Filer Snapshot

Kenneth R. Lehman

CIK 0001170549. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

17

Latest filing

16 Jul 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for BAFN. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

Populates from the latest parsed 13F information table.

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13D/G large stake

BAFN

14 Jul 2026 · 42% ownership

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Source: SEC Schedule 13D/G

SCHEDULE 13D filed on 16 Jul 2026 for CIK 0001170549.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

Forms 3/4/5 positions$488.79M

Reporting-owner positions with enough filing detail to estimate value.

Forms 3/4/5 position value

3/4/5
$488.79M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

BFST BRBS AFBI

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

BRBS BAFN

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

BHRB EGBN SMBK
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
122 N Gordon Road, Ft Lauderdale, FL, 33301

Filer intelligence

What SEC filings say about Kenneth R. Lehman

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • 5 recent 13D/G stake rows found; top row is BAFN at 42% ownership.
  • Forms 3/4/5 show insider context for BFST worth $405.96M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 5 rows

Officer, director, and 10% owner holdings or transactions.

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13D/G large-stake context

BAFN

14 Jul 2026 · Common Stock

42%
Issuer page 13D/G history

BHRB

01 May 2026 · Common Stock, par value $0.50 per share

5.8%
Issuer page 13D/G history

SMBK

31 Dec 2025 · common stock

4.2%
Issuer page 13D/G history

EGBN

27 Jun 2025 · Common Stock

5.1%
Issuer page 13D/G history

Forms 3/4/5 insider context

BFST

28 Jun 2024 · 10% owner

$405.96M
Issuer page Owner page

BRBS

28 Jun 2024 · 10% owner

$70.99M
Issuer page Owner page

AFBI

10 Apr 2023 · 10% owner

$11.83M
Issuer page Owner page

LNKB

01 May 2026 · 10% owner

$0
Issuer page Owner page

Latest update

What changed recently for Kenneth R. Lehman

New filing available

Latest Schedule 13D/G period: 14 Jul 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

16 Jul 2026

Page type

Filer profile

Latest period

14 Jul 2026

Schedule 13D/G context is visible from filings filed on 16 Jul 2026.

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SEC filing record

CIK 0001170549 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
17
First seen
09 Jul 2021
Latest filing
16 Jul 2026
Entity
Individual

Observed form types

3 4 SCHEDULE 13D SCHEDULE 13D/A SCHEDULE 13G SCHEDULE 13G/A

CIK-linked evidence first

Kenneth R. Lehman SEC filings Kenneth R. Lehman 13D/G history Kenneth R. Lehman owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 17 SEC filings for Kenneth R. Lehman.

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SCHEDULE 13D

SCHEDULE 13D filing

Filing date
16 Jul 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
04 May 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Jan 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13G

SCHEDULE 13G filing

Filing date
27 Jun 2025
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
18 Apr 2025
Reporting date
Not listed
SEC evidence
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4

4 filing

Filing date
01 Dec 2023
Reporting date
30 Nov 2023
SEC evidence
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4

4 filing

Filing date
13 Apr 2023
Reporting date
10 Apr 2023
SEC evidence
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4

4 filing

Filing date
06 Apr 2023
Reporting date
04 Apr 2023
SEC evidence
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4

4 filing

Filing date
22 Mar 2023
Reporting date
17 Mar 2023
SEC evidence
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4

4 filing

Filing date
02 Dec 2021
Reporting date
24 Nov 2021
SEC evidence
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4

4 filing

Filing date
12 Oct 2021
Reporting date
30 Aug 2021
SEC evidence
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4

4 filing

Filing date
24 Aug 2021
Reporting date
06 Aug 2021
SEC evidence
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