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BAFN · Bayfirst Financial Corp.
> Ask across nine datasets ⌘K
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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475
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BAFN

BayFirst Financial Corp.
BANKS · STATE COMMERCIAL BANKS · CIK 0001649739
ACTIVIST 13D☆ WATCH
INSIDER NET · 180D
-
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
9
13F, latest reported quarter
REVENUE GROWTH
-
XBRL, annual
NET MARGIN
-
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
no Form 4 purchases or sales on file
CONGRESS
no member of Congress has reported trading it
FUNDS
9 funds added or opened last quarter
below 98% of Banks
REVENUE
no revenue reported in any filing
MARGIN
no margin: this company reports no revenue to divide by
BUYBACKS
$335.0K repurchased, FY to 2025-12-31
below 84% of Banks
SHORT
1.1% of shares outstanding short · 15.1 days to cover · settled 2026-07-31
below 70% of Banks
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
LEHMAN KENNETH R disclosed a 5%+ stake (42.4%) in the last six months.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -17.0%
-17.0%12M
-48%-25%-2%+21%2025-092025-102025-122026-032026-052026-072026-09 2026-07-14 · Rogers Alfred Tate Jr sold -2026-07-14 · Rogers Alfred Tate Jr sold -2026-07-14 · Rogers Alfred Tate Jr sold -2026-07-14 · Rogers Alfred Tate Jr sold -2026-07-16 · LEHMAN KENNETH R filed a 5%+ stake (42.4%)
INSIDER SELL13D/G STAKE
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
An activist crossed the 5% line with declared intent.
The record shows 9 funds added last quarter. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
UMBFBWFGPEBOPBFMBMGABCNEWTPCBDCOMISBAWSBFJMSB
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

No insider purchases or sales are on record for BayFirst Financial Corp. in the period covered. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER
FILED
SHARES
VALUE
Rogers Alfred Tate Jr
CEO & President
SELL
2026-07-14
148,564.0
-
Rogers Alfred Tate Jr
CEO & President
SELL
2026-07-14
279,986.0
-
Rogers Alfred Tate Jr
CEO & President
SELL
2026-07-14
22,856.0
-
Rogers Alfred Tate Jr
CEO & President
SELL
2026-07-14
691,394.0
-
Berset Derek Steven
Director
SELL
2025-05-15
0.2
$3
96 TRANSACTIONS ON RECORD

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Institutional holders
13F · holdings as of the latest quarter funds have reported
VANGUARD CAPITAL MANAGEMENT LLC
150,806.0 sh
$754.0K
FIRST MANHATTAN CO. LLC.
132,926.0 sh
$664.6K
BANC FUNDS CO LLC
91,679.0 sh
$458.4K
BlackRock, Inc.
52,828.0 sh
$264.1K
GEODE CAPITAL MANAGEMENT, LLC
38,775.0 sh
$193.9K
5%+ owners
13D = intent to influence · 13G = passive
LEHMAN KENNETH R
ACTIVIST 13D · 2026-07-16
42.4%
FORM 144
No planned-sale notices
No insider has notified an intent to sell. This is the panel to watch after a run-up.
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
iShares Micro-Cap ETF
$53.3K POSITION · AS OF 2026-03-31
0.0%
1290 VT Micro Cap Portfolio
$4.1K POSITION · AS OF 2026-03-31
0.0%
Fidelity Extended Market Index Fund
$127.8K POSITION · AS OF 2026-02-28
0.0%
VANGUARD EXTENDED MARKET INDEX FUND
$245.2K POSITION · AS OF 2026-03-31
0.0%
Fidelity Total Market Index Fund
$47.0K POSITION · AS OF 2026-02-28
0.0%
VANGUARD TOTAL STOCK MARKET INDEX FUND
$698.7K POSITION · AS OF 2026-03-31
0.0%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
NET INCOME$-24.6M$10.2M$5.7M$-349.0K
EPS (DILUTED)-6.322.091.12-0.22
OPERATING CASH FLOW$288.8M$393.4M$454.8M$440.3M
CASH$207.0M$77.8M$58.4M$66.0M
BUYBACKS$335.0K$0$13.0K$49.0K
DIVIDENDS PAID$663.0K$1.3M$1.3M$1.3M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-04 ALL SYSTEMS LIVE FOR MACHINES →