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 28, 2018 Filed Oct 1, 2018 18:10 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 594.89 | $67.66 | $40,250.26 |
DisclosureSEC source: 0001214659-18-006221 · marketforms-42977.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,120.2 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. Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 15:38 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 646.59 | $62.25 | $40,250.23 |
DisclosureSEC source: 0001214659-18-004725 · marketforms-42399.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,447.05 Underlying: Common Stock · 646.59 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 22.46 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 18, 2018 Filed May 21, 2018 20:12 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 4,565 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-18-000058 · primary_doc.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,565 Underlying: Common Stock · 4,565 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 |
| May 18, 2018 Filed Jan 22, 2019 19:59 UTC Amendment | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 4,564 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-19-000006 · primary_doc.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,564 Underlying: Common Stock · 4,564 shares Expires not disclosed F1 · security: This amended Form 4 is being filed to correct the number of Restricted Stock Units granted on May 18, 2018, which were previously reported incorrectly. As of May 18, 2018, the reporting person was granted 4,564 Restricted Stock Units. F2 · derivative.exercise_price: Each restricted stock unit represents the equivalent of one share of the Issuer's common stock. F3 · 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. F3 · 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 |
| May 04, 2018 Filed May 22, 2018 20:35 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | PurchaseCommon Stock | 1,000 | $67.09 | $67,085.90 |
DisclosureSEC source: 0001214659-18-003948 · marketforms-42080.xml · nonDerivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Read SEC document |
| March 29, 2018 Filed Apr 3, 2018 22:47 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 550.92 | $73.06 | $40,250.22 |
DisclosureSEC source: 0001214659-18-002619 · marketforms-41601.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,778 Underlying: Common Stock · 550.92 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 16.18 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 15:37 UTC | Macy's, Inc. M · Entity 3820 | Exercise / conversionOption to Purchase Common Stock · Derivative | 10,000 | $0.00 Strike: $25.32 | $0.00 |
DisclosureSEC source: 0000794367-18-000022 · primary_doc.xml · derivative · entry 6 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2018-05-16 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 16, 2009, May 16, 2010, May 16, 2011, and May 16, 2012. Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 15:37 UTC | Macy's, Inc. M · Entity 3820 | SaleCommon Stock | 1,222 | $29.26 | $35,749.61 |
DisclosureSEC source: 0000794367-18-000022 · primary_doc.xml · nonDerivative · entry 5 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,092 Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 15:37 UTC | Macy's, Inc. M · Entity 3820 | SaleCommon Stock | 2,100 | $29.25 | $61,427.10 |
DisclosureSEC source: 0000794367-18-000022 · primary_doc.xml · nonDerivative · entry 4 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,314 Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 15:37 UTC | Macy's, Inc. M · Entity 3820 | SaleCommon Stock | 592 | $29.25 | $17,316.00 |
DisclosureSEC source: 0000794367-18-000022 · primary_doc.xml · nonDerivative · entry 3 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,414 Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 15:37 UTC | Macy's, Inc. M · Entity 3820 | SaleCommon Stock | 5,178 | $29.25 | $151,430.61 |
DisclosureSEC source: 0000794367-18-000022 · primary_doc.xml · nonDerivative · entry 2 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,006 Read SEC document |
| March 08, 2018 Filed Mar 9, 2018 15:37 UTC | Macy's, Inc. M · Entity 3820 | Exercise / conversionCommon Stock | 10,000 | $25.32 | $253,200.00 |
DisclosureSEC source: 0000794367-18-000022 · primary_doc.xml · nonDerivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,184 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 |
| December 29, 2017 Filed Jan 3, 2018 14:26 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 523.61 | $76.87 | $40,249.90 |
DisclosureSEC source: 0001214659-18-000067 · marketforms-40600.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,210.91 Underlying: Common Stock · 523.61 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 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 14.10 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 13:44 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 547.77 | $73.48 | $40,250.14 |
DisclosureSEC source: 0001214659-17-005885 · marketforms-39823.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,673.2 Underlying: Common Stock · 547.77 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 12.27 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 19:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 595.59 | $67.58 | $40,249.97 |
DisclosureSEC source: 0001214659-17-004301 · marketforms-39188.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,113.16 Underlying: Common Stock · 595.59 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 10.98 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 19, 2017 Filed May 23, 2017 19:15 UTC | Macy's, Inc. M · Entity 3820 | GrantRestricted Stock Units · Derivative | 6,084 | $0.00 | $0.00 |
DisclosureSEC source: 0000794367-17-000066 · primary_doc.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,084 Underlying: Common Stock · 6,084 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, 2017 Filed Apr 4, 2017 20:26 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 614.97 | $65.45 | $40,249.79 |
DisclosureSEC source: 0001214659-17-002344 · marketforms-38494.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,506.6 Underlying: Common Stock · 614.97 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 7.93 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 22:53 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 607.36 | $66.27 | $40,249.75 |
DisclosureSEC source: 0001214659-17-000093 · marketforms-37520.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,883.7 Underlying: Common Stock · 607.36 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 6.50 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 20:59 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 856.75 | $46.98 | $40,250.12 |
DisclosureSEC source: 0001214659-16-013916 · marketforms-36345.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,269.83 Underlying: Common Stock · 856.75 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 2.37 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| January 27, 2009 Filed Jan 29, 2009 22:36 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantRestricted Stock Unit · Derivative | 25,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-005398 · doc4.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · President, U.S. Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,625 Underlying: Common Stock · 25,625 shares Expires 2010-02-01 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Eli Lilly and Company common stock. Read SEC document |
| February 01, 2008 Filed Feb 5, 2008 20:39 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 6,432 | $51.52 | $331,376.64 |
DisclosureSEC source: 0001209191-08-007711 · doc4.xml · nonDerivative · entry 1 Connelly Deirdre P · CIK 0001303417 · President, Lilly USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,681 Read SEC document |
| January 25, 2008 Filed Jan 29, 2008 21:13 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 26,276 | $50.74 | $1,333,244.24 |
DisclosureSEC source: 0001209191-08-006202 · doc4.xml · nonDerivative · entry 1 Connelly Deirdre P · CIK 0001303417 · President, Lilly USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,113 Read SEC document |
| February 01, 2007 Filed Feb 5, 2007 23:25 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 3,925 | $54.12 | $212,421.00 |
DisclosureSEC source: 0001209191-07-007668 · doc4.xml · nonDerivative · entry 1 Connelly Deirdre P · CIK 0001303417 · President, Lilly USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,837 Read SEC document |
| January 17, 2007 Filed Jan 19, 2007 20:37 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 20,025 | $52.86 | $1,058,521.50 |
DisclosureSEC source: 0001209191-07-004344 · doc4.xml · nonDerivative · entry 1 Connelly Deirdre P · CIK 0001303417 · President, Lilly USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,762 Read SEC document |
| December 14, 2006 Filed Dec 18, 2006 20:49 UTC | ELI LILLY & Co LLY · Entity 2794 | SaleCommon Stock | 2,141 | $54.12 | $115,870.92 |
DisclosureSEC source: 0001209191-06-065470 · doc4.xml · nonDerivative · entry 1 Connelly Deirdre P · CIK 0001303417 · President, Lilly USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,737 Read SEC document |
| August 08, 2006 Filed Aug 9, 2006 18:20 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionEmployee stock option 10/96 (right to buy) · Derivative | 2,800 | $0.00 Strike: $34.60 | $0.00 |
DisclosureSEC source: 0001209191-06-045145 · doc4.xml · derivative · entry 4 Connelly Deirdre P · CIK 0001303417 · President, Lilly USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,800 shares Expires 2006-10-20 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 |
| August 08, 2006 Filed Aug 9, 2006 18:20 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 2,080 | $55.13 | $114,670.40 |
DisclosureSEC source: 0001209191-06-045145 · doc4.xml · nonDerivative · entry 2 Connelly Deirdre P · CIK 0001303417 · President, Lilly USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,878 Read SEC document |
| August 08, 2006 Filed Aug 9, 2006 18:20 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 2,800 | $34.60 | $96,866.00 |
DisclosureSEC source: 0001209191-06-045145 · doc4.xml · nonDerivative · entry 1 Connelly Deirdre P · CIK 0001303417 · President, Lilly USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,958 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 10, 2006 Filed Feb 14, 2006 22:02 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantEmployee stock option 2/06 (right to buy) · Derivative | 45,181 | $0.00 Strike: $56.18 | $0.00 |
DisclosureSEC source: 0001209191-06-010483 · doc4.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · President, Lilly USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,181 Underlying: Common Stock · 45,181 shares Expires 2016-02-09 Read SEC document |
| January 20, 2006 Filed Jan 24, 2006 20:09 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 12,579 | $57.04 | $717,506.16 |
DisclosureSEC source: 0001209191-06-004701 · doc4.xml · nonDerivative · entry 1 Connelly Deirdre P · CIK 0001303417 · President, Lilly USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,158 Read SEC document |
| August 17, 2005 Filed Aug 19, 2005 19:40 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionEmployee stock option 10/95 (right to buy) · Derivative | 2,800 | $0.00 Strike: $23.41 | $0.00 |
DisclosureSEC source: 0001209191-05-043704 · doc4.xml · derivative · entry 7 Connelly Deirdre P · CIK 0001303417 · President, Lilly USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,800 shares Expires 2005-10-15 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. Read SEC document |
| August 17, 2005 Filed Aug 19, 2005 19:40 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionEmployee stock option 10/95 (right to buy) · Derivative | 2,800 | $0.00 Strike: $23.41 | $0.00 |
DisclosureSEC source: 0001209191-05-043704 · doc4.xml · derivative · entry 6 Connelly Deirdre P · CIK 0001303417 · President, Lilly USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 Underlying: Common Stock · 2,800 shares Expires 2005-10-15 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. Read SEC document |
| August 17, 2005 Filed Aug 19, 2005 19:40 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 1,243 | $52.73 | $65,543.39 |
DisclosureSEC source: 0001209191-05-043704 · doc4.xml · nonDerivative · entry 4 Connelly Deirdre P · CIK 0001303417 · President, Lilly USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,579 Read SEC document |
| August 17, 2005 Filed Aug 19, 2005 19:40 UTC | ELI LILLY & Co LLY · Entity 2794 | Tax withholdingCommon Stock | 1,721 | $52.90 | $91,040.90 |
DisclosureSEC source: 0001209191-05-043704 · doc4.xml · nonDerivative · entry 3 Connelly Deirdre P · CIK 0001303417 · President, Lilly USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,822 Read SEC document |
| August 17, 2005 Filed Aug 19, 2005 19:40 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 2,800 | $23.41 | $65,541.00 |
DisclosureSEC source: 0001209191-05-043704 · doc4.xml · nonDerivative · entry 2 Connelly Deirdre P · CIK 0001303417 · President, Lilly USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,543 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 |
| August 17, 2005 Filed Aug 19, 2005 19:40 UTC | ELI LILLY & Co LLY · Entity 2794 | Exercise / conversionCommon Stock | 2,800 | $23.41 | $65,541.00 |
DisclosureSEC source: 0001209191-05-043704 · doc4.xml · nonDerivative · entry 1 Connelly Deirdre P · CIK 0001303417 · President, Lilly USA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,743 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 11, 2005 Filed Feb 15, 2005 21:45 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantEmployee stock option (right to buy) · Derivative | 49,704 | $0.00 Strike: $55.65 | $0.00 |
DisclosureSEC source: 0000059478-05-000057 · doc4.xml · derivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Senior VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,704 Underlying: Common Stock · 49,704 shares Expires 2015-02-10 Read SEC document |
| January 14, 2005 Filed Jan 18, 2005 20:10 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 569 | $56.79 | $32,313.51 |
DisclosureSEC source: 0000059478-05-000025 · doc4.xml · nonDerivative · entry 1 Connelly Deirdre P · CIK 0001303417 · Senior VP, Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,893 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.