Every Form 4 that Lakeland Financial Corp (LKFN) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow LKFN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LKFN filings page.
Lakeland Financial Corp Senior Vice President Robinson-Gay Donald sold 500 shares of Common Stock on 2026-08-05 at $63.00 per share in a sale reported as an open market or private transaction. Following this sale, the officer directly owned 7,610 shares of Lakeland Financial common stock.
Truex Melinda Jo reported acquisition or exercise transactions in this Form 4 filing.
Lakeland Financial Corp director Melinda Jo Truex reported an indirect grant of 87 Phantom Stock units on 2026-08-05 at $63.25 per unit, held by her spouse. Each unit corresponds to one share of Common Stock, bringing spouse-held phantom stock to 10,380 units, which will be delivered in six remaining annual installments.
Smith Brian J reported acquisition or exercise transactions in this Form 4 filing.
Lakeland Financial director Brian J Smith received a grant of 177 phantom stock units on August 5, 2026 at $63.25 per unit. Each unit corresponds to one share of common stock and becomes exercisable after his retirement from the board, expiring at that time. Following this award, he holds 21,629 phantom stock units directly.
Augsburger Blake reported acquisition or exercise transactions in this Form 4 filing.
Lakeland Financial Corp director Blake Augsburger received a grant of 165 phantom stock units on August 5, 2026. Each phantom unit corresponds to 1 share of common stock at a reference value of $63.25 per unit, bringing his directly held phantom stock balance to 20,276 units. These phantom shares are exercisable, and expire, after his retirement as a board member.
Toothaker Bradley J reported disposition transactions in this Form 4 filing.
Lakeland Financial director Bradley Toothaker exercised 162 phantom stock units on August 5, 2026 at $63.25 per unit, receiving the same number of common shares under the company’s phantom stock plan.
After this exercise, he holds 19,510 phantom stock units tied to Lakeland Financial common stock.
Christian Darrianne P reported acquisition or exercise transactions in this Form 4 filing.
Lakeland Financial Corp director Darrianne P. Christian received a grant of 49 phantom stock units tied to the company’s common stock at a reference price of $63.25 per unit. Each unit represents one share of common stock and is exercisable only after the director’s retirement, expiring at that time.
Following this award, Christian holds a total of 5,976 phantom stock units, reported as a direct derivative position.
Lakeland Financial Corp director Emily E. Pichon reported a grant of 8 phantom stock units on 2026-08-05 at a reference price of $63.25 per unit. Her phantom stock holdings increased to 957 units. Each unit exercises into 1 share of Common Stock and becomes exercisable, then expires, after her retirement from the Board.
Abbasi Faraz reported acquisition or exercise transactions in this Form 4 filing.
LAKELAND FINANCIAL CORP director Faraz Abbasi received a grant of 24.0000 phantom stock units on 2026-08-05 at a reference price of $63.2500 per unit. Each unit corresponds to one share of common stock and is exercisable only after his retirement from the board. Following this award, Abbasi directly holds 2212.0000 phantom stock units, which expire after he retires as a director.
LAKELAND FINANCIAL CORP director Daniel Brian Starr reported a grant of 7.0000 Phantom Stock units on 2026-08-05 at a reference price of 63.2500 per unit, increasing his Phantom Stock balance to 778.0000 units.
Each phantom stock unit exercises into 1 share of Common Stock and is exercisable only after, and expires upon, the director’s retirement from the Board.
LAKELAND FINANCIAL CORP director M. Scott Welch received a grant of 507 phantom stock units linked to common stock on 2026-08-05 at $63.25 per unit. Each unit converts into one common share and is exercisable only after board retirement; he now holds 62,201 phantom units directly.
Lakeland Financial Corp reported that Senior Vice President Kyra E. Clark sold 250 shares of Common Stock on July 30, 2026, at 63.2200 per share in a sale described as an open market or private transaction, leaving her with 11,396.0000 shares held directly. The transaction was not reported as being made under a Rule 10b5-1 trading plan.
WELCH M SCOTT reported acquisition or exercise transactions in this Form 4 filing.
LAKELAND FINANCIAL CORP director M. Scott Welch received a grant of 366 phantom stock units tied to the company’s common stock. Each unit represents one share of common stock and is exercisable after his retirement from the board. Following this award, he holds 61,694 phantom stock units directly.
Augsburger Blake reported acquisition or exercise transactions in this Form 4 filing.
LAKELAND FINANCIAL CORP director Blake Augsburger received a grant of 609 phantom stock units tied to the company’s common stock. Each unit represents one share of common stock and is valued at $61.549 per unit for reporting purposes. The phantom stock becomes exercisable after the director’s retirement from the board and expires after retirement. Following this award, Augsburger holds 20,111 phantom stock units directly.
Toothaker Bradley J reported acquisition or exercise transactions in this Form 4 filing.
LAKELAND FINANCIAL CORP director Bradley J. Toothaker received a grant of 487 phantom stock units on common stock on July 8, 2026. Each phantom stock unit corresponds to 1 share of common stock and is exercisable after, and expires upon, the director’s retirement from the Board. Following this award, Toothaker holds 19,672 phantom stock units directly.
LAKELAND FINANCIAL CORP director Darrianne P. Christian received a grant of 446 phantom stock units on common stock. The award is a compensation-related acquisition, not an open-market purchase, at a reference price of $61.549 per unit. Each phantom unit is tied to one share of common stock and becomes exercisable after the director’s retirement from the board, expiring after retirement as well. Following this grant, the director holds a total of 5,927 phantom stock units directly.
LAKELAND FINANCIAL CORP director Faraz Abbasi received a grant of 447 phantom stock units on July 8, 2026. Each phantom stock unit corresponds to 1 share of common stock and has a conversion price of $0.00. Following this award, Abbasi holds 2,188 phantom stock units directly. The phantom stock becomes exercisable and expires after the director’s retirement from the Board.
Smith Brian J reported acquisition or exercise transactions in this Form 4 filing.
LAKELAND FINANCIAL CORP director Brian J. Smith received a grant of 365 phantom stock units on July 8, 2026. Each phantom unit represents one share of common stock and is exercisable only after his retirement from the Board, at which time the units also expire. Following this award, Smith holds 21,452 phantom stock units directly as a deferred equity-based compensation position.
Starr Daniel Brian reported acquisition or exercise transactions in this Form 4 filing.
LAKELAND FINANCIAL CORP director Daniel Brian Starr received a grant of 365 phantom stock units tied to the company’s common stock. Each phantom stock unit represents one share of common stock and is exercisable after his retirement from the board, at which time it will be settled. Following this grant, he holds 771 phantom stock units directly.
Lakeland Financial Corp director Bradley J. Toothaker reported an open-market sale of 5,900 shares of Common Stock. The transaction took place on May 29, 2026 at an average price of $60.6193 per share. After this sale, he directly owns 14,278 shares of the company.
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.
LAKELAND FINANCIAL CORP director Daniel Brian Starr received a grant of 4 phantom stock units tied to the company’s Common Stock. The award is recorded at a reference price of $61.9216 per unit and increases his phantom stock holdings to 406 units.
Each phantom stock unit converts into 1 share of Common Stock and is exercisable only after his retirement from the Board. The phantom shares also expire after his retirement, highlighting that this is a compensation-related, non–open-market acquisition rather than a purchase on the stock exchange.
Lakeland Financial Corp Executive Vice President Eric H. Ottinger reported an open-market sale of company stock. On May 1, 2026, he sold 2,136 shares of Common Stock at $61.4900 per share. After this transaction, he directly owns 33,257 shares of Lakeland Financial Corp common stock.
Lakeland Financial Corp director M. Scott Welch reported an open-market purchase of 10,000 shares of common stock at $56.2314 per share. The shares are held indirectly through his spouse, bringing indirect ownership to 212,006 shares following the transaction.
LAKELAND FINANCIAL CORP director-linked entity buys shares
An entity described as an LLP associated with director M. Scott Welch bought 5,000 shares of Lakeland Financial common stock in an open-market purchase at $55.45 per share. After this transaction, indirect holdings reported for Welch totaled 54,000 common shares.
Lakeland Financial Corp director M. Scott Welch reported an open-market purchase of 10,000 shares of Common Stock of LKFN. The shares were bought at $57.95 per share and are held indirectly through an LLP. Following this transaction, indirect ownership stands at 49,000 shares.
LAKELAND FINANCIAL CORP director sells shares
Director Bradley J. Toothaker reported an open-market sale of 5,685 shares of Lakeland Financial Corp common stock at an average price of $58.3628 per share. After this transaction, he directly holds 20,178 shares of the company’s common stock.
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.
Lakeland Financial Corp. officer Jennifer M. Hurford, SVP & Treasurer, reported several common stock transactions. On 02/03/2026 she acquired 540 shares at $0, bringing her directly held balance to 9,185 shares.
On 02/02/2026 she acquired 425 shares at $0 and disposed of 280 shares at $60.76, resulting in 9,570 shares directly held after that day’s transactions. For 12/31/2025, she reported a 39‑share acquisition at $61.96 held indirectly through a 401(k) plan, and a separate 240‑share acquisition at $61.96 held directly, with 624 shares indirectly and 9,425 shares directly owned following those transactions. Footnotes describe the 2025 401(k) activity as salary redirection and/or dividend reinvestment, and the 240‑share acquisition as dividend reinvestment for 2025.
Lakeland Financial Corp. senior vice president and chief accounting officer Brok A. Lahrman reported several common stock transactions. On February 3, 2026, Lahrman acquired 740 shares at $0 per share, bringing direct holdings in this line to 3,354 shares.
On February 2, 2026, Lahrman acquired 425 direct shares at $0 per share and sold 275 direct shares at $60.76, ending that day with 3,504 direct shares. Separately, on December 31, 2025, 80 shares were added indirectly in a 401(k) plan at $61.96, described as salary redirection and/or dividend reinvestment for 2025, resulting in 758 indirect shares in the plan.
Lakeland Financial Corp. insider Donovan James Rickard, SVP and General Counsel, reported multiple transactions in company common stock. On February 3, 2026, he acquired 1,802 shares at $0, bringing his directly held stake to 14,438 shares.
On February 2, 2026, he acquired an additional 1,275 shares at $0 and disposed of 945 shares at $60.76, resulting in 14,768 directly owned shares after those transactions. Separately, on December 31, 2025, 37 shares were acquired at $61.96 in a 401(k) plan, described as salary redirection and/or dividend reinvestment for 2025, taking his indirect 401(k) holdings to 1,168 shares.
Lakeland Financial Corporation Senior Vice President Donald Robinson-Gay reported several common stock transactions. On February 3, 2026, he acquired 2,800 shares at $0 per share, bringing his directly held stake in this line to 7,774 shares. On February 2, 2026, he acquired an additional 1,275 shares at $0, then reported a disposition of 939 shares at $60.76, leaving 8,110 shares directly held after that series of moves. Separately, on December 31, 2025, 25 shares were added at $61.96 through an indirect holding in a 401(k) plan, with a footnote explaining this reflected salary redirection and/or dividend reinvestment for 2025.
Lakeland Financial Corporation executive Stephanie R. Leniski, an Executive Vice President, reported several common stock transactions. On February 4, 2026, she sold 1,665 shares at $62.755 per share, leaving 8,355 common shares held directly afterward.
She also acquired 2,600 shares on February 3, 2026 and 1,417 shares on February 2, 2026, each at a stated price of $0. A transaction coded "F" on February 2, 2026 involved 792 shares at $60.76 per share. Separately, on December 31, 2025, 754 shares were added indirectly to a 401(k) plan at $61.96 per share, described as salary redirection and/or dividend reinvestment, bringing that indirect holding to 9,277 shares.
LAKELAND FINANCIAL CORP executive Lisa M. O'Neill, EVP & CFO, reported several common stock transactions. On February 3, 2026, she acquired 2,600 shares at $0, bringing her direct holdings to 36,966 shares. On February 2, 2026, she sold 2,900 shares at $60.74, acquired 2,047 shares at $0, and had 1,585 shares withheld at $60.76. Separately, on December 31, 2025, 535 shares were added to a 401(k) plan at $61.96, described as salary redirection and/or dividend reinvestment, leaving 4,289 shares held indirectly in the plan.
Lakeland Financial Corporation executive Eric H. Ottinger reported several stock transactions. On February 3, 2026, he acquired 2,600 shares of common stock at $0 per share, bringing his direct holdings after that transaction to 34,882 shares.
On February 2, 2026, he acquired another 2,047 shares at $0 per share and had 36,929 directly held shares after that step. Also on February 2, he disposed of 1,536 shares at $60.76 per share, typically reflecting shares withheld to cover taxes, leaving him with 35,393 directly held shares.
Separately, on December 31, 2025, 101 shares were acquired at $61.96 through salary redirection and/or dividend reinvestment in a 401(k) plan, resulting in 3,162 shares held indirectly in that plan.