Bayfirst Financial Corp
Ownership
Ownership Structure
Who owns Bayfirst Financial Corp (BAFN)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 39.4% of the shares are freely tradable; institutional investors hold 16.1%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard Capital Management, LLC | 0.56 | 150,806 | +1.5 | 06/30/2026 |
| First Manhattan Co. LLC | 0.49 | 132,926 | +3.9 | 06/30/2026 |
| Banc Funds Co LLC | 0.34 | 91,679 | +0.0 | 06/30/2026 |
| BlackRock Inc | 0.20 | 52,828 | +2.1 | 06/30/2026 |
| Geode Capital Management, LLC | 0.14 | 38,775 | -12.2 | 06/30/2026 |
| Stifel Financial Corp | 0.14 | 36,673 | +17.5 | 06/30/2026 |
| Modern Wealth Management LLC | 0.10 | 27,661 | +0.0 | 06/30/2026 |
| Vanguard Fiduciary Trust Co | 0.08 | 22,215 | +5.0 | 06/30/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 2.31 | 621,562 | +464.9 | 09/30/2026 |
| Angel Oak Financial Strats Income Term | 0.09 | 25,215 | +0.0 | 09/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Lehman Kenneth R | Director | 12,177,535 | 71,847,457 $ | Oct 8, 2026 | direct |
| Rogers Alfred Tate Jr | CEO & President | 1,142,800 | 6,742,520 $ | Jul 14, 2026 | indirect |
| Berset Mark S | Director | 572,740 | 3,379,163 $ | Oct 8, 2026 | both |
| Saravanos Anthony | Director | 114,181 | 673,670 $ | Oct 8, 2026 | direct |
| Politis Christos | Director | 87,323 | 515,206 $ | Oct 8, 2026 | direct |
| Deloach Dennis Reppard III | Director | 69,315 | 408,956 $ | Oct 8, 2026 | direct |
| Spoor Bradly William | Director | 49,842 | 294,066 $ | Oct 8, 2026 | both |
| Oliver Robin Leigh | COO | 23,145 | 136,555 $ | Oct 8, 2026 | direct |
| Zipperian Barbara J | Director | 10,081 | 59,478 $ | Oct 8, 2026 | direct |
| McKim Scott Joseph | EVP, Chief Financial Officer | 5,531 | 32,634 $ | Oct 8, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Oct 8, 2026 | Zipperian Barbara J | Director | Other | 5,096 | 3.50 | 17,836 |
| Oct 8, 2026 | McKim Scott Joseph | EVP, Chief Financial Officer | Other | 2,206 | 3.50 | 7,721 |
| Oct 8, 2026 | Politis Christos | Director | Other | 43,711 | 3.50 | 152,989 |
| Oct 8, 2026 | Oliver Robin Leigh | COO | Other | 11,006 | 3.50 | 38,521 |
| Oct 8, 2026 | Lehman Kenneth R | Director | Other | 749,535 | 3.50 | 2,623,373 |
| Oct 8, 2026 | Berset Mark S | Director | Other | 48,697 | 3.50 | 170,440 |
| Oct 8, 2026 | Berset Mark S | Director | Other | 6,596 | 3.50 | 23,086 |
| Oct 8, 2026 | Berset Mark S | Director | Other | 16,217 | 3.50 | 56,760 |
| Oct 8, 2026 | Berset Mark S | Director | Other | 214,908 | 3.50 | 752,178 |
| Oct 8, 2026 | Deloach Dennis Reppard III | Director | Other | 33,575 | 3.50 | 117,513 |
| Oct 8, 2026 | Spoor Bradly William | Director | Other | 21,939 | 3.50 | 76,787 |
| Oct 8, 2026 | Spoor Bradly William | Director | Other | 3,021 | 3.50 | 10,574 |
| Oct 8, 2026 | Saravanos Anthony | Director | Other | 57,159 | 3.50 | 200,057 |
| Sep 4, 2026 | McKim Scott Joseph | EVP, Chief Financial Officer | Other | 48 | 6.31 | 303 |
| Sep 4, 2026 | Oliver Robin Leigh | COO | Other | 48 | 6.31 | 303 |
| Jul 14, 2026 | Rogers Alfred Tate Jr | CEO & President | Sell | 691,394 | – | – |
| Jul 14, 2026 | Rogers Alfred Tate Jr | CEO & President | Sell | 22,856 | – | – |
| Jul 14, 2026 | Rogers Alfred Tate Jr | CEO & President | Sell | 279,986 | – | – |
| Jul 14, 2026 | Rogers Alfred Tate Jr | CEO & President | Sell | 148,564 | – | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: November 2, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.