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 |
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 | 778 |
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 7 · Balance 778 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.
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 19:26 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 7 | $63.25 | $442.75 |
DisclosureSEC source: 0002069860-26-000010 · wk-form4_1786044394.xml · derivative · entry 1 Starr Daniel Brian · CIK 0002069860 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 778 Underlying: Common Stock · 7 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 14:28 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 365 | $61.55 | $22,465.39 |
DisclosureSEC source: 0002069860-26-000008 · wk-form4_1783693711.xml · derivative · entry 1 Starr Daniel Brian · CIK 0002069860 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 771 Underlying: Common Stock · 365 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 |
| May 05, 2026 Filed May 6, 2026 13:00 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 4 | $61.92 | $247.69 |
DisclosureSEC source: 0002069860-26-000006 · wk-form4_1778072445.xml · derivative · entry 1 Starr Daniel Brian · CIK 0002069860 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 406 Underlying: Common Stock · 4 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 |
| February 05, 2026 Filed Feb 6, 2026 19:56 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 3 | $62.10 | $186.30 |
DisclosureSEC source: 0002069860-26-000004 · wk-form4_1770407800.xml · derivative · entry 1 Starr Daniel Brian · CIK 0002069860 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 402 Underlying: Common Stock · 3 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 19:15 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0002069860-26-000002 · wk-form4_1768418116.xml · nonDerivative · entry 1 Starr Daniel Brian · CIK 0002069860 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,300 Read SEC document |
| January 12, 2026 Filed Jan 14, 2026 19:15 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 309 | $56.69 | $17,518.54 |
DisclosureSEC source: 0002069860-26-000002 · wk-form4_1768418116.xml · derivative · entry 2 Starr Daniel Brian · CIK 0002069860 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 399 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 |
| August 05, 2025 Filed Aug 6, 2025 17:32 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 1 | $61.51 | $61.51 |
DisclosureSEC source: 0000721994-25-000197 · wk-form4_1754501515.xml · derivative · entry 1 Starr Daniel Brian · CIK 0002069860 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90 Underlying: Common Stock · 1 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 19:25 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-25-000169 · wk-form4_1752089151.xml · nonDerivative · entry 1 Starr Daniel Brian · CIK 0002069860 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 650 Read SEC document |
| July 07, 2025 Filed Jul 9, 2025 19:25 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 89 | $65.29 | $5,810.38 |
DisclosureSEC source: 0000721994-25-000169 · wk-form4_1752089151.xml · derivative · entry 2 Starr Daniel Brian · CIK 0002069860 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89 Underlying: Common Stock · 89 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.