Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LAKELAND FINANCIAL CORPLKFN · Entity 4705 | CEO | December 31, 2025 | February 04, 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 December 31, 2025 · Filed February 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 115,878 |
Reported balance
After 2026-02-03 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2026-02-03 · Grant · Acquired 6,400 · Balance 115,878 |
| Common StockSEC Table I · non-derivative | Direct | 120,918 |
Reported balance
After 2026-02-02 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2026-02-02 · Grant · Acquired 5,040 · Balance 120,918 |
| Common StockSEC Table I · non-derivative | Direct | 116,918 |
Reported balance
After 2026-02-02 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2026-02-02 · Tax withholding · Disposed 4,000 · Balance 116,918 |
| Common StockSEC Table I · non-derivative | Direct | 113,918 |
Reported balance
After 2026-02-04 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2026-02-04 · Sale · Disposed 3,000 · Balance 113,918 |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 15,181 |
Reported balance
After 2025-12-31 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-12-31 · Other · Acquired 483 · Balance 15,181 F1: Salary redirection and/or dividend reinvestment in 401(k) plan for 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Salary redirection and/or dividend reinvestment in 401(k) plan for 2025.
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 01, 2017 Filed Jan 3, 2017 19:16 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 16,200 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000093 · form4.xml · derivative · entry 4 FINDLAY DAVID M · CIK 0001189382 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,200 Underlying: Common Stock · 16,200 shares Expires 2020-02-01 F1 · security: The Restricted Stock Units are subject to forfeiture based on corporate performance criteria. F2 · derivative.exercise_price: Each Restricted Stock Unit exercises into 1 share of Common Stock. F3 · derivative.expiration_date: Restricted Stock Unit awards are a conditional promise to transfer a share at a specific futurue date and do not have an expiration date. Read SEC document |
| December 31, 2016 Filed Feb 13, 2017 13:22 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 489 | $33.95 | $16,601.55 |
DisclosureSEC source: 0001127602-17-005108 · form5.xml · nonDerivative · entry 1 FINDLAY DAVID M · CIK 0001189382 · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 22,221 F1 · kind: Salary redirection to 401(k) plan for 2016. Read SEC document |
| October 28, 2016 Filed Nov 1, 2016 15:02 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionStock Options (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $16.03 | $0.00 |
DisclosureSEC source: 0001127602-16-065592 · form4.xml · derivative · entry 5 FINDLAY DAVID M · CIK 0001189382 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2018-05-14 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 |
| October 28, 2016 Filed Nov 1, 2016 15:02 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 8,200 | $36.50 | $299,300.00 |
DisclosureSEC source: 0001127602-16-065592 · form4.xml · nonDerivative · entry 2 FINDLAY DAVID M · CIK 0001189382 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,775 Read SEC document |
| October 28, 2016 Filed Nov 1, 2016 15:02 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065592 · form4.xml · nonDerivative · entry 1 FINDLAY DAVID M · CIK 0001189382 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,975 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.