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Nasdaq · USD

BAFN

BayFirst Financial Corp.

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Tapewire entity
6302
SEC CIK
0001649739
Parsed reports
614

Last 12 months

Inside the activity.

0 purchase rows · 4 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202604
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
January 23, 2025 Filed Feb 20, 2025 17:10 UTC
Oliver Robin LeighPresident, COO
Tax withholdingCommon Stock 134 $15.29 $2,048.86
Disclosure

SEC source: 0001649739-25-000045 · wk-form4_1740071450.xml · nonDerivative · entry 1

Oliver Robin Leigh · CIK 0001886484 · President, COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,793.5819

F1 · kind: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock awards (RSAs) and does not represent a sale by the Reporting Person.

Read SEC document
January 23, 2025 Filed Feb 20, 2025 17:11 UTC
Zernick Thomas GerardDirector · CEO
Tax withholdingCommon Stock 717 $15.29 $10,962.93
Disclosure

SEC source: 0001649739-25-000050 · wk-form4_1740071502.xml · nonDerivative · entry 1

Zernick Thomas Gerard · CIK 0001885587 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,358.8282

F1 · kind: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock awards (RSAs) and does not represent a sale by the Reporting Person.

Read SEC document
January 23, 2025 Filed Feb 20, 2025 17:12 UTC Tax withholdingCommon Stock 204 $15.29 $3,119.16
Disclosure

SEC source: 0001649739-25-000051 · wk-form4_1740071515.xml · nonDerivative · entry 1

WuDunn Sheryl · CIK 0001913431 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,143.9774

F1 · kind: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock awards (RSAs) and does not represent a sale by the Reporting Person.

Read SEC document
January 23, 2025 Filed Feb 20, 2025 17:11 UTC Tax withholdingCommon Stock 204 $15.29 $3,119.16
Disclosure

SEC source: 0001649739-25-000048 · wk-form4_1740071482.xml · nonDerivative · entry 1

Berset Derek Steven · CIK 0001885323 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,739.7204

F1 · kind: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock awards (RSAs) and does not represent a sale by the Reporting Person.

Read SEC document
January 23, 2025 Filed Feb 20, 2025 17:11 UTC Tax withholdingCommon Stock 204 $15.29 $3,119.16
Disclosure

SEC source: 0001649739-25-000047 · wk-form4_1740071470.xml · nonDerivative · entry 1

Zipperian Barbara J · CIK 0001632068 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,628.1222

F1 · kind: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock awards (RSAs) and does not represent a sale by the Reporting Person.

Read SEC document
January 23, 2025 Filed Feb 20, 2025 17:10 UTC Tax withholdingCommon Stock 204 $15.29 $3,119.16
Disclosure

SEC source: 0001649739-25-000041 · wk-form4_1740071408.xml · nonDerivative · entry 1

Berset Mark S · CIK 0001439853 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 208,800.3734

F1 · kind: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock awards (RSAs) and does not represent a sale by the Reporting Person.

Read SEC document
January 23, 2025 Filed Feb 20, 2025 17:10 UTC Tax withholdingCommon Stock 204 $15.29 $3,119.16
Disclosure

SEC source: 0001649739-25-000040 · wk-form4_1740071398.xml · nonDerivative · entry 1

Spoor Bradly William · CIK 0001885329 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,603.1931

F1 · kind: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock awards (RSAs) and does not represent a sale by the Reporting Person.

Read SEC document
January 23, 2025 Filed Feb 20, 2025 17:09 UTC Tax withholdingCommon Stock 275 $15.29 $4,204.75
Disclosure

SEC source: 0001649739-25-000039 · wk-form4_1740071387.xml · nonDerivative · entry 1

Saravanos Anthony · CIK 0001439930 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,730.6865

F1 · kind: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock awards (RSAs) and does not represent a sale by the Reporting Person.

Read SEC document
January 23, 2025 Filed Feb 21, 2025 15:55 UTC Tax withholdingCommon Stock 371 $15.29 $5,672.59
Disclosure

SEC source: 0001649739-25-000053 · wk-form4_1740153345.xml · nonDerivative · entry 1

LEO ANTHONY N · CIK 0001224266 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,677.2336

F1 · kind: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock awards (RSAs) and does not represent a sale by the Reporting Person.

Read SEC document
January 23, 2025 Filed Mar 17, 2025 15:05 UTC
Tudor Rhonda SSVP, Chief Accounting Officer
Tax withholdingCommon Stock 12 $15.29 $183.48
Disclosure

SEC source: 0001649739-25-000077 · wk-form4_1742223925.xml · nonDerivative · entry 1

Tudor Rhonda S · CIK 0001703675 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,651.2884

F1 · kind: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock awards (RSAs) and does not represent a sale by the Reporting Person.

Read SEC document
December 31, 2024 Filed Mar 7, 2025 19:32 UTC
McKim Scott JosephEVP, Chief Financial Officer
GrantCommon Stock 79.8819 $13.30 $1,062.43
Disclosure

SEC source: 0001649739-25-000073 · wk-form4_1741375915.xml · nonDerivative · entry 1

McKim Scott Joseph · CIK 0001987910 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By ESOP

Disclosed balance after: 79.8819

F1 · balance_after: Shares held by the BayFirst Natioanl Bank Employee Stock Ownership Plan ("ESOP") and allocated to the Reporting Person's account. The shares vest based on your Year of Vesting Service (generally a year in which the Reporting Person works at least 1,000 hours). The shares will become fully vested upon your attainment of Normal Retirement Age of 65.

Read SEC document
December 31, 2024 Filed Mar 7, 2025 19:32 UTC
Oliver Robin LeighPresident, COO
GrantCommon Stock 89.0514 $13.30 $1,184.38
Disclosure

SEC source: 0001649739-25-000074 · wk-form4_1741375926.xml · nonDerivative · entry 1

Oliver Robin Leigh · CIK 0001886484 · President, COO

10b5-1 filing: No plan indicated

Ownership: Indirect · By ESOP

Disclosed balance after: 1,071.9677

F1 · balance_after: Shares held by the BayFirst Natioanl Bank Employee Stock Ownership Plan ("ESOP") and allocated to the Reporting Person's account. The shares vest based on your Year of Vesting Service (generally a year in which the Reporting Person works at least 1,000 hours). The shares will become fully vested upon your attainment of Normal Retirement Age of 65.

Read SEC document
December 31, 2024 Filed Mar 7, 2025 19:31 UTC
Zernick Thomas GerardDirector · CEO
GrantCommon Stock 89.0514 $13.30 $1,184.38
Disclosure

SEC source: 0001649739-25-000071 · wk-form4_1741375894.xml · nonDerivative · entry 1

Zernick Thomas Gerard · CIK 0001885587 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By ESOP

Disclosed balance after: 1,659.0275

F1 · balance_after: Shares held by the BayFirst Natioanl Bank Employee Stock Ownership Plan ("ESOP") and allocated to the Reporting Person's account. The shares vest based on your Year of Vesting Service (generally a year in which the Reporting Person works at least 1,000 hours). The shares will become fully vested upon your attainment of Normal Retirement Age of 65.

Read SEC document
December 31, 2024 Filed Mar 7, 2025 19:32 UTC GrantCommon Stock 89.0514 $13.30 $1,184.38
Disclosure

SEC source: 0001649739-25-000075 · wk-form4_1741375935.xml · nonDerivative · entry 1

LEO ANTHONY N · CIK 0001224266 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By ESOP

Disclosed balance after: 1,659.0208

F1 · balance_after: Shares held by the BayFirst Natioanl Bank Employee Stock Ownership Plan ("ESOP") and allocated to the Reporting Person's account. The shares vest based on your Year of Vesting Service (generally a year in which the Reporting Person works at least 1,000 hours). The shares will become fully vested upon your attainment of Normal Retirement Age of 65.

Read SEC document
December 31, 2024 Filed Mar 7, 2025 19:31 UTC
Tudor Rhonda SSVP, Chief Accounting Officer
GrantCommon Stock 56.0722 $13.30 $745.76
Disclosure

SEC source: 0001649739-25-000072 · wk-form4_1741375904.xml · nonDerivative · entry 1

Tudor Rhonda S · CIK 0001703675 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By ESOP

Disclosed balance after: 257.4446

F1 · balance_after: Shares held by the BayFirst Natioanl Bank Employee Stock Ownership Plan ("ESOP") and allocated to the Reporting Person's account. The shares vest based on your Year of Vesting Service (generally a year in which the Reporting Person works at least 1,000 hours). The shares will become fully vested upon your attainment of Normal Retirement Age of 65.

Read SEC document
December 31, 2024 Filed Mar 9, 2026 18:00 UTC Amendment
McKim Scott JosephEVP, Chief Financial Officer
GrantCommon Stock 90.8311 $13.30 $1,208.05
Disclosure

SEC source: 0001987910-26-000004 · wk-form4a_1773079201.xml · nonDerivative · entry 1

McKim Scott Joseph · CIK 0001987910 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By ESOP

Disclosed balance after: 90.8311

F1 · balance_after: Shares held by the BayFirst Natioanl Bank Employee Stock Ownership Plan ("ESOP") and allocated to the Reporting Person's account. The shares vest based on your Year of Vesting Service (generally a year in which the Reporting Person works at least 1,000 hours). The shares will become fully vested upon your attainment of Normal Retirement Age of 65.

Read SEC document
December 31, 2024 Filed Mar 9, 2026 18:00 UTC Amendment
Oliver Robin LeighDirector · President, COO
GrantCommon Stock 101.2515 $13.30 $1,346.64
Disclosure

SEC source: 0001886484-26-000004 · wk-form4a_1773079222.xml · nonDerivative · entry 1

Oliver Robin Leigh · CIK 0001886484 · Director · President, COO

10b5-1 filing: No plan indicated

Ownership: Indirect · By ESOP

Disclosed balance after: 1,084.1673

F1 · balance_after: Shares held by the BayFirst Natioanl Bank Employee Stock Ownership Plan ("ESOP") and allocated to the Reporting Person's account. The shares vest based on your Year of Vesting Service (generally a year in which the Reporting Person works at least 1,000 hours). The shares will become fully vested upon your attainment of Normal Retirement Age of 65.

Read SEC document
December 31, 2024 Filed Mar 9, 2026 17:59 UTC Amendment
Zernick Thomas GerardDirector · CEO
GrantCommon Stock 101.2478 $13.30 $1,346.60
Disclosure

SEC source: 0001885587-26-000004 · wk-form4a_1773079143.xml · nonDerivative · entry 1

Zernick Thomas Gerard · CIK 0001885587 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By ESOP

Disclosed balance after: 1,671.2237

F1 · balance_after: Shares held by the BayFirst Natioanl Bank Employee Stock Ownership Plan ("ESOP") and allocated to the Reporting Person's account. The shares vest based on your Year of Vesting Service (generally a year in which the Reporting Person works at least 1,000 hours). The shares will become fully vested upon your attainment of Normal Retirement Age of 65.

Read SEC document
December 31, 2024 Filed Mar 9, 2026 17:59 UTC Amendment
Tudor Rhonda SSVP, Chief Accounting Officer
GrantCommon Stock 63.7567 $13.30 $847.96
Disclosure

SEC source: 0001703675-26-000005 · wk-form4a_1773079170.xml · nonDerivative · entry 1

Tudor Rhonda S · CIK 0001703675 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By ESOP

Disclosed balance after: 265.1291

F1 · balance_after: Shares held by the BayFirst Natioanl Bank Employee Stock Ownership Plan ("ESOP") and allocated to the Reporting Person's account. The shares vest based on your Year of Vesting Service (generally a year in which the Reporting Person works at least 1,000 hours). The shares will become fully vested upon your attainment of Normal Retirement Age of 65.

Read SEC document
December 31, 2024 Filed Mar 9, 2026 17:58 UTC Amendment GrantCommon Stock 101.2478 $13.30 $1,346.60
Disclosure

SEC source: 0001224266-26-000002 · wk-form4a_1773079113.xml · nonDerivative · entry 1

LEO ANTHONY N · CIK 0001224266 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By ESOP

Disclosed balance after: 1,671.2168

F1 · balance_after: Shares held by the BayFirst Natioanl Bank Employee Stock Ownership Plan ("ESOP") and allocated to the Reporting Person's account. The shares vest based on your Year of Vesting Service (generally a year in which the Reporting Person works at least 1,000 hours). The shares will become fully vested upon your attainment of Normal Retirement Age of 65.

Read SEC document
December 16, 2024 Filed Dec 18, 2024 14:39 UTC
McKim Scott JosephEVP, Chief Financial Officer
OtherCommon Stock 0.3022 $13.60 $4.11
Disclosure

SEC source: 0001649739-24-000301 · wk-form4_1734532744.xml · nonDerivative · entry 1

McKim Scott Joseph · CIK 0001987910 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,601.7151

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

Read SEC document
December 16, 2024 Filed Dec 18, 2024 14:40 UTC OtherCommon Stock 191.8882 $13.60 $2,609.68
Disclosure

SEC source: 0001649739-24-000310 · wk-form4_1734532838.xml · nonDerivative · entry 1

Deloach Dennis Reppard III · CIK 0001886792 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,280.3729

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

Read SEC document
December 16, 2024 Filed Dec 18, 2024 09:39 UTC OtherCommon Stock 16.6963 $13.60 $227.07
Disclosure

SEC source: 0001649739-24-000302 · wk-form4_1734532754.xml · nonDerivative · entry 1

Harris Alexander Octavius · CIK 0001886639 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,630.0937

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

Read SEC document
December 16, 2024 Filed Dec 18, 2024 14:40 UTC
Oliver Robin LeighPresident, COO
OtherCommon Stock 7.4949 $13.60 $101.93
Disclosure

SEC source: 0001649739-24-000306 · wk-form4_1734532795.xml · nonDerivative · entry 1

Oliver Robin Leigh · CIK 0001886484 · President, COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,656.6812

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

Read SEC document
December 16, 2024 Filed Dec 18, 2024 14:39 UTC
Zernick Thomas GerardDirector · CEO
OtherCommon Stock 40.8265 $13.60 $555.24
Disclosure

SEC source: 0001649739-24-000304 · wk-form4_1734532774.xml · nonDerivative · entry 1

Zernick Thomas Gerard · CIK 0001885587 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,971.3248

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

Read SEC document
December 16, 2024 Filed Dec 18, 2024 14:40 UTC OtherCommon Stock 11.8794 $13.60 $161.56
Disclosure

SEC source: 0001649739-24-000309 · wk-form4_1734532828.xml · nonDerivative · entry 1

Spoor Bradly William · CIK 0001885329 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · S5 Consulting, LLC

Disclosed balance after: 21,908.2073

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

Read SEC document
December 16, 2024 Filed Dec 18, 2024 14:40 UTC
Tudor Rhonda SSVP, Chief Accounting Officer
OtherCommon Stock 1.7684 $13.60 $24.05
Disclosure

SEC source: 0001649739-24-000311 · wk-form4_1734532848.xml · nonDerivative · entry 1

Tudor Rhonda S · CIK 0001703675 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,502.3877

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

Read SEC document
December 16, 2024 Filed Dec 18, 2024 14:40 UTC OtherCommon Stock 20.4559 $13.60 $278.20
Disclosure

SEC source: 0001649739-24-000308 · wk-form4_1734532815.xml · nonDerivative · entry 1

WuDunn Sheryl · CIK 0001913431 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,347.9774

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

Read SEC document
December 16, 2024 Filed Dec 18, 2024 14:40 UTC OtherCommon Stock 0.4353 $13.60 $5.92
Disclosure

SEC source: 0001649739-24-000307 · wk-form4_1734532804.xml · nonDerivative · entry 4

Berset Mark S · CIK 0001439853 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Linda C. Berset Family Trust

Disclosed balance after: 6,595.4911

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

Read SEC document
December 16, 2024 Filed Dec 18, 2024 14:40 UTC OtherCommon Stock 4.3471 $13.60 $59.12
Disclosure

SEC source: 0001649739-24-000307 · wk-form4_1734532804.xml · nonDerivative · entry 3

Berset Mark S · CIK 0001439853 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Linda Berset Irrevocable Trust

Disclosed balance after: 48,690.2947

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

Read SEC document
December 16, 2024 Filed Dec 18, 2024 14:40 UTC OtherCommon Stock 1.6287 $13.60 $22.15
Disclosure

SEC source: 0001649739-24-000307 · wk-form4_1734532804.xml · nonDerivative · entry 2

Berset Mark S · CIK 0001439853 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Mark S. Berset 2012 Irrevocable Trust U/A Dated 12/13/12

Disclosed balance after: 16,214.5231

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

Read SEC document
December 16, 2024 Filed Dec 18, 2024 14:40 UTC OtherCommon Stock 42.3287 $13.60 $575.67
Disclosure

SEC source: 0001649739-24-000307 · wk-form4_1734532804.xml · nonDerivative · entry 1

Berset Mark S · CIK 0001439853 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 209,004.3734

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

Read SEC document
December 16, 2024 Filed Dec 18, 2024 14:39 UTC OtherCommon Stock 3.6735 $13.60 $49.96
Disclosure

SEC source: 0001649739-24-000305 · wk-form4_1734532785.xml · nonDerivative · entry 1

Zipperian Barbara J · CIK 0001632068 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,832.1222

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

Read SEC document
December 16, 2024 Filed Dec 18, 2024 14:39 UTC OtherCommon Stock 375.2559 $13.60 $5,103.48
Disclosure

SEC source: 0001649739-24-000303 · wk-form4_1734532764.xml · nonDerivative · entry 1

Berset Derek Steven · CIK 0001885323 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,943.7204

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

Read SEC document
December 16, 2024 Filed Dec 18, 2024 14:39 UTC OtherCommon Stock 305.2235 $13.60 $4,151.04
Disclosure

SEC source: 0001649739-24-000300 · wk-form4_1734532734.xml · nonDerivative · entry 1

Saravanos Anthony · CIK 0001439930 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,005.6865

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

Read SEC document
November 06, 2024 Filed Nov 8, 2024 11:32 UTC OtherCommon Stock 107.1429 $14.00 $1,500.00
Disclosure

SEC source: 0001649739-24-000279 · wk-form4_1731083573.xml · nonDerivative · entry 1

Harris Alexander Octavius · CIK 0001886639 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,613.3974

F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan.

Read SEC document
November 06, 2024 Filed Nov 8, 2024 16:33 UTC OtherCommon Stock 178.5714 $14.00 $2,500.00
Disclosure

SEC source: 0001649739-24-000283 · wk-form4_1731083613.xml · nonDerivative · entry 1

Berset Mark S · CIK 0001439853 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 208,962.0447

F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan.

Read SEC document
November 06, 2024 Filed Nov 8, 2024 16:33 UTC OtherCommon Stock 535.7143 $14.00 $7,500.00
Disclosure

SEC source: 0001649739-24-000282 · wk-form4_1731083603.xml · nonDerivative · entry 1

Berset Derek Steven · CIK 0001885323 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 67,568.4645

F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan.

Read SEC document
November 06, 2024 Filed Nov 8, 2024 16:33 UTC OtherCommon Stock 142.8571 $14.00 $2,000.00
Disclosure

SEC source: 0001649739-24-000281 · wk-form4_1731083592.xml · nonDerivative · entry 1

WuDunn Sheryl · CIK 0001913431 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,327.5215

F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan.

Read SEC document
November 06, 2024 Filed Nov 8, 2024 16:33 UTC OtherCommon Stock 57.1429 $14.00 $800.00
Disclosure

SEC source: 0001649739-24-000280 · wk-form4_1731083583.xml · nonDerivative · entry 1

Saravanos Anthony · CIK 0001439930 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,700.463

F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan.

Read SEC document
October 29, 2024 Filed Oct 31, 2024 14:38 UTC
McKim Scott JosephEVP, Chief Financial Officer
OtherCommon Stock 25.6213 $11.71 $300.03
Disclosure

SEC source: 0001649739-24-000272 · wk-form4_1730385481.xml · nonDerivative · entry 1

McKim Scott Joseph · CIK 0001987910 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,601.4129

F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan.

Read SEC document
October 29, 2024 Filed Oct 31, 2024 14:37 UTC
Oliver Robin LeighPresident, COO
OtherCommon Stock 25.6213 $11.71 $300.03
Disclosure

SEC source: 0001649739-24-000270 · wk-form4_1730385458.xml · nonDerivative · entry 1

Oliver Robin Leigh · CIK 0001886484 · President, COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,649.1863

F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan.

Read SEC document
October 29, 2024 Filed Oct 31, 2024 14:37 UTC
Zernick Thomas GerardDirector · CEO
OtherCommon Stock 128.1066 $11.71 $1,500.13
Disclosure

SEC source: 0001649739-24-000271 · wk-form4_1730385469.xml · nonDerivative · entry 1

Zernick Thomas Gerard · CIK 0001885587 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,930.4983

F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan.

Read SEC document
October 29, 2024 Filed Oct 31, 2024 14:38 UTC
Tudor Rhonda SSVP, Chief Accounting Officer
OtherCommon Stock 25.6213 $11.71 $300.03
Disclosure

SEC source: 0001649739-24-000273 · wk-form4_1730385490.xml · nonDerivative · entry 1

Tudor Rhonda S · CIK 0001703675 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,500.6193

F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan.

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October 08, 2024 Filed Oct 10, 2024 21:38 UTC
Zernick Thomas GerardDirector · CEO
Tax withholdingCommon Stock 1,073 $13.12 $14,077.76
Disclosure

SEC source: 0001649739-24-000261 · wk-form4_1728596319.xml · nonDerivative · entry 1

Zernick Thomas Gerard · CIK 0001885587 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,802.3917

F1 · kind: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock awards (RSAs) and does not represent a sale by the Reporting Person.

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September 15, 2024 Filed Sep 19, 2024 17:21 UTC
McKim Scott JosephEVP, Chief Financial Officer
OtherCommon Stock 0.1506 $13.61 $2.05
Disclosure

SEC source: 0001649739-24-000244 · wk-form4_1726766503.xml · nonDerivative · entry 1

McKim Scott Joseph · CIK 0001987910 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,575.7916

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

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September 15, 2024 Filed Sep 19, 2024 17:22 UTC OtherCommon Stock 190.6268 $13.61 $2,594.43
Disclosure

SEC source: 0001649739-24-000247 · wk-form4_1726766534.xml · nonDerivative · entry 1

Deloach Dennis Reppard III · CIK 0001886792 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,088.4847

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

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September 15, 2024 Filed Sep 19, 2024 13:22 UTC OtherCommon Stock 15.9603 $13.61 $217.22
Disclosure

SEC source: 0001649739-24-000248 · wk-form4_1726766545.xml · nonDerivative · entry 1

Harris Alexander Octavius · CIK 0001886639 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,506.2545

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

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September 15, 2024 Filed Sep 19, 2024 17:22 UTC
Helal TarekDirector
OtherCommon Stock 1.277 $13.61 $17.38
Disclosure

SEC source: 0001649739-24-000250 · wk-form4_1726766565.xml · nonDerivative · entry 1

Helal Tarek · CIK 0001886423 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,472.496

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

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September 15, 2024 Filed Sep 19, 2024 17:21 UTC
Oliver Robin LeighPresident, COO
OtherCommon Stock 7.2961 $13.61 $99.30
Disclosure

SEC source: 0001649739-24-000243 · wk-form4_1726766493.xml · nonDerivative · entry 1

Oliver Robin Leigh · CIK 0001886484 · President, COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,623.565

F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.