BAFN
BayFirst Financial Corp.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Jul 14 1 insider sell $0.00
- R Jul 15 BayFirst Financial Corp. disclosed a $37.0 million loan portfolio ad…
- R Aug 12 BayFirst Financial Corp. filed an amended 10-K (10-K/A) restating it…
- R Aug 12 BayFirst Financial Corp. filed this 10-Q/A to restate its Q1 2026 fi…
- R Aug 13 BayFirst Financial Corp. reported a net loss of $32.7 million ($8.05…
- R Sep 1 BayFirst Financial Corp. launched a rights offering to raise up to ~…
- X Sep 30 Short interest jumps 67.0% to 647.1K
- R Oct 13 Kenneth R. Lehman filed an amended Schedule 13D disclosing a signifi…
Signal stack
Where each data set points today.
- InsidersMIXED
No open-market sales.
- InstitutionsMIXED
Q2 2026: 1 added (0 new), 0 trimmed or exited.
- Short sellersBUILDING
Short interest +67.0% to 647.1K shares. 2.5 days to cover, ≈2.4% of shares.
- TrendDOWNTREND
9% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| LPL Financial LLC | ADD | $96.6K |
| STIFEL FINANCIAL CORP | ADD | $198.1K |
| VANGUARD GROUP INC | ADD | $1.3M |
| STIFEL FINANCIAL CORP | ADD | $182.1K |
| UBS Group AG | NEAR_EXIT | $1.2K |
| BANK OF AMERICA CORP /DE/ | ADD | $31.00 |
| UBS Group AG | TRIM | $110.3K |
| MORGAN STANLEY | DOUBLED | $1.9K |
Quarterly 13F filings are due 45 days after each quarter ends.
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 8, 2026 | Berset Mark S Director | OTHER | $170.4K |
| Oct 8, 2026 | Spoor Bradly William Director | OTHER | $10.6K |
| Oct 8, 2026 | Zipperian Barbara J Director | OTHER | $17.8K |
| Oct 8, 2026 | McKim Scott Joseph EVP, Chief Financial Officer | OTHER | $7.7K |
| Oct 8, 2026 | Oliver Robin Leigh COO | OTHER | $38.5K |
| Oct 8, 2026 | Politis Christos Director | OTHER | $153.0K |
| Oct 8, 2026 | LEHMAN KENNETH R Director | OTHER | $2.6M |
| Oct 8, 2026 | Deloach Dennis Reppard III Director | OTHER | $117.5K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | — | — | — | $0.00 |
| Next Q | — | — | — | $0.00 |
| Current FY | — | — | — | $0.00 |
| Next FY | — | — | — | $0.00 |
Short side
FINRA· Sep 30, 2026SecBot reports
22 filings · 1 bullish · 13 bearish · 8 neutral- NEUTRAL SC 13D/AOct 19, 2026
Kenneth R. Lehman filed an amendment to his Schedule 13D correcting an overstatement of his prior…
Lehman's correction of a prior overstatement and his backstop role in the rights offering signal continued commitment, but no new activist demands were disclosed. Monitor for any future 13D…
- BULLISH SC 13D/AOct 13, 2026
Kenneth R. Lehman filed an amended Schedule 13D disclosing a significant increase in his stake in…
Lehman's increased stake and board seats give him significant influence over strategic decisions, including potential M&A or capital allocation. Watch for further 13D amendments detailing specific…
- NEUTRAL 8-KSep 30, 2026
BayFirst Financial Corp. filed an 8-K announcing the date for its Q3 2026 earnings release (after…
Monitor the Q3 2026 earnings release on October 29 for net interest margin trends and loan growth, given the bank's $1.13B asset base and exposure to the Tampa Bay-Sarasota regional economy.
- NEUTRAL 8-KSep 29, 2026
BayFirst Financial Corp. entered into amended and restated employment agreements with COO Robin L…
Routine executive compensation refresh — no departure, no strategic signal. Monitor upcoming quarterly filings for any change in loan growth or credit quality trends that would affect the bank's…
All BAFN filing & press-release reports (22)
- SC 13D/A reportOct 19, 2026
- SC 13D/A reportOct 13, 2026
- 8-K reportSep 30, 2026
- 8-K reportSep 29, 2026
- 3 reportSep 24, 2026
- PRESS-RELEASE reportSep 24, 2026
- 8-K reportSep 1, 2026
- 8-K reportAug 27, 2026
- EFFECT reportAug 25, 2026
- S-1/A reportAug 21, 2026
- S-1/A reportAug 21, 2026
- 8-K reportAug 18, 2026
- PRESS-RELEASE reportAug 13, 2026
- 8-K reportAug 13, 2026
- S-1 reportAug 13, 2026
- 10-K/A reportAug 12, 2026
- 10-Q/A reportAug 12, 2026
- 8-K reportJul 16, 2026
- 8-K reportJul 15, 2026
- 8-K reportJun 30, 2026
- 8-K reportMay 21, 2026
- 8-K reportMay 5, 2026