Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LAKELAND FINANCIAL CORPLKFN · Entity 4705 | EVP & CCO | January 27, 2023 | January 31, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
LAKELAND FINANCIAL CORP
Report date January 27, 2023 · Filed January 31, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,040 |
Ending reported balance
After 2023-01-27 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2023-01-27 · Grant · Acquired 6,372 · Balance 7,722 F1: On February 4, 2020 the reporting person was granted an award of 5,400 restricted stock units that were subject to vesting based on individual and corporate performance criteria, which grant was previously reported on Table II. The issuer's Compensation Committee determined that 6,372 shares of common stock would be issued in settlement of the award. Row 2 · 2023-01-27 · Grant · Acquired 3,733 · Balance 11,455 F2: On February 2, 2021 the reporting person was granted an award of 5,400 restricted stock units that were subject to vesting based on individual and corporate performance criteria, which grant was previously reported on Table II. The issuer's Compensation Committee determined that 3,733 shares of common stock would be issued in settlement of the award. Row 3 · 2023-01-27 · Grant · Acquired 555 · Balance 12,010 Row 4 · 2023-01-27 · Tax withholding · Disposed 4,970 · Balance 7,040 |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 10,399 |
Reported balance
Holding disclosure · report date 2023-01-27 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 10,399 |
Filing footnotes · ownership attribution and instrument terms
F1: On February 4, 2020 the reporting person was granted an award of 5,400 restricted stock units that were subject to vesting based on individual and corporate performance criteria, which grant was previously reported on Table II. The issuer's Compensation Committee determined that 6,372 shares of common stock would be issued in settlement of the award.
F2: On February 2, 2021 the reporting person was granted an award of 5,400 restricted stock units that were subject to vesting based on individual and corporate performance criteria, which grant was previously reported on Table II. The issuer's Compensation Committee determined that 3,733 shares of common stock would be issued in settlement of the award.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 15, 2017 Filed Feb 15, 2017 20:40 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 1,678 | $45.40 | $76,177.17 |
DisclosureSEC source: 0001127602-17-006258 · form4.xml · nonDerivative · entry 1 Gavin Michael E · CIK 0001525213 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 19:50 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionRestricted Stock Units · Derivative | 7,140 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003055 · form4.xml · derivative · entry 4 Gavin Michael E · CIK 0001525213 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,140 shares Expires 2017-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: The Restricted Stock Units are subject to forfeiture based on corporate performance criteria. F2 · derivative.exercise_price: Each Restricted Stock Unit exercises into 1 share of Common Stock. F3 · derivative.expiration_date: Restricted Stock Unit awards are a conditional promise to transfer a share at a specific futurue date and do not have an expiration date. F4 · derivative.underlying_shares: Shares adjusted due to performance criteria. Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 19:50 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 2,258 | $45.72 | $103,235.76 |
DisclosureSEC source: 0001127602-17-003055 · form4.xml · nonDerivative · entry 2 Gavin Michael E · CIK 0001525213 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,178 Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 19:50 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionCommon Stock | 7,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003055 · form4.xml · nonDerivative · entry 1 Gavin Michael E · CIK 0001525213 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,436 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 01, 2017 Filed Jan 3, 2017 19:28 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 5,400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000115 · form4.xml · derivative · entry 3 Gavin Michael E · CIK 0001525213 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,400 Underlying: Common Stock · 5,400 shares Expires 2020-02-01 F1 · security: The Restricted Stock Units are subject to forfeiture based on corporate performance criteria. F2 · derivative.exercise_price: Each Restricted Stock Unit exercises into 1 share of Common Stock. F3 · derivative.expiration_date: Restricted Stock Unit awards are a conditional promise to transfer a share at a specific futurue date and do not have an expiration date. Read SEC document |
| December 31, 2016 Filed Feb 13, 2017 13:25 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 678 | $33.95 | $23,018.10 |
DisclosureSEC source: 0001127602-17-005110 · form5.xml · nonDerivative · entry 1 Gavin Michael E · CIK 0001525213 · EVP & CCO 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 13,789 F1 · kind: Salary redirection to 401(k) plan for 2016. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.