Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BayFirst Financial Corp.BAFN · Entity 6302 | Director | October 08, 2026 | October 13, 2026 |
| Heritage Insurance Holdings, Inc.HRTG · Entity 2040 | Director | June 10, 2025 | June 12, 2025 |
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 October 08, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 429,718.792 |
Reported balance
After 2026-10-08 transaction · row 1
1 source rowRow 1 · 2026-10-08 · Other · Acquired 214,908 · Balance 429,718.792 F1: Purchase of shares in BayFirst Financial Corp.'s rights offering pursuant to the reporting person's rights, as described in the related Form S-1 Registration Statement (File No. 333-295447). |
| Common StockSEC Table I · non-derivative | IndirectMark S. Berset 2012 Irrevocable Trust U/A Dated 12/13/12 | 32,434.1733 |
Reported balance
After 2026-10-08 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-10-08 · Other · Acquired 16,217 · Balance 32,434.1733 F1: Purchase of shares in BayFirst Financial Corp.'s rights offering pursuant to the reporting person's rights, as described in the related Form S-1 Registration Statement (File No. 333-295447). |
| Common StockSEC Table I · non-derivative | IndirectLinda C. Berset Family Trust | 13,192.1997 |
Reported balance
After 2026-10-08 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2026-10-08 · Other · Acquired 6,596 · Balance 13,192.1997 F1: Purchase of shares in BayFirst Financial Corp.'s rights offering pursuant to the reporting person's rights, as described in the related Form S-1 Registration Statement (File No. 333-295447). |
| Common StockSEC Table I · non-derivative | IndirectLinda Berset Irrevocable Trust | 97,394.368 |
Reported balance
After 2026-10-08 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-10-08 · Other · Acquired 48,697 · Balance 97,394.368 F1: Purchase of shares in BayFirst Financial Corp.'s rights offering pursuant to the reporting person's rights, as described in the related Form S-1 Registration Statement (File No. 333-295447). |
Filing footnotes · ownership attribution and instrument terms
F1: Purchase of shares in BayFirst Financial Corp.'s rights offering pursuant to the reporting person's rights, as described in the related Form S-1 Registration Statement (File No. 333-295447).
Heritage Insurance Holdings, Inc.
Report date June 10, 2025 · Filed June 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 276,469 |
Reported balance
After 2025-06-10 transaction · row 1
1 source rowRow 1 · 2025-06-10 · Grant · Acquired 2,550 · Balance 276,469 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 47,000 |
Reported balance
Holding disclosure · report date 2025-06-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 47,000 F1: These securities are held by the Linda Berset IRA. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 316,400 |
Reported balance
Holding disclosure · report date 2025-06-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 316,400 F2: These securities are held by the Linda Berset Irrevocable Trust. The Reporting Person's spouse is the trustee of the trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 84,909 |
Reported balance
Holding disclosure · report date 2025-06-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 84,909 F3: These securities are held by the Linda C Berset Family Trust. The Reporting Person and his spouse are co-trustees of the trust. The Reporting Person disclaims beneficial ownerhip of these securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reproting Person is the beneficial owner of such seucities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 36,700 |
Reported balance
Holding disclosure · report date 2025-06-10 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 36,700 F4: These securities are held by the Mark Berset 2012 Irrevocable Trust for the benefit of the Reporting Person's children. The Reporting Person is the trustee of the trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are held by the Linda Berset IRA. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
F2: These securities are held by the Linda Berset Irrevocable Trust. The Reporting Person's spouse is the trustee of the trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
F3: These securities are held by the Linda C Berset Family Trust. The Reporting Person and his spouse are co-trustees of the trust. The Reporting Person disclaims beneficial ownerhip of these securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reproting Person is the beneficial owner of such seucities for purposes of Section 16 or for any other purpose.
F4: These securities are held by the Mark Berset 2012 Irrevocable Trust for the benefit of the Reporting Person's children. The Reporting Person is the trustee of the trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
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 |
|---|---|---|---|---|---|---|
| October 08, 2026 Filed Oct 13, 2026 12:05 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 48,697 | $3.50 | $170,439.50 |
DisclosureSEC source: 0001649739-26-000130 · wk-form4_1791893123.xml · nonDerivative · entry 4 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Linda Berset Irrevocable Trust Disclosed balance after: 97,394.368 F1 · kind: Purchase of shares in BayFirst Financial Corp.'s rights offering pursuant to the reporting person's rights, as described in the related Form S-1 Registration Statement (File No. 333-295447). Read SEC document |
| October 08, 2026 Filed Oct 13, 2026 12:05 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 6,596 | $3.50 | $23,086.00 |
DisclosureSEC source: 0001649739-26-000130 · wk-form4_1791893123.xml · nonDerivative · entry 3 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Linda C. Berset Family Trust Disclosed balance after: 13,192.1997 F1 · kind: Purchase of shares in BayFirst Financial Corp.'s rights offering pursuant to the reporting person's rights, as described in the related Form S-1 Registration Statement (File No. 333-295447). Read SEC document |
| October 08, 2026 Filed Oct 13, 2026 12:05 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 16,217 | $3.50 | $56,759.50 |
DisclosureSEC source: 0001649739-26-000130 · wk-form4_1791893123.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: 32,434.1733 F1 · kind: Purchase of shares in BayFirst Financial Corp.'s rights offering pursuant to the reporting person's rights, as described in the related Form S-1 Registration Statement (File No. 333-295447). Read SEC document |
| October 08, 2026 Filed Oct 13, 2026 12:05 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 214,908 | $3.50 | $752,178.00 |
DisclosureSEC source: 0001649739-26-000130 · wk-form4_1791893123.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 429,718.792 F1 · kind: Purchase of shares in BayFirst Financial Corp.'s rights offering pursuant to the reporting person's rights, as described in the related Form S-1 Registration Statement (File No. 333-295447). Read SEC document |
| May 15, 2026 Filed May 18, 2026 18:21 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | Tax withholdingCommon Stock | 99 | $6.49 | $642.51 |
DisclosureSEC source: 0001439853-26-000002 · wk-form4_1779128499.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,810.792 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 |
| June 16, 2025 Filed Jun 18, 2025 17:33 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 3.9754 | $15.02 | $59.71 |
DisclosureSEC source: 0001649739-25-000199 · wk-form4_1750268001.xml · nonDerivative · entry 4 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Linda Berset Irrevocable Trust Disclosed balance after: 48,697.368 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 17:33 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 0.3981 | $15.02 | $5.98 |
DisclosureSEC source: 0001649739-25-000199 · wk-form4_1750268001.xml · nonDerivative · entry 3 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Linda C. Berset Family Trust Disclosed balance after: 6,596.1997 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 17:33 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.4894 | $15.02 | $22.37 |
DisclosureSEC source: 0001649739-25-000199 · wk-form4_1750268001.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: 16,217.1733 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 17:33 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 43.5343 | $15.02 | $653.89 |
DisclosureSEC source: 0001649739-25-000199 · wk-form4_1750268001.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,909.792 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 16:49 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 2,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001598665-25-000049 · wk-form4_1749761349.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,469 Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 13:56 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 591.0659 | $16.20 | $9,575.27 |
DisclosureSEC source: 0001649739-25-000181 · wk-form4_1748959013.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,866.2577 F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan. Read SEC document |
| May 29, 2025 Filed Jun 2, 2025 14:25 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 495.5316 | $16.00 | $7,928.51 |
DisclosureSEC source: 0001649739-25-000172 · wk-form4_1748874295.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,275.1918 F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan. Read SEC document |
| May 20, 2025 Filed May 22, 2025 13:21 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 249.2445 | $16.05 | $4,000.37 |
DisclosureSEC source: 0001649739-25-000164 · wk-form4_1747920107.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,779.6602 F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan. Read SEC document |
| May 15, 2025 Filed May 19, 2025 17:34 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | GrantCommon Stock | 450 | $15.20 | $6,840.00 |
DisclosureSEC source: 0001649739-25-000148 · wk-form4_1747676077.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,530.4157 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 |
| March 17, 2025 Filed Mar 19, 2025 18:11 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 3.0979 | $19.19 | $59.45 |
DisclosureSEC source: 0001649739-25-000096 · wk-form4_1742407889.xml · nonDerivative · entry 4 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Linda Berset Irrevocable Trust Disclosed balance after: 48,693.3926 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 18:11 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 0.3105 | $19.19 | $5.96 |
DisclosureSEC source: 0001649739-25-000096 · wk-form4_1742407889.xml · nonDerivative · entry 3 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Linda C. Berset Family Trust Disclosed balance after: 6,595.8016 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 18:11 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.1608 | $19.19 | $22.28 |
DisclosureSEC source: 0001649739-25-000096 · wk-form4_1742407889.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: 16,215.6839 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 18:11 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 30.8351 | $19.19 | $591.73 |
DisclosureSEC source: 0001649739-25-000096 · wk-form4_1742407889.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,080.4157 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 16:13 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 159.8338 | $18.77 | $3,000.08 |
DisclosureSEC source: 0001649739-25-000062 · wk-form4_1740499998.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,960.2072 F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan. Read SEC document |
| February 21, 2025 Filed Mar 6, 2025 16:56 UTC Amendment | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 159.8338 | $18.77 | $3,000.08 |
DisclosureSEC source: 0001649739-25-000065 · wk-form4a_1741280187.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,049.5806 F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan. F2 · balance_after: This amendment is to correct the holdings as of the filing date. Read SEC document |
| January 23, 2025 Filed Feb 20, 2025 17:10 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | Tax withholdingCommon Stock | 204 | $15.29 | $3,119.16 |
DisclosureSEC 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 |
| December 16, 2024 Filed Dec 18, 2024 14:40 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 0.4353 | $13.60 | $5.92 |
DisclosureSEC 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 | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 4.3471 | $13.60 | $59.12 |
DisclosureSEC 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 | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.6287 | $13.60 | $22.15 |
DisclosureSEC 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 | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 42.3287 | $13.60 | $575.67 |
DisclosureSEC 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 |
| November 06, 2024 Filed Nov 8, 2024 16:33 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 178.5714 | $14.00 | $2,500.00 |
DisclosureSEC 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 |
| September 15, 2024 Filed Sep 19, 2024 17:22 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 4.3182 | $13.61 | $58.77 |
DisclosureSEC source: 0001649739-24-000246 · wk-form4_1726766524.xml · nonDerivative · entry 4 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Linda Berset Irrevocable Trust Disclosed balance after: 48,685.9476 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| September 15, 2024 Filed Sep 19, 2024 17:22 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 0.4328 | $13.61 | $5.89 |
DisclosureSEC source: 0001649739-24-000246 · wk-form4_1726766524.xml · nonDerivative · entry 3 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Linda C. Berset Family Trust Disclosed balance after: 6,595.0558 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| September 15, 2024 Filed Sep 19, 2024 17:22 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.6179 | $13.61 | $22.02 |
DisclosureSEC source: 0001649739-24-000246 · wk-form4_1726766524.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: 16,212.8944 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| September 15, 2024 Filed Sep 19, 2024 17:22 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 41.0059 | $13.61 | $558.09 |
DisclosureSEC source: 0001649739-24-000246 · wk-form4_1726766524.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,783.4733 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| August 22, 2024 Filed Aug 26, 2024 17:40 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 279.8508 | $13.40 | $3,750.00 |
DisclosureSEC source: 0001649739-24-000226 · wk-form4_1724694017.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,742.4674 F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan. Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 15:25 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 5.1784 | $11.27 | $58.36 |
DisclosureSEC source: 0001649739-24-000190 · wk-form4_1718724299.xml · nonDerivative · entry 4 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Linda Berset Irrevocable Trust Disclosed balance after: 48,681.6294 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 15:25 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 0.5191 | $11.27 | $5.85 |
DisclosureSEC source: 0001649739-24-000190 · wk-form4_1718724299.xml · nonDerivative · entry 3 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Linda C. Berset Family Trust Disclosed balance after: 6,594.623 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 15:25 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.9406 | $11.27 | $21.87 |
DisclosureSEC source: 0001649739-24-000190 · wk-form4_1718724299.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: 16,211.2765 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 15:25 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 36.6832 | $11.27 | $413.42 |
DisclosureSEC source: 0001649739-24-000190 · wk-form4_1718724299.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,851.99 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 16:15 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 4,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027268 · wk-form4_1717791336.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 273,919 F1 · shares: These shares were issued as a restricted stock grant to the Reporting Person by the Issuer. The restricted stock shall vest on the earlier of (i) the one-year anniversary of the date of issuance and (ii) the day immediately prior to the date of the following year's annual meeting of the stockholders of the Issuer. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 13:54 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1,491.9011 | $11.73 | $17,500.00 |
DisclosureSEC source: 0001649739-24-000163 · wk-form4_1717509292.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 212,815.3068 F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan. Read SEC document |
| May 17, 2024 Filed May 21, 2024 13:07 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 320 | $12.50 | $4,000.00 |
DisclosureSEC source: 0001649739-24-000149 · wk-form4_1716296827.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,323.4057 F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 18:38 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 4.4615 | $13.00 | $58.00 |
DisclosureSEC source: 0001649739-24-000109 · wk-form4_1710873468.xml · nonDerivative · entry 4 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Linda Berset Irrevocable Trust Disclosed balance after: 48,676.451 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 18:38 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 0.4469 | $13.00 | $5.81 |
DisclosureSEC source: 0001649739-24-000109 · wk-form4_1710873468.xml · nonDerivative · entry 3 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Linda C. Berset Family Trust Disclosed balance after: 6,594.1039 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 18:38 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.6715 | $13.00 | $21.73 |
DisclosureSEC source: 0001649739-24-000109 · wk-form4_1710873468.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: 16,209.3359 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 18:38 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 29.65 | $13.00 | $385.45 |
DisclosureSEC source: 0001649739-24-000109 · wk-form4_1710873468.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,003.4057 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 14:38 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 136.7188 | $12.80 | $1,750.00 |
DisclosureSEC source: 0001649739-24-000074 · wk-form4_1707835093.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 210,973.7557 F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan. Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 21:20 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | GrantCommon Stock | 925 | $11.70 | $10,822.50 |
DisclosureSEC source: 0001649739-24-000029 · wk-form4_1706217629.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 210,837.0369 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 | 4.677 | $12.32 | $57.62 |
DisclosureSEC source: 0001649739-23-000355 · wk-form4_1703008205.xml · nonDerivative · entry 4 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Linda Berset Irrevocable Trust Disclosed balance after: 48,671.9895 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 17:50 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 0.4683 | $12.32 | $5.77 |
DisclosureSEC source: 0001649739-23-000355 · wk-form4_1703008205.xml · nonDerivative · entry 3 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Linda C. Berset Family Trust Disclosed balance after: 6,593.657 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 17:50 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 30.2021 | $12.32 | $372.09 |
DisclosureSEC source: 0001649739-23-000355 · wk-form4_1703008205.xml · nonDerivative · entry 2 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,912.0369 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 17:50 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.7524 | $12.32 | $21.59 |
DisclosureSEC source: 0001649739-23-000355 · wk-form4_1703008205.xml · nonDerivative · entry 1 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: 16,207.6644 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| November 06, 2023 Filed Nov 8, 2023 19:04 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 357.1429 | $10.50 | $3,750.00 |
DisclosureSEC source: 0001649739-23-000319 · wk-form4_1699470283.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,881.8348 F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan. Read SEC document |
| October 18, 2023 Filed Oct 19, 2023 14:49 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseSeries C Cumulative Convertible Preferred Stock · Derivative | 150 | $1,000.00 | $150,000.00 |
DisclosureSEC source: 0001649739-23-000284 · wk-form4_1697726975.xml · derivative · entry 3 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Mark Berset Irrevocable Trust Disclosed balance after: 150 Underlying: Common Stock · Not disclosed shares Expires 2033-10-18 F1 · derivative.exercise_price: Mr. Berset acquired a total of 600 shares of Series C Cumulative Convertible Preferred Stock which were purchased in the name of three different trusts. The Series C Cumulative Convertible Preferred Stock has a liquidation preference of $1,000 per share. The holders of Series C Cumulative Convertible Preferred Stock have the right to convert such shares into shares of common stock at a conversion ratio equal to the quotient of: (i) the $1,000 liquidation preference; divided by (ii) the tangible book value per share of common stock, calculated on the basis of BayFirst Financial Corp. financial statements, as of the last day of the calendar quarter occurring prior to the date on which a holder exercises the conversion right; provided, however, that tangible book value shall be adjusted to reflect a subsequent quarter end only on the last day of the month succeeding such quarter end. F1 · derivative.underlying_shares: Mr. Berset acquired a total of 600 shares of Series C Cumulative Convertible Preferred Stock which were purchased in the name of three different trusts. The Series C Cumulative Convertible Preferred Stock has a liquidation preference of $1,000 per share. The holders of Series C Cumulative Convertible Preferred Stock have the right to convert such shares into shares of common stock at a conversion ratio equal to the quotient of: (i) the $1,000 liquidation preference; divided by (ii) the tangible book value per share of common stock, calculated on the basis of BayFirst Financial Corp. financial statements, as of the last day of the calendar quarter occurring prior to the date on which a holder exercises the conversion right; provided, however, that tangible book value shall be adjusted to reflect a subsequent quarter end only on the last day of the month succeeding such quarter end. 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.