Through the 90-day period concluding January 21, 2026, Lakeland Financial's top three insider stakeholders include Director M Scott Welch (203.91K shares), Ceo David M Findlay (124.18K shares), Director Melinda Jo Truex (69.89K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| M Scott Welch | 203,913 | 14 Jan, 2026 | |
| David M Findlay | Ceo | 124,176 | 05 Feb, 2025 |
| Melinda Jo Truex | 69,889 | 14 Jan, 2026 | |
| Brian J Smith | 68,753 | 14 Jan, 2026 | |
| Michael L Kubacki | 39,800 | 31 Jan, 2024 | |
| Lisa M O'Neill | Evp & Cfo | 38,120 | 31 Jul, 2025 |
| Eric H Ottinger | Executive Vice President | 35,343 | 26 Aug, 2025 |
| Robert E Jr Bartels | 33,451 | 14 Jan, 2026 | |
| Kristin Pruitt | President | 32,552 | 09 Dec, 2025 |
| Steven D Ross | 28,301 | 14 Jan, 2026 | |
| Bradley J Toothaker | 25,863 | 14 Jan, 2026 | |
| Daniel F Evans | 24,419 | 13 Jan, 2022 | |
| Emily E Pichon | 20,138 | 14 Jan, 2026 | |
| Blake Augsburger | 18,863 | 14 Jan, 2026 | |
| Ronald Truex | 18,413 | 13 Jan, 2022 | |
| Michael E Gavin | Evp & Cco | 17,196 | 31 Jan, 2023 |
| 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 | 10,750 | 14 Jan, 2026 | |
| Kyra E Clark | Senior Vice President | 9,614 | 31 Jul, 2025 |
| Jennifer M Hurford | Svp & Treasurer | 9,230 | 05 Feb, 2025 |
| Faraz Abbasi | 5,850 | 14 Jan, 2026 | |
| Donald Robinson-Gay | Senior Vice President | 5,737 | 26 Feb, 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 | 1,300 | 14 Jan, 2026 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 14 Jan, 2026 | Melinda Jo Truex | Common Stock | A | 2,138 | $0.00 | 33,754 | I | M |
| 13 Jan, 2026 | Emily E Pichon | Common Stock | A | 650 | $0.00 | 20,138 | D | A |
| 13 Jan, 2026 | Steven D Ross | Common Stock | A | 650 | $0.00 | 28,301 | D | A |
| 13 Jan, 2026 | M Scott Welch | Common Stock | A | 650 | $0.00 | 1,907 | D | A |
| 13 Jan, 2026 | Robert E Jr Bartels | Common Stock | A | 650 | $0.00 | 30,376 | D | A |
| 13 Jan, 2026 | Blake Augsburger | Common Stock | A | 650 | $0.00 | 18,863 | D | A |
| 13 Jan, 2026 | Brian J Smith | Common Stock | A | 650 | $0.00 | 42,085 | D | A |
| 13 Jan, 2026 | Bradley J Toothaker | Common Stock | A | 650 | $0.00 | 25,863 | D | A |
| 13 Jan, 2026 | Darrianne P Christian | Common Stock | A | 650 | $0.00 | 10,750 | D | A |
| 13 Jan, 2026 | Faraz Abbasi | Common Stock | A | 650 | $0.00 | 5,850 | D | A |
| 13 Jan, 2026 | Daniel Brian Starr | Common Stock | A | 650 | $0.00 | 1,300 | D | A |
| 13 Jan, 2026 | Melinda Jo Truex | Common Stock | A | 650 | $0.00 | 36,135 | D | A |
| 08 Dec, 2025 | Kristin Pruitt | - | - | 22,560 | D | |||
| 08 Dec, 2025 | Kristin Pruitt | Common Stock | D | 2,600 | $0.00 | 22,560 | D | G |
| 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 |