Lakeland Financial Corp
LKFNFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Lakeland Financial Corp Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 1, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2026-03-31 | 1,525 | $87.5K | SEC filing |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2026-03-31 | 277 | $15.9K | SEC filing |
| Arax Advisory Partners | 2026-03-31 | 567 | $32.5K | SEC filing |
| HEARTLAND ADVISORS INC | 2026-03-31 | 23,501 | $1.35M | SEC filing |
| MARSHALL WACE, LLP | 2026-03-31 | 17,673 | $1.01M | SEC filing |
| TD Capital Management LLC | 2026-03-31 | 31 | $1.81K | SEC filing |
| JANUS HENDERSON GROUP PLC | 2026-03-31 | 12,248 | $703K | SEC filing |
| AQR CAPITAL MANAGEMENT LLC | 2026-03-31 | 59,214 | $3.4M | SEC filing |
| VICTORY CAPITAL MANAGEMENT INC | 2026-03-31 | 3,998 | $229K | SEC filing |
| ENVESTNET ASSET MANAGEMENT INC | 2026-03-31 | 114,944 | $6.6M | SEC filing |
| Allworth Financial LP | 2026-03-31 | 151 | $8.67K | SEC filing |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2026-03-31 | 5,984 | $343K | SEC filing |
| BANK OF AMERICA CORP /DE/ | 2026-03-31 | 321,410 | $18.4M | SEC filing |
| Physician Wealth Advisors, Inc. | 2026-03-31 | 79 | $4.53K | SEC filing |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2026-03-31 | 42,300 | $2.43M | SEC filing |
| GREAT LAKES ADVISORS, LLC | 2026-03-31 | 8,073 | $463K | SEC filing |
| BlackRock, Inc. | 2026-03-31 | 3,536,366 | $203M | SEC filing |
| Copeland Capital Management, LLC | 2026-03-31 | 606,364 | $34.8M | SEC filing |
| MPWM ADVISORY SOLUTIONS, LLC | 2026-03-31 | 29 | $1.66K | SEC filing |
| OSAIC HOLDINGS, INC. | 2026-03-31 | 310 | $17.8K | SEC filing |
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-29 | Toothaker Bradley J · Director | Common Stock | S — Open market or private sale | −5,900 | 60.62 | SEC filing |
| 2026-05-06 | ROSS STEVEN D · Director | Common Stock | S — Open market or private sale | −1,281 | 62.50 | SEC filing |
| 2026-05-05 | ROSS STEVEN D · Director | Common Stock | S — Open market or private sale | −19 | 62.50 | SEC filing |
| 2026-05-01 | Ottinger Eric H · Executive Vice President | Common Stock | S — Open market or private sale | −2,136 | 61.49 | SEC filing |
| 2026-03-12 | WELCH M SCOTT · Director | Common Stock | P — Open market or private purchase | +10,000 | 56.23 | SEC filing |
| 2026-03-09 | WELCH M SCOTT · Director | Common Stock | P — Open market or private purchase | +5,000 | 55.45 | SEC filing |
| 2026-02-27 | WELCH M SCOTT · Director | Common Stock | P — Open market or private purchase | +10,000 | 57.95 | SEC filing |
| 2026-02-23 | Toothaker Bradley J · Director | Common Stock | S — Open market or private sale | −5,685 | 58.36 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-05 | Toothaker Bradley J · Director | Phantom Stock | A — Grant, award, or other acquisition | +160 | SEC filing |
| 2026-05-05 | Christian Darrianne P · Director | Phantom Stock | A — Grant, award, or other acquisition | +46 | SEC filing |
| 2026-05-05 | Abbasi Faraz · Director | Phantom Stock | A — Grant, award, or other acquisition | +21 | SEC filing |
| 2026-05-05 | WELCH M SCOTT · Director | Phantom Stock | A — Grant, award, or other acquisition | +510 | SEC filing |
| 2026-05-05 | PICHON EMILY E · Director | Phantom Stock | A — Grant, award, or other acquisition | +7 | SEC filing |
| 2026-05-05 | Augsburger Blake · Director | Phantom Stock | A — Grant, award, or other acquisition | +163 | SEC filing |
| 2026-05-05 | Starr Daniel Brian · Director | Phantom Stock | A — Grant, award, or other acquisition | +4 | SEC filing |
| 2026-05-05 | Truex Melinda Jo · Director | Phantom Stock | A — Grant, award, or other acquisition | +88 | SEC filing |
Showing 8 of 27 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-12-31 | Lahrman Brok A · SVP, Chief Accounting Officer | Common Stock | J — Other acquisition or disposition | +80 | SEC filing |
| 2025-12-31 | Robinson-Gay Donald · Senior Vice President | Common Stock | J — Other acquisition or disposition | +25 | SEC filing |
| 2025-12-31 | FINDLAY DAVID M · CEO | Common Stock | J — Other acquisition or disposition | +483 | SEC filing |
| 2025-12-31 | Hurford Jennifer M · SVP & Treasurer | Common Stock | J — Other acquisition or disposition | +39 | SEC filing |
| 2025-12-31 | Donovan James Rickard · SVP, General Counsel | Common Stock | J — Other acquisition or disposition | +37 | SEC filing |
| 2025-12-31 | Pruitt Kristin · President | Common Stock | J — Other acquisition or disposition | +411 | SEC filing |
| 2025-12-31 | O'Neill Lisa M · EVP & CFO | Common Stock | J — Other acquisition or disposition | +535 | SEC filing |
| 2025-12-31 | Leniski Stephanie R · Executive Vice President | Common Stock | J — Other acquisition or disposition | +754 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.