Form 4: Director Levitan Transfers USCB Shares to Family Trust
Insider Ownership Change
USCB Financial Holdings Director Aida Levitan transferred 10,000 Class A common shares to a family trust, retaining beneficial ownership.
Summary
- Aida Levitan, a Director of USCB Financial Holdings, Inc., transferred 10,000 shares of Class A Voting Common Stock.
- The transfer occurred on October 8, 2025, and was made for no consideration ($0).
- The shares were transferred to the Second Restatement of the Aida T. Levitian Living Trust u/t/d December 20, 2012.
- Ms. Levitan is the trustee of this trust, and she and her family are the sole beneficiaries, meaning she remains the beneficial owner of the securities held by the trust.
- Following this transaction, Ms. Levitan directly owns 0 shares of Class A Voting Common Stock and indirectly owns 24,968 shares through the trust.
- She also directly holds 4,000 stock options with an exercise price of $11.35, granted on September 23, 2019, and expiring on September 23, 2029.
Sentiment
Score: 5
Explanation: Neutral. The filing reports an internal transfer of shares by a director to a family trust, with no change in beneficial ownership. This is a routine compliance filing and does not indicate positive or negative sentiment regarding the company's performance or prospects.
Future Outlook
This filing, a Form 4, does not contain any forward-looking statements or guidance regarding the company's future outlook.
Industry Context
This Form 4 filing details an internal ownership restructuring by a director and does not provide information relevant to broader industry trends or competitive analysis.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Beneficial Ownership Structure | A director transferred shares to a family trust, maintaining beneficial ownership. | 10/08/2025 | No material change to the director's economic interest or voting power, but a change in the legal form of ownership. |
Related Party Transactions
- Transfer of 10,000 Class A Voting Common Stock shares by Director Aida Levitan to the Second Restatement of the Aida T. Levitian Living Trust, where Ms. Levitan is the trustee and she and her family are the sole beneficiaries.
Stakeholder Impact
- Shareholders: No direct impact on the company's operations or financial performance. The beneficial ownership of the shares remains with the director, indicating no change in her economic interest or voting power.
Key Dates
| Date | Description |
|---|---|
| 12/20/2012 | Date of the original Aida T. Levitian Living Trust. |
| 09/23/2019 | Grant date for 4,000 stock options. |
| 10/08/2025 | Date of transfer of 10,000 Class A Voting Common Stock shares. |
| 10/09/2025 | Signature date of the reporting person. |
| 09/23/2029 | Expiration date for 4,000 stock options. |
Keywords
USCB Financial Holdings, USCB, Aida Levitan, Form 4, Insider Transaction, Beneficial Ownership, Stock Transfer, Living Trust, Director
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