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 |
|---|---|---|---|---|---|---|
| July 10, 2023 Filed Jul 10, 2023 18:15 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 357 | $48.97 | $17,482.22 |
DisclosureSEC source: 0001127602-23-020502 · form4.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,379 Underlying: Common Stock · 357 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 25, 2023 Filed May 27, 2023 00:56 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 1,803 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-23-000104 · wk-form4_1685148967.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,786 F1 · price: Annual Director's Stock Grant awarded on May 25, 2023 and vesting on May 25, 2024. Read SEC document |
| May 09, 2023 Filed May 9, 2023 17:52 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 10,000 | $45.90 | $459,009.00 |
DisclosureSEC source: 0001127602-23-014985 · form4.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 178,756 Read SEC document |
| May 05, 2023 Filed May 8, 2023 16:03 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 515 | $47.85 | $24,645.07 |
DisclosureSEC source: 0001127602-23-014801 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,022 Underlying: Common Stock · 515 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 |
| April 28, 2023 Filed May 1, 2023 15:44 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 5,000 | $51.50 | $257,500.00 |
DisclosureSEC source: 0001127602-23-013847 · form4.xml · nonDerivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Corporation Disclosed balance after: 25,000 Read SEC document |
| April 28, 2023 Filed May 1, 2023 15:44 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 5,000 | $51.65 | $258,250.00 |
DisclosureSEC source: 0001127602-23-013847 · form4.xml · nonDerivative · entry 4 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Corporation Disclosed balance after: 20,000 Read SEC document |
| March 13, 2023 Filed Mar 14, 2023 12:40 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 11,715 | $64.31 | $753,420.94 |
DisclosureSEC source: 0001127602-23-009993 · form4.xml · nonDerivative · entry 4 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 168,756 Read SEC document |
| March 13, 2023 Filed Mar 14, 2023 12:40 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 5,000 | $63.75 | $318,750.00 |
DisclosureSEC source: 0001127602-23-009993 · form4.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 15,000 Read SEC document |
| March 10, 2023 Filed Mar 13, 2023 17:17 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 4,984 | $64.38 | $320,869.92 |
DisclosureSEC source: 0001127602-23-009837 · form4.xml · nonDerivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 10,000 Read SEC document |
| March 09, 2023 Filed Mar 13, 2023 17:17 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 5,016 | $64.97 | $325,889.52 |
DisclosureSEC source: 0001127602-23-009837 · form4.xml · nonDerivative · entry 4 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 5,016 Read SEC document |
| February 06, 2023 Filed Feb 7, 2023 17:06 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 337 | $72.58 | $24,460.17 |
DisclosureSEC source: 0001127602-23-003654 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,507 Underlying: Common Stock · 337 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, 2023 Filed Jan 12, 2023 20:09 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-001308 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,907 Read SEC document |
| January 06, 2023 Filed Jan 9, 2023 17:55 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 240 | $72.70 | $17,448.43 |
DisclosureSEC source: 0001127602-23-001143 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,170 Underlying: Common Stock · 240 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 30, 2022 Filed Dec 1, 2022 02:06 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 115 | $53.60 | $6,164.00 |
DisclosureSEC source: 0000076605-22-000139 · wf-form4_166986038935676.xml · nonDerivative · entry 4 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 7,952 F2 · 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 |
| November 28, 2022 Filed Dec 1, 2022 02:06 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 115 | $54.75 | $6,296.14 |
DisclosureSEC source: 0000076605-22-000139 · wf-form4_166986038935676.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 7,837 F1 · price: The price quoted in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $54.70 to $54.75, 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. F2 · 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 |
| November 10, 2022 Filed Nov 15, 2022 02:07 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SalePut Option (obligation to buy) · Derivative | 50 | $5.10 Strike: $50.00 | $255.00 |
DisclosureSEC source: 0000076605-22-000135 · wf-form4_166847798497906.xml · derivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 50 Underlying: Common Stock · 5,000 shares Expires 2023-05-19 F1 · ownership.nature: Reflects derivative securities of the Issuer held through entities that are controlled by the reporting person. The reporting person disclaims beneficial ownership of the derivative securities held by these entities except to the extent of his pecuniary interest. Read SEC document |
| November 10, 2022 Filed Nov 15, 2022 02:07 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SalePut Option (obligation to buy) · Derivative | 90 | $5.01 Strike: $50.00 | $450.90 |
DisclosureSEC source: 0000076605-22-000135 · wf-form4_166847798497906.xml · derivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 90 Underlying: Common Stock · 9,000 shares Expires 2023-05-19 F1 · ownership.nature: Reflects derivative securities of the Issuer held through entities that are controlled by the reporting person. The reporting person disclaims beneficial ownership of the derivative securities held by these entities except to the extent of his pecuniary interest. Read SEC document |
| November 10, 2022 Filed Nov 15, 2022 02:07 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SalePut Option (obligation to buy) · Derivative | 10 | $5.00 Strike: $50.00 | $50.00 |
DisclosureSEC source: 0000076605-22-000135 · wf-form4_166847798497906.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 10 Underlying: Common Stock · 1,000 shares Expires 2023-05-19 F1 · ownership.nature: Reflects derivative securities of the Issuer held through entities that are controlled by the reporting person. The reporting person disclaims beneficial ownership of the derivative securities held by these entities except to the extent of his pecuniary interest. Read SEC document |
| November 10, 2022 Filed Feb 13, 2023 13:15 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GiftCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004628 · form5.xml · nonDerivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 156,391 Read SEC document |
| November 08, 2022 Filed Feb 13, 2023 13:15 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GiftCommon Stock | 6,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004628 · form5.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 0 Read SEC document |
| November 07, 2022 Filed Nov 8, 2022 16:04 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 258 | $81.81 | $21,106.26 |
DisclosureSEC source: 0001127602-22-025077 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,930 Underlying: Common Stock · 258 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 03, 2022 Filed Nov 8, 2022 11:59 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SalePut Option (obligation to buy) · Derivative | 50 | $2.35 Strike: $35.00 | $117.50 |
DisclosureSEC source: 0000076605-22-000130 · wf-form4_166790876278656.xml · derivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 50 Underlying: Common Stock · 5,000 shares Expires 2023-05-19 F1 · ownership.nature: Reflects derivative securities of the Issuer held through entities that are controlled by the reporting person. The reporting person disclaims beneficial ownership of the derivative securities held by these entities except to the extent of his pecuniary interest. Read SEC document |
| November 03, 2022 Filed Nov 8, 2022 11:59 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SalePut Option (obligation to buy) · Derivative | 50 | $1.50 Strike: $30.00 | $75.00 |
DisclosureSEC source: 0000076605-22-000130 · wf-form4_166790876278656.xml · derivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 50 Underlying: Common Stock · 5,000 shares Expires 2023-05-19 F1 · ownership.nature: Reflects derivative securities of the Issuer held through entities that are controlled by the reporting person. The reporting person disclaims beneficial ownership of the derivative securities held by these entities except to the extent of his pecuniary interest. Read SEC document |
| November 03, 2022 Filed Nov 8, 2022 11:59 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SalePut Option (obligation to buy) · Derivative | 50 | $2.25 Strike: $35.00 | $112.50 |
DisclosureSEC source: 0000076605-22-000130 · wf-form4_166790876278656.xml · derivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 50 Underlying: Common Stock · 5,000 shares Expires 2023-05-19 F1 · ownership.nature: Reflects derivative securities of the Issuer held through entities that are controlled by the reporting person. The reporting person disclaims beneficial ownership of the derivative securities held by these entities except to the extent of his pecuniary interest. Read SEC document |
| August 05, 2022 Filed Aug 8, 2022 11:20 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 279 | $75.06 | $20,943.08 |
DisclosureSEC source: 0001127602-22-020645 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,672 Underlying: Common Stock · 279 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 12, 2022 Filed Jul 14, 2022 12:41 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-019282 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 163,391 Read SEC document |
| July 08, 2022 Filed Jul 11, 2022 11:41 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 261 | $67.05 | $17,500.86 |
DisclosureSEC source: 0001127602-22-019167 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,393 Underlying: Common Stock · 261 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 12, 2022 Filed May 12, 2022 21:26 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 1,917 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-22-000077 · wf-form4_165239078453604.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,983 F1 · price: Annual Director's Stock Grant awarded on May 12, 2022 and vesting on May 12, 2023. Read SEC document |
| May 05, 2022 Filed May 9, 2022 12:49 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 281 | $73.75 | $20,724.76 |
DisclosureSEC source: 0001127602-22-013743 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,132 Underlying: Common Stock · 281 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 07, 2022 Filed Feb 7, 2022 19:36 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 256 | $80.80 | $20,685.08 |
DisclosureSEC source: 0001127602-22-003504 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,851 Underlying: Common Stock · 256 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 11, 2022 Filed Jan 13, 2022 14:37 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001406 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 162,741 Read SEC document |
| January 07, 2022 Filed Jan 10, 2022 14:38 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 211 | $82.72 | $17,453.12 |
DisclosureSEC source: 0001127602-22-001184 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,595 Underlying: Common Stock · 211 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 03, 2021 Filed Dec 9, 2021 02:35 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GiftCommon Stock | 177 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-21-000206 · wf-form4_163901733282063.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 7,722 F1 · shares: Reflects portion of the shares gifted 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 held by the entity. F2 · ownership.nature: Reflects portion of the shares held 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 held by the entity. Read SEC document |
| November 19, 2021 Filed Feb 7, 2022 19:50 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GiftCommon Stock | 13,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003506 · form5.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 6,500 Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 19:13 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 236 | $73.76 | $17,407.34 |
DisclosureSEC source: 0001127602-21-028650 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,384 Underlying: Common Stock · 236 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 |
| August 05, 2021 Filed Aug 9, 2021 17:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 253 | $68.33 | $17,287.62 |
DisclosureSEC source: 0001127602-21-023314 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,148 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 |
| July 13, 2021 Filed Jul 15, 2021 19:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-022005 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 162,091 Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 16:51 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 284 | $61.61 | $17,496.13 |
DisclosureSEC source: 0001127602-21-021487 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,895 Underlying: Common Stock · 284 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 13, 2021 Filed May 15, 2021 01:35 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 1,373 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-21-000125 · wf-form4_162104253286930.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,066 F1 · price: Annual Director's Stock Grant awarded on May 13, 2021 and vesting on May 13, 2022. Read SEC document |
| May 05, 2021 Filed May 6, 2021 13:15 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 260 | $66.00 | $17,160.00 |
DisclosureSEC source: 0001127602-21-015626 · form4.xml · derivative · entry 4 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,611 Underlying: Common Stock · 260 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 10, 2021 Filed Mar 12, 2021 02:08 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 10,000 | $90.80 | $907,951.00 |
DisclosureSEC source: 0000076605-21-000075 · wf-form4_161551485831973.xml · nonDerivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 84,000 F1 · price: The price quoted in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.79 to $90.81, 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. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 13:13 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 4,995 | $76.56 | $382,396.22 |
DisclosureSEC source: 0001127602-21-010313 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 162,091 Read SEC document |
| February 19, 2021 Filed Feb 20, 2021 02:21 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 410 | $82.25 | $33,722.50 |
DisclosureSEC source: 0000076605-21-000052 · wf-form4_161378765884191.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 7,899 F1 · ownership.nature: 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. Read SEC document |
| February 19, 2021 Filed Feb 19, 2021 20:29 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 14,000 | $65.25 | $913,500.00 |
DisclosureSEC source: 0001127602-21-006705 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 20,000 Read SEC document |
| February 18, 2021 Filed Feb 20, 2021 02:21 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | SaleCommon Stock | 426 | $80.25 | $34,186.50 |
DisclosureSEC source: 0000076605-21-000052 · wf-form4_161378765884191.xml · nonDerivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,309 F1 · ownership.nature: 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. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 20:35 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 15,000 | $63.00 | $945,000.00 |
DisclosureSEC source: 0001127602-21-004925 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 34,000 Read SEC document |
| February 05, 2021 Filed Feb 8, 2021 19:56 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 275 | $61.79 | $16,993.46 |
DisclosureSEC source: 0001127602-21-004329 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,351 Underlying: Common Stock · 275 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 12, 2021 Filed Jan 13, 2021 17:06 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-001586 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 167,086 Read SEC document |
| January 08, 2021 Filed Jan 11, 2021 14:31 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 293 | $59.76 | $17,509.39 |
DisclosureSEC source: 0001127602-21-001360 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,076 Underlying: Common Stock · 293 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 05, 2020 Filed Nov 6, 2020 14:19 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 301 | $49.32 | $14,845.11 |
DisclosureSEC source: 0001127602-20-028312 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,783 Underlying: Common Stock · 301 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.