Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LAKELAND FINANCIAL CORPLKFN · Entity 4705 | Senior Vice President | February 06, 2020 | February 06, 2020 |
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 06, 2020 · Filed February 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,462 |
Reported balance
After 2020-02-06 transaction · row 1
1 source rowRow 1 · 2020-02-06 · Sale · Disposed 2,800 · Balance 6,462 |
| Common StockSEC Table I · non-derivative | Indirect401k Plan | 360 |
Reported balance
Holding disclosure · report date 2020-02-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 360 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2021-02-01 | Direct | 4,050 |
Reported balance
Holding disclosure · report date 2020-02-06 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 4,050 F1: The Restricted Stock Units are subject to forfeiture based on corporate performance criteria. F2: Each Restricted Stock Unit exercises into 1 share of Common Stock. F3: Restricted Stock Unit awards are a conditional promise to transfer a share at a specific futurue date and do not have an expiration date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2022-02-01 | Direct | 4,050 |
Reported balance
Holding disclosure · report date 2020-02-06 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 4,050 F1: The Restricted Stock Units are subject to forfeiture based on corporate performance criteria. F2: Each Restricted Stock Unit exercises into 1 share of Common Stock. F3: Restricted Stock Unit awards are a conditional promise to transfer a share at a specific futurue date and do not have an expiration date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2023-02-01 | Direct | 4,050 |
Reported balance
Holding disclosure · report date 2020-02-06 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 4,050 F1: The Restricted Stock Units are subject to forfeiture based on corporate performance criteria. F2: Each Restricted Stock Unit exercises into 1 share of Common Stock. F3: Restricted Stock Unit awards are a conditional promise to transfer a share at a specific futurue date and do not have an expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted Stock Units are subject to forfeiture based on corporate performance criteria.
F2: Each Restricted Stock Unit exercises into 1 share of Common Stock.
F3: Restricted Stock Unit awards are a conditional promise to transfer a share at a specific futurue date and do not have an expiration date.
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 06, 2020 Filed Feb 6, 2020 20:33 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 2,800 | $48.65 | $136,220.00 |
DisclosureSEC source: 0001127602-20-003968 · form4.xml · nonDerivative · entry 1 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,462 Read SEC document |
| February 04, 2020 Filed Feb 4, 2020 18:45 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 4,050 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003410 · form4.xml · derivative · entry 5 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,050 Underlying: Common Stock · 4,050 shares Expires 2023-02-01 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 |
| January 31, 2020 Filed Feb 4, 2020 18:45 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionRestricted Stock Units · Derivative | 5,386 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003410 · form4.xml · derivative · entry 4 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,386 shares Expires 2020-02-01 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 31, 2020 Filed Feb 4, 2020 18:45 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 2,310 | $47.44 | $109,586.40 |
DisclosureSEC source: 0001127602-20-003410 · form4.xml · nonDerivative · entry 2 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,262 Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 18:45 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionCommon Stock | 5,386 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003410 · form4.xml · nonDerivative · entry 1 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,572 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 |
| December 31, 2019 Filed Feb 6, 2020 18:20 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 349 | $45.73 | $15,959.77 |
DisclosureSEC source: 0001127602-20-003892 · form5.xml · nonDerivative · entry 1 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 360 F1 · kind: Salary redirection to 401(k) plan for 2019. Read SEC document |
| April 30, 2019 Filed May 1, 2019 14:54 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 4,200 | $48.00 | $201,600.00 |
DisclosureSEC source: 0001127602-19-016617 · form4.xml · nonDerivative · entry 1 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,186 Read SEC document |
| February 05, 2019 Filed Feb 5, 2019 19:18 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 4,050 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-003991 · form4.xml · derivative · entry 2 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,050 Underlying: Common Stock · 4,050 shares Expires 2022-02-01 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 |
| February 05, 2019 Filed Feb 6, 2019 20:04 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 3,672 | $45.39 | $166,672.08 |
DisclosureSEC source: 0001127602-19-004286 · form4.xml · nonDerivative · entry 1 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,386 Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 17:47 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionRestricted Stock Units · Derivative | 6,390 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-003970 · form4.xml · derivative · entry 3 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,390 shares Expires 2019-02-01 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 |
| February 01, 2019 Filed Feb 5, 2019 17:47 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 2,718 | $45.32 | $123,179.76 |
DisclosureSEC source: 0001127602-19-003970 · form4.xml · nonDerivative · entry 2 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,058 Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 17:47 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionCommon Stock | 6,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-003970 · form4.xml · nonDerivative · entry 1 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,776 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 |
| December 31, 2018 Filed Feb 14, 2019 16:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 11 | $47.22 | $519.42 |
DisclosureSEC source: 0001127602-19-005927 · form5.xml · nonDerivative · entry 1 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 11 F1 · kind: Salary redirection to 401(k) plan for 2018. Read SEC document |
| September 10, 2018 Filed Sep 12, 2018 19:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 1,800 | $48.81 | $87,858.00 |
DisclosureSEC source: 0001127602-18-027457 · form4.xml · nonDerivative · entry 2 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 0 Read SEC document |
| September 10, 2018 Filed Sep 12, 2018 19:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 186 | $48.55 | $9,030.30 |
DisclosureSEC source: 0001127602-18-027457 · form4.xml · nonDerivative · entry 1 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 1,800 F1 · kind: Salary redirection to 401(k) plan for 2018. Read SEC document |
| March 13, 2018 Filed Mar 13, 2018 14:32 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 1,400 | $48.60 | $68,040.00 |
DisclosureSEC source: 0001127602-18-011312 · form4.xml · nonDerivative · entry 1 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,386 Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 14:54 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionRestricted Stock Units · Derivative | 5,850 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004209 · form4.xml · derivative · entry 4 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,850 shares Expires 2018-02-01 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 |
| February 02, 2018 Filed Feb 6, 2018 14:54 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 2,196 | $48.21 | $105,869.16 |
DisclosureSEC source: 0001127602-18-004209 · form4.xml · nonDerivative · entry 2 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,786 Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 14:54 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionCommon Stock | 5,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004209 · form4.xml · nonDerivative · entry 1 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,982 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, 2018 Filed Jan 2, 2018 20:16 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 4,050 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-000099 · form4.xml · derivative · entry 3 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,050 Underlying: Common Stock · 4,050 shares Expires 2021-02-01 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, 2017 Filed Feb 14, 2018 13:40 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 814 | $45.84 | $37,313.76 |
DisclosureSEC source: 0001127602-18-005626 · form5.xml · nonDerivative · entry 1 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 1,614 F1 · kind: Salary redirection to 401(k) plan for 2017. Read SEC document |
| September 05, 2017 Filed Sep 6, 2017 15:17 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 800 | $43.31 | $34,648.00 |
DisclosureSEC source: 0001127602-17-027009 · form4.xml · nonDerivative · entry 1 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,132 Read SEC document |
| May 30, 2017 Filed May 30, 2017 15:08 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 300 | $42.62 | $12,785.46 |
DisclosureSEC source: 0001127602-17-019617 · form4.xml · nonDerivative · entry 2 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,932 Read SEC document |
| May 30, 2017 Filed May 30, 2017 15:08 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 300 | $42.60 | $12,780.03 |
DisclosureSEC source: 0001127602-17-019617 · form4.xml · nonDerivative · entry 1 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,232 Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 20:36 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionRestricted Stock Units · Derivative | 5,355 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003080 · form4.xml · derivative · entry 3 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,355 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 20:36 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 1,755 | $45.72 | $80,238.60 |
DisclosureSEC source: 0001127602-17-003080 · form4.xml · nonDerivative · entry 2 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,532 Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 20:36 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionCommon Stock | 5,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003080 · form4.xml · nonDerivative · entry 1 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,287 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 19:36 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 4,050 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000131 · form4.xml · derivative · entry 2 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,050 Underlying: Common Stock · 4,050 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 13:19 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 800 | $33.95 | $27,160.00 |
DisclosureSEC source: 0001127602-17-005106 · form5.xml · nonDerivative · entry 1 DE BATTY JILL A · CIK 0001189380 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401k Plan Disclosed balance after: 800 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.