Welcome to our dedicated page for Lakeland Finl SEC filings (Ticker: LKFN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for Lakeland Financial Corporation (NASDAQ: LKFN), the Indiana-based bank holding company for Lake City Bank. These regulatory documents offer detailed information on the company’s financial condition, capital levels, loan and deposit trends, and other disclosures relevant to its commercial banking operations in the finance and insurance sector.
Among the most important filings for Lakeland Financial are its periodic reports and current reports on Form 8-K. The company uses Form 8-K to furnish earnings press releases that summarize results for quarterly and year-to-date periods, including net income, net interest income, loan and deposit growth, and capital ratios. Other Form 8-K filings report board actions such as the declaration of quarterly cash dividends on the company’s common stock or the use of investor presentations in meetings with analysts and investors.
Through this filings page, users can review Lakeland Financial’s historical and recent SEC submissions as they appear on the EDGAR system. Real-time updates ensure that new 8-K filings related to earnings releases, dividend declarations, or investor materials are reflected promptly. In addition, AI-powered summaries help explain the key points of lengthy filings, highlighting items such as results of operations, capital strength, and funding mix in more accessible language.
Investors researching LKFN can use these filings to analyze the company’s regulatory disclosures, understand how management describes its performance and capital position, and track recurring items such as dividend policies and investor communications. The page also facilitates review of insider-related and other required filings as they become available, with AI tools designed to surface the most relevant information efficiently.
State Street Corporation reported beneficial ownership of 1,274,040 shares of Lakeland Financial Corp common stock, representing 5% of the class as of the reported date. State Street has shared voting power over 178,627 shares and shared dispositive power over all 1,274,040 shares, with no sole voting or dispositive power.
The shares are held in the ordinary course of business and are not intended to change or influence control of Lakeland Financial. Several State Street investment management subsidiaries are identified as the relevant entities involved in acquiring and holding these securities.
Lakeland Financial Corp director M. Scott Welch reported receiving 505 phantom stock units on February 5, 2026, coded as an acquisition. The units are valued at $62.10 per phantom share. Each phantom unit converts into one share of common stock after his retirement from the board and expires at that time. Following this grant, Welch directly holds 60,818 derivative securities tied to Lakeland Financial common stock.
Lakeland Financial Corporation director Brian J. Smith received a grant of phantom stock units. On 02/05/2026, he acquired 173 phantom stock units at $62.10 each, bringing his total derivative holdings to 20,911 phantom stock units.
Each phantom stock unit is linked one-for-one to a share of Lakeland Financial common stock. The phantom stock becomes exercisable after Smith retires from the board and will expire after his retirement as a director.
Lakeland Financial Corporation director Blake Augsburger reported a grant of derivative compensation in the form of phantom stock. On February 5, 2026, he acquired 160 phantom stock units at a reference price of $62.10 per unit. Each phantom unit is designed to convert into one share of Lakeland Financial common stock. The award increased his reported derivative holdings to 19,339 phantom stock units, held directly. The phantom stock becomes exercisable after his retirement from the board and, according to the disclosure, the phantom shares also expire upon his retirement as a director.
Lakeland Financial Corporation director Bradley J. Toothaker received an award of 158 phantom stock units on February 5, 2026 at $62.10 per unit. Each phantom unit is economically tied to one share of common stock.
After this grant, Toothaker beneficially owns 19,025 phantom stock units directly. The phantom stock becomes exercisable only after his retirement from the board and expires after he retires as a director.
Lakeland Financial Corporation director Christian Darrianne P reported an award of 45 phantom stock units on February 5, 2026. Each phantom unit represents one share of Lakeland Financial common stock and was valued at $62.10 per unit for this grant.
After this transaction, the director beneficially owns 5,435 phantom stock units on a direct basis. The phantom stock becomes exercisable after the director’s retirement from the board and expires once that board service ends, tying the award to long-term board tenure.
Lakeland Financial director Emily E. Pichon reported an award of 8 phantom stock units on February 5, 2026. The Form 4 shows a reference price of $62.10 per unit and indicates she now holds 942 phantom stock units directly.
Each phantom stock unit is linked to one share of Lakeland Financial common stock. According to the footnotes, these units become exercisable only after the director retires from the board, and they also expire after that retirement. This structure ties part of the director’s compensation to the company’s long-term share performance and board service.
Lakeland Financial Corporation director Faraz Abbasi reported an award of 21 phantom stock units on February 5, 2026. Each phantom stock unit is linked to one share of Lakeland Financial common stock.
After this grant, Abbasi holds 1,720 phantom stock units, owned directly. The phantom stock becomes exercisable only after the director retires from the board, and all phantom shares expire after that retirement, making this a long-term, service-linked incentive rather than immediately tradable stock.
Lakeland Financial Corporation director Daniel Brian Starr reported acquiring 3 phantom stock units on February 5, 2026 at $62.10 per unit. This brought his total phantom stock holdings to 402 units, each representing the right to receive one share of common stock.
The phantom stock becomes exercisable after the director’s retirement from the board and expires at that time, meaning these units are designed as long-term, retirement-linked equity compensation rather than immediately tradable shares.
Lakeland Financial Corporation director Melinda Jo Truex reported an indirect acquisition of 87 Phantom Stock units on February 5, 2026, recorded at $62.10 per unit and held by her spouse. Following this transaction, a total of 10,205 Phantom Stock units are beneficially owned indirectly. Each Phantom Stock unit converts into one share of Lakeland Financial common stock and is scheduled to be delivered in six remaining annual installments, spreading the receipt of the underlying shares over multiple years.
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