BayFirst Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:BAFN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
02 Aug 24	BuyUS$1,286	Rhonda Tudor	Individual	100	US$12.86
31 Jul 24	BuyUS$1,293	Scott McKim	Individual	100	US$12.93
30 Jul 24	BuyUS$1,300	Robin Oliver	Individual	100	US$13.00
30 Jul 24	BuyUS$1,310	Thomas Zernick	Individual	100	US$13.10
24 May 24	BuyUS$2,330	Thomas Zernick	Individual	200	US$11.65
24 May 24	BuyUS$5,896	Robin Oliver	Individual	500	US$11.79
29 Feb 24	BuyUS$1,400	Thomas Zernick	Individual	100	US$14.00

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BAFN?
Owner Type	Number of Shares	Ownership Percentage
Institutions	585,550	14.2%
Individual Insiders	614,733	14.9%
General Public	2,932,703	71%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 29.02% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
6.79%	Mark Berset	280,505	US$3.7m	0.08%	no data
3.64%	1st & Main Growth Partners	150,272	US$2.0m	0%	0.21%
3.36%	First Manhattan Co. LLC	139,015	US$1.8m	0%	0.01%
1.64%	Derek Berset	67,944	US$888.7k	1.36%	no data
1.39%	The Vanguard Group, Inc.	57,615	US$753.6k	0%	no data
1.36%	Anthony Saravanos	56,006	US$732.6k	0.65%	no data
1.33%	Benjamin Partners	55,077	US$720.4k	0%	0.43%
1.19%	BlackRock, Inc.	49,111	US$642.4k	0.34%	no data
1.08%	Graham Capital Wealth Management, LLC	44,694	US$584.6k	-1.46%	0.64%
1.05%	Christos Politis	43,465	US$568.5k	0%	no data
0.89%	Anthony Leo	36,618	US$479.0k	0%	no data
0.87%	Geode Capital Management, LLC	36,101	US$472.2k	7.41%	no data
0.85%	Dennis DeLoach	35,280	US$461.5k	0.55%	no data
0.72%	Avantax Planning Partners, Inc.	29,601	US$387.2k	-47.3%	0.01%
0.6%	Bradly Spoor	24,715	US$323.3k	0.04%	no data
0.59%	Tarek Helal	24,473	US$320.1k	0.01%	no data
0.39%	Thomas Zernick	15,971	US$208.9k	-5.36%	no data
0.31%	LPL Financial Corporation, Asset Management Arm	12,821	US$167.7k	0%	no data
0.26%	Robin Oliver	10,640	US$139.2k	0.32%	no data
0.25%	Northern Trust Global Investments	10,209	US$133.5k	-2.8%	no data
0.14%	Alexander Harris	5,630	US$73.6k	2.25%	no data
0.13%	Sheryl WuDunn	5,348	US$70.0k	3.14%	no data
0.12%	Barbara Zipperian	4,832	US$63.2k	0.08%	no data
0.041%	Rhonda Tudor	1,704	US$22.3k	1.67%	no data
0.039%	Scott McKim	1,602	US$21.0k	1.65%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/05 02:28
End of Day Share Price	2025/01/03 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

BayFirst Financial Corp. is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution