Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LINCOLN NATIONAL CORPLNC · Entity 3631 | EVP & CFO | February 27, 2022 | February 28, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
LINCOLN NATIONAL CORP
Report date February 27, 2022 · Filed February 28, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 288,330.58 |
Reported balance
After 2022-02-27 transaction · row 1
1 source rowRow 1 · 2022-02-27 · Tax withholding · Disposed 4,557 · Balance 288,330.58 F1: Tax withholding upon vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 782.54 |
Reported balance
Holding disclosure · report date 2022-02-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 782.54 F2: Represents the number of shares of common stock beneficially owned through the Company's 401(k) Plan as of 2/1/2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Tax withholding upon vesting of restricted stock units.
F2: Represents the number of shares of common stock beneficially owned through the Company's 401(k) Plan as of 2/1/2022.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 23, 2017 Filed Feb 24, 2017 21:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 2,275 | $71.83 | $163,419.39 |
DisclosureSEC source: 0001214659-17-001350 · marketforms-38020.xml · nonDerivative · entry 4 Freitag Randal J · CIK 0001509209 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,791.74 F4 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $71.832 to $71.838, 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 footnote 4 to this Form. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 32,502 | $0.00 Strike: $71.70 | $0.00 |
DisclosureSEC source: 0001214659-17-001350 · marketforms-38020.xml · derivative · entry 6 Freitag Randal J · CIK 0001509209 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,502 Underlying: Common Stock · 32,502 shares Expires 2027-02-22 F5 · derivative.exercise_date: The option vests in three equal annual installments on February 22, 2018, 2019 and 2020. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 8,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001350 · marketforms-38020.xml · nonDerivative · entry 3 Freitag Randal J · CIK 0001509209 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,066.74 F3 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common Stock. The restricted stock units vest on February 22, 2019. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 9,372 | $71.70 | $671,972.40 |
DisclosureSEC source: 0001214659-17-001350 · marketforms-38020.xml · nonDerivative · entry 2 Freitag Randal J · CIK 0001509209 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,325.74 F2 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 20,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001350 · marketforms-38020.xml · nonDerivative · entry 1 Freitag Randal J · CIK 0001509209 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,697.74 F1 · shares: Represents settlement of performance share incentive awards for the 2014-2016 performance cycle. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 22:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 4,373 | $0.00 Strike: $70.66 | $0.00 |
DisclosureSEC source: 0001214659-17-001192 · marketforms-37973.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 · 4,373 shares Expires 2017-02-22 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. F2 · derivative.exercise_date: The option vested in three equal installments on February 22, 2008, 2009 and 2010. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 22:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 4,373 | $71.07 | $310,781.68 |
DisclosureSEC source: 0001214659-17-001192 · marketforms-37973.xml · nonDerivative · entry 2 Freitag Randal J · CIK 0001509209 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,917.74 F1 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $71.063 to $71.093, 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 footnote 1 to this Form. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 22:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 4,373 | $70.66 | $308,996.18 |
DisclosureSEC source: 0001214659-17-001192 · marketforms-37973.xml · nonDerivative · entry 1 Freitag Randal J · CIK 0001509209 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,290.74 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 06, 2017 Filed Feb 8, 2017 20:41 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionPhantom Stock Unit · Derivative | 225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-17-000847 · marketforms-37836.xml · derivative · entry 3 Freitag Randal J · CIK 0001509209 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226.31 Underlying: Common Stock · 225 shares Expires 2017-02-06 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_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F1 · price: On February 6, 2017, the reporting person received 225 shares of LNC common stock in settlement of an equal number of shares of phantom stock held pursuant to LNC deferred compensation plan. F4 · derivative.exercise_date: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 20:41 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001214659-17-000847 · marketforms-37836.xml · nonDerivative · entry 1 Freitag Randal J · CIK 0001509209 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,917.74 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. F1 · price: On February 6, 2017, the reporting person received 225 shares of LNC common stock in settlement of an equal number of shares of phantom stock held pursuant to LNC deferred compensation plan. F2 · balance_after: Includes 142.20 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 18:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,966 | $0.00 Strike: $52.76 | $0.00 |
DisclosureSEC source: 0001214659-16-014581 · marketforms-36888.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 · 15,966 shares Expires 2018-02-07 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 7, 2009, 2010 and 2011. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 18:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 15,966 | $59.19 | $945,001.99 |
DisclosureSEC source: 0001214659-16-014581 · marketforms-36888.xml · nonDerivative · entry 2 Freitag Randal J · CIK 0001509209 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,550.54 F2 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $59.17 to $59.23, 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 footnote 2 to this Form. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 18:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 15,966 | $52.76 | $842,366.16 |
DisclosureSEC source: 0001214659-16-014581 · marketforms-36888.xml · nonDerivative · entry 1 Freitag Randal J · CIK 0001509209 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,516.54 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. F1 · balance_after: Includes 535.35 shares acquired through dividend reinvestment since the reporting person's last report. 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.