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 | 19,510 |
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 · Exercise / conversion · Disposed 162 · Balance 19,510 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 |
|---|---|---|---|---|---|---|
| July 14, 2020 Filed Jul 15, 2020 18:07 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021556 · form4.xml · nonDerivative · entry 1 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,713 Read SEC document |
| July 06, 2020 Filed Jul 7, 2020 14:29 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 499 | $45.11 | $22,507.44 |
DisclosureSEC source: 0001127602-20-021256 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,362 Underlying: Common Stock · 499 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| May 05, 2020 Filed May 6, 2020 13:21 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 85 | $41.22 | $3,503.50 |
DisclosureSEC source: 0001127602-20-015591 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,863 Underlying: Common Stock · 85 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| February 05, 2020 Filed Feb 6, 2020 15:25 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 73 | $48.21 | $3,519.49 |
DisclosureSEC source: 0001127602-20-003859 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,778 Underlying: Common Stock · 73 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| January 14, 2020 Filed Jan 15, 2020 17:42 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001631 · form4.xml · nonDerivative · entry 1 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,063 Read SEC document |
| January 03, 2020 Filed Jan 6, 2020 15:26 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 361 | $48.49 | $17,504.67 |
DisclosureSEC source: 0001127602-20-000983 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,705 Underlying: Common Stock · 361 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 13:59 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 72 | $47.38 | $3,411.67 |
DisclosureSEC source: 0001127602-19-032095 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,344 Underlying: Common Stock · 72 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| August 05, 2019 Filed Aug 6, 2019 18:35 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 76 | $43.98 | $3,342.71 |
DisclosureSEC source: 0001127602-19-026146 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,272 Underlying: Common Stock · 76 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| July 09, 2019 Filed Jul 9, 2019 18:44 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-024234 · form4.xml · nonDerivative · entry 1 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,413 Read SEC document |
| July 05, 2019 Filed Jul 9, 2019 18:44 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 376 | $46.48 | $17,477.76 |
DisclosureSEC source: 0001127602-19-024234 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,196 Underlying: Common Stock · 376 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| May 08, 2019 Filed May 9, 2019 13:03 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 68 | $47.80 | $3,250.28 |
DisclosureSEC source: 0001127602-19-017820 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,820 Underlying: Common Stock · 68 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 17:43 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 61 | $45.42 | $2,770.91 |
DisclosureSEC source: 0001127602-19-004436 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,752 Underlying: Common Stock · 61 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| January 08, 2019 Filed Jan 9, 2019 15:30 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-001688 · form4.xml · nonDerivative · entry 1 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,763 Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 17:30 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 418 | $41.89 | $17,511.57 |
DisclosureSEC source: 0001127602-19-001554 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,691 Underlying: Common Stock · 418 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| November 05, 2018 Filed Nov 7, 2018 13:50 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 61 | $43.68 | $2,664.77 |
DisclosureSEC source: 0001127602-18-032350 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,273 Underlying: Common Stock · 61 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| August 06, 2018 Filed Aug 7, 2018 16:38 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 54 | $48.34 | $2,610.12 |
DisclosureSEC source: 0001127602-18-024810 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,212 Underlying: Common Stock · 54 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| July 10, 2018 Filed Jul 11, 2018 14:52 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-023081 · form4.xml · nonDerivative · entry 1 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,113 Read SEC document |
| July 05, 2018 Filed Jul 9, 2018 20:00 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 359 | $48.78 | $17,513.20 |
DisclosureSEC source: 0001127602-18-022972 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,158 Underlying: Common Stock · 359 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| May 07, 2018 Filed May 8, 2018 19:47 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 53 | $48.15 | $2,552.18 |
DisclosureSEC source: 0001127602-18-016610 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,799 Underlying: Common Stock · 53 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 13:53 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 44 | $48.31 | $2,125.50 |
DisclosureSEC source: 0001127602-18-004201 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,746 Underlying: Common Stock · 44 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| January 09, 2018 Filed Jan 9, 2018 21:08 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001452 · form4.xml · nonDerivative · entry 1 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,463 Read SEC document |
| January 05, 2018 Filed Jan 9, 2018 21:08 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 381 | $48.53 | $18,491.80 |
DisclosureSEC source: 0001127602-18-001452 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,702 Underlying: Common Stock · 381 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| November 07, 2017 Filed Nov 8, 2017 18:58 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 42 | $48.90 | $2,053.98 |
DisclosureSEC source: 0001127602-17-031586 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,321 Underlying: Common Stock · 42 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| August 07, 2017 Filed Aug 8, 2017 14:02 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 44 | $46.17 | $2,031.33 |
DisclosureSEC source: 0001127602-17-025187 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,279 Underlying: Common Stock · 44 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| July 11, 2017 Filed Jul 12, 2017 13:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023539 · form4.xml · nonDerivative · entry 1 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,813 Read SEC document |
| July 06, 2017 Filed Jul 7, 2017 19:36 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 462 | $46.50 | $21,484.85 |
DisclosureSEC source: 0001127602-17-023360 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,235 Underlying: Common Stock · 462 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| May 05, 2017 Filed May 8, 2017 17:27 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 42 | $45.31 | $1,902.93 |
DisclosureSEC source: 0001127602-17-017221 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,773 Underlying: Common Stock · 42 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 17:13 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 37 | $44.57 | $1,648.91 |
DisclosureSEC source: 0001127602-17-004490 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,731 Underlying: Common Stock · 37 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 21:21 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001546 · form4.xml · nonDerivative · entry 1 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,969 Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 21:21 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 472 | $45.57 | $21,506.73 |
DisclosureSEC source: 0001127602-17-001546 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,694 Underlying: Common Stock · 472 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton shares expire after the directors' retirement as a Board member. Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 14:42 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 44 | $36.30 | $1,597.35 |
DisclosureSEC source: 0001127602-16-066315 · form4.xml · derivative · entry 2 Toothaker Bradley J · CIK 0001532431 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,222 Underlying: Common Stock · 44 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 exercisableafter the directors' retirement as a Board member. F3 · derivative.expiration_date: Phanton 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.