Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LAKELAND FINANCIAL CORPLKFN · Entity 4705 | EVP & CFO | 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 | 36,966 |
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 2,600 · Balance 36,966 |
| Common StockSEC Table I · non-derivative | Direct | 34,066 |
Reported balance
After 2026-02-02 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2026-02-02 · Sale · Disposed 2,900 · Balance 34,066 |
| Common StockSEC Table I · non-derivative | Direct | 36,113 |
Reported balance
After 2026-02-02 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2026-02-02 · Grant · Acquired 2,047 · Balance 36,113 |
| Common StockSEC Table I · non-derivative | Direct | 34,528 |
Reported balance
After 2026-02-02 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2026-02-02 · Tax withholding · Disposed 1,585 · Balance 34,528 |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 4,289 |
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 535 · Balance 4,289 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 |
|---|---|---|---|---|---|---|
| February 04, 2020 Filed Feb 4, 2020 19:16 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 5,400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003424 · form4.xml · derivative · entry 5 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,400 Underlying: Common Stock · 5,400 shares Expires 2023-02-01 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 |
| January 31, 2020 Filed Feb 4, 2020 19:16 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionRestricted Stock Units · Derivative | 7,182 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003424 · form4.xml · derivative · entry 4 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,182 shares Expires 2020-02-01 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 · 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. F4 · derivative.underlying_shares: Shares adjusted due to performance criteria. Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 19:16 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 3,135 | $47.44 | $148,724.40 |
DisclosureSEC source: 0001127602-20-003424 · form4.xml · nonDerivative · entry 2 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,845 Read SEC document |
| January 31, 2020 Filed Feb 4, 2020 19:16 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionCommon Stock | 7,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003424 · form4.xml · nonDerivative · entry 1 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,980 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 |
| December 31, 2019 Filed Feb 6, 2020 17:52 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 444 | $45.73 | $20,304.12 |
DisclosureSEC source: 0001127602-20-003884 · form5.xml · nonDerivative · entry 2 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 1,593 F2 · kind: Salary redirection to 401(k) plan for 2019. Read SEC document |
| December 31, 2019 Filed Feb 6, 2020 17:52 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 380 | $45.73 | $17,377.40 |
DisclosureSEC source: 0001127602-20-003884 · form5.xml · nonDerivative · entry 1 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,178 F1 · kind: Dividend reinvestment for 2019. Read SEC document |
| August 23, 2019 Filed Aug 26, 2019 12:42 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 500 | $41.58 | $20,790.00 |
DisclosureSEC source: 0001127602-19-027355 · form4.xml · nonDerivative · entry 1 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,798 Read SEC document |
| August 02, 2019 Filed Aug 5, 2019 15:28 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 250 | $44.81 | $11,202.50 |
DisclosureSEC source: 0001127602-19-025961 · form4.xml · nonDerivative · entry 2 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,298 Read SEC document |
| August 02, 2019 Filed Aug 5, 2019 15:28 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 250 | $44.79 | $11,197.50 |
DisclosureSEC source: 0001127602-19-025961 · form4.xml · nonDerivative · entry 1 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,048 Read SEC document |
| February 05, 2019 Filed Feb 5, 2019 18:43 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 5,400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-003980 · form4.xml · derivative · entry 5 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,400 Underlying: Common Stock · 5,400 shares Expires 2022-02-01 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 |
| February 01, 2019 Filed Feb 5, 2019 18:43 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionRestricted Stock Units · Derivative | 8,520 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-003980 · form4.xml · derivative · entry 4 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,520 shares Expires 2019-02-01 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 · 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. F4 · derivative.underlying_shares: Shares adjusted due to performance criteria. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 18:43 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 3,699 | $45.32 | $167,638.68 |
DisclosureSEC source: 0001127602-19-003980 · form4.xml · nonDerivative · entry 2 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,577 Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 18:43 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionCommon Stock | 8,520 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-003980 · form4.xml · nonDerivative · entry 1 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,276 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 |
| December 31, 2018 Filed Feb 14, 2019 16:06 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 379 | $47.22 | $17,896.38 |
DisclosureSEC source: 0001127602-19-005864 · form5.xml · nonDerivative · entry 2 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 1,149 F2 · kind: Salary redirection to 401(k) plan for 2018. Read SEC document |
| December 31, 2018 Filed Feb 14, 2019 16:06 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 221 | $47.22 | $10,435.62 |
DisclosureSEC source: 0001127602-19-005864 · form5.xml · nonDerivative · entry 1 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,977 F1 · kind: Dividend reinvestment for 2018. Read SEC document |
| March 12, 2018 Filed Mar 13, 2018 14:27 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 1,050 | $48.26 | $50,674.05 |
DisclosureSEC source: 0001127602-18-011309 · form4.xml · nonDerivative · entry 1 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,756 Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 15:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionRestricted Stock Units · Derivative | 7,800 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004220 · form4.xml · derivative · entry 4 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,800 shares Expires 2018-02-01 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 · 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. F4 · derivative.underlying_shares: Shares adjusted due to performance criteria. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 15:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 3,394 | $48.21 | $163,624.74 |
DisclosureSEC source: 0001127602-18-004220 · form4.xml · nonDerivative · entry 2 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,700 Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 15:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionCommon Stock | 7,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004220 · form4.xml · nonDerivative · entry 1 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,094 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 01, 2018 Filed Jan 2, 2018 20:11 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 5,400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-000094 · form4.xml · derivative · entry 3 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,400 Underlying: Common Stock · 5,400 shares Expires 2021-02-01 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, 2017 Filed Feb 14, 2018 13:53 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 397 | $45.84 | $18,198.48 |
DisclosureSEC source: 0001127602-18-005634 · form5.xml · nonDerivative · entry 2 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 770 F2 · kind: Salary redirection to 401(k) plan for 2017. Read SEC document |
| December 31, 2017 Filed Feb 14, 2018 13:53 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 106 | $45.84 | $4,859.04 |
DisclosureSEC source: 0001127602-18-005634 · form5.xml · nonDerivative · entry 1 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,400 F1 · kind: Dividend Reinvestment for 2017. Read SEC document |
| August 11, 2017 Filed Aug 11, 2017 19:05 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 500 | $43.50 | $21,750.00 |
DisclosureSEC source: 0001127602-17-025463 · form4.xml · nonDerivative · entry 1 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,294 Read SEC document |
| April 16, 2017 Filed Apr 18, 2017 17:16 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionRestricted Stock Units · Derivative | 4,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014884 · form4.xml · derivative · entry 4 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,500 shares Expires 2017-04-16 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 Restricted Stock Unit exercises into 1 share of Common Stock. F2 · 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 |
| April 16, 2017 Filed Apr 18, 2017 17:16 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 1,834 | $41.73 | $76,532.82 |
DisclosureSEC source: 0001127602-17-014884 · form4.xml · nonDerivative · entry 2 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,794 Read SEC document |
| April 16, 2017 Filed Apr 18, 2017 17:16 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014884 · form4.xml · nonDerivative · entry 1 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,628 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 30, 2017 Filed Jan 31, 2017 20:03 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionRestricted Stock Units · Derivative | 7,140 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003058 · form4.xml · derivative · entry 4 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,140 shares Expires 2017-02-01 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 · 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. F4 · derivative.underlying_shares: Shares adjusted due to performance criteria. Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 20:03 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 2,262 | $45.72 | $103,418.64 |
DisclosureSEC source: 0001127602-17-003058 · form4.xml · nonDerivative · entry 2 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,128 Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 20:03 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionCommon Stock | 7,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003058 · form4.xml · nonDerivative · entry 1 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,390 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 01, 2017 Filed Jan 3, 2017 19:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 5,400 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000127 · form4.xml · derivative · entry 3 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,400 Underlying: Common Stock · 5,400 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 13:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 282 | $33.95 | $9,573.90 |
DisclosureSEC source: 0001127602-17-005115 · form5.xml · nonDerivative · entry 1 O'Neill Lisa M · CIK 0001605993 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 373 F1 · kind: Salary redirection to 401(k) plan 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.