Comparable stake leader
Whittier Holdings Inc.
SEC ownership of Usio, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001088034.
Disclosed value leader
Whittier Holdings Inc.
Comparable rows
30/43
Latest evidence
21 Jun 2026
- Public ticker
- USIO on Nasdaq
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Whittier Holdings Inc.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
30 of 43
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Whittier Holdings Inc.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
21 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001088034
- Issuer location
- San Antonio, TX
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Usio, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Whittier Holdings Inc.
Disclosed value leader
Whittier Holdings Inc.
Comparable rows
30/43
Latest evidence
21 Jun 2026
13D/G
3/4/5
13F
Lead comparable stake: 10%
13 rows are not safely comparable across share classes.
13D/G row: Whittier Holdings Inc.
Showing 1-8 of 43 holder rows.
Quick read
Whittier Holdings Inc. leads the comparable SEC ownership view at 10%.
30 of 43 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Whittier Holdings Inc.'s linked filing trail.
Comparable ownership
Top 5
Whittier Holdings Inc.
10%
National Services, Inc
9.9%
WHITTIER TRUST CO
9.8%
VANGUARD CAPITAL MANAGEMENT LLC
3.3%
PERKINS CAPITAL MANAGEMENT INC
2.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 43 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Whittier Holdings Inc. |
13D/G
|
10%
|
$4,461,146
2,805,752 shares
|
$0 | 24 Sep 2024 |
| National Services, Inc |
3/4/5
13D/G
10%+ Owner
|
9.9%
from 13D/G
|
$3,467,444
2,721,272 shares
|
-$123,587 | 09 Mar 2026 |
| WHITTIER TRUST CO |
13D/G
13F
Whittier Holdings, Inc. · Company
|
9.8%
|
$3,229,484
2,713,852 shares
|
$0 | 10 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
3.3%
|
$1,028,461
902,159 shares
|
— | 31 Mar 2026 |
| PERKINS CAPITAL MANAGEMENT INC |
13F
Company
|
2.5%
|
$800,202
701,932 shares
|
— | 31 Mar 2026 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
1.5%
|
$456,845
400,741 shares
|
— | 31 Mar 2026 |
| CITADEL ADVISORS LLC |
13F
Company
|
0.65%
|
$205,290
180,079 shares
|
— | 31 Mar 2026 |
| North Star Investment Management Corp. |
13F
Company
|
0.65%
|
$205,200
180,000 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$123,587.
Buys
$0
Insiders: 0
Sells
$123,587
Insiders: 1
Net
-$123,587
Shares: -91,900
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 91,900
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 47,729 | $0 | $63,331 | -$63,331 |
| 6-9 | 0 | 44,171 | $0 | $60,255 | -$60,255 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-14 of 14 reporting-owner rows connected to Usio, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
14
Largest Forms 3/4/5 holder
Topline Capital Partners, LP
Net 12M change
-$123,587
Latest report
21 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Topline Capital Partners, LP | 10%+ Owner | $4,127,208 | Mixed | 09 Nov 2022 | ||
| Topline Capital Management, LLC | Other* | $4,127,208 | Mixed | 09 Nov 2022 | ||
| Louis A. Hoch | Chairman, President and CEO, Director, 10%+ Owner | $4,044,120 | Mixed | 21 Jun 2026 | ||
| National Services, Inc | 10%+ Owner | $3,467,444 | -$123,587 | -3.4% | Filing P/S | 09 Mar 2026 |
| Michael R. Long | Director | $3,232,994 | Mixed | 06 Dec 2021 | ||
| Lowell Thomas Jewell | Svp, Cfo | $1,367,193 | Mixed | 18 Nov 2023 | ||
| Houston Korth Frost | SVP, Chief Product Officer | $910,983 | Mixed | 21 Jun 2026 | ||
| Greg M. Carter | EVP, Payment Acceptance | $652,432 | Mixed | 21 Feb 2026 | ||
| Michael Joseph White | SVP, Chief Accounting Officer | $397,020 | Mixed | 21 Jun 2026 | ||
| Jerry Uffner | SVP, Head of Card Issuing | $279,607 | Mixed | 21 Jun 2026 | ||
| Blaise Bender | Director | $208,616 | Mixed | 21 Aug 2025 | ||
| Brad Rollins | Director | $168,925 | Mixed | 21 Jun 2026 | ||
| Ernesto R. Beyer del la Garza | Director | $165,069 | Mixed | 21 Jun 2026 | ||
| Elizabeth Michelle Miller | Director | $81,161 | Mixed | 21 Jun 2026 |
Recent insider transactions for Usio, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Ernesto R. Beyer del la Garza | USIO | Common Stock | Options Exercise | 7.55% | 7,000 | 99,666 | 21 Jun 2026 | Direct | ||
| Ernesto R. Beyer del la Garza | USIO | Restricted Stock Units | Options Exercise | -11.9% | -7,000 | 52,000 | 21 Jun 2026 | Direct | ||
| Elizabeth Michelle Miller | USIO | Common Stock | Options Exercise | 10.9% | 7,000 | 71,194 | 21 Jun 2026 | Direct | ||
| Elizabeth Michelle Miller | USIO | Restricted Stock Units | Options Exercise | -11.9% | -7,000 | 52,000 | 21 Jun 2026 | Direct | ||
| Brad Rollins | USIO | Common Stock | Options Exercise | 5.12% | 7,000 | 143,667 | 21 Jun 2026 | Direct | ||
| Brad Rollins | USIO | Restricted Stock Units | Options Exercise | -11.9% | -7,000 | 52,000 | 21 Jun 2026 | Direct | ||
| Michael Joseph White | USIO | Common Stock | Tax liability | -0.55% | -1,779 | 321,958 | 21 Jun 2026 | Direct | ||
| Michael Joseph White | USIO | Common Stock | Options Exercise | 1.89% | 6,000 | 323,737 | 21 Jun 2026 | Direct | ||
| Michael Joseph White | USIO | Restricted Stock Units | Options Exercise | -13.3% | -6,000 | 39,000 | 21 Jun 2026 | Direct | ||
| Houston Korth Frost | USIO | Common Stock | Options Exercise | 0.52% | 4,000 | 775,108 | 21 Jun 2026 | Direct | ||
| Houston Korth Frost | USIO | Restricted Stock Units | Options Exercise | -9.76% | -4,000 | 37,000 | 21 Jun 2026 | Direct | ||
| Jerry Uffner | USIO | Common Stock | Tax liability | -0.55% | -1,368 | 245,270 | 21 Jun 2026 | Direct | ||
| Jerry Uffner | USIO | Common Stock | Options Exercise | 1.65% | 4,000 | 246,638 | 21 Jun 2026 | Direct | ||
| Jerry Uffner | USIO | Restricted Stock Units | Options Exercise | -7.55% | -4,000 | 49,000 | 21 Jun 2026 | Direct | ||
| Louis A. Hoch | USIO | Common Stock | Tax liability | -0.08% | -2,755 | 3,506,334 | 21 Jun 2026 | Direct | ||
| Louis A. Hoch | USIO | Common Stock | Options Exercise | 0.2% | 7,000 | 3,509,089 | 21 Jun 2026 | Direct | ||
| Louis A. Hoch | USIO | Restricted Stock Units | Options Exercise | -12.5% | -7,000 | 49,000 | 21 Jun 2026 | Direct | ||
| Jerry Uffner | USIO | Common Stock | Award | 19.7% | 40,000 | 242,638 | 11 Jun 2026 | Direct | ||
| Jerry Uffner | USIO | Restricted Stock Units | Award | 39.5% | 15,000 | 53,000 | 11 Jun 2026 | Direct | ||
| Houston Korth Frost | USIO | Common Stock | Award | 6.93% | 50,000 | 771,108 | 11 Jun 2026 | Direct | ||
| Houston Korth Frost | USIO | Restricted Stock Units | Award | 57.7% | 15,000 | 41,000 | 11 Jun 2026 | Direct | ||
| Louis A. Hoch | USIO | Common Stock | Award | 9.37% | 300,000 | 3,502,089 | 11 Jun 2026 | Direct | ||
| Louis A. Hoch | USIO | Restricted Stock Units | Award | 60% | 21,000 | 56,000 | 11 Jun 2026 | Direct | ||
| Michael Joseph White | USIO | Common Stock | Award | 18.7% | 50,000 | 317,737 | 11 Jun 2026 | Direct | ||
| Michael Joseph White | USIO | Restricted Stock Units | Award | 50% | 15,000 | 45,000 | 11 Jun 2026 | Direct | ||
| Brad Rollins | USIO | Restricted Stock Units | Award | 68.6% | 24,000 | 59,000 | 11 Jun 2026 | Direct | ||
| Elizabeth Michelle Miller | USIO | Restricted Stock Units | Award | 68.6% | 24,000 | 59,000 | 11 Jun 2026 | Direct | ||
| Ernesto R. Beyer del la Garza | USIO | Restricted Stock Units | Award | 68.6% | 24,000 | 59,000 | 11 Jun 2026 | Direct | ||
| Elizabeth Michelle Miller | USIO | Common Stock | Tax liability | -0.77% | -500 | 64,194 | 16 Mar 2026 | Direct | ||
| Elizabeth Michelle Miller | USIO | Common Stock | Options Exercise | 3.19% | 2,000 | 64,694 | 16 Mar 2026 | Direct | ||
| Elizabeth Michelle Miller | USIO | Restricted Stock Units | Options Exercise | -5.41% | -2,000 | 35,000 | 16 Mar 2026 | Direct | ||
| Brad Rollins | USIO | Common Stock | Options Exercise | 5.4% | 7,000 | 136,667 | 16 Mar 2026 | Direct | ||
| Brad Rollins | USIO | Restricted Stock Units | Options Exercise | -16.7% | -7,000 | 35,000 | 16 Mar 2026 | Direct | ||
| Ernesto R. Beyer del la Garza | USIO | Common Stock | Options Exercise | 8.17% | 7,000 | 92,666 | 16 Mar 2026 | Direct | ||
| Ernesto R. Beyer del la Garza | USIO | Restricted Stock Units | Options Exercise | -16.7% | -7,000 | 35,000 | 16 Mar 2026 | Direct | ||
| National Services, Inc | USIO | Common Stock | Sale | -0.37% | $12,742 | $1.27 | -10,000 | 2,721,272 | 10 Mar 2026 | Direct |
| National Services, Inc | USIO | Common Stock | Sale | -0.32% | $11,601 | $1.31 | -8,860 | 2,731,272 | 09 Mar 2026 | Direct |
| National Services, Inc | USIO | Common Stock | Sale | -0.24% | $9,018 | $1.35 | -6,697 | 2,740,132 | 06 Mar 2026 | Direct |
| National Services, Inc | USIO | Common Stock | Sale | -0.1% | $3,832 | $1.38 | -2,787 | 2,746,829 | 05 Mar 2026 | Direct |
| Houston Korth Frost | USIO | Common Stock | Options Exercise | 0.56% | 4,000 | 721,108 | 21 Feb 2026 | Direct | ||
| Houston Korth Frost | USIO | Restricted Stock Units | Options Exercise | -13.3% | -4,000 | 26,000 | 21 Feb 2026 | Direct | ||
| Greg M. Carter | USIO | Common Stock | Tax liability | -0.26% | -1,186 | 456,890 | 21 Feb 2026 | Direct | ||
| Greg M. Carter | USIO | Common Stock | Options Exercise | 0.88% | 4,000 | 458,076 | 21 Feb 2026 | Direct | ||
| Greg M. Carter | USIO | Restricted Stock Units | Options Exercise | -11.8% | -4,000 | 30,000 | 21 Feb 2026 | Direct | ||
| Louis A. Hoch | USIO | Common Stock | Tax liability | -0.15% | -4,912 | 3,202,089 | 21 Feb 2026 | Direct | ||
| Louis A. Hoch | USIO | Common Stock | Options Exercise | 0.34% | 11,000 | 3,207,001 | 21 Feb 2026 | Direct | ||
| Louis A. Hoch | USIO | Restricted Stock Units | Options Exercise | -23.9% | -11,000 | 35,000 | 21 Feb 2026 | Direct | ||
| National Services, Inc | USIO | Common Stock | Sale | -0.21% | $8,037 | $1.36 | -5,922 | 2,749,616 | 27 Jan 2026 | Direct |
| National Services, Inc | USIO | Common Stock | Sale | -0.16% | $6,067 | $1.35 | -4,502 | 2,755,538 | 26 Jan 2026 | Direct |
| National Services, Inc | USIO | Common Stock | Sale | -0.32% | $12,034 | $1.34 | -8,961 | 2,760,040 | 23 Jan 2026 | Direct |
* marks a reported price that did not pass the local price check.