| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Senior Vice President
1 company
Jonathan P Steiner last filed a Form 4 in December 2024, as Senior Vice President at LKFN. Jonathan P Steiner's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Our model assigns Jonathan P Steiner a middling insider score of 61/100, based on 6 past trades. Over a 12-month horizon, 66.7% of those trades were profitable, with an average 12-month return of +4.3%.
At the last filing, the largest reported position was 4,814 shares of LKFN. The LKFN filings lean toward selling, a net 20,492 shares.
Jonathan P Steiner has 20 Form 4 filings on record from February 2019 to December 2024, all as Senior Vice President at Lakeland Financial (LKFN), 2019–2024.
The 36 reported transactions were 13 open-market sales, 7 stock awards, 7 tax withholdings and 3 option exercises, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 1 purchase worth about $166K and 9 sales worth about $1.5M.
The only open-market purchase was 3,000 shares of LKFN at an average $55.26 on August 17, 2023, about $166K. Twelve months later LKFN was up 14%.
The largest open-market sale was 3,344 shares of LKFN at an average $70.17 on February 16, 2023, about $235K. Twelve months later LKFN was down 6%.
Shares as reported in the last Form 4 for each company; the most recent is from December 2024. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 22, 2024 | LKFN Lakeland Financial Corp | Senior Vice President | Sell | 3,328 | $63.73 | $212,093.44 | -52.3% | -3.4% | +3.7% | |
| Aug 17, 2023 | LKFN Lakeland Financial Corp | Senior Vice President | Buy | 3,000 | $55.26 | $165,780.00 | +47.1% | +1.9% | +14.4% | |
| Feb 16, 2023 | LKFN Lakeland Financial Corp | Senior Vice President | Sell | 3,344 | $70.17 | $234,648.48 | -62.3% | -32.6% | -6.3% | |
| Feb 15, 2022 | LKFN Lakeland Financial Corp | Senior Vice President | Sell | 1,866 | $82.15 | $153,295.45 | -64.8% | -13.7% | -12.8% | |
| Jan 28, 2022 | LKFN Lakeland Financial Corp | Senior Vice President | Sell | 1,500 | $78.30 | $117,455.40 | -100% | -7.6% | -12.9% | |
| Aug 16, 2021 | LKFN Lakeland Financial Corp | Senior Vice President | Sell | 3,000 | $70.39 | $211,155.90 | -60.0% | +5.2% | +16.8% | |
| Feb 12, 2021 | LKFN Lakeland Financial Corp | Senior Vice President | Sell | 2,195 | $63.86 | $140,168.53 | -30.5% | - | - | |
| Aug 10, 2020 | LKFN Lakeland Financial Corp | Senior Vice President | Sell | 2,500 | $50.23 | $125,576.75 | -33.3% | - | - | |
| Feb 4, 2020 | LKFN Lakeland Financial Corp | Senior Vice President | Sell | 3,768 | $47.83 | $180,211.38 | -33.4% | - | - | |
| Feb 6, 2019 | LKFN Lakeland Financial Corp | Senior Vice President | Sell | 1,991 | $45.19 | $89,974.12 | -21.0% | - | - |