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 |
|---|---|---|---|---|---|---|
| December 20, 2021 Filed Dec 22, 2021 16:02 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseCommon Stock | 330.3648 | $24.40 | $8,060.90 |
DisclosureSEC source: 0001439853-21-000009 · wf-form4_164018894340639.xml · nonDerivative · entry 1 Berset Mark S · CIK 0001439853 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,917.2548 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.