BANF BANCFIRST CORP /OK/ Insider Trading

Director David E Rainbolt sells 15,220 shares for $1.75M; stock trading well below highs amid mixed prior sell timing.

David E Rainbolt, a director and 10% beneficial owner of BancFirst, sold approximately 15,220 shares across two trading days in early May, realizing just under $1.75 million. The stock is currently trading well below its year highs, having pulled back meaningfully from recent peak levels. Rainbolt's sales history with BancFirst is decidedly mixed on timing—while one of his five prior exits proved well-timed as the stock fell afterward, four of those earlier sales saw prices rise in the subsequent weeks, suggesting inconsistent ability to sell ahead of declines. The company itself remains fundamentally sound with solid profitability and a reasonable valuation multiple, so this disposal does not appear to reflect operational distress—rather, it may reflect personal portfolio or liquidity decisions unrelated to the business outlook.

Director sells $2.87M stake (12% of holdings) in BancFirst as stock pulls back from recent highs

A BancFirst director liquidated roughly 12% of total holdings over two trading days in late April, raising approximately $2.87 million in gross proceeds. The stock was trading noticeably below its recent range after a modest pullback from earlier gains, suggesting the director elected to sell into relative strength rather than panic-selling into severe weakness. The company remains solidly profitable with reasonable valuation and a strong balance sheet, indicating this appears to be a trimming of an oversized position rather than a vote of no confidence in fundamentals. The scale and timing merit attention—while not catastrophic, a director reducing their stake by this magnitude while the stock remains elevated warrants scrutiny into whether the director has concerns about near-term valuation or broader market conditions. This trade is material enough to flag, but the absence of coordinated selling by other insiders and the company's solid financial footing limit the alarm level.

EVP Randy Foraker sells entire 4,000 share stake in BANF at $126.61, eliminating his holding

EVP Randy Foraker sold 4,000 shares at $126.61 on 2025-05-21, reducing his holdings to 0 shares. The sale occurred near the 52-week high of $129.96, approximately 2.6% below that peak. The $506,444.80 transaction represents complete divestiture of his equity stake. BANCFIRST trades at $123.82 currently, and has delivered positive 30-day and 90-day price appreciation of +6.1% and +6.7% respectively. Without additional context on grant schedules or regulatory restrictions, the complete elimination of holdings merits investor review alongside the company's stable financial position ($56.1M net income, 18.54 P/E).

BANF Director Martin Scott sells 10,000 shares (10.0K) at $119.13; retains 214,499 shares post-transaction

Martin William Scott, a director of BANCFIRST CORP /OK/, executed an open-market sale of 10,000 shares at $119.13 for $1,191,255.00 on 2025-02-28, reducing his position from 224,499 to 214,499 shares (a -4.5% reduction). At the current price of $119.36, the stock is -7.4% from its 52-week high of $128.91 and has declined -5.5% over the prior 90 days, though it has gained +1.0% over the past month. Scott's track record at this ticker shows mixed timing outcomes: of his 5 prior BANF sales, 3 were well-timed at the 90-day mark, with individual 90-day results ranging from -4.2% to +3.0%. His cross-ticker timing record stands at a 60.00% well-timed rate on 5 prior sells, with an average 90-day return of -0.8%. The company maintains a P/E of 18.65 with $58.9M in net income and a $4.0B market cap. This sale represents routine portfolio activity by a director with a moderate track record of well-timed exits at this ticker.

EVP Darryl Schmidt sells 5,000 BANF shares at $122.06; holds 43.6K post-sale as stock trades 4.9% below 52-week high.

Darryl Schmidt, Executive Vice President of BancFirst Corp, sold 5,000 shares for $610.3K on 2025-02-11, reducing his holdings from 48.6K to 43.6K shares (-10.3%). At the transaction price of $122.06, the stock is currently $122.59, meaning the sale occurred just 0.4% below today's market price. The stock is 4.9% below its 52-week high of $128.91 and up 10.6% over the past 30 days. Reviewing his prior trades at BANF (5 buys total), Schmidt has had mixed timing outcomes: two buys on 2024-07-23 posted -3.8% 30-day returns, while his 2024-04-22 purchases showed -0.5% 30-day but +16.9% 90-day returns. His cross-ticker track record shows 12 prior buys with a 66.67% 90-day win rate and +7.1% average 90-day return, but this is a sale—not a buy—and timing characterization should focus on whether the stock declined after the sale. The company trades at a P/E of 19.46 with $58.9M net income and a $4.1B market cap.

EVP Dennis Brand sold 4,000 BANF shares at $126.50 on 2024-12-12; holds 33,000 post-transaction.

Dennis Brand, Executive Vice President at BancFirst, sold 4,000 shares (10.8% of prior holdings) for $506,000 on 2024-12-12, reducing his stake from 37,000 to 33,000 shares. The sale occurred near the 52-week high of $128.91, with the stock currently at $126.63. Brand's prior transaction history at this ticker shows two buys (2023-04-26), each achieving strong 30-day and 90-day gains (16.3% and 33.1% for one; 17.1% and 34.0% for the other). His cross-ticker track record documents 2 prior buys with positive average returns of 16.7% at 30 days and 33.6% at 90 days, with a 100% win rate at the 90-day mark. This current sale reverses a pattern of accumulation and occurs at elevated valuations (stock up 20.9% over 90 days, P/E at 20.10). The timing context—near recent highs, after substantial appreciation—differs materially from his prior buy-and-hold results at this company.

Director Martin William Scott sold 24.6K shares of BANF at $124.70 (near 52-week high); cross-ticker track record shows poor timing on prior sells.

Martin William Scott, a director, sold 24,607 shares of BANCFIRST CORP /OK/ at $124.70 on 2024-11-21, reducing his holdings by -9.9% versus pre-transaction shares (from 249.1K to 224.5K shares). The transaction occurred at a price only -2.9% below the 52-week high of $126.69, following a strong 30-day rally of +11.8% and 90-day gain of +14.9%. Across his cross-ticker open-market trading history, Scott's four prior sells averaged a 90-day return of +2.4%, indicating he historically sold before the stock subsequently rose — a poorly-timed pattern (0.00% well-timed rate). At this specific ticker, his prior four trades at BANF show 0 of 1 measurable 90-day outcomes were well-timed. This sale at an elevated price level and concurrent with strong momentum, combined with his cross-ticker history of selling ahead of rallies rather than declines, warrants observation of whether this transaction precedes a reversal or reflects routine liquidity management by a substantial shareholder.

Director Martin William Scott sold 25,000 shares of BANF at $123.00 on 2024-11-15 for $3.1M; retains 249.1K shares post-transaction.

Martin William Scott, a Director, sold 25,000 shares (25.0K shares) at $123.00 on 2024-11-15, reducing his holdings by 9.1% to 249.1K shares. The sale occurred at a price near the 52-week high of $126.69 and above the current price of $121.78. Notably, this transaction follows two other sales at the same ticker on 2024-11-13 and 2024-11-06, suggesting a pattern of sequential dispositions over a short window. His cross-ticker track record shows 3 prior sells with a 90-day well-timed rate of 0.00%, while at this specific ticker, his prior measurable sale (2024-07-25) yielded a 90-day return of +2.4%, indicating the stock rose after that sale—a poorly-timed outcome. The repeated sales in November warrant observation to determine whether they signal a broader disposition or reflect operational liquidity needs.

Director Martin William Scott sold 10,298 shares of BANF at $126.01 on 2024-11-13; holds 281,606 shares post-sale.

Director Martin William Scott sold 10,298 shares at $126.01, reducing his BANF holdings by 3.5% to 281,606 shares remaining. The sale occurred near the stock's 52-week high of $126.69, and the stock has appreciated 20.4% over 90 days and 14.4% over 30 days. His prior trade at BANF (2024-07-25 sell) showed a 90-day return of +2.4%, meaning the stock rose after that sale—a poorly-timed outcome by sell-timing standards. The current sale at an elevated price level, following recent momentum, represents a discrete reduction of director-level exposure to the company.

Hannah Dennis Jay (EVP) sold entire 10,543-share BANF stake for $1,334,573.55 on 2024-11-06.

Hannah Dennis Jay executed 2 separate sales totaling 10,543 shares for $1,334,573.55 at prices near the 52-week high ($126.68 and $126.50 vs. 52-week high of $126.69). Her prior trades at BANF show a mixed pattern: the 5 prior sells at this ticker generated an average 90-day return of +4.5% (equal-weighted across the dated trades), indicating the stock rose after she sold—poorly-timed outcomes. Her cross-ticker track record shows a 0.00% well-timed rate on 6 prior sells with average 90-day return +4.7%, also reflecting post-sale gains she did not participate in. The timing of this complete exit near the 52-week high, combined with her historical pattern of selling before rallies at this ticker and a current stock price $122.71 (3.1% below the execution prices), warrants monitoring of subsequent price action and any changes in company fundamentals to assess whether the scale of this departure signals material conviction about near-term prospects.