Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LAKELAND FINANCIAL CORPLKFN · Entity 4705 | SVP & Treasurer | 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 | 9,185 |
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 540 · Balance 9,185 |
| Common StockSEC Table I · non-derivative | Direct | 9,425 |
Reported balance
After 2025-12-31 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2025-12-31 · Other · Acquired 240 · Balance 9,425 F2: Dividend reinvestment for 2025. |
| Common StockSEC Table I · non-derivative | Direct | 9,850 |
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 425 · Balance 9,850 |
| Common StockSEC Table I · non-derivative | Direct | 9,570 |
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 280 · Balance 9,570 |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 624 |
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 39 · Balance 624 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.
F2: Dividend reinvestment 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 10, 2017 Filed Jan 11, 2017 20:29 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 675 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001512 · form4.xml · derivative · entry 3 Hurford Jennifer M · CIK 0001606151 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,350 Underlying: Common Stock · 675 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. F2 · 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 01, 2017 Filed Jan 3, 2017 19:53 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 675 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000151 · form4.xml · derivative · entry 3 Hurford Jennifer M · CIK 0001606151 · Vice President & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 675 Underlying: Common Stock · 675 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 13:29 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 24 | $33.95 | $814.80 |
DisclosureSEC source: 0001127602-17-005113 · form5.xml · nonDerivative · entry 2 Hurford Jennifer M · CIK 0001606151 · SVP & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,086 F2 · kind: Dividend reinvestment for 2016. Read SEC document |
| December 31, 2016 Filed Feb 13, 2017 13:29 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 33 | $33.95 | $1,120.35 |
DisclosureSEC source: 0001127602-17-005113 · form5.xml · nonDerivative · entry 1 Hurford Jennifer M · CIK 0001606151 · SVP & Treasurer 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 342 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.