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EdgarHawk

BARTELS ROBERT E JR

Director

Director
2 filings analyzed · 1 company · Latest 2025-09-09

Companies

Company Buys Sells Direction
LAKELAND FINANCIAL CORP LKFN 3 0 Net buying

Activity

September 2025
medium
Buy
296 shares
$20,059
Significance 4/10

Director Robert E. Bartels Jr. purchases 296 LKFN shares at $67.77; stock now down 12.3% from 52-week high.

Director Robert E. Bartels Jr. purchased 296 shares of Lakeland Financial at $67.77 on 2025-09-08, increasing his holdings to 29,726 shares. The transaction occurred while the stock trades at $66.54, down 12.3% from its 52-week high of $75.85, despite a 9.5% gain over the prior 30 days. His prior trades at LKFN show mixed outcomes: one strong performer (23.4% gain over 90 days following an August 2023 buy), but three others posting negative returns at the 90-day mark, with a 25% success rate across his broader cross-ticker history. The company reports a $1.7B market cap with a P/E of 17.98 and recent annual revenue contraction of -2.1%, warranting assessment of whether this purchase reflects opportunistic positioning in a modestly valued name or represents a pattern consistent with this director's historically inconsistent timing.

November 2024
medium
Buy
802 shares
$58,001
Significance 5/10

Director Robert E Bartels Jr buys 802 LKFN shares at $72.32; stock up 15.8% in 30 days, 17.5% in 90 days.

Director Robert E Bartels Jr purchased 802 shares of Lakeland Financial at $72.32 on 2024-11-08, increasing his holdings by 2.9% to 28,426 shares. The purchase occurred as the stock has appreciated 15.8% over the past 30 days and 17.5% over the past 90 days, currently trading at $72.38. His prior trades at LKFN show mixed timing outcomes: a November 2023 buy generated +8.7% over 30 days and +23.4% over 90 days, while his February 2024 and August 2023 purchases both resulted in negative returns at both horizons. The cross-ticker track record shows 3 prior buys with an average 90-day win rate of 33.33%, suggesting limited predictive accuracy. The company trades at a P/E of 18.65 with a $1.8B market cap and recent revenue contraction of -2.1% year-over-year, tempering any enthusiasm for the accumulation signal.

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