Brian J. Smith's Insider Trades & SAST Disclosures
Brian J. Smith's most recent trade in Lakeland Financial Corp. was a trade of 167 Phantom Stock done . Disclosure was reported to the exchange on May 5, 2025.
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 May 2025 | 167 | 19,823 | - | - | Phantom Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Feb 2025 | 145 | 19,656 | - | - | Phantom Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 14 Jan 2025 | 650 | 40,785 (0%) | 0% | 0 | Common Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 06 Jan 2025 | 254 | 19,511 | - | - | Phantom Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Nov 2024 | 139 | 19,257 | - | - | Phantom Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Aug 2024 | 146 | 19,118 | - | - | Phantom Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 09 Jul 2024 | 650 | 40,135 (0%) | 0% | 0 | Common Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Jul 2024 | 289 | 18,972 | - | - | Phantom Stock | |
| Evertec Inc | Brian J. Smith | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 34.97 per share. | 06 Jun 2024 | 88 | 55,337 (0%) | 0% | 35.0 | 3,077 | Common Stock |
| Evertec Inc | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 35.05 per share. | 23 May 2024 | 6,704 | 55,425 (0%) | 0% | 35.0 | 234,975 | Common Stock |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 06 May 2024 | 144 | 18,683 | - | - | Phantom Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Feb 2024 | 136 | 18,539 | - | - | Phantom Stock | |
| Lakeland Financial Corp. | J. Brian Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 09 Jan 2024 | 650 | 39,485 (0%) | 0% | 0 | Common Stock | |
| Lakeland Financial Corp. | J. Brian Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Jan 2024 | 274 | 18,403 | - | - | Phantom Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 07 Aug 2023 | 147 | 17,973 | - | - | Phantom Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 11 Jul 2023 | 650 | 38,835 (0%) | 0% | 0 | Common Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Jul 2023 | 357 | 17,826 | - | - | Phantom Stock | |
| Evertec Inc | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 34.97 per share. | 01 Jun 2023 | 6,219 | 48,721 (0%) | 0% | 35.0 | 217,478 | Common Stock |
| Evertec Inc | Brian J. Smith | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 34.48 per share. | 01 Jun 2023 | 344 | 42,502 (0%) | 0% | 34.5 | 11,861 | Common Stock |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 May 2023 | 166 | 17,469 | - | - | Phantom Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Purchase of securities on an exchange or from another person at price $ 51.25 per share. | 28 Apr 2023 | 5,000 | 33,185 (0%) | 0% | 51.3 | 256,250 | Common Stock |
| Lakeland Financial Corp. | Brian J. Smith | Director | Purchase of securities on an exchange or from another person at price $ 50.75 per share. | 28 Apr 2023 | 5,000 | 38,185 (0%) | 0% | 50.8 | 253,750 | Common Stock |
| Coca-Cola Co | Brian J. Smith | Senior Executive | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 16 Feb 2023 | 141,528 | 257,696 (0%) | 0% | 0 | Common Stock, $.25 Par Value | |
| Coca-Cola Co | Brian J. Smith | Senior Executive | Payment of exercise price or tax liability using portion of securities received from the company at price $ 59.59 per share. | 16 Feb 2023 | 85,653 | 220,429 (0%) | 0% | 59.6 | 5,104,062 | Common Stock, $.25 Par Value |
| Coca-Cola Co | Brian J. Smith | Senior Executive | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 16 Feb 2023 | 48,386 | 306,082 (0%) | 0% | 0 | Common Stock, $.25 Par Value | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 06 Feb 2023 | 109 | 17,303 | - | - | Phantom Stock | |
| Coca-Cola Co | Brian J. Smith | Senior Executive | Exercise or conversion of derivative security received from the company (such as an option) at price $ 37.61 per share. | 17 Jan 2023 | 126,972 | 243,140 (0%) | 0% | 37.6 | 4,775,417 | Common Stock, $.25 Par Value |
| Coca-Cola Co | Brian J. Smith | Senior Executive | Sale of securities on an exchange or to another person at price $ 62.07 per share. | 17 Jan 2023 | 126,972 | 116,168 (0%) | 0% | 62.1 | 7,881,317 | Common Stock, $.25 Par Value |
| Coca-Cola Co | Brian J. Smith | Senior Executive | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Jan 2023 | 126,972 | 0 | - | - | Employee Stock Option (Right to Buy) | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Jan 2023 | 650 | 28,185 (0%) | 0% | 0 | Common Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 06 Jan 2023 | 241 | 17,194 | - | - | Phantom Stock | |
| Coca-Cola Co | Brian J. Smith | Senior Executive | Exercise or conversion of derivative security received from the company (such as an option) at price $ 37.61 per share. | 16 Dec 2022 | 94,200 | 210,368 (0%) | 0% | 37.6 | 3,542,862 | Common Stock, $.25 Par Value |
| Coca-Cola Co | Brian J. Smith | Senior Executive | Sale of securities on an exchange or to another person at price $ 63.02 per share. | 16 Dec 2022 | 94,200 | 116,168 (0%) | 0% | 63.0 | 5,936,409 | Common Stock, $.25 Par Value |
| Coca-Cola Co | Brian J. Smith | Senior Executive | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 16 Dec 2022 | 94,200 | 126,972 | - | - | Employee Stock Option (Right to Buy) | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 07 Nov 2022 | 83 | 16,953 | - | - | Phantom Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Aug 2022 | 89 | 16,870 | - | - | Phantom Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 12 Jul 2022 | 650 | 27,535 (0%) | 0% | 0 | Common Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Jul 2022 | 261 | 16,781 | - | - | Phantom Stock | |
| Evertec Inc | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 37.90 per share. | 01 Jun 2022 | 5,738 | 42,902 (0%) | 0% | 37.9 | 217,470 | Common Stock |
| Evertec Inc | Brian J. Smith | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 37.95 per share. | 01 Jun 2022 | 56 | 42,846 (0%) | 0% | 37.9 | 2,125 | Common Stock |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 May 2022 | 89 | 16,520 | - | - | Phantom Stock | |
| Coca-Cola Co | Brian J. Smith | President & COO | Sale of securities on an exchange or to another person at price $ 67.04 per share. | 25 Apr 2022 | 35,800 | 116,168 (0%) | 0% | 67.0 | 2,400,096 | Common Stock, $.25 Par Value |
| Coca-Cola Co | Brian J. Smith | President & COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 25 Apr 2022 | 35,800 | 221,172 | - | - | Employee Stock Option (Right to Buy) | |
| Coca-Cola Co | Brian J. Smith | President & COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 37.61 per share. | 25 Apr 2022 | 35,800 | 151,968 (0%) | 0% | 37.6 | 1,346,438 | Common Stock, $.25 Par Value |
| Coca-Cola Co | Brian J. Smith | President & COO | Sale of securities on an exchange or to another person at price $ 61.66 per share. | 23 Feb 2022 | 48,292 | 116,168 (0%) | 0% | 61.7 | 2,977,825 | Common Stock, $.25 Par Value |
| Coca-Cola Co | Brian J. Smith | President & COO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Feb 2022 | 248,143 | 248,143 | - | - | Employee Stock Option (Right to Buy) | |
| Coca-Cola Co | Brian J. Smith | President & COO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 17 Feb 2022 | 83,465 | 199,633 (0%) | 0% | 0 | Common Stock, $.25 Par Value | |
| Coca-Cola Co | Brian J. Smith | President & COO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 60.90 per share. | 17 Feb 2022 | 35,173 | 164,460 (0%) | 0% | 60.9 | 2,142,036 | Common Stock, $.25 Par Value |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 07 Feb 2022 | 81 | 16,431 | - | - | Phantom Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 11 Jan 2022 | 650 | 26,885 (0%) | 0% | 0 | Common Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 07 Jan 2022 | 212 | 16,350 | - | - | Phantom Stock | |
| Coca-Cola Co | Brian J. Smith | President & COO | Sale of securities on an exchange or to another person at price $ 56.64 per share. | 05 Nov 2021 | 37,000 | 116,167 (0%) | 0% | 56.6 | 2,095,732 | Common Stock, $.25 Par Value |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Nov 2021 | 74 | 16,138 | - | - | Phantom Stock | |
| Coca-Cola Co | Brian J. Smith | President & COO | Sale of securities on an exchange or to another person at price $ 55.65 per share. | 27 Aug 2021 | 10,000 | 144,229 (0%) | 0% | 55.7 | 556,505 | Common Stock, $.25 Par Value |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Aug 2021 | 79 | 16,064 | - | - | Phantom Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 13 Jul 2021 | 650 | 26,235 (0%) | 0% | 0 | Common Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Jul 2021 | 284 | 15,985 | - | - | Phantom Stock | |
| Evertec Inc | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 43.57 per share. | 01 Jun 2021 | 4,762 | 37,164 (0%) | 0% | 43.6 | 207,480 | Common Stock |
| Lakeland Financial Corp. | Brian J. Smith | Director | Other type of transaction at price $ 66.24 per share. | 05 May 2021 | 130 | 25,585 (0%) | 0% | 66.2 | 8,611 | Common Stock |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 May 2021 | 81 | 15,701 | - | - | Phantom Stock | |
| Coca-Cola Co | Brian J. Smith | President & COO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 50.11 per share. | 20 Feb 2021 | 34,723 | 154,229 (0%) | 0% | 50.1 | 1,739,970 | Common Stock, $.25 Par Value |
| Coca-Cola Co | Brian J. Smith | President & COO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 18 Feb 2021 | 201,672 | 201,672 | - | - | Employee Stock Option (Right to Buy) | |
| Coca-Cola Co | Brian J. Smith | President & COO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 18 Feb 2021 | 27,866 | 198,528 (0%) | 0% | 0 | Common Stock, $.25 Par Value | |
| Coca-Cola Co | Brian J. Smith | President & COO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 50.13 per share. | 18 Feb 2021 | 9,576 | 188,952 (0%) | 0% | 50.1 | 480,045 | Common Stock, $.25 Par Value |
| Lakeland Financial Corp. | Brian J. Smith | Director | Sale of securities on an exchange or to another person at price $ 65.16 per share. | 10 Feb 2021 | 10,076 | 25,455 (0%) | 0% | 65.2 | 656,518 | Common Stock |
| Lakeland Financial Corp. | Brian J. Smith | Director | Other type of transaction at price $ 62.15 per share. | 05 Feb 2021 | 138 | 28,529 (0%) | 0% | 62.2 | 8,577 | Common Stock |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Feb 2021 | 85 | 15,620 | - | - | Phantom Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Other type of transaction at price $ 61.80 per share. | 05 Feb 2021 | 55 | 28,391 (0%) | 0% | 61.8 | 3,399 | Common Stock |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 12 Jan 2021 | 650 | 28,336 (0%) | 0% | 0 | Common Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Jan 2021 | 293 | 15,535 | - | - | Phantom Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Other type of transaction at price $ 50.53 per share. | 05 Nov 2020 | 145 | 27,686 (0%) | 0% | 50.5 | 7,327 | Common Stock |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Nov 2020 | 92 | 15,242 | - | - | Phantom Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Other type of transaction at price $ 49.32 per share. | 05 Nov 2020 | 60 | 27,541 (0%) | 0% | 49.3 | 2,959 | Common Stock |
| Lakeland Financial Corp. | Brian J. Smith | Director | Purchase of securities on an exchange or from another person at price $ 45.15 per share. | 05 Aug 2020 | 161 | 27,481 (0%) | 0% | 45.1 | 7,269 | Common Stock |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Aug 2020 | 100 | 15,150 | - | - | Phantom Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Purchase of securities on an exchange or from another person at price $ 44.83 per share. | 05 Aug 2020 | 66 | 27,320 (0%) | 0% | 44.8 | 2,959 | Common Stock |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 14 Jul 2020 | 650 | 27,254 (0%) | 0% | 0 | Common Stock | |
| Lakeland Financial Corp. | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 06 Jul 2020 | 388 | 15,050 | - | - | Phantom Stock | |
| Evertec Inc | Brian J. Smith | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 01 Jun 2020 | 4,258 | 32,555 (0%) | 0% | - | Common Stock | |
| Evertec Inc | Brian J. Smith | Director | Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. | 01 Jun 2020 | 153 | 32,402 (0%) | 0% | - | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges