Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LINCOLN NATIONAL CORPLNC · Entity 3631 | EVP, President of Annuities | August 17, 2026 | September 09, 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.
LINCOLN NATIONAL CORP
Report date August 17, 2026 · Filed September 09, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,621 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 22,621 F1: This Amendment No. 1 to the Form 4 filed on August 18, 2026 amends that filing to remove a reported gift of 637 shares of common stock to a donor-advised fund on August 17, 2026. For administrative reasons, the transfer was not completed; accordingly, the transaction did not occur. The reporting person has beneficially owned the shares continuously since before the originally reported date. |
Filing footnotes · ownership attribution and instrument terms
F1: This Amendment No. 1 to the Form 4 filed on August 18, 2026 amends that filing to remove a reported gift of 637 shares of common stock to a donor-advised fund on August 17, 2026. For administrative reasons, the transfer was not completed; accordingly, the transaction did not occur. The reporting person has beneficially owned the shares continuously since before the originally reported date.
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 |
|---|---|---|---|---|---|---|
| August 17, 2026 Filed Aug 18, 2026 20:23 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GiftCommon Stock | 637 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-010523 · marketforms-73782.xml · nonDerivative · entry 1 Chesney Curtis W. · CIK 0002135235 · EVP, President of Annuities 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,984 F1 · kind: Transfer of shares by the reporting person to a donor-advised fund. F2 · balance_after: Includes 213 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.