North Reef reports 4.91% Seacoast Banking stake

North Reef Capital Management LP, North Reef Capital Management GP LLC, and James Hanna III report beneficial ownership of Seacoast Banking Corporation of Florida common stock on a Schedule 13G/A (Amendment No. 2).

Rhea-AI Filing Summary

North Reef Capital Management LP, North Reef Capital Management GP LLC, and James Hanna III report beneficial ownership of Seacoast Banking Corporation of Florida common stock on a Schedule 13G/A (Amendment No. 2). They collectively report beneficial ownership of 4,775,000 shares, representing 4.91% of the common stock outstanding.

The group reports no sole voting or dispositive power and shared voting and dispositive power over 4,775,000 shares. The filing is signed by representatives of North Reef, including its Chief Compliance Officer and James Hanna.

Key Figures

Shares beneficially owned: 4,775,000 shares Percent of class: 4.91% Sole voting power: 0 shares +2 more

5 metrics

Shares beneficially owned 4,775,000 shares Beneficial ownership of Seacoast Banking common stock reported by the North Reef group

Percent of class 4.91% Percentage of Seacoast Banking common stock beneficially owned

Sole voting power 0 shares Shares over which the reporting persons have sole power to vote

Shared voting power 4,775,000 shares Shares over which the reporting persons have shared power to vote

Shared dispositive power 4,775,000 shares Shares over which the reporting persons have shared power to dispose

Key Terms

beneficially owned, shared voting power, dispositive power, Ownership of 5 percent or less of a class

4 terms

beneficially owned financial

"Item 4. | Ownership (a) | Amount beneficially owned: 4,775,000"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared voting power financial

"Shared Voting Power 4,775,000.00 7 | Sole Dispositive Power 0.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

dispositive power financial

"Shared Voting Power 4,775,000.00 7 | Sole Dispositive Power 0.00"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

Ownership of 5 percent or less of a class financial

"Item 5. | Ownership of 5 Percent or Less of a Class."

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake in Seacoast Banking Corporation of Florida (SBCF) does North Reef report in this Schedule 13G/A?

North Reef reports beneficial ownership of 4,775,000 shares of Seacoast Banking Corporation of Florida, representing 4.91% of the company’s common stock. This reflects the group’s current reported position in SBCF shares.

Who are the reporting persons in the Seacoast Banking (SBCF) Schedule 13G/A Amendment No. 2?

The reporting persons are North Reef Capital Management LP, North Reef Capital Management GP LLC, and James Hanna III. Each is listed as sharing voting and dispositive power over the same block of Seacoast Banking common shares.

How much voting power over Seacoast Banking (SBCF) shares does North Reef report?

The group reports 0 shares with sole voting power and 4,775,000 shares with shared voting power. They also report identical shared dispositive power over 4,775,000 Seacoast Banking common shares.

What percentage of Seacoast Banking (SBCF) common stock does North Reef’s 13G/A show?

The filing shows that the reporting group beneficially owns 4.91% of Seacoast Banking’s common stock. This percentage is based on 4,775,000 shares reported as beneficially owned by the group.

What does Item 5 indicate about North Reef’s ownership of Seacoast Banking (SBCF)?

Item 5 states that the group has ownership of 5 percent or less of the class of Seacoast Banking common stock. This aligns with the reported 4.91% beneficial ownership figure in the Schedule 13G/A.

Who signed the Schedule 13G/A for the North Reef group regarding Seacoast Banking (SBCF)?

The filing is signed by /s/ Daniel Locasto as Chief Compliance Officer and by /s/ James Hanna in his capacities as Managing Member and individually. The signatures are dated 08/14/2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/14/2026 - 04:02 PM Accepted by SEC EDGAR 08/14/2026 - 04:00 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 2)

Seacoast Banking Corporation of Florida

(Name of Issuer)

Common Stock

(Title of Class of Securities)

811707801

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 811707801

1

Names of Reporting Persons

North Reef Capital Management L.P.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 4,775,000.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 4,775,000.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,775,000.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.91 %

12

Type of Reporting Person (See Instructions)

IA, PN

SCHEDULE 13G

CUSIP Number(s): 811707801

1

Names of Reporting Persons

North Reef Capital Management GP LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 4,775,000.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 4,775,000.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,775,000.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.91 %

12

Type of Reporting Person (See Instructions)

OO

Comment for Type of Reporting Person: Limited Liability Company

SCHEDULE 13G

CUSIP Number(s): 811707801

1

Names of Reporting Persons

James Hanna

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CALIFORNIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 4,775,000.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 4,775,000.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

4,775,000.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.91 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Seacoast Banking Corporation of Florida
(b)	Address of issuer's principal executive offices: 815 Colorado Avenue, P.O. Box 9012, Stuart, FL, 34994
Item 2.
(a)	Name of person filing: North Reef Capital Management LP North Reef Capital Management GP LLC James Hanna, III
(b)	Address or principal business office or, if none, residence: c/o North Reef Capital Management LP 1833 South Coast Highway, Suite 210 Laguna Beach, California 92651
(c)	Citizenship: North Reef Capital Management LP - Delaware North Reef Capital Management GP LLC - Delaware James Hanna, III - California
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 811707801
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);
(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)(1)(ii)(G);
(h)	A savings associations 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 of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 4,775,000
(b)	Percent of class: 4.91 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 4,775,000
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 4,775,000
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

North Reef Capital Management L.P.

Signature:	/s/ Daniel Locasto
Name/Title:	Chief Compliance Officer
Date:	08/14/2026

North Reef Capital Management GP LLC

Signature:	/s/ James Hanna
Name/Title:	Managing Member
Date:	08/14/2026

James Hanna

Signature:	/s/ James Hanna
Name/Title:	James Hanna
Date:	08/14/2026

Exhibit Information

EXHIBIT 99.1 - JOINT FILING AGREEMENT