Lakeland Financial Corporation operates as the bank holding company for Lake City Bank that provides various banking products and services. The company accepts various deposit products, such as noninterest bearing, interest-bearing checking, savings, money market, NOW, and demand deposits. Its loan products include commercial and industrial, commercial real estate and multi-family residential, agri-business and agricultural, consumer 1-4 family mortgage, and other consumer loans. The company also offers retail and merchant credit card services; corporate treasury management, wealth advisory, and trust services; retail brokerage services, including various financial and investment products, such as annuities and life insurance; and mobile business banking and on-line treasury management services. It serves commercial real estate, manufacturing, agriculture, construction, retail, wholesale, finance and insurance, accommodation and food services, and health care industries. As of December 31, 2021, the company operated 51 offices in fifteen counties, including 45 offices in northern Indiana and six offices in central Indiana. Lakeland Financial Corporation was founded in 1872 and is headquartered in Warsaw, Indiana.
Over the last 12 months, insiders at Lakeland Financial Corporation have bought $768,892 and sold $4.44M worth of Lakeland Financial Corporation stock.
On average, over the past 5 years, insiders at Lakeland Financial Corporation have bought $1.74M and sold $7.57M worth of stock each year.
Highest buying activity among insiders over the last 12 months: WELCH M SCOTT (director) — $1.02M. Steiner Jonathan P (Senior Vice President) — $165,780. BARTELS ROBERT E JR (director) — $94,416.
The last purchase of 360 shares for transaction amount of $23,057 was made by BARTELS ROBERT E JR (director) on 2024‑02‑01.
2024-05-03 | Sale | Clark Kyra E | Senior Vice President | 500 0.002% | $62.03 | $31,015 | +0.07% | |
2024-03-13 | Sale | FINDLAY DAVID M | CEO | 12,000 0.0476% | $65.26 | $783,120 | -5.03% | |
2024-03-12 | Sale | O'Neill Lisa M | EVP & CFO | 1,500 0.0059% | $65.70 | $98,550 | -6.62% | |
2024-03-12 | Sale | Leniski Stephanie R | Senior Vice President | 300 0.0012% | $66.14 | $19,842 | -6.62% | |
2024-03-11 | Sale | Ottinger Eric H | Executive Vice President | 5,247 0.0207% | $66.75 | $350,237 | -7.42% | |
2024-03-04 | Sale | ROSS STEVEN D | director | 1,300 0.0051% | $64.50 | $83,850 | -5.27% | |
2024-03-04 | Sale | Robinson-Gay Donald | Senior Vice President | 893 0.0036% | $65.93 | $58,871 | -5.27% | |
2024-02-22 | Sale | Steiner Jonathan P | Senior Vice President | 3,328 0.0132% | $63.73 | $212,093 | -2.59% | |
2024-02-07 | Sale | Leniski Stephanie R | Senior Vice President | 2,560 0.0089% | $63.17 | $161,710 | -3.00% | |
2024-02-05 | Sale | FINDLAY DAVID M | CEO | 10,507 0.0375% | $65.03 | $683,296 | -4.35% | |
2024-02-05 | Sale | Lahrman Brok A | SVP, Chief Accounting Officer | 700 0.0025% | $64.98 | $45,487 | -4.35% | |
2024-02-01 | BARTELS ROBERT E JR | director | 360 0.0013% | $64.05 | $23,057 | -5.72% | ||
2024-01-30 | Sale | KUBACKI MICHAEL L | director | 26,600 0.1045% | $71.51 | $1.9M | -13.15% | |
2023-12-12 | Sale | Donovan James Rickard | SVP, General Counsel | 150 0.0006% | $61.61 | $9,241 | +3.21% | |
2023-11-03 | BARTELS ROBERT E JR | director | 407 0.0016% | $53.37 | $21,720 | +16.63% | ||
2023-09-06 | WELCH M SCOTT | director | 6,080 0.0246% | $50.80 | $308,846 | +24.23% | ||
2023-09-05 | WELCH M SCOTT | director | 3,920 0.0154% | $50.98 | $199,849 | +19.92% | ||
2023-08-17 | Steiner Jonathan P | Senior Vice President | 3,000 0.0117% | $55.26 | $165,780 | +10.04% | ||
2023-08-03 | BARTELS ROBERT E JR | director | 900 0.0035% | $55.16 | $49,640 | +9.36% | ||
2023-05-09 | WELCH M SCOTT | director | 10,000 0.0392% | $45.90 | $459,009 | +22.60% |
FINDLAY DAVID M | CEO | 14175 0.7702% | $59.21 | 4 | 10 | +13.25% |
WELCH M SCOTT | director | 189406 0.7448% | $59.21 | 54 | 3 | +11.67% |
KUBACKI MICHAEL L | director | 39800 0.1565% | $59.21 | 4 | 22 | +24.44% |
Ottinger Eric H | Executive Vice President | 36475 0.1169% | $59.21 | 3 | 21 | +16.35% |
BARTELS ROBERT E JR | director | 27776 0.1092% | $59.21 | 7 | 0 | +15.24% |
ROSS STEVEN D | director | 27501 0.1081% | $59.21 | 4 | 6 | +4.36% |
O'Neill Lisa M | EVP & CFO | 34655 0.1% | $59.21 | 11 | 6 | +12.12% |
Steiner Jonathan P | Senior Vice President | 3039 0.0368% | $59.21 | 5 | 14 | +15.3% |
Donovan James Rickard | SVP, General Counsel | 6149 0.0248% | $59.21 | 1 | 4 | +43.93% |
Clark Kyra E | Senior Vice President | 7596 0.0173% | $59.21 | 0 | 2 | |
Leniski Stephanie R | Senior Vice President | 3970 0.0168% | $59.21 | 0 | 6 | |
Robinson-Gay Donald | Senior Vice President | 3174 0.0085% | $59.21 | 0 | 2 | |
Lahrman Brok A | SVP, Chief Accounting Officer | 1691 0.0066% | $59.21 | 0 | 5 | |
NIEMIER CHARLES E | director | 146959 0.5779% | $59.21 | 74 | 1 | +4.7% |
Truex Ronald | director | 40000 0.1573% | $59.21 | 1 | 0 | +2.8% |
Smith Brian J | director | 38185 0.1501% | $59.21 | 29 | 1 | +11.65% |
LUDWIG ALLAN J | director | 26384 0.1037% | $59.21 | 2 | 6 | <0.0001% |
STEININGER DONALD B | director | 24835 0.0977% | $59.21 | 10 | 5 | +8.71% |
Evans Daniel F | director | 20410 0.0803% | $59.21 | 5 | 0 | +14.43% |
PICHON EMILY E | director | 16238 0.0638% | $59.21 | 7 | 8 | +8.14% |
FULMER L CRAIG | director | 15897 0.0625% | $59.21 | 44 | 0 | +6.94% |
Augsburger Blake | director | 14313 0.0563% | $59.21 | 0 | 1 | |
TUCKER TERRY L | director | 12310 0.0484% | $59.21 | 3 | 4 | +6.8% |
Pruitt Kristin | Executive Vice President | 11149 0.0438% | $59.21 | 1 | 20 | +17.16% |
SOLTIS FRANK A | Senior Vice President | 8000 0.0315% | $59.21 | 0 | 2 | |
DE BATTY JILL A | Senior Vice President | 6462 0.0254% | $59.21 | 2 | 26 | +18.01% |
PLETCHER RICHARD L | director | 5319 0.0209% | $59.21 | 7 | 4 | +3.25% |
Hurford Jennifer M | SVP & Treasurer | 3713 0.0146% | $59.21 | 0 | 1 | |
BARTMAN TERESA A | SVP - Finance & Controller | 2480 0.0098% | $59.21 | 0 | 8 | |
Gavin Michael E | EVP & CCO | 1350 0.0053% | $59.21 | 1 | 23 | +4.9% |
Christian Darrianne P | director | 1000 0.0039% | $59.21 | 1 | 0 | +6.01% |
SMITH CHARLES D | Executive Vice President | 725 0.0029% | $59.21 | 1 | 19 | +17.16% |
Westerfield James D | Senior Vice President | 500 0.002% | $59.21 | 1 | 0 | +3.61% |
NOWAK JAMES J | Vice President | 160 0.0006% | $59.21 | 1 | 9 | +6.03% |
HIATT THOMAS | director | 0 0% | $59.21 | 14 | 3 | +8.97% |
DEARDORFF KEVIN L | Executive Vice President | 0 0% | $59.21 | 4 | 28 | +12.28% |
BlackRock | $248.79M | 14.71 | 3.75M | +1.26% | +$3.11M | 0.01 | |
The Vanguard Group | $122.57M | 7.25 | 1.85M | +0.02% | +$27,390.16 | <0.01 | |
Victory Capital Management Inc | $105.86M | 6.26 | 1.6M | -1.9% | -$2.05M | 0.11 | |
State Street | $80.08M | 4.74 | 1.21M | -0.97% | -$782,973.92 | <0.01 | |
Neuberger Berman | $74.57M | 4.41 | 1.12M | -4.24% | -$3.3M | 0.06 | |
KAYNE ANDERSON INVESTMENT MANAGEMENT LLC | $64.34M | 3.8 | 970,193 | +0.96% | +$615,118.37 | 0.15 | |
Charles Schwab | $56.96M | 3.37 | 858,915 | +226.05% | +$39.49M | 0.01 | |
Dimensional Fund Advisors | $53.42M | 3.16 | 805,431 | +3.07% | +$1.59M | 0.01 | |
Silvercrest Asset Management Group Inc | $49.87M | 2.95 | 751,888 | -14.21% | -$8.26M | 0.35 | |
Copeland Capital Management LLC | $49.1M | 2.9 | 740,353 | +1.56% | +$754,655.14 | 0.89 | |
Geode Capital Management | $38.27M | 2.26 | 577,030 | +3.03% | +$1.13M | <0.01 | |
Neumeier Poma Investment Counsel LLC | $36.61M | 2.16 | 551,980 | +0.83% | +$299,965.36 | 3.45 | |
Northern Trust | $31.37M | 1.86 | 472,977 | -5.86% | -$1.95M | 0.01 | |
Ameriprise Financial | $24.36M | 1.44 | 367,350 | -0.52% | -$126,803.84 | 0.01 | |
Boston Trust Walden Corp | $22.41M | 1.33 | 337,914 | -0.49% | -$110,887.04 | 0.16 | |
Fuller & Thaler Asset Management, Inc. | $19.31M | 1.14 | 291,122 | -16.22% | -$3.74M | 0.08 | |
Morgan Stanley | $16.68M | 0.99 | 251,450 | +12.97% | +$1.91M | <0.01 | |
BNY Mellon | $15.4M | 0.91 | 232,204 | -3.15% | -$501,246.06 | <0.01 | |
Envestnet Asset Management Inc | $14.66M | 0.87 | 220,990 | -0.1% | -$13,927.22 | 0.01 | |
Natixis Advisors L P | $14.48M | 0.86 | 218,327 | -0.35% | -$51,064.82 | 0.03 | |
Timucuan Asset Management | $12.46M | 0.74 | 187,811 | +0.35% | +$43,108.00 | 0.42 | |
Wells Fargo | $12.17M | 0.72 | 183,517 | +7.63% | +$862,756.28 | <0.01 | |
NFJ Investment Group | $11.98M | 0.71 | 180,640 | -11.79% | -$1.6M | 0.33 | |
Monarch Capital Management Inc | $10.65M | 0.63 | 160,620 | -1.76% | -$191,333.21 | 3.01 | |
Goldman Sachs | $10.4M | 0.62 | 156,781 | -56.09% | -$13.28M | <0.01 | |
Segall Bryant & Hamill | $8.93M | 0.53 | 134,714 | -2.15% | -$195,842.95 | 0.17 | |
HERITAGE ASSET MANAGEMENT INC | $8.41M | 0.51 | 130,233 | -10.46% | -$982,215.78 | 0.04 | |
American Century Investments | $8.38M | 0.5 | 126,431 | +10.48% | +$795,641.05 | 0.01 | |
Bank of America | $7.03M | 0.42 | 105,966 | -10.53% | -$827,078.71 | <0.01 | |
First Trust | $6.43M | 0.38 | 97,010 | -15.74% | -$1.2M | 0.01 | |
RhumbLine Advisers | $5.8M | 0.34 | 87,486 | -4.8% | -$292,735.60 | 0.01 | |
Kennedy Capital Management Inc | $5.74M | 0.34 | 86,483 | -7.79% | -$484,401.32 | 0.12 | |
Nuveen | $5.2M | 0.31 | 78,434 | -21.76% | -$1.45M | <0.01 | |
Stifel | $4.77M | 0.28 | 71,918 | +7.34% | +$326,095.46 | 0.01 | |
Legal & General | $4.72M | 0.28 | 71,135 | -0.77% | -$36,476.00 | <0.01 | |
Invesco | $4.62M | 0.27 | 69,665 | +2.75% | +$123,819.45 | <0.01 | |
Fidelity Investments | $3.97M | 0.24 | 59,833 | -12.66% | -$575,068.90 | <0.0001 | |
LINSCO PRIVATE LEDGER CORP | $3.79M | 0.22 | 57,187 | +5.84% | +$209,438.73 | <0.01 | |
Aptus Capital Advisors | $3.47M | 0.21 | 52,249 | +11.85% | +$367,147.55 | 0.1 | |
Public Sector Pension Investment Board | $3.46M | 0.2 | 52,130 | -1.23% | -$43,108.00 | 0.03 | |
Swiss National Bank | $3.33M | 0.2 | 50,150 | 0% | +$0 | <0.01 | |
1st Source | $3.29M | 0.19 | 49,604 | -1.29% | -$43,108.00 | 0.19 | |
Royal Bank of Canada | $3.21M | 0.19 | 48,376 | -1.99% | -$65,120.22 | <0.01 | |
JPMorgan Chase | $3.13M | 0.19 | 47,172 | +3.19% | +$96,827.07 | <0.0001 | |
John W Rosenthal Capital Management Inc | $2.98M | 0.18 | 44,930 | -25.04% | -$995,396.68 | 4.45 | |
Raymond James Associates | $2.8M | 0.17 | 42,244 | +5.19% | +$138,210.73 | <0.01 | |
Credit Suisse | $2.74M | 0.16 | 41,329 | +5.89% | +$152,535.98 | <0.01 | |
Barclays | $2.53M | 0.15 | 38,170 | -30.25% | -$1.1M | <0.01 | |
Prudential Financial | $2.38M | 0.14 | 35,865 | +2.38% | +$55,377.25 | <0.01 | |
Citigroup | $2.3M | 0.14 | 34,609 | +7.85% | +$167,126.41 | <0.01 |