Through the 90-day period concluding December 31, 2025, Lakeland Financial's top three insider stakeholders include Evp & Cfo Lisa M O'Neill (38.12K shares), President Kristin Pruitt (32.55K shares), Director Steven D Ross (27.65K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| M Scott Welch | 203,263 | 11 Jan, 2024 | |
| David M Findlay | Ceo | 124,176 | 05 Feb, 2025 |
| Brian J Smith | 68,103 | 09 Jul, 2025 | |
| Michael L Kubacki | 39,800 | 31 Jan, 2024 | |
| Lisa M O'Neill | Evp & Cfo | 38,120 | 31 Jul, 2025 |
| Melinda Jo Truex | 35,485 | 09 Jul, 2025 | |
| Eric H Ottinger | Executive Vice President | 35,343 | 26 Aug, 2025 |
| Robert E Jr Bartels | 32,801 | 09 Sep, 2025 | |
| Kristin Pruitt | President | 32,552 | 09 Dec, 2025 |
| Steven D Ross | 27,651 | 09 Jul, 2025 | |
| Bradley J Toothaker | 25,213 | 09 Jul, 2025 | |
| Daniel F Evans | 24,419 | 13 Jan, 2022 | |
| Emily E Pichon | 19,488 | 09 Jul, 2025 | |
| Ronald Truex | 18,413 | 13 Jan, 2022 | |
| Blake Augsburger | 18,213 | 09 Jul, 2025 | |
| Michael E Gavin | Evp & Cco | 17,196 | 31 Jan, 2023 |
| Thomas Hiatt | 16,378 | 17 Mar, 2021 | |
| Jonathan P Steiner | Senior Vice President | 14,183 | 09 Dec, 2024 |
| James Rickard Donovan | Svp And General Counsel | 13,767 | 05 Feb, 2025 |
| Stephanie R Leniski | Executive Vice President | 13,734 | 06 May, 2025 |
| Darrianne P Christian | 10,100 | 09 Jul, 2025 | |
| Kyra E Clark | Senior Vice President | 9,614 | 31 Jul, 2025 |
| Jennifer M Hurford | Svp & Treasurer | 9,230 | 05 Feb, 2025 |
| Donald Robinson-Gay | Senior Vice President | 5,737 | 26 Feb, 2025 |
| Faraz Abbasi | 5,200 | 09 Jul, 2025 | |
| Brok A Lahrman | Svp And Chief Accounting Officer | 3,292 | 05 Feb, 2025 |
| Carrie Gutman | Senior Vice President | 1,338 | 05 Feb, 2025 |
| Daniel Brian Starr | 650 | 09 Jul, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 08 Dec, 2025 | Kristin Pruitt | Common Stock | D | 2,600 | $0.00 | 22,560 | D | G |
| 08 Sep, 2025 | Robert E Jr Bartels | - | - | 29,726 | D | |||
| 08 Sep, 2025 | Robert E Jr Bartels | Common Stock | A | 296 | $67.77 | 29,726 | D | P |
| 05 Sep, 2025 | Robert E Jr Bartels | Common Stock | D | 296 | $0.00 | 29,430 | D | G |
| 25 Aug, 2025 | Eric H Ottinger | Common Stock | D | 4,635 | $67.07 | 32,282 | D | S |
| 25 Aug, 2025 | Eric H Ottinger | - | - | 32,282 | D | |||
| 30 Jul, 2025 | Kyra E Clark | - | - | 9,614 | D | |||
| 30 Jul, 2025 | Kyra E Clark | Common Stock | D | 300 | $67.00 | 9,614 | D | S |
| 29 Jul, 2025 | Lisa M O'Neill | Common Stock | D | 100 | $67.09 | 36,766 | D | S |
| 29 Jul, 2025 | Lisa M O'Neill | - | - | 36,766 | D | |||
| 29 Jul, 2025 | Lisa M O'Neill | Common Stock | D | 2,400 | $66.70 | 34,366 | D | S |
| 29 Jul, 2025 | Lisa M O'Neill | - | - | 34,366 | D | |||
| 08 Jul, 2025 | Emily E Pichon | Common Stock | A | 650 | $0.00 | 19,488 | D | A |
| 08 Jul, 2025 | Steven D Ross | - | - | 27,651 | D | |||
| 08 Jul, 2025 | Robert E Jr Bartels | Common Stock | A | 650 | $0.00 | 29,726 | D | A |
| 08 Jul, 2025 | Steven D Ross | Common Stock | A | 650 | $0.00 | 27,651 | D | A |
| 08 Jul, 2025 | Brian J Smith | Common Stock | A | 650 | $0.00 | 41,435 | D | A |
| 08 Jul, 2025 | Bradley J Toothaker | Common Stock | A | 650 | $0.00 | 25,213 | D | A |
| 08 Jul, 2025 | Darrianne P Christian | Common Stock | A | 650 | $0.00 | 10,100 | D | A |
| 08 Jul, 2025 | M Scott Welch | Common Stock | A | 650 | $0.00 | 202,006 | I | A |