Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LAKELAND FINANCIAL CORPLKFN · Entity 4705 | Director | August 05, 2026 | August 06, 2026 |
| PATRICK INDUSTRIES INCPATK · Entity 4317 | Director | June 10, 2026 | June 12, 2026 |
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 August 05, 2026 · Filed August 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 62,201 |
Reported balance
After 2026-08-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-05 · Grant · Acquired 507 · Balance 62,201 F1: Each phantom stock unit exercises 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 exercises 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.
PATRICK INDUSTRIES INC
Report date June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 3,392 |
Reported balance
After 2026-06-10 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-06-10 · Purchase · Acquired 100 · Balance 3,392 F1: Reflects portion of the shares purchased through entities that are controlled by the reporting person in which the reporting person has a pecuniary interest. The reporting person disclaims beneficial ownership of other shares purchased by the entities. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 156,000 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 156,000 |
| Common StockSEC Table I · non-derivative | Direct | 33,366 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 33,366 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects portion of the shares purchased through entities that are controlled by the reporting person in which the reporting person has a pecuniary interest. The reporting person disclaims beneficial ownership of other shares purchased by the entities.
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 |
|---|---|---|---|---|---|---|
| August 05, 2026 Filed Aug 6, 2026 19:25 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 507 | $63.25 | $32,067.75 |
DisclosureSEC source: 0001189422-26-000031 · wk-form4_1786044343.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,201 Underlying: Common Stock · 507 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exercises 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 08, 2026 Filed Jul 10, 2026 14:31 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 366 | $61.55 | $22,526.93 |
DisclosureSEC source: 0001189422-26-000029 · wk-form4_1783693887.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,694 Underlying: Common Stock · 366 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exercises 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 |
| June 10, 2026 Filed Jun 12, 2026 01:43 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 100 | $83.85 | $8,385.00 |
DisclosureSEC source: 0001189422-26-000027 · wk-form4_1781228628.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 3,392 F1 · ownership.nature: Reflects portion of the shares purchased through entities that are controlled by the reporting person in which the reporting person has a pecuniary interest. The reporting person disclaims beneficial ownership of other shares purchased by the entities. Read SEC document |
| May 19, 2026 Filed May 21, 2026 21:06 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 100 | $89.44 | $8,944.00 |
DisclosureSEC source: 0001189422-26-000025 · wk-form4_1779397575.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 3,292 F1 · ownership.nature: Reflects portion of the shares purchased through entities that are controlled by the reporting person in which the reporting person has a pecuniary interest. The reporting person disclaims beneficial ownership of other shares purchased by the entities. Read SEC document |
| May 14, 2026 Filed May 18, 2026 20:42 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 1,594 | $0.00 | $0.00 |
DisclosureSEC source: 0001189422-26-000023 · wk-form4_1779136943.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,366 F1 · shares: Annual Director's Stock Grant awarded on May 14, 2026 and vesting on May 14, 2027. F1 · price: Annual Director's Stock Grant awarded on May 14, 2026 and vesting on May 14, 2027. Read SEC document |
| May 05, 2026 Filed May 6, 2026 11:53 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 50 | $88.41 | $4,420.50 |
DisclosureSEC source: 0001189422-26-000019 · wk-form4_1778068433.xml · nonDerivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 3,192 F3 · ownership.nature: Reflects purchases of shares of the issuer through an entity that is controlled by the reporting person in which the reporting person has a pecuniary interest. The reporting person disclaims beneficial ownership of other shares purchased by the entity. The amount of securities benefically owned following the reported transaction represent the reporting person's pecuniary interest percentage. Read SEC document |
| May 05, 2026 Filed May 6, 2026 11:53 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 10,000 | $88.23 | $882,250.00 |
DisclosureSEC source: 0001189422-26-000019 · wk-form4_1778068433.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 156,000 F1 · shares: Reflects shares purchased by the Reporting Person's spouse for which the Reporting Person disclaims beneficial ownership. F2 · price: The price quoted in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $85.50 to $88.975, inclusive. The reporting person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the price range set forth in this footnote. Read SEC document |
| May 05, 2026 Filed May 6, 2026 13:05 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 510 | $61.92 | $31,580.02 |
DisclosureSEC source: 0001189422-26-000021 · wk-form4_1778072719.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,328 Underlying: Common Stock · 510 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exercises 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 |
| March 12, 2026 Filed Mar 13, 2026 00:57 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 10,000 | $113.68 | $1,136,821.00 |
DisclosureSEC source: 0001189422-26-000017 · wk-form4_1773363426.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 146,000 F1 · price: The price quoted in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $113.46 to $113.885, inclusive. The reporting person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the price range set forth in this footnote. Read SEC document |
| March 12, 2026 Filed Mar 12, 2026 19:20 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 10,000 | $56.23 | $562,314.00 |
DisclosureSEC source: 0001189422-26-000015 · wk-form4_1773343203.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 212,006 Read SEC document |
| March 09, 2026 Filed Mar 10, 2026 14:01 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 5,000 | $55.45 | $277,250.00 |
DisclosureSEC source: 0001189422-26-000011 · wk-form4_1773151301.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLP Disclosed balance after: 54,000 Read SEC document |
| March 06, 2026 Filed Mar 10, 2026 21:26 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 50 | $116.40 | $5,820.00 |
DisclosureSEC source: 0001189422-26-000013 · wk-form4_1773177984.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 3,142 F1 · ownership.nature: Reflects purchases of shares of the issuer through an entity that is controlled by the reporting person in which the reporting person has a pecuniary interest. The reporting person disclaims beneficial ownership of other shares purchased by the entity. The amount of securities beneficially owned following the reported transaction represent the reporting person's pecuniary interest percentage. Read SEC document |
| February 27, 2026 Filed Feb 28, 2026 01:32 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 60 | $122.75 | $7,365.00 |
DisclosureSEC source: 0001189422-26-000009 · wk-form4_1772242369.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 3,092 F1 · ownership.nature: Reflects purchases of shares of the issuer through an entity that is controlled by the reporting person in which the report person has a pecuniary interest. The reporting person disclaims beneficial ownership of other shares purchased by the entity. The amount of securities benefically owned following the reported transaction represent the reporting person's pecuniary interest percentage. Read SEC document |
| February 27, 2026 Filed Feb 27, 2026 18:48 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 10,000 | $57.95 | $579,500.00 |
DisclosureSEC source: 0001189422-26-000006 · wk-form4_1772218106.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLP Disclosed balance after: 49,000 Read SEC document |
| February 05, 2026 Filed Feb 6, 2026 20:01 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 505 | $62.10 | $31,360.50 |
DisclosureSEC source: 0001189422-26-000004 · wk-form4_1770408081.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,818 Underlying: Common Stock · 505 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exercises 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 13, 2026 Filed Jan 14, 2026 19:09 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001189422-26-000002 · wk-form4_1768417760.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,907 Read SEC document |
| January 12, 2026 Filed Jan 14, 2026 19:09 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 309 | $56.69 | $17,518.54 |
DisclosureSEC source: 0001189422-26-000002 · wk-form4_1768417760.xml · derivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,313 Underlying: Common Stock · 309 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exercises 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, 2025 Filed Nov 6, 2025 21:49 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 511 | $58.19 | $29,733.81 |
DisclosureSEC source: 0001189422-25-000005 · wk-form4_1762465760.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,004 Underlying: Common Stock · 511 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exercises 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, 2025 Filed Aug 6, 2025 17:40 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 480 | $61.51 | $29,526.14 |
DisclosureSEC source: 0000721994-25-000211 · wk-form4_1754502004.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,493 Underlying: Common Stock · 480 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exercises 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 08, 2025 Filed Jul 9, 2025 19:32 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-25-000181 · wk-form4_1752089521.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 202,006 Read SEC document |
| July 07, 2025 Filed Jul 9, 2025 19:32 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 268 | $65.29 | $17,496.43 |
DisclosureSEC source: 0000721994-25-000181 · wk-form4_1752089521.xml · derivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,013 Underlying: Common Stock · 268 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 |
| June 02, 2025 Filed Jun 5, 2025 00:57 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 71 | $82.59 | $5,863.89 |
DisclosureSEC source: 0000076605-25-000162 · wk-form4_1749085036.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 3,032 F1 · price: The price quoted in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $82.50 to $82.65, inclusive. The reporting person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the price range set forth in this footnote. F2 · ownership.nature: Reflects portion of the shares purchased through entities that are controlled by the reporting person in which the reporting person has a pecuniary interest. The reporting person disclaims beneficial ownership of other shares purchased by the entities. Read SEC document |
| May 15, 2025 Filed May 17, 2025 00:17 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-25-000136 · wk-form4_1747441022.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,772 F1 · shares: Annual Director's Stock Grant awarded on May 15, 2025 and vesting on May 15, 2026. F1 · price: Annual Director's Stock Grant awarded on May 15, 2025 and vesting on May 15, 2026. Read SEC document |
| May 05, 2025 Filed May 6, 2025 13:30 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 495 | $58.85 | $29,133.18 |
DisclosureSEC source: 0000721994-25-000142 · wk-form4_1746538236.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,745 Underlying: Common Stock · 495 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 |
| March 13, 2025 Filed Mar 18, 2025 01:10 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 2,500 | $84.63 | $211,562.50 |
DisclosureSEC source: 0000076605-25-000093 · wk-form4_1742260194.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 2,961 F1 · shares: Reflects purchases of shares of the issuer through entities that are controlled by the reporting person in which the report person has a pecuniary interest. The reporting person disclaims beneficial ownership of other shares purchased by the entities. The amount of securities benefically owned following the reported transaction represent the reporting person's pecuniary interest percentage. F2 · price: The price quoted in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $84.50 to $84.75, inclusive. The reporting person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the price range set forth in this footnote. Read SEC document |
| March 11, 2025 Filed Mar 12, 2025 14:30 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 5,000 | $61.40 | $307,000.00 |
DisclosureSEC source: 0000721994-25-000102 · wk-form4_1741789823.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLP Disclosed balance after: 39,000 Read SEC document |
| March 11, 2025 Filed Mar 14, 2025 01:14 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | OtherCommon Stock | 11,060 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-25-000090 · wk-form4_1741914838.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 461 F2 · shares: Reflects an adjustment to the shares of the issuer owned through entities that are controlled by the reporting person in which the reporting person has a pecuniary interest. The reporting person disclaims beneficial ownership of other shares purchased by the entities. The amount of securities benefically owned following the reported transaction represent the reporting person's pecuniary interest percentage. F2 · balance_after: Reflects an adjustment to the shares of the issuer owned through entities that are controlled by the reporting person in which the reporting person has a pecuniary interest. The reporting person disclaims beneficial ownership of other shares purchased by the entities. The amount of securities benefically owned following the reported transaction represent the reporting person's pecuniary interest percentage. F2 · ownership.nature: Reflects an adjustment to the shares of the issuer owned through entities that are controlled by the reporting person in which the reporting person has a pecuniary interest. The reporting person disclaims beneficial ownership of other shares purchased by the entities. The amount of securities benefically owned following the reported transaction represent the reporting person's pecuniary interest percentage. Read SEC document |
| March 11, 2025 Filed Mar 14, 2025 01:14 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 10,000 | $86.22 | $862,215.00 |
DisclosureSEC source: 0000076605-25-000090 · wk-form4_1741914838.xml · nonDerivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 136,000 F1 · price: The price quoted in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $86.05 to $86.25, inclusive. The reporting person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the price range set forth in this footnote. Read SEC document |
| March 10, 2025 Filed Mar 10, 2025 20:59 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 9,396 | $61.29 | $575,835.74 |
DisclosureSEC source: 0000721994-25-000100 · wk-form4_1741640380.xml · nonDerivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 201,356 Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 20:59 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 604 | $62.15 | $37,538.60 |
DisclosureSEC source: 0000721994-25-000100 · wk-form4_1741640380.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 191,960 Read SEC document |
| February 05, 2025 Filed Feb 5, 2025 21:05 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 432 | $66.95 | $28,922.40 |
DisclosureSEC source: 0000721994-25-000067 · wk-form4_1738789534.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,250 Underlying: Common Stock · 432 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 14, 2025 Filed Jan 15, 2025 18:42 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-25-000030 · wk-form4_1736966519.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 191,356 Read SEC document |
| January 06, 2025 Filed Jan 7, 2025 14:35 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 253 | $69.07 | $17,474.74 |
DisclosureSEC source: 0000721994-25-000002 · wk-form4_1736260535.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,818 Underlying: Common Stock · 253 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, 2024 Filed Nov 8, 2024 21:59 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GiftCommon Stock | 1,355 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-24-000167 · wk-form4_1731103175.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Corporation Disclosed balance after: 23,645 Read SEC document |
| November 05, 2024 Filed Nov 6, 2024 17:45 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 418 | $65.71 | $27,467.03 |
DisclosureSEC source: 0000721994-24-000151 · wk-form4_1730915111.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,565 Underlying: Common Stock · 418 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit exercises 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, 2024 Filed Aug 6, 2024 15:39 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 436 | $62.34 | $27,182.38 |
DisclosureSEC source: 0000721994-24-000118 · wk-form4_1722958777.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,147 Underlying: Common Stock · 436 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 |
| July 09, 2024 Filed Jul 10, 2024 18:31 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-24-000076 · wk-form4_1720636265.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 190,706 Read SEC document |
| July 05, 2024 Filed Jul 8, 2024 17:17 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 289 | $60.67 | $17,533.17 |
DisclosureSEC source: 0000721994-24-000070 · wk-form4_1720459039.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,711 Underlying: Common Stock · 289 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 |
| May 16, 2024 Filed May 20, 2024 21:53 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 1,245 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-24-000122 · wk-form4_1716242026.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,031 F1 · price: Annual Director's Stock Grant awarded on May 16, 2024 and vesting on May 16, 2025. Read SEC document |
| May 06, 2024 Filed May 7, 2024 18:07 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 434 | $61.87 | $26,853.19 |
DisclosureSEC source: 0001189422-24-000006 · wk-form4_1715105210.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,422 Underlying: Common Stock · 434 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 |
| March 01, 2024 Filed Mar 2, 2024 01:20 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 121 | $119.05 | $14,405.05 |
DisclosureSEC source: 0000076605-24-000082 · wk-form4_1709342445.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 7,681 F1 · ownership.nature: Reflects portion of the shares purchased through an entity that is controlled by the reporting person in which the reporting person has a pecuniary interest. The reporting person disclaims beneficial ownership of other shares purchased by the entity. Read SEC document |
| February 15, 2024 Filed Feb 17, 2024 01:45 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 150 | $110.58 | $16,587.50 |
DisclosureSEC source: 0000076605-24-000062 · wk-form4_1708134318.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 7,802 F1 · shares: Reflects portion of the shares sold through an entity that is controlled by the reporting person in which the reporting person has a pecuniary interest. The reporting person disclaims beneficial ownership of other shares sold by the entity. F2 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.25 to $111.00, inclusive. The reporting person undertakes to provide to Patrick Industries, Inc., any security holder of Patrick Industries, Inc., or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the price range set forth in this footnote. F3 · ownership.nature: Reflects portion of the shares purchased through an entity that is controlled by the reporting person in which the reporting person has a pecuniary interest. The reporting person disclaims beneficial ownership of other shares purchased by the entity. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 18:26 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 412 | $64.77 | $26,687.26 |
DisclosureSEC source: 0001127602-24-003655 · form4.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,988 Underlying: Common Stock · 412 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 09, 2024 Filed Jan 11, 2024 15:22 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001186 · form4.xml · nonDerivative · entry 4 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 190,056 Read SEC document |
| January 05, 2024 Filed Jan 8, 2024 16:58 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 274 | $63.80 | $17,481.15 |
DisclosureSEC source: 0001127602-24-001021 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,576 Underlying: Common Stock · 274 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 06, 2023 Filed Nov 7, 2023 19:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 475 | $53.15 | $25,245.54 |
DisclosureSEC source: 0001127602-23-026938 · form4.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,302 Underlying: Common Stock · 475 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 |
| September 06, 2023 Filed Sep 7, 2023 10:19 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 6,080 | $50.80 | $308,846.37 |
DisclosureSEC source: 0001127602-23-023828 · form4.xml · nonDerivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 189,406 Read SEC document |
| September 05, 2023 Filed Sep 7, 2023 10:19 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 3,920 | $50.98 | $199,849.05 |
DisclosureSEC source: 0001127602-23-023828 · form4.xml · nonDerivative · entry 4 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 183,326 Read SEC document |
| August 07, 2023 Filed Aug 7, 2023 19:43 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 448 | $55.82 | $25,006.55 |
DisclosureSEC source: 0001127602-23-022108 · form4.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,827 Underlying: Common Stock · 448 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 |
| July 11, 2023 Filed Jul 12, 2023 14:52 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-020581 · form4.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 179,406 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.