| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Heritage Insurance Holdings, Inc. | Director | Common Stock | 276,469 | $7,179,899 | $25.97 | 10 Jun 2025 | Direct |
| BayFirst Financial Corp. | Director | Common Stock | 214,910 | $3,227,945 | $15.02 | 16 Jun 2025 | Direct |
| Heritage Insurance Holdings, Inc. | Director | Common Stock | 47,000 | $1,220,590 | $25.97 | 10 Jun 2025 | By IRA |
| Heritage Insurance Holdings, Inc. | Director | Common Stock | 36,700 | $953,099 | $25.97 | 10 Jun 2025 | By Trust |
| BayFirst Financial Corp. | Director | Common Stock | 48,697 | $731,434 | $15.02 | 16 Jun 2025 | Linda Berset Irrevocable Trust |
| BayFirst Financial Corp. | Director | Common Stock | 16,217 | $243,581 | $15.02 | 16 Jun 2025 | Mark S. Berset 2012 Irrevocable Trust U/A Dated 12/13/12 |
| BayFirst Financial Corp. | Director | Common Stock | 6,596 | $99,074 | $15.02 | 16 Jun 2025 | Linda C. Berset Family Trust |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| BAFN | BayFirst Financial Corp. | 16 Jun 2025 | 4 | +$742 | 4 | Director | 18 Jun 2025, 13:33 |
| HRTG | Heritage Insurance Holdings, Inc. | 10 Jun 2025 | 1 | $0 | 4 | Director | 12 Jun 2025, 16:49 |
| BAFN | BayFirst Financial Corp. | 30 May 2025 | 1 | +$9,575 | 4 | Director | 03 Jun 2025, 09:56 |
| BAFN | BayFirst Financial Corp. | 29 May 2025 | 1 | +$7,929 | 4 | Director | 02 Jun 2025, 10:25 |
| BAFN | BayFirst Financial Corp. | 20 May 2025 | 1 | +$4,000 | 4 | Director | 22 May 2025, 09:21 |
| BAFN | BayFirst Financial Corp. | 15 May 2025 | 1 | +$6,840 | 4 | Director | 19 May 2025, 13:34 |
| BAFN | BayFirst Financial Corp. | 17 Mar 2025 | 4 | +$679 | 4 | Director | 19 Mar 2025, 14:11 |
| BAFN | BayFirst Financial Corp. | 21 Feb 2025 | 1 | +$3,000 | 4/A | Director | 06 Mar 2025, 11:56 |
| BAFN | BayFirst Financial Corp. | 23 Jan 2025 | 1 | -$3,119 | 4 | Director | 20 Feb 2025, 12:10 |
| BAFN | BayFirst Financial Corp. | 16 Dec 2024 | 4 | +$663 | 4 | Director | 18 Dec 2024, 09:40 |
| BAFN | BayFirst Financial Corp. | 06 Nov 2024 | 1 | +$2,500 | 4 | Director | 08 Nov 2024, 11:33 |
| BAFN | BayFirst Financial Corp. | 15 Sep 2024 | 4 | +$645 | 4 | Director | 19 Sep 2024, 13:22 |
| BAFN | BayFirst Financial Corp. | 22 Aug 2024 | 1 | +$3,750 | 4 | Director | 26 Aug 2024, 13:40 |
| BAFN | BayFirst Financial Corp. | 15 Jun 2024 | 4 | +$500 | 4 | Director | 18 Jun 2024, 11:25 |
| HRTG | Heritage Insurance Holdings, Inc. | 05 Jun 2024 | 1 | $0 | 4 | Director | 07 Jun 2024, 16:15 |
| BAFN | BayFirst Financial Corp. | 31 May 2024 | 1 | +$17,500 | 4 | Director | 04 Jun 2024, 09:54 |
| BAFN | BayFirst Financial Corp. | 17 May 2024 | 1 | +$4,000 | 4 | Director | 21 May 2024, 09:07 |
| BAFN | BayFirst Financial Corp. | 15 Mar 2024 | 4 | +$471 | 4 | Director | 19 Mar 2024, 14:38 |
| BAFN | BayFirst Financial Corp. | 09 Feb 2024 | 1 | +$1,750 | 4 | Director | 13 Feb 2024, 09:38 |
| BAFN | BayFirst Financial Corp. | 23 Jan 2024 | 1 | +$10,822 | 4 | Director | 25 Jan 2024, 16:20 |
| BAFN | BayFirst Financial Corp. | 15 Dec 2023 | 4 | +$457 | 4 | Director | 19 Dec 2023, 12:50 |
| BAFN | BayFirst Financial Corp. | 06 Nov 2023 | 1 | +$3,750 | 4 | Director | 08 Nov 2023, 14:04 |
| BAFN | BayFirst Financial Corp. | 18 Oct 2023 | 3 | +$600,000 | 4 | Director | 19 Oct 2023, 10:49 |
| BAFN | BayFirst Financial Corp. | 15 Sep 2023 | 4 | +$426 | 4 | Director | 18 Sep 2023, 17:53 |
| BAFN | BayFirst Financial Corp. | 14 Aug 2023 | 1 | +$2,500 | 4 | Director | 15 Aug 2023, 12:25 |
| HRTG | Heritage Insurance Holdings, Inc. | 19 Jun 2023 | 1 | $0 | 4/A | Director | 11 Aug 2023, 15:07 |
| BAFN | BayFirst Financial Corp. | 16 Jun 2023 | 1 | +$7,500 | 4 | Director | 20 Jun 2023, 16:15 |
| BAFN | BayFirst Financial Corp. | 15 Jun 2023 | 4 | +$4,445 | 4 | Director | 16 Jun 2023, 15:00 |
| BAFN | BayFirst Financial Corp. | 02 May 2023 | 1 | $0 | 4/A | Director | 20 Aug 2024, 12:57 |
| BAFN | BayFirst Financial Corp. | 02 May 2023 | 1 | +$4,320 | 4 | Director | 03 May 2023, 11:14 |
| BAFN | BayFirst Financial Corp. | 25 Apr 2023 | 1 | +$3,750 | 4 | Director | 27 Apr 2023, 11:28 |
| BAFN | BayFirst Financial Corp. | 15 Mar 2023 | 4 | +$6,603 | 4 | Director | 16 Mar 2023, 10:17 |
| BAFN | BayFirst Financial Corp. | 26 Jan 2023 | 1 | +$16,928 | 4 | Director | 30 Jan 2023, 12:34 |
| BAFN | BayFirst Financial Corp. | 25 Jan 2023 | 1 | +$3,000 | 4 | Director | 26 Jan 2023, 15:31 |
| BAFN | BayFirst Financial Corp. | 30 Dec 2022 | 1 | $0 | 4 | Director | 03 Jan 2023, 10:02 |
| BAFN | BayFirst Financial Corp. | 15 Dec 2022 | 4 | +$6,556 | 4 | Director | 19 Dec 2022, 13:59 |
| BAFN | BayFirst Financial Corp. | 04 Nov 2022 | 1 | +$3,500 | 4 | Director | 08 Nov 2022, 13:39 |
| BAFN | BayFirst Financial Corp. | 15 Sep 2022 | 4 | +$6,511 | 4 | Director | 19 Sep 2022, 11:06 |
| BAFN | BayFirst Financial Corp. | 21 Jul 2022 | 1 | +$10,750 | 4 | Director | 26 Jul 2022, 07:46 |
| HRTG | Heritage Insurance Holdings, Inc. | 23 Jun 2022 | 1 | $0 | 4 | Director | 27 Jun 2022, 13:21 |
| BAFN | BayFirst Financial Corp. | 15 Jun 2022 | 4 | +$6,432 | 4 | Director | 21 Jun 2022, 15:05 |
| BAFN | BayFirst Financial Corp. | 25 May 2022 | 1 | +$3,000 | 4 | Director | 27 May 2022, 12:40 |
| BAFN | BayFirst Financial Corp. | 15 Mar 2022 | 4 | +$6,392 | 4 | Director | 18 Mar 2022, 11:04 |
| BAFN | BayFirst Financial Corp. | 23 Feb 2022 | 1 | +$3,283 | 4 | Director | 02 Mar 2022, 12:53 |
| BAFN | BayFirst Financial Corp. | 27 Jan 2022 | 1 | $0 | 4 | Director | 28 Jan 2022, 11:55 |
| HRTG | Heritage Insurance Holdings, Inc. | 01 Jan 2022 | 1 | $0 | 4 | Director | 21 Jan 2022, 14:08 |
| BAFN | BayFirst Financial Corp. | 20 Dec 2021 | 4 | +$10,282 | 4 | Director | 22 Dec 2021, 10:02 |
| BAFN | BayFirst Financial Corp. | 15 Nov 2021 | 0 | $0 | 3 | Director | 15 Nov 2021, 08:42 |