Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BayFirst Financial Corp.BAFN · Entity 6302 | Director | February 19, 2026 | May 18, 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 February 19, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,825.2336 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Tax withholding · Disposed 138 · Balance 36,825.2336 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 0 |
Reported balance
After 2026-02-19 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-02-19 · Other · Disposed 0.2168 · Balance 0 F2: Shares held by the BayFirst Natioanl Bank Employee Stock Ownership Plan ("ESOP") and allocated to the Reporting Person's account were distribute to the employee and fractional shares were sold as part of the termination of the ESOP. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Shares held by the BayFirst Natioanl Bank Employee Stock Ownership Plan ("ESOP") and allocated to the Reporting Person's account were distribute to the employee and fractional shares were sold as part of the termination of the ESOP.
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 |
|---|---|---|---|---|---|---|
| March 15, 2022 Filed Mar 18, 2022 15:03 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | OtherCommon Stock | 80.6247 | $21.85 | $1,761.65 |
DisclosureSEC source: 0001649739-22-000106 · wf-form4_164761579393288.xml · nonDerivative · entry 1 LEO ANTHONY N · CIK 0001224266 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,496.1831 F1 · kind: Shares were purchased with reinvested dividends within the Issuer's Dividend Reinvestment Plan. Read SEC document |
| March 07, 2022 Filed Mar 16, 2022 16:22 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | Exercise / conversionOption (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $14.67 | $0.00 |
DisclosureSEC source: 0001224266-22-000004 · wf-form4_164744771328947.xml · derivative · entry 3 LEO ANTHONY N · CIK 0001224266 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,000 Underlying: Common Stock · 1,000 shares Expires 2029-03-15 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. F2 · kind: These options vest in five equal annual installments beginning one year after the 3/15/2019 date of grant. In addition, all unvested Restricted Shares will automatically vest in full immediately upon attainment of Normal Retirement Age. Normal Retirement Age shall be 62. F2 · derivative.exercise_date: These options vest in five equal annual installments beginning one year after the 3/15/2019 date of grant. In addition, all unvested Restricted Shares will automatically vest in full immediately upon attainment of Normal Retirement Age. Normal Retirement Age shall be 62. Read SEC document |
| March 07, 2022 Filed Mar 16, 2022 16:22 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | Tax withholdingCommon Stock | 598.7755 | $24.50 | $14,670.00 |
DisclosureSEC source: 0001224266-22-000004 · wf-form4_164744771328947.xml · nonDerivative · entry 2 LEO ANTHONY N · CIK 0001224266 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,415.5584 F1 · kind: On March 7, 2022, the reporting person exercised, by net exercise, a previously issued stock option to purchase 1,000 shares of Common Stock of the Issuer. The reporting person paid the exercise price on a cashless basis, resulting in the Issuer withholding 598.7755 shares of Common Stock for payment of the exercise price, based on the closing price of the Common Stock on March 7, 2022 of $24.50, and issuing to the reporting person the remaining 401.2245 shares of Common Stock. Read SEC document |
| March 07, 2022 Filed Mar 16, 2022 16:22 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | Exercise / conversionCommon Stock | 1,000 | $14.67 | $14,670.00 |
DisclosureSEC source: 0001224266-22-000004 · wf-form4_164744771328947.xml · nonDerivative · entry 1 LEO ANTHONY N · CIK 0001224266 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,014.3339 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 · kind: On March 7, 2022, the reporting person exercised, by net exercise, a previously issued stock option to purchase 1,000 shares of Common Stock of the Issuer. The reporting person paid the exercise price on a cashless basis, resulting in the Issuer withholding 598.7755 shares of Common Stock for payment of the exercise price, based on the closing price of the Common Stock on March 7, 2022 of $24.50, and issuing to the reporting person the remaining 401.2245 shares of Common Stock. Read SEC document |
| February 23, 2022 Filed Mar 2, 2022 19:00 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | GrantCommon Stock | 80.6394 | $20.36 | $1,642.08 |
DisclosureSEC source: 0001649739-22-000086 · wf-form4_164624760838660.xml · nonDerivative · entry 1 LEO ANTHONY N · CIK 0001224266 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,014.3339 Read SEC document |
| February 01, 2022 Filed Feb 1, 2022 16:55 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseCommon Stock | 40 | $21.94 | $877.60 |
DisclosureSEC source: 0001224266-22-000002 · wf-form4_164373453989892.xml · nonDerivative · entry 5 LEO ANTHONY N · CIK 0001224266 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,137.6945 Read SEC document |
| February 01, 2022 Filed Feb 1, 2022 16:55 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseCommon Stock | 10 | $21.95 | $219.50 |
DisclosureSEC source: 0001224266-22-000002 · wf-form4_164373453989892.xml · nonDerivative · entry 4 LEO ANTHONY N · CIK 0001224266 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,097.6945 Read SEC document |
| February 01, 2022 Filed Feb 1, 2022 16:55 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseCommon Stock | 100 | $21.75 | $2,175.00 |
DisclosureSEC source: 0001224266-22-000002 · wf-form4_164373453989892.xml · nonDerivative · entry 3 LEO ANTHONY N · CIK 0001224266 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,087.6945 Read SEC document |
| January 31, 2022 Filed Feb 1, 2022 16:55 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | Tax withholdingCommon Stock | 204 | $21.45 | $4,375.80 |
DisclosureSEC source: 0001224266-22-000002 · wf-form4_164373453989892.xml · nonDerivative · entry 6 LEO ANTHONY N · CIK 0001224266 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,933.6945 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its tax withholding and remittance obligations in connection with the net settlement of restricted stock awards (RSAs) and does not represent a sale by the Reporting Person. Read SEC document |
| January 31, 2022 Filed Feb 1, 2022 16:55 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseCommon Stock | 10 | $21.90 | $219.00 |
DisclosureSEC source: 0001224266-22-000002 · wf-form4_164373453989892.xml · nonDerivative · entry 2 LEO ANTHONY N · CIK 0001224266 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,987.6945 Read SEC document |
| January 31, 2022 Filed Feb 1, 2022 16:55 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseCommon Stock | 90 | $21.99 | $1,979.10 |
DisclosureSEC source: 0001224266-22-000002 · wf-form4_164373453989892.xml · nonDerivative · entry 1 LEO ANTHONY N · CIK 0001224266 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,977.6945 Read SEC document |
| January 27, 2022 Filed Jan 28, 2022 17:53 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | GrantCommon Stock | 3,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001649739-22-000032 · wf-form4_164339237335819.xml · nonDerivative · entry 1 LEO ANTHONY N · CIK 0001224266 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,887.6945 F1 · shares: Restricted stock awards granted will vest in five equal annual installments beginning one year after the date of grant. In addition, all unvested Restricted Shares will automatically vest in full immediately upon attainment of Normal Retirement Age. Normal Retirement Age shall be 62. Read SEC document |
| December 31, 2021 Filed Mar 31, 2022 15:32 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | GrantCommon Stock | 137.2262 | $0.00 | $0.00 |
DisclosureSEC source: 0001649739-22-000129 · wf-form4_164874071446383.xml · nonDerivative · entry 1 LEO ANTHONY N · CIK 0001224266 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · by ESOP Disclosed balance after: 1,279.2178 F1 · balance_after: Shares held by the First Home Bank Employee Stock Ownership Plan ("ESOP") and allocated to the Reporting Person's account. The shares vest based on your Year of Vesting Service (generally a year in which the Reporting Person works at least 1,000 hours). The shares will become fully vested upon your attainment of Normal Retirement Age of 65. Read SEC document |
| December 20, 2021 Filed Dec 22, 2021 17:08 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseCommon Stock | 60.9545 | $24.40 | $1,487.29 |
DisclosureSEC source: 0001224266-21-000011 · wf-form4_164019288428711.xml · nonDerivative · entry 1 LEO ANTHONY N · CIK 0001224266 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,537.6945 Read SEC document |
| December 03, 2021 Filed Dec 6, 2021 18:00 UTC | BayFirst Financial Corp. BAFN · Entity 6302 | PurchaseCommon Stock | 225 | $23.00 | $5,175.00 |
DisclosureSEC source: 0001224266-21-000010 · wf-form4_163881363082770.xml · nonDerivative · entry 1 LEO ANTHONY N · CIK 0001224266 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,476.74 Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 19:52 UTC Amendment | BayFirst Financial Corp. FHBI · Entity 6302 | PurchaseCommon Stock | 100 | $25.00 | $2,500.00 |
DisclosureSEC source: 0001224266-21-000008 · wf-form4a_163769712950343.xml · nonDerivative · entry 1 LEO ANTHONY N · CIK 0001224266 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,251.74 Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 13:04 UTC | BayFirst Financial Corp. FHBI · Entity 6302 | PurchaseCommon Stock | 100 | $25.00 | $2,500.00 |
DisclosureSEC source: 0001224266-21-000006 · wf-form4_163767266758436.xml · nonDerivative · entry 1 LEO ANTHONY N · CIK 0001224266 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,351.74 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.