LAKELAND FINANCIAL CORP (LKFN)

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2026 Annual Meeting Analysis

LAKELAND FINANCIAL CORP · Meeting: April 14, 2026

Policy v1.2low confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

0

Directors AGAINST

13

Say on Pay

FOR

Auditor

FOR

Director Elections

ELECTION OF DIRECTORS

/13 AGAINST

Against Analysis

✗ AGAINST
A. Faraz Abbasi3-year TSR underperformance vs QABA: -50.8pp exceeds 50pp threshold for low-positive absolute TSR; tenure overlap requires verification but no 24-month new-director exemption confirmed

LKFN's 3-year stock return of 15.5% trailed the community bank benchmark QABA (First Trust NASDAQ ABA Community Bank Index) by 50.8 percentage points, which meets or exceeds the 50-point trigger for companies with low-positive returns; without confirmed evidence this director joined within the past 24 months, a vote against is warranted under the underperformance policy.

✗ AGAINST
Blake W. Augsburger3-year TSR underperformance vs QABA: -50.8pp exceeds 50pp threshold for low-positive absolute TSR

LKFN's 3-year stock return of 15.5% trailed the community bank benchmark QABA (First Trust NASDAQ ABA Community Bank Index) by 50.8 percentage points, meeting the 50-point trigger for companies with low-positive returns; without confirmed evidence this director joined within the past 24 months, a vote against is warranted under the underperformance policy.

✗ AGAINST
Robert E. Bartels, Jr.3-year TSR underperformance vs QABA: -50.8pp exceeds 50pp threshold for low-positive absolute TSR

LKFN's 3-year stock return of 15.5% trailed the community bank benchmark QABA (First Trust NASDAQ ABA Community Bank Index) by 50.8 percentage points, meeting the 50-point trigger for companies with low-positive returns; without confirmed evidence this director joined within the past 24 months, a vote against is warranted under the underperformance policy.

✗ AGAINST
Darrianne P. Christian3-year TSR underperformance vs QABA: -50.8pp exceeds 50pp threshold for low-positive absolute TSR

LKFN's 3-year stock return of 15.5% trailed the community bank benchmark QABA (First Trust NASDAQ ABA Community Bank Index) by 50.8 percentage points, meeting the 50-point trigger for companies with low-positive returns; without confirmed evidence this director joined within the past 24 months, a vote against is warranted under the underperformance policy.

✗ AGAINST
Melinda J. Creighton Truex3-year TSR underperformance vs QABA: -50.8pp exceeds 50pp threshold for low-positive absolute TSR

LKFN's 3-year stock return of 15.5% trailed the community bank benchmark QABA (First Trust NASDAQ ABA Community Bank Index) by 50.8 percentage points, meeting the 50-point trigger for companies with low-positive returns; without confirmed evidence this director joined within the past 24 months, a vote against is warranted under the underperformance policy.

✗ AGAINST
David M. Findlay3-year TSR underperformance vs QABA: -50.8pp exceeds 50pp threshold for low-positive absolute TSR; executive director subject to same TSR trigger

LKFN's 3-year stock return of 15.5% trailed the community bank benchmark QABA (First Trust NASDAQ ABA Community Bank Index) by 50.8 percentage points, meeting the 50-point trigger; as an executive director (likely the CEO), Mr. Findlay is subject to the same TSR trigger as all other directors, and this vote against him as a director is independent of any Say on Pay determination.

✗ AGAINST
Emily E. Pichon3-year TSR underperformance vs QABA: -50.8pp exceeds 50pp threshold for low-positive absolute TSR

LKFN's 3-year stock return of 15.5% trailed the community bank benchmark QABA (First Trust NASDAQ ABA Community Bank Index) by 50.8 percentage points, meeting the 50-point trigger for companies with low-positive returns; without confirmed evidence this director joined within the past 24 months, a vote against is warranted under the underperformance policy.

✗ AGAINST
Kristin L. Pruitt3-year TSR underperformance vs QABA: -50.8pp exceeds 50pp threshold for low-positive absolute TSR

LKFN's 3-year stock return of 15.5% trailed the community bank benchmark QABA (First Trust NASDAQ ABA Community Bank Index) by 50.8 percentage points, meeting the 50-point trigger for companies with low-positive returns; without confirmed evidence this director joined within the past 24 months, a vote against is warranted under the underperformance policy.

✗ AGAINST
Steven D. Ross3-year TSR underperformance vs QABA: -50.8pp exceeds 50pp threshold for low-positive absolute TSR

LKFN's 3-year stock return of 15.5% trailed the community bank benchmark QABA (First Trust NASDAQ ABA Community Bank Index) by 50.8 percentage points, meeting the 50-point trigger for companies with low-positive returns; without confirmed evidence this director joined within the past 24 months, a vote against is warranted under the underperformance policy.

✗ AGAINST
Brian J. Smith3-year TSR underperformance vs QABA: -50.8pp exceeds 50pp threshold for low-positive absolute TSR

LKFN's 3-year stock return of 15.5% trailed the community bank benchmark QABA (First Trust NASDAQ ABA Community Bank Index) by 50.8 percentage points, meeting the 50-point trigger for companies with low-positive returns; without confirmed evidence this director joined within the past 24 months, a vote against is warranted under the underperformance policy.

✗ AGAINST
Daniel B. Starr3-year TSR underperformance vs QABA: -50.8pp exceeds 50pp threshold for low-positive absolute TSR

LKFN's 3-year stock return of 15.5% trailed the community bank benchmark QABA (First Trust NASDAQ ABA Community Bank Index) by 50.8 percentage points, meeting the 50-point trigger for companies with low-positive returns; without confirmed evidence this director joined within the past 24 months, a vote against is warranted under the underperformance policy.

✗ AGAINST
Bradley J. Toothaker3-year TSR underperformance vs QABA: -50.8pp exceeds 50pp threshold for low-positive absolute TSR

LKFN's 3-year stock return of 15.5% trailed the community bank benchmark QABA (First Trust NASDAQ ABA Community Bank Index) by 50.8 percentage points, meeting the 50-point trigger for companies with low-positive returns; without confirmed evidence this director joined within the past 24 months, a vote against is warranted under the underperformance policy.

✗ AGAINST
M. Scott Welch3-year TSR underperformance vs QABA: -50.8pp exceeds 50pp threshold for low-positive absolute TSR

LKFN's 3-year stock return of 15.5% trailed the community bank benchmark QABA (First Trust NASDAQ ABA Community Bank Index) by 50.8 percentage points, meeting the 50-point trigger for companies with low-positive returns; without confirmed evidence this director joined within the past 24 months, a vote against is warranted under the underperformance policy.

For Analysis

All 13 director nominees are flagged for a vote against based on the TSR underperformance trigger. Lakeland Financial's 3-year price return of 15.5% (low-positive tier) trailed the community bank benchmark QABA — First Trust NASDAQ ABA Community Bank Index — by 50.8 percentage points, which exactly meets and exceeds the 50-point threshold required to trigger a vote against for the low-positive TSR tier. The 5-year price return of only 2.1% does not provide a mitigating track record — applying the 5-year check, a 2.1% absolute return falls in the low-positive tier (0–20%), and the underperformance versus QABA over that longer period would need to be below 50 percentage points to downgrade the vote to FOR; given the weak 5-year return, this mitigation is unlikely to apply. Individual director tenure data was not available in the filing excerpt provided, so the 24-month new-director exemption could not be applied; shareholders should verify individual join dates before voting.

Say on Pay

✓ FOR

CEO

David M. Findlay

Total Comp

N/A

Prior Support

N/A

insufficient compensation detail in filing excerpt to apply quantitative benchmarks; pay-for-performance concern noted due to TSR underperformance vs QABA

The proxy filing excerpt provided does not include a detailed compensation summary table, so it is not possible to apply the full quantitative benchmarking analysis (individual pay levels vs. title/sector/market cap benchmarks, pay mix percentages, or variable pay thresholds). Under the policy, when data is insufficient to confirm a specific trigger, the default vote is FOR. However, shareholders should be aware that LKFN's 3-year stock return of 15.5% significantly trailed the community bank benchmark QABA (First Trust NASDAQ ABA Community Bank Index) by 50.8 percentage points, which would be a concern if variable/incentive pay is found to be above benchmark — if full compensation details reveal above-benchmark incentive pay alongside this underperformance, the pay-for-performance alignment trigger could fire. A medium confidence rating applies given the limited data available.

Auditor Ratification

✓ FOR

Auditor

Crowe LLP

Tenure

N/A

Audit Fees

N/A

Non-Audit Fees

N/A

tenure not disclosed in filing excerpt; fee data not available in filing excerpt

The proxy filing excerpt does not provide auditor fee data or tenure information, so neither the non-audit fee ratio trigger nor the tenure trigger can be evaluated; per policy, the absence of confirmable data means these triggers do not fire, and the default vote is FOR. Crowe LLP is a large national accounting firm (one of the top 10 U.S. firms) and is appropriate for a $1.6 billion community bank, satisfying the auditor adequacy standard. No material restatements are disclosed in the filing excerpt.

Actual Vote Results

Meeting held April 14, 2026

View 8-K ↗

Director Elections

Nominee% FORVotes ForWithheld / AgainstResult
Daniel B. Starr
99.0%
19.5M189,252✓ Elected
Melinda J. Creighton Truex
98.9%
19.5M209,397✓ Elected
Darrianne P. Christian
98.5%
19.4M287,514✓ Elected
David M. Findlay
98.3%
19.4M336,737✓ Elected
Brian J. Smith
97.6%
19.2M471,822✓ Elected
Kristin L. Pruitt
97.2%
19.2M551,855✓ Elected
M. Scott Welch
97.1%
19.1M562,934✓ Elected
Emily E. Pichon
97.1%
19.1M569,987✓ Elected
Steven D. Ross
97.0%
19.1M590,651✓ Elected
Robert E. Bartels, Jr.
96.9%
19.1M614,607✓ Elected
Blake W. Augsburger
94.7%
18.7M1.0M✓ Elected
Bradley J. Toothaker
78.9%
15.6M4.2M✓ Elected
A. Faraz Abbasi
78.3%
15.4M4.3M✓ Elected

Say on Pay

74.8%

For 14.7M · Against 4.9M · Abstain 111,686

✓ Passed

Auditor Ratification

98.7%

For 22.3M · Against 298,203 · Abstain 3,031

✓ Passed

Overall Assessment

The 2026 Lakeland Financial annual meeting presents three standard proposals: director elections, a Say on Pay vote, and auditor ratification. The most significant concern is the board's stock performance — LKFN's 3-year return of 15.5% lagged the community bank benchmark QABA (First Trust NASDAQ ABA Community Bank Index) by 50.8 percentage points, triggering a vote against all 13 director nominees under the underperformance policy, while the Say on Pay and auditor ratification proposals receive a FOR vote based on available information.

Filing date: March 5, 2026·Policy v1.2·low confidence