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NYSE · USD

LNC

LINCOLN NATIONAL CORP

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Tapewire entity
3631
SEC CIK
0000059558
Parsed reports
822

Last 12 months

Inside the activity.

2 purchase rows · 8 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202510
Dec 202501
Jan 202600
Feb 202601
Mar 202612
Apr 202600
May 202600
Jun 202602
Jul 202600
Aug 202602
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
June 30, 2021 Filed Jul 2, 2021 20:14 UTC
UTTER LYNN MDirector
GrantPhantom Stock Unit · Derivative 1,094.05 $62.84 $68,750.10
Disclosure

SEC source: 0001214659-21-007199 · marketforms-53222.xml · derivative · entry 1

UTTER LYNN M · CIK 0001226873 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,356.17

Underlying: Common Stock · 1,094.05 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.

F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F3 · balance_after: Includes 124.39 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
June 30, 2021 Filed Jul 2, 2021 20:13 UTC GrantPhantom Stock Unit · Derivative 656.43 $62.84 $41,250.06
Disclosure

SEC source: 0001214659-21-007197 · marketforms-53217.xml · derivative · entry 1

JOHNSON ERIC G · CIK 0001228946 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,424.7

Underlying: Common Stock · 656.43 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.

F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors ("the Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors ("the Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F3 · balance_after: Includes 461.99 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
June 30, 2021 Filed Jul 2, 2021 20:12 UTC GrantPhantom Stock Unit · Derivative 1,495.86 $62.84 $93,999.84
Disclosure

SEC source: 0001214659-21-007195 · marketforms-53214.xml · derivative · entry 1

CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 124,504.76

Underlying: Common Stock · 1,495.86 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.

F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F3 · balance_after: Includes 884.80 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
June 30, 2021 Filed Jul 2, 2021 20:12 UTC
KELLY GARY CDirector
GrantPhantom Stock Unit · Derivative 656.43 $62.84 $41,250.06
Disclosure

SEC source: 0001214659-21-007194 · marketforms-53218.xml · derivative · entry 1

KELLY GARY C · CIK 0001027716 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,917.42

Underlying: Common Stock · 656.43 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.

F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F3 · balance_after: Includes 247.07 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
June 30, 2021 Filed Jul 2, 2021 20:12 UTC GrantPhantom Stock Unit · Derivative 656.43 $62.84 $41,250.06
Disclosure

SEC source: 0001214659-21-007193 · marketforms-53219.xml · derivative · entry 1

LACHMAN M LEANNE · CIK 0001078564 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,436.45

Underlying: Common Stock · 656.43 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.

F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F3 · balance_after: Includes 69.61 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
June 30, 2021 Filed Jul 2, 2021 20:11 UTC GrantPhantom Stock Unit · Derivative 656.43 $62.84 $41,250.06
Disclosure

SEC source: 0001214659-21-007191 · marketforms-53213.xml · derivative · entry 1

Connelly Deirdre P · CIK 0001303417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,695.59

Underlying: Common Stock · 656.43 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.

F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F3 · balance_after: Includes 103.57 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
June 16, 2021 Filed Jan 21, 2022 21:20 UTC
GLASS DENNIS RDirector · President & CEO
GiftCommon Stock 3,800 $0.00 $0.00
Disclosure

SEC source: 0001214659-22-000998 · marketforms-54987.xml · nonDerivative · entry 1

GLASS DENNIS R · CIK 0001242949 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 638,145.62

F1 · balance_after: Includes 1,062.26 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
June 15, 2021 Filed Jun 17, 2021 20:21 UTC
Kennedy John ChristopherEVP, President LFD
SaleCommon Stock 1,441 $67.14 $96,748.74
Disclosure

SEC source: 0001214659-21-006686 · marketforms-53158.xml · nonDerivative · entry 1

Kennedy John Christopher · CIK 0001852313 · EVP, President LFD

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,561.98

Read SEC document
May 27, 2021 Filed Jun 1, 2022 20:21 UTC Tax withholdingCommon Stock 54,538 $58.32 $3,180,656.16
Disclosure

SEC source: 0001214659-22-007703 · marketforms-56403.xml · nonDerivative · entry 1

GLASS DENNIS R · CIK 0001242949 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 608,621.9

F1 · shares: Tax withholding upon the vesting of restricted stock units.

F2 · balance_after: Includes 943.05 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
May 19, 2021 Filed May 20, 2021 20:26 UTC OtherPhantom Stock Units · Derivative 10,771.22 $69.63 $750,000.05
Disclosure

SEC source: 0001214659-21-005751 · marketforms-52863.xml · derivative · entry 1

PITTARD PATRICK S · CIK 0001242961 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,105.41

Underlying: Common Stock · 10,771.22 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. Represents stock units held in the LNC Deferred Compensation Plan for Non-employee Directors that may be settled in Common Stock only. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F1 · derivative.exercise_date: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. Represents stock units held in the LNC Deferred Compensation Plan for Non-employee Directors that may be settled in Common Stock only. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F1 · derivative.expiration_date: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. Represents stock units held in the LNC Deferred Compensation Plan for Non-employee Directors that may be settled in Common Stock only. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F2 · balance_after: Includes 128.35 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
May 18, 2021 Filed May 20, 2021 20:32 UTC
Cooper EllenEVP & CIO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 36,349 $0.00 Strike: $29.54 $0.00
Disclosure

SEC source: 0001214659-21-005754 · marketforms-52854.xml · derivative · entry 6

Cooper Ellen · CIK 0001555614 · EVP & CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 36,349 shares

Expires 2023-02-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: The option vested in three equal installments on February 28, 2014, 2015 and 2016.

Read SEC document
May 18, 2021 Filed May 20, 2021 20:32 UTC
Cooper EllenEVP & CIO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 31,992 $0.00 Strike: $22.70 $0.00
Disclosure

SEC source: 0001214659-21-005754 · marketforms-52854.xml · derivative · entry 5

Cooper Ellen · CIK 0001555614 · EVP & CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 31,992 shares

Expires 2022-08-08

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: The option vested in three equal installments on August 8, 2013, 2014 and 2015.

Read SEC document
May 18, 2021 Filed May 20, 2021 20:32 UTC
Cooper EllenEVP & CIO
SaleCommon Stock 2,723 $70.49 $191,944.27
Disclosure

SEC source: 0001214659-21-005754 · marketforms-52854.xml · nonDerivative · entry 4

Cooper Ellen · CIK 0001555614 · EVP & CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 131,251.34

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.48 to $70.54, inclusive. The reporting person undertakes to provide Lincoln National Corporation, any security holder of Lincoln National Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote 2.

Read SEC document
May 18, 2021 Filed May 20, 2021 20:32 UTC
Cooper EllenEVP & CIO
SaleCommon Stock 65,618 $69.76 $4,577,511.68
Disclosure

SEC source: 0001214659-21-005754 · marketforms-52854.xml · nonDerivative · entry 3

Cooper Ellen · CIK 0001555614 · EVP & CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 133,974.34

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.48 to $70.47, inclusive. The reporting person undertakes to provide Lincoln National Corporation, any security holder of Lincoln National Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote 1.

Read SEC document
May 18, 2021 Filed May 20, 2021 20:32 UTC
Cooper EllenEVP & CIO
Exercise / conversionCommon Stock 36,349 $29.54 $1,073,749.46
Disclosure

SEC source: 0001214659-21-005754 · marketforms-52854.xml · nonDerivative · entry 2

Cooper Ellen · CIK 0001555614 · EVP & CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 199,592.34

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 18, 2021 Filed May 20, 2021 20:32 UTC
Cooper EllenEVP & CIO
Exercise / conversionCommon Stock 31,992 $22.70 $726,218.40
Disclosure

SEC source: 0001214659-21-005754 · marketforms-52854.xml · nonDerivative · entry 1

Cooper Ellen · CIK 0001555614 · EVP & CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 163,243.34

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 13, 2021 Filed May 17, 2021 20:37 UTC
Ohl JamieEVP, President Wrkplc Sols
OtherPhantom Stock Units · Derivative 8,011.66 $68.80 $551,202.21
Disclosure

SEC source: 0001214659-21-005600 · marketforms-52784.xml · derivative · entry 1

Ohl Jamie · CIK 0001748063 · EVP, President Wrkplc Sols

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,416.18

Underlying: Common Stock · 8,011.66 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. Represents stock units held in the LNC DC SERP. The reporting person may transfer her Phantom Stock account into an alternative investment account at any time.

F1 · derivative.exercise_date: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. Represents stock units held in the LNC DC SERP. The reporting person may transfer her Phantom Stock account into an alternative investment account at any time.

F1 · derivative.expiration_date: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. Represents stock units held in the LNC DC SERP. The reporting person may transfer her Phantom Stock account into an alternative investment account at any time.

F2 · balance_after: Includes 693.75 stock units acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
May 11, 2021 Filed May 13, 2021 20:35 UTC
Ohl JamieEVP, President Wrkplc Sols
OtherCommon Stock 12,815.74 $68.11 $872,880.05
Disclosure

SEC source: 0001214659-21-005309 · marketforms-52763.xml · nonDerivative · entry 1

Ohl Jamie · CIK 0001748063 · EVP, President Wrkplc Sols

10b5-1 filing: Not disclosed

Ownership: Indirect · In 401(k)

Disclosed balance after: 0

Read SEC document
May 07, 2021 Filed May 11, 2021 20:45 UTC
Kennedy John ChristopherEVP, President LFD
GrantEmployee Stock Option (right to buy) · Derivative 9,044 $0.00 Strike: $69.30 $0.00
Disclosure

SEC source: 0001214659-21-005205 · marketforms-52734.xml · derivative · entry 4

Kennedy John Christopher · CIK 0001852313 · EVP, President LFD

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,044

Underlying: Common Stock · 9,044 shares

Expires 2031-05-07

F4 · derivative.exercise_date: The option vests in three equal installments on May 7, 2022, 2023 and 2024.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:45 UTC
Kennedy John ChristopherEVP, President LFD
GrantCommon Stock 4,330 $0.00 $0.00
Disclosure

SEC source: 0001214659-21-005205 · marketforms-52734.xml · nonDerivative · entry 2

Kennedy John Christopher · CIK 0001852313 · EVP, President LFD

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,002.98

F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on May 7, 2024.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:45 UTC
Kennedy John ChristopherEVP, President LFD
GrantCommon Stock 2,816 $0.00 $0.00
Disclosure

SEC source: 0001214659-21-005205 · marketforms-52734.xml · nonDerivative · entry 1

Kennedy John Christopher · CIK 0001852313 · EVP, President LFD

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,672.98

F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on May 7, 2024.

F2 · balance_after: Includes 34.98 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:44 UTC
Ohl JamieEVP, President Wrkplc Sols
GrantEmployee Stock Option (right to buy) · Derivative 3,420 $0.00 Strike: $69.30 $0.00
Disclosure

SEC source: 0001214659-21-005203 · marketforms-52732.xml · derivative · entry 3

Ohl Jamie · CIK 0001748063 · EVP, President Wrkplc Sols

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,420

Underlying: Common Stock · 3,420 shares

Expires 2031-05-07

F4 · derivative.exercise_date: The option vests in three equal installments on May 7, 2022, 2023 and 2024.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:44 UTC
Ohl JamieEVP, President Wrkplc Sols
GrantCommon Stock 1,065 $0.00 $0.00
Disclosure

SEC source: 0001214659-21-005203 · marketforms-52732.xml · nonDerivative · entry 1

Ohl Jamie · CIK 0001748063 · EVP, President Wrkplc Sols

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,507.66

F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on May 7, 2024.

F2 · balance_after: Includes 104.82 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:45 UTC
Solon Kenneth S.EVP & Chief Information Ofc.
GrantEmployee Stock Option (right to buy) · Derivative 3,297 $0.00 Strike: $69.30 $0.00
Disclosure

SEC source: 0001214659-21-005204 · marketforms-52733.xml · derivative · entry 3

Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,297

Underlying: Common Stock · 3,297 shares

Expires 2031-05-07

F4 · derivative.exercise_date: The option vests in three equal installments on May 7, 2022, 2023 and 2024.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:45 UTC
Solon Kenneth S.EVP & Chief Information Ofc.
GrantCommon Stock 1,027 $0.00 $0.00
Disclosure

SEC source: 0001214659-21-005204 · marketforms-52733.xml · nonDerivative · entry 1

Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,654.34

F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on May 7, 2024.

F2 · balance_after: Includes 147.43 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:44 UTC GrantEmployee Stock Option (right to buy) · Derivative 1,075 $0.00 Strike: $69.30 $0.00
Disclosure

SEC source: 0001214659-21-005202 · marketforms-52716.xml · derivative · entry 3

Freitag Randal J · CIK 0001509209 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,075

Underlying: Common Stock · 1,075 shares

Expires 2031-05-07

F4 · derivative.exercise_date: The option vests in three equal installments on May 7, 2022, 2023 and 2024.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:44 UTC GrantCommon Stock 335 $0.00 $0.00
Disclosure

SEC source: 0001214659-21-005202 · marketforms-52716.xml · nonDerivative · entry 1

Freitag Randal J · CIK 0001509209 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 204,999.58

F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on May 7, 2024.

F2 · balance_after: Includes 244.11 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:43 UTC
Cooper EllenEVP & CIO
GrantEmployee Stock Option (right to buy) · Derivative 6,282 $0.00 Strike: $69.30 $0.00
Disclosure

SEC source: 0001214659-21-005201 · marketforms-52715.xml · derivative · entry 2

Cooper Ellen · CIK 0001555614 · EVP & CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,282

Underlying: Common Stock · 6,282 shares

Expires 2031-05-07

F3 · derivative.exercise_date: The option vests in three equal installments on May 7, 2022, 2023 and 2024.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:43 UTC
Cooper EllenEVP & CIO
GrantCommon Stock 1,956 $0.00 $0.00
Disclosure

SEC source: 0001214659-21-005201 · marketforms-52715.xml · nonDerivative · entry 1

Cooper Ellen · CIK 0001555614 · EVP & CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 131,251.34

F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on May 7, 2024.

F2 · balance_after: Includes 197.01 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:42 UTC
Beazer CraigT TEVP & General Counsel
GrantEmployee Stock Option (right to buy) · Derivative 480 $0.00 Strike: $69.30 $0.00
Disclosure

SEC source: 0001214659-21-005199 · marketforms-52735.xml · derivative · entry 2

Beazer CraigT T · CIK 0001799551 · EVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 480

Underlying: Common Stock · 480 shares

Expires 2031-05-07

F3 · derivative.exercise_date: The option vests in three equal installments on May 7, 2022, 2023 and 2024.

Read SEC document
May 07, 2021 Filed May 11, 2021 20:42 UTC
Beazer CraigT TEVP & General Counsel
GrantCommon Stock 150 $0.00 $0.00
Disclosure

SEC source: 0001214659-21-005199 · marketforms-52735.xml · nonDerivative · entry 1

Beazer CraigT T · CIK 0001799551 · EVP & General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,405.51

F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on May 7, 2024.

F2 · balance_after: Includes 98.51 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
March 31, 2021 Filed Apr 1, 2021 20:53 UTC GrantPhantom Stock Unit · Derivative 662.44 $62.27 $41,250.14
Disclosure

SEC source: 0001214659-21-003845 · marketforms-52094.xml · derivative · entry 1

Davis Reginald E · CIK 0001818046 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,122.75

Underlying: Common Stock · 662.44 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.

F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her phantom stock account into an alternative investment account at any time.

F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her phantom stock account into an alternative investment account at any time.

F3 · balance_after: Includes 13.13 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
March 31, 2021 Filed Apr 1, 2021 20:53 UTC GrantPhantom Stock Unit · Derivative 662.44 $62.27 $41,250.14
Disclosure

SEC source: 0001214659-21-003846 · marketforms-52099.xml · derivative · entry 1

MEE MICHAEL F · CIK 0001186247 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,349.8

Underlying: Common Stock · 662.44 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.

F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her phantom stock account into an alternative investment account at any time.

F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her phantom stock account into an alternative investment account at any time.

F3 · balance_after: Includes 778.45 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
March 31, 2021 Filed Apr 1, 2021 20:52 UTC GrantPhantom Stock Unit · Derivative 662.44 $62.27 $41,250.14
Disclosure

SEC source: 0001214659-21-003844 · marketforms-52101.xml · derivative · entry 1

PITTARD PATRICK S · CIK 0001242961 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,748.27

Underlying: Common Stock · 662.44 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Phantom Stock unit is the equivalent of one share of LNC Common Stock.

F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F3 · balance_after: Includes 171.65 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
March 31, 2021 Filed Apr 1, 2021 20:52 UTC GrantPhantom Stock Unit · Derivative 662.44 $62.27 $41,250.14
Disclosure

SEC source: 0001214659-21-003843 · marketforms-52096.xml · derivative · entry 1

JOHNSON ERIC G · CIK 0001228946 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,306.29

Underlying: Common Stock · 662.44 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.

F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors ("the Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors ("the Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F3 · balance_after: Includes 633.30 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
March 31, 2021 Filed Apr 1, 2021 20:51 UTC GrantPhantom Stock Unit · Derivative 1,509.56 $62.27 $94,000.30
Disclosure

SEC source: 0001214659-21-003842 · marketforms-52172.xml · derivative · entry 1

CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 122,124.1

Underlying: Common Stock · 1,509.56 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.

F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F3 · balance_after: Includes 1,210.74 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
March 31, 2021 Filed Apr 1, 2021 20:51 UTC
KELLY GARY CDirector
GrantPhantom Stock Unit · Derivative 662.44 $62.27 $41,250.14
Disclosure

SEC source: 0001214659-21-003841 · marketforms-52097.xml · derivative · entry 1

KELLY GARY C · CIK 0001027716 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,013.92

Underlying: Common Stock · 662.44 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.

F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F3 · balance_after: Includes 335.92 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
March 31, 2021 Filed Apr 1, 2021 20:49 UTC
UTTER LYNN MDirector
GrantPhantom Stock Unit · Derivative 1,104.06 $62.27 $68,749.82
Disclosure

SEC source: 0001214659-21-003834 · marketforms-52106.xml · derivative · entry 1

UTTER LYNN M · CIK 0001226873 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,137.74

Underlying: Common Stock · 1,104.06 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.

F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F3 · balance_after: Includes 162.19 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
March 31, 2021 Filed Apr 1, 2021 20:49 UTC GrantPhantom Stock Unit · Derivative 662.44 $62.27 $41,250.14
Disclosure

SEC source: 0001214659-21-003833 · marketforms-52095.xml · derivative · entry 1

HENDERSON GEORGE W III · CIK 0001022877 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 57,503.08

Underlying: Common Stock · 662.44 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.

F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F3 · balance_after: Includes 716.90 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
March 31, 2021 Filed Apr 1, 2021 20:49 UTC GrantPhantom Stock Unit · Derivative 662.44 $62.27 $41,250.14
Disclosure

SEC source: 0001214659-21-003832 · marketforms-52098.xml · derivative · entry 1

LACHMAN M LEANNE · CIK 0001078564 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,710.41

Underlying: Common Stock · 662.44 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.

F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F3 · balance_after: Includes 90.37 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
March 31, 2021 Filed Apr 1, 2021 20:48 UTC GrantPhantom Stock Unit · Derivative 662.44 $62.27 $41,250.14
Disclosure

SEC source: 0001214659-21-003831 · marketforms-52093.xml · derivative · entry 1

Connelly Deirdre P · CIK 0001303417 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,935.59

Underlying: Common Stock · 662.44 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.

F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time.

F3 · balance_after: Includes 137.36 shares acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 21:27 UTC OtherPhantom Stock Units · Derivative 28,535.11 $59.40 $1,694,985.53
Disclosure

SEC source: 0001214659-21-002421 · marketforms-51630.xml · derivative · entry 5

Freitag Randal J · CIK 0001509209 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 28,535.11 shares

Expires not disclosed

F4 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. Represents stock units held in the LNC DC SERP. The reporting person may transfer his Phantom Stock account into an alternative investment account at any time.

F4 · derivative.exercise_date: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. Represents stock units held in the LNC DC SERP. The reporting person may transfer his Phantom Stock account into an alternative investment account at any time.

F4 · derivative.expiration_date: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. Represents stock units held in the LNC DC SERP. The reporting person may transfer his Phantom Stock account into an alternative investment account at any time.

F5 · derivative.underlying_shares: Includes 995.54 stock units acquired through dividend reinvestment since the reporting person's last report.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 21:27 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 52,198 $0.00 Strike: $24.99 $0.00
Disclosure

SEC source: 0001214659-21-002421 · marketforms-51630.xml · derivative · entry 4

Freitag Randal J · CIK 0001509209 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 52,198 shares

Expires 2022-02-22

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: The option vested in three equal installments on February 22, 2013, 2014 and 2015.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 21:27 UTC SaleCommon Stock 52,198 $59.68 $3,115,176.64
Disclosure

SEC source: 0001214659-21-002421 · marketforms-51630.xml · nonDerivative · entry 2

Freitag Randal J · CIK 0001509209 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 204,420.47

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $59.61 to $59.90, inclusive. The reporting person undertakes to provide Lincoln National Corporation, any security holder of Lincoln National Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote 1.

Read SEC document
February 24, 2021 Filed Feb 26, 2021 21:27 UTC Exercise / conversionCommon Stock 52,198 $24.99 $1,304,428.02
Disclosure

SEC source: 0001214659-21-002421 · marketforms-51630.xml · nonDerivative · entry 1

Freitag Randal J · CIK 0001509209 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 256,618.47

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 23, 2021 Filed Feb 25, 2021 21:19 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 4,000 $0.00 Strike: $35.50 $0.00
Disclosure

SEC source: 0001214659-21-002346 · marketforms-51624.xml · derivative · entry 3

Janofsky Christine A · CIK 0001671188 · CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,164

Underlying: Common Stock · 4,000 shares

Expires 2026-02-24

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: The option vested in three equal installments on February 24, 2017, 2018 and 2019.

Read SEC document
February 23, 2021 Filed Feb 25, 2021 21:19 UTC SaleCommon Stock 7,413 $56.25 $416,981.25
Disclosure

SEC source: 0001214659-21-002346 · marketforms-51624.xml · nonDerivative · entry 2

Janofsky Christine A · CIK 0001671188 · CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,803.36

F1 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $56.23 to $56.29, inclusive. The reporting person undertakes to provide Lincoln National Corporation, any security holder of Lincoln National Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote 1.

Read SEC document
February 23, 2021 Filed Feb 25, 2021 21:19 UTC Exercise / conversionCommon Stock 4,000 $35.50 $142,000.00
Disclosure

SEC source: 0001214659-21-002346 · marketforms-51624.xml · nonDerivative · entry 1

Janofsky Christine A · CIK 0001671188 · CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,216.36

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 21, 2021 Filed Feb 23, 2021 21:21 UTC
Buckingham LisaEVP, Ch Pple Place Brand Off
Tax withholdingCommon Stock 1,277 $55.56 $70,950.12
Disclosure

SEC source: 0001214659-21-002286 · marketforms-51230.xml · nonDerivative · entry 1

Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,928.29

F1 · shares: Tax withholding upon vesting of restricted stock units.

Read SEC document
February 21, 2021 Filed Feb 23, 2021 21:20 UTC
GLASS DENNIS RDirector · President & CEO
Tax withholdingCommon Stock 23,833 $55.56 $1,324,161.48
Disclosure

SEC source: 0001214659-21-002285 · marketforms-51217.xml · nonDerivative · entry 1

GLASS DENNIS R · CIK 0001242949 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 938,399.11

F1 · shares: Tax withholding upon vesting of restricted stock units.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.