Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC.AIG · Entity 3083 | EVP Ent Desgn and L&R Sep | April 12, 2021 | April 14, 2021 |
| LINCOLN NATIONAL CORPLNC · Entity 3631 | EVP, Ch Pple Place Brand Off | February 21, 2021 | February 23, 2021 |
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.
AMERICAN INTERNATIONAL GROUP, INC.
Report date April 12, 2021 · Filed April 14, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 2021 Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,160 |
Reported balance
After 2021-04-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-04-12 · Grant · Acquired 9,160 · Balance 9,160 F1: The 2021 Restricted Stock Units, Restricted Stock Units and Sign-on Restricted Stock Units convert to AIG Common Stock on a 1-to-1 basis. F2: Represents the grant of 2021 Restricted Stock Units. The 2021 Restricted Stock Units vest on January 1, 2024, subject to the reporting person's continued employment through the vesting date, and are settled in shares of AIG Common Stock. |
| 2021 Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $47.16 · Expires 2031-04-12 | Direct | 33,549 |
Reported balance
After 2021-04-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-04-12 · Grant · Acquired 33,549 · Balance 33,549 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 56,832 |
Reported balance
After 2021-04-12 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-04-12 · Grant · Acquired 56,832 · Balance 56,832 F1: The 2021 Restricted Stock Units, Restricted Stock Units and Sign-on Restricted Stock Units convert to AIG Common Stock on a 1-to-1 basis. F3: Represents the grant of Restricted Stock Units. 27,784 of the Restricted Stock Units vest on April 12, 2022, and 29,048 on March 1, 2023, subject to the reporting person's continued employment through the vesting date, and are settled in shares of AIG Common Stock. |
| Sign-on Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 25,258 |
Reported balance
After 2021-04-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-04-12 · Grant · Acquired 25,258 · Balance 25,258 F1: The 2021 Restricted Stock Units, Restricted Stock Units and Sign-on Restricted Stock Units convert to AIG Common Stock on a 1-to-1 basis. F4: Represents the grant of Sign-on Restricted Stock Units. The Sign-on Restricted Stock Units vest fifty percent on April 12, 2022, and fifty percent on April 1, 2023, subject to the reporting person's continued employment through the vesting date, and are settled in shares of AIG Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The 2021 Restricted Stock Units, Restricted Stock Units and Sign-on Restricted Stock Units convert to AIG Common Stock on a 1-to-1 basis.
F2: Represents the grant of 2021 Restricted Stock Units. The 2021 Restricted Stock Units vest on January 1, 2024, subject to the reporting person's continued employment through the vesting date, and are settled in shares of AIG Common Stock.
F3: Represents the grant of Restricted Stock Units. 27,784 of the Restricted Stock Units vest on April 12, 2022, and 29,048 on March 1, 2023, subject to the reporting person's continued employment through the vesting date, and are settled in shares of AIG Common Stock.
F4: Represents the grant of Sign-on Restricted Stock Units. The Sign-on Restricted Stock Units vest fifty percent on April 12, 2022, and fifty percent on April 1, 2023, subject to the reporting person's continued employment through the vesting date, and are settled in shares of AIG Common Stock.
LINCOLN NATIONAL CORP
Report date February 21, 2021 · Filed February 23, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 85,928.29 |
Reported balance
After 2021-02-21 transaction · row 1
1 source rowRow 1 · 2021-02-21 · Tax withholding · Disposed 1,277 · Balance 85,928.29 F1: Tax withholding upon vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Tax withholding upon vesting of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| April 12, 2021 Filed Apr 14, 2021 20:20 UTC | AMERICAN INTERNATIONAL GROUP, INC. AIG · Entity 3083 | GrantSign-on Restricted Stock Units · Derivative | 25,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-006761 · doc4.xml · derivative · entry 4 Buckingham Lisa · CIK 0001451031 · EVP Ent Desgn and L&R Sep 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,258 Underlying: Common Stock · 25,258 shares Expires not disclosed F1 · derivative.exercise_price: The 2021 Restricted Stock Units, Restricted Stock Units and Sign-on Restricted Stock Units convert to AIG Common Stock on a 1-to-1 basis. F4 · shares: Represents the grant of Sign-on Restricted Stock Units. The Sign-on Restricted Stock Units vest fifty percent on April 12, 2022, and fifty percent on April 1, 2023, subject to the reporting person's continued employment through the vesting date, and are settled in shares of AIG Common Stock. F4 · derivative.exercise_date: Represents the grant of Sign-on Restricted Stock Units. The Sign-on Restricted Stock Units vest fifty percent on April 12, 2022, and fifty percent on April 1, 2023, subject to the reporting person's continued employment through the vesting date, and are settled in shares of AIG Common Stock. F4 · derivative.expiration_date: Represents the grant of Sign-on Restricted Stock Units. The Sign-on Restricted Stock Units vest fifty percent on April 12, 2022, and fifty percent on April 1, 2023, subject to the reporting person's continued employment through the vesting date, and are settled in shares of AIG Common Stock. Read SEC document |
| April 12, 2021 Filed Apr 14, 2021 20:20 UTC | AMERICAN INTERNATIONAL GROUP, INC. AIG · Entity 3083 | GrantRestricted Stock Units · Derivative | 56,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-006761 · doc4.xml · derivative · entry 3 Buckingham Lisa · CIK 0001451031 · EVP Ent Desgn and L&R Sep 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,832 Underlying: Common Stock · 56,832 shares Expires not disclosed F1 · derivative.exercise_price: The 2021 Restricted Stock Units, Restricted Stock Units and Sign-on Restricted Stock Units convert to AIG Common Stock on a 1-to-1 basis. F3 · shares: Represents the grant of Restricted Stock Units. 27,784 of the Restricted Stock Units vest on April 12, 2022, and 29,048 on March 1, 2023, subject to the reporting person's continued employment through the vesting date, and are settled in shares of AIG Common Stock. F3 · derivative.exercise_date: Represents the grant of Restricted Stock Units. 27,784 of the Restricted Stock Units vest on April 12, 2022, and 29,048 on March 1, 2023, subject to the reporting person's continued employment through the vesting date, and are settled in shares of AIG Common Stock. F3 · derivative.expiration_date: Represents the grant of Restricted Stock Units. 27,784 of the Restricted Stock Units vest on April 12, 2022, and 29,048 on March 1, 2023, subject to the reporting person's continued employment through the vesting date, and are settled in shares of AIG Common Stock. Read SEC document |
| April 12, 2021 Filed Apr 14, 2021 20:20 UTC | AMERICAN INTERNATIONAL GROUP, INC. AIG · Entity 3083 | Grant2021 Stock Options (Right to Buy) · Derivative | 33,549 | $0.00 Strike: $47.16 | $0.00 |
DisclosureSEC source: 0001225208-21-006761 · doc4.xml · derivative · entry 2 Buckingham Lisa · CIK 0001451031 · EVP Ent Desgn and L&R Sep 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,549 Underlying: Common Stock · 33,549 shares Expires 2031-04-12 Read SEC document |
| April 12, 2021 Filed Apr 14, 2021 20:20 UTC | AMERICAN INTERNATIONAL GROUP, INC. AIG · Entity 3083 | Grant2021 Restricted Stock Units · Derivative | 9,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-006761 · doc4.xml · derivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP Ent Desgn and L&R Sep 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,160 Underlying: Common Stock · 9,160 shares Expires not disclosed F1 · derivative.exercise_price: The 2021 Restricted Stock Units, Restricted Stock Units and Sign-on Restricted Stock Units convert to AIG Common Stock on a 1-to-1 basis. F2 · shares: Represents the grant of 2021 Restricted Stock Units. The 2021 Restricted Stock Units vest on January 1, 2024, subject to the reporting person's continued employment through the vesting date, and are settled in shares of AIG Common Stock. F2 · derivative.exercise_date: Represents the grant of 2021 Restricted Stock Units. The 2021 Restricted Stock Units vest on January 1, 2024, subject to the reporting person's continued employment through the vesting date, and are settled in shares of AIG Common Stock. F2 · derivative.expiration_date: Represents the grant of 2021 Restricted Stock Units. The 2021 Restricted Stock Units vest on January 1, 2024, subject to the reporting person's continued employment through the vesting date, and are settled in shares of AIG Common Stock. Read SEC document |
| February 21, 2021 Filed Feb 23, 2021 21:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 1,277 | $55.56 | $70,950.12 |
DisclosureSEC source: 0001214659-21-002286 · marketforms-51230.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,928.29 F1 · shares: Tax withholding upon vesting of restricted stock units. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:36 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 30,942 | $0.00 Strike: $53.54 | $0.00 |
DisclosureSEC source: 0001214659-21-002204 · marketforms-51560.xml · derivative · entry 2 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,942 Underlying: Common Stock · 30,942 shares Expires 2031-02-18 F2 · derivative.exercise_date: The option vests in three equal installments on February 18, 2022, 2023 and 2024. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:36 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 9,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002204 · marketforms-51560.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,205.29 F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on February 18, 2024. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:31 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 290 | $54.52 | $15,810.80 |
DisclosureSEC source: 0001214659-21-002131 · marketforms-51229.xml · nonDerivative · entry 2 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,597.29 F2 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:31 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 884 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002131 · marketforms-51229.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,887.29 F1 · shares: Represents settlement of performance share incentive awards for the 2018-2020 performance cycle. F3 · balance_after: Includes 176.54 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 21:35 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 167 | $39.36 | $6,573.12 |
DisclosureSEC source: 0001214659-20-009602 · marketforms-50052.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,826.75 F1 · balance_after: Includes 660.54 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 13, 2020 Filed Mar 13, 2020 20:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | PurchaseCommon Stock | 2,000 | $26.82 | $53,640.00 |
DisclosureSEC source: 0001214659-20-002613 · marketforms-48310.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,333.22 Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 13:03 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | PurchaseCommon Stock | 1,500 | $32.67 | $49,005.00 |
DisclosureSEC source: 0001214659-20-002454 · marketforms-48266.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,333.22 Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 15:24 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stcok | 1,599 | $59.77 | $95,572.23 |
DisclosureSEC source: 0001214659-20-001801 · marketforms-47688.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,833.22 F1 · shares: Tax withholding upon vesting of restricted stock units. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 18:45 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 34,494 | $0.00 Strike: $60.86 | $0.00 |
DisclosureSEC source: 0001214659-20-001669 · marketforms-47818.xml · derivative · entry 4 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,494 Underlying: Common Stock · 34,494 shares Expires 2030-02-19 F4 · derivative.exercise_date: The option vests in three equal installments on February 19, 2021, 2022 and 2023. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 18:45 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 7,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-001669 · marketforms-47818.xml · nonDerivative · entry 3 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,434.16 F3 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on February 19, 2023. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 18:45 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 2,005 | $60.86 | $122,024.30 |
DisclosureSEC source: 0001214659-20-001669 · marketforms-47818.xml · nonDerivative · entry 2 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,234.16 F2 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 18:45 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 7,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-001669 · marketforms-47818.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,239.16 F1 · shares: Represents settlement of performance share incentive awards for the 2017-2019 performance cycle. F5 · balance_after: Includes 131.27 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 16:45 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 256 | $58.03 | $14,855.68 |
DisclosureSEC source: 0001214659-19-007300 · marketforms-46120.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,947.89 F1 · balance_after: Includes 225.69 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 19:06 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 8,500 | $62.70 | $532,950.00 |
DisclosureSEC source: 0001214659-19-004231 · marketforms-45226.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,978.2 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.69 to $62.78, inclusive. The reporting person undertakes to provide Lincoln National Corporation, any security holder of Lincoln National Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote 1. F2 · balance_after: Includes 99.77 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 20:58 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 31,964 | $0.00 Strike: $63.01 | $0.00 |
DisclosureSEC source: 0001214659-19-001689 · marketforms-44295.xml · derivative · entry 4 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,964 Underlying: Common Stock · 31,964 shares Expires 2029-02-27 F4 · derivative.exercise_date: The option vests in three equal installments on February 27, 2020, 2021 and 2022. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 20:58 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 6,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001689 · marketforms-44295.xml · nonDerivative · entry 3 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,378.43 F3 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on February 27, 2022. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 20:58 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 11,161 | $63.01 | $703,254.61 |
DisclosureSEC source: 0001214659-19-001689 · marketforms-44295.xml · nonDerivative · entry 2 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,620.43 F2 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 20:58 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 26,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001689 · marketforms-44295.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,781.43 F1 · shares: Represents settlement of performance share incentive awards for the 2016-2018 performance cycle. Read SEC document |
| February 24, 2019 Filed Feb 26, 2019 17:40 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stcok | 3,797 | $62.81 | $238,489.57 |
DisclosureSEC source: 0001214659-19-001509 · marketforms-44227.xml · nonDerivative · entry 2 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,511.43 F1 · shares: Tax withholding upon vesting of restricted stock units. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 17:40 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stcok | 462 | $62.81 | $29,018.22 |
DisclosureSEC source: 0001214659-19-001509 · marketforms-44227.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP, Ch Pple Place Brand Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,309.53 F1 · shares: Tax withholding upon vesting of restricted stock units. F2 · balance_after: Includes 135.39 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 26, 2018 Filed Nov 28, 2018 19:08 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 284 | $62.46 | $17,738.64 |
DisclosureSEC source: 0001214659-18-007321 · marketforms-43333.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,636.81 F1 · balance_after: Includes 322.58 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 12, 2018 Filed Mar 13, 2018 16:08 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 12,966 | $29.54 Strike: $29.54 | $383,015.64 |
DisclosureSEC source: 0001214659-18-002078 · marketforms-41392.xml · derivative · entry 3 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,966 shares Expires 2023-02-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The option vested in three equal installments on February 28, 2014, 2015 and 2016. Read SEC document |
| March 12, 2018 Filed Mar 13, 2018 16:08 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 24,537 | $78.39 | $1,923,470.15 |
DisclosureSEC source: 0001214659-18-002078 · marketforms-41392.xml · nonDerivative · entry 2 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,598.23 F1 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $78.30 to $78.51, inclusive. The reporting person undertakes to provide Lincoln National Corporation, any security holder of Lincoln National Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote 1 to this Form. Read SEC document |
| March 12, 2018 Filed Mar 13, 2018 16:08 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 12,996 | $29.54 | $383,901.84 |
DisclosureSEC source: 0001214659-18-002078 · marketforms-41392.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,135.23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 22:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 2,466 | $78.02 | $192,397.32 |
DisclosureSEC source: 0001214659-18-001624 · marketforms-41184.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,139.23 F1 · shares: Tax withholding upon vesting of restricted stock units. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 21:47 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 452 | $77.03 | $34,817.56 |
DisclosureSEC source: 0001214659-18-001510 · marketforms-41097.xml · nonDerivative · entry 4 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,605.6 F4 · shares: Tax withholding upon vesting of restricted stock units. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:47 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 19,864 | $0.00 Strike: $78.32 | $0.00 |
DisclosureSEC source: 0001214659-18-001510 · marketforms-41097.xml · derivative · entry 5 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,864 Underlying: Common Stock · 19,864 shares Expires 2028-02-21 F5 · derivative.exercise_date: The option vests in three equal annual installments on February 21, 2019, 2020 and 2021. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:47 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 4,849 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-001510 · marketforms-41097.xml · nonDerivative · entry 3 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,058.07 F3 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common Stock that vest on February 21, 2021. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:47 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 4,013 | $78.32 | $314,298.16 |
DisclosureSEC source: 0001214659-18-001510 · marketforms-41097.xml · nonDerivative · entry 2 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,209.07 F2 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:47 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 11,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-001510 · marketforms-41097.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,222.07 F1 · shares: Represents settlement of performance share incentive awards for the 2015-2017 performance cycle. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 23:06 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 9,462 | $0.00 Strike: $29.54 | $0.00 |
DisclosureSEC source: 0001214659-18-000967 · marketforms-40954.xml · derivative · entry 3 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,534 Underlying: Common Stock · 9,462 shares Expires 2023-02-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option vested in three equal installments on February 28, 2014, 2015 and 2016. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 23:06 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 9,462 | $84.51 | $799,671.47 |
DisclosureSEC source: 0001214659-18-000967 · marketforms-40954.xml · nonDerivative · entry 2 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,616.07 F2 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $84.50 to $84.54, inclusive. The reporting person undertakes to provide Lincoln National Corporation, any security holder of Lincoln National Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote 1 to this Form. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 23:06 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 9,462 | $29.54 | $279,507.48 |
DisclosureSEC source: 0001214659-18-000967 · marketforms-40954.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,078.07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 89.70 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 10, 2017 Filed Nov 13, 2017 23:52 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 214 | $73.49 | $15,726.86 |
DisclosureSEC source: 0001214659-17-006630 · marketforms-40137.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,526.38 F1 · balance_after: Includes 284.24 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 21:46 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 2,785 | $70.82 | $197,233.70 |
DisclosureSEC source: 0001214659-17-001419 · marketforms-38093.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,456.14 F1 · shares: Tax withholding upon vesting of restricted stock units. Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 21:12 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 2,275 | $71.83 | $163,421.44 |
DisclosureSEC source: 0001214659-17-001348 · marketforms-38018.xml · nonDerivative · entry 4 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,241.14 F4 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $71.82 to $71.85, inclusive. The reporting person undertakes to provide Lincoln National Corporation, any security holder of Lincoln National Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote 4 to this Form. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:12 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 18,757 | $0.00 Strike: $71.70 | $0.00 |
DisclosureSEC source: 0001214659-17-001348 · marketforms-38018.xml · derivative · entry 5 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,757 Underlying: Common Stock · 18,757 shares Expires 2027-02-22 F5 · derivative.exercise_date: The option vests in three equal annual installments on February 22, 2018, 2019 and 2020. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:12 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 8,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001348 · marketforms-38018.xml · nonDerivative · entry 3 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,516.14 F3 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common Stock. 5,045 of the restricted stock units vest on February 22, 2019. 3,139 of the restricted stock units vest in three equal annual installments on February 22, 2018, 2019 and 2020. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:12 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 6,629 | $71.70 | $475,299.30 |
DisclosureSEC source: 0001214659-17-001348 · marketforms-38018.xml · nonDerivative · entry 2 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,332.14 F2 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:12 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 14,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001348 · marketforms-38018.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,961.14 F1 · shares: Represents settlement of performance share incentive awards for the 2014-2016 performance cycle. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 22:12 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,595 | $0.00 Strike: $24.99 | $0.00 |
DisclosureSEC source: 0001214659-17-001278 · marketforms-38002.xml · derivative · entry 5 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,595 shares Expires 2022-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option vested in three equal installments on February 22, 2013, 2014 and 2015. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 22:12 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $29.54 | $0.00 |
DisclosureSEC source: 0001214659-17-001278 · marketforms-38002.xml · derivative · entry 4 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,458 Underlying: Common Stock · 25,000 shares Expires 2023-02-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option vested in three equal installments on February 23, 2012, 2013 and 2014. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 22:12 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 28,595 | $73.10 | $2,090,237.31 |
DisclosureSEC source: 0001214659-17-001278 · marketforms-38002.xml · nonDerivative · entry 3 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,265.14 F2 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $60.91 to $61.14, inclusive. The reporting person undertakes to provide Lincoln National Corporation, any security holder of Lincoln National Corporation, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote 2 to this Form. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 22:12 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 3,595 | $24.99 | $89,839.05 |
DisclosureSEC source: 0001214659-17-001278 · marketforms-38002.xml · nonDerivative · entry 2 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,860.14 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 16, 2017 Filed Feb 21, 2017 22:12 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 25,000 | $29.54 | $738,500.00 |
DisclosureSEC source: 0001214659-17-001278 · marketforms-38002.xml · nonDerivative · entry 1 Buckingham Lisa · CIK 0001451031 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,265.14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 88.33 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.