person · Reporting owner

BARTMAN TERESA A

Disclosed activity across 1 company

Tapewire entity: 178947
SEC CIK: 0001189362

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
LAKELAND FINANCIAL CORPLKFN · Entity 4705	SVP - Finance & Controller	December 31, 2016	February 13, 2017

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 December 31, 2016 · Filed February 13, 2017

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Indirect401(k) Plan	11,980	Reported balance After 2016-12-31 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 1 · 2016-12-31 · Other · Acquired 264 · Balance 11,980 F1: Salary redirection to 401(k) plan for 2016.
Common StockSEC Table I · non-derivative	Direct	9,594	Reported balance After 2016-12-31 transaction · row 2 1 source row Row 2 · 2016-12-31 · Other · Acquired 204 · Balance 9,594 F2: Dividend reinvestment for 2016.
Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2017-02-01	Direct	1,785	Reported balance Holding disclosure · report date 2016-12-31 · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · Balance 1,785 F3: The Restricted Stock Units are subject to forfeiture based on corporate performance criteria. F4: Each Restricted Stock Unit exercises into 1 share of Common Stock. F5: 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 2018-02-01	Direct	1,500	Reported balance Holding disclosure · report date 2016-12-31 · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · Balance 1,500 F3: The Restricted Stock Units are subject to forfeiture based on corporate performance criteria. F4: Each Restricted Stock Unit exercises into 1 share of Common Stock. F5: 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 2019-02-01	Direct	1,500	Reported balance Holding disclosure · report date 2016-12-31 · row 5 Instrument identity requires review; Table II rows are not merged. 1 source row Row 5 · Balance 1,500 F3: The Restricted Stock Units are subject to forfeiture based on corporate performance criteria. F4: Each Restricted Stock Unit exercises into 1 share of Common Stock. F5: 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: Salary redirection to 401(k) plan for 2016.

F2: Dividend reinvestment for 2016.

F3: The Restricted Stock Units are subject to forfeiture based on corporate performance criteria.

F4: Each Restricted Stock Unit exercises into 1 share of Common Stock.

F5: 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 API

Purchases/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
January 30, 2017 Filed Jan 31, 2017 20:49 UTC	LAKELAND FINANCIAL CORP LKFN · Entity 4705	Exercise / conversionRestricted Stock Units · Derivative	1,785	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001127602-17-003089 · form4.xml · derivative · entry 4 BARTMAN TERESA A · CIK 0001189362 · SVP - Finance & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,785 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 20:49 UTC	LAKELAND FINANCIAL CORP LKFN · Entity 4705	Tax withholdingCommon Stock	658	$45.72	$30,083.76	Disclosure SEC source: 0001127602-17-003089 · form4.xml · nonDerivative · entry 2 BARTMAN TERESA A · CIK 0001189362 · SVP - Finance & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,517 Read SEC document
January 30, 2017 Filed Jan 31, 2017 20:49 UTC	LAKELAND FINANCIAL CORP LKFN · Entity 4705	Exercise / conversionCommon Stock	1,785	$0.00	$0.00	Disclosure SEC source: 0001127602-17-003089 · form4.xml · nonDerivative · entry 1 BARTMAN TERESA A · CIK 0001189362 · SVP - Finance & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,175 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 19:42 UTC	LAKELAND FINANCIAL CORP LKFN · Entity 4705	GrantRestricted Stock Units · Derivative	1,350	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001127602-17-000140 · form4.xml · derivative · entry 3 BARTMAN TERESA A · CIK 0001189362 · SVP - Finance & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350 Underlying: Common Stock · 1,350 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 13:15 UTC	LAKELAND FINANCIAL CORP LKFN · Entity 4705	OtherCommon Stock	204	$33.95	$6,925.80	Disclosure SEC source: 0001127602-17-005104 · form5.xml · nonDerivative · entry 2 BARTMAN TERESA A · CIK 0001189362 · SVP - Finance & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,594 F2 · kind: Dividend reinvestment for 2016. Read SEC document
December 31, 2016 Filed Feb 13, 2017 13:15 UTC	LAKELAND FINANCIAL CORP LKFN · Entity 4705	OtherCommon Stock	264	$33.95	$8,962.80	Disclosure SEC source: 0001127602-17-005104 · form5.xml · nonDerivative · entry 1 BARTMAN TERESA A · CIK 0001189362 · SVP - Finance & Controller 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 11,980 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.