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8-K ·Filed Aug 27, 2026

BAFN

BayFirst Financial Corp.
NEUTRAL
Impact 2/10
Horizonimmediate Processed2mo ago SEC0001649739-26-000091
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

This is a routine board departure with no financial or strategic implications. Monitor for any subsequent announcement of a replacement director, but no trading action is warranted based on this filing alone.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
BAFN ▼ -2.57% at T+20d
NEUTRAL call -2.57% · α vs SPY -2.83% · entry $6.61 → $6.44
Next anchor: T+60d in 24d
Latest observation: T+40 -17.20% FF3 residual α
Entry = T+0 close
Aug 27, 2026
via day close
T+1d
-1.66%
call -1.66% · α -1.37%
$6.50
settled 2mo ago
T+5d
+2.87%
call +2.87% · α +2.77%
$6.80
settled 8w ago
T+20d
-2.57%
call -2.57% · α -2.83%
$6.44
settled 5w ago
T+60d
Pending
in 24d

Price Chart

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Executive Summary

Director and former CEO Anthony Leo resigned from the boards of BayFirst Financial Corp. and its bank subsidiary, effective August 26, 2026. The departure is a routine board resignation with no stated cause or controversy, and no replacement has been announced. This is a low-impact administrative event with no material financial implications for the company.

Key Facts

  • Director Anthony Leo resigned from the boards of BayFirst Financial Corp. and BayFirst National Bank, effective August 26, 2026.
  • Mr. Leo is a former CEO of the company and the bank.
  • No reason for resignation was provided beyond his 'decision to resign'.
  • No replacement director has been named.

Financial Impact

No financial impact from this board resignation.

Risk Factors

  • No material risks identified from this filing.

Market Snapshot

Exchange
Nasdaq
Sector
State Commercial Banks

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001649739-26-000091
Document: 0001649739-26-000091-index.html0001649739-26-000091
Document: 0001649739-26-000091.txt0001649739-26-000091
22 reports for BAFN
Performance horizon
100% Hit rate @ T+60 3 of 3 directional calls Went positive at some point 13 of 14 best @ T+5▲ +30.29%Oct 13, 2026
Filters
Rows
Reports for BAFN — sortable, filterable
TypeNow
Oct 19, 2026
7d ago
SC 13D/A
NEUTRAL ★ 4/10
$6.44awaiting T+60—$6.57 (+2.02%)
Oct 13, 2026
13d ago
SC 13D/A
BULLISH ★ 6/10
$5.25awaiting T+60—$6.57 (+25.14%)
Sep 30, 2026
26d ago
8-K
NEUTRAL ★ 2/10
$6.81awaiting T+60—$6.57 (−3.52%)
Sep 29, 2026
27d ago
8-K
NEUTRAL ★ 2/10
$7.21awaiting T+60—$6.57 (−8.88%)
Sep 24, 2026
4w ago
3
NEUTRAL ★ 2/10
$7.12awaiting T+60—$6.57 (−7.72%)
Sep 24, 2026
4w ago
Press Release
NEUTRAL ★ 2/10
$7.12awaiting T+60—$6.57 (−7.72%)
Sep 1, 2026
7w ago
8-K
BEARISH ★ 6/10
$7.15awaiting T+60—$6.57 (+8.11%)
Aug 27, 2026
8w ago
8-K
NEUTRAL ★ 2/10
$6.61awaiting T+60—$6.57 (−0.61%)
Aug 25, 2026
9w ago
EFFECT
BEARISH ★ 7/10
$7.37awaiting T+60—$6.57 (+10.85%)
Aug 21, 2026
9w ago
S-1/A
BEARISH ★ 6/10
$7.31awaiting T+60—$6.57 (+10.12%)
Showing 10 of 22

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Report published Aug 27, 2026