Investment advisor reports 5.9% Usio stake

Usio, Inc. (USIO) is reported to have a new significant shareholder under a Schedule 13G filing by investment advisor Christopher M. Plahm.

Rhea-AI Filing Summary

Usio, Inc. (USIO) is reported to have a new significant shareholder under a Schedule 13G filing by investment advisor Christopher M. Plahm. Plahm reports beneficial ownership of 1,934,590 shares of Usio common stock, representing 5.93% of the class. All of these shares are reported with shared power to vote and no sole voting or dispositive power.

Within this aggregate, Tall Pines Capital, LLC reports 1,748,223 shares with shared voting power, equal to 5.36% of the class, and Stonebridge Wealth Management, LLC reports 186,367 shares with shared voting power, equal to 0.57% of the class. The filing identifies Plahm as an investment advisor based in Oak Brook, Illinois, with U.S. citizenship.

Key Figures

Beneficial ownership: 1,934,590 shares Percent of class: 5.93% Shared voting power (Plahm): 1,934,590 shares +4 more

7 metrics

Beneficial ownership 1,934,590 shares Shares of Usio, Inc. common stock beneficially owned by Christopher M. Plahm

Percent of class 5.93% Percentage of Usio, Inc. common stock class beneficially owned by Christopher M. Plahm

Shared voting power (Plahm) 1,934,590 shares Number of shares over which Plahm has shared power to vote or direct the vote

Tall Pines Capital ownership 1,748,223 shares Usio, Inc. shares with shared voting power reported for Tall Pines Capital, LLC

Tall Pines percent of class 5.36% Percentage of Usio, Inc. common stock class reported for Tall Pines Capital, LLC

Stonebridge ownership 186,367 shares Usio, Inc. shares with shared voting power reported for Stonebridge Wealth Management, LLC

Stonebridge percent of class 0.57% Percentage of Usio, Inc. common stock class reported for Stonebridge Wealth Management, LLC

Key Terms

Schedule 13G, beneficially owned, shared voting power, percent of class, +1 more

5 terms

Schedule 13G regulatory

"A Schedule 13G filing reports beneficial ownership of more than 5% of a class"

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

beneficially owned financial

"Amount beneficially owned: 1,934,590"

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 1,748,223.00"

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.

percent of class financial

"Percent of class: 5.93%"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

investment advisor financial

"Name/Title: INVESTMENT ADVISOR"

An investment advisor is a person or firm that provides personalized guidance on buying, selling and managing investments and often oversees client portfolios for a fee. For investors this matters because the advisor shapes risk, costs and long-term returns, and is typically required by law to act in the client’s best interests — think of them as a financial coach or GPS that helps navigate choices and avoid costly detours.

FAQ

What percentage of Usio, Inc. (USIO) shares does Christopher M. Plahm report owning?

Christopher M. Plahm reports beneficial ownership of 5.93% of Usio, Inc.’s common stock, representing 1,934,590 shares with shared voting power and no sole voting or dispositive power.

How many USIO shares are reported under Tall Pines Capital, LLC in this Schedule 13G?

Tall Pines Capital, LLC reports 1,748,223 shares of Usio, Inc. common stock with shared voting power, representing 5.36% of the outstanding class.

What is Stonebridge Wealth Management, LLC’s reported ownership in USIO?

Stonebridge Wealth Management, LLC reports 186,367 shares of Usio, Inc. common stock with shared voting power, representing 0.57% of the class.

Does Christopher M. Plahm have sole voting or dispositive power over USIO shares?

No. The filing states that Christopher M. Plahm has 0 shares with sole voting power and 0 shares with sole dispositive power, and 1,934,590 shares with shared voting power.

What type of filing discloses this ownership in Usio, Inc. (USIO)?

The ownership in Usio, Inc. is disclosed on a Schedule 13G, which reports beneficial ownership of more than 5% of a class of registered equity securities, typically on a passive or non-control basis.

Who is the person filing this Schedule 13G for USIO and what is their role?

The filer is Christopher M. Plahm, identified as an investment advisor. He signs the Schedule 13G in that capacity and reports aggregate beneficial ownership of 1,934,590 USIO shares with shared voting power.

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

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Available on EDGAR 08/25/2026 - 12:11 PM Accepted by SEC EDGAR 08/25/2026 - 12:11 PM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

USIO, INC.

(Name of Issuer)

COMMON STOCK

(Title of Class of Securities)

917313108

(CUSIP Number)

08/24/2026

(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): 917313108

1

Names of Reporting Persons

TALL PINES CAPITAL, 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

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,748,223.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,748,223.00

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)

5.36 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

CUSIP Number(s): 917313108

1

Names of Reporting Persons

STONEBRIDGE WEALTH MANAGEMENT, 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

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 186,367.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

186,367.00

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)

0.57 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: USIO, INC.
(b)	Address of issuer's principal executive offices: 3611 PAESANOS PARKWAY, SUITE 300, SAN ANTONIO, TEXAS, 78231
Item 2.
(a)	Name of person filing: CHRISTOPER M PLAHM
(b)	Address or principal business office or, if none, residence: 1010 JORIE BLVD, SUITE 144, OAK BROOK, IL 60523
(c)	Citizenship: USA
(d)	Title of class of securities: COMMON STOCK
(e)	CUSIP Number(s): 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);
(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: 1,934,590
(b)	Percent of class: 5.93%
(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: 1,934,590
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
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 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.

TALL PINES CAPITAL, LLC

Signature:	/s/ CHRISTOPHER M PLAHM
Name/Title:	INVESTMENT ADVISOR
Date:	08/24/2026

STONEBRIDGE WEALTH MANAGEMENT, LLC

Signature:	/s/ CHRISTOPHER M PLAHM
Name/Title:	INVESTMENT ADVISOR
Date:	08/24/2026