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 |
|---|---|---|---|---|---|---|
| February 21, 2018 Filed Feb 24, 2018 02:43 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-18-000039 · wf-form4_151944016968872.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,862 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 |
| February 06, 2018 Filed Feb 7, 2018 14:20 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 5,000 | $45.55 | $227,750.00 |
DisclosureSEC source: 0001127602-18-004446 · form4.xml · nonDerivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,798 Read SEC document |
| February 06, 2018 Filed Feb 7, 2018 14:20 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 5,000 | $46.00 | $229,983.00 |
DisclosureSEC source: 0001127602-18-004446 · form4.xml · nonDerivative · entry 4 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LLP Disclosed balance after: 29,000 Read SEC document |
| February 06, 2018 Filed Feb 7, 2018 14:20 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 5,000 | $45.55 | $227,750.00 |
DisclosureSEC source: 0001127602-18-004446 · 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 |
| February 06, 2018 Filed Feb 7, 2018 14:20 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 447 | $45.93 | $20,532.19 |
DisclosureSEC source: 0001127602-18-004446 · form4.xml · nonDerivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,798 Read SEC document |
| February 06, 2018 Filed Feb 7, 2018 14:20 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 9,553 | $45.53 | $434,952.87 |
DisclosureSEC source: 0001127602-18-004446 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,351 Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 14:05 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 200 | $48.31 | $9,661.38 |
DisclosureSEC source: 0001127602-18-004205 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,243 Underlying: Common Stock · 200 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, 2018 Filed Jan 9, 2018 21:20 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001462 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,798 Read SEC document |
| January 05, 2018 Filed Jan 9, 2018 21:20 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 433 | $48.53 | $21,015.61 |
DisclosureSEC source: 0001127602-18-001462 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,043 Underlying: Common Stock · 433 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, 2017 Filed Nov 8, 2017 19:12 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 195 | $48.90 | $9,536.36 |
DisclosureSEC source: 0001127602-17-031590 · form4.xml · derivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,610 Underlying: Common Stock · 195 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 07, 2017 Filed Sep 8, 2017 16:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 3,757 | $41.85 | $157,230.45 |
DisclosureSEC source: 0001127602-17-027167 · form4.xml · nonDerivative · entry 6 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 10,000 Read SEC document |
| September 07, 2017 Filed Sep 8, 2017 16:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 200 | $41.83 | $8,366.00 |
DisclosureSEC source: 0001127602-17-027167 · form4.xml · nonDerivative · entry 5 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 6,243 Read SEC document |
| September 07, 2017 Filed Sep 8, 2017 16:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 100 | $41.82 | $4,182.00 |
DisclosureSEC source: 0001127602-17-027167 · form4.xml · nonDerivative · entry 4 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 6,043 Read SEC document |
| September 07, 2017 Filed Sep 8, 2017 16:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 1,200 | $41.80 | $50,160.00 |
DisclosureSEC source: 0001127602-17-027167 · form4.xml · nonDerivative · entry 3 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 5,943 Read SEC document |
| September 07, 2017 Filed Sep 8, 2017 16:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 100 | $41.79 | $4,179.00 |
DisclosureSEC source: 0001127602-17-027167 · form4.xml · nonDerivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 4,743 Read SEC document |
| September 07, 2017 Filed Sep 8, 2017 16:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 200 | $41.78 | $8,356.00 |
DisclosureSEC source: 0001127602-17-027167 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 4,643 Read SEC document |
| September 06, 2017 Filed Sep 7, 2017 14:50 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 4,443 | $42.30 | $187,938.90 |
DisclosureSEC source: 0001127602-17-027122 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Corporation Disclosed balance after: 4,443 Read SEC document |
| August 18, 2017 Filed Aug 23, 2017 00:48 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 42 | $68.45 | $2,874.98 |
DisclosureSEC source: 0000076605-17-000099 · wf-form4_150344927596839.xml · nonDerivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote 1 Disclosed balance after: 42 F1 · shares: Reflects the 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 $68.40 to $68.50, 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 |
| August 07, 2017 Filed Aug 8, 2017 14:13 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 206 | $46.17 | $9,510.32 |
DisclosureSEC source: 0001127602-17-025191 · form4.xml · derivative · entry 4 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,415 Underlying: Common Stock · 206 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, 2017 Filed Jul 12, 2017 13:42 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023543 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,148 Read SEC document |
| July 06, 2017 Filed Jul 7, 2017 19:45 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 473 | $46.50 | $21,996.39 |
DisclosureSEC source: 0001127602-17-023364 · form4.xml · derivative · entry 4 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,209 Underlying: Common Stock · 473 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 18, 2017 Filed May 19, 2017 20:28 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 5,000 | $66.50 | $332,500.00 |
DisclosureSEC source: 0000076605-17-000067 · wf-form4_149522567847907.xml · nonDerivative · entry 2 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,908 F2 · price: The price quoted in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $65.90 to $67.85, 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 17, 2017 Filed May 19, 2017 20:28 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | GrantCommon Stock | 1,336 | $0.00 | $0.00 |
DisclosureSEC source: 0000076605-17-000067 · wf-form4_149522567847907.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,908 F1 · price: Annual Director's Stock Grant awarded on May 17, 2017 and vesting on May 17, 2018. Read SEC document |
| May 05, 2017 Filed May 8, 2017 17:37 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 207 | $45.31 | $9,378.74 |
DisclosureSEC source: 0001127602-17-017225 · form4.xml · derivative · entry 4 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,736 Underlying: Common Stock · 207 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 09, 2017 Filed May 30, 2017 21:37 UTC | PATRICK INDUSTRIES INC PATK · Entity 4317 | PurchaseCommon Stock | 10,000 | $73.00 | $730,000.00 |
DisclosureSEC source: 0000076605-17-000077 · wf-form4_149618022375954.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,908 F1 · shares: These shares were purchased as part of the Issuer's underwritten public offering of common stock. F1 · price: These shares were purchased as part of the Issuer's underwritten public offering of common stock. Read SEC document |
| February 08, 2017 Filed Feb 9, 2017 15:39 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 6,767 | $42.55 | $287,935.85 |
DisclosureSEC source: 0001127602-17-004689 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,304 Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 17:20 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 180 | $44.57 | $8,021.70 |
DisclosureSEC source: 0001127602-17-004498 · form4.xml · derivative · entry 4 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,529 Underlying: Common Stock · 180 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 21:30 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001554 · form4.xml · nonDerivative · entry 1 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,537 Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 21:30 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 505 | $45.57 | $23,010.38 |
DisclosureSEC source: 0001127602-17-001554 · form4.xml · derivative · entry 4 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,349 Underlying: Common Stock · 505 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 14:52 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 219 | $36.30 | $7,950.47 |
DisclosureSEC source: 0001127602-16-066320 · form4.xml · derivative · entry 4 WELCH M SCOTT · CIK 0001189422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,844 Underlying: Common Stock · 219 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exersises into 1 share of Common Stock. F2 · derivative.exercise_date: Phantom stock is exercisable after the directors' retirement as a Board member. F3 · derivative.expiration_date: Phantom shares expire after the directors' retirement as a Board member. F4 · balance_after: To adjust share balance for additional shares received from stock split. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.