Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LINCOLN NATIONAL CORPLNC · Entity 3631 | EVP & General Counsel | February 21, 2018 | February 23, 2018 |
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 21, 2018 · Filed February 23, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,102.28 |
Reported balance
After 2018-02-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-02-21 · Grant · Acquired 3,455 · Balance 42,102.28 F1: Grant of restricted stock units representing a contingent right to receive shares of LNC common Stock that vest on February 21, 2021. F2: Includes 612.61 shares acquired through dividend reinvestment since the reporting person's last report. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $78.32 · Expires 2028-02-21 | Direct | 14,151 |
Reported balance
After 2018-02-21 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-02-21 · Grant · Acquired 14,151 · Balance 14,151 F3: The option vests in three equal annual installments on February 21, 2019, 2020 and 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units representing a contingent right to receive shares of LNC common Stock that vest on February 21, 2021.
F2: Includes 612.61 shares acquired through dividend reinvestment since the reporting person's last report.
F3: The option vests in three equal annual installments on February 21, 2019, 2020 and 2021.
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 21, 2018 Filed Feb 23, 2018 21:49 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 14,151 | $0.00 Strike: $78.32 | $0.00 |
DisclosureSEC source: 0001214659-18-001515 · marketforms-41103.xml · derivative · entry 2 Hicks Kirkland L · CIK 0001560377 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,151 Underlying: Common Stock · 14,151 shares Expires 2028-02-21 F3 · 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 21:49 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 3,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-001515 · marketforms-41103.xml · nonDerivative · entry 1 Hicks Kirkland L · CIK 0001560377 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,102.28 F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common Stock that vest on February 21, 2021. F2 · balance_after: Includes 612.61 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:14 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 13,621 | $0.00 Strike: $71.70 | $0.00 |
DisclosureSEC source: 0001214659-17-001352 · marketforms-38026.xml · derivative · entry 2 Hicks Kirkland L · CIK 0001560377 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,761 Underlying: Common Stock · 4,761 shares Expires 2027-02-22 F3 · 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 21:14 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 3,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001352 · marketforms-38026.xml · nonDerivative · entry 1 Hicks Kirkland L · CIK 0001560377 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,034.66 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 22, 2019. F2 · balance_after: Includes 707.66 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 22, 2017 Filed Mar 17, 2017 20:04 UTC Amendment | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 13,621 | $0.00 Strike: $71.70 | $0.00 |
DisclosureSEC source: 0001214659-17-002049 · marketforms-38420.xml · derivative · entry 1 Hicks Kirkland L · CIK 0001560377 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,621 Underlying: Common Stock · 13,621 shares Expires 2027-02-22 F1 · derivative.exercise_date: The option vests in three equal annual installments on February 22, 2018, 2019 and 2020. F2 · balance_after: The form is being amended to reflect the correct number of options shown in Columns 7 and 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.