Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LAKELAND FINANCIAL CORPLKFN · Entity 4705 | SVP, Chief Accounting Officer | 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 | 3,354 |
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 740 · Balance 3,354 |
| Common StockSEC Table I · non-derivative | Direct | 3,779 |
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 425 · Balance 3,779 |
| Common StockSEC Table I · non-derivative | Direct | 3,504 |
Reported balance
After 2026-02-02 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2026-02-02 · Sale · Disposed 275 · Balance 3,504 |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 758 |
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 80 · Balance 758 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 21:00 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 740 | $0.00 | $0.00 |
DisclosureSEC source: 0001771201-26-000002 · wk-form4_1770238819.xml · nonDerivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,354 Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 21:00 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 275 | $60.76 | $16,709.00 |
DisclosureSEC source: 0001771201-26-000002 · wk-form4_1770238819.xml · nonDerivative · entry 4 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,504 Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 21:00 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 425 | $0.00 | $0.00 |
DisclosureSEC source: 0001771201-26-000002 · wk-form4_1770238819.xml · nonDerivative · entry 3 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,779 Read SEC document |
| December 31, 2025 Filed Feb 4, 2026 21:00 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 80 | $61.96 | $4,956.80 |
DisclosureSEC source: 0001771201-26-000002 · wk-form4_1770238819.xml · nonDerivative · entry 2 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Indirect · 401(k) Plan Disclosed balance after: 758 F1 · kind: Salary redirection and/or dividend reinvestment in 401(k) plan for 2025. Read SEC document |
| February 04, 2025 Filed Feb 5, 2025 19:32 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 740 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-25-000053 · wk-form4_1738783928.xml · nonDerivative · entry 3 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,614 Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 19:32 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 352 | $66.18 | $23,295.36 |
DisclosureSEC source: 0000721994-25-000053 · wk-form4_1738783928.xml · nonDerivative · entry 2 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,874 Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 19:32 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 637 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-25-000053 · wk-form4_1738783928.xml · nonDerivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,226 Read SEC document |
| December 31, 2024 Filed Feb 5, 2025 19:32 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 69 | $65.02 | $4,486.38 |
DisclosureSEC source: 0000721994-25-000053 · wk-form4_1738783928.xml · nonDerivative · entry 4 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Indirect · 401(k) Plan Disclosed balance after: 678 F1 · kind: Salary redirection and/or dividend reinvestment in 401(k) plan for 2024. Read SEC document |
| November 06, 2024 Filed Nov 6, 2024 18:00 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 150 | $75.51 | $11,325.90 |
DisclosureSEC source: 0000721994-24-000163 · wk-form4_1730916020.xml · nonDerivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,589 Read SEC document |
| July 30, 2024 Filed Jul 31, 2024 12:45 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 415 | $68.91 | $28,598.36 |
DisclosureSEC source: 0000721994-24-000100 · wk-form4_1722429919.xml · nonDerivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,739 Read SEC document |
| February 06, 2024 Filed Feb 7, 2024 17:48 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 463 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003629 · form4.xml · nonDerivative · entry 3 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,154 Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 17:48 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 700 | $64.98 | $45,487.05 |
DisclosureSEC source: 0001127602-24-003629 · form4.xml · nonDerivative · entry 2 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,691 Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 19:27 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 1,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-003332 · form4.xml · nonDerivative · entry 3 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,969 F1 · shares: On February 2, 2021 the reporting person was granted an award of 1,350 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 1,593 shares of common stock would be issued in settlement of the award. Read SEC document |
| February 02, 2024 Filed Feb 5, 2024 19:27 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 578 | $65.39 | $37,795.42 |
DisclosureSEC source: 0001127602-24-003332 · form4.xml · nonDerivative · entry 2 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,391 Read SEC document |
| December 31, 2023 Filed Feb 14, 2024 18:59 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 76 | $57.20 | $4,347.20 |
DisclosureSEC source: 0001127602-24-004968 · form5.xml · nonDerivative · entry 2 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Indirect · 401(k) Plan Disclosed balance after: 609 F1 · kind: Salary redirection and/or dividend reinvestment in 401(k) plan for 2023. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 15:16 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 550 | $70.37 | $38,703.12 |
DisclosureSEC source: 0001127602-23-005452 · form4.xml · nonDerivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,376 Read SEC document |
| February 07, 2023 Filed Feb 8, 2023 14:06 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 338 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003898 · form4.xml · nonDerivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,926 Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 15:29 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 593 | $73.16 | $43,383.88 |
DisclosureSEC source: 0001127602-23-003625 · form4.xml · nonDerivative · entry 2 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,588 Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 15:29 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 1,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003625 · form4.xml · nonDerivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,181 F1 · shares: On February 4, 2020 the reporting person was granted an award of 1,350 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 1,593 shares of common stock would be issued in settlement of the award. Read SEC document |
| December 31, 2022 Filed Feb 13, 2023 12:42 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 51 | $75.57 | $3,854.07 |
DisclosureSEC source: 0001127602-23-004612 · form5.xml · nonDerivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 533 F1 · kind: Salary redirection and/or dividend reinvestment in 401(k) plan for 2022. Read SEC document |
| October 28, 2022 Filed Oct 28, 2022 16:51 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 312 | $82.03 | $25,593.20 |
DisclosureSEC source: 0001127602-22-024453 · form4.xml · nonDerivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588 Read SEC document |
| August 02, 2022 Filed Aug 3, 2022 13:16 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 250 | $74.95 | $18,737.85 |
DisclosureSEC source: 0001127602-22-020312 · form4.xml · nonDerivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 Read SEC document |
| February 04, 2022 Filed Feb 7, 2022 21:41 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 329 | $80.98 | $26,642.42 |
DisclosureSEC source: 0001127602-22-003563 · form4.xml · nonDerivative · entry 2 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,150 Read SEC document |
| February 04, 2022 Filed Feb 7, 2022 21:41 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 891 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003563 · form4.xml · nonDerivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,479 F1 · shares: On April 9, 2019 the reporting person was granted an award of 1,350 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 891 shares of common stock would be issued in settlement of the award. Read SEC document |
| February 01, 2022 Filed Feb 1, 2022 21:24 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 338 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-002757 · form4.xml · nonDerivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588 Read SEC document |
| December 31, 2021 Filed Feb 7, 2022 14:51 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 52 | $67.33 | $3,501.16 |
DisclosureSEC source: 0001127602-22-003462 · form5.xml · nonDerivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 482 F1 · kind: Salary redirection and/or dividend reinvestment in 401(k) plan for 2021. Read SEC document |
| July 30, 2021 Filed Jul 30, 2021 18:09 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 250 | $68.53 | $17,131.75 |
DisclosureSEC source: 0001127602-21-022629 · form4.xml · nonDerivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 Read SEC document |
| February 02, 2021 Filed Feb 3, 2021 15:10 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 1,350 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-003623 · form4.xml · derivative · entry 3 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350 Underlying: Common Stock · 1,350 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 |
| February 01, 2021 Filed Feb 3, 2021 13:44 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionRestricted Stock Units · Derivative | 500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-003600 · form4.xml · derivative · entry 3 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 500 shares Expires 2021-02-01 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 · 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 |
| February 01, 2021 Filed Feb 3, 2021 13:44 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-003600 · form4.xml · nonDerivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 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 19:08 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 68 | $45.13 | $3,068.84 |
DisclosureSEC source: 0001127602-21-004628 · form5.xml · nonDerivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 430 F1 · kind: Salary redirection and/or dividend reinvestment in 401(k) plan for 2020. Read SEC document |
| February 04, 2020 Filed Feb 4, 2020 19:36 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 1,350 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-003442 · form4.xml · derivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350 Underlying: Common Stock · 1,350 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 |
| December 31, 2019 Filed Feb 6, 2020 18:24 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 362 | $45.73 | $16,554.26 |
DisclosureSEC source: 0001127602-20-003896 · form5.xml · nonDerivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 362 F1 · kind: Salary redirection to 401(k) plan for 2019. Read SEC document |
| April 09, 2019 Filed Apr 10, 2019 18:39 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-015153 · form4.xml · derivative · entry 2 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Underlying: Common Stock · 500 shares Expires 2021-02-01 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 |
| April 09, 2019 Filed Apr 10, 2019 18:39 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 1,350 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-015153 · form4.xml · derivative · entry 1 Lahrman Brok A · CIK 0001771201 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350 Underlying: Common Stock · 1,350 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.