Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLACKLINE, INC.BL · Entity 4556 | Director · Chief Executive Officer | August 20, 2026 | August 24, 2026 |
| LINCOLN NATIONAL CORPLNC · Entity 3631 | Director | September 30, 2026 | October 03, 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.
BLACKLINE, INC.
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 390,911 |
Ending reported balance
After 2026-08-20 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-20 · Tax withholding · Disposed 2,235 · Balance 395,376 F1: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Row 2 · 2026-08-20 · Tax withholding · Disposed 2,027 · Balance 393,349 F1: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Row 3 · 2026-08-20 · Tax withholding · Disposed 2,438 · Balance 390,911 F1: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units.
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 | 26,031.8 |
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 26,031.8 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 240.90 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 240.90 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 |
|---|---|---|---|---|---|---|
| February 09, 2024 Filed Feb 12, 2024 21:28 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | PurchaseCommon Stock | 10,000 | $25.90 | $259,000.00 |
DisclosureSEC source: 0001214659-24-002306 · marketforms-64633.xml · nonDerivative · entry 1 Ryan Owen · CIK 0001748906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $25.83 to $25.99, 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 purchased at each separate price within the range set forth in this footnote 1. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 21:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 2,602.53 | $26.97 | $70,190.23 |
DisclosureSEC source: 0001214659-24-000163 · marketforms-63793.xml · derivative · entry 1 Ryan Owen · CIK 0001748906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,109.32 Underlying: Common Stock · 2,602.53 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 10.42 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 20:18 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 496.37 | $24.69 | $12,255.38 |
DisclosureSEC source: 0001214659-23-013071 · marketforms-62645.xml · derivative · entry 1 Ryan Owen · CIK 0001748906 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 496.37 Underlying: Common Stock · 496.37 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. Read SEC document |
| May 09, 2023 Filed May 11, 2023 20:08 UTC | BLACKLINE, INC. BL · Entity 4556 | Tax withholdingCommon Stock | 1,820 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028718 · doc4.xml · nonDerivative · entry 1 Ryan Owen · CIK 0001748906 · Director · Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,772 F1 · shares: The reported shares were withheld to cover the Reporting Person's tax liability in connection with the vesting of restricted stock units. Read SEC document |
| May 08, 2023 Filed May 9, 2023 00:17 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 3,000 | $52.80 | $158,412.00 |
DisclosureSEC source: 0001209191-23-028118 · doc4.xml · nonDerivative · entry 1 Ryan Owen · CIK 0001748906 · Director · Co-CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,592 F1 · price: The purchase price represents the weighted-average price of shares purchased ranging from $52.67 to $52.87 per share. Upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| March 07, 2023 Filed Mar 7, 2023 23:40 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 69,880 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-016954 · doc4.xml · nonDerivative · entry 1 Ryan Owen · CIK 0001748906 · Director · Co-CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,592 F1 · shares: 25% of the Restricted Stock Units will vest on the one (1) year anniversary of February 20, 2023 (the "RSU Vesting Commencement Date"), and 1/16th of the Restricted Stock Units will vest every three months thereafter on the same day of the month as the RSU Vesting Commencement Date, subject to the applicable individual remaining a Service Provider through each applicable vesting date. Read SEC document |
| May 12, 2022 Filed May 16, 2022 23:19 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 3,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-029358 · doc4.xml · nonDerivative · entry 1 Ryan Owen · CIK 0001748906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,712 F1 · kind: Reflects automatic annual restricted stock unit ("RSU") awards pursuant to the Issuer's Outside Director Compensation Policy. F2 · shares: The reported securities awarded on May 12, 2022 (the "Award Date") represent RSUs which vest in full upon the earlier of the one (1) year anniversary of the Award Date or the day prior to the Issuer's next annual meeting of the stockholders and in each case subject to the Reporting Person's continued service on the Issuer's board of directors through each vesting date. Read SEC document |
| February 14, 2022 Filed Feb 15, 2022 01:03 UTC | BLACKLINE, INC. BL · Entity 4556 | PurchaseCommon Stock | 300 | $76.82 | $23,046.99 |
DisclosureSEC source: 0001209191-22-009570 · doc4.xml · nonDerivative · entry 1 Ryan Owen · CIK 0001748906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,311 F1 · price: The purchase price represents the weighted-average price of shares purchased ranging from $76.78 to $76.85 per share. Upon request by the Securities and Exchange Commission staff, the Issuer or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in this Form 4. Read SEC document |
| May 13, 2021 Filed May 17, 2021 20:15 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 1,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-033132 · doc4.xml · nonDerivative · entry 1 Ryan Owen · CIK 0001748906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,011 F1 · kind: Reflects automatic annual restricted stock unit ("RSU") awards pursuant to the Issuer's Outside Director Compensation Policy. F2 · shares: The reported securities awarded on May 13, 2021 (the "Award Date") represent RSUs which vest in full upon the earlier of the one (1) year anniversary of the Award Date or the day prior to the Issuer's next annual meeting of the stockholders and in each case subject to the Reporting Person's continued service on the Issuer's board of directors through each vesting date. Read SEC document |
| May 06, 2020 Filed May 8, 2020 20:38 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 3,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-027930 · doc4.xml · nonDerivative · entry 1 Ryan Owen · CIK 0001748906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,164 F1 · kind: Reflects automatic annual restricted stock unit ("RSU") awards pursuant to the Issuer's Outside Director Compensation Policy. F2 · shares: The reported securities awarded on May 6, 2020 (the "Award Date") represent RSUs which vest in full upon the earlier of the one (1) year anniversary of the Award Date or the day prior to the Issuer's next annual meeting of the stockholders and in each case subject to the Reporting Person's continued service on the Issuer's board of directors through each vesting date. Read SEC document |
| May 08, 2019 Filed May 10, 2019 20:49 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 3,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028984 · doc4.xml · nonDerivative · entry 1 Ryan Owen · CIK 0001748906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,156 F1 · kind: Reflects automatic annual restricted stock unit ("RSU") awards pursuant to the Issuer's Outside Director Compensation Policy. F2 · shares: The reported securities awarded on May 8, 2019 (the "Award Date") represent RSUs which vest in full upon the earlier of the one (1) year anniversary of the Award Date or the day prior to the Issuer's next annual meeting of the stockholders and in each case subject to the Reporting Person's continued service on the Issuer's board of directors through each vesting date. Read SEC document |
| August 10, 2018 Filed Aug 13, 2018 23:25 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantStock Option (right to buy) · Derivative | 2,874 | $0.00 Strike: $47.64 | $0.00 |
DisclosureSEC source: 0001209191-18-046502 · doc4.xml · derivative · entry 2 Ryan Owen · CIK 0001748906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,874 Underlying: Common Stock · 2,874 shares Expires 2028-08-09 F3 · derivative.exercise_date: 100% of the shares subject to the option will vest upon the earlier of August 10, 2019 or the day prior to the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service through the applicable vesting date. Read SEC document |
| August 10, 2018 Filed Aug 13, 2018 23:25 UTC | BLACKLINE, INC. BL · Entity 4556 | GrantCommon Stock | 1,299 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-046502 · doc4.xml · nonDerivative · entry 1 Ryan Owen · CIK 0001748906 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,299 F1 · kind: Represents an initial restricted stock unit ("RSU") award issued pursuant to the Issuer's Outside Director Compensation Policy. F2 · shares: Each RSU represents a contingent right to receive one share of the Issuer's common stock upon settlement. 100% of the RSUs will vest upon the earlier of August 10, 2019 or the day prior to Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service through the applicable vesting date. 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.