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
36/42
Latest evidence
08 Oct 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
-
36 of 42
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Kenneth R. Lehman
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
08 Oct 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
36/42
Latest evidence
08 Oct 2026
13D/G
3/4/5
13F
Lead comparable stake: 39%
6 rows are not safely comparable across share classes.
13D/G row: Kenneth R. Lehman
Showing 1-8 of 42 holder rows.
Quick read
Kenneth R. Lehman leads the comparable SEC ownership view at 39%.
36 of 42 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
39%
INTERPLUS RE Ltd
5.4%
William Sultenfuss
4.2%
Alfred Tate Rogers Jr.
3.7%
Mark S. Berset
1.8%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 42 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Kenneth R. Lehman |
13D/G
3/4/5
Director, 10%+ Owner
|
39%
|
$83,419,333
12,249,535 shares
|
+$5,104,333 | 08 Oct 2026 |
| INTERPLUS RE Ltd |
13D/G
|
5.4%
|
$1,786,400
220,000 shares
|
$0 | 12 May 2026 |
| William Sultenfuss |
3/4/5
Director
|
4.2%
|
$6,571,100
1,314,220 shares
|
— | 22 Sep 2026 |
| Alfred Tate Rogers Jr. |
3/4/5
CEO & President, Director
|
3.7%
|
$6,171,118
1,142,800 shares
|
— | 14 Jul 2026 |
| Mark S. Berset |
3/4/5
Director
|
1.8%
|
$3,900,353
572,740 shares
|
— | 08 Oct 2026 |
| Andrew Pardo Wright |
3/4/5
Director
|
1.4%
|
$2,142,750
428,550 shares
|
— | 22 Sep 2026 |
| Joe Taggart |
3/4/5
Director
|
0.46%
|
$714,250
142,850 shares
|
— | 22 Sep 2026 |
| Anthony Saravanos |
3/4/5
Director
|
0.37%
|
$777,574
114,181 shares
|
— | 08 Oct 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 14 Oct 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 26 reporting-owner rows connected to BayFirst Financial Corp.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
26
Largest Forms 3/4/5 holder
Kenneth R. Lehman
Net 12M change
$0
Latest report
08 Oct 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Kenneth R. Lehman | Director, 10%+ Owner | $82,929,013 | Median | 08 Oct 2026 | ||
| William Sultenfuss | Director | $6,571,100 | Mixed | 22 Sep 2026 | ||
| Alfred Tate Rogers Jr. | CEO & President, Director | $6,171,118 | Filing P/S | 14 Jul 2026 | ||
| Mark S. Berset | Director | $3,900,353 | Median | 08 Oct 2026 | ||
| Andrew Pardo Wright | Director | $2,142,750 | Mixed | 22 Sep 2026 | ||
| George Apostolou | Director | $1,019,883 | Mixed | 12 Dec 2022 | ||
| Anthony Saravanos | Director | $777,574 | Median | 08 Oct 2026 | ||
| Joe Taggart | Director | $714,250 | Mixed | 22 Sep 2026 | ||
| Harold Jack Winner | Director | $605,889 | Mixed | 24 Jan 2023 | ||
| Christos Politis | Director | $594,669 | Median | 08 Oct 2026 | ||
| Dennis Reppard Deloach III | Director | $472,032 | Median | 08 Oct 2026 | ||
| Derek Steven Berset | Director | $445,980 | Mixed | 15 May 2026 | ||
| Will Conroy | Director | $357,125 | Mixed | 22 Sep 2026 | ||
| Bradly William Spoor | Director | $339,422 | Median | 08 Oct 2026 | ||
| Tarek Helal | Director | $333,071 | Mixed | 15 Sep 2024 | ||
| Anthony N. Leo | Director | $233,840 | Mixed | 19 Feb 2026 | ||
| Robin Leigh Oliver | COO, Director | $157,616 | Median | 08 Oct 2026 | ||
| Thomas Gerard Zernick | Director | $129,937 | Mixed | 19 Feb 2026 | ||
| Matthew Mann Luckey | Executive Vice President | $76,649 | Mixed | 09 Dec 2022 | ||
| Barbara J. Zipperian | Director | $68,652 | Median | 08 Oct 2026 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Barbara J. Zipperian | BAFN | Common Stock | Other | 102.2% | 5,096 | 10,081 | 08 Oct 2026 | Direct | ||
| Scott Joseph McKim | BAFN | Common Stock | Other | 66.3% | 2,206 | 5,531 | 08 Oct 2026 | Direct | ||
| Christos Politis | BAFN | Common Stock | Other | 100.2% | 43,711 | 87,323 | 08 Oct 2026 | Direct | ||
| Robin Leigh Oliver | BAFN | Common Stock | Other | 90.7% | 11,006 | 23,145 | 08 Oct 2026 | Direct | ||
| Kenneth R. Lehman | BAFN | Common Stock | Other | 6.56% | 749,535 | 12,177,535 | 08 Oct 2026 | Direct | ||
| Mark S. Berset | BAFN | Common Stock | Other | 100% | 48,697 | 97,394 | 08 Oct 2026 | Linda Berset Irrevocable Trust | ||
| Mark S. Berset | BAFN | Common Stock | Other | 100% | 6,596 | 13,192 | 08 Oct 2026 | Linda C. Berset Family Trust | ||
| Mark S. Berset | BAFN | Common Stock | Other | 100% | 16,217 | 32,434 | 08 Oct 2026 | Mark S. Berset 2012 Irrevocable Trust U/A Dated 12/13/12 | ||
| Mark S. Berset | BAFN | Common Stock | Other | 100% | 214,908 | 429,719 | 08 Oct 2026 | Direct | ||
| Dennis Reppard Deloach III | BAFN | Common Stock | Other | 93.9% | 33,575 | 69,315 | 08 Oct 2026 | Direct | ||
| Bradly William Spoor | BAFN | Common Stock | Other | 100% | 21,939 | 43,867 | 08 Oct 2026 | S5 Consulting, LLC | ||
| Bradly William Spoor | BAFN | Common Stock | Other | 102.3% | 3,021 | 5,975 | 08 Oct 2026 | Direct | ||
| Anthony Saravanos | BAFN | Common Stock | Other | 100.2% | 57,159 | 114,181 | 08 Oct 2026 | Direct | ||
| Scott Joseph McKim | BAFN | Common Stock | Other | 1.45% | 47.55 | 3,325 | 04 Sep 2026 | Direct | ||
| Robin Leigh Oliver | BAFN | Common Stock | Other | 0.39% | 47.55 | 12,139 | 04 Sep 2026 | Direct | ||
| Dennis Reppard Deloach III | BAFN | Series B Convertible Preferred Stock | Other | -100% | -50 | 0 | 13 Aug 2026 | Direct | ||
| Robin Leigh Oliver | BAFN | Series B Convertible Preferred Stock | Other | -100% | -10 | 0 | 13 Aug 2026 | Direct | ||
| Christos Politis | BAFN | Series B Convertible Preferred Stock | Other | -100% | -50 | 0 | 13 Aug 2026 | Christos Politis Revocable Trust of 2015 | ||
| Anthony Saravanos | BAFN | Series B Convertible Preferred Stock | Other | -100% | -25 | 0 | 13 Aug 2026 | Direct | ||
| Bradly William Spoor | BAFN | Series B Convertible Preferred Stock | Other | -100% | -10 | 0 | 13 Aug 2026 | S5 Consulting, LLC | ||
| Alfred Tate Rogers Jr. | BAFN | Common Stock | Sale | 691,394 | 691,394 | 14 Jul 2026 | ATRJR ROTH, LLC | |||
| Alfred Tate Rogers Jr. | BAFN | Common Stock | Sale | 22,856 | 22,856 | 14 Jul 2026 | BASS COLLECTIVE, LLC | |||
| Alfred Tate Rogers Jr. | BAFN | Common Stock | Sale | 279,986 | 279,986 | 14 Jul 2026 | ATRJR, LLC | |||
| Alfred Tate Rogers Jr. | BAFN | Common Stock | Sale | 148,564 | 148,564 | 14 Jul 2026 | ATRJR IRA, LLC | |||
| Alfred Tate Rogers Jr. | BAFN | Series D Preferred Stock | Conversion of derivative security | -100% | -242 | 0 | 14 Jul 2026 | ATRJR ROTH, LLC | ||
| Alfred Tate Rogers Jr. | BAFN | Series D Preferred Stock | Conversion of derivative security | -100% | -8 | 0 | 14 Jul 2026 | BASS COLLECTIVE, LLC | ||
| Alfred Tate Rogers Jr. | BAFN | Series D Preferred Stock | Conversion of derivative security | -100% | -98 | 0 | 14 Jul 2026 | ATRJR, LLC | ||
| Alfred Tate Rogers Jr. | BAFN | Series D Preferred Stock | Conversion of derivative security | -100% | -52 | 0 | 14 Jul 2026 | ATRJR IRA, LLC | ||
| 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 |
* marks a reported price that did not pass the local price check.