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 | 957 |
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 8 · Balance 957 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 |
|---|---|---|---|---|---|---|
| November 05, 2018 Filed Nov 7, 2018 13:40 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 4 | $43.68 | $174.74 |
DisclosureSEC source: 0001127602-18-032346 · form4.xml · derivative · entry 2 PICHON EMILY E · CIK 0001189410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 774 Underlying: Common Stock · 4 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exersises 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 22, 2018 Filed Aug 22, 2018 17:01 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 500 | $50.85 | $25,426.50 |
DisclosureSEC source: 0001127602-18-025967 · form4.xml · nonDerivative · entry 1 PICHON EMILY E · CIK 0001189410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,363 Read SEC document |
| August 06, 2018 Filed Aug 7, 2018 16:28 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 4 | $48.34 | $193.34 |
DisclosureSEC source: 0001127602-18-024806 · form4.xml · derivative · entry 2 PICHON EMILY E · CIK 0001189410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 770 Underlying: Common Stock · 4 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exersises 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 10, 2018 Filed Jul 11, 2018 14:41 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-023075 · form4.xml · nonDerivative · entry 1 PICHON EMILY E · CIK 0001189410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,863 Read SEC document |
| May 07, 2018 Filed May 8, 2018 19:36 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 4 | $48.15 | $192.62 |
DisclosureSEC source: 0001127602-18-016604 · form4.xml · derivative · entry 2 PICHON EMILY E · CIK 0001189410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 766 Underlying: Common Stock · 4 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exersises 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 Feb 6, 2018 13:37 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 4 | $48.31 | $193.23 |
DisclosureSEC source: 0001127602-18-004196 · form4.xml · derivative · entry 2 PICHON EMILY E · CIK 0001189410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762 Underlying: Common Stock · 4 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exersises 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, 2018 Filed Jan 9, 2018 21:31 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001481 · form4.xml · nonDerivative · entry 1 PICHON EMILY E · CIK 0001189410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,213 Read SEC document |
| November 07, 2017 Filed Nov 8, 2017 18:27 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 3 | $48.90 | $146.71 |
DisclosureSEC source: 0001127602-17-031578 · form4.xml · derivative · entry 2 PICHON EMILY E · CIK 0001189410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 758 Underlying: Common Stock · 3 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exersises 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, 2017 Filed Aug 8, 2017 13:53 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 4 | $46.17 | $184.67 |
DisclosureSEC source: 0001127602-17-025183 · form4.xml · derivative · entry 2 PICHON EMILY E · CIK 0001189410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 755 Underlying: Common Stock · 4 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exersises 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, 2017 Filed Jul 12, 2017 13:17 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023532 · form4.xml · nonDerivative · entry 1 PICHON EMILY E · CIK 0001189410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,563 Read SEC document |
| May 05, 2017 Filed May 8, 2017 17:18 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 3 | $45.31 | $135.92 |
DisclosureSEC source: 0001127602-17-017217 · form4.xml · derivative · entry 2 PICHON EMILY E · CIK 0001189410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 751 Underlying: Common Stock · 3 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exersises 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, 2017 Filed Feb 8, 2017 16:39 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 4 | $43.81 | $175.24 |
DisclosureSEC source: 0001127602-17-004475 · form4.xml · derivative · entry 2 PICHON EMILY E · CIK 0001189410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 748 Underlying: Common Stock · 4 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exersises 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, 2017 Filed Jan 11, 2017 21:10 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001533 · form4.xml · nonDerivative · entry 1 PICHON EMILY E · CIK 0001189410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,719 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 14:35 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantPhantom Stock · Derivative | 4 | $36.30 | $145.21 |
DisclosureSEC source: 0001127602-16-066310 · form4.xml · derivative · entry 2 PICHON EMILY E · CIK 0001189410 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 744 Underlying: Common Stock · 4 shares Expires not disclosed F1 · derivative.exercise_price: Each phantom stock unit exersises 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. 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.