Steven D. Ross

LKFN

DIRECTOR · LAKELAND FINANCIAL CORP · CIK 0001189415

FILING MIX · LIFETIME67%/33%

BUYS

SELLS

TOTAL VALUE

$492.7K

COMPANIES

ACTIVE SINCE

Jan 2020

HOLDINGS NOW

27,001

AVG SELL PX

$68.43

Trades · vs SPY

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Performance · forward returns vs SPY

6 backtested trades · 8 horizons · 8 pendingHow are these numbers computed? →

Forward-return performance of every backtestable P/S trade by Steven D. Ross, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	6	+66.67%	-1.69%	+0.23%	-1.91%	-2.14%	—
14d	6	+83.33%	-4.39%	-1.31%	-1.76%	-2.18%	—
30d	6	+100.00%	-7.07%	-3.10%	-4.72%	-5.99%	—
60d	6	+66.67%	-9.01%	-2.35%	-6.66%	-4.18%	—
90d	6(2 pending)	+100.00%	-17.32%	-4.88%	-12.44%	-7.61%	—
180d	6(2 pending)	+75.00%	-8.25%	+3.02%	-11.27%	-6.79%	—
1y	6(2 pending)	+75.00%	+2.40%	+12.25%	-9.85%	-10.71%	—
2y	6(2 pending)	+75.00%	+10.15%	+35.64%	-25.50%	-39.87%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

LKFN · 27,001 shares · as of May 6, 2026

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

2022

2023

2024

2025

2026

FLOW · 12 buys / 6 sellsCOVERAGE · 26 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
LKFN LAKELAND FINANCIAL CORP	SALE	1,281	$62.50	$80.1K	27,001	May 6, 2026	May 6, 2026 ↗	View →
LKFN LAKELAND FINANCIAL CORP	SALE	19	$62.50	$1.2K	28,282	May 5, 2026	May 6, 2026 ↗	View →
LKFN LAKELAND FINANCIAL CORP	PURCHASEGRANT Stock grant	650	—	—	28,301	Jan 13, 2026	Jan 13, 2026 ↗	View →
LKFN LAKELAND FINANCIAL CORP	PURCHASEGRANT Stock grant	650	—	—	27,651	Jul 8, 2025	Jul 9, 2025 ↗	View →
LKFN LAKELAND FINANCIAL CORP	PURCHASEGRANT Stock grant	650	—	—	28,801	Jan 14, 2025	Jan 15, 2025 ↗	View →
LKFN LAKELAND FINANCIAL CORP	PURCHASEGRANT Stock grant	650	—	—	28,151	Jul 9, 2024	Jul 10, 2024 ↗	View →
LKFN LAKELAND FINANCIAL CORP	SALE	1,300	$64.50	$83.8K	27,501	Mar 4, 2024	Mar 7, 2024 ↗	View →
LKFN LAKELAND FINANCIAL CORP	PURCHASEGRANT Stock grant	650	—	—	28,801	Jan 9, 2024	Jan 11, 2024 ↗	View →
LKFN LAKELAND FINANCIAL CORP	SALE	1,300	$70.00	$91.0K	27,501	Feb 16, 2023	Mar 28, 2023 ↗	View →
LKFN LAKELAND FINANCIAL CORP	PURCHASEGRANT Stock grant	650	—	—	28,801	Jan 10, 2023	Jan 12, 2023 ↗	View →
LKFN LAKELAND FINANCIAL CORP	PURCHASEGRANT Stock grant	650	—	—	28,151	Jul 12, 2022	Jul 14, 2022 ↗	View →
LKFN LAKELAND FINANCIAL CORP	SALE	2,300	$82.00	$188.6K	27,501	Feb 8, 2022	Feb 9, 2022 ↗	View →
LKFN LAKELAND FINANCIAL CORP	PURCHASEGRANT Stock grant	650	—	—	32,201	Jan 11, 2022	Jan 13, 2022 ↗	View →
LKFN LAKELAND FINANCIAL CORP	PURCHASEGRANT Stock grant	650	—	—	31,551	Jul 13, 2021	Jul 15, 2021 ↗	View →
LKFN LAKELAND FINANCIAL CORP	PURCHASEGRANT Stock grant	650	—	—	30,901	Jan 12, 2021	Jan 13, 2021 ↗	View →
LKFN LAKELAND FINANCIAL CORP	PURCHASEGRANT Stock grant	650	—	—	30,251	Jul 14, 2020	Jul 15, 2020 ↗	View →
LKFN LAKELAND FINANCIAL CORP	SALE	1,000	$48.00	$48.0K	29,601	Feb 5, 2020	Feb 6, 2020 ↗	View →
LKFN LAKELAND FINANCIAL CORP	PURCHASEGRANT Stock grant	650	—	—	30,601	Jan 14, 2020	Jan 15, 2020 ↗	View →

Other insiders · LKFN

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About this filer

CIK 0001189415

ROLE

Director

PRIMARY

LKFN

COMPANIES

ACTIVE SINCE

Jan 2020

MARKETPEEL · /INSIDER/0001189415DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Steven D. Ross

The morning brief, before the bell.