Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LAKELAND FINANCIAL CORPLKFN · Entity 4705 | Director | February 07, 2022 | February 07, 2022 |
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 February 07, 2022 · Filed February 07, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 17,357 |
Reported balance
After 2022-02-07 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-02-07 · Grant · Acquired 85 · Balance 17,357 F1: Each Phontom stock unit exersises into 1 share of Common Stock. F2: Phantom stock is exercisable after the directors' retirement as a Board member. F3: Phantom shares expire after the directors' retirement as a Board member. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 7,774 |
Reported balance
Holding disclosure · report date 2022-02-07 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 7,774 |
| Common StockSEC Table I · non-derivative | IndirectBy LLC | 30,000 |
Reported balance
Holding disclosure · report date 2022-02-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 30,000 |
| Common StockSEC Table I · non-derivative | Direct | 18,413 |
Reported balance
Holding disclosure · report date 2022-02-07 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 18,413 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Phontom stock unit exersises into 1 share of Common Stock.
F2: Phantom stock is exercisable after the directors' retirement as a Board member.
F3: Phantom shares expire after the directors' retirement as a Board member.
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 07, 2022 Filed Feb 7, 2022 19:27 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 85 | $80.80 | $6,868.09 |
DisclosureSEC source: 0001127602-22-003500 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,357 Underlying: Common Stock · 85 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 14:40 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001408 · form4.xml · nonDerivative · entry 1 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,413 Read SEC document |
| January 07, 2022 Filed Jan 10, 2022 14:42 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 302 | $82.72 | $24,980.29 |
DisclosureSEC source: 0001127602-22-001186 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,272 Underlying: Common Stock · 302 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 20:04 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 78 | $73.76 | $5,753.27 |
DisclosureSEC source: 0001127602-21-028665 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,970 Underlying: Common Stock · 78 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 18:00 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 84 | $68.33 | $5,739.76 |
DisclosureSEC source: 0001127602-21-023316 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,892 Underlying: Common Stock · 84 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| July 13, 2021 Filed Jul 15, 2021 18:28 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021974 · form4.xml · nonDerivative · entry 1 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,763 Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 17:00 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 406 | $61.61 | $25,012.08 |
DisclosureSEC source: 0001127602-21-021499 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,808 Underlying: Common Stock · 406 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| May 05, 2021 Filed May 6, 2021 13:11 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 84 | $66.00 | $5,544.00 |
DisclosureSEC source: 0001127602-21-015624 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,402 Underlying: Common Stock · 84 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| February 05, 2021 Filed Feb 8, 2021 19:52 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 89 | $61.79 | $5,499.70 |
DisclosureSEC source: 0001127602-21-004325 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,318 Underlying: Common Stock · 89 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| January 12, 2021 Filed Jan 13, 2021 16:58 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-001584 · form4.xml · nonDerivative · entry 1 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,113 Read SEC document |
| January 08, 2021 Filed Jan 11, 2021 14:23 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 418 | $59.76 | $24,979.26 |
DisclosureSEC source: 0001127602-21-001358 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,229 Underlying: Common Stock · 418 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| November 05, 2020 Filed Nov 6, 2020 14:12 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 96 | $49.32 | $4,734.65 |
DisclosureSEC source: 0001127602-20-028310 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,811 Underlying: Common Stock · 96 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| August 05, 2020 Filed Aug 6, 2020 14:42 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 104 | $44.83 | $4,662.34 |
DisclosureSEC source: 0001127602-20-023014 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,715 Underlying: Common Stock · 104 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| July 14, 2020 Filed Jul 15, 2020 18:17 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021558 · form4.xml · nonDerivative · entry 1 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,463 Read SEC document |
| July 06, 2020 Filed Jul 7, 2020 14:41 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 554 | $45.11 | $24,988.23 |
DisclosureSEC source: 0001127602-20-021258 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,611 Underlying: Common Stock · 554 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| May 05, 2020 Filed May 6, 2020 13:27 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 109 | $41.22 | $4,492.73 |
DisclosureSEC source: 0001127602-20-015593 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,057 Underlying: Common Stock · 109 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| February 05, 2020 Filed Feb 6, 2020 15:29 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 93 | $48.21 | $4,483.73 |
DisclosureSEC source: 0001127602-20-003861 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,948 Underlying: Common Stock · 93 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| January 14, 2020 Filed Jan 15, 2020 17:50 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001633 · form4.xml · nonDerivative · entry 1 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,813 Read SEC document |
| January 03, 2020 Filed Jan 6, 2020 15:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 361 | $48.49 | $17,504.67 |
DisclosureSEC source: 0001127602-20-000985 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,855 Underlying: Common Stock · 361 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 14:02 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 91 | $47.38 | $4,311.97 |
DisclosureSEC source: 0001127602-19-032097 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,494 Underlying: Common Stock · 91 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| August 05, 2019 Filed Aug 6, 2019 18:39 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 97 | $43.98 | $4,266.35 |
DisclosureSEC source: 0001127602-19-026152 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,403 Underlying: Common Stock · 97 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| July 09, 2019 Filed Jul 9, 2019 18:51 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-024236 · form4.xml · nonDerivative · entry 1 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,163 Read SEC document |
| July 05, 2019 Filed Jul 9, 2019 18:51 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 377 | $46.48 | $17,524.24 |
DisclosureSEC source: 0001127602-19-024236 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,306 Underlying: Common Stock · 377 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| May 08, 2019 Filed May 9, 2019 13:10 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 87 | $47.80 | $4,158.45 |
DisclosureSEC source: 0001127602-19-017822 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,929 Underlying: Common Stock · 87 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 17:48 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 78 | $45.42 | $3,543.13 |
DisclosureSEC source: 0001127602-19-004445 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,842 Underlying: Common Stock · 78 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| January 08, 2019 Filed Jan 9, 2019 15:33 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-001690 · form4.xml · nonDerivative · entry 1 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,513 Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 17:40 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 418 | $41.89 | $17,511.57 |
DisclosureSEC source: 0001127602-19-001556 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,764 Underlying: Common Stock · 418 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| November 05, 2018 Filed Nov 7, 2018 13:55 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 79 | $43.68 | $3,451.10 |
DisclosureSEC source: 0001127602-18-032352 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,346 Underlying: Common Stock · 79 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| August 06, 2018 Filed Aug 7, 2018 16:43 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 71 | $48.34 | $3,431.82 |
DisclosureSEC source: 0001127602-18-024813 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,267 Underlying: Common Stock · 71 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| July 10, 2018 Filed Jul 11, 2018 14:56 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-023083 · form4.xml · nonDerivative · entry 1 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,863 Read SEC document |
| July 05, 2018 Filed Jul 9, 2018 20:03 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 359 | $48.78 | $17,513.20 |
DisclosureSEC source: 0001127602-18-022975 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,196 Underlying: Common Stock · 359 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| May 07, 2018 Filed May 8, 2018 19:51 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 69 | $48.15 | $3,322.65 |
DisclosureSEC source: 0001127602-18-016615 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,837 Underlying: Common Stock · 69 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 13:58 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 58 | $48.31 | $2,801.80 |
DisclosureSEC source: 0001127602-18-004203 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,768 Underlying: Common Stock · 58 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| January 09, 2018 Filed Jan 9, 2018 21:17 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001456 · form4.xml · nonDerivative · entry 1 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,213 Read SEC document |
| January 05, 2018 Filed Jan 9, 2018 21:17 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 422 | $48.53 | $20,481.73 |
DisclosureSEC source: 0001127602-18-001456 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,710 Underlying: Common Stock · 422 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| November 07, 2017 Filed Nov 8, 2017 19:02 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 55 | $48.90 | $2,689.74 |
DisclosureSEC source: 0001127602-17-031588 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,288 Underlying: Common Stock · 55 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| August 07, 2017 Filed Aug 8, 2017 14:08 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 58 | $46.17 | $2,677.66 |
DisclosureSEC source: 0001127602-17-025189 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,233 Underlying: Common Stock · 58 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| July 11, 2017 Filed Jul 12, 2017 13:38 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023541 · form4.xml · nonDerivative · entry 1 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,563 Read SEC document |
| July 06, 2017 Filed Jul 7, 2017 19:41 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 462 | $46.50 | $21,484.85 |
DisclosureSEC source: 0001127602-17-023362 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,175 Underlying: Common Stock · 462 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| May 05, 2017 Filed May 8, 2017 17:32 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 57 | $45.31 | $2,582.55 |
DisclosureSEC source: 0001127602-17-017223 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,713 Underlying: Common Stock · 57 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 17:17 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 49 | $44.57 | $2,183.69 |
DisclosureSEC source: 0001127602-17-004492 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,656 Underlying: Common Stock · 49 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 21:26 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001549 · form4.xml · nonDerivative · entry 1 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,719 Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 21:26 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 472 | $45.57 | $21,506.73 |
DisclosureSEC source: 0001127602-17-001549 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,607 Underlying: Common Stock · 472 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 14:46 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 59 | $36.30 | $2,141.91 |
DisclosureSEC source: 0001127602-16-066318 · form4.xml · derivative · entry 4 Truex Ronald · CIK 0001503452 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,135 Underlying: Common Stock · 59 shares Expires not disclosed F1 · derivative.exercise_price: Each Phontom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. F4 · balance_after: To adjust share balance for additional shares received from stock split. 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.