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 | 5,976 |
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 49 · Balance 5,976 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 |
|---|---|---|---|---|---|---|
| May 05, 2020 Filed May 6, 2020 12:21 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 7 | $41.22 | $288.52 |
DisclosureSEC source: 0001127602-20-015579 · form4.xml · derivative · entry 2 Christian Darrianne P · CIK 0001756274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 897 Underlying: Common Stock · 7 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 05, 2020 Filed Feb 6, 2020 15:02 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 5 | $48.21 | $241.06 |
DisclosureSEC source: 0001127602-20-003848 · form4.xml · derivative · entry 2 Christian Darrianne P · CIK 0001756274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 890 Underlying: Common Stock · 5 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 17:16 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001617 · form4.xml · nonDerivative · entry 1 Christian Darrianne P · CIK 0001756274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,950 Read SEC document |
| January 03, 2020 Filed Jan 6, 2020 14:08 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 361 | $48.49 | $17,504.67 |
DisclosureSEC source: 0001127602-20-000968 · form4.xml · derivative · entry 2 Christian Darrianne P · CIK 0001756274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 885 Underlying: Common Stock · 361 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 13:27 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 4 | $47.38 | $189.54 |
DisclosureSEC source: 0001127602-19-032084 · form4.xml · derivative · entry 2 Christian Darrianne P · CIK 0001756274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 524 Underlying: Common Stock · 4 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, 2019 Filed Aug 6, 2019 18:14 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 3 | $43.98 | $131.95 |
DisclosureSEC source: 0001127602-19-026136 · form4.xml · derivative · entry 2 Christian Darrianne P · CIK 0001756274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520 Underlying: Common Stock · 3 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 18:16 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-024220 · form4.xml · nonDerivative · entry 1 Christian Darrianne P · CIK 0001756274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,300 Read SEC document |
| July 05, 2019 Filed Jul 9, 2019 18:16 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 377 | $46.48 | $17,524.24 |
DisclosureSEC source: 0001127602-19-024220 · form4.xml · derivative · entry 2 Christian Darrianne P · CIK 0001756274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517 Underlying: Common Stock · 377 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 05, 2019 Filed Feb 7, 2019 17:09 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 1 | $45.42 | $45.42 |
DisclosureSEC source: 0001127602-19-004412 · form4.xml · derivative · entry 2 Christian Darrianne P · CIK 0001756274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140 Underlying: Common Stock · 1 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 14:58 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-001673 · form4.xml · nonDerivative · entry 1 Christian Darrianne P · CIK 0001756274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,650 Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 17:03 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 139 | $41.89 | $5,823.22 |
DisclosureSEC source: 0001127602-19-001536 · form4.xml · derivative · entry 2 Christian Darrianne P · CIK 0001756274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139 Underlying: Common Stock · 139 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 01, 2018 Filed Nov 1, 2018 17:10 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 1,000 | $43.03 | $43,034.60 |
DisclosureSEC source: 0001127602-18-031560 · form4.xml · nonDerivative · entry 1 Christian Darrianne P · CIK 0001756274 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 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.