NASDAQ · LKFN

Lakeland Financial Corp

Closing price · Nov 13, 2026 $62.31

Last insider buy price $61.09 Paid by Director Robert Bartels on Nov 6, 2026 (Form 4). Not today's price.

Latest quarter · ended Sep 30, 2026

Cash improved

descriptionFiled Oct 28, 2026

Cash from operationsBetter

$41.7M

Dec '24Sep '26

+16% from $36.1M a year ago

Share countBuying back

−3.2%

Dec '24Sep '26

24.7M shares vs. 25.53M a year ago

Numbers come from the company's own 10-Q and 10-K reports filed with the SEC. Each bar is one quarter, oldest on the left. The colored bar is the latest. Hover over or tap a bar to see its number.

Smart money pulse

What insiders and funds are doing

Mixed Insiders: as of Nov 13 Funds: as of Jun 30, 2026

group
1 insider bought in the last 30 days. $117K in open-market buys, Nov 6.
account_balance
2 funds bought, 5 sold in the quarter ended Jun 30, 2026, counting funds that hold 500 stocks or fewer and $1M+ of this one. Index funds and banks are left out.
info
12 real insider sales in 12 months. $2.81M in total, not counting planned sales.

−100 means everyone selling, +100 everyone buying. This is data, not advice.

How the Pulse works

Pulse runs from −100 (everyone selling) to +100 (everyone buying). Half comes from insiders: real buyers vs. real sellers in the last 90 days (Form 4). Half comes from funds: funds that bought vs. funds that sold last quarter (13F). 13F is a snapshot of long positions on the last day of the quarter, filed up to 45 days later. It does not show short positions or trades since then.

Who owns it

255 funds report owning LKFN, up from 234

Holdings as of Jun 30, 2026

New47

Added80

Held74

Trimmed54

Sold out26

Last quarter

Who bought and who sold

Apr–Jun 2026

Copeland Capital Management, LLC

−100%

Neumeier Poma Investment Counsel LLC

+4%

NFJ Investment Group, LLC

−49%

Boston Trust Walden Corp

−3%

1st Source Bank

−18%

Bridge City Capital, LLC

+37%

Rosenthal | Henry Capital Advisors, Inc.

−20%

Change in shares held from Mar 31 to Jun 30, 2026, biggest holdings first. Only funds that hold 500 stocks or fewer and $1M+ of this one: index funds and banks own almost everything, so their changes say little. Bars stop at ±100%.

Insider trades · last 12 months

Real buys and sales

● Open-market buy● Open-market sale

Last 6 months. A wider screen shows 12.

Showing 16 real trades. Hidden: 33 stock grants, 10 tax withholdings, 1 option exercise, 2 gifts. Those happen on a schedule and say little about what an insider thinks. Bigger dot means a bigger trade.

Real trades, newest first

Nov 6 Robert Bartels Past buys: 0 of 4 beat Director Open-market buy $117K 1,918 sh at $61.09

Oct 29 Melinda Truex Director Open-market sale $1.37M 22,500 sh at $60.87 Sold 100% of stake

Aug 5 Donald Robinson-Gay Senior Vice President Open-market sale $31.5K 500 sh at $63.00 Sold 6% of stake

Jul 30 Kyra Clark Senior Vice President Open-market sale $15.8K 250 sh at $63.22 Sold 2% of stake

May 29 Bradley Toothaker Director Open-market sale $358K 5,900 sh at $60.62 Sold 29% of stake

May 6 Steven Ross Director Open-market sale $80.1K 1,281 sh at $62.50 Sold 5% of stake

May 5 Steven Ross Director Open-market sale $1.19K 19 sh at $62.50 Sold 1% of stake

May 1 Eric Ottinger Executive Vice President Open-market sale $131K 2,136 sh at $61.49 Sold 6% of stake

Mar 12 M Welch Past buys: 3 of 5 beat Director Open-market buy $562K 10,000 sh at $56.23

Mar 9 M Welch Past buys: 3 of 5 beat Director Open-market buy $277K 5,000 sh at $55.45

Show 6 older real trades

Feb 27 M Welch Past buys: 3 of 5 beat Director Open-market buy $580K 10,000 sh at $57.95

Feb 23 Bradley Toothaker Director Open-market sale $332K 5,685 sh at $58.36 Sold 22% of stake

Feb 4 David Findlay CEO Open-market sale $189K 3,000 sh at $63.02 Sold 3% of stake

Feb 4 Stephanie Leniski Executive Vice President Open-market sale $104K 1,665 sh at $62.76 Sold 17% of stake

Feb 2 Lisa O'Neill EVP & CFO Open-market sale $176K 2,900 sh at $60.74 Sold 8% of stake

Feb 2 Brok Lahrman SVP, Chief Accounting Officer Open-market sale $16.7K 275 sh at $60.76 Sold 7% of stake

"Past buys: 2 of 3 beat" means this insider bought stock in 3 earlier quarters, and in 2 of them what they bought did better than the typical stock over the next 6 months. A past record is data, not a forecast.

Showing every filing. Dashed circles are routine: grants, tax withholding, option exercises and planned sales.

Top holders

Biggest funds in LKFN

As of Jun 30, 2026

Fund	Owns	Value	Change
BlackRock, Inc.	14.7%	$225M	+3%
Neuberger Berman Group LLC	8.8%	$134M	Same
State Street Corp	5.8%	$88.1M	+4%
Vanguard Capital Management LLC	4.3%	$65.8M	−3%
Sixth Street Partners Management Company, L.P.	3.8%	$58.1M	New

"Owns" is shares reported divided by shares outstanding.