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 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.
Common stockholder filed a Form 144 to sell 5,900 shares. The notice lists the shares as acquired 07/19/2018 by private acquisition from the issuer/affiliate and bears the date 05/29/2026.
The filing identifies Morgan Stanley Smith Barney LLC as the broker-dealer involved and lists $357,653.87 on the same line of the excerpt.
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.