Lakeland Financial Corporation (LKFN)
Nasdaq: LKFN · State Commercial Banks · Warsaw, IN · filing with the SEC since 1995
Grade6.0
◀ Past 6.6● Present 6.5▶ Future 4.2
Who owns Lakeland Financial Corporation
As filed with the SECHolders of 5% or more
4
Blackrock, Inc. holds 13.5% of Common Stock, as its SCHEDULE 13G/A filed Apr 24, 2026 says.
Directors and officers
22
report now, of 34 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 4 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
SCHEDULE 13G/A · filed Apr 24, 2026 · Common Stock
Neuberger Berman Group LLC
SCHEDULE 13G · filed Jul 21, 2025 · COMMON
State Street Corporation
SCHEDULE 13G · filed May 12, 2026 · COMMON STOCK · 5% in Feb 9, 2026
Vanguard Capital Management
SCHEDULE 13G · filed Jul 31, 2026 · Common Stock
Victory Capital Management, Inc.
SCHEDULE 13G/A · filed Aug 8, 2025 · Common Stock · reported falling below 5%, from 5.82% in Nov 7, 2024
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What LKFN reports owning in othersstakes of 5% or more, and other ties
Lakeland Financial Corporation reports no stake in another company in the record.
Insider tradesForm 4
12sales
4purchases
0sales on a scheduled plan
10people selling
$2.8Msold, in dollars
$1.5Mbought, in dollars
Open-market trades on Form 4 from Nov 9, 2025 to Nov 9, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 9, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window12 of 34 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Truex Melinda Jo | director | 1 | $1.4M | 0 | 0 | $0 |
| Toothaker Bradley J | director | 2 | $700,000 | 0 | 0 | $0 |
| Findlay David M | CEO | 1 | $200,000 | 0 | 0 | $0 |
| O'Neill Lisa M | EVP & CFO | 1 | $200,000 | 0 | 0 | $0 |
| Ottinger Eric H | Executive Vice President | 1 | $100,000 | 0 | 0 | $0 |
| Leniski Stephanie R | Executive Vice President | 1 | $100,000 | 0 | 0 | $0 |
| Ross Steven D | director | 2 | $100,000 | 0 | 0 | $0 |
| Welch M Scott | director | 0 | $0 | 0 | 3 | $1.4M |
| Bartels Robert E Jr | director | 0 | $0 | 0 | 1 | $100,000 |
| Robinson-Gay Donald | Senior Vice President | 1 | $0 | 0 | 0 | $0 |
| Clark Kyra E | Senior Vice President | 1 | $0 | 0 | 0 | $0 |
| Lahrman Brok A | SVP, Chief Accounting Officer | 1 | $0 | 0 | 0 | $0 |