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.
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.
Lakeland Financial Corp director Blake Augsburger received a grant of 163 phantom stock units on Common Stock, recorded at $61.9216 per unit. After this compensation award, he holds 19,502 phantom stock units. Each unit converts into one share of Common Stock and becomes exercisable, then ultimately expires, after his retirement from the Board.
Lakeland Financial Corp director Bradley J. Toothaker received a grant of 160 phantom stock units on Common Stock. These units were awarded as a derivative grant and increase his phantom stock holdings to 19,185 units.
Each phantom stock unit converts into one share of Common Stock, but is only exercisable after his retirement from the Board and expires at that time, tying the award to his long-term board service.
Christian Darrianne P reported acquisition or exercise transactions in this Form 4 filing.
Lakeland Financial Corp director Darrianne P. Christian received a grant of 46 phantom stock units, each linked to one share of Common Stock. This non-cash award increases the director’s phantom stock holdings to 5,481 units. The phantom stock is exercisable, and then expires, after the director’s retirement from the board.
PICHON EMILY E reported acquisition or exercise transactions in this Form 4 filing.
Lakeland Financial Corp director Emily E. Pichon received a grant of 7 phantom stock units on May 5, 2026, tied 1-for-1 to the company’s common stock at a reference value of $61.9216 per unit. This compensation award increases her phantom stock holdings to 949 units. According to the terms, each phantom unit becomes exercisable and ultimately expires after her retirement from the Board, meaning there is no immediate share issuance or open-market transaction.
Abbasi Faraz reported acquisition or exercise transactions in this Form 4 filing.
Lakeland Financial Corp director Faraz Abbasi reported a grant of 21 phantom stock units tied to the company’s common stock. The units were awarded at a reference value of $61.9216 per unit and increase his phantom stock holdings to 1,741 units.
Each phantom stock unit is economically equivalent to one share of common stock and becomes exercisable only after his retirement from the board, at which point it settles into common shares. This is a compensation-related award rather than an open-market stock purchase or sale.
LAKELAND FINANCIAL CORP director Daniel Brian Starr received a grant of 4 phantom stock units tied to the company’s Common Stock. The award is recorded at a reference price of $61.9216 per unit and increases his phantom stock holdings to 406 units.
Each phantom stock unit converts into 1 share of Common Stock and is exercisable only after his retirement from the Board. The phantom shares also expire after his retirement, highlighting that this is a compensation-related, non–open-market acquisition rather than a purchase on the stock exchange.
Lakeland Financial Corp Executive Vice President Eric H. Ottinger reported an open-market sale of company stock. On May 1, 2026, he sold 2,136 shares of Common Stock at $61.4900 per share. After this transaction, he directly owns 33,257 shares of Lakeland Financial Corp common stock.