Lakeland Financial's three largest insider shareholders as of September 29, 2026 are M Scott Welch (Director, 266.01K shares), David M Findlay (Ceo, 129.10K shares), Melinda Jo Truex (Director, 69.89K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | M Scott Welch | Director | 0 | 266,006 | 266,006 | 29.2% | 12 Mar, 2026 |
| 2 | David M Findlay | Ceo | 113,918 | 15,181 | 129,099 | 14.2% | 04 Feb, 2026 |
| 3 | Melinda Jo Truex | Director | 36,135 | 33,754 | 69,889 | 7.7% | 13 Jan, 2026 |
| 4 | Brian J Smith | Director | 42,085 | 0 | 42,085 | 4.6% | 12 Jan, 2026 |
| 5 | Michael L Kubacki | Executive Chairman | 39,800 | 0 | 39,800 | 4.4% | 31 Jan, 2024 |
| 6 | Lisa M O'Neill | Evp Cfo | 34,528 | 4,289 | 38,817 | 4.3% | 04 Feb, 2026 |
| 7 | Kristin Pruitt | President | 26,991 | 10,403 | 37,394 | 4.1% | 04 Feb, 2026 |
| 8 | Eric H Ottinger | Executive Vice President | 33,257 | 0 | 33,257 | 3.7% | 01 May, 2026 |
| 9 | Robert E Jr Bartels | Director | 30,376 | 0 | 30,376 | 3.3% | 13 Jan, 2026 |
| 10 | Steven D Ross | Director | 27,001 | 0 | 27,001 | 3.0% | 06 May, 2026 |
| 11 | Daniel F Evans | Director | 24,419 | 0 | 24,419 | 2.7% | 13 Jan, 2022 |
| 12 | Emily E Pichon | Director | 20,138 | 0 | 20,138 | 2.2% | 13 Jan, 2026 |
| 13 | Blake Augsburger | Director | 18,863 | 0 | 18,863 | 2.1% | 12 Jan, 2026 |
| 14 | Ronald Truex | Director | 18,413 | 0 | 18,413 | 2.0% | 13 Jan, 2022 |
| 15 | Stephanie R Leniski | Executive Vice President | 8,355 | 9,277 | 17,632 | 1.9% | 04 Feb, 2026 |
| 16 | James Rickard Donovan | Svp, General Counsel | 14,768 | 1,168 | 15,936 | 1.8% | 04 Feb, 2026 |
| 17 | Bradley J Toothaker | Director | 14,278 | 0 | 14,278 | 1.6% | 01 Jun, 2026 |
| 18 | Kyra E Clark | Senior Vice President | 11,396 | 0 | 11,396 | 1.3% | 31 Jul, 2026 |
| 19 | Darrianne P Christian | Director | 10,750 | 0 | 10,750 | 1.2% | 12 Jan, 2026 |
| 20 | Jennifer M Hurford | Svp Treasurer | 9,570 | 624 | 10,194 | 1.1% | 04 Feb, 2026 |
| 21 | Donald Robinson-Gay | Senior Vice President | 7,610 | 0 | 7,610 | 0.8% | 06 Aug, 2026 |
| 22 | Michael E Gavin | Evp Cco | 7,040 | 0 | 7,040 | 0.8% | 31 Jan, 2023 |
| 23 | Faraz Abbasi | Director | 5,850 | 0 | 5,850 | 0.6% | 12 Jan, 2026 |
| 24 | Jonathan P Steiner | Senior Vice President | 4,814 | 0 | 4,814 | 0.5% | 09 Dec, 2024 |
| 25 | Brok A Lahrman | Svp, Chief Accounting Officer | 3,504 | 758 | 4,262 | 0.5% | 04 Feb, 2026 |
| 26 | Carrie Gutman | Senior Vice President | 3,400 | 0 | 3,400 | 0.4% | 04 Feb, 2026 |
| 27 | Daniel Brian Starr | Director | 1,300 | 0 | 1,300 | 0.1% | 12 Jan, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 05 Aug, 2026 | Brian J Smith | Director | Acquired A | 177 | $63.25 | $11.20K | 21,629 | Direct |
| 05 Aug, 2026 | M Scott Welch | Director | Acquired A | 507 | $63.25 | $32.07K | 62,201 | Direct |
| 05 Aug, 2026 | Faraz Abbasi | Director | Acquired A | 24 | $63.25 | $1.52K | 2,212 | Direct |
| 05 Aug, 2026 | Bradley J Toothaker | Director | Disposed M | 162 | $63.25 | $10.25K | 19,510 | Direct |
| 05 Aug, 2026 | Darrianne P Christian | Director | Acquired A | 49 | $63.25 | $3.10K | 5,976 | Direct |
| 05 Aug, 2026 | Blake Augsburger | Director | Acquired A | 165 | $63.25 | $10.44K | 20,276 | Direct |
| 05 Aug, 2026 | Donald Robinson-Gay | Senior Vice President | Disposed S | 500 | $63.00 | $31.50K | 7,610 | Direct |
| 05 Aug, 2026 | Daniel Brian Starr | Director | Acquired A | 7 | $63.25 | $443 | 778 | Direct |
| 05 Aug, 2026 | Emily E Pichon | Director | Acquired A | 8 | $63.25 | $506 | 957 | Direct |
| 05 Aug, 2026 | Melinda Jo Truex | Director | Acquired A | 87 | $63.25 | $5.50K | 10,380 | Indirect |
| 30 Jul, 2026 | Kyra E Clark | Senior Vice President | Disposed S | 250 | $63.22 | $15.81K | 11,396 | Direct |
| 08 Jul, 2026 | Brian J Smith | Director | Acquired A | 365 | $61.55 | $22.47K | 21,452 | Direct |
| 08 Jul, 2026 | M Scott Welch | Director | Acquired A | 366 | $61.55 | $22.53K | 61,694 | Direct |
| 08 Jul, 2026 | Darrianne P Christian | Director | Acquired A | 446 | $61.55 | $27.45K | 5,927 | Direct |
| 08 Jul, 2026 | Bradley J Toothaker | Director | Acquired A | 487 | $61.55 | $29.97K | 19,672 | Direct |
| 08 Jul, 2026 | Faraz Abbasi | Director | Acquired A | 447 | $61.55 | $27.51K | 2,188 | Direct |
| 08 Jul, 2026 | Blake Augsburger | Director | Acquired A | 609 | $61.55 | $37.48K | 20,111 | Direct |
| 08 Jul, 2026 | Daniel Brian Starr | Director | Acquired A | 365 | $61.55 | $22.47K | 771 | Direct |
| 29 May, 2026 | Bradley J Toothaker | Director | Disposed S | 5,900 | $60.62 | $357.65K | 14,278 | Direct |
| 05 May, 2026 | Steven D Ross | Director | Disposed S | 19 | $62.50 | $1.19K | 28,282 | Direct |