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.
This page provides access to U.S. Securities and Exchange Commission filings for Lakeland Financial Corporation (NASDAQ: LKFN), the Indiana-based bank holding company for Lake City Bank. These regulatory documents offer detailed information on the company’s financial condition, capital levels, loan and deposit trends, and other disclosures relevant to its commercial banking operations in the finance and insurance sector.
Among the most important filings for Lakeland Financial are its periodic reports and current reports on Form 8-K. The company uses Form 8-K to furnish earnings press releases that summarize results for quarterly and year-to-date periods, including net income, net interest income, loan and deposit growth, and capital ratios. Other Form 8-K filings report board actions such as the declaration of quarterly cash dividends on the company’s common stock or the use of investor presentations in meetings with analysts and investors.
Through this filings page, users can review Lakeland Financial’s historical and recent SEC submissions as they appear on the EDGAR system. Real-time updates ensure that new 8-K filings related to earnings releases, dividend declarations, or investor materials are reflected promptly. In addition, AI-powered summaries help explain the key points of lengthy filings, highlighting items such as results of operations, capital strength, and funding mix in more accessible language.
Investors researching LKFN can use these filings to analyze the company’s regulatory disclosures, understand how management describes its performance and capital position, and track recurring items such as dividend policies and investor communications. The page also facilitates review of insider-related and other required filings as they become available, with AI tools designed to surface the most relevant information efficiently.
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.
Lakeland Financial Corp. (LKFN) director Blake Augsburger filed a Form 4 dated 08/05/2025. The report shows the acquisition of 149 phantom stock units at a reference price of $61.5128. Each unit converts into one common share when the director retires from the Board; until then, the units carry no voting or dividend rights. Following the transaction, Augsburger now holds 18,491 phantom units and reports no change in direct common-share ownership. Because phantom stock does not immediately affect the public float, the filing has no direct impact on outstanding shares or near-term earnings, but it modestly increases the director’s long-term economic stake, reinforcing alignment with shareholder interests.
Form 4 filing for Lakeland Financial Corp. (LKFN): Director Bradley J. Toothaker reported the acquisition of 147 phantom stock units on 08/05/2025 at an implied price of $61.5128 each. Phantom units convert 1-for-1 into common shares and are exercisable only after the director retires from the Board, at which point they must also be exercised or will expire.
Following the transaction, Toothaker now beneficially owns 18,269 phantom stock units. No non-derivative common shares or dispositions were disclosed. The filing was signed by Attorney-in-Fact Becka J. Turnbow on 08/06/2025.
The purchase is modest in size and appears to be part of the company’s deferred fee/compensation program rather than an open-market buy, suggesting routine alignment of director compensation with shareholder value rather than a signal of material strategic change.