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.
Lakeland Financial Corp’s disclosures go far beyond a typical community bank update—they unpack loan growth across Indiana manufacturers, shifts in deposit mix, and how rising rates affect net interest margin. If you have ever sifted through hundreds of pages just to locate credit quality tables, you know the challenge.
Every filing type answers a different question. The 10-K annual report lays out segment performance—our AI turns that into a concise briefing, giving you the Lakeland Financial annual report 10-K simplified. Quarterly numbers arrive in the 10-Q; use our platform for a laser-focused Lakeland Financial quarterly earnings report 10-Q filing with ratios already calculated. Sudden dividend changes? Check the Lakeland Financial 8-K material events explained. Curious whether executives are buying hometown stock? Real-time alerts surface Lakeland Financial Form 4 insider transactions real-time so you can track Lakeland Financial executive stock transactions Form 4 instantly.
Stock Titan layers AI-powered summaries, red-flag detection, and side-by-side comparisons on top of EDGAR’s raw data. That means understanding Lakeland Financial SEC documents with AI instead of manual page-turning. Expect:
- Instant highlights of credit loss provisions and deposit costs
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- Direct links to the latest Lakeland Financial proxy statement executive compensation
Whether you track community bank valuations, watch regional loan books, or need a quick take before earnings calls, our real-time coverage of every LKFN 10-K, 10-Q, 8-K, and Form 4 keeps you informed—without drowning in paperwork.
Form 4 filing for Lakeland Financial Corp. (LKFN) discloses that director Faraz Abbasi acquired 17 phantom stock units on 08/05/2025 at an assigned price of $61.5128 per unit under the company’s deferred compensation plan. Each phantom unit is economically equivalent to one share of LKFN common stock and converts into stock only after the director retires from the board.
Following the transaction, Abbasi beneficially owns 2,078 phantom stock units, all held in direct form. No open-market purchase or sale of common shares was reported, and Table I contains no entries. The filing carries no indications of 10b5-1 plan usage, amendments, or changes in non-derivative ownership.
The acquisition is small (<0.1% of LKFN’s ~25 M shares outstanding) and appears routine, suggesting minimal immediate market impact but signaling continued alignment of the director’s interests with shareholders through deferred equity exposure.
Lakeland Financial Corp. (LKFN) Form 4 insider filing: Senior Vice President Kyra E. Clark reported the sale of 300 common shares on 07/30/2025 at $67.00 per share, an aggregate value of roughly $20.1 thousand. Following the transaction, Clark directly owns 9,614 shares, indicating she retained more than 96% of her pre-sale position. No derivative securities were reported, and the filing does not reference a Rule 10b5-1 trading plan.
The transaction is modest relative to LKFN’s average daily trading volume and Clark’s remaining stake (worth about $0.64 million at the sale price). Consequently, the activity is unlikely to have a material impact on the company’s equity structure or governance profile, but investors often monitor insider disposition trends for sentiment signals.
Neuberger Berman Group LLC and affiliate Neuberger Berman Investment Advisers LLC filed Schedule 13G declaring a passive position in Lakeland Financial Corp. (LKFN) as of 30 Jun 2025.
- Aggregate beneficial ownership: 1,512,029 common shares, equal to 5.9 % of LKFN’s outstanding stock.
- Voting/Dispositive power: zero sole; shared voting 1,470,197 shares and shared dispositive 1,512,029 shares across client accounts.
- Filers classify as a parent holding company (HC) and investment adviser (IA) under Rule 13d-1(b) and certify the stake is held in the ordinary course of business, with no intent to influence control.
- Ownership is aggregated from multiple subsidiaries and client portfolios; Neuberger Berman expressly disclaims economic interest beyond its advisory role.
The disclosure raises reported institutional ownership but, given its passive nature, has limited immediate governance or valuation impact.
On 9 July 2025, Director Melinda Jo Truex of Lakeland Financial Corp. (LKFN) filed a Form 4 detailing two recent common-stock transactions:
- 11 June 2025 – 18,328 shares reported under transaction code W at a stated price of $0; post-transaction direct ownership: 34,835 shares.
- 8 July 2025 – 650 additional shares reported under transaction code A at a stated price of $0; post-transaction direct ownership: 35,485 shares.
The filing confirms that Truex is a director, acted as a single reporting person, and now holds 35,485 LKFN shares directly. No derivative security activity was disclosed.
Lakeland Financial Corp (LKFN) Form 4 filing: Director Brian J. Smith reported two transactions dated 07/07-08/2025.
- Common stock: 650 shares acquired at $0 cost, likely a board equity grant, lifting his direct ownership to 41,435 shares.
- Phantom stock: 268 units credited at a reference price of $65.2852. Total derivative (phantom) holdings rise to 20,091 units, which convert 1-for-1 into common shares after the director’s retirement.
No shares were sold and there is no indication of a 10b5-1 trading plan. The filing reflects routine director compensation and modestly increases alignment between the director and shareholders. The magnitude of the purchase is small relative to LKFN’s outstanding float and therefore is unlikely to be materially market-moving.