Lakeland Financial Corporation filings document the regulatory disclosures of an Indiana bank holding company whose operating subsidiary is Lake City Bank. Recent 8-K reports cover earnings releases, results of operations, Regulation FD investor presentations, dividend declarations, share repurchase authorization changes and other material events affecting common-stock capital actions.
Proxy and annual meeting materials disclose board elections, advisory compensation votes, auditor ratification and shareholder voting results. The company’s filing record also presents bank-specific financial measures such as capital ratios, tangible book value, credit-loss allowances and other balance-sheet information used in formal disclosures about the company’s community banking operations and governance.
State Street Corporation reported beneficial ownership of 1,378,699 shares of Lakeland Financial Corp common stock, representing 5.3% of the class. The filing discloses shared voting power 176,221 and shared dispositive power 1,378,699.
The schedule lists affiliated State Street investment advisory entities as holders and is signed by a State Street officer on 05/12/2026.
Lakeland Financial Corp director Steven D. Ross reported open-market sales of company common stock. He sold 1,281 shares on May 6, 2026 and 19 shares on May 5, 2026, both at $62.50 per share. After these transactions, he held 27,001 shares directly.
WELCH M SCOTT reported acquisition or exercise transactions in this Form 4 filing.
Lakeland Financial Corp director M. Scott Welch received a grant of phantom stock units as compensation. On this Form 4, he was awarded 510 phantom stock units at a reference price of $61.9216 per unit, bringing his total phantom stock holdings to 61,328 units.
Each phantom stock unit is linked to 1 share of Lakeland Financial common stock and becomes exercisable only after his retirement from the board. The phantom shares also expire after his retirement, highlighting that this is a long-term, deferred equity-based incentive rather than an immediate stock purchase or sale.
Truex Melinda Jo reported acquisition or exercise transactions in this Form 4 filing.
Lakeland Financial Corp director Melinda Jo Truex reported an indirect compensation award of phantom stock tied to the company’s common shares. On the reported date, her spouse received 88 phantom stock units, each economically equivalent to one share of common stock at a reference price of $61.9216 per unit. Following this award, the spouse’s indirect phantom stock position increased to 10,293 units. According to the disclosure, the phantom stock will be delivered in six remaining annual installments, providing deferred, stock-linked compensation rather than an immediate cash transaction.
Smith Brian J reported acquisition or exercise transactions in this Form 4 filing.
Lakeland Financial Corp director Brian J. Smith received a grant of 176 phantom stock units on Common Stock. The units were awarded at a reference price of $61.9216 per unit and increase his directly held phantom stock balance to 21,087 units.
Each phantom stock unit is economically tied to 1 share of Common Stock and becomes exercisable only after his retirement from the Board. The phantom shares also expire after his retirement, making this a long‑term, compensation-related award rather than a market purchase or sale.
Lakeland Financial Corp director Blake Augsburger received a grant of 163 phantom stock units on Common Stock, recorded at $61.9216 per unit. After this compensation award, he holds 19,502 phantom stock units. Each unit converts into one share of Common Stock and becomes exercisable, then ultimately expires, after his retirement from the Board.
Lakeland Financial Corp director Bradley J. Toothaker received a grant of 160 phantom stock units on Common Stock. These units were awarded as a derivative grant and increase his phantom stock holdings to 19,185 units.
Each phantom stock unit converts into one share of Common Stock, but is only exercisable after his retirement from the Board and expires at that time, tying the award to his long-term board service.
Christian Darrianne P reported acquisition or exercise transactions in this Form 4 filing.
Lakeland Financial Corp director Darrianne P. Christian received a grant of 46 phantom stock units, each linked to one share of Common Stock. This non-cash award increases the director’s phantom stock holdings to 5,481 units. The phantom stock is exercisable, and then expires, after the director’s retirement from the board.
PICHON EMILY E reported acquisition or exercise transactions in this Form 4 filing.
Lakeland Financial Corp director Emily E. Pichon received a grant of 7 phantom stock units on May 5, 2026, tied 1-for-1 to the company’s common stock at a reference value of $61.9216 per unit. This compensation award increases her phantom stock holdings to 949 units. According to the terms, each phantom unit becomes exercisable and ultimately expires after her retirement from the Board, meaning there is no immediate share issuance or open-market transaction.
Abbasi Faraz reported acquisition or exercise transactions in this Form 4 filing.
Lakeland Financial Corp director Faraz Abbasi reported a grant of 21 phantom stock units tied to the company’s common stock. The units were awarded at a reference value of $61.9216 per unit and increase his phantom stock holdings to 1,741 units.
Each phantom stock unit is economically equivalent to one share of common stock and becomes exercisable only after his retirement from the board, at which point it settles into common shares. This is a compensation-related award rather than an open-market stock purchase or sale.