LAKELAND FINANCIAL CORP
Total Trades
73
Buys
18
Sells
48
Largest Trade
N/A
Insiders
20
Institutional Funds
185
Inst. Value
$1M+
Activist Filings
16
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| WELCH M SCOTT | Director | BUY | $500K+ | 10K | $57.95 | Feb 27, 2026 |
| Toothaker Bradley J | Director | SELL | $100K–$500K | 6K | $58.36 | Feb 24, 2026 |
| Lahrman Brok A | SVP | GRANT | N/A | 1K | — | Feb 4, 2026 |
| Lahrman Brok A | SVP | SELL | $15K–$50K | 275 | $60.76 | Feb 4, 2026 |
| Leniski Stephanie R | Executive Vice Pre… | SELL | $100K–$500K | 2K | $62.76 | Feb 4, 2026 |
| Leniski Stephanie R | Executive Vice Pre… | GRANT | N/A | 4K | — | Feb 4, 2026 |
| O'Neill Lisa M | EVP & CFO | SELL | $100K–$500K | 3K | $60.74 | Feb 4, 2026 |
| O'Neill Lisa M | EVP & CFO | GRANT | N/A | 5K | — | Feb 4, 2026 |
| FINDLAY DAVID M | CEO | GRANT | N/A | 11K | — | Feb 4, 2026 |
| FINDLAY DAVID M | CEO | SELL | $100K–$500K | 3K | $63.02 | Feb 4, 2026 |
| BARTELS ROBERT E JR | Director | BUY | $15K–$50K | 296 | $67.77 | Sep 9, 2025 |
| Ottinger Eric H | Executive Vice Pre… | SELL | $100K–$500K | 5K | $67.07 | Aug 26, 2025 |
| O'Neill Lisa M | EVP & CFO | SELL | $100K–$500K | 3K | $66.72 | Jul 31, 2025 |
| Clark Kyra E | Senior Vice Presid… | SELL | $15K–$50K | 300 | $67.00 | Jul 31, 2025 |
| Truex Melinda Jo | Director | BUY | $100K–$500K | 8K | $60.11 | May 27, 2025 |
| Leniski Stephanie R | Executive Vice Pre… | SELL | $50K–$100K | 1K | $59.51 | May 6, 2025 |
| O'Neill Lisa M | EVP & CFO | SELL | $100K–$500K | 3K | $59.33 | May 6, 2025 |
| Leniski Stephanie R | Executive Vice Pre… | SELL | $50K–$100K | 2K | $61.94 | Mar 18, 2025 |
| WELCH M SCOTT | Director | BUY | $100K–$500K | 5K | $61.40 | Mar 12, 2025 |
| Robinson-Gay Donald | Senior Vice Presid… | SELL | $15K–$50K | 550 | $66.25 | Feb 26, 2025 |
| Ottinger Eric H | Executive Vice Pre… | SELL | $100K–$500K | 4K | $73.50 | Nov 19, 2024 |
| FINDLAY DAVID M | CEO | SELL | $500K+ | 10K | $75.51 | Nov 13, 2024 |
| BARTELS ROBERT E JR | Director | BUY | $50K–$100K | 802 | $72.32 | Nov 8, 2024 |
| Lahrman Brok A | SVP | SELL | $1K–$15K | 150 | $75.51 | Nov 6, 2024 |
| Pruitt Kristin | President | SELL | $500K+ | 12K | $67.06 | Aug 26, 2024 |
| Clark Kyra E | Senior Vice Presid… | SELL | $15K–$50K | 420 | $68.93 | Aug 1, 2024 |
| Lahrman Brok A | SVP | SELL | $15K–$50K | 415 | $68.91 | Jul 31, 2024 |
| Steiner Jonathan P | Senior Vice Presid… | SELL | $100K–$500K | 3K | $63.73 | Feb 22, 2024 |
| Donovan James Rickard | SVP, General Counsel | SELL | $1K–$15K | 150 | $61.61 | Feb 14, 2024 |
| Leniski Stephanie R | Senior Vice Presid… | SELL | $100K–$500K | 3K | $63.17 | Feb 9, 2024 |
| FINDLAY DAVID M | CEO | SELL | $500K+ | 11K | $65.03 | Feb 7, 2024 |
| FINDLAY DAVID M | CEO | GRANT | N/A | 4K | — | Feb 7, 2024 |
| Lahrman Brok A | SVP | GRANT | N/A | 463 | — | Feb 7, 2024 |
| Lahrman Brok A | SVP | SELL | $15K–$50K | 700 | $64.98 | Feb 7, 2024 |
| BARTELS ROBERT E JR | Director | BUY | $15K–$50K | 360 | $64.05 | Feb 1, 2024 |
| KUBACKI MICHAEL L | Director | SELL | $1M+ | 27K | $71.51 | Jan 31, 2024 |
| BARTELS ROBERT E JR | Director | BUY | $15K–$50K | 407 | $53.37 | Nov 3, 2023 |
| WELCH M SCOTT | Director | BUY | $500K+ | 10K | $50.87 | Sep 7, 2023 |
| Steiner Jonathan P | Senior Vice Presid… | BUY | $100K–$500K | 3K | $55.26 | Aug 18, 2023 |
| BARTELS ROBERT E JR | Director | BUY | $15K–$50K | 900 | $55.16 | Aug 4, 2023 |
| WELCH M SCOTT | Director | BUY | $100K–$500K | 10K | $45.90 | May 9, 2023 |
| PICHON EMILY E | Director | BUY | $15K–$50K | 1K | $47.80 | May 8, 2023 |
| Smith Brian J | Director | BUY | $500K+ | 10K | $51.00 | May 1, 2023 |
| WELCH M SCOTT | Director | BUY | $500K+ | 10K | $51.58 | May 1, 2023 |
| ROSS STEVEN D | Director | SELL | $50K–$100K | 1K | $70.00 | Mar 28, 2023 |
| Clark Kyra E | Senior Vice Presid… | SELL | $50K–$100K | 1K | $70.00 | Mar 15, 2023 |
| WELCH M SCOTT | Director | BUY | $1M+ | 17K | $64.14 | Mar 14, 2023 |
| WELCH M SCOTT | Director | BUY | $500K+ | 10K | $64.68 | Mar 13, 2023 |
| Robinson-Gay Donald | Senior Vice Presid… | SELL | $50K–$100K | 906 | $70.74 | Feb 21, 2023 |
| Steiner Jonathan P | Senior Vice Presid… | SELL | $100K–$500K | 3K | $70.17 | Feb 16, 2023 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 185 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Neuberger Berman Group LLC | 1.8M | $1M+ | SH |
| VANGUARD GROUP INC | 1.7M | $1M+ | SH |
| STATE STREET CORP | 1.3M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.0M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 649K | $1M+ | SH |
| Copeland Capital Management, LLC | 616K | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 533K | $1M+ | SH |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 482K | $1M+ | SH |
| NFJ INVESTMENT GROUP, LLC | 416K | $1M+ | SH |
| FULLER & THALER ASSET MANAGEMENT, INC. | 327K | $1M+ | SH |
| FULLER & THALER ASSET MANAGEMENT, INC. | 327K | $1M+ | SH |
| Boston Trust Walden Corp | 214K | $1M+ | SH |
| TIMUCUAN ASSET MANAGEMENT INC/FL | 200K | $1M+ | SH |
| KENNEDY CAPITAL MANAGEMENT LLC | 159K | $1M+ | SH |
| Aptus Capital Advisors, LLC | 154K | $1M+ | SH |
| MONARCH CAPITAL MANAGEMENT INC | 153K | $1M+ | SH |
| Bank of New York Mellon Corp | 136K | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 130K | $1M+ | SH |
| AMERICAN CENTURY COMPANIES INC | 118K | $1M+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 117K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G · Feb 9, 2026
5.0%
1.3M shares
SC 13G · Aug 11, 2025
5.3%
1.4M shares
Victory Capital Management, Inc.
SC 13G/A · Aug 8, 2025
3.6%
917K shares
SC 13G · Jul 21, 2025
5.9%
1.5M shares
SC 13G · May 13, 2025
5.0%
1.3M shares
Victory Capital Management, Inc.
SC 13G · Nov 7, 2024
5.8%
1.5M shares
STATE STREET CORPORATION 04-2456637
SC 13G · Oct 16, 2024
5.0%
1.3M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
7.3%
1.8M shares
Neuberger Berman Group LLC 61-1591182Â
SC 13G/A · Feb 13, 2024
4.6%
1.2M shares
SC 13G/A · Jan 23, 2024
14.6%
3.7M shares
SC 13G/A · Feb 10, 2023
5.6%
1.4M shares
SC 13G/A · Jan 26, 2023
14.6%
3.7M shares
SC 13G/A · Jan 20, 2023
14.6%
3.7M shares
SC 13G · Feb 14, 2022
5.8%
1.5M shares
SC 13G/A · Jan 27, 2022
14.5%
3.7M shares
SC 13G/A · Jan 25, 2022
14.5%
3.7M shares