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 |
|---|---|---|---|---|---|---|
| January 12, 2021 Filed Jan 13, 2021 16:51 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-001580 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,336 Read SEC document |
| January 08, 2021 Filed Jan 11, 2021 14:08 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 293 | $59.76 | $17,509.39 |
DisclosureSEC source: 0001127602-21-001352 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,535 Underlying: Common Stock · 293 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, 2020 Filed Nov 6, 2020 14:04 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 92 | $49.32 | $4,537.38 |
DisclosureSEC source: 0001127602-20-028305 · form4.xml · derivative · entry 4 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,242 Underlying: Common Stock · 92 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 |
| November 05, 2020 Filed Nov 6, 2020 14:04 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 145 | $50.53 | $7,326.85 |
DisclosureSEC source: 0001127602-20-028305 · form4.xml · nonDerivative · entry 2 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,686 F1 · kind: Dividend Reinvestment for 2020. Read SEC document |
| November 05, 2020 Filed Nov 6, 2020 14:04 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 60 | $49.32 | $2,959.16 |
DisclosureSEC source: 0001127602-20-028305 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,541 F1 · kind: Dividend Reinvestment for 2020. Read SEC document |
| August 05, 2020 Filed Aug 6, 2020 14:31 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 100 | $44.83 | $4,483.02 |
DisclosureSEC source: 0001127602-20-023010 · form4.xml · derivative · entry 4 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,150 Underlying: Common Stock · 100 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, 2020 Filed Aug 6, 2020 14:31 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 161 | $45.15 | $7,269.15 |
DisclosureSEC source: 0001127602-20-023010 · form4.xml · nonDerivative · entry 2 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,481 Read SEC document |
| August 05, 2020 Filed Aug 6, 2020 14:31 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 66 | $44.83 | $2,958.79 |
DisclosureSEC source: 0001127602-20-023010 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,320 Read SEC document |
| July 14, 2020 Filed Jul 15, 2020 17:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021554 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,254 Read SEC document |
| July 06, 2020 Filed Jul 7, 2020 14:18 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 388 | $45.11 | $17,500.78 |
DisclosureSEC source: 0001127602-20-021254 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,050 Underlying: Common Stock · 388 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, 2020 Filed May 6, 2020 13:10 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 106 | $41.22 | $4,369.08 |
DisclosureSEC source: 0001127602-20-015589 · form4.xml · derivative · entry 4 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,662 Underlying: Common Stock · 106 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, 2020 Filed May 6, 2020 13:10 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 169 | $41.53 | $7,018.57 |
DisclosureSEC source: 0001127602-20-015589 · form4.xml · nonDerivative · entry 2 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,604 F1 · kind: Dividend Reinvestment for 2020. Read SEC document |
| May 05, 2020 Filed May 6, 2020 13:10 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 71 | $41.22 | $2,926.46 |
DisclosureSEC source: 0001127602-20-015589 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,435 F1 · kind: Dividend Reinvestment for 2020. Read SEC document |
| March 06, 2020 Filed Mar 9, 2020 12:51 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 2,599 | $38.67 | $100,503.33 |
DisclosureSEC source: 0001127602-20-009899 · form4.xml · nonDerivative · entry 2 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,364 Read SEC document |
| March 06, 2020 Filed Feb 9, 2021 18:29 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 28 | $36.00 | $1,008.00 |
DisclosureSEC source: 0001127602-21-004589 · form5.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,688 Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 12:51 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 255 | $39.18 | $9,990.90 |
DisclosureSEC source: 0001127602-20-009899 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,765 Read SEC document |
| March 03, 2020 Filed Feb 9, 2021 18:29 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 6,970 | $41.50 | $289,229.91 |
DisclosureSEC source: 0001127602-21-004589 · form5.xml · nonDerivative · entry 2 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,688 F1 · balance_after: The balance was adjusted to account for fractional shares from dividend reinvestment over time. Read SEC document |
| February 05, 2020 Filed Feb 6, 2020 20:47 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 144 | $48.35 | $6,962.95 |
DisclosureSEC source: 0001127602-20-003973 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,510 F1 · kind: Dividend Reinvestment for 2020. Read SEC document |
| February 05, 2020 Filed Feb 6, 2020 15:20 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 90 | $48.21 | $4,339.10 |
DisclosureSEC source: 0001127602-20-003857 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,556 Underlying: Common Stock · 90 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, 2020 Filed Jan 15, 2020 17:38 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001629 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,366 Read SEC document |
| January 03, 2020 Filed Jan 6, 2020 15:19 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 516 | $48.49 | $25,020.53 |
DisclosureSEC source: 0001127602-20-000981 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,466 Underlying: Common Stock · 516 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, 2019 Filed Nov 7, 2019 13:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 88 | $47.38 | $4,169.82 |
DisclosureSEC source: 0001127602-19-032093 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,950 Underlying: Common Stock · 88 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 |
| November 05, 2019 Filed Nov 7, 2019 13:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 142 | $47.39 | $6,728.88 |
DisclosureSEC source: 0001127602-19-032093 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,716 F1 · kind: Dividend reinvestment for 2019. Read SEC document |
| August 05, 2019 Filed Aug 6, 2019 18:31 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 94 | $43.98 | $4,134.40 |
DisclosureSEC source: 0001127602-19-026144 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,862 Underlying: Common Stock · 94 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 |
| August 05, 2019 Filed Aug 6, 2019 18:31 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 152 | $43.99 | $6,686.04 |
DisclosureSEC source: 0001127602-19-026144 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,574 F1 · kind: Dividend reinvestment for 2019. Read SEC document |
| July 09, 2019 Filed Jul 9, 2019 18:41 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-024232 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,422 Read SEC document |
| July 05, 2019 Filed Jul 9, 2019 18:41 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 538 | $46.48 | $25,008.07 |
DisclosureSEC source: 0001127602-19-024232 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,768 Underlying: Common Stock · 538 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 08, 2019 Filed May 9, 2019 12:58 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 82 | $47.80 | $3,919.46 |
DisclosureSEC source: 0001127602-19-017818 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,230 Underlying: Common Stock · 82 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 06, 2019 Filed May 9, 2019 12:58 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 132 | $48.97 | $6,464.01 |
DisclosureSEC source: 0001127602-19-017818 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,772 F1 · kind: Dividend reinvestment for 2019. Read SEC document |
| February 05, 2019 Filed Feb 7, 2019 17:39 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 75 | $45.42 | $3,406.85 |
DisclosureSEC source: 0001127602-19-004431 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,148 Underlying: Common Stock · 75 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, 2019 Filed Feb 7, 2019 17:39 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 122 | $45.64 | $5,568.07 |
DisclosureSEC source: 0001127602-19-004431 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,640 F1 · kind: Dividend reinvestment for 2019. Read SEC document |
| January 08, 2019 Filed Jan 9, 2019 15:27 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-001686 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,518 Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 17:17 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 597 | $41.89 | $25,010.54 |
DisclosureSEC source: 0001127602-19-001547 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,073 Underlying: Common Stock · 597 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, 2018 Filed Nov 7, 2018 13:46 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 74 | $43.68 | $3,232.68 |
DisclosureSEC source: 0001127602-18-032348 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,476 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 |
| November 05, 2018 Filed Nov 7, 2018 13:46 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 124 | $43.49 | $5,392.76 |
DisclosureSEC source: 0001127602-18-032348 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,868 Read SEC document |
| August 06, 2018 Filed Aug 7, 2018 16:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 66 | $48.34 | $3,190.14 |
DisclosureSEC source: 0001127602-18-024808 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,402 Underlying: Common Stock · 66 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 |
| August 06, 2018 Filed Aug 7, 2018 16:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 110 | $48.39 | $5,322.90 |
DisclosureSEC source: 0001127602-18-024808 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,744 F1 · kind: Dividend reinvestment for 2018. Read SEC document |
| July 10, 2018 Filed Jul 11, 2018 14:48 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-023079 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,634 Read SEC document |
| July 05, 2018 Filed Jul 9, 2018 19:53 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 512 | $48.78 | $24,977.05 |
DisclosureSEC source: 0001127602-18-022968 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,336 Underlying: Common Stock · 512 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 07, 2018 Filed May 8, 2018 19:42 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 64 | $48.15 | $3,081.88 |
DisclosureSEC source: 0001127602-18-016607 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,824 Underlying: Common Stock · 64 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 07, 2018 Filed May 10, 2018 18:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 107 | $48.06 | $5,142.37 |
DisclosureSEC source: 0001127602-18-016939 · form4.xml · nonDerivative · entry 2 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,984 F1 · kind: Dividend reinvestment for 2018. Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 13:41 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 53 | $48.31 | $2,560.27 |
DisclosureSEC source: 0001127602-18-004198 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,760 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 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, 2018 Filed May 10, 2018 18:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 90 | $48.26 | $4,343.36 |
DisclosureSEC source: 0001127602-18-016939 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,877 F1 · kind: Dividend reinvestment for 2018. Read SEC document |
| January 09, 2018 Filed Jan 9, 2018 21:05 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001450 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,787 Read SEC document |
| January 05, 2018 Filed Jan 9, 2018 21:05 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 526 | $48.53 | $25,529.36 |
DisclosureSEC source: 0001127602-18-001450 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,707 Underlying: Common Stock · 526 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 |
| December 13, 2017 Filed Dec 14, 2017 19:33 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 100 | $49.69 | $4,969.36 |
DisclosureSEC source: 0001127602-17-034634 · form4.xml · nonDerivative · entry 2 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,137 Read SEC document |
| November 07, 2017 Filed Nov 8, 2017 18:32 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 50 | $48.90 | $2,445.22 |
DisclosureSEC source: 0001127602-17-031580 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,181 Underlying: Common Stock · 50 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, 2017 Filed Dec 14, 2017 19:33 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 85 | $48.80 | $4,147.85 |
DisclosureSEC source: 0001127602-17-034634 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,037 F1 · kind: Dividend Reinvestment for 2017. Read SEC document |
| September 15, 2017 Filed Sep 18, 2017 19:25 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 113 | $44.18 | $4,992.34 |
DisclosureSEC source: 0001127602-17-027616 · form4.xml · nonDerivative · entry 2 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,952 Read SEC document |
| August 07, 2017 Filed Aug 8, 2017 13:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 52 | $46.17 | $2,400.66 |
DisclosureSEC source: 0001127602-17-025185 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,131 Underlying: Common Stock · 52 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.