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 | 21,629 |
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 177 · Balance 21,629 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 19:30 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 177 | $63.25 | $11,195.25 |
DisclosureSEC source: 0001525177-26-000010 · wk-form4_1786044642.xml · derivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,629 Underlying: Common Stock · 177 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 14:29 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 365 | $61.55 | $22,465.39 |
DisclosureSEC source: 0001525177-26-000008 · wk-form4_1783693744.xml · derivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,452 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 13:04 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 176 | $61.92 | $10,898.20 |
DisclosureSEC source: 0001525177-26-000006 · wk-form4_1778072668.xml · derivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,087 Underlying: Common Stock · 176 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 20:00 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 173 | $62.10 | $10,743.30 |
DisclosureSEC source: 0001525177-26-000004 · wk-form4_1770408048.xml · derivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,911 Underlying: Common Stock · 173 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 19:10 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001525177-26-000002 · wk-form4_1768417852.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,085 Read SEC document |
| January 12, 2026 Filed Jan 14, 2026 19:10 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 309 | $56.69 | $17,518.54 |
DisclosureSEC source: 0001525177-26-000002 · wk-form4_1768417852.xml · derivative · entry 2 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,738 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 |
| November 05, 2025 Filed Nov 6, 2025 21:47 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 174 | $58.19 | $10,124.63 |
DisclosureSEC source: 0001525177-25-000003 · wk-form4_1762465666.xml · derivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,429 Underlying: Common Stock · 174 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 17:38 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 164 | $61.51 | $10,088.10 |
DisclosureSEC source: 0000721994-25-000209 · wk-form4_1754501930.xml · derivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,255 Underlying: Common Stock · 164 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 19:30 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-25-000179 · wk-form4_1752089433.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,435 Read SEC document |
| July 07, 2025 Filed Jul 9, 2025 19:30 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 268 | $65.29 | $17,496.43 |
DisclosureSEC source: 0000721994-25-000179 · wk-form4_1752089433.xml · derivative · entry 2 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,091 Underlying: Common Stock · 268 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, 2025 Filed May 6, 2025 13:29 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 167 | $58.85 | $9,828.77 |
DisclosureSEC source: 0000721994-25-000140 · wk-form4_1746538153.xml · derivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,823 Underlying: Common Stock · 167 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, 2025 Filed Feb 5, 2025 21:06 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 145 | $66.95 | $9,707.75 |
DisclosureSEC source: 0000721994-25-000069 · wk-form4_1738789604.xml · derivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,656 Underlying: Common Stock · 145 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 14, 2025 Filed Jan 15, 2025 18:40 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-25-000026 · wk-form4_1736966426.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,785 Read SEC document |
| January 06, 2025 Filed Jan 7, 2025 14:47 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 254 | $69.07 | $17,543.81 |
DisclosureSEC source: 0000721994-25-000004 · wk-form4_1736261234.xml · derivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,511 Underlying: Common Stock · 254 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 |
| November 05, 2024 Filed Nov 6, 2024 17:46 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 139 | $65.71 | $9,133.77 |
DisclosureSEC source: 0000721994-24-000152 · wk-form4_1730915172.xml · derivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,257 Underlying: Common Stock · 139 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, 2024 Filed Aug 6, 2024 15:38 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 146 | $62.34 | $9,102.36 |
DisclosureSEC source: 0000721994-24-000116 · wk-form4_1722958723.xml · derivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,118 Underlying: Common Stock · 146 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 09, 2024 Filed Jul 10, 2024 18:33 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-24-000080 · wk-form4_1720636376.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,135 Read SEC document |
| July 05, 2024 Filed Jul 8, 2024 17:15 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 289 | $60.67 | $17,533.17 |
DisclosureSEC source: 0000721994-24-000068 · wk-form4_1720458944.xml · derivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,972 Underlying: Common Stock · 289 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 06, 2024 Filed May 7, 2024 17:15 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 144 | $61.87 | $8,909.81 |
DisclosureSEC source: 0000721994-24-000050 · wk-form4_1715102143.xml · derivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,683 Underlying: Common Stock · 144 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, 2024 Filed Feb 7, 2024 18:39 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 136 | $64.77 | $8,809.39 |
DisclosureSEC source: 0001127602-24-003665 · form4.xml · derivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,539 Underlying: Common Stock · 136 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 09, 2024 Filed Jan 11, 2024 15:40 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001204 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,485 Read SEC document |
| January 05, 2024 Filed Jan 8, 2024 16:52 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 274 | $63.80 | $17,481.15 |
DisclosureSEC source: 0001127602-24-001017 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,403 Underlying: Common Stock · 274 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 |
| November 06, 2023 Filed Nov 7, 2023 19:33 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 156 | $53.15 | $8,291.17 |
DisclosureSEC source: 0001127602-23-026936 · form4.xml · derivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,129 Underlying: Common Stock · 156 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 07, 2023 Filed Aug 7, 2023 19:47 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 147 | $55.82 | $8,205.28 |
DisclosureSEC source: 0001127602-23-022113 · form4.xml · derivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,973 Underlying: Common Stock · 147 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 11, 2023 Filed Jul 12, 2023 14:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-020585 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,835 Read SEC document |
| July 10, 2023 Filed Jul 10, 2023 18:19 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 357 | $48.97 | $17,482.22 |
DisclosureSEC source: 0001127602-23-020504 · form4.xml · derivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,826 Underlying: Common Stock · 357 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, 2023 Filed May 8, 2023 15:59 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 166 | $47.85 | $7,943.85 |
DisclosureSEC source: 0001127602-23-014799 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,469 Underlying: Common Stock · 166 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 |
| April 28, 2023 Filed May 1, 2023 15:50 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 5,000 | $50.75 | $253,750.00 |
DisclosureSEC source: 0001127602-23-013849 · form4.xml · nonDerivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,185 Read SEC document |
| April 28, 2023 Filed May 1, 2023 15:50 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 5,000 | $51.25 | $256,250.00 |
DisclosureSEC source: 0001127602-23-013849 · form4.xml · nonDerivative · entry 2 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,185 Read SEC document |
| February 06, 2023 Filed Feb 7, 2023 16:32 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 109 | $72.58 | $7,911.45 |
DisclosureSEC source: 0001127602-23-003646 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,303 Underlying: Common Stock · 109 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 10, 2023 Filed Jan 12, 2023 20:12 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-001310 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,185 Read SEC document |
| January 06, 2023 Filed Jan 9, 2023 17:49 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 241 | $72.70 | $17,521.13 |
DisclosureSEC source: 0001127602-23-001141 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,194 Underlying: Common Stock · 241 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 |
| November 07, 2022 Filed Nov 8, 2022 15:55 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 83 | $81.81 | $6,790.00 |
DisclosureSEC source: 0001127602-22-025075 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,953 Underlying: Common Stock · 83 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, 2022 Filed Aug 8, 2022 11:17 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 89 | $75.06 | $6,680.77 |
DisclosureSEC source: 0001127602-22-020643 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,870 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 |
| July 12, 2022 Filed Jul 14, 2022 12:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-019294 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,535 Read SEC document |
| July 08, 2022 Filed Jul 11, 2022 11:39 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 261 | $67.05 | $17,500.86 |
DisclosureSEC source: 0001127602-22-019165 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,781 Underlying: Common Stock · 261 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, 2022 Filed May 9, 2022 12:47 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 89 | $73.75 | $6,564.07 |
DisclosureSEC source: 0001127602-22-013741 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,520 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 |
| February 07, 2022 Filed Feb 7, 2022 19:23 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 81 | $80.80 | $6,544.89 |
DisclosureSEC source: 0001127602-22-003498 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,431 Underlying: Common Stock · 81 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 11, 2022 Filed Jan 13, 2022 14:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001424 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,885 Read SEC document |
| January 07, 2022 Filed Jan 10, 2022 14:47 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 212 | $82.72 | $17,535.83 |
DisclosureSEC source: 0001127602-22-001190 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,350 Underlying: Common Stock · 212 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 |
| November 05, 2021 Filed Nov 9, 2021 20:07 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 74 | $73.76 | $5,458.23 |
DisclosureSEC source: 0001127602-21-028667 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,138 Underlying: Common Stock · 74 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, 2021 Filed Aug 9, 2021 18:13 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 79 | $68.33 | $5,398.11 |
DisclosureSEC source: 0001127602-21-023328 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,064 Underlying: Common Stock · 79 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 13, 2021 Filed Jul 15, 2021 19:36 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021991 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,235 Read SEC document |
| July 02, 2021 Filed Jul 6, 2021 17:05 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 284 | $61.61 | $17,496.13 |
DisclosureSEC source: 0001127602-21-021510 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,985 Underlying: Common Stock · 284 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, 2021 Filed May 6, 2021 13:03 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 81 | $66.00 | $5,346.00 |
DisclosureSEC source: 0001127602-21-015620 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,701 Underlying: Common Stock · 81 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit exercises 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 |
| May 05, 2021 Filed May 6, 2021 13:03 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 130 | $66.24 | $8,611.50 |
DisclosureSEC source: 0001127602-21-015620 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,585 F1 · kind: Dividend reinvestment for 2021. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 20:26 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 10,076 | $65.16 | $656,517.90 |
DisclosureSEC source: 0001127602-21-005171 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,455 Read SEC document |
| February 05, 2021 Filed Feb 8, 2021 19:43 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 85 | $61.79 | $5,252.52 |
DisclosureSEC source: 0001127602-21-004318 · form4.xml · derivative · entry 4 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,620 Underlying: Common Stock · 85 shares Expires not disclosed F2 · derivative.exercise_price: Each phantom stock unit exercises 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, 2021 Filed Feb 8, 2021 19:43 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 138 | $62.15 | $8,576.70 |
DisclosureSEC source: 0001127602-21-004318 · form4.xml · nonDerivative · entry 2 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,529 F1 · kind: Dividend reinvestment for 2021. Read SEC document |
| February 05, 2021 Filed Feb 8, 2021 19:43 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 55 | $61.79 | $3,398.69 |
DisclosureSEC source: 0001127602-21-004318 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,391 F1 · kind: Dividend reinvestment for 2021. 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.