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 07, 2017 Filed Sep 18, 2017 19:25 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 88 | $46.44 | $4,086.68 |
DisclosureSEC source: 0001127602-17-027616 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,839 F1 · kind: Dividend Reinvestment for 2017. Read SEC document |
| July 11, 2017 Filed Jul 12, 2017 13:29 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023537 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,751 Read SEC document |
| July 06, 2017 Filed Jul 7, 2017 19:32 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 570 | $46.50 | $26,507.28 |
DisclosureSEC source: 0001127602-17-023358 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,079 Underlying: Common Stock · 570 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 |
| June 16, 2017 Filed Jun 21, 2017 20:17 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 108 | $46.18 | $4,987.44 |
DisclosureSEC source: 0001127602-17-021979 · form4.xml · nonDerivative · entry 2 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,907 Read SEC document |
| May 05, 2017 Filed May 8, 2017 17:23 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 51 | $45.31 | $2,310.70 |
DisclosureSEC source: 0001127602-17-017219 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,509 Underlying: Common Stock · 51 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, 2017 Filed Jun 21, 2017 20:17 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 85 | $45.58 | $3,874.05 |
DisclosureSEC source: 0001127602-17-021979 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,799 F1 · kind: Dividend Reinvestment for 2017. Read SEC document |
| March 14, 2017 Filed Mar 21, 2017 16:13 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 112 | $44.36 | $4,968.32 |
DisclosureSEC source: 0001127602-17-012508 · form4.xml · nonDerivative · entry 2 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,714 Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 17:10 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 44 | $44.57 | $1,960.86 |
DisclosureSEC source: 0001127602-17-004487 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,458 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 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 06, 2017 Filed Mar 21, 2017 16:13 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 74 | $44.57 | $3,298.17 |
DisclosureSEC source: 0001127602-17-012508 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,602 F1 · kind: Dividend reinvestment for 2016. Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 21:18 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001543 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,528 Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 21:18 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 560 | $45.57 | $25,516.46 |
DisclosureSEC source: 0001127602-17-001543 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,414 Underlying: Common Stock · 560 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 14, 2016 Filed Dec 16, 2016 20:54 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 109 | $45.80 | $4,992.20 |
DisclosureSEC source: 0001127602-16-070251 · form4.xml · nonDerivative · entry 2 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,684 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 14:38 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 52 | $36.30 | $1,887.78 |
DisclosureSEC source: 0001127602-16-066312 · form4.xml · derivative · entry 3 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,854 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 |
| November 07, 2016 Filed Dec 16, 2016 20:54 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 86 | $36.41 | $3,131.51 |
DisclosureSEC source: 0001127602-16-070251 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,575 F1 · kind: Dividend reinvestment for 2016. Read SEC document |
| September 20, 2016 Filed Sep 26, 2016 13:20 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 140 | $35.62 | $4,986.80 |
DisclosureSEC source: 0001127602-16-063143 · form4.xml · nonDerivative · entry 2 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,489 Read SEC document |
| August 05, 2016 Filed Sep 26, 2016 13:20 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 85 | $35.56 | $3,022.60 |
DisclosureSEC source: 0001127602-16-063143 · form4.xml · nonDerivative · entry 1 Smith Brian J · CIK 0001525177 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,349 F1 · kind: Dividend reinvestment for 2016. 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.