OakChart

BayFirst Financial Corp

BAFNFinancial·Banks - Regional·USA·Micro·NASD·Nov 11 • 11:24 AM ET

6.19+0.10 (1.56%)
2026-11-11 17:26 CET
Market cap
189.38 USD m
Revenue, TTM
- USD m
Net income, TTM
-44.55 USD m
Free cash flow, TTM
- USD m
EPS diluted, TTM
-10.65
P/E
-
Compare

Price

BAFN against its 20, 50 and 200-day averages
2050200
4.006.008.00578K1.2MMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26BAFNclose 6.1920-day 6.2450-day 6.97200-day 6.526.1952w high52w low

34.8% under the 52-week high of 9.50 on 17 Sep 2026. 52-week low 4.26 on 24 Jun 2026. Last 15 sessions, 30.2% high to low

Profile

BAFN
52-week range, 37% of the way up
4.269.50

BayFirst Financial Corp. is a bank holding company, which engages in the provision of banking services. Its products include demand deposits, money market accounts, savings deposits, time deposits, commercial business loans, real estate loans, and consumer loans. The company was founded on September 1, 2000 and is headquartered in St. Petersburg, FL.

Employees144
IPONov 20, 2019
Beta0.51
ATR, 14d0.52
Rel volume0.19
Short float5.53%
Insider own62.07%
Inst own3.17%

Snapshot

6 groups

Valuation

Index-
Market Cap192.33M
Enterprise Value-
Income-44.55M
Sales71.35M
Book/sh3.64
Cash/sh-
Dividend Est.-
Dividend TTM-
Dividend Ex-DateMay 30, 2025
Dividend Gr. 3/5Y- -
Payout-
Employees144
IPONov 20, 2019

Ratios

P/E-
Forward P/E-
PEG-
P/S2.70
P/B1.70
P/C-
P/FCF1.30
EV/EBITDA-
EV/Sales-
Quick Ratio-
Current Ratio0.51
Debt/Eq0.19
LT Debt/Eq0.19
Option/ShortNo / Yes

Earnings

EPS (ttm)-10.65
EPS next Y-
EPS next Q-
EPS this Y-
EPS next Y-
EPS next 5Y-
EPS past 3/5Y-178.17% -
Sales past 3/5Y16.80% -5.94%
EPS Y/Y TTM-260.03%
Sales Y/Y TTM-40.59%
EPS Q/Q99.14%
Sales Q/Q-30.76%
EarningsOct 29 AMC
EPS/Sales Surpr.- -

Ownership

Insider Own62.07%
Insider Trans0.00%
Inst Own3.17%
Inst Trans30.95%
ROA-3.46%
ROE-44.38%
ROIC-34.75%
Gross Margin-
Oper. Margin-80.81%
Profit Margin-62.43%
SMA20-0.75%
SMA50-11.19%
SMA200-5.00%
Trades-

Technical

Shs Outstand26.96M
Shs Float11.79M
Short Float5.53%
Short Ratio6.28
Short Interest0.65M
52W High9.50 -34.84%
52W Low4.26 45.34%
Volatility6.60% 8.50%
ATR (14)0.52
RSI (14)48.06
Beta0.51
Rel Volume0.19
Avg Volume103.76K
Volume6,346

Performance

Perf Week3.69%
Perf Month19.04%
Perf Quarter-4.18%
Perf Half Y-8.84%
Perf YTD-21.15%
Perf Year-24.97%
Perf 3Y-34.84%
Perf 5Y-76.64%
Perf 10Y-
Recom-
Target Price-
Prev Close6.09
Price6.19
Change %1.56%

Peers

Mkt cap
TickerCompanyMkt cap
NEWTNewtekOne Inc313.48M
LOBLive Oak Bancshares Inc1.59B
USCBUSCB Financial Holdings Inc368.46M
NBNNortheast Bank1.13B
FINWFinWise Bancorp200.25M
CCBGCapital City Bank Group Inc873.50M
FBIZFirst Business Financial Services Inc623.32M
CBANColony Bankcorp Inc554.66M
OPHCOptimumbank Holdings Inc113.73M
SBCFSeacoast Banking Corp Of Florida3.25B

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
VXFVanguard Extended Market Index ETFAUM: 30.47B
IWCiShares Micro-Cap ETFAUM: 1.22B
DFMCU.S. Micro Cap Portfolio ETF Class Shares-

News

latest 14 of 128
  • BayFirst Nears Breakeven As Loan And Deposit Growth Return, But The Bank Still Can't Cover Its Costs And Dilution Is Not Finished (Earnings Whispers) -6.00%
  • BayFirst Financial Corp. Reports Third Quarter 2026 Results (GlobeNewswire)
  • BayFirst Announces Third Quarter 2026 Conference Call and Webcast (GlobeNewswire) -5.55%
  • BayFirst Elects Twelve Directors to its Board of Directors (GlobeNewswire) -14.32%
  • BayFirst Financial Corp. Launches Rights Offering (GlobeNewswire) +10.00%
  • Loading…
  • BayFirst Financial Corp (BAFN) (Q2 2026) Earnings Call Highlights: Navigating Restructuring ... (GuruFocus.com) +8.20%
  • BayFirst Financial Corp. Reports Second Quarter 2026 Results (GlobeNewswire)
  • BayFirst Reschedules Date for Second Quarter 2026 Conference Call and Webcast (GlobeNewswire)
  • BayFirst Announces Impact of Asset Resolution Plan and Restatement of Prior Period Financial Statements (GlobeNewswire)
  • BayFirst Announces Second Quarter 2026 Conference Call and Webcast (GlobeNewswire)
  • Floridas BayFirst makes a switch at CEO (Banking Dive) +6.91%
  • BayFirst Financial Corp (BAFN) Q1 2026 Earnings Call Highlights: Strategic Capital Raise Amidst ... (GuruFocus.com)
  • BayFirst Financial Corp. Announces Substantial Capital Raise, Names Alfred Rogers as Bank Chief Executive Officer, and Reports First Quarter 2026 Results (GlobeNewswire) -23.53%

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
2026Q12026-04-30---1.47610.33--
2025Q42026-01-29---1.09011.05--
2025Q32025-10-30---4.66410.23--
2025Q22025-07-29---0.39323.14--
2025Q12025-04-24---0.17419.75--
2024Q42025-01-30--2.11032.93--
2024Q32024-10-24--0.18221.72--
2024Q22024-07-25--0.11620.84--
2024Q12024-04-25--0.10623.01--
2023Q42024-01-25--0.32023.57--
2023Q32023-10-26--0.40823.07--
2023Q22023-07-27--0.28721.05--
2023Q12023-04-27--0.13018.50--
2022Q42023-01-26--0.27016.98--
2022Q32022-10-28---0.35618.97--
2022Q22022-08-03---0.12225.35--

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
No annual earnings.

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
No estimate revisions.

Estimate history

EPS, annual6.469-0.4251.2683.0065.905-0.2941.0342.093-6.322-10.6523
Period201720182019202020212022202320242025TTM
EPS, quarterly0.1822.11-0.174-0.393-4.664-1.09-1.476-8.046-0.04
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual38.35750.52379.875141.42465.61565.36102.554119.249104.13671.35
Period201720182019202020212022202320242025TTM
Sales, quarterly30.29832.46130.19130.85826.58618.04218.84316.05818.409
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual0.8463.0233.3943.4853.9814.0424.114.1334.10826.963
Period201720182019202020212022202320242025MRQ
Shares, quarterly4.1344.1334.1294.1344.1174.1084.1084.10726.963
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Interest Income71.4285.2281.8668.5238.5743.8343.7325.7021.60
Total Interest Expense31.3440.0144.7832.098.577.3010.288.274.37
Net Interest Income40.0845.2137.0836.4330.0036.5333.4517.4317.23
Loan Loss Provision35.0525.6515.4010.45-0.70-3.5016.908.871.33
Net Interest Income After Loan Loss Provision5.0319.5621.6825.9930.7040.0316.558.5615.90
Non-Interest Income-0.0718.9237.3934.0426.7921.7997.6954.1728.92
Non-Interest Expense62.6164.2256.9451.9950.4650.0993.1856.4446.49
Operating Income-57.66-25.742.138.037.0411.7221.076.30-1.67
Unusual Expense0.027.280.000.000.000.000.000.000.00
Net Income Before Taxes-57.70-33.0213.788.037.0411.7215.786.30-1.67
Income Taxes-14.59-8.453.522.121.562.693.071.81-0.46
Consolidated Net Income-43.11-24.5710.265.925.489.0312.704.48-1.21
Net Income From Continuing Operations-43.11-24.5710.265.925.489.0312.704.48-1.21
Net Income-44.55-26.118.654.74-1.1823.6111.844.02-1.21
EPS (Recurring)--5.092.091.03-0.295.913.011.27-0.42
EPS (Basic, Before Extraordinaries)-10.65-6.322.091.16-0.296.213.451.27-0.42
EPS (Diluted)-10.65-6.322.091.03-0.295.913.011.27-0.42
Non-Operating Income (Expense)-0.020.0011.650.000.000.000.000.000.00
Other After Tax Adjustments-0.000.000.000.000.000.000.000.00
Stock Option Compensation Expense-0.130.280.500.600.360.290.330.17
Price To Earnings Ratio--18.3711.91201.204.03---
Price To Sales Ratio2.570.310.460.581.031.410.410.661.01
Operating Margin-80.81-24.711.787.8310.7717.8614.907.88-3.31
Net Margin-62.43-25.077.254.62-1.8135.998.375.03-2.39
Shares Outstanding26.964.114.134.114.043.983.493.393.02
Market Capitalization189.38189.3854.9753.6267.5190.4948.2144.22-

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Interest Income17.2516.3617.4420.3721.6522.5020.6821.75
Total Interest Expense6.626.947.999.7910.3710.169.6911.10
Net Interest Income10.639.429.4510.5811.2812.3511.0010.65
Loan Loss Provision-0.0728.983.083.0710.917.264.404.55
Net Interest Income After Loan Loss Provision10.70-19.556.377.510.365.086.606.11
Non-Interest Income1.16-0.311.40-2.334.938.359.5110.71
Non-Interest Expense12.8824.1415.4210.1723.9315.0916.5715.41
Operating Income-1.02-44.01-7.64-4.99-18.63-1.65-0.461.40
Unusual Expense0.000.000.000.027.260.000.000.00
Net Income Before Taxes-1.02-44.04-7.63-5.01-25.90-1.65-0.4613.05
Income Taxes-0.34-11.38-1.95-0.92-6.99-0.41-0.133.27
Consolidated Net Income-0.68-32.66-5.68-4.09-18.90-1.24-0.349.78
Net Income From Continuing Operations-0.68-32.66-5.68-4.09-18.90-1.24-0.349.78
Net Income-0.95-33.05-6.07-4.48-19.29-1.62-0.729.39
EPS (Recurring)--8.05-1.48-1.09-3.43-0.39-0.172.11
EPS (Basic, Before Extraordinaries)-0.04-8.05-1.48-1.09-4.66-0.39-0.172.27
EPS (Diluted)-0.04-8.05-1.48-1.09-4.66-0.39-0.172.11
Non-Operating Income (Expense)0.00-0.030.010.000.000.000.0011.65
Other After Tax Adjustments-0.000.000.000.000.000.000.00
Stock Option Compensation Expense-0.020.040.010.070.020.020.06
Price To Earnings Ratio----6.066.276.6518.37
Price To Sales Ratio2.570.260.280.310.360.470.570.49
Operating Margin-5.54-274.04-40.57-27.66-70.09-5.34-1.534.31
Net Margin-5.18-205.82-32.19-24.81-72.55-5.26-2.3828.93
Shares Outstanding26.964.114.114.114.124.134.134.13
Market Capitalization189.3820.5326.0932.2643.2457.8169.3854.97

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Cash & Due from Banks5.124.504.103.652.872.793.084.50-
Investments238.37118.86105.76118.67145.97273.70190.1854.170.00
Net Loans936.021,046.78902.23719.61570.501,207.16303.19280.68-
Investment in Unconsolidated Affiliates0.000.000.000.000.000.000.000.000.00
Customer Liability on Acceptances0.000.000.000.000.000.000.000.000.00
Real Estate Assets0.400.13-------
Net Property, Plant & Equipment45.6949.0641.2938.6232.9321.8519.3310.65-
Interest Receivables6.327.637.134.453.537.302.121.750.00
Deferred Tax Assets7.830.45-9.357.0812.166.044.97-
Other Intangible Assets54.5255.5457.2652.92161.4228.0813.2412.520.00
Total Assets1,294.271,282.951,117.77947.27923.731,553.05537.18369.25260.58
Total Deposits1,183.941,143.23985.14795.07721.68558.78448.59306.58197.73
Total Debt20.8222.4020.9637.3782.37894.8924.4614.230.00
Long Term Debt18.2419.9110.5012.3237.72893.6423.7914.230.00
Provision for Risks Charges0.670.520.000.000.000.000.000.000.00
Deferred Tax Liabilities-0.300.488.376.638.365.944.27-
Other Liabilities7.2610.2410.4814.5716.7519.956.856.370.00
Total Liabilities1,212.691,176.391,017.06855.38827.441,481.98485.84331.46197.73
Preferred Stock - Carrying Value15.7315.7315.739.289.2814.687.663.070.00
Common Equity65.8590.8384.9882.6087.0156.3943.6734.7232.13
Total Shareholders Equity81.58106.56100.7191.8896.2971.0751.3337.7932.13
Accumulated Minority Interest0.000.000.000.000.000.000.000.000.00
Total Equity81.58106.56100.7191.8896.2971.0751.3337.7932.13
Total Liabilities & Stockholders Equity1,294.271,282.951,117.77947.27923.731,553.05537.18369.25229.86
Book Value Per Share16.0321.9820.6720.4321.8516.1812.8711.4837.98
Tangible Book Value Per Share16.0321.9820.6720.4321.8516.1812.8711.4837.98
Tier 1 Capital86.34111.59103.2799.2799.6672.8352.45--
Tier 2 Capital-12.8310.989.046.356.005.10--
Full-Time Employees144299305291637596423--
Price to Book Ratio1.680.640.650.831.040.850.87--
Return on Assets-1.900.850.570.590.731.220.99-0.382.65
Return on Equity-25.529.906.145.8210.7920.7610.06-3.4522.54
Return on Invested Capital-24.618.065.13-0.3318.371.325.97-2.3217.03
Current Ratio0.200.080.110.130.200.992.220.91-

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Funds from Operations-293.63394.77461.65433.40513.53-103.51-40.707.16
Extraordinary Item-0.000.000.000.000.000.000.000.00
Changes in Working Capital--4.804.12-6.861.02-2.56-4.292.120.19
Cash from Operating Activities-288.83398.90454.80434.42510.98-107.80-38.587.34
Capital Expenditures--0.30-2.92-7.58-8.06-25.11-15.05-7.31-4.79
Net Assets From Acquisitions-0.000.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses-0.0014.750.000.000.000.000.000.00
Purchase or Sale of Investments-8.312.195.18-23.53-31.530.000.540.02
Purchase of Investments--5.73-5.48-1.00-26.39-33.210.000.000.00
Sale Or Maturity of Investments-14.047.676.182.861.680.000.540.02
Federal Home Loan Advances Increase (Decrease)--0.130.24-0.73-1.21-0.470.14-0.850.39
Other Uses-0.000.000.000.000.000.000.000.00
Other Sources-0.151.622.310.000.000.000.000.00
Cash from Investing Activities--198.48-518.79-641.28-510.61207.62-933.38-37.74-106.93
Cash Dividends Paid--1.43-2.86-2.28-2.12-2.06-1.78-1.31-0.72
Preferred Dividends (Cash Flow)--0.77-1.54-0.96-0.83-1.00-0.86-0.460.00
Change in Capital Stock--0.090.036.530.522.577.649.999.58
Repurchase of Common Pref Stock--0.28-0.02-0.01-0.050.000.000.000.00
Sale of Common Pref Stock-0.190.056.550.562.577.649.999.58
Proceedsfrom Stock Options-0.000.006.740.512.587.389.769.58
Issuance or Reduction of Debt, Net--0.34-10.46-15.51-45.11-812.06869.927.27-12.29
Change in Long Term Debt--0.34-0.46-0.51-70.11-812.06869.9210.277.71
Issuance of Long Term Debt-0.000.000.000.006.00881.2611.217.88
Reduction of Long Term Debt--0.34-0.46-0.51-70.11-818.06-11.34-0.94-0.17
Net Financing Active Other Cash Flow-0.000.000.000.00-0.010.000.000.00
Other Financing Activities Uses-0.000.000.000.00-0.01---
Cash from Financing Activities-38.84144.80178.8226.67-648.66985.98157.96105.39
Net Change in Cash-129.1919.40-7.66-43.6854.35-55.2081.705.81
Free Cash Flow-288.54397.21447.21426.36497.86-110.85-45.892.56
Price to Free Cash Flow-0.110.140.130.160.19--27.85

Balance sheet, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Cash & Due from Banks5.235.646.855.125.196.14
Investments196.16210.81215.11238.37309.85202.42
Net Loans819.00793.91857.99936.02912.421,018.07
Investment in Unconsolidated Affiliates-0.000.000.000.000.00
Net Property, Plant & Equipment48.0843.9744.8645.6946.5347.57
Interest Receivables5.435.137.686.328.909.49
Deferred Tax Assets21.8421.258.497.835.84-
Other Intangible Assets51.7853.6954.5354.5256.8559.77
Total Assets1,147.931,134.921,195.911,294.271,345.981,343.87
Total Deposits1,014.15988.871,085.871,183.941,171.461,163.80
Total Debt19.5119.9120.5820.8271.1161.48
Long Term Debt19.5118.3918.5418.2418.6520.09
Provision for Risks Charges-0.790.720.670.730.55
Deferred Tax Liabilities-----0.90
Other Liabilities9.729.456.887.2612.958.91
Total Liabilities1,043.391,019.021,114.041,212.691,256.251,235.64
Preferred Stock - Carrying Value6.4590.2415.7315.7315.7315.73
Common Equity98.0925.6666.1465.8574.0092.49
Total Shareholders Equity104.54115.9081.8781.5889.73108.22
Accumulated Minority Interest-0.000.000.000.000.00
Total Equity104.54115.9081.8781.5889.73108.22
Total Liabilities & Stockholders Equity1,147.931,134.921,195.911,294.271,345.981,343.87
Book Value Per Share3.646.2516.1016.0317.9722.37
Tangible Book Value Per Share-6.2516.1016.0317.9722.37
Tier 1 Capital-97.07-86.3488.74106.65
Tier 2 Capital-11.02-12.2213.2813.41
Full-Time Employees146148143144237300
Price to Book Ratio1.680.310.360.440.470.61
Return on Assets-3.46-4.95-2.40-1.90-0.830.73
Return on Equity-44.38-54.74-31.16-25.52-11.148.93
Return on Invested Capital-0.55-24.32-5.66-4.10-17.44-0.96
Current Ratio0.510.160.140.200.120.08

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Funds from Operations-2.08-6.17101.6048.3668.28
Extraordinary Item-0.000.000.000.000.00
Changes in Working Capital--1.832.962.47-1.05-4.99
Cash from Operating Activities-0.25-3.21104.0747.3163.29
Capital Expenditures--0.10-0.01-0.02-0.01-0.19
Net Assets From Acquisitions-0.000.000.000.000.00
Sale of Fixed Assets and Businesses-0.000.000.000.000.00
Purchase or Sale of Investments-0.770.760.470.836.27
Purchase of Investments-0.000.00-0.010.00-3.24
Sale Or Maturity of Investments-0.770.760.480.839.50
Other Uses-0.000.000.000.000.00
Other Sources-0.000.000.150.000.00
Cash from Investing Activities-28.5928.8522.03-24.00-103.84
Cash Dividends Paid--1.540.000.000.00-0.72
Preferred Dividends (Cash Flow)--1.540.000.000.00-0.39
Change in Capital Stock-74.510.02-0.150.40-0.00
Repurchase of Common Pref Stock-0.000.000.030.03-0.00
Sale of Common Pref Stock-74.510.02-0.170.370.00
Proceedsfrom Stock Options-74.510.020.000.000.00
Issuance or Reduction of Debt, Net--0.23-0.11-50.009.8919.89
Change in Long Term Debt--0.23-0.110.00-0.11-0.11
Issuance of Long Term Debt-0.000.000.000.000.00
Reduction of Long Term Debt--0.23-0.110.00-0.11-0.11
Net Financing Active Other Cash Flow-0.000.000.000.000.00
Other Financing Activities Uses-0.000.000.000.000.00
Cash from Financing Activities--24.26-98.17-37.6717.9554.70
Net Change in Cash-4.70-72.5288.4341.2514.14
Free Cash Flow-0.15-3.21104.0547.3063.10
Price to Free Cash Flow-0.140.120.110.150.18

Revenue breakdown

State Commercial Banks2024: 95.96M 2025: 63.05M
United States2024: 95.96M 2025: 63.05M

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-305.53%0.7M11.8M102.32K
2026-10-157.31%0.7M10.2M95.91K
2026-09-30924.36%0.6M0.1M78.70K
2026-09-153.21%0.4M12.1M37.97K
2026-08-313.00%0.4M12.1M23.56K
2026-08-142.59%0.3M12.1M21.04K
2026-07-3110.94%0.3M2.7M40.28K
2026-07-159.29%0.3M2.7M44.03K
2026-06-308.68%0.2M2.7M43.54K
2026-06-157.10%0.2M3.2M43.52K
2026-05-297.81%0.2M3.2M42.15K
2026-05-158.10%0.3M3.2M41.16K
2026-04-302.27%0.1M3.4M21.06K
2026-04-151.78%0.1M3.4M17.26K
2026-03-311.61%0.1M3.4M17.05K
2026-03-130.47%0.0M3.4M13.18K
2026-02-270.21%0.0M3.4M12.29K
2026-02-130.17%0.0M3.4M11.99K
2026-01-300.35%0.0M3.3M9.25K
2026-01-150.38%0.0M3.3M8.04K

Option chain

expiry 2026-11-11
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-1010-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-11-094Statement of changes in beneficial ownership of securities2026-11-06SEC
2026-11-094Statement of changes in beneficial ownership of securities2026-11-06SEC
2026-11-094Statement of changes in beneficial ownership of securities2026-11-06SEC
2026-11-094Statement of changes in beneficial ownership of securities2026-11-06SEC
2026-11-094Statement of changes in beneficial ownership of securities2026-11-06SEC
2026-11-038-KCurrent report2026-10-30SEC
2026-10-298-KCurrent report2026-10-29SEC
2026-10-283/A2026-09-22SEC
2026-10-19SCHEDULE 13D/ASEC
2026-10-13SCHEDULE 13D/ASEC
2026-10-134Statement of changes in beneficial ownership of securities2026-10-08SEC
2026-10-134Statement of changes in beneficial ownership of securities2026-10-08SEC
2026-10-134Statement of changes in beneficial ownership of securities2026-10-08SEC
2026-10-134Statement of changes in beneficial ownership of securities2026-10-08SEC
2026-10-134Statement of changes in beneficial ownership of securities2026-10-08SEC
2026-10-134Statement of changes in beneficial ownership of securities2026-10-08SEC
2026-10-134Statement of changes in beneficial ownership of securities2026-10-08SEC
2026-10-134Statement of changes in beneficial ownership of securities2026-10-08SEC
2026-10-134Statement of changes in beneficial ownership of securities2026-10-08SEC
2026-09-308-KCurrent report2026-09-30SEC
2026-09-293Initial statement of beneficial ownership of securities2026-09-22SEC
2026-09-298-KCurrent report2026-09-24SEC
2026-09-243Initial statement of beneficial ownership of securities2026-09-22SEC
2026-09-243Initial statement of beneficial ownership of securities2026-09-22SEC
2026-09-243Initial statement of beneficial ownership of securities2026-09-22SEC
2026-09-243Initial statement of beneficial ownership of securities2026-09-22SEC
2026-09-248-KCurrent report2026-09-22SEC
2026-09-094Statement of changes in beneficial ownership of securities2026-09-04SEC
2026-09-094Statement of changes in beneficial ownership of securities2026-09-04SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-080000
2026-070000
2026-060000
2026-050000
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
VANGUARD CAPITAL MANAGEMENT LLC3.67%
FIRST MANHATTAN CO. LLC.3.24%
BlackRock, Inc.1.29%
GEODE CAPITAL MANAGEMENT, LLC1.04%
STIFEL FINANCIAL CORP0.89%
Modern Wealth Management, LLC0.67%
VANGUARD FIDUCIARY TRUST CO0.54%
Cornerstone Wealth Group, LLC0.53%
BANC FUNDS CO LLC0.43%
RENAISSANCE TECHNOLOGIES LLC0.38%

Funds

Fund% owned
Angel Oak Financial Strategies Income Term Trust24.35%
VANGUARD TOTAL STOCK MARKET INDEX FUND2.68%
VANGUARD EXTENDED MARKET INDEX FUND0.99%
iShares Micro-Cap ETF0.28%
Fidelity Extended Market Index Fund0.07%
Fidelity Total Market Index Fund0.03%
Fidelity Series Total Market Index Fund0.02%
1290 VT Micro Cap Portfolio0.02%
Fidelity Nasdaq Composite Index Fund0.00%

OakChart. BAFN. Cached 15 minutes.

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