Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LINCOLN NATIONAL CORPLNC · Entity 3631 | Director | March 31, 2017 | April 04, 2017 |
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 March 31, 2017 · Filed April 04, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security | Direct | 28,814.6 |
Reported balance
After 2017-03-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-03-31 · Grant · Acquired 614.97 · Balance 28,814.6 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 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: Includes 118.16 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 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: Includes 118.16 shares acquired through dividend reinvestment since the reporting person's last report.
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 |
|---|---|---|---|---|---|---|
| March 31, 2017 Filed Apr 4, 2017 20:45 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 614.97 | $65.45 | $40,249.79 |
DisclosureSEC source: 0001214659-17-002356 · marketforms-38501.xml · derivative · entry 1 PAYNE WILLIAM PORTER · CIK 0001180449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,814.6 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 118.16 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 22:58 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 607.36 | $66.27 | $40,249.75 |
DisclosureSEC source: 0001214659-17-000101 · marketforms-37513.xml · derivative · entry 1 PAYNE WILLIAM PORTER · CIK 0001180449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,081.46 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 139.95 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 14, 2016 Filed Dec 14, 2016 20:09 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,872 | $0.00 Strike: $29.54 | $0.00 |
DisclosureSEC source: 0001214659-16-015324 · marketforms-37368.xml · derivative · entry 5 PAYNE WILLIAM PORTER · CIK 0001180449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,872 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. Read SEC document |
| December 14, 2016 Filed Dec 14, 2016 20:09 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,114 | $0.00 Strike: $24.99 | $0.00 |
DisclosureSEC source: 0001214659-16-015324 · marketforms-37368.xml · derivative · entry 4 PAYNE WILLIAM PORTER · CIK 0001180449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,114 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. Read SEC document |
| December 14, 2016 Filed Dec 14, 2016 20:09 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 10,986 | $66.00 | $725,122.14 |
DisclosureSEC source: 0001214659-16-015324 · marketforms-37368.xml · nonDerivative · entry 3 PAYNE WILLIAM PORTER · CIK 0001180449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,508.33 F2 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $65.95 to $66.13, 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 |
| December 14, 2016 Filed Dec 14, 2016 20:09 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 5,872 | $29.54 | $173,458.88 |
DisclosureSEC source: 0001214659-16-015324 · marketforms-37368.xml · nonDerivative · entry 2 PAYNE WILLIAM PORTER · CIK 0001180449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,494.33 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 14, 2016 Filed Dec 14, 2016 20:09 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 5,112 | $24.99 | $127,748.88 |
DisclosureSEC source: 0001214659-16-015324 · marketforms-37368.xml · nonDerivative · entry 1 PAYNE WILLIAM PORTER · CIK 0001180449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,622.33 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 248.36 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:01 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 856.75 | $46.98 | $40,250.12 |
DisclosureSEC source: 0001214659-16-013924 · marketforms-36352.xml · derivative · entry 1 PAYNE WILLIAM PORTER · CIK 0001180449 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,334.15 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 152.10 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.