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 |
|---|---|---|---|---|---|---|
| Donovan James Rickard | SVP, General Counsel | SELL | $50K–$100K | 712 | $70.38 | Feb 16, 2023 |
| Lahrman Brok A | SVP | SELL | $15K–$50K | 550 | $70.37 | Feb 16, 2023 |
| Leniski Stephanie R | Senior Vice Presid… | SELL | $100K–$500K | 2K | $69.66 | Feb 14, 2023 |
| Augsburger Blake | Director | SELL | $100K–$500K | 4K | $82.31 | Nov 1, 2022 |
| KUBACKI MICHAEL L | Director | SELL | $1M+ | 48K | $82.79 | Oct 31, 2022 |
| Lahrman Brok A | SVP | SELL | $15K–$50K | 312 | $82.03 | Oct 28, 2022 |
| O'Neill Lisa M | EVP & CFO | SELL | $50K–$100K | 1K | $76.79 | Sep 16, 2022 |
| Lahrman Brok A | SVP | SELL | $15K–$50K | 250 | $74.95 | Aug 3, 2022 |
| O'Neill Lisa M | EVP & CFO | SELL | $50K–$100K | 1K | $76.98 | Aug 2, 2022 |
| BARTELS ROBERT E JR | Director | BUY | $50K–$100K | 755 | $67.29 | Jun 14, 2022 |
| BARTELS ROBERT E JR | Director | BUY | $15K–$50K | 282 | $72.55 | May 27, 2022 |
| O'Neill Lisa M | EVP & CFO | SELL | $100K–$500K | 1K | $82.22 | Mar 15, 2022 |
| Donovan James Rickard | SVP, General Counsel | SELL | $15K–$50K | 525 | $82.00 | Mar 15, 2022 |
| Pruitt Kristin | Executive Vice Pre… | SELL | $50K–$100K | 900 | $81.81 | Mar 14, 2022 |
| KUBACKI MICHAEL L | Director | SELL | $1M+ | 24K | $81.35 | Feb 17, 2022 |
| Steiner Jonathan P | Senior Vice Presid… | SELL | $100K–$500K | 2K | $82.15 | Feb 15, 2022 |
| ROSS STEVEN D | Director | SELL | $100K–$500K | 2K | $82.00 | Feb 9, 2022 |
| Leniski Stephanie R | Senior Vice Presid… | SELL | $15K–$50K | 500 | $82.68 | Feb 8, 2022 |
| Ottinger Eric H | Executive Vice Pre… | SELL | $100K–$500K | 1K | $82.50 | Feb 8, 2022 |
| Gavin Michael E | EVP & CCO | SELL | $100K–$500K | 2K | $82.53 | Feb 8, 2022 |
| Steiner Jonathan P | Senior Vice Presid… | GRANT | N/A | 1K | — | Feb 1, 2022 |
| Steiner Jonathan P | Senior Vice Presid… | SELL | $100K–$500K | 2K | $78.30 | Feb 1, 2022 |
| KUBACKI MICHAEL L | Director | SELL | $1M+ | 37K | $78.56 | Jan 31, 2022 |
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