Lakeland Financial LKFN Insider Ownership

NASDAQ LKFN

$61.15 -0.22 (-0.36%)

At close: Nov 6, 2026 · 4:00 PM EST

Insider Holdings by Owner

910.02K Shares

M Scott Welch266.01K29.2%

David M Findlay129.10K14.2%

Melinda Jo Truex69.89K7.7%

Brian J Smith42.09K4.6%

Michael L Kubacki39.80K4.4%

Other insiders (22)363.14K39.9%

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

3.56%

▲+0.0014% pp QoQ

Shares Held by Insiders

890.01K

filed for Sep 2026

▼-0.08% QoQ

Shares Outstanding

25.03Mn

25,027,394 shares

Direct Holdings

480.79K

Indirect: 409.22K

Net Open-Market Trades

-750

net sold · -$47.31K in Sep 2026

Insiders Holding Shares

with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Open-Market Insider Trades

Bought Sold

Latest quarter —

Net over range —

Net-buying quarters —

Insider Ownership Summary

Updated Nov 4, 2026

Over the trailing 12 months, LKFN insiders bought $1.42 million worth of shares (25K shares) and sold $2.81 million worth (46.11K shares) in open-market trades.

A count shows one insider buying LKFN stock on the open market over the past 12 months and 10 insiders selling.
Among Lakeland Financial's insiders, M. Scott Welch (Director) was the largest open-market buyer over the past 12 months, purchasing $1.42 million of stock (25K shares), most recently on March 12, 2026.
On the selling side, Melinda Jo Truex (Director) sold the most Lakeland Financial stock on the open market over the past 12 months, $1.37 million (22.5K shares), most recently on October 29, 2026.
Apart from open-market trades, LKFN insiders received 32.12K shares in stock awards, acquired 2.14K shares through option exercises and conversions, gave up 12.27K shares to cover taxes or exercise prices and gave away 2.6K shares as gifts in the past 12 months.
Per Business Quant, LKFN insiders together hold 890.01K shares based on their latest Form 4 filings, down 0.08% from 890.76K shares at the end of Q2 2026 and up 4.30% from 853.35K shares at the end of Q3 2025.
Lakeland Financial insiders hold 480.79K shares directly (54.02% of their total) and 409.22K shares (45.98%) indirectly, through entities such as trusts and partnerships.
The insider holdings in Lakeland Financial belong to 23 insiders who have reported on Form 4 within the past two years.
Lakeland Financial's top three insider holders by shares held are M. Scott Welch (Director, 291.56K shares), David M. Findlay (CEO, 129.1K shares) and Melinda Jo Truex (Director, 69.89K shares).
The largest insider, M. Scott Welch, holds 32.76% of LKFN's insider total.
Institutional holders reported 83.87% of Lakeland Financial's outstanding shares for Q2 2026; insiders' latest Form 4 filings put their stake at about 3.56%, and other investors, including the public, hold the remaining 12.57%.
A total of 75 Form 4 filings with transactions in Lakeland Financial stock were made over the past 12 months, by 22 insiders.
This summary of Lakeland Financial insider activity covers Form 4 filings through November 2, 2026.

Form 4 Holdings

Insiders Holding LKFN

Insiders 27

Shares held 910.02K

Of outstanding 3.64%

#	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.

Form 4 Filings

3,101 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

Date	Insider	Position	Transaction	Shares	Price	Value	Shares Held After	Ownership
29 Oct, 2026	Melinda Jo Truex	Director	Disposed S	22,500	$60.87	$1.37Mn	0	Indirect
05 Aug, 2026	Bradley J Toothaker	Director	Disposed M	162	$63.25	$10.25K	19,510	Direct
05 Aug, 2026	Faraz Abbasi	Director	Acquired A	24	$63.25	$1.52K	2,212	Direct
05 Aug, 2026	Daniel Brian Starr	Director	Acquired A	7	$63.25	$443	778	Direct
05 Aug, 2026	Blake Augsburger	Director	Acquired A	165	$63.25	$10.44K	20,276	Direct
05 Aug, 2026	Brian J Smith	Director	Acquired A	177	$63.25	$11.20K	21,629	Direct
05 Aug, 2026	Donald Robinson-Gay	Senior Vice President	Disposed S	500	$63.00	$31.50K	7,610	Direct
05 Aug, 2026	Melinda Jo Truex	Director	Acquired A	87	$63.25	$5.50K	10,380	Indirect
05 Aug, 2026	Darrianne P Christian	Director	Acquired A	49	$63.25	$3.10K	5,976	Direct
05 Aug, 2026	M Scott Welch	Director	Acquired A	507	$63.25	$32.07K	62,201	Direct
05 Aug, 2026	Emily E Pichon	Director	Acquired A	8	$63.25	$506	957	Direct
30 Jul, 2026	Kyra E Clark	Senior Vice President	Disposed S	250	$63.22	$15.81K	11,396	Direct
08 Jul, 2026	Bradley J Toothaker	Director	Acquired A	487	$61.55	$29.97K	19,672	Direct
08 Jul, 2026	Darrianne P Christian	Director	Acquired A	446	$61.55	$27.45K	5,927	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	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

Showing 1 to 20 of 3,101 transactions