SEC Form 5 · accession 0001127602-15-005424
LAKELAND FINANCIAL CORP · LKFN
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Ronald Truex
Director
Period of report
Dec 31, 2014
Accepted (ET)
Feb 11, 2015 · 2:12 pm EST
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0000721994
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common Stock | Nov 26, 2014 | G | 20,000 | $0.00 | D | 20,000 | I | By LLC |
| Common Stock | holding | — | — | — | 4,750 | D | ||
| Common Stock | holding | — | — | — | 5,183 | I | By Spouse |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Phantom StockF1,F2,F3 | — | holding | — | — | — | — | — | Common Stock | 5,287 | 5,287 | D |
Explanation of responses
- F1Each Phontom stock unit exersises into 1 share of Common Stock.
- F2Phantom stock is exercisable after the directors' retirement as a Board member.
- F3Phantom shares expire after the directors' retirement as a Board member.