Comparable stake leader
Kenneth R. Lehman
SEC ownership of BayFirst Financial Corp.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001649739.
Disclosed value leader
Kenneth R. Lehman
Comparable rows
32/38
Latest evidence
14 Jul 2026
- Public ticker
- BAFN on Nasdaq
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Kenneth R. Lehman
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
32 of 38
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Kenneth R. Lehman
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
14 Jul 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001649739
- Issuer location
- St Petersburg, FL
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of BayFirst Financial Corp. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Kenneth R. Lehman
Disclosed value leader
Kenneth R. Lehman
Comparable rows
32/38
Latest evidence
14 Jul 2026
13D/G
3/4/5
13F
Lead comparable stake: 42%
6 rows are not safely comparable across share classes.
13D/G row: Kenneth R. Lehman
Showing 1-8 of 38 holder rows.
Quick read
Kenneth R. Lehman leads the comparable SEC ownership view at 42%.
32 of 38 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Kenneth R. Lehman's linked filing trail.
Comparable ownership
Top 5
Kenneth R. Lehman
42%
INTERPLUS RE Ltd
5.4%
Mark S. Berset
1.1%
Derek Steven Berset
0.26%
Anthony Saravanos
0.21%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 38 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Kenneth R. Lehman |
13D/G
LEHMAN KENNETH R
|
42%
|
$56,005,000
11,500,000 shares
|
$0 | 14 Jul 2026 |
| INTERPLUS RE Ltd |
13D/G
|
5.4%
|
$1,786,400
220,000 shares
|
$0 | 12 May 2026 |
| Mark S. Berset |
3/4/5
Director
|
1.1%
|
$1,818,140
286,322 shares
|
— | 15 May 2026 |
| Derek Steven Berset |
3/4/5
Director
|
0.26%
|
$445,980
70,233 shares
|
— | 15 May 2026 |
| Anthony Saravanos |
3/4/5
Director
|
0.21%
|
$362,091
57,022 shares
|
— | 15 May 2026 |
| Christos Politis |
3/4/5
Director
|
0.16%
|
$276,936
43,612 shares
|
— | 15 May 2026 |
| Anthony N. Leo |
3/4/5
Director
|
0.14%
|
$233,840
36,825 shares
|
— | 19 Feb 2026 |
| Dennis Reppard Deloach III |
3/4/5
Director
|
0.13%
|
$226,946
35,740 shares
|
— | 15 May 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 26 Jul 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 21 reporting-owner rows connected to BayFirst Financial Corp.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
21
Largest Forms 3/4/5 holder
Mark S. Berset
Net 12M change
$0
Latest report
15 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Mark S. Berset | Director | $1,818,140 | Mixed | 15 May 2026 | ||
| George Apostolou | Director | $1,019,883 | Mixed | 12 Dec 2022 | ||
| Harold Jack Winner | Director | $605,889 | Mixed | 24 Jan 2023 | ||
| Derek Steven Berset | Director | $445,980 | Mixed | 15 May 2026 | ||
| Anthony Saravanos | Director | $362,091 | Mixed | 15 May 2026 | ||
| Tarek Helal | Director | $333,071 | Mixed | 15 Sep 2024 | ||
| Christos Politis | Director | $276,936 | Mixed | 15 May 2026 | ||
| Anthony N. Leo | Director | $233,840 | Mixed | 19 Feb 2026 | ||
| Dennis Reppard Deloach III | Director | $226,946 | Mixed | 15 May 2026 | ||
| Bradly William Spoor | Director | $157,998 | Mixed | 15 May 2026 | ||
| Thomas Gerard Zernick | Director | $129,937 | Mixed | 19 Feb 2026 | ||
| Robin Leigh Oliver | President, COO, Director | $76,779 | Mixed | 19 Feb 2026 | ||
| Matthew Mann Luckey | Executive Vice President | $76,649 | Mixed | 09 Dec 2022 | ||
| Brandi Nicole Jaber | Executive Vice President | $57,873 | Mixed | 27 Jan 2023 | ||
| Alexander Octavius Harris | Director | $42,274 | Mixed | 15 May 2026 | ||
| Sheryl WuDunn | Director | $39,605 | Mixed | 15 May 2026 | ||
| Barbara J. Zipperian | Director | $31,655 | Mixed | 15 May 2026 | ||
| Scott Joseph McKim | EVP, Chief Financial Officer | $20,813 | Mixed | 19 Feb 2026 | ||
| Rhonda S. Tudor | SVP, Chief Accounting Officer | $1,747 | Mixed | 05 Feb 2026 | ||
| Trifon Houvardas | Director | Mixed | 04 Mar 2022 |
Recent insider transactions for BayFirst Financial Corp.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Anthony N. Leo | BAFN | Common Stock | Tax liability | -0.37% | -138 | 36,825 | 15 May 2026 | Direct | ||
| Barbara J. Zipperian | BAFN | Common Stock | Tax liability | -1.95% | -99 | 4,985 | 15 May 2026 | Direct | ||
| Derek Steven Berset | BAFN | Common Stock | Tax liability | -0.14% | -99 | 70,233 | 15 May 2026 | Direct | ||
| Bradly William Spoor | BAFN | Common Stock | Tax liability | -3.24% | -99 | 2,954 | 15 May 2026 | Direct | ||
| Christos Politis | BAFN | Common Stock | Tax liability | -0.23% | -99 | 43,612 | 15 May 2026 | Direct | ||
| Mark S. Berset | BAFN | Common Stock | Tax liability | -0.05% | -99 | 214,811 | 15 May 2026 | Direct | ||
| Dennis Reppard Deloach III | BAFN | Common Stock | Tax liability | -0.28% | -99 | 35,740 | 15 May 2026 | Direct | ||
| Alexander Octavius Harris | BAFN | Common Stock | Tax liability | -1.47% | -99 | 6,657 | 15 May 2026 | Direct | ||
| Sheryl WuDunn | BAFN | Common Stock | Tax liability | -1.56% | -99 | 6,237 | 15 May 2026 | Direct | ||
| Anthony Saravanos | BAFN | Common Stock | Tax liability | -0.24% | -138 | 57,022 | 15 May 2026 | Direct | ||
| Scott Joseph McKim | BAFN | Common Stock | Other | 1.4% | 45.37 | 3,278 | 07 May 2026 | Direct | ||
| Thomas Gerard Zernick | BAFN | Common Stock | Other | 1.12% | 227 | 20,463 | 07 May 2026 | Direct | ||
| Robin Leigh Oliver | BAFN | Common Stock | Other | 0.38% | 45.37 | 12,091 | 07 May 2026 | Direct | ||
| Anthony N. Leo | BAFN | Common Stock | Other | -100% | -0.22 | 0 | 19 Feb 2026 | By ESOP | ||
| Scott Joseph McKim | BAFN | Common Stock | Other | -100% | -0.83 | 0 | 19 Feb 2026 | By ESOP | ||
| Thomas Gerard Zernick | BAFN | Common Stock | Other | -100% | -0.22 | 0 | 19 Feb 2026 | By ESOP | ||
| Robin Leigh Oliver | BAFN | Common Stock | Other | -100% | -0.17 | 0 | 19 Feb 2026 | By ESOP | ||
| Rhonda S. Tudor | BAFN | Common Stock | Other | 1.1% | 16.61 | 1,531 | 05 Feb 2026 | Direct | ||
| Thomas Gerard Zernick | BAFN | Common Stock | Other | 1.3% | 249 | 19,455 | 05 Feb 2026 | Direct | ||
| Scott Joseph McKim | BAFN | Common Stock | Other | 1.53% | 49.83 | 3,306 | 05 Feb 2026 | Direct | ||
| Robin Leigh Oliver | BAFN | Common Stock | Other | 0.43% | 49.83 | 11,587 | 05 Feb 2026 | Direct | ||
| Thomas Gerard Zernick | BAFN | Common Stock | Tax liability | -4.57% | -890 | 18,565 | 03 Feb 2026 | Direct | ||
| Scott Joseph McKim | BAFN | Common Stock | Tax liability | -2.69% | -89 | 3,217 | 03 Feb 2026 | Direct | ||
| Robin Leigh Oliver | BAFN | Common Stock | Tax liability | -1.16% | -134 | 11,453 | 03 Feb 2026 | Direct | ||
| Robin Leigh Oliver | BAFN | Common Stock | Tax liability | -1.07% | -119 | 10,962 | 27 Jan 2026 | Direct | ||
| Robin Leigh Oliver | BAFN | Common Stock | Tax liability | -2.1% | -238 | 11,081 | 26 Jan 2026 | Direct | ||
| Scott Joseph McKim | BAFN | Common Stock | Tax liability | -2.33% | -75 | 3,142 | 23 Jan 2026 | Direct | ||
| Robin Leigh Oliver | BAFN | Common Stock | Tax liability | -1.17% | -134 | 11,319 | 23 Jan 2026 | Direct | ||
| Scott Joseph McKim | BAFN | Common Stock | Other | 1.26% | 40.4 | 3,256 | 13 Nov 2025 | Direct | ||
| Rhonda S. Tudor | BAFN | Common Stock | Other | 2.37% | 40.4 | 1,743 | 13 Nov 2025 | Direct | ||
| Robin Leigh Oliver | BAFN | Common Stock | Other | 0.35% | 40.4 | 11,537 | 13 Nov 2025 | Direct | ||
| Thomas Gerard Zernick | BAFN | Common Stock | Other | 1.06% | 202 | 19,206 | 13 Nov 2025 | Direct | ||
| Rhonda S. Tudor | BAFN | Common Stock | Tax liability | -13.1% | -228 | 1,515 | 24 Oct 2025 | Direct | ||
| Robin Leigh Oliver | BAFN | Common Stock | Other | 0.24% | 27.1 | 11,497 | 07 Aug 2025 | Direct | ||
| Rhonda S. Tudor | BAFN | Common Stock | Other | 1.62% | 27.1 | 1,702 | 07 Aug 2025 | Direct | ||
| Thomas Gerard Zernick | BAFN | Common Stock | Other | 0.72% | 136 | 19,004 | 07 Aug 2025 | Direct | ||
| Scott Joseph McKim | BAFN | Common Stock | Other | 0.85% | 27.1 | 3,216 | 07 Aug 2025 | Direct |
* marks a reported price that did not pass the local price check.