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 | IndirectBy Spouse | 10,380 |
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 87 · Balance 10,380 F1: Each Phantom Stock unit exercises into 1 share of Common Stock. F2: The Phantom Stock will be delivered in 6 remaining annual installments. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Phantom Stock unit exercises into 1 share of Common Stock.
F2: The Phantom Stock will be delivered in 6 remaining annual installments.
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 19:31 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 87 | $63.25 | $5,502.75 |
DisclosureSEC source: 0002070264-26-000008 · wk-form4_1786044665.xml · derivative · entry 1 Truex Melinda Jo · CIK 0002070264 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 10,380 Underlying: Common Stock · 87 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock unit exercises into 1 share of Common Stock. F2 · derivative.exercise_date: The Phantom Stock will be delivered in 6 remaining annual installments. F2 · derivative.expiration_date: The Phantom Stock will be delivered in 6 remaining annual installments. Read SEC document |
| May 05, 2026 Filed May 6, 2026 13:04 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 88 | $61.92 | $5,449.10 |
DisclosureSEC source: 0002070264-26-000006 · wk-form4_1778072694.xml · derivative · entry 1 Truex Melinda Jo · CIK 0002070264 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 10,293 Underlying: Common Stock · 88 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock unit exercises into 1 share of Common Stock. F2 · derivative.exercise_date: The Phantom Stock will be delivered in 6 remaining annual installments. F2 · derivative.expiration_date: The Phantom Stock will be delivered in 6 remaining annual installments. Read SEC document |
| February 05, 2026 Filed Feb 6, 2026 19:56 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 87 | $62.10 | $5,402.70 |
DisclosureSEC source: 0002070264-26-000004 · wk-form4_1770407763.xml · derivative · entry 1 Truex Melinda Jo · CIK 0002070264 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 10,205 Underlying: Common Stock · 87 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock unit exercises into 1 share of Common Stock. F2 · derivative.exercise_date: The Phantom Stock will be delivered in 6 remaining annual installments. F2 · derivative.expiration_date: The Phantom Stock will be delivered in 6 remaining annual installments. Read SEC document |
| January 14, 2026 Filed Jan 14, 2026 21:51 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionPhantom Stock · Derivative | 2,138 | $0.00 | $0.00 |
DisclosureSEC source: 0002070264-26-000002 · wk-form4_1768427479.xml · derivative · entry 3 Truex Melinda Jo · CIK 0002070264 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 10,118 Underlying: Common Stock · 2,138 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Phantom Stock unit exercises into 1 share of Common Stock. F2 · derivative.exercise_date: The Phantom Stock will be delivered in 6 remaining annual installments. F2 · derivative.expiration_date: The Phantom Stock will be delivered in 6 remaining annual installments. Read SEC document |
| January 14, 2026 Filed Jan 14, 2026 21:51 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionCommon Stock | 2,138 | $0.00 | $0.00 |
DisclosureSEC source: 0002070264-26-000002 · wk-form4_1768427479.xml · nonDerivative · entry 2 Truex Melinda Jo · CIK 0002070264 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 33,754 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 13, 2026 Filed Jan 14, 2026 21:51 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0002070264-26-000002 · wk-form4_1768427479.xml · nonDerivative · entry 1 Truex Melinda Jo · CIK 0002070264 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,135 Read SEC document |
| November 05, 2025 Filed Nov 6, 2025 21:37 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 107 | $58.19 | $6,226.06 |
DisclosureSEC source: 0002070264-25-000002 · wk-form4_1762465063.xml · derivative · entry 1 Truex Melinda Jo · CIK 0002070264 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 12,256 Underlying: Common Stock · 107 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock unit exercises into 1 share of Common Stock. F2 · derivative.exercise_date: The Phantom Stock will be delivered in 7 remaining annual installments. F2 · derivative.expiration_date: The Phantom Stock will be delivered in 7 remaining annual installments. Read SEC document |
| July 08, 2025 Filed Jul 9, 2025 19:33 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-25-000183 · wk-form4_1752089584.xml · nonDerivative · entry 2 Truex Melinda Jo · CIK 0002070264 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,485 Read SEC document |
| June 11, 2025 Filed Jul 9, 2025 19:33 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 18,328 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-25-000183 · wk-form4_1752089584.xml · nonDerivative · entry 1 Truex Melinda Jo · CIK 0002070264 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,835 Read SEC document |
| May 22, 2025 Filed May 27, 2025 16:06 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 8,309 | $60.11 | $499,453.99 |
DisclosureSEC source: 0000721994-25-000155 · wk-form4_1748361998.xml · nonDerivative · entry 1 Truex Melinda Jo · CIK 0002070264 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,507 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.