Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
LAKELAND FINANCIAL CORP
Report date December 06, 2024 · Filed December 09, 2024
Section 16 reporting ended · disclosed 2024-12-09. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,814 |
Ending reported balance
After 2024-12-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-12-06 · Grant · Acquired 4,746 · Balance 7,785 Row 2 · 2024-12-06 · Tax withholding · Disposed 2,971 · Balance 4,814 |
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 06, 2018 Filed Feb 7, 2018 14:00 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 360 | $45.95 | $16,542.90 |
DisclosureSEC source: 0001127602-18-004442 · form4.xml · nonDerivative · entry 1 Steiner Jonathan P · CIK 0001525216 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,600 Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 15:51 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionRestricted Stock Units · Derivative | 5,850 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004229 · form4.xml · derivative · entry 4 Steiner Jonathan P · CIK 0001525216 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,850 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 15:51 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 1,890 | $48.21 | $91,116.90 |
DisclosureSEC source: 0001127602-18-004229 · form4.xml · nonDerivative · entry 2 Steiner Jonathan P · CIK 0001525216 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,960 Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 15:51 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionCommon Stock | 5,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004229 · form4.xml · nonDerivative · entry 1 Steiner Jonathan P · CIK 0001525216 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,850 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 20:22 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 4,050 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-000105 · form4.xml · derivative · entry 3 Steiner Jonathan P · CIK 0001525216 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,050 Underlying: Common Stock · 4,050 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 14:25 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 93 | $45.84 | $4,263.12 |
DisclosureSEC source: 0001127602-18-005659 · form5.xml · nonDerivative · entry 1 Steiner Jonathan P · CIK 0001525216 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 5,147 F1 · kind: Salary redirection to 401(k) plan for 2017. Read SEC document |
| February 06, 2017 Filed Feb 7, 2017 16:15 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | SaleCommon Stock | 2,115 | $44.15 | $93,371.75 |
DisclosureSEC source: 0001127602-17-004231 · form4.xml · nonDerivative · entry 1 Steiner Jonathan P · CIK 0001525216 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 20:40 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionRestricted Stock Units · Derivative | 5,355 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003083 · form4.xml · derivative · entry 4 Steiner Jonathan P · CIK 0001525216 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,355 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. Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 20:40 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Tax withholdingCommon Stock | 1,740 | $45.72 | $79,552.80 |
DisclosureSEC source: 0001127602-17-003083 · form4.xml · nonDerivative · entry 2 Steiner Jonathan P · CIK 0001525216 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,115 Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 20:40 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | Exercise / conversionCommon Stock | 5,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003083 · form4.xml · nonDerivative · entry 1 Steiner Jonathan P · CIK 0001525216 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,855 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 19:39 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | GrantRestricted Stock Units · Derivative | 4,050 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-000134 · form4.xml · derivative · entry 3 Steiner Jonathan P · CIK 0001525216 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,050 Underlying: Common Stock · 4,050 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 13:44 UTC | LAKELAND FINANCIAL CORP LKFN · Entity 4705 | OtherCommon Stock | 112 | $33.95 | $3,802.40 |
DisclosureSEC source: 0001127602-17-005121 · form5.xml · nonDerivative · entry 1 Steiner Jonathan P · CIK 0001525216 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · 401(k) Plan Disclosed balance after: 5,054 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.