Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LAKELAND FINANCIAL CORPLKFN · Entity 4705 | Director | February 06, 2017 | February 08, 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 February 06, 2017 · Filed February 08, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 13,837 |
Reported balance
After 2017-02-06 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-02-06 · Purchase · Acquired 29 · Balance 13,837 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 13,866 |
Reported balance
After 2017-02-06 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2017-02-06 · Purchase · Acquired 29 · Balance 13,866 |
| Common StockSEC Table I · non-derivative | Direct | 146,959 |
Ending reported balance
After 2017-02-06 transaction · row 3
2 source rows · reconciled sequenceRow 2 · 2017-02-06 · Purchase · Acquired 469 · Balance 146,805 Row 3 · 2017-02-06 · Purchase · Acquired 154 · Balance 146,959 |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 47,770 |
Reported balance
After 2017-02-06 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-02-06 · Grant · Acquired 202 · Balance 47,770 F1: Each phantom 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Each phantom 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 06, 2017 Filed Feb 8, 2017 17:06 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 202 | $44.57 | $9,002.13 |
DisclosureSEC source: 0001127602-17-004484 · form4.xml · derivative · entry 5 NIEMIER CHARLES E · CIK 0001189194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,770 Underlying: Common Stock · 202 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 17:06 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 29 | $44.57 | $1,292.39 |
DisclosureSEC source: 0001127602-17-004484 · form4.xml · nonDerivative · entry 4 NIEMIER CHARLES E · CIK 0001189194 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 13,866 Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 17:06 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 154 | $44.57 | $6,863.01 |
DisclosureSEC source: 0001127602-17-004484 · form4.xml · nonDerivative · entry 3 NIEMIER CHARLES E · CIK 0001189194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,959 Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 17:06 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 469 | $44.57 | $20,900.99 |
DisclosureSEC source: 0001127602-17-004484 · form4.xml · nonDerivative · entry 2 NIEMIER CHARLES E · CIK 0001189194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,805 Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 17:06 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 29 | $44.57 | $1,292.39 |
DisclosureSEC source: 0001127602-17-004484 · form4.xml · nonDerivative · entry 1 NIEMIER CHARLES E · CIK 0001189194 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 13,837 Read SEC document |
| January 26, 2017 Filed Jan 27, 2017 14:49 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 194 | $46.29 | $8,980.24 |
DisclosureSEC source: 0001127602-17-002534 · form4.xml · derivative · entry 3 NIEMIER CHARLES E · CIK 0001189194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,568 Underlying: Common Stock · 194 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 21:06 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001527 · form4.xml · nonDerivative · entry 1 NIEMIER CHARLES E · CIK 0001189194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,336 Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 21:06 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 362 | $45.57 | $16,494.57 |
DisclosureSEC source: 0001127602-17-001527 · form4.xml · derivative · entry 3 NIEMIER CHARLES E · CIK 0001189194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,374 Underlying: Common Stock · 362 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 |
| November 07, 2016 Filed Nov 8, 2016 14:30 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 245 | $36.30 | $8,894.36 |
DisclosureSEC source: 0001127602-16-066308 · form4.xml · derivative · entry 5 NIEMIER CHARLES E · CIK 0001189194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,012 Underlying: Common Stock · 245 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 |
| November 07, 2016 Filed Nov 8, 2016 14:30 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 35 | $36.30 | $1,270.62 |
DisclosureSEC source: 0001127602-16-066308 · form4.xml · nonDerivative · entry 4 NIEMIER CHARLES E · CIK 0001189194 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 13,808 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 14:30 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 184 | $36.30 | $6,679.84 |
DisclosureSEC source: 0001127602-16-066308 · form4.xml · nonDerivative · entry 3 NIEMIER CHARLES E · CIK 0001189194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,492 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 14:30 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 573 | $36.30 | $20,801.91 |
DisclosureSEC source: 0001127602-16-066308 · form4.xml · nonDerivative · entry 2 NIEMIER CHARLES E · CIK 0001189194 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,308 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 14:30 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 35 | $36.30 | $1,270.62 |
DisclosureSEC source: 0001127602-16-066308 · form4.xml · nonDerivative · entry 1 NIEMIER CHARLES E · CIK 0001189194 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 13,773 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.