Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LAKELAND FINANCIAL CORPLKFN · Entity 4705 | Director | January 13, 2026 | January 14, 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 January 13, 2026 · Filed January 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,376 |
Reported balance
After 2026-01-13 transaction · row 1
1 source rowRow 1 · 2026-01-13 · Grant · Acquired 650 · Balance 30,376 |
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 13, 2026 Filed Jan 14, 2026 19:15 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001210212-26-000002 · wk-form4_1768418149.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,376 Read SEC document |
| September 08, 2025 Filed Sep 9, 2025 14:47 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 296 | $67.77 | $20,059.12 |
DisclosureSEC source: 0001210212-25-000005 · wk-form4_1757429235.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,726 Read SEC document |
| September 05, 2025 Filed Sep 8, 2025 13:16 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GiftCommon Stock | 296 | $0.00 | $0.00 |
DisclosureSEC source: 0001210212-25-000003 · wk-form4_1757337414.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,430 Read SEC document |
| July 08, 2025 Filed Jul 9, 2025 19:24 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-25-000167 · wk-form4_1752089087.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,726 Read SEC document |
| January 14, 2025 Filed Jan 15, 2025 18:35 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-25-000018 · wk-form4_1736966135.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,076 Read SEC document |
| November 08, 2024 Filed Nov 8, 2024 21:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 802 | $72.32 | $58,000.64 |
DisclosureSEC source: 0000721994-24-000165 · wk-form4_1731103040.xml · nonDerivative · entry 2 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,426 Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 21:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GiftCommon Stock | 802 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-24-000165 · wk-form4_1731103040.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,624 Read SEC document |
| July 09, 2024 Filed Jul 10, 2024 18:36 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0000721994-24-000088 · wk-form4_1720636566.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,426 Read SEC document |
| February 01, 2024 Filed Feb 1, 2024 17:15 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 360 | $64.05 | $23,056.88 |
DisclosureSEC source: 0001127602-24-002864 · form4.xml · nonDerivative · entry 3 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,776 Read SEC document |
| January 31, 2024 Filed Feb 1, 2024 17:15 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GiftCommon Stock | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-002864 · form4.xml · nonDerivative · entry 2 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,416 Read SEC document |
| January 09, 2024 Filed Jan 11, 2024 15:38 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-001202 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,776 Read SEC document |
| November 03, 2023 Filed Nov 3, 2023 17:29 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 407 | $53.37 | $21,719.76 |
DisclosureSEC source: 0001127602-23-026724 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,126 Read SEC document |
| October 31, 2023 Filed Nov 2, 2023 13:02 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GiftCommon Stock | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026533 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,719 Read SEC document |
| August 03, 2023 Filed Aug 4, 2023 11:07 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 900 | $55.16 | $49,639.50 |
DisclosureSEC source: 0001127602-23-021979 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,126 Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 15:18 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GiftCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-021745 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,226 Read SEC document |
| July 11, 2023 Filed Jul 12, 2023 15:11 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-020600 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,126 Read SEC document |
| January 10, 2023 Filed Jan 12, 2023 20:27 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-001322 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,513 Read SEC document |
| July 12, 2022 Filed Jul 14, 2022 12:33 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-019276 · form4.xml · nonDerivative · entry 3 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,863 Read SEC document |
| June 13, 2022 Filed Jun 14, 2022 14:03 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 755 | $67.29 | $50,805.76 |
DisclosureSEC source: 0001127602-22-017362 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,213 Read SEC document |
| June 10, 2022 Filed Jul 14, 2022 12:33 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GiftCommon Stock | 755 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-019276 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,458 Read SEC document |
| June 10, 2022 Filed Feb 13, 2023 13:18 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GiftCommon Stock | 755 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004630 · form5.xml · nonDerivative · entry 2 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,826 Read SEC document |
| May 26, 2022 Filed May 27, 2022 13:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 282 | $72.55 | $20,460.17 |
DisclosureSEC source: 0001127602-22-015814 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,213 Read SEC document |
| May 24, 2022 Filed Jul 14, 2022 12:33 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GiftCommon Stock | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-019276 · form4.xml · nonDerivative · entry 2 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,931 Read SEC document |
| May 24, 2022 Filed Feb 13, 2023 13:18 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GiftCommon Stock | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004630 · form5.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,826 Read SEC document |
| January 11, 2022 Filed Jan 13, 2022 14:51 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-001418 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,213 Read SEC document |
| November 01, 2021 Filed Nov 2, 2021 12:52 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 660 | $72.00 | $47,521.91 |
DisclosureSEC source: 0001127602-21-028016 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,563 Read SEC document |
| October 15, 2021 Filed Feb 9, 2022 19:34 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GiftCommon Stock | 660 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003921 · form5.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,563 Read SEC document |
| July 13, 2021 Filed Jul 15, 2021 19:33 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-021989 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,563 Read SEC document |
| January 12, 2021 Filed Jan 13, 2021 16:24 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-001566 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,913 Read SEC document |
| July 14, 2020 Filed Jul 15, 2020 17:03 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021539 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,263 Read SEC document |
| March 16, 2020 Filed Mar 16, 2020 19:57 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | PurchaseCommon Stock | 3,075 | $32.27 | $99,240.40 |
DisclosureSEC source: 0001127602-20-010759 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 3,075 Read SEC document |
| January 14, 2020 Filed Jan 15, 2020 17:11 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-001615 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,613 Read SEC document |
| July 09, 2019 Filed Jul 9, 2019 18:13 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-024218 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,963 Read SEC document |
| January 08, 2019 Filed Jan 9, 2019 14:53 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-001670 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,313 Read SEC document |
| July 10, 2018 Filed Jul 11, 2018 14:22 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-023067 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,663 Read SEC document |
| March 02, 2018 Filed Mar 2, 2018 17:54 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $16.03 | $0.00 |
DisclosureSEC source: 0001127602-18-009547 · form4.xml · derivative · entry 2 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,500 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 |
| March 02, 2018 Filed Mar 2, 2018 17:54 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-009547 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,013 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 09, 2018 Filed Jan 9, 2018 21:23 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001471 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,513 Read SEC document |
| July 11, 2017 Filed Jul 12, 2017 12:47 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023522 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,863 Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 20:47 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001516 · form4.xml · nonDerivative · entry 1 BARTELS ROBERT E JR · CIK 0001210212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,019 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.