Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LAKELAND FINANCIAL CORPLKFN · Entity 4705 | Director | March 16, 2021 | March 17, 2021 |
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 March 16, 2021 · Filed March 17, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,063 |
Reported balance
After 2021-03-16 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-03-16 · Other · Acquired 6 · Balance 1,063 F1: Dividend reinvestment for 2021. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2021-03-16 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-03-16 · Sale · Disposed 1,063 · Balance 0 |
| Common StockSEC Table I · non-derivative | Direct | 16,378 |
Ending reported balance
After 2021-03-16 transaction · row 5
3 source rows · reconciled sequenceRow 3 · 2021-03-16 · Other · Acquired 106 · Balance 19,891 F1: Dividend reinvestment for 2021. Row 4 · 2021-03-16 · Sale · Disposed 43 · Balance 19,848 Row 5 · 2021-03-16 · Sale · Disposed 3,470 · Balance 16,378 |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 26,165 |
Reported balance
Holding disclosure · report date 2021-03-16 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 26,165 F2: Each phantom stock unit exersises into 1 share of Common Stock. F3: Phantom stock is exercisable after the directors' retirement as a Board member. F4: Phantom shares expire after the directors' retirement as a Board member. |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend reinvestment for 2021.
F2: Each phantom stock unit exersises into 1 share of Common Stock.
F3: Phantom stock is exercisable after the directors' retirement as a Board member.
F4: 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 |
|---|---|---|---|---|---|---|
| May 05, 2017 Filed May 8, 2017 17:14 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 99 | $45.31 | $4,485.48 |
DisclosureSEC source: 0001127602-17-017214 · form4.xml · derivative · entry 3 HIATT THOMAS · CIK 0001241072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,485 Underlying: Common Stock · 99 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom 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 17:00 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 86 | $44.57 | $3,832.59 |
DisclosureSEC source: 0001127602-17-004481 · form4.xml · derivative · entry 3 HIATT THOMAS · CIK 0001241072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,386 Underlying: Common Stock · 86 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom 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 21:01 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001520 · form4.xml · nonDerivative · entry 1 HIATT THOMAS · CIK 0001241072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,431 Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 21:01 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 571 | $45.57 | $26,017.67 |
DisclosureSEC source: 0001127602-17-001520 · form4.xml · derivative · entry 3 HIATT THOMAS · CIK 0001241072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,300 Underlying: Common Stock · 571 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom 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 |
| December 31, 2016 Filed Feb 13, 2017 13:04 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 20 | $33.95 | $679.00 |
DisclosureSEC source: 0001127602-17-005098 · form5.xml · nonDerivative · entry 5 HIATT THOMAS · CIK 0001241072 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 965 F1 · kind: Dividend reinvestment for 2016. Read SEC document |
| December 31, 2016 Filed Feb 13, 2017 13:04 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 87 | $33.95 | $2,953.65 |
DisclosureSEC source: 0001127602-17-005098 · form5.xml · nonDerivative · entry 1 HIATT THOMAS · CIK 0001241072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,616 F1 · kind: Dividend reinvestment for 2016. Read SEC document |
| December 30, 2016 Filed Feb 13, 2017 13:04 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GiftCommon Stock | 1,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005098 · form5.xml · nonDerivative · entry 3 HIATT THOMAS · CIK 0001241072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,616 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 14:23 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 103 | $36.30 | $3,739.26 |
DisclosureSEC source: 0001127602-16-066304 · form4.xml · derivative · entry 3 HIATT THOMAS · CIK 0001241072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,729 Underlying: Common Stock · 103 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom 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 |
| October 27, 2016 Filed Feb 13, 2017 13:04 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GiftCommon Stock | 1,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005098 · form5.xml · nonDerivative · entry 2 HIATT THOMAS · CIK 0001241072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,616 Read SEC document |
| October 17, 2016 Filed Feb 13, 2017 13:04 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GiftCommon Stock | 720 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005098 · form5.xml · nonDerivative · entry 4 HIATT THOMAS · CIK 0001241072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,616 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.