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BFST shareholder George W. Cummings has filed to sell common shares under Rule 144. The filing lists Goldman Sachs & Co. LLC as the broker for a planned sale of 30,000 common shares, with an aggregate market value of $958,200 and an expected sale date of July 30, 2026 on NASD.
The disclosure also reports prior open-market sales of BFST common shares during the past three months, including 10,000 shares on May 22, 2026 for $279,633.23, 11,595 shares on May 27, 2026 for $323,358.17, and multiple additional transactions through July 29, 2026.
A holder of BFST common stock plans to sell up to 4,200 shares through Morgan Stanley Smith Barney LLC Executive Financial Services on the NASDAQ. The proposed sale, with an indicated value of $134,734.32, is targeted for on or after July 30, 2026.
The shares consist of restricted stock acquired from the issuer on March 31, 2025 in two blocks of 3,621 and 579 shares, as disclosed in the securities-to-be-sold section.
Business First Bancshares, Inc. director George W. Cummings III reported selling 20,000 shares of common stock in two open‑market or private transactions on July 28–29, 2026, at $31.86 and $31.88 per share. He also reports 998 time‑based restricted stock units vesting June 25, 2027, each equal to one share, 3,911 indirect shares held by his spouse, and 223,669 pledged shares included in his reported holdings.
Business First Bancshares, Inc. director Joseph Vernon Johnson reported selling a total of 12,000 shares of common stock in late July 2026, including 10,000 shares on July 28 at a weighted average price of $31.75 (with trades from $31.65 to $31.85) and 2,000 shares on July 29 at $31.15. He also reports holding 998 unvested time-based restricted stock units granted June 25, 2026 under the company’s 2024 Equity Incentive Plan, scheduled to fully vest on June 25, 2027 and each economically equivalent to one share of common stock, subject to forfeiture upon certain events.
Business First Bancshares, Inc. director Rick D. Day purchased 1,500 shares of common stock on July 28, 2026 at $31.61 per share, bringing his direct holdings to 269,901 shares. He also holds 998 time-based restricted stock units granted June 25, 2026 that fully vest on June 25, 2027.
BFST shareholder George W. Cummings filed to sell up to 20,000 Common Shares through Goldman Sachs & Co. LLC, with an indicated aggregate market value of $641,600 and a proposed sale date of July 28, 2026.
The 20,000 shares were originally acquired from the issuer in a private transaction on October 2, 2000. Over the prior three months, Cummings reported multiple BFST Common Share sales: 10,000 shares for $279,633.23 on May 22, 2026; 11,595 shares for $323,358.17 on May 27, 2026; 15,000 shares for $427,713.17 on June 8, 2026; 445 shares for $12,918.93 on June 9, 2026; and 5,000 shares for $143,768.03 on June 11, 2026.
BlackRock, Inc. reports a significant ownership position in Business First Bancshares, Inc. common stock. As of June 30, 2026, BlackRock and certain consolidated business units beneficially owned 2,607,517 shares of common stock, representing 8.0% of the outstanding class.
BlackRock has sole voting power over 2,558,740 shares and sole dispositive power over the full 2,607,517 shares, with no shared voting or dispositive power. The shares are held on behalf of various underlying clients and funds, and no single underlying person is reported to have an interest in more than five percent of Business First Bancshares’ outstanding common shares.
Business First Bancshares, Inc. has a holder planning to sell up to 12,000 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services, with an aggregate value of $373,920.00 on or after July 28, 2026 on Nasdaq.
The shares were originally acquired on May 1, 2020 in connection with the merger of Pedestal Bancshares, Inc. with and into Business First Bancshares, Inc., where 332,563 shares were received in exchange for 190,582 shares of Pedestal Bancshares, Inc.
Business First Bancshares, Inc. reported net income available to common shareholders of $22.8 million, or $0.70 per diluted share, for the quarter ended June 30, 2026, modestly higher than the linked quarter. On a non-GAAP basis, core net income was $23.3 million, or $0.71 per diluted share, slightly below the prior quarter. Net interest margin improved to 3.73%, or 3.68% excluding loan discount accretion, while annualized returns to common shareholders were 1.03% on average assets and 9.83% on average equity, with core returns of 1.05% and 10.05%.
Capital and shareholder returns strengthened. Tangible common equity to tangible assets rose to 8.79%, and book value per common share reached $28.79, with tangible book value at $23.61. The consolidated total risk-based capital ratio increased to 13.77%, aided by an earlier $85.0 million subordinated debt issuance. The company repurchased 176,849 shares for $4.8 million and declared a $0.15 quarterly common dividend and a $18.75 quarterly preferred dividend, both payable on August 31, 2026 to shareholders of record on August 15, 2026.
The balance sheet was actively repositioned. Loans held for investment declined slightly to $6.66 billion, as approximately $96.4 million of organic production was offset by $88.3 million of acquired loan sales and resolution of a $21.0 million nonperforming loan. Deposits decreased $229.4 million to $7.24 billion, largely from interest-bearing balances, while borrowings increased $206.3 million, primarily short-term Federal Home Loan Bank advances. Asset quality improved, with nonperforming loans at 1.26% of loans and nonperforming assets at 1.23% of total assets, and net charge-offs of 0.04% of average loans alongside an allowance for credit losses equal to 1.02% of loans.
Business First Bancshares director Steven Gerard White reported routine equity compensation activity. On June 25, 2026, he received 998 time-based restricted stock units under the company’s 2024 Equity Incentive Plan, which will fully vest on June 25, 2027 and are each economically equivalent to one share of common stock, subject to forfeiture under certain conditions.
On June 26, 2026, 1,016 previously awarded restricted stock units vested and were converted into 1,016 shares of common stock, increasing his direct holdings to 14,930 common shares. After these transactions, he also holds 2,014 restricted stock units directly and has indirect exposure to 29,749 common shares held by the William A. Robinson Private Foundation, where he serves as trustee and disclaims beneficial ownership except for any pecuniary interest.