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, 2020 Filed Aug 6, 2020 14:47 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 329 | $44.83 | $14,749.14 |
DisclosureSEC source: 0001127602-20-023017 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,482 Underlying: Common Stock · 329 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 14, 2020 Filed Jul 15, 2020 18:26 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021560 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 166,436 Read SEC document |
| July 06, 2020 Filed Jul 7, 2020 14:50 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 388 | $45.11 | $17,500.78 |
DisclosureSEC source: 0001127602-20-021260 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,153 Underlying: Common Stock · 388 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 14, 2020 Filed May 19, 2020 01:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 2,420 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-20-000095 · wf-form4_158985028442853.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,693 F1 · price: Annual Director's Stock Grant awarded on May 14, 2020 and vesting on May 14, 2021. Read SEC document |
| May 13, 2020 Filed May 13, 2020 18:29 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 5,000 | $35.89 | $179,461.00 |
DisclosureSEC source: 0001127602-20-016396 · form4.xml · nonDerivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LLP Disclosed balance after: 34,000 Read SEC document |
| May 13, 2020 Filed May 13, 2020 18:29 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 5,000 | $35.95 | $179,750.00 |
DisclosureSEC source: 0001127602-20-016396 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 49,000 Read SEC document |
| May 05, 2020 Filed May 6, 2020 13:35 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 352 | $41.22 | $14,508.63 |
DisclosureSEC source: 0001127602-20-015595 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,765 Underlying: Common Stock · 352 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 12, 2020 Filed Mar 14, 2020 01:15 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 100 | $33.25 | $3,325.00 |
DisclosureSEC source: 0000076605-20-000053 · wf-form4_158414848720155.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,735 F1 · ownership.nature: Reflects total portion of the shares purchased through two separate 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 |
| March 09, 2020 Filed Mar 11, 2020 01:10 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 300 | $39.22 | $11,765.97 |
DisclosureSEC source: 0000076605-20-000050 · wf-form4_158388903724297.xml · nonDerivative · entry 4 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,635 F1 · shares: Reflects total portion of the shares purchased through two separate 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. F1 · ownership.nature: Reflects total portion of the shares purchased through two separate 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 |
| March 09, 2020 Filed Mar 11, 2020 17:40 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 5,000 | $36.25 | $181,250.00 |
DisclosureSEC source: 0001127602-20-010222 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 44,000 Read SEC document |
| March 06, 2020 Filed Mar 9, 2020 13:00 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 10,000 | $37.96 | $379,566.00 |
DisclosureSEC source: 0001127602-20-009901 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 39,000 Read SEC document |
| March 06, 2020 Filed Mar 11, 2020 01:10 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 214 | $46.16 | $9,878.22 |
DisclosureSEC source: 0000076605-20-000050 · wf-form4_158388903724297.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,335 F1 · shares: Reflects total portion of the shares purchased through two separate 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. F1 · ownership.nature: Reflects total portion of the shares purchased through two separate 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 |
| February 28, 2020 Filed Mar 3, 2020 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 10,000 | $53.27 | $532,701.00 |
DisclosureSEC source: 0000076605-20-000048 · wf-form4_158320110315503.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 94,000 F2 · price: The price quoted in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $53.27 to $53.28, 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 |
| February 28, 2020 Filed Mar 2, 2020 20:00 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 7,000 | $40.98 | $286,847.40 |
DisclosureSEC source: 0001127602-20-008521 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 165,786 F1 · balance_after: Balances adjusted to reflect a transfer from Direct to Indirect By Spouse ownership. Read SEC document |
| February 05, 2020 Filed Feb 6, 2020 15:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 300 | $48.21 | $14,463.66 |
DisclosureSEC source: 0001127602-20-003863 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,413 Underlying: Common Stock · 300 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, 2020 Filed Jan 15, 2020 17:53 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001635 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,557 Read SEC document |
| January 03, 2020 Filed Jan 6, 2020 15:39 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 464 | $48.49 | $22,499.08 |
DisclosureSEC source: 0001127602-20-000987 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,113 Underlying: Common Stock · 464 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, 2019 Filed Nov 7, 2019 14:05 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 299 | $47.38 | $14,167.91 |
DisclosureSEC source: 0001127602-19-032100 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,649 Underlying: Common Stock · 299 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 14, 2019 Filed Aug 15, 2019 12:32 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 10,000 | $42.51 | $425,100.00 |
DisclosureSEC source: 0001127602-19-026672 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 157,486 Read SEC document |
| August 14, 2019 Filed Aug 17, 2019 01:46 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 10,000 | $39.00 | $390,000.00 |
DisclosureSEC source: 0000076605-19-000112 · wf-form4_156600637843650.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 84,000 F2 · balance_after: Includes indirect ownership of 74,000 shares that were transferred by Mr. Welch to his spouse. Read SEC document |
| August 14, 2019 Filed Aug 20, 2019 01:39 UTC Amendment | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 10,000 | $39.00 | $390,000.00 |
DisclosureSEC source: 0000076605-19-000114 · wf-form4a_156626515818229.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 84,000 F2 · kind: The Form 4 filed on August 16, 2019 inadvertently used a transaction code of "A" in column 3 of Table I, which has been updated to reflect a transaction code of "P" in this Form 4/A filing. F3 · balance_after: Includes indirect ownership of 74,000 shares that were transferred by Mr. Welch to his spouse. Read SEC document |
| August 05, 2019 Filed Aug 6, 2019 18:43 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 321 | $43.98 | $14,118.54 |
DisclosureSEC source: 0001127602-19-026155 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,350 Underlying: Common Stock · 321 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, 2019 Filed Jul 9, 2019 18:55 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-024239 · 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 |
| July 05, 2019 Filed Jul 9, 2019 18:55 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 484 | $46.48 | $22,497.97 |
DisclosureSEC source: 0001127602-19-024239 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,029 Underlying: Common Stock · 484 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 15, 2019 Filed May 17, 2019 20:04 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 2,241 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-19-000075 · wf-form4_155812345535498.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,273 F1 · price: Annual Director's Stock Grant awarded on May 15, 2019 and vesting on May 15, 2020. Read SEC document |
| May 08, 2019 Filed May 9, 2019 13:25 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 290 | $47.80 | $13,861.51 |
DisclosureSEC source: 0001127602-19-017824 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,545 Underlying: Common Stock · 290 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit exersises into 1 share of Common Stock. F3 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F4 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 17:53 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 264 | $45.42 | $11,992.12 |
DisclosureSEC source: 0001127602-19-004458 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,255 Underlying: Common Stock · 264 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 08, 2019 Filed Jan 9, 2019 15:37 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-001692 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,848 Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 17:45 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 537 | $41.89 | $22,496.92 |
DisclosureSEC source: 0001127602-19-001558 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,991 Underlying: Common Stock · 537 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 14, 2018 Filed Dec 17, 2018 23:07 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 10,000 | $30.35 | $303,500.00 |
DisclosureSEC source: 0000076605-18-000163 · wf-form4_154508803265862.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,032 Read SEC document |
| December 12, 2018 Filed Dec 13, 2018 13:37 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 8,750 | $42.78 | $374,301.38 |
DisclosureSEC source: 0001127602-18-036110 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,198 Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 20:16 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 8,000 | $42.45 | $339,600.00 |
DisclosureSEC source: 0001127602-18-036048 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 29,000 Read SEC document |
| December 10, 2018 Filed Dec 13, 2018 12:04 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 2,156 | $34.10 | $73,519.60 |
DisclosureSEC source: 0000076605-18-000159 · wf-form4_154470267826757.xml · nonDerivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,121 F1 · shares: 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. 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 |
| November 05, 2018 Filed Nov 7, 2018 14:00 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 269 | $43.68 | $11,751.21 |
DisclosureSEC source: 0001127602-18-032354 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,454 Underlying: Common Stock · 269 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 |
| October 31, 2018 Filed Nov 1, 2018 12:29 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 2,000 | $43.61 | $87,220.00 |
DisclosureSEC source: 0001127602-18-031511 · form4.xml · nonDerivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 21,000 Read SEC document |
| October 31, 2018 Filed Nov 3, 2018 00:44 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 3,080 | $43.68 | $134,534.40 |
DisclosureSEC source: 0000076605-18-000145 · wf-form4_154120586246713.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 5,965 F1 · shares: 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. F2 · price: The price quoted in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $43.53 to $43.82, 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. 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 |
| October 30, 2018 Filed Nov 1, 2018 12:29 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 4,000 | $42.56 | $170,240.00 |
DisclosureSEC source: 0001127602-18-031511 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 19,000 Read SEC document |
| October 29, 2018 Filed Oct 30, 2018 12:39 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 8,000 | $42.25 | $337,968.00 |
DisclosureSEC source: 0001127602-18-031242 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,448 Read SEC document |
| August 06, 2018 Filed Aug 7, 2018 16:48 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 242 | $48.34 | $11,697.19 |
DisclosureSEC source: 0001127602-18-024816 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,185 Underlying: Common Stock · 242 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 10, 2018 Filed Jul 11, 2018 14:59 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-023085 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,448 Read SEC document |
| July 05, 2018 Filed Jul 9, 2018 20:06 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 461 | $48.78 | $22,489.10 |
DisclosureSEC source: 0001127602-18-022977 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,943 Underlying: Common Stock · 461 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, 2018 Filed May 18, 2018 20:19 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 1,670 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-18-000094 · wf-form4_152667467938133.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,032 F1 · price: Annual Director's Stock Grant awarded on May 16, 2018 and vesting on May 16, 2019. Read SEC document |
| May 11, 2018 Filed May 15, 2018 01:18 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 3,920 | $58.78 | $230,427.40 |
DisclosureSEC source: 0000076605-18-000082 · wf-form4_152634705248445.xml · nonDerivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,362 F1 · price: The price quoted in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $58.745 to $58.80, 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 11, 2018 Filed May 15, 2018 01:18 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 3,580 | $58.50 | $209,430.00 |
DisclosureSEC source: 0000076605-18-000082 · wf-form4_152634705248445.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,442 Read SEC document |
| May 07, 2018 Filed May 8, 2018 19:55 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 239 | $48.15 | $11,508.90 |
DisclosureSEC source: 0001127602-18-016623 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,482 Underlying: Common Stock · 239 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 02, 2018 Filed Mar 6, 2018 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 4,000 | $60.93 | $243,734.00 |
DisclosureSEC source: 0000076605-18-000050 · wf-form4_152030191453667.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,862 Read SEC document |
| March 01, 2018 Filed Mar 6, 2018 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 1,379 | $59.75 | $82,395.25 |
DisclosureSEC source: 0000076605-18-000050 · wf-form4_152030191453667.xml · nonDerivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote 1 Disclosed balance after: 2,885 F1 · shares: Reflects portion of the shares purchased through two separate 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 |
| March 01, 2018 Filed Mar 6, 2018 02:05 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 171 | $59.70 | $10,208.70 |
DisclosureSEC source: 0000076605-18-000050 · wf-form4_152030191453667.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote 1 Disclosed balance after: 1,506 F1 · shares: Reflects portion of the shares purchased through two separate 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 |
| February 22, 2018 Filed Feb 24, 2018 02:43 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 40 | $61.50 | $2,460.00 |
DisclosureSEC source: 0000076605-18-000039 · wf-form4_151944016968872.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote 2 Disclosed balance after: 1,335 F2 · shares: 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 21, 2018 Filed Feb 24, 2018 02:43 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 1,232 | $62.50 | $77,000.00 |
DisclosureSEC source: 0000076605-18-000039 · wf-form4_151944016968872.xml · nonDerivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote 2 Disclosed balance after: 1,295 F2 · shares: 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. F1 · balance_after: The Common Stock holding reported herein has been adjusted to reflect a three-for-two stock split paid by the issuer on December 8, 2017. 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.