Quick Takeaways
- LKFN - LAKELAND FINANCIAL CORP has 27 insiders with reported activity on this page.
- Net insider value flow over the last year: +$414,804.
- Recent transaction rows are available for direct filing-level review.
- Info
- Insider Trading
- Financials
- Holders
Insider Transactions Reported by 27 Insiders of LAKELAND FINANCIAL CORP
- Symbol
- LKFN on Nasdaq
- Location
- Warsaw, IN
What Changed
- Buy value: $1,938,577; sell value: $1,523,773.
- Net share flow: +9,145.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Official SEC Source
Insider trading overview
Last 12 monthsNet insider flow leans to buying over the last 12 months. Net value: +$414,804.
Buys
$1,938,577
Shares: 33,605
Insiders: 3
Sells
$1,523,774
Shares: 24,460
Insiders: 7
Net
+$414,804
Shares: +9,145
Insiders: -4
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 25,000 | 13,525 | $1,419,064 | $818,192 | +$600,872 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 296 | 7,435 | $20,059 | $497,740 | -$477,681 |
| 9-12 | 8,309 | 3,500 | $499,454 | $207,842 | +$291,612 |
LAKELAND FINANCIAL CORP executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| M. Scott Welch | Director | $15,698,191 | +$1,419,064 | +9.9% | Mixed | 12 Mar 2026 |
| David M. Findlay | Ceo | $8,119,612 | -$189,057 | -2.3% | Mixed | 31 Dec 2025 |
| Melinda Jo Truex | Director | $4,622,993 | +$499,454 | +12% | Mixed | 05 Feb 2026 |
| Ronald Truex | Director | $4,105,820 | Mixed | 07 Feb 2022 | ||
| Brian J. Smith | Director | $3,700,784 | Mixed | 05 Feb 2026 | ||
| Michael L. Kubacki | Director | $2,846,190 | Filing P/S | 30 Jan 2024 | ||
| Daniel F. Evans | Director | $2,454,314 | Mixed | 07 Feb 2022 | ||
| Lisa M. O'Neill | Evp & Cfo | $2,363,667 | -$491,269 | -17% | Mixed | 31 Dec 2025 |
| Bradley J. Toothaker | Director | $2,359,096 | -$331,793 | -12% | Mixed | 23 Feb 2026 |
| Eric H. Ottinger | Executive Vice President | $2,346,395 | -$310,851 | -12% | Mixed | 31 Dec 2025 |
| Kristin Pruitt | President | $2,284,542 | Mixed | 31 Dec 2025 | ||
| Blake Augsburger | Director | $2,277,651 | Mixed | 05 Feb 2026 | ||
| Robert E. Bartels Jr. | Director | $1,733,862 | +$20,059 | +1.2% | Mixed | 13 Jan 2026 |
| Steven D. Ross | Director | $1,615,421 | Mixed | 13 Jan 2026 | ||
| Emily E. Pichon | Director | $1,207,975 | Mixed | 05 Feb 2026 | ||
| Stephanie R. Leniski | Executive Vice President | $1,099,120 | -$163,995 | -13% | Mixed | 31 Dec 2025 |
| James Rickard Donovan | SVP, General Counsel | $969,672 | Mixed | 31 Dec 2025 | ||
| Darrianne P. Christian | Director | $951,123 | Mixed | 05 Feb 2026 | ||
| Michael E. Gavin | Evp & Cco | $930,641 | Mixed | 27 Jan 2023 | ||
| Kyra E. Clark | Senior Vice President | $707,610 | -$20,100 | -2.8% | Mixed | 02 Feb 2026 |
| Jennifer M. Hurford | SVP & Treasurer | $620,136 | Mixed | 31 Dec 2025 | ||
| Donald Robinson-Gay | Senior Vice President | $541,587 | Mixed | 31 Dec 2025 | ||
| Faraz Abbasi | Director | $440,730 | Mixed | 05 Feb 2026 | ||
| Jonathan P. Steiner | Senior Vice President | $355,418 | Mixed | 06 Dec 2024 | ||
| Brok A. Lahrman | SVP, Chief Accounting Officer | $259,868 | -$16,709 | -6% | Mixed | 31 Dec 2025 |
| Carrie Gutman | Senior Vice President | $206,584 | Mixed | 02 Feb 2026 | ||
| Daniel Brian Starr | Director | $99,168 | Mixed | 05 Feb 2026 |
Top shareholders of LAKELAND FINANCIAL CORP (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
14%
|
3,561,209
|
$203,202,585 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
7.4%
|
1,887,812
|
$107,718,553 | — | 31 Dec 2025 | |
| Neuberger Berman Group LLC |
13F
13D/G
|
Company |
5.9%
from 13D/G
|
1,782,838
|
$101,728,736 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13D/G
13F
|
STATE STREET CORPORATION · Company |
5%
|
1,274,040
|
$72,696,722 | -$4,593,444 | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
4.1%
|
1,049,197
|
$59,867,181 | — | 31 Dec 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13D/G
13F
|
Company |
3.6%
|
916,558
|
$59,365,462 | -$36,824,724 | 30 Jun 2025 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
2.8%
|
724,936
|
$41,364,986 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.8%
|
706,224
|
$40,297,623 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
617,754
|
$35,253,235 | — | 31 Dec 2025 | |
| Copeland Capital Management, LLC |
13F
|
Company |
2.4%
|
615,680
|
$35,130,761 | — | 31 Dec 2025 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
13F
|
Company |
1.9%
|
482,244
|
$27,516,843 | — | 31 Dec 2025 | |
| NFJ INVESTMENT GROUP, LLC |
13F
|
Company |
1.8%
|
449,242
|
$25,633,748 | — | 31 Dec 2025 | |
| Boston Trust Walden Corp |
13F
|
Company |
1.4%
|
344,319
|
$19,646,842 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
330,005
|
$18,830,085 | — | 31 Dec 2025 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
1.3%
|
327,362
|
$18,679,271 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.2%
|
306,826
|
$17,507,509 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.2%
|
297,791
|
$16,991,974 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
1.2%
|
293,813
|
$16,839,323 | — | 31 Dec 2025 | |
| M. Scott Welch |
3/4/5
|
Director |
—
mixed-class rows
|
272,824
mixed-class rows
|
$15,698,191 | +$1,419,064 | 12 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
1%
|
254,055
|
$14,496,481 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.99%
|
251,470
|
$14,348,897 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.81%
|
207,605
|
$11,845,956 | — | 31 Dec 2025 | |
| TIMUCUAN ASSET MANAGEMENT INC/FL |
13F
|
Company |
0.78%
|
199,761
|
$11,398,363 | — | 31 Dec 2025 | |
| FMR LLC |
13F
|
Company |
0.76%
|
194,183
|
$11,080,110 | — | 31 Dec 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.71%
|
180,881
|
$10,321,070 | — | 31 Dec 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.68%
|
173,428
|
$9,895,802 | — | 31 Dec 2025 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.62%
|
159,236
|
$9,086,006 | — | 31 Dec 2025 | |
| Aptus Capital Advisors, LLC |
13F
|
Company |
0.6%
|
153,707
|
$8,770,521 | — | 31 Dec 2025 | |
| MONARCH CAPITAL MANAGEMENT INC |
13F
|
Company |
0.6%
|
153,465
|
$8,756,713 | — | 31 Dec 2025 | |
| David M. Findlay |
3/4/5
|
CEO |
0.51%
|
129,099
|
$8,119,612 | -$189,057 | 31 Dec 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.51%
|
130,229
|
$7,430,867 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.48%
|
121,884
|
$6,954,701 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.46%
|
118,001
|
$6,733,137 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.46%
|
116,625
|
$6,654,625 | — | 31 Dec 2025 | |
| ProShare Advisors LLC |
13F
|
Company |
0.42%
|
106,514
|
$6,077,688 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.41%
|
105,493
|
$6,019,431 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.39%
|
98,369
|
$5,612,935 | — | 31 Dec 2025 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
0.37%
|
94,922
|
$5,416,249 | — | 31 Dec 2025 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.35%
|
88,866
|
$5,070,694 | — | 31 Dec 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.35%
|
88,399
|
$5,044,047 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.33%
|
84,179
|
$4,803,253 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.33%
|
83,689
|
$4,775,295 | — | 31 Dec 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.32%
|
82,400
|
$4,701,744 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.32%
|
82,145
|
$4,687,193 | — | 31 Dec 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.32%
|
82,130
|
$4,686,338 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.32%
|
81,369
|
$4,642,966 | — | 31 Dec 2025 | |
| Melinda Jo Truex |
3/4/5
|
Director |
—
mixed-class rows
|
80,094
mixed-class rows
|
$4,622,993 | +$499,454 | 05 Feb 2026 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.32%
|
80,624
|
$4,600,386 | — | 31 Dec 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.3%
|
76,503
|
$4,365,261 | — | 31 Dec 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.29%
|
74,306
|
$4,239,884 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for LAKELAND FINANCIAL CORP
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| M. Scott Welch | LKFN | Common Stock | Purchase | 4.95% | $562,314 | $56.23 | 10,000 | 212,006 | 12 Mar 2026 | By Spouse |
| M. Scott Welch | LKFN | Common Stock | Purchase | 10.2% | $277,250 | $55.45 | 5,000 | 54,000 | 09 Mar 2026 | By LLP |
| M. Scott Welch | LKFN | Common Stock | Purchase | 25.6% | $579,500 | $57.95 | 10,000 | 49,000 | 27 Feb 2026 | By LLP |
| Bradley J. Toothaker | LKFN | Common Stock | Sale | -22% | $331,793 | $58.36 | -5,685 | 20,178 | 23 Feb 2026 | Direct |
| M. Scott Welch | LKFN | Phantom Stock | Award | 0.84% | 505 | 60,818 | 05 Feb 2026 | Direct | ||
| Brian J. Smith | LKFN | Phantom Stock | Award | 0.83% | 173 | 20,911 | 05 Feb 2026 | Direct | ||
| Blake Augsburger | LKFN | Phantom Stock | Award | 0.83% | 160 | 19,339 | 05 Feb 2026 | Direct | ||
| Bradley J. Toothaker | LKFN | Phantom Stock | Award | 0.84% | 158 | 19,025 | 05 Feb 2026 | Direct | ||
| Darrianne P. Christian | LKFN | Phantom Stock | Award | 0.83% | 45 | 5,435 | 05 Feb 2026 | Direct | ||
| Emily E. Pichon | LKFN | Phantom Stock | Award | 0.86% | 8 | 942 | 05 Feb 2026 | Direct | ||
| Faraz Abbasi | LKFN | Phantom Stock | Award | 1.24% | 21 | 1,720 | 05 Feb 2026 | Direct | ||
| Daniel Brian Starr | LKFN | Phantom Stock | Award | 0.75% | 3 | 402 | 05 Feb 2026 | Direct | ||
| Melinda Jo Truex | LKFN | Phantom Stock | Award | 0.86% | 87 | 10,205 | 05 Feb 2026 | By Spouse | ||
| Stephanie R. Leniski | LKFN | Common Stock | Sale | -16.6% | $104,487 | $62.76 | -1,665 | 8,355 | 04 Feb 2026 | Direct |
| David M. Findlay | LKFN | Common Stock | Sale | -2.57% | $189,057 | $63.02 | -3,000 | 113,918 | 04 Feb 2026 | Direct |
| Carrie Gutman | LKFN | Common Stock | Award | 121.1% | 1,620 | 2,958 | 03 Feb 2026 | Direct | ||
| Donald Robinson-Gay | LKFN | Common Stock | Award | 56.3% | 2,800 | 7,774 | 03 Feb 2026 | Direct | ||
| Kyra E. Clark | LKFN | Common Stock | Award | 18.7% | 1,802 | 11,416 | 03 Feb 2026 | Direct | ||
| James Rickard Donovan | LKFN | Common Stock | Award | 14.3% | 1,802 | 14,438 | 03 Feb 2026 | Direct | ||
| Stephanie R. Leniski | LKFN | Common Stock | Award | 49.9% | 2,600 | 7,811 | 03 Feb 2026 | Direct | ||
| Brok A. Lahrman | LKFN | Common Stock | Award | 28.3% | 740 | 3,354 | 03 Feb 2026 | Direct | ||
| Jennifer M. Hurford | LKFN | Common Stock | Award | 6.25% | 540 | 9,185 | 03 Feb 2026 | Direct | ||
| Lisa M. O'Neill | LKFN | Common Stock | Award | 7.57% | 2,600 | 36,966 | 03 Feb 2026 | Direct | ||
| Eric H. Ottinger | LKFN | Common Stock | Award | 8.05% | 2,600 | 34,882 | 03 Feb 2026 | Direct | ||
| Kristin Pruitt | LKFN | Common Stock | Award | 17.7% | 4,000 | 26,560 | 03 Feb 2026 | Direct | ||
| David M. Findlay | LKFN | Common Stock | Award | 5.85% | 6,400 | 115,878 | 03 Feb 2026 | Direct | ||
| Carrie Gutman | LKFN | Common Stock | Tax liability | -8.63% | -321 | 3,400 | 02 Feb 2026 | Direct | ||
| Carrie Gutman | LKFN | Common Stock | Award | 25.8% | 763 | 3,721 | 02 Feb 2026 | Direct | ||
| Donald Robinson-Gay | LKFN | Common Stock | Tax liability | -10.4% | -939 | 8,110 | 02 Feb 2026 | Direct | ||
| Donald Robinson-Gay | LKFN | Common Stock | Award | 16.4% | 1,275 | 9,049 | 02 Feb 2026 | Direct | ||
| Kyra E. Clark | LKFN | Common Stock | Tax liability | -8.23% | -1,045 | 11,646 | 02 Feb 2026 | Direct | ||
| Kyra E. Clark | LKFN | Common Stock | Award | 11.2% | 1,275 | 12,691 | 02 Feb 2026 | Direct | ||
| James Rickard Donovan | LKFN | Common Stock | Tax liability | -6.01% | -945 | 14,768 | 02 Feb 2026 | Direct | ||
| James Rickard Donovan | LKFN | Common Stock | Award | 8.83% | 1,275 | 15,713 | 02 Feb 2026 | Direct | ||
| Stephanie R. Leniski | LKFN | Common Stock | Tax liability | 8.58% | 792 | 10,020 | 02 Feb 2026 | Direct | ||
| Stephanie R. Leniski | LKFN | Common Stock | Award | 18.1% | 1,417 | 9,228 | 02 Feb 2026 | Direct | ||
| Brok A. Lahrman | LKFN | Common Stock | Sale | -7.28% | $16,709 | $60.76 | -275 | 3,504 | 02 Feb 2026 | Direct |
| Brok A. Lahrman | LKFN | Common Stock | Award | 12.7% | 425 | 3,779 | 02 Feb 2026 | Direct | ||
| Jennifer M. Hurford | LKFN | Common Stock | Tax liability | -2.84% | -280 | 9,570 | 02 Feb 2026 | Direct | ||
| Jennifer M. Hurford | LKFN | Common Stock | Award | 4.51% | 425 | 9,850 | 02 Feb 2026 | Direct | ||
| Lisa M. O'Neill | LKFN | Common Stock | Tax liability | -4.39% | -1,585 | 34,528 | 02 Feb 2026 | Direct | ||
| Lisa M. O'Neill | LKFN | Common Stock | Award | 6.01% | 2,047 | 36,113 | 02 Feb 2026 | Direct | ||
| Lisa M. O'Neill | LKFN | Common Stock | Sale | -7.85% | $176,146 | $60.74 | -2,900 | 34,066 | 02 Feb 2026 | Direct |
| Eric H. Ottinger | LKFN | Common Stock | Tax liability | -4.16% | -1,536 | 35,393 | 02 Feb 2026 | Direct | ||
| Eric H. Ottinger | LKFN | Common Stock | Award | 5.87% | 2,047 | 36,929 | 02 Feb 2026 | Direct | ||
| Kristin Pruitt | LKFN | Common Stock | Tax liability | -5.65% | -1,616 | 26,991 | 02 Feb 2026 | Direct | ||
| Kristin Pruitt | LKFN | Common Stock | Award | 7.71% | 2,047 | 28,607 | 02 Feb 2026 | Direct | ||
| David M. Findlay | LKFN | Common Stock | Tax liability | -3.31% | -4,000 | 116,918 | 02 Feb 2026 | Direct | ||
| David M. Findlay | LKFN | Common Stock | Award | 4.35% | 5,040 | 120,918 | 02 Feb 2026 | Direct | ||
| Melinda Jo Truex | LKFN | Common Stock | Options Exercise | 6.76% | 2,138 | 33,754 | 14 Jan 2026 | By Spouse |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.