Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LINCOLN NATIONAL CORPLNC · Entity 3631 | EVP, President GP | February 27, 2019 | March 01, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
LINCOLN NATIONAL CORP
Report date February 27, 2019 · Filed March 01, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,163.63 |
Ending reported balance
After 2019-02-27 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2019-02-27 · Grant · Acquired 14,926 · Balance 40,457.63 F1: Represents settlement of performance share incentive awards for the 2016-2018 performance cycle. Row 2 · 2019-02-27 · Tax withholding · Disposed 6,629 · Balance 33,828.63 F2: Tax withholding upon vesting of performance shares. Row 3 · 2019-02-27 · Grant · Acquired 3,476 · Balance 37,304.63 F3: 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. Row 4 · 2019-02-27 · Tax withholding · Disposed 141 · Balance 37,163.63 F4: FICA tax withholding on the grant of restricted stock units. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $63.01 · Expires 2029-02-27 | Direct | 16,439 |
Reported balance
After 2019-02-27 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-02-27 · Grant · Acquired 16,439 · Balance 16,439 F5: The option vests in three equal installments on February 27, 2020, 2021 and 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents settlement of performance share incentive awards for the 2016-2018 performance cycle.
F2: Tax withholding upon vesting of performance shares.
F3: 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.
F4: FICA tax withholding on the grant of restricted stock units.
F5: The option vests in three equal installments on February 27, 2020, 2021 and 2022.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 27, 2019 Filed Mar 1, 2019 21:00 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 16,439 | $0.00 Strike: $63.01 | $0.00 |
DisclosureSEC source: 0001214659-19-001695 · marketforms-44302.xml · derivative · entry 5 Mucci Richard L. · CIK 0001748190 · EVP, President GP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,439 Underlying: Common Stock · 16,439 shares Expires 2029-02-27 F5 · 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 21:00 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 141 | $63.01 | $8,884.41 |
DisclosureSEC source: 0001214659-19-001695 · marketforms-44302.xml · nonDerivative · entry 4 Mucci Richard L. · CIK 0001748190 · EVP, President GP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,163.63 F4 · shares: FICA tax withholding on the grant of restricted stock units. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 21:00 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 3,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001695 · marketforms-44302.xml · nonDerivative · entry 3 Mucci Richard L. · CIK 0001748190 · EVP, President GP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,304.63 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 21:00 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 6,629 | $63.01 | $417,693.29 |
DisclosureSEC source: 0001214659-19-001695 · marketforms-44302.xml · nonDerivative · entry 2 Mucci Richard L. · CIK 0001748190 · EVP, President GP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,828.63 F2 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 21:00 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 14,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001695 · marketforms-44302.xml · nonDerivative · entry 1 Mucci Richard L. · CIK 0001748190 · EVP, President GP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,457.63 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 17:42 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 2,249 | $62.81 | $141,259.69 |
DisclosureSEC source: 0001214659-19-001513 · marketforms-44244.xml · nonDerivative · entry 1 Mucci Richard L. · CIK 0001748190 · EVP, President GP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,531.63 F1 · shares: Tax withholding upoon vesting of restricted stock units. F2 · balance_after: Includes 172.80 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.