Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BayFirst Financial Corp.BAFN · Entity 6302 | Director | September 15, 2024 | September 19, 2024 |
| RAYMOND JAMES FINANCIAL INCRJF · Entity 3126 | Chief Strategy Officer | August 20, 2026 | August 27, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BayFirst Financial Corp.
Report date September 15, 2024 · Filed September 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,472.496 |
Reported balance
After 2024-09-15 transaction · row 1
1 source rowRow 1 · 2024-09-15 · Other · Acquired 1.277 · Balance 24,472.496 F1: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan.
RAYMOND JAMES FINANCIAL INC
Report date August 20, 2026 · Filed August 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,140 |
Last balance in matching sequence
After 2026-08-20 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-08-20 · Gift · Acquired 23,397 · Balance 48,537 F1: Includes 54 shares of common stock acquired on March 3, 2026 and 57 shares of common stock acquired on June 2, 2026 pursuant to the registrant's Employee Stock Purchase Plan. Row 2 · 2026-08-20 · Gift · Disposed 23,397 · Balance 25,140 F1: Includes 54 shares of common stock acquired on March 3, 2026 and 57 shares of common stock acquired on June 2, 2026 pursuant to the registrant's Employee Stock Purchase Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy the Tarek Helal 2021 Gifting Trust | 81 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 81 |
| Common StockSEC Table I · non-derivative | IndirectESOP | 577 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 577 F2: Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through August 20, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 54 shares of common stock acquired on March 3, 2026 and 57 shares of common stock acquired on June 2, 2026 pursuant to the registrant's Employee Stock Purchase Plan.
F2: Includes shares of common stock acquired under the reporting person's Employee Stock Ownership Plan (ESOP) account through August 20, 2026.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 27, 2026 18:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 23,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-007342 · doc4.xml · nonDerivative · entry 2 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,140 F1 · balance_after: Includes 54 shares of common stock acquired on March 3, 2026 and 57 shares of common stock acquired on June 2, 2026 pursuant to the registrant's Employee Stock Purchase Plan. Read SEC document |
| August 20, 2026 Filed Aug 27, 2026 18:14 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 23,397 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-007342 · doc4.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,537 F1 · balance_after: Includes 54 shares of common stock acquired on March 3, 2026 and 57 shares of common stock acquired on June 2, 2026 pursuant to the registrant's Employee Stock Purchase Plan. Read SEC document |
| December 30, 2025 Filed Jan 2, 2026 15:39 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000002 · doc4.xml · nonDerivative · entry 3 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By the Tarek Helal 2021 Gifting Trust Disclosed balance after: 81 Read SEC document |
| December 30, 2025 Filed Jan 2, 2026 15:39 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000002 · doc4.xml · nonDerivative · entry 2 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By the Mohamed Anis Helal March 2022 GRAT #4 Disclosed balance after: 0 Read SEC document |
| December 30, 2025 Filed Jan 2, 2026 15:39 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GiftCommon Stock | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000002 · doc4.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By the Mohamed Anis Helal March 2022 GRAT #4 Disclosed balance after: 81 Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:23 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 458 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010061 · doc4.xml · derivative · entry 2 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458 Underlying: Common Stock · 458 shares Expires 2028-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F3 · shares: Award of RSUs as a portion of annual bonus under Amended and Restated 2012 Stock Incentive Plan. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 13:23 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | GrantRestricted Stock Units · Derivative | 3,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-010061 · doc4.xml · derivative · entry 1 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,661 Underlying: Common Stock · 3,661 shares Expires 2030-12-15 F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · derivative.exercise_date: RSUs vest 60% on 12/15/2028, 20% on 12/15/2029, and 20% on 12/15/2030. Read SEC document |
| December 02, 2025 Filed Dec 2, 2025 21:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009585 · doc4.xml · derivative · entry 14 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 442 shares Expires 2025-12-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. Read SEC document |
| December 02, 2025 Filed Dec 2, 2025 21:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 107 | $155.83 | $16,673.81 |
DisclosureSEC source: 0001225208-25-009585 · doc4.xml · nonDerivative · entry 8 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,029 F2 · balance_after: Includes 54 shares of common stock acquired on March 4, 2025, 57 shares of common stock acquired on June 3, 2025, and 49 shares of common stock acquired on September 3, 2025, pursuant to the registrant's Employee Stock Purchase Plan. Read SEC document |
| December 02, 2025 Filed Dec 2, 2025 21:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009585 · doc4.xml · nonDerivative · entry 7 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,136 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · balance_after: Includes 54 shares of common stock acquired on March 4, 2025, 57 shares of common stock acquired on June 3, 2025, and 49 shares of common stock acquired on September 3, 2025, pursuant to the registrant's Employee Stock Purchase Plan. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 1,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009585 · doc4.xml · derivative · entry 13 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,036 Underlying: Common Stock · 1,554 shares Expires 2027-11-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F6 · derivative.exercise_date: RSUs vested 60% on 11/30/2025 and will vest 20% on 11/30/2026 and 20% on 11/30/2027. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 611 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009585 · doc4.xml · derivative · entry 12 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 611 Underlying: Common Stock · 611 shares Expires 2026-11-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F5 · derivative.exercise_date: RSUs vested 60% on 11/30/2024, 20% on 11/30/2025, and will vest 20% on 11/30/2026. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionRestricted Stock Units · Derivative | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009585 · doc4.xml · derivative · entry 11 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 900 shares Expires 2025-11-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F4 · derivative.exercise_date: RSUs vested 60% on 11/30/2023, 20% on 11/30/2024, and 20% on 11/30/2025. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 378 | $156.54 | $59,172.12 |
DisclosureSEC source: 0001225208-25-009585 · doc4.xml · nonDerivative · entry 6 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,694 F2 · balance_after: Includes 54 shares of common stock acquired on March 4, 2025, 57 shares of common stock acquired on June 3, 2025, and 49 shares of common stock acquired on September 3, 2025, pursuant to the registrant's Employee Stock Purchase Plan. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 220 | $156.54 | $34,438.80 |
DisclosureSEC source: 0001225208-25-009585 · doc4.xml · nonDerivative · entry 5 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,072 F2 · balance_after: Includes 54 shares of common stock acquired on March 4, 2025, 57 shares of common stock acquired on June 3, 2025, and 49 shares of common stock acquired on September 3, 2025, pursuant to the registrant's Employee Stock Purchase Plan. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Tax withholdingCommon Stock | 148 | $156.54 | $23,167.92 |
DisclosureSEC source: 0001225208-25-009585 · doc4.xml · nonDerivative · entry 4 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,292 F2 · balance_after: Includes 54 shares of common stock acquired on March 4, 2025, 57 shares of common stock acquired on June 3, 2025, and 49 shares of common stock acquired on September 3, 2025, pursuant to the registrant's Employee Stock Purchase Plan. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 611 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009585 · doc4.xml · nonDerivative · entry 3 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,440 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · balance_after: Includes 54 shares of common stock acquired on March 4, 2025, 57 shares of common stock acquired on June 3, 2025, and 49 shares of common stock acquired on September 3, 2025, pursuant to the registrant's Employee Stock Purchase Plan. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009585 · doc4.xml · nonDerivative · entry 2 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,829 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · balance_after: Includes 54 shares of common stock acquired on March 4, 2025, 57 shares of common stock acquired on June 3, 2025, and 49 shares of common stock acquired on September 3, 2025, pursuant to the registrant's Employee Stock Purchase Plan. Read SEC document |
| November 30, 2025 Filed Dec 2, 2025 21:47 UTC | RAYMOND JAMES FINANCIAL INC RJF · Entity 3126 | Exercise / conversionCommon Stock | 1,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-009585 · doc4.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Chief Strategy Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,929 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit (RSU) represents a contingent right to receive, upon vesting of the award: (i) one share of common stock, and (ii) accrued cash in lieu of dividends. F2 · balance_after: Includes 54 shares of common stock acquired on March 4, 2025, 57 shares of common stock acquired on June 3, 2025, and 49 shares of common stock acquired on September 3, 2025, pursuant to the registrant's Employee Stock Purchase Plan. Read SEC document |
| September 15, 2024 Filed Sep 19, 2024 17:22 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.277 | $13.61 | $17.38 |
DisclosureSEC 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. Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 15:23 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.5315 | $11.27 | $17.26 |
DisclosureSEC source: 0001649739-24-000180 · wk-form4_1718724188.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,471.219 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 18:37 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.3192 | $13.00 | $17.15 |
DisclosureSEC source: 0001649739-24-000107 · wk-form4_1710873446.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,469.6875 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 21:19 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | GrantCommon Stock | 925 | $11.70 | $10,822.50 |
DisclosureSEC source: 0001649739-24-000026 · wk-form4_1706217590.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,468.3683 F1 · kind: Restricted stock award granted which will vest on the first anniversary of the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 17:50 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.3831 | $12.32 | $17.04 |
DisclosureSEC source: 0001649739-23-000354 · wk-form4_1703008195.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,543.3683 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| September 15, 2023 Filed Sep 18, 2023 21:51 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.2833 | $13.20 | $16.94 |
DisclosureSEC source: 0001649739-23-000257 · wk-form4_1695073899.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,541.9852 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 19:01 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.1534 | $14.60 | $16.84 |
DisclosureSEC source: 0001649739-23-000179 · wk-form4_1686942105.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,540.7019 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 14:18 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 0.9859 | $17.01 | $16.77 |
DisclosureSEC source: 0001649739-23-000101 · wf-form4_167897631464527.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,539.5485 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| January 26, 2023 Filed Jan 30, 2023 18:35 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | GrantCommon Stock | 925 | $18.30 | $16,927.50 |
DisclosureSEC source: 0001649739-23-000045 · wf-form4_167510371785306.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,538.5626 F1 · kind: Restricted stock award granted which will vest on the first anniversary of the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 20:05 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.0789 | $15.46 | $16.68 |
DisclosureSEC source: 0001649739-22-000383 · wf-form4_167148026412984.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,613.5626 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 15:07 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 0.8978 | $18.50 | $16.61 |
DisclosureSEC source: 0001649739-22-000296 · wf-form4_166360005441732.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,612.4837 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| June 15, 2022 Filed Jun 21, 2022 19:06 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.0423 | $15.85 | $16.52 |
DisclosureSEC source: 0001649739-22-000226 · wf-form4_165583839921430.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,611.5859 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| May 19, 2022 Filed May 20, 2022 21:39 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseCommon Stock | 133 | $16.26 | $2,162.58 |
DisclosureSEC source: 0001649739-22-000175 · wf-form4_165308276115812.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,610.5436 Read SEC document |
| May 09, 2022 Filed May 10, 2022 14:56 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseCommon Stock | 1,000 | $16.50 | $16,499.90 |
DisclosureSEC source: 0001649739-22-000160 · wf-form4_165219455528303.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,477.5436 Read SEC document |
| May 05, 2022 Filed May 6, 2022 17:00 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseCommon Stock | 1,000 | $17.09 | $17,089.70 |
DisclosureSEC source: 0001649739-22-000156 · wf-form4_165185641593166.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Nabil Samir Helal 2021 Gifting Trust Disclosed balance after: 1,000 Read SEC document |
| March 15, 2022 Filed Mar 18, 2022 15:06 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 0.7533 | $21.85 | $16.46 |
DisclosureSEC source: 0001649739-22-000115 · wf-form4_164761595440872.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,477.5436 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| January 27, 2022 Filed Jan 28, 2022 17:57 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | GrantCommon Stock | 925 | $0.00 | $0.00 |
DisclosureSEC source: 0001649739-22-000046 · wf-form4_164339264615768.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,476.7903 F1 · shares: Restricted stock award granted which will vest on the first anniversary of the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 16:46 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseCommon Stock | 0.8803 | $24.40 | $21.48 |
DisclosureSEC source: 0001886423-21-000004 · wf-form4_164019159344794.xml · nonDerivative · entry 1 Helal Tarek · CIK 0001886423 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,551.7903 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.