Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LAKELAND FINANCIAL CORPLKFN · Entity 4705 | SVP, General Counsel | 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 | 14,438 |
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 1,802 · Balance 14,438 |
| Common StockSEC Table I · non-derivative | Direct | 15,713 |
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 1,275 · Balance 15,713 |
| Common StockSEC Table I · non-derivative | Direct | 14,768 |
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 945 · Balance 14,768 |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 1,168 |
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 37 · Balance 1,168 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 03, 2026 Filed Feb 4, 2026 20:59 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 1,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001794525-26-000002 · wk-form4_1770238793.xml · nonDerivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,438 Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 20:59 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 945 | $60.76 | $57,418.20 |
DisclosureSEC source: 0001794525-26-000002 · wk-form4_1770238793.xml · nonDerivative · entry 4 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,768 Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 20:59 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 1,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001794525-26-000002 · wk-form4_1770238793.xml · nonDerivative · entry 3 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,713 Read SEC document |
| December 31, 2025 Filed Feb 4, 2026 20:59 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 37 | $61.96 | $2,292.52 |
DisclosureSEC source: 0001794525-26-000002 · wk-form4_1770238793.xml · nonDerivative · entry 2 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Indirect · 401(k) Plan Disclosed balance after: 1,168 F1 · kind: Salary redirection and/or dividend reinvestment in 401(k) plan for 2025. Read SEC document |
| February 04, 2025 Filed Feb 5, 2025 19:33 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 2,138 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-25-000055 · wk-form4_1738783988.xml · nonDerivative · entry 3 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,636 Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 19:33 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 983 | $66.18 | $65,054.94 |
DisclosureSEC source: 0000721994-25-000055 · wk-form4_1738783988.xml · nonDerivative · entry 2 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,498 Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 19:33 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 1,913 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-25-000055 · wk-form4_1738783988.xml · nonDerivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,481 Read SEC document |
| December 31, 2024 Filed Feb 5, 2025 19:33 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 34 | $65.02 | $2,210.68 |
DisclosureSEC source: 0000721994-25-000055 · wk-form4_1738783988.xml · nonDerivative · entry 4 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Indirect · 401(k) Plan Disclosed balance after: 1,131 F1 · kind: Salary redirection and/or dividend reinvestment in 401(k) plan for 2024. Read SEC document |
| September 13, 2024 Filed Sep 16, 2024 14:05 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 800 | $65.42 | $52,338.88 |
DisclosureSEC source: 0000721994-24-000128 · wk-form4_1726495510.xml · nonDerivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,568 Read SEC document |
| February 06, 2024 Filed Feb 7, 2024 18:00 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 1,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003637 · form4.xml · nonDerivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,518 Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 19:17 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 1,573 | $65.39 | $102,858.47 |
DisclosureSEC source: 0001127602-24-003326 · form4.xml · nonDerivative · entry 3 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,505 Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 19:17 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 4,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003326 · form4.xml · nonDerivative · entry 2 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,078 F1 · shares: On February 2, 2021 the reporting person was granted an award of 4,050 restricted stock units that were subject to vesting based on individual and corporate performance criteria, which grant was previously reported on Table II. The issuer's Compensation Committee determined that 4,779 shares of common stock would be issued in settlement of the award. Read SEC document |
| December 31, 2023 Filed Feb 14, 2024 19:20 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 35 | $57.20 | $2,002.00 |
DisclosureSEC source: 0001127602-24-004978 · form4.xml · nonDerivative · entry 2 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Indirect · 401(k) Plan Disclosed balance after: 1,097 F1 · kind: Salary redirection and/or dividend reinvestment in 401(k) plan for 2023. Read SEC document |
| December 12, 2023 Filed Feb 14, 2024 19:20 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 150 | $61.61 | $9,240.83 |
DisclosureSEC source: 0001127602-24-004978 · form4.xml · nonDerivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,149 Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 18:53 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 712 | $70.38 | $50,110.56 |
DisclosureSEC source: 0001127602-23-005493 · form4.xml · nonDerivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,299 Read SEC document |
| February 07, 2023 Filed Feb 8, 2023 14:12 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 1,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003904 · form4.xml · nonDerivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,861 Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 15:56 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 1,845 | $73.16 | $134,980.20 |
DisclosureSEC source: 0001127602-23-003631 · form4.xml · nonDerivative · entry 2 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,848 Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 15:56 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 4,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003631 · form4.xml · nonDerivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,693 F1 · shares: On February 4, 2020 the reporting person was granted an award of 4,050 restricted stock units that were subject to vesting based on individual and corporate performance criteria, which grant was previously reported on Table II. The issuer's Compensation Committee determined that 4,779 shares of common stock would be issued in settlement of the award. Read SEC document |
| December 31, 2022 Filed Feb 13, 2023 12:49 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 22 | $75.57 | $1,662.54 |
DisclosureSEC source: 0001127602-23-004616 · form5.xml · nonDerivative · entry 2 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 1,062 F1 · kind: Salary redirection and/or dividend reinvestment in 401(k) plan for 2022. Read SEC document |
| June 17, 2022 Filed Feb 13, 2023 12:49 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004616 · form5.xml · nonDerivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,064 Read SEC document |
| March 15, 2022 Filed Mar 15, 2022 20:03 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 525 | $82.00 | $43,050.00 |
DisclosureSEC source: 0001127602-22-009301 · form4.xml · nonDerivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,914 Read SEC document |
| February 04, 2022 Filed Feb 7, 2022 21:58 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 1,143 | $80.98 | $92,560.14 |
DisclosureSEC source: 0001127602-22-003580 · form4.xml · nonDerivative · entry 2 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,439 Read SEC document |
| February 04, 2022 Filed Feb 7, 2022 21:58 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 2,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003580 · form4.xml · nonDerivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,582 F1 · shares: On November 12, 2019 the reporting person was granted an award of 4,050 restricted stock units that were subject to vesting based on individual and corporate performance criteria, which grant was previously reported on Table II. The issuer's Compensation Committee determined that 2,673 shares of common stock would be issued in settlement of the award. Read SEC document |
| February 01, 2022 Filed Feb 1, 2022 21:08 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 1,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002730 · form4.xml · nonDerivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,909 Read SEC document |
| December 31, 2021 Filed Feb 7, 2022 15:03 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 20 | $67.33 | $1,346.60 |
DisclosureSEC source: 0001127602-22-003466 · form5.xml · nonDerivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 1,040 F1 · kind: Salary redirection and/or dividend reinvestment in 401(k) plan for 2021. Read SEC document |
| February 08, 2021 Filed Feb 8, 2021 18:54 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 800 | $62.34 | $49,869.44 |
DisclosureSEC source: 0001127602-21-004298 · form4.xml · nonDerivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 896 Read SEC document |
| February 02, 2021 Filed Feb 3, 2021 14:27 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 4,050 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-003616 · form4.xml · derivative · entry 3 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,050 Underlying: Common Stock · 4,050 shares Expires 2024-02-01 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 04, 2021 Filed Jan 5, 2021 18:37 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionRestricted Stock Units · Derivative | 3,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-000384 · form4.xml · derivative · entry 4 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2021-01-31 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 |
| January 04, 2021 Filed Jan 5, 2021 18:37 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 1,304 | $53.88 | $70,259.52 |
DisclosureSEC source: 0001127602-21-000384 · form4.xml · nonDerivative · entry 2 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,696 Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 18:37 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-000384 · form4.xml · nonDerivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 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, 2020 Filed Feb 9, 2021 18:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 20 | $45.13 | $902.60 |
DisclosureSEC source: 0001127602-21-004613 · form5.xml · nonDerivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 1,020 F1 · kind: Salary redirection and/or dividend reinvestment in 401(k) plan for 2020. Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 17:47 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 1,000 | $34.05 | $34,050.00 |
DisclosureSEC source: 0001127602-20-010573 · form4.xml · nonDerivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 1,000 Read SEC document |
| February 04, 2020 Filed Feb 4, 2020 19:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 4,050 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003437 · form4.xml · derivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,050 Underlying: Common Stock · 4,050 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 |
| November 12, 2019 Filed Nov 19, 2019 15:13 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 4,050 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-033122 · form4.xml · derivative · entry 2 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,050 Underlying: Common Stock · 4,050 shares Expires 2022-02-01 F3 · security: The Restricted Stock Units are subject to forfeiture based on corporate performance criteria. 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 |
| November 12, 2019 Filed Nov 19, 2019 15:13 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 3,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-033122 · form4.xml · derivative · entry 1 Donovan James Rickard · CIK 0001794525 · SVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2021-01-31 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.