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.
Form 4 filing – Lakeland Financial Corp. (LKFN)
Director Darrianne P. Christian reported the acquisition of 40 phantom stock units on 08/05/2025 at an effective price of $61.5128 per unit (Transaction Code A). Each unit is economically equivalent to one share of LKFN common stock and will convert upon the director’s retirement. Following the transaction, the director now holds 4,950 phantom stock units in direct ownership. No common shares were bought or sold, and no other derivative or non-derivative positions were reported.
Phantom stock carries no present voting rights and is non-dilutive until conversion, but the purchase modestly increases the director’s long-term equity exposure.
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.