Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ELI LILLY & CoLLY · Entity 2794 | President, U.S. Operations | January 27, 2009 | January 29, 2009 |
| LINCOLN NATIONAL CORPLNC · Entity 3631 | Director | September 30, 2026 | October 03, 2026 |
| Macy's, Inc.M · Entity 3820 | Director | June 05, 2026 | June 08, 2026 |
| Sarepta Therapeutics, Inc.SRPT · Entity 4426 | Director | June 04, 2026 | June 06, 2026 |
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.
ELI LILLY & Co
Report date January 27, 2009 · Filed January 29, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitSEC Table II · derivative / convertible security · Expires 2010-02-01 | Direct | 25,625 |
Reported balance
After 2009-01-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2009-01-27 · Grant · Acquired 25,625 · Balance 25,625 F1: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock.
LINCOLN NATIONAL CORP
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security | Direct | 50,660.73 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,117.73 · Balance 50,660.73 F1: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the LNC Deferred Compensation Plan for Non-employee Directors (the "Directors' DCP") in the LNC Stock Fund investment account, which are payable solely in shares of LNC Common Stock at resignation or retirement. The reporting person may transfer his/her phantom stock unit holdings into an alternative investment account in the Directors' DCP at any time. F3: Includes 479.04 shares acquired through dividend reinvestment since the reporting person's last report. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.
F2: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the LNC Deferred Compensation Plan for Non-employee Directors (the "Directors' DCP") in the LNC Stock Fund investment account, which are payable solely in shares of LNC Common Stock at resignation or retirement. The reporting person may transfer his/her phantom stock unit holdings into an alternative investment account in the Directors' DCP at any time.
F3: Includes 479.04 shares acquired through dividend reinvestment since the reporting person's last report.
Macy's, Inc.
Report date June 05, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,348 |
Reported balance
After 2026-06-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-05 · Grant · Acquired 8,348 · Balance 8,348 F1: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock.
F2: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends.
Sarepta Therapeutics, Inc.
Report date June 04, 2026 · Filed June 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,100 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 16,875 · Balance 22,100 F1: The Reporting Person was granted restricted stock units ("RSUs"). Each RSU represents the right to receive one share of common stock. The RSUs will vest on earlier of the one-year anniversary of the date of grant and the next annual meeting of stockholders which is at least 50 weeks after the immediately preceding year's annual meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person was granted restricted stock units ("RSUs"). Each RSU represents the right to receive one share of common stock. The RSUs will vest on earlier of the one-year anniversary of the date of grant and the next annual meeting of stockholders which is at least 50 weeks after the immediately preceding year's annual meeting.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 3, 2026 00:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,117.73 | $40.26 | $44,999.81 |
DisclosureSEC source: 0001214659-26-012482 · marketforms-74001.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,660.73 Underlying: Common Stock · 1,117.73 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 LNC Deferred Compensation Plan for Non-employee Directors (the "Directors' DCP") in the LNC Stock Fund investment account, which are payable solely in shares of LNC Common Stock at resignation or retirement. The reporting person may transfer his/her phantom stock unit holdings into an alternative investment account in the Directors' DCP at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the LNC Deferred Compensation Plan for Non-employee Directors (the "Directors' DCP") in the LNC Stock Fund investment account, which are payable solely in shares of LNC Common Stock at resignation or retirement. The reporting person may transfer his/her phantom stock unit holdings into an alternative investment account in the Directors' DCP at any time. F3 · balance_after: Includes 479.04 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 11:33 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,272.98 | $35.35 | $44,999.84 |
DisclosureSEC source: 0001214659-26-008104 · marketforms-73408.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,063.96 Underlying: Common Stock · 1,272.98 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 LNC Deferred Compensation Plan for Non-employee Directors (the "Directors' DCP") in the LNC Stock Fund investment account, which are payable solely in shares of LNC Common Stock at resignation or retirement. The reporting person may transfer his/her phantom stock unit holdings into an alternative investment account in the Directors' DCP at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the LNC Deferred Compensation Plan for Non-employee Directors (the "Directors' DCP") in the LNC Stock Fund investment account, which are payable solely in shares of LNC Common Stock at resignation or retirement. The reporting person may transfer his/her phantom stock unit holdings into an alternative investment account in the Directors' DCP at any time. F3 · balance_after: Includes 566.25 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 05, 2026 Filed Jun 8, 2026 20:41 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 8,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001303417-26-000002 · wk-form4_1780951307.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,348 Underlying: Common Stock · 8,348 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| June 04, 2026 Filed Jun 6, 2026 00:07 UTC | Sarepta Therapeutics, Inc. SRPT · Entity 4426 | GrantCommon Stock | 16,875 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-260255 · ownership.xml · nonDerivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,100 F1 · price: The Reporting Person was granted restricted stock units ("RSUs"). Each RSU represents the right to receive one share of common stock. The RSUs will vest on earlier of the one-year anniversary of the date of grant and the next annual meeting of stockholders which is at least 50 weeks after the immediately preceding year's annual meeting. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,267.61 | $35.50 | $45,000.16 |
DisclosureSEC source: 0001214659-26-004244 · marketforms-72585.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,224.73 Underlying: Common Stock · 1,267.61 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 LNC Deferred Compensation Plan for Non-employee Directors (the "Directors' DCP") in the LNC Stock Fund investment account, which are payable solely in shares of LNC Common Stock at resignation or retirement. The reporting person may transfer his/her phantom stock unit holdings into an alternative investment account in the Directors' DCP at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the LNC Deferred Compensation Plan for Non-employee Directors (the "Directors' DCP") in the LNC Stock Fund investment account, which are payable solely in shares of LNC Common Stock at resignation or retirement. The reporting person may transfer his/her phantom stock unit holdings into an alternative investment account in the Directors' DCP at any time. F3 · balance_after: Includes 482.63 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:16 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,010.55 | $44.53 | $44,999.79 |
DisclosureSEC source: 0001214659-26-000108 · marketforms-71516.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,474.49 Underlying: Common Stock · 1,010.55 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 487.43 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,115.79 | $40.33 | $44,999.81 |
DisclosureSEC source: 0001214659-25-014540 · marketforms-70751.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,976.51 Underlying: Common Stock · 1,115.79 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 516.81 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:39 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,300.58 | $34.60 | $45,000.07 |
DisclosureSEC source: 0001214659-25-009999 · marketforms-69960.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,343.91 Underlying: Common Stock · 1,300.58 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 569.69 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 20:25 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 13,456 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-25-000111 · wk-form4_1748982329.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,456 Underlying: Common Stock · 13,456 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,253.13 | $35.91 | $44,999.90 |
DisclosureSEC source: 0001214659-25-005292 · marketforms-68788.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,473.64 Underlying: Common Stock · 1,253.13 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 513.66 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 00:00 UTC | Sarepta Therapeutics, Inc. SRPT · Entity 4426 | GrantStock Options (right to buy) · Derivative | 4,792 | $0.00 Strike: $99.69 | $0.00 |
DisclosureSEC source: 0000950170-25-037533 · ownership.xml · derivative · entry 2 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,792 Underlying: Common Stock · 4,792 shares Expires 2035-03-10 Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 00:00 UTC | Sarepta Therapeutics, Inc. SRPT · Entity 4426 | GrantCommon Stock | 2,383 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-037533 · ownership.xml · nonDerivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,225 F1 · price: The Reporting Person was granted restricted stock units ("RSUs"). Each RSU represents the right to receive one share of common stock. The RSUs will vest in full on March 10, 2026. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 21:14 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,419.11 | $31.71 | $44,999.98 |
DisclosureSEC source: 0001214659-25-000045 · marketforms-67604.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,706.85 Underlying: Common Stock · 1,419.11 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 493.95 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:25 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,428.12 | $31.51 | $45,000.06 |
DisclosureSEC source: 0001214659-24-017041 · marketforms-66946.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,793.79 Underlying: Common Stock · 1,428.12 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 461.29 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 12, 2024 Filed Sep 17, 2024 00:05 UTC | Sarepta Therapeutics, Inc. SRPT · Entity 4426 | GrantStock Option (right to buy) · Derivative | 6,442 | $0.00 Strike: $125.34 | $0.00 |
DisclosureSEC source: 0000950170-24-106954 · ownership.xml · derivative · entry 2 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,442 Underlying: Common Stock · 6,442 shares Expires 2034-09-12 F2 · derivative.exercise_date: The option vests in three equal annual installments beginning September 12, 2025. Read SEC document |
| September 12, 2024 Filed Sep 17, 2024 00:05 UTC | Sarepta Therapeutics, Inc. SRPT · Entity 4426 | GrantCommon Stock | 2,842 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-106954 · ownership.xml · nonDerivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,842 F1 · price: The Reporting Person was granted restricted stock units ("RSUs"). Each RSU represents the right to receive one share of common stock. The RSUs vest in three equal annual installments beginning September 12, 2025. Read SEC document |
| June 30, 2024 Filed Jul 1, 2024 21:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,446.95 | $31.10 | $45,000.15 |
DisclosureSEC source: 0001214659-24-011744 · marketforms-66278.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,904.38 Underlying: Common Stock · 1,446.95 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 535.03 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 17, 2024 Filed May 20, 2024 20:43 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 8,209 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-24-000138 · wk-form4_1716237763.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,209 Underlying: Common Stock · 8,209 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 20:18 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,409.33 | $31.93 | $44,999.91 |
DisclosureSEC source: 0001214659-24-005863 · marketforms-65293.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,922.4 Underlying: Common Stock · 1,409.33 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 525.41 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 21:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,529.48 | $26.97 | $41,250.08 |
DisclosureSEC source: 0001214659-24-000173 · marketforms-63785.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,987.65 Underlying: Common Stock · 1,529.48 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 605.58 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 20:22 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,670.72 | $24.69 | $41,250.08 |
DisclosureSEC source: 0001214659-23-013081 · marketforms-62644.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,852.6 Underlying: Common Stock · 1,670.72 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 425.90 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:12 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,601.32 | $25.76 | $41,250.00 |
DisclosureSEC source: 0001214659-23-009226 · marketforms-61771.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,755.98 Underlying: Common Stock · 1,601.32 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 511.50 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 19, 2023 Filed May 22, 2023 20:48 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 10,818 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-23-000046 · primary_doc.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,818 Underlying: Common Stock · 10,818 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 20:24 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,835.78 | $22.47 | $41,249.98 |
DisclosureSEC source: 0001214659-23-004900 · marketforms-60263.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,643.15 Underlying: Common Stock · 1,835.78 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 293.91 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 21:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,342.77 | $30.72 | $41,249.89 |
DisclosureSEC source: 0001214659-23-000131 · marketforms-57748.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,513.46 Underlying: Common Stock · 1,342.77 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 175.09 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 18, 2022 Filed Nov 18, 2022 21:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | PurchaseCommon Stock | 3,000 | $37.41 | $112,230.00 |
DisclosureSEC source: 0001214659-22-014003 · marketforms-57614.xml · nonDerivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 20:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 939.42 | $43.91 | $41,249.93 |
DisclosureSEC source: 0001214659-22-011957 · marketforms-57166.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,995.6 Underlying: Common Stock · 939.42 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 175.76 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:27 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 881.98 | $46.77 | $41,250.20 |
DisclosureSEC source: 0001214659-22-008616 · marketforms-56536.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,880.42 Underlying: Common Stock · 881.98 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 138.85 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 20, 2022 Filed May 24, 2022 19:21 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 8,810 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-22-000040 · primary_doc.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,810 Underlying: Common Stock · 8,810 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 20:37 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 631.12 | $65.36 | $41,250.00 |
DisclosureSEC source: 0001214659-22-004767 · marketforms-55865.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,859.58 Underlying: Common Stock · 631.12 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 114.53 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 604.31 | $68.26 | $41,250.20 |
DisclosureSEC source: 0001214659-22-000226 · marketforms-54732.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,113.93 Underlying: Common Stock · 604.31 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 98.69 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 20:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 600 | $68.75 | $41,250.00 |
DisclosureSEC source: 0001214659-21-010181 · marketforms-53848.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,410.94 Underlying: Common Stock · 600 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 115.35 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 | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 656.43 | $62.84 | $41,250.06 |
DisclosureSEC 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 |
| May 21, 2021 Filed May 24, 2021 19:10 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 8,516 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-21-000029 · primary_doc.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,516 Underlying: Common Stock · 8,516 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 20:48 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 662.44 | $62.27 | $41,250.14 |
DisclosureSEC 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 |
| December 31, 2020 Filed Jan 5, 2021 21:36 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 819.92 | $50.31 | $41,250.18 |
DisclosureSEC source: 0001214659-21-000120 · marketforms-50672.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,135.79 Underlying: Common Stock · 819.92 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 155.73 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 20:10 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,316.63 | $31.33 | $41,250.02 |
DisclosureSEC source: 0001214659-20-008356 · marketforms-49736.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,160.14 Underlying: Common Stock · 1,316.63 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 135.27 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| July 09, 2020 Filed Jul 10, 2020 21:02 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 23,379 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-20-000102 · primary_doc.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,379 Underlying: Common Stock · 23,379 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 17:18 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,121.23 | $36.79 | $41,250.05 |
DisclosureSEC source: 0001214659-20-006076 · marketforms-49007.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,708.24 Underlying: Common Stock · 1,121.23 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 140.96 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 20:10 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,567.25 | $26.32 | $41,250.02 |
DisclosureSEC source: 0001214659-20-003137 · marketforms-47969.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,446.05 Underlying: Common Stock · 1,567.25 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 72.08 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 16:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 699.03 | $59.01 | $41,249.76 |
DisclosureSEC source: 0001214659-20-000082 · marketforms-46896.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,806.72 Underlying: Common Stock · 699.03 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 57.71 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 15:29 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 683.85 | $60.32 | $41,249.83 |
DisclosureSEC source: 0001214659-19-006173 · marketforms-45846.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,049.98 Underlying: Common Stock · 683.85 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 51.43 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:33 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 640.03 | $64.45 | $41,249.93 |
DisclosureSEC source: 0001214659-19-004462 · marketforms-45252.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,314.69 Underlying: Common Stock · 640.03 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 42.75 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 17, 2019 Filed May 20, 2019 21:02 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 7,120 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-19-000062 · primary_doc.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,120 Underlying: Common Stock · 7,120 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the grant date or the date of the Issuer's next annual meeting of shareholders. The vested shares will be automatically deferred and delivered to the reporting person six months after the reporting person's service on the Issuer's Board of Directors ends. Read SEC document |
| April 04, 2019 Filed Apr 5, 2019 12:57 UTC | Macy's, Inc. M · Entity 3820 | Exercise / conversionOption to Purchase Common Stock · Derivative | 10,000 | $0.00 Strike: $11.32 | $0.00 |
DisclosureSEC source: 0000794367-19-000040 · primary_doc.xml · derivative · entry 3 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2019-05-15 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 · derivative.exercise_date: Grant to reporting person of options to purchase 10,000 shares of common stock under the Issuer's 1994 Stock Incentive Plan. The options became exercisable in 25% increments on May 15, 2010, May 15, 2011, May 15, 2012, and May 15, 2013. Read SEC document |
| April 04, 2019 Filed Apr 5, 2019 12:57 UTC | Macy's, Inc. M · Entity 3820 | SaleCommon Stock | 6,250 | $25.76 | $161,008.13 |
DisclosureSEC source: 0000794367-19-000040 · primary_doc.xml · nonDerivative · entry 2 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,842 Read SEC document |
| April 04, 2019 Filed Apr 5, 2019 12:57 UTC | Macy's, Inc. M · Entity 3820 | Exercise / conversionCommon Stock | 10,000 | $11.32 | $113,200.00 |
DisclosureSEC source: 0000794367-19-000040 · primary_doc.xml · nonDerivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,092 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 |
| March 29, 2019 Filed Apr 2, 2019 20:55 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 702.73 | $58.70 | $41,250.25 |
DisclosureSEC source: 0001214659-19-002490 · marketforms-44740.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,631.91 Underlying: Common Stock · 702.73 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 43.44 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 22:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 784.45 | $51.31 | $40,250.13 |
DisclosureSEC source: 0001214659-19-000025 · marketforms-43610.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,532.33 Underlying: Common Stock · 784.45 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 32.80 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 28, 2018 Filed Oct 1, 2018 19:31 UTC Amendment | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 594.89 | $67.66 | $40,250.26 |
DisclosureSEC source: 0001214659-18-006234 · marketforms-42986.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,715.09 Underlying: Common Stock · 594.89 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 26.57 shares acquired through dividend reinvestment since the reporting person's last report. F4 · balance_after: The form is being amended to reflect the correct number of shares shown in Column 9 of this Form 4. 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.