Lakeland Financial's three largest insider shareholders as of May 23, 2026 are M Scott Welch (Director, 266.01K shares), David M Findlay (Ceo, 129.10K shares), Melinda Jo Truex (Director, 69.89K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David M Findlay | Ceo | 113,918 | 15,181 | 04 Feb, 2026 |
| Michael L Kubacki | Executive Chairman | 39,800 | 0 | 31 Jan, 2024 |
| Emily E Pichon | - | 20,138 | 0 | 13 Jan, 2026 |
| Steven D Ross | - | 28,301 | 0 | 13 Jan, 2026 |
| M Scott Welch | - | 0 | 266,006 | 12 Mar, 2026 |
| Robert E Jr Bartels | - | 30,376 | 0 | 13 Jan, 2026 |
| Blake Augsburger | - | 18,863 | 0 | 12 Jan, 2026 |
| Kristin Pruitt | President | 26,991 | 10,403 | 04 Feb, 2026 |
| Eric H Ottinger | Executive Vice President | 35,393 | 3,162 | 04 Feb, 2026 |
| Daniel F Evans | - | 24,419 | 0 | 13 Jan, 2022 |
| Ronald Truex | - | 18,413 | 0 | 13 Jan, 2022 |
| Brian J Smith | - | 42,085 | 0 | 12 Jan, 2026 |
| Michael E Gavin | Evp Cco | 0 | 10,156 | 16 Sep, 2021 |
| Jonathan P Steiner | Senior Vice President | 0 | 9,369 | 18 Aug, 2023 |
| Bradley J Toothaker | - | 20,178 | 0 | 24 Feb, 2026 |
| Lisa M O'Neill | Evp Cfo | 34,528 | 4,289 | 04 Feb, 2026 |
| Jennifer M Hurford | Svp Treasurer | 9,570 | 624 | 04 Feb, 2026 |
| Darrianne P Christian | - | 10,750 | 0 | 12 Jan, 2026 |
| Brok A Lahrman | Svp, Chief Accounting Officer | 3,504 | 758 | 04 Feb, 2026 |
| Stephanie R Leniski | Executive Vice President | 8,355 | 9,277 | 04 Feb, 2026 |
| James Rickard Donovan | Svp, General Counsel | 14,768 | 1,168 | 04 Feb, 2026 |
| Kyra E Clark | Senior Vice President | 11,646 | 0 | 04 Feb, 2026 |
| Faraz Abbasi | - | 5,850 | 0 | 12 Jan, 2026 |
| Donald Robinson-Gay | Senior Vice President | 8,110 | 788 | 04 Feb, 2026 |
| Carrie Gutman | Senior Vice President | 3,400 | 0 | 04 Feb, 2026 |
| Daniel Brian Starr | - | 1,300 | 0 | 12 Jan, 2026 |
| Melinda Jo Truex | - | 36,135 | 33,754 | 13 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 |
|---|---|---|---|---|---|---|---|---|
| 12 Mar, 2026 | M Scott Welch | Common Stock | A | 10,000 | $56.23 | 212,006 | I | P |
| 12 Mar, 2026 | M Scott Welch | Common Stock | A | 10,000 | $56.23 | 212,006 | I | P |
| 09 Mar, 2026 | M Scott Welch | Common Stock | A | 5,000 | $55.45 | 54,000 | I | P |
| 09 Mar, 2026 | M Scott Welch | Common Stock | A | 5,000 | $55.45 | 54,000 | I | P |
| 27 Feb, 2026 | M Scott Welch | Common Stock | A | 10,000 | $57.95 | 49,000 | I | P |
| 27 Feb, 2026 | M Scott Welch | Common Stock | A | 10,000 | $57.95 | 49,000 | I | P |
| 23 Feb, 2026 | Bradley J Toothaker | Common Stock | D | 5,685 | $58.36 | 20,178 | D | S |
| 23 Feb, 2026 | Bradley J Toothaker | Common Stock | D | 5,685 | $58.36 | 20,178 | D | S |
| 05 Feb, 2026 | Blake Augsburger | Phantom Stock | A | 160 | $62.10 | 19,339 | D | A |
| 05 Feb, 2026 | M Scott Welch | Phantom Stock | A | 505 | $62.10 | 60,818 | D | A |
| 05 Feb, 2026 | Emily E Pichon | Phantom Stock | A | 8 | $62.10 | 942 | D | A |
| 05 Feb, 2026 | Melinda Jo Truex | Phantom Stock | A | 87 | $62.10 | 10,205 | I | A |
| 05 Feb, 2026 | M Scott Welch | Phantom Stock | A | 505 | $62.10 | 60,818 | D | A |
| 05 Feb, 2026 | Faraz Abbasi | Phantom Stock | A | 21 | $62.10 | 1,720 | D | A |
| 05 Feb, 2026 | Brian J Smith | Phantom Stock | A | 173 | $62.10 | 20,911 | D | A |
| 05 Feb, 2026 | Emily E Pichon | Phantom Stock | A | 8 | $62.10 | 942 | D | A |
| 05 Feb, 2026 | Darrianne P Christian | Phantom Stock | A | 45 | $62.10 | 5,435 | D | A |
| 05 Feb, 2026 | Bradley J Toothaker | Phantom Stock | A | 158 | $62.10 | 19,025 | D | A |
| 05 Feb, 2026 | Daniel Brian Starr | Phantom Stock | A | 3 | $62.10 | 402 | D | A |
| 05 Feb, 2026 | Brian J Smith | Phantom Stock | A | 173 | $62.10 | 20,911 | D | A |