Lakeland Financial Corp

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Lakeland Financial Corp
TickerLKFN
CIK #0000721994
CUSIP511656100
SectorFinance - State Commercial Banks
Address202 E Center St PO Box 1387, Warsaw, IN 46581-1387
Source [EDGAR]
CIK Filing 2011 - 2026
[0000721994] 10-K
[0000721994] 10-Q
[0000721994] 3
[0000721994] 4
[0000721994] 5
[0000721994] 8-K
[0000721994] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
State Street Corp Lakeland Financial Corp [2026-05-12] 0.0
State Street Corp Lakeland Financial Corp [2026-02-09] 0.0
State Street Corp Lakeland Financial Corp [2025-08-11] 0.0
Neuberger Berman Group LLC Lakeland Financial Corp [2025-07-21] 0.0
State Street Corp Lakeland Financial Corp [2025-05-13] 0.0
Victory Capital Management Inc Lakeland Financial Corp [2024-11-07] 0.0
State Street Corp Lakeland Financial Corp [2024-10-16] 5.0
Victory Capital Management Inc Lakeland Financial Corp [2024-02-07] 6.4
Neuberger Berman Group LLC Lakeland Financial Corp [2022-02-14] 5.82
Vanguard Group Inc Lakeland Financial Corp [2022-02-10] 6.27
Victory Capital Management Inc Lakeland Financial Corp [2021-02-09] 5.15
Franklin Mutual Advisers LLC Lakeland Financial Corp [2018-02-05] 7.3
Franklin Resources Inc Lakeland Financial Corp [2017-02-07] 7.2
FMR LLC Lakeland Financial Corp [2014-02-14] 0.0
Form 3/4/5 Filer 2011 - 2026
Lakeland Financial Corp
Toothaker Bradley J
Augsburger Blake
Christian Darrianne P
Smith Brian J
Truex Melinda Jo
Ross Steven D
Abbasi Faraz
Starr Daniel Brian
Welch M Scott
Pichon Emily E
Ottinger Eric H
Robinson-Gay Donald
Findlay David M
O'Neill Lisa M
Lahrman Brok A
Leniski Stephanie R
Donovan James Rickard
Clark Kyra E
Gutman Carrie
Hurford Jennifer M
Pruitt Kristin
Bartels Robert E Jr
Steiner Jonathan P
Kubacki Michael L
Gavin Michael E
Evans Daniel F
Truex Ronald
Hiatt Thomas
de Batty Jill A
Deardorff Kevin L
Earls Sarah J
Bartman Teresa A
Niemier Charles E
Nowak James J
Fulmer L Craig
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Welch M Scott
Common Stock
2026-03-12 Buy 10,000 $56.23 562,300
Welch M Scott
Common Stock
2026-03-09 Buy 5,000 $55.45 277,250
Welch M Scott
Common Stock
2026-02-27 Buy 10,000 $57.95 579,500
Toothaker Bradley J
Common Stock
2026-02-23 Sell 5,685 $58.36 331,777
Smith Brian J
Phantom Stock · derivative
2026-02-05 Grant 173 $62.10 10,743
Christian Darrianne P
Phantom Stock · derivative
2026-02-05 Grant 45 $62.10 2,794
Augsburger Blake
Phantom Stock · derivative
2026-02-05 Grant 160 $62.10 9,936
Truex Melinda Jo
Phantom Stock · derivative
2026-02-05 Grant 87 $62.10 5,403
Starr Daniel Brian
Phantom Stock · derivative
2026-02-05 Grant 3 $62.10 186
Welch M Scott
Phantom Stock · derivative
2026-02-05 Grant 505 $62.10 31,360
Toothaker Bradley J
Phantom Stock · derivative
2026-02-05 Grant 158 $62.10 9,812
Abbasi Faraz
Phantom Stock · derivative
2026-02-05 Grant 21 $62.10 1,304
Pichon Emily E
Phantom Stock · derivative
2026-02-05 Grant 8 $62.10 497
Leniski Stephanie R
Common Stock
2026-02-04 Sell 1,665 $62.76 104,495
Findlay David M
Common Stock
2026-02-04 Sell 3,000 $63.02 189,060
Leniski Stephanie R
Common Stock
2026-02-03 Grant 2,600 $0.00
O'Neill Lisa M
Common Stock
2026-02-03 Grant 2,600 $0.00
Lahrman Brok A
Common Stock
2026-02-03 Grant 740 $0.00
Ottinger Eric H
Common Stock
2026-02-03 Grant 2,600 $0.00
Pruitt Kristin
Common Stock
2026-02-03 Grant 4,000 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 235 20,778,324
2025-12-31 227 21,043,668
2025-09-30 245 21,304,608
2025-06-30 235 21,531,978
2025-03-31 244 21,389,637
2024-12-31 231 21,627,650
2024-09-30 234 21,228,025
2024-06-30 216 21,027,575
2024-03-31 223 21,537,742
2023-12-31 207 21,119,969
2023-09-30 200 20,504,818
2023-06-30 197 20,275,710
Form 13F Holdings
Firm Period DFND Voting Shares
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 35,842 35,842
Uncommon Cents Investing LLC [2026-06-30] SOLE 0 15,266
Louisiana State Employees Retirement System [2026-06-30] SOLE 11,200 11,200
Alaska Retirement Management Board [2026-06-30] SOLE 9,226 9,226
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 233 7,734
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 7,207
Yousif Capital Management LLC [2026-06-30] SOLE 1,475 6,615
Handelsbanken Fonder AB [2026-06-30] SOLE 0 6,030
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 5,908 5,908
Security Financial Services Inc [2026-06-30] SOLE 0 4,222
Sapient Capital LLC [2026-06-30] SOLE 3,950 3,950
First Merchants Corp [2026-06-30] SOLE 3,500 3,500
Revolve Wealth Partners LLC [2026-06-30] SOLE 0 3,340
Gamma Investing LLC [2026-06-30] DFND 1,689 1,689
First Horizon Corp [2026-06-30] DFND 0 194
IFP Advisors LLC [2026-06-30] SOLE 175 175
Farther Finance Advisors LLC [2026-06-30] SOLE 0 145
Retirement Wealth Solutions LLC [2026-06-30] SOLE 0 124
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 79
Versant Capital Management Inc [2026-06-30] SOLE 51 51
True Wealth Design LLC [2026-06-30] SOLE 0 34
Farmers & Merchants Investments Inc [2026-06-30] SOLE 15 15
CX Institutional [2026-06-30] SOLE 0 6
JFS Wealth Advisors LLC [2026-06-30] SOLE 0 4
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 4 4
Fortitude Family Office LLC [2026-06-30] SOLE 3 3
Corecap Advisors LLC [2026-06-30] SOLE 0 2
Davis Capital Management [2026-06-30] SOLE 1 1
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