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 18, 2023 Filed Oct 19, 2023 14:49 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseSeries C Cumulative Convertible Preferred Stock · Derivative | 350 | $1,000.00 | $350,000.00 |
DisclosureSEC source: 0001649739-23-000284 · wk-form4_1697726975.xml · derivative · entry 2 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Mark and Linda Berset, JTWROS Disclosed balance after: 350 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 |
| October 18, 2023 Filed Oct 19, 2023 14:49 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseSeries C Cumulative Convertible Preferred Stock · Derivative | 100 | $1,000.00 | $100,000.00 |
DisclosureSEC source: 0001649739-23-000284 · wk-form4_1697726975.xml · derivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Linda Berset Irrevocable Trust Disclosed balance after: 100 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 |
| September 15, 2023 Filed Sep 18, 2023 21:53 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 4.3394 | $13.20 | $57.28 |
DisclosureSEC source: 0001649739-23-000260 · wk-form4_1695073990.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: 48,667.3125 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 21:53 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 0.4349 | $13.20 | $5.74 |
DisclosureSEC source: 0001649739-23-000260 · wk-form4_1695073990.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: 6,593.1887 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 21:53 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.6258 | $13.20 | $21.46 |
DisclosureSEC source: 0001649739-23-000260 · wk-form4_1695073990.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: 16,205.912 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 21:53 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 25.8682 | $13.20 | $341.46 |
DisclosureSEC source: 0001649739-23-000260 · wk-form4_1695073990.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,524.6919 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| August 14, 2023 Filed Aug 15, 2023 16:25 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 175.3033 | $14.26 | $2,499.83 |
DisclosureSEC source: 0001649739-23-000245 · wk-form4_1692116725.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,498.8237 F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan. Read SEC document |
| June 19, 2023 Filed Jun 21, 2023 19:12 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 7,968 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-016181 · doc4.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 267,311 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 stockholders of the Issuer. Read SEC document |
| June 19, 2023 Filed Aug 11, 2023 15:07 UTC Amendment | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 9,662 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-018039 · doc4a.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 269,005 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 stockholders of the Issuer. F2 · shares: This amendment is being filed solely to correct a typographical error in the number of shares of restricted stock awarded. Read SEC document |
| June 16, 2023 Filed Jun 20, 2023 20:15 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 562.2189 | $13.34 | $7,500.00 |
DisclosureSEC source: 0001649739-23-000198 · wk-form4_1687292089.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 209,323.5204 F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 19:00 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 3.9021 | $14.60 | $56.97 |
DisclosureSEC source: 0001649739-23-000176 · wk-form4_1686942028.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: 48,662.9731 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 19:00 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 0.3911 | $14.60 | $5.71 |
DisclosureSEC source: 0001649739-23-000176 · wk-form4_1686942028.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: 6,592.7538 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 19:00 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 298.6849 | $14.60 | $4,360.80 |
DisclosureSEC source: 0001649739-23-000176 · wk-form4_1686942028.xml · nonDerivative · entry 2 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,761.3015 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 19:00 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.4623 | $14.60 | $21.35 |
DisclosureSEC source: 0001649739-23-000176 · wk-form4_1686942028.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: 16,204.2862 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| May 02, 2023 Filed May 3, 2023 15:14 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseCommon Stock | 300 | $14.40 | $4,320.00 |
DisclosureSEC source: 0001649739-23-000145 · wf-form4_168312683073817.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,462.6166 Read SEC document |
| May 02, 2023 Filed Aug 20, 2024 16:57 UTC Amendment | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseCommon Stock | 0 | $14.40 | $0.00 |
DisclosureSEC source: 0001649739-24-000218 · wk-form4a_1724173054.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,462.6166 Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 15:28 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 267.8571 | $14.00 | $3,750.00 |
DisclosureSEC source: 0001649739-23-000129 · wf-form4_168260931099675.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,162.6166 F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 14:17 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 0.3339 | $17.01 | $5.68 |
DisclosureSEC source: 0001649739-23-000098 · wf-form4_167897625567942.xml · nonDerivative · entry 4 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Linda C. Berset Family Trust Disclosed balance after: 6,592.3627 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 14:17 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 3.3333 | $17.01 | $56.70 |
DisclosureSEC source: 0001649739-23-000098 · wf-form4_167897625567942.xml · nonDerivative · entry 3 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Linda Berset Irrevocable Trust Disclosed balance after: 48,659.071 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 14:17 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.2493 | $17.01 | $21.25 |
DisclosureSEC source: 0001649739-23-000098 · wf-form4_167897625567942.xml · nonDerivative · entry 2 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Mark S. Berset 2012 Irrevocable Trust U/A Dated 12/13/12 Disclosed balance after: 16,202.8239 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 14:17 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 383.2593 | $17.01 | $6,519.24 |
DisclosureSEC source: 0001649739-23-000098 · wf-form4_167897625567942.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,894.7595 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 18:34 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | GrantCommon Stock | 925 | $18.30 | $16,927.50 |
DisclosureSEC source: 0001649739-23-000042 · wf-form4_167510366217622.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,511.5002 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 |
| January 25, 2023 Filed Jan 26, 2023 21:31 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 163.9344 | $18.30 | $3,000.00 |
DisclosureSEC source: 0001649739-23-000022 · wf-form4_167476869430871.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,586.5002 F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan. Read SEC document |
| December 30, 2022 Filed Jan 3, 2023 16:02 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherWarrant · Derivative | 5,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001649739-23-000002 · wf-form4_167276171220409.xml · derivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Linda Berset Irrevocable Trust Disclosed balance after: 0 Underlying: Common Stock · 5,210 shares Expires 2022-12-30 F1 · derivative.exercise_price: Each warrant permits its holder to purchase one and one-half shares of common stock at a purchase price of $18.00 per common share. F2 · date: Transaction date is the date of expiry. F1 · price: Each warrant permits its holder to purchase one and one-half shares of common stock at a purchase price of $18.00 per common share. F3 · price: Warrants expired without exercise. F3 · derivative.underlying_shares: Warrants expired without exercise. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 19:59 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 0.3655 | $15.46 | $5.65 |
DisclosureSEC source: 0001649739-22-000380 · wf-form4_167147989901721.xml · nonDerivative · entry 4 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Linda C. Berset Family Trust Disclosed balance after: 6,592.0288 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 19:59 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 3.6488 | $15.46 | $56.41 |
DisclosureSEC source: 0001649739-22-000380 · wf-form4_167147989901721.xml · nonDerivative · entry 3 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Linda Berset Irrevocable Trust Disclosed balance after: 48,655.7377 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 19:59 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.3674 | $15.46 | $21.14 |
DisclosureSEC source: 0001649739-22-000380 · wf-form4_167147989901721.xml · nonDerivative · entry 2 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Mark S. Berset 2012 Irrevocable Trust U/A Dated 12/13/12 Disclosed balance after: 16,201.5746 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| December 15, 2022 Filed Dec 19, 2022 19:59 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 418.6695 | $15.46 | $6,472.63 |
DisclosureSEC source: 0001649739-22-000380 · wf-form4_167147989901721.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,422.5658 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| November 04, 2022 Filed Nov 8, 2022 19:39 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 208.9552 | $16.75 | $3,500.00 |
DisclosureSEC source: 0001649739-22-000342 · wf-form4_166793632743915.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,003.8963 F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 15:06 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 0.3043 | $18.50 | $5.63 |
DisclosureSEC source: 0001649739-22-000293 · wf-form4_166359999283372.xml · nonDerivative · entry 4 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Linda C. Berset Family Trust Disclosed balance after: 6,591.6633 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 15:06 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 3.0357 | $18.50 | $56.16 |
DisclosureSEC source: 0001649739-22-000293 · wf-form4_166359999283372.xml · nonDerivative · entry 3 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Linda Berset Irrevocable Trust Disclosed balance after: 48,652.0889 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 15:06 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.1378 | $18.50 | $21.05 |
DisclosureSEC source: 0001649739-22-000293 · wf-form4_166359999283372.xml · nonDerivative · entry 2 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Mark S. Berset 2012 Irrevocable Trust U/A Dated 12/13/12 Disclosed balance after: 16,200.2072 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 15:06 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 347.466 | $18.50 | $6,428.12 |
DisclosureSEC source: 0001649739-22-000293 · wf-form4_166359999283372.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,794.9411 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| July 21, 2022 Filed Jul 26, 2022 11:46 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 585.4897 | $18.36 | $10,749.59 |
DisclosureSEC source: 0001649739-22-000255 · wf-form4_165883599329500.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,447.4751 F1 · kind: Shares were purchased within the Issuer's Non-Qualified Stock Purchase Plan. Read SEC document |
| June 23, 2022 Filed Jun 27, 2022 13:21 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 12,422 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-024166 · doc4.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,343 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 grant date and (ii) the day immediately prior to the date of the annual meeting of the stockholders of the issuer that next follows the grant date. Read SEC document |
| June 15, 2022 Filed Jun 21, 2022 19:05 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 0.3533 | $15.85 | $5.60 |
DisclosureSEC source: 0001649739-22-000223 · wf-form4_165583834422632.xml · nonDerivative · entry 4 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Linda C. Berset Family Trust Disclosed balance after: 6,591.359 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 19:05 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 3.5256 | $15.85 | $55.88 |
DisclosureSEC source: 0001649739-22-000223 · wf-form4_165583834422632.xml · nonDerivative · entry 3 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Linda Berset Irrevocable Trust Disclosed balance after: 48,649.0532 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 19:05 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 1.3211 | $15.85 | $20.94 |
DisclosureSEC source: 0001649739-22-000223 · wf-form4_165583834422632.xml · nonDerivative · entry 2 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Mark S. Berset 2012 Irrevocable Trust U/A Dated 12/13/12 Disclosed balance after: 16,199.0694 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 19:05 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 400.5823 | $15.85 | $6,349.23 |
DisclosureSEC source: 0001649739-22-000223 · wf-form4_165583834422632.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,861.9854 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| May 25, 2022 Filed May 27, 2022 16:40 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseCommon Stock | 185.1852 | $16.20 | $3,000.00 |
DisclosureSEC source: 0001649739-22-000193 · wf-form4_165366960759800.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,461.4031 Read SEC document |
| March 15, 2022 Filed Mar 18, 2022 15:04 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 2.5483 | $21.45 | $54.66 |
DisclosureSEC source: 0001649739-22-000110 · wf-form4_164761586549024.xml · nonDerivative · entry 4 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Linda Berset Irrevocable Trust Disclosed balance after: 48,645.5276 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 15, 2022 Filed Mar 18, 2022 15:04 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 0.9547 | $21.85 | $20.86 |
DisclosureSEC source: 0001649739-22-000110 · wf-form4_164761586549024.xml · nonDerivative · entry 3 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Mark S. Berset 2012 Irrevocable Trust U/A Dated 12/13/12 Disclosed balance after: 16,197.7483 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 15, 2022 Filed Mar 18, 2022 15:04 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 0.2554 | $21.85 | $5.58 |
DisclosureSEC source: 0001649739-22-000110 · wf-form4_164761586549024.xml · nonDerivative · entry 2 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Linda C. Berset Family Trust Disclosed balance after: 6,591.0057 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 15, 2022 Filed Mar 18, 2022 15:04 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 288.8467 | $21.85 | $6,311.30 |
DisclosureSEC source: 0001649739-22-000110 · wf-form4_164761586549024.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,276.2179 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| February 23, 2022 Filed Mar 2, 2022 18:53 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | GrantCommon Stock | 145.1164 | $22.63 | $3,283.39 |
DisclosureSEC source: 0001649739-22-000079 · wf-form4_164624720090475.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,987.3712 Read SEC document |
| January 27, 2022 Filed Jan 28, 2022 17:55 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | GrantCommon Stock | 925 | $0.00 | $0.00 |
DisclosureSEC source: 0001649739-22-000038 · wf-form4_164339249877468.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,842.2548 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 |
| January 01, 2022 Filed Jan 21, 2022 15:08 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 2,721 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-002853 · doc4.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,921 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 date of the annual meeting of the stockholders of the issuer that next follows the grant date. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 16:02 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseCommon Stock | 16.1336 | $24.40 | $393.66 |
DisclosureSEC source: 0001439853-21-000009 · wf-form4_164018894340639.xml · nonDerivative · entry 4 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Mark S. Berset 2012 Irrevocable Trust U/A Dated 12/13/12 Disclosed balance after: 16,196.7936 Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 16:02 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseCommon Stock | 60.1193 | $24.40 | $1,466.91 |
DisclosureSEC source: 0001439853-21-000009 · wf-form4_164018894340639.xml · nonDerivative · entry 3 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Linda Berset Irrevocable Trust Disclosed balance after: 48,642.9793 Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 16:02 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseCommon Stock | 14.7803 | $24.40 | $360.64 |
DisclosureSEC source: 0001439853-21-000009 · wf-form4_164018894340639.xml · nonDerivative · entry 2 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Linda C. Berset Family Trust Disclosed balance after: 6,590.7503 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.