 2026-10-21 |
| 12 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $547,844 | — | 2026-10-21 |
| 13 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.01% | $383,076 | $3.1B | 2026-10-21 |
| 14 | DES WisdomTree U.S. SmallCap Dividend Fund | Nport | 0.01% | $260,190 | — | 2026-06-30 |
| 15 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $197,066 | — | 2026-10-21 |
| 16 | DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund | Nport | 0.05% | $181,091 | — | 2026-06-30 |
| 17 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $165,325 | — | 2026-10-21 |
| 18 | PKW Invesco BuyBack Achievers ETF | Invesco | 0.01% | $157,657 | — | 2026-10-21 |
| 19 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.01% | $150,627 | — | 2026-09-30 |
| 20 | QABA First Trust NASDAQ® ABA Community Bank Index Fund | First Trust | 0.18% | $149,811 | $84.7M | 2026-10-21 |
| 21 | RSSL Global X Russell 2000 ETF | Global X | 0.01% | $133,565 | — | 2026-10-22 |
| 22 | VTWG Vanguard Russell 2000 Growth ETF | Vanguard | 0.01% | $108,342 | — | 2026-09-30 |
| 23 | EES WisdomTree U.S. SmallCap Fund | Nport | 0.01% | $105,758 | — | 2026-06-30 |
| 24 | DFUS Dimensional US Equity Market ETF | Dimensional | 0.00% | $33,257 | $21.2B | 2026-10-21 |
| 25 | AVUS Avantis U.S. Equity ETF | Avantis | 0.00% | $23,761 | $14.9B | 2026-10-21 |
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.