Welcome to our dedicated page for LAKELAND FINANCIAL 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.
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Lakeland Financial Corporation (LKFN) filed a Form 8-K under Regulation FD. The company’s executive officers plan to use an investor presentation in meetings with investors and analysts, and the presentation is attached as Exhibit 99.1 titled “2025 3Q Investor Presentation.” The company states this Item 7.01 and Exhibit 99.1 are not intended to be treated as “filed” for purposes of the Exchange Act or incorporated into Securities Act filings.
Lakeland Financial Corporation (LKFN) furnished an update on its results, announcing it issued a press release covering earnings for the three and nine months ended September 30, 2025. The press release is included as Exhibit 99.1.
The company states this information is being furnished under Item 2.02 and is not deemed filed under Section 18 of the Exchange Act, and it will not be incorporated by reference into Securities Act filings. The filing also includes the cover page Inline XBRL exhibit (Exhibit 104).
Lakeland Financial Corporation announced a regular shareholder return. On October 14, 2025, the Board of Directors declared a quarterly cash dividend of $0.50 per share on common stock.
The dividend will be paid on November 5, 2025 to shareholders of record as of October 25, 2025. This reflects a routine cash distribution to equity holders under the company’s established dividend program.
Insider purchase reported: Lakeland Financial Corp director Robert E. Bartels Jr. purchased 296 shares of LKFN common stock on 09/08/2025 at a price of $67.7673 per share. After the transaction he beneficially owns 29,726 shares directly. The Form 4 was signed by an attorney-in-fact, Becka J. Turnbow, on 09/08/2025.
Robert E. Bartels Jr., a director of Lakeland Financial Corporation (LKFN), reported a sale of common stock on 09/05/2025. The filing shows a disposition of 296 shares under transaction code "G" for $0 reported price, leaving 29,430 shares beneficially owned directly after the transaction. The Form 4 was signed by an attorney-in-fact on 09/08/2025.
Lakeland Financial Corp (LKFN) reporting insider transaction: Executive Vice President Eric H. Ottinger sold 4,635 shares of common stock on 08/25/2025 at a reported price of $67.0661 per share, leaving beneficial ownership of 32,282 shares. The Form 4 was signed by an attorney-in-fact on 08/26/2025. The filing records a routine Section 16 disclosure of a non-derivative sale by an officer.
State Street Corporation reports beneficial ownership of 1,354,542 shares of Lakeland Financial Corp common stock, representing 5.3% of the class. The filing shows 0 shares as sole voting or dispositive power and indicates 174,416 shares of shared voting power and 1,354,542 shares of shared dispositive power, implying control of voting and disposition is held jointly or through accounts reported as shared.
The filing lists several State Street investment-advisor subsidiaries as relevant parties and includes a certification that the securities are held in the ordinary course of business and not to change or influence control of the issuer.
What this filing says
Victory Capital Management, an investment adviser, reports it beneficially owns 916,558 shares of Lakeland Financial Corp, equal to 3.59% of the outstanding common stock. The filing shows Victory Capital has sole voting power for 911,858 shares and sole dispositive power for 916,558 shares.
Why it matters
This is a public disclosure of a meaningful passive stake by a professional money manager. The filing also states the shares are held in the ordinary course of business and are not held to change or influence control of the company. For most shareholders, a 3.59% passive stake signals professional interest but does not indicate an activist or control-seeking position.
Lakeland Financial Corp (LKFN) – Form 4 insider activity: Director M. Scott Welch reported the acquisition of 480 phantom stock units on 08 Aug 2025 (transaction code A). Each phantom unit is economically equivalent to one share of LKFN common stock and will automatically convert to shares after the director retires from the board. The units were credited at an implicit price of $61.5128 per unit, implying a notional value of roughly $29.5 k.
Following this award, Welch now holds 59,493 phantom stock units, all listed as direct ownership. No open-market purchase or sale of common stock occurred; the transfer represents deferred equity compensation rather than cash investment. There were no dispositions, option exercises, or changes in non-derivative share count disclosed.
This filing signals continued alignment of director compensation with shareholder value but is routine in nature and unlikely to materially affect LKFN’s share price or corporate governance profile.