Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LAKELAND FINANCIAL CORPLKFN · Entity 4705 | Director | May 05, 2026 | May 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 May 05, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,001 |
Ending reported balance
After 2026-05-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-05 · Sale · Disposed 19 · Balance 28,282 Row 2 · 2026-05-06 · Sale · Disposed 1,281 · Balance 27,001 |
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 |
|---|---|---|---|---|---|---|
| May 06, 2026 Filed May 6, 2026 18:02 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 1,281 | $62.50 | $80,062.50 |
DisclosureSEC source: 0001189415-26-000004 · wk-form4_1778090537.xml · nonDerivative · entry 2 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,001 Read SEC document |
| May 05, 2026 Filed May 6, 2026 18:02 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 19 | $62.50 | $1,187.50 |
DisclosureSEC source: 0001189415-26-000004 · wk-form4_1778090537.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,282 Read SEC document |
| January 13, 2026 Filed Jan 14, 2026 19:17 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001189415-26-000002 · wk-form4_1768418246.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,301 Read SEC document |
| July 08, 2025 Filed Jul 9, 2025 19:19 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-25-000163 · wk-form4_1752088778.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,651 Read SEC document |
| January 29, 2025 Filed Feb 12, 2025 19:16 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 1,800 | $69.95 | $125,910.00 |
DisclosureSEC source: 0000721994-25-000081 · wk-form5_1739387805.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,001 Read SEC document |
| January 14, 2025 Filed Jan 15, 2025 18:39 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-25-000024 · wk-form4_1736966363.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,801 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: 0000721994-24-000082 · wk-form4_1720636428.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,151 Read SEC document |
| March 04, 2024 Filed Mar 7, 2024 19:00 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 1,300 | $64.50 | $83,850.00 |
DisclosureSEC source: 0001127602-24-008969 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,501 Read SEC document |
| January 09, 2024 Filed Jan 11, 2024 15:28 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001192 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,801 Read SEC document |
| July 11, 2023 Filed Jul 12, 2023 15:00 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-020589 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,151 Read SEC document |
| February 16, 2023 Filed Mar 28, 2023 20:12 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 1,300 | $70.00 | $91,000.00 |
DisclosureSEC source: 0001127602-23-011483 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,501 Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 20:20 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-001316 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,801 Read SEC document |
| July 12, 2022 Filed Jul 14, 2022 12:43 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-019284 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,151 Read SEC document |
| February 08, 2022 Filed Feb 9, 2022 16:18 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 2,300 | $82.00 | $188,600.00 |
DisclosureSEC source: 0001127602-22-003883 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,501 Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 14:48 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001416 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,201 Read SEC document |
| July 13, 2021 Filed Jul 15, 2021 19:30 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021987 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,551 Read SEC document |
| May 03, 2021 Filed Feb 7, 2022 15:41 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 1,000 | $66.28 | $66,284.20 |
DisclosureSEC source: 0001127602-22-003477 · form5.xml · nonDerivative · entry 2 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,151 Read SEC document |
| January 12, 2021 Filed Jan 13, 2021 16:47 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-001578 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,901 Read SEC document |
| July 14, 2020 Filed Jul 15, 2020 17:51 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021552 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,251 Read SEC document |
| February 05, 2020 Filed Feb 6, 2020 20:39 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 1,000 | $48.00 | $48,000.00 |
DisclosureSEC source: 0001127602-20-003971 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,601 Read SEC document |
| January 14, 2020 Filed Jan 15, 2020 17:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001627 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,601 Read SEC document |
| July 09, 2019 Filed Jul 9, 2019 18:37 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-024230 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,951 Read SEC document |
| February 20, 2019 Filed Feb 7, 2022 15:41 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 1,400 | $47.87 | $67,023.60 |
DisclosureSEC source: 0001127602-22-003477 · form5.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,151 Read SEC document |
| January 08, 2019 Filed Jan 9, 2019 15:23 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-001683 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,301 Read SEC document |
| July 10, 2018 Filed Jul 11, 2018 14:44 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-023077 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,651 Read SEC document |
| May 02, 2018 Filed May 2, 2018 19:05 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 9,320 | $48.00 | $447,360.00 |
DisclosureSEC source: 0001127602-18-015923 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,001 Read SEC document |
| January 09, 2018 Filed Jan 9, 2018 21:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001484 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,169 Read SEC document |
| December 31, 2017 Filed Feb 14, 2018 14:12 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 152 | $45.84 | $6,967.68 |
DisclosureSEC source: 0001127602-18-005649 · form5.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,671 F1 · kind: Dividend Reinvestment for 2017. Read SEC document |
| July 11, 2017 Filed Jul 12, 2017 13:25 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023535 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,519 Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 21:14 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001538 · form4.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,921 Read SEC document |
| December 31, 2016 Filed Feb 13, 2017 13:11 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 754 | $33.95 | $25,598.30 |
DisclosureSEC source: 0001127602-17-005102 · form5.xml · nonDerivative · entry 1 ROSS STEVEN D · CIK 0001189415 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,831 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.