SC 13G: Usio, Inc.
Ticker: USIO · Form: SC 13G · Filed: Oct 7, 2024 · CIK: 1088034
| Field | Detail |
|---|---|
| Company | Usio, Inc. (USIO) |
| Form Type | SC 13G |
| Filed Date | Oct 7, 2024 |
| Risk Level | low |
| Pages | 5 |
| Reading Time | 6 min |
| Sentiment | neutral |
Sentiment: neutral
Topics: sc-13g
AI Summary
SC 13G filing by Usio, Inc..
Risk Assessment
Risk Level: low
FAQ
What type of filing is this?
This is a SC 13G filing submitted by Usio, Inc. (ticker: USIO) to the SEC on Oct 7, 2024.
What is the risk level of this SC 13G filing?
This filing has been assessed as low risk.
How long is this filing?
Usio, Inc.'s SC 13G filing is 5 pages with approximately 1,416 words. Estimated reading time is 6 minutes.
Where can I view the full SC 13G filing?
The complete filing is available on SEC EDGAR. You can also read the AI-decoded analysis with risk assessment and key highlights on ReadTheFiling.
Filing Stats: 1,416 words · 6 min read · ~5 pages · Grade level 8.7 · Accepted 2024-10-07 20:56:22
Filing Documents
- whittier-sc13g_100724.htm (SC 13G) — 82KB
- 0001999371-24-013081.txt ( ) — 84KB
(a)
Item 1(a). Name of Issuer: USIO, INC.
(b)
Item 1(b). Address of Issuer's Principal Executive Offices: 3611 Paesanos Parkway Suite 300 San Antonio, Texas 78231
(a)
Item 2(a). Name of Person Filing: (i) WHITTIER HOLDINGS, INC, A NEVADA CORPORATION AND HOLDING COMPANY OF WTC AND WTCN (WHI); (ii) WHITTIER TRUST COMPANY, A CALIFORNIA CORPORATION AND A CALIFORNIA (iii) THE WHITTIER TRUST COMPANY OF NEVADA, INC., A NEVADA CORPORATION AND A NEVADA STATE-CHARTERED TRUST COMPANY ("WTCN").
(b)
Item 2(b). Address of Principal Business Office or, if None, Residence: The address of the principal business office of WHI and WTCN IS 100 W. LIBERTY ST., SUITE 890, RENO, NV 89501. THE ADDRESS OF THE PRINCIPAL BUSINESS OFFICE OF WTC IS 177 E. COLORADO BLVD., SUITE 800, PASADENA, CA 91105.
(c)
Item 2(c). Citizenship: WHI AND WTCN ARE NEVADA CORPORATIONS. WTC IS A CALIFORNIA CORPORATION.
(d)
Item 2(d). Title of Class of Securities: COMMON STOCK
(e)
Item 2(e). CUSIP Number: 917313108 Item 3. If This Statement is Filed Pursuant to §§240.13d-1(b), or 240.13d-2(b) or (c), Check Whether the Person Filing is a: (a) Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c). (d) Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8). (e) An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E); CUSIP No . 917313108 Page 6 of 8 (f) An employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F); (g) A parent holding company or control person in accordance with §240.13d-1(b)(ii)(G); (h) A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act (15 U.S.C. 80a-3); (j) Group, in accordance with §240.13d-1(b)(1)(ii)(J). Item 4. Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. (a) Amount beneficially owned: WHI, WTC AND WTCN, AS A GROUP, BENEFICIALLY OWN 2,837,649 SHARES OF ISSUER. AS OF SEPTEMBER 24, 2024, THE GROUP CROSSED THE 5% THRESHOLD. (b) Percent of class: 10.34% (c) Number of shares as to which such person has: (i) Sole power to vote or to direct the vote (ii) Shared power to vote or to direct the vote (iii) Sole power to dispose or to direct the disposition of (iv) Shared power to dispose or to direct the disposition of CUSIP No . 917313108 Page 7 of 8 Item 5. If this statement is being filed to report the fact that as of the date hereof