Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Cencora, Inc.COR · Entity 2994 | Director | July 31, 2026 | August 04, 2026 |
| LINCOLN NATIONAL CORPLNC · Entity 3631 | Director · Chairman, President & CEO | February 19, 2026 | February 23, 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.
Cencora, Inc.
Report date July 31, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 893 |
Reported balance
After 2026-07-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-31 · Grant · Acquired 97 · Balance 893 F1: Grant of restricted stock units received in lieu of $30,000 quarterly cash retainer per the Registrant's Non-Employee Director Compensation Program. Receipt of shares deferred until cessation of service. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units received in lieu of $30,000 quarterly cash retainer per the Registrant's Non-Employee Director Compensation Program. Receipt of shares deferred until cessation of service.
LINCOLN NATIONAL CORP
Report date February 19, 2026 · Filed February 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 768,244 |
Ending reported balance
After 2026-02-19 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-02-19 · Grant · Acquired 189,295 · Balance 722,754 F1: Represents acquisition of shares upon settlement of the performance share award for the 2023-2025 performance cycle. Row 2 · 2026-02-19 · Tax withholding · Disposed 80,413 · Balance 642,341 F2: Tax withholding upon settlement of performance share award. Row 3 · 2026-02-19 · Grant · Acquired 28,992 · Balance 671,333 F3: Represents acquisition of shares upon settlement of tranche of a performance share award. Row 4 · 2026-02-19 · Tax withholding · Disposed 12,316 · Balance 659,017 F4: Tax withholding upon settlement of tranche of performance share award. Row 5 · 2026-02-19 · Grant · Acquired 109,227 · Balance 768,244 F5: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on February 19, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents acquisition of shares upon settlement of the performance share award for the 2023-2025 performance cycle.
F2: Tax withholding upon settlement of performance share award.
F3: Represents acquisition of shares upon settlement of tranche of a performance share award.
F4: Tax withholding upon settlement of tranche of performance share award.
F5: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on February 19, 2029.
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 |
|---|---|---|---|---|---|---|
| July 31, 2026 Filed Aug 4, 2026 20:34 UTC | Cencora, Inc. COR · Entity 2994 | GrantCommon Stock | 97 | $311.34 | $30,199.98 |
DisclosureSEC source: 0001555614-26-000008 · wk-form4_1785875659.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 893 F1 · balance_after: Grant of restricted stock units received in lieu of $30,000 quarterly cash retainer per the Registrant's Non-Employee Director Compensation Program. Receipt of shares deferred until cessation of service. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:11 UTC | Cencora, Inc. COR · Entity 2994 | GrantCommon Stock | 99 | $304.00 | $30,096.00 |
DisclosureSEC source: 0001555614-26-000006 · wk-form4_1778011889.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 796 F1 · balance_after: Grant of restricted stock units received in lieu of $30,000 quarterly cash retainer per the Registrant's Non-Employee Director Compensation Program. Receipt of shares deferred until cessation of service. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 20:25 UTC | Cencora, Inc. COR · Entity 2994 | GrantCommon Stock | 557 | $359.28 | $200,118.96 |
DisclosureSEC source: 0001555614-26-000004 · wk-form4_1773087943.xml · nonDerivative · entry 3 Cooper Ellen · CIK 0001555614 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 697 F4 · balance_after: Annual grant of restricted stock units received for no consideration and vests 100% on the first anniversary of the date of the grant. Receipt of shares deferred until cessation of service. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 12:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 109,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-002269 · marketforms-72071.xml · nonDerivative · entry 5 Cooper Ellen · CIK 0001555614 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 768,244 F5 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on February 19, 2029. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 12:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 12,316 | $40.10 | $493,871.60 |
DisclosureSEC source: 0001214659-26-002269 · marketforms-72071.xml · nonDerivative · entry 4 Cooper Ellen · CIK 0001555614 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 659,017 F4 · shares: Tax withholding upon settlement of tranche of performance share award. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 12:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 28,992 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-002269 · marketforms-72071.xml · nonDerivative · entry 3 Cooper Ellen · CIK 0001555614 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 671,333 F3 · shares: Represents acquisition of shares upon settlement of tranche of a performance share award. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 12:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 80,413 | $40.10 | $3,224,561.30 |
DisclosureSEC source: 0001214659-26-002269 · marketforms-72071.xml · nonDerivative · entry 2 Cooper Ellen · CIK 0001555614 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 642,341 F2 · shares: Tax withholding upon settlement of performance share award. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 12:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 189,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-002269 · marketforms-72071.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 722,754 F1 · shares: Represents acquisition of shares upon settlement of the performance share award for the 2023-2025 performance cycle. Read SEC document |
| February 15, 2026 Filed Feb 17, 2026 21:23 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 18,669 | $40.88 | $763,188.72 |
DisclosureSEC source: 0001214659-26-002039 · marketforms-71916.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 533,459 F1 · shares: Tax withholding upon vesting of restricted stock units. F2 · balance_after: Includes 4,209.05 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| January 30, 2026 Filed Mar 9, 2026 20:25 UTC | Cencora, Inc. COR · Entity 2994 | GrantCommon Stock | 66 | $359.22 | $23,708.52 |
DisclosureSEC source: 0001555614-26-000004 · wk-form4_1773087943.xml · nonDerivative · entry 2 Cooper Ellen · CIK 0001555614 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140 F3 · balance_after: Grant of restricted stock units received in lieu of quarterly cash retainer per the Registrant's Non-Employee Director Compensation Program, pro-rated in connection with Ms. Cooper's appointment to the Board on January 20, 2026. Receipt of shares deferred until cessation of service. Read SEC document |
| January 30, 2026 Filed Mar 9, 2026 20:25 UTC | Cencora, Inc. COR · Entity 2994 | GrantCommon Stock | 69 | $359.22 | $24,786.18 |
DisclosureSEC source: 0001555614-26-000004 · wk-form4_1773087943.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74 F1 · balance_after: Pro-rated annual grant of restricted stock units in connection with Ms. Cooper's appointment to the Board on January 20, 2026, received for no consideration and vests 100% on the first anniversary of the date of the grant. Receipt of shares deferred until cessation of service. F2 · balance_after: Includes 5 shares of common stock owned by Ms. Cooper on January 20, 2026, the date of Ms. Cooper's appointment to the Board. Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 21:16 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 38,891 | $0.00 Strike: $35.50 | $0.00 |
DisclosureSEC source: 0001214659-25-017400 · marketforms-71390.xml · derivative · entry 3 Cooper Ellen · CIK 0001555614 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 38,891 shares Expires 2026-02-24 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. F2 · derivative.exercise_date: The option vested in three equal installments on February 24, 2017, 2018 and 2019. Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 21:16 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 35,726 | $41.35 | $1,477,270.10 |
DisclosureSEC source: 0001214659-25-017400 · marketforms-71390.xml · nonDerivative · entry 2 Cooper Ellen · CIK 0001555614 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 547,918.95 F1 · shares: Represents shares withheld in connection with net share settlement to satisfy the exercise price and tax liability associated with the reporting person's exercise of employee stock options. No shares were sold by the reporting person to satisfy the exercise price or tax liability. Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 21:16 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 38,891 | $35.50 | $1,380,630.50 |
DisclosureSEC source: 0001214659-25-017400 · marketforms-71390.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · Director · Chairman, President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 583,644.95 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 |
| November 24, 2025 Filed Nov 25, 2025 14:16 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 4,401 | $40.34 | $177,536.34 |
DisclosureSEC source: 0001214659-25-017174 · marketforms-71206.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · Director · Chairman, President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 544,753.95 F1 · balance_after: Includes 9,179.96 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 26, 2025 Filed May 28, 2025 20:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 3,781 | $32.38 | $122,428.78 |
DisclosureSEC source: 0001214659-25-008478 · marketforms-69432.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 539,974.99 F1 · shares: Tax withholding upon vesting of restricted stock units. F2 · balance_after: Reflects a correction to the number of shares reported as acquired through dividend reinvestment in certain prior periods, which due to an administrative error had been overstated by 51.62 shares in the aggregate, and includes 5,562.91 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:20 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 92,143 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-003292 · marketforms-68265.xml · nonDerivative · entry 2 Cooper Ellen · CIK 0001555614 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 538,244.7 F2 · shares: Grant of restricted stock units representing a contingent right to receive LNC common stock. The restricted stock units vest as follows: 25% on February 19, 2028, 25% on February 19, 2029, and 50% on February 19, 2030. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:20 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 108,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-003292 · marketforms-68265.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 446,101.7 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 19, 2028. Read SEC document |
| February 16, 2025 Filed Feb 18, 2025 21:20 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 3,824 | $39.09 | $149,480.16 |
DisclosureSEC source: 0001214659-25-002966 · marketforms-67890.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 338,089.7 F1 · shares: Tax withholding upon vesting of restricted stock units. F2 · balance_after: Includes 8,131.71 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 07, 2024 Filed May 9, 2024 20:16 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 962 | $29.14 | $28,032.68 |
DisclosureSEC source: 0001214659-24-008693 · marketforms-65801.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333,781.99 F1 · shares: Tax withholding upon vesting of restricted stock units. F2 · balance_after: Includes 3,251.71 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:16 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 128,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-003449 · marketforms-64593.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 331,492.28 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 21, 2027. Read SEC document |
| February 18, 2024 Filed Feb 20, 2024 21:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 3,747 | $27.35 | $102,480.45 |
DisclosureSEC source: 0001214659-24-003150 · marketforms-64687.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,507.28 F1 · shares: Tax withholding upon vesting of restricted stock units. F2 · balance_after: Includes 6,033.01 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 21:15 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 2,759 | $33.82 | $93,309.38 |
DisclosureSEC source: 0001214659-23-002903 · marketforms-59475.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,221.27 F1 · shares: Tax withholding upon vesting of restricted stock units. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 126,006 | $0.00 Strike: $34.99 | $0.00 |
DisclosureSEC source: 0001214659-23-002718 · marketforms-59426.xml · derivative · entry 2 Cooper Ellen · CIK 0001555614 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,006 Underlying: Common Stock · 126,006 shares Expires 2033-02-15 F3 · derivative.exercise_date: The option vests in three equal installments on February 15, 2024, 2025 and 2026. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 43,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-002718 · marketforms-59426.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,983.27 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 15, 2026. F2 · balance_after: Includes 1,333.14 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 15, 2023 Filed Feb 21, 2023 22:00 UTC Amendment | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 125,998 | $0.00 Strike: $34.99 | $0.00 |
DisclosureSEC source: 0001214659-23-002808 · marketforms-59601.xml · derivative · entry 2 Cooper Ellen · CIK 0001555614 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,998 Underlying: Common Stock · 125,998 shares Expires 2033-02-15 F3 · shares: The original Form 4, filed on February 17, 2023, is being amended by this Form 4 amendment to correct an administrative error that incorrectly reported the number of derivative securities acquired in Column 5 as 126,006. F4 · derivative.exercise_date: The option vests in three equal installments on February 15, 2024, 2025 and 2026. F5 · derivative.underlying_shares: The original Form 4, filed on February 17, 2023, is being amended by this Form 4 amendment to correct an administrative error that incorrectly reported the number of shares in Column 7 as 126,006. F6 · balance_after: The original Form 4, filed on February 17, 2023, is being amended by this Form 4 amendment to correct an administrative error that incorrectly reported the number of derivative securities beneficially owned following the reported transaction in Column 9 as 126,006. Read SEC document |
| February 15, 2023 Filed Feb 21, 2023 22:00 UTC Amendment | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 43,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-002808 · marketforms-59601.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202,980.27 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 15, 2026. The original Form 4, filed on February 17, 2023, is being amended by this Form 4 amendment to correct an administrative error that incorrectly reported the number of securities acquired in Column 4 as 43,856. F2 · balance_after: Includes 1,333.14 shares acquired through dividend reinvestment since the reporting person's last report. The original Form 4, filed on February 17, 2023, is being amended by this Form 4 amendment to correct an administrative error that incorrectly reported the number of securities beneficially owned following the reported transaction in Column 5 as 202,983.27. Read SEC document |
| May 26, 2022 Filed May 31, 2022 20:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 23,663 | $0.00 Strike: $57.16 | $0.00 |
DisclosureSEC source: 0001214659-22-007615 · marketforms-56386.xml · derivative · entry 2 Cooper Ellen · CIK 0001555614 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,663 Underlying: Common Stock · 23,663 shares Expires 2032-05-26 F3 · derivative.exercise_date: The option vests in three equal installments on May 26, 2023, 2024 and 2025. Read SEC document |
| May 26, 2022 Filed May 31, 2022 20:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 7,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-007615 · marketforms-56386.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,794.14 F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on May 26, 2025. F2 · balance_after: Includes 263.79 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 27, 2022 Filed Feb 28, 2022 21:43 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 3,636 | $69.13 | $251,356.68 |
DisclosureSEC source: 0001214659-22-003362 · marketforms-55563.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,050.35 F1 · shares: Tax withholding upon vesting of restricted stock units. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:27 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 36,322 | $0.00 Strike: $73.51 | $0.00 |
DisclosureSEC source: 0001214659-22-002929 · marketforms-55466.xml · derivative · entry 4 Cooper Ellen · CIK 0001555614 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,322 Underlying: Common Stock · 36,322 shares Expires 2032-02-16 F5 · derivative.exercise_date: The option vests in three equal installments on February 16, 2023, 2024 and 2025. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:27 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 11,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002929 · marketforms-55466.xml · nonDerivative · entry 3 Cooper Ellen · CIK 0001555614 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,686.35 F4 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on February 16, 2025. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:27 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 4,024 | $73.51 | $295,804.24 |
DisclosureSEC source: 0001214659-22-002929 · marketforms-55466.xml · nonDerivative · entry 2 Cooper Ellen · CIK 0001555614 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,902.35 F3 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:27 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 14,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-002929 · marketforms-55466.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,926.35 F1 · shares: Represents settlement of performance share incentive awards for the 2019 - 2021 performance cycle. F2 · balance_after: Includes 209.37 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 18, 2021 Filed Nov 19, 2021 21:58 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 130 | $71.41 | $9,283.30 |
DisclosureSEC source: 0001214659-21-012091 · marketforms-54219.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,532.97 F1 · balance_after: Includes 411.63 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 18, 2021 Filed May 20, 2021 20:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 36,349 | $0.00 Strike: $29.54 | $0.00 |
DisclosureSEC source: 0001214659-21-005754 · marketforms-52854.xml · derivative · entry 6 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 36,349 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. F4 · derivative.exercise_date: The option vested in three equal installments on February 28, 2014, 2015 and 2016. Read SEC document |
| May 18, 2021 Filed May 20, 2021 20:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 31,992 | $0.00 Strike: $22.70 | $0.00 |
DisclosureSEC source: 0001214659-21-005754 · marketforms-52854.xml · derivative · entry 5 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 31,992 shares Expires 2022-08-08 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. F3 · derivative.exercise_date: The option vested in three equal installments on August 8, 2013, 2014 and 2015. Read SEC document |
| May 18, 2021 Filed May 20, 2021 20:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 2,723 | $70.49 | $191,944.27 |
DisclosureSEC source: 0001214659-21-005754 · marketforms-52854.xml · nonDerivative · entry 4 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,251.34 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.48 to $70.54, 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 this footnote 2. Read SEC document |
| May 18, 2021 Filed May 20, 2021 20:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 65,618 | $69.76 | $4,577,511.68 |
DisclosureSEC source: 0001214659-21-005754 · marketforms-52854.xml · nonDerivative · entry 3 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,974.34 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.48 to $70.47, 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 this footnote 1. Read SEC document |
| May 18, 2021 Filed May 20, 2021 20:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 36,349 | $29.54 | $1,073,749.46 |
DisclosureSEC source: 0001214659-21-005754 · marketforms-52854.xml · nonDerivative · entry 2 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,592.34 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 |
| May 18, 2021 Filed May 20, 2021 20:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 31,992 | $22.70 | $726,218.40 |
DisclosureSEC source: 0001214659-21-005754 · marketforms-52854.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,243.34 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 |
| May 07, 2021 Filed May 11, 2021 20:43 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 6,282 | $0.00 Strike: $69.30 | $0.00 |
DisclosureSEC source: 0001214659-21-005201 · marketforms-52715.xml · derivative · entry 2 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,282 Underlying: Common Stock · 6,282 shares Expires 2031-05-07 F3 · derivative.exercise_date: The option vests in three equal installments on May 7, 2022, 2023 and 2024. Read SEC document |
| May 07, 2021 Filed May 11, 2021 20:43 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 1,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-005201 · marketforms-52715.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,251.34 F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on May 7, 2024. F2 · balance_after: Includes 197.01 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 21, 2021 Filed Feb 23, 2021 21:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 1,662 | $55.56 | $92,340.72 |
DisclosureSEC source: 0001214659-21-002282 · marketforms-51227.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,098.33 F1 · shares: Tax withholding upon vesting of restricted stock units. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:36 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 38,314 | $0.00 Strike: $53.54 | $0.00 |
DisclosureSEC source: 0001214659-21-002205 · marketforms-51563.xml · derivative · entry 2 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,314 Underlying: Common Stock · 38,314 shares Expires 2031-02-18 F2 · derivative.exercise_date: The option vests in three equal installments on February 18, 2022, 2023 and 2024. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:36 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 11,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002205 · marketforms-51563.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,760.33 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 18, 2024. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 374 | $54.52 | $20,390.48 |
DisclosureSEC source: 0001214659-21-002134 · marketforms-51226.xml · nonDerivative · entry 2 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,862.33 F2 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 1,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002134 · marketforms-51226.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,236.33 F1 · shares: Represents settlement of performance share incentive awards for the 2018-2020 performance cycle. F3 · balance_after: Includes 225.06 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 12, 2020 Filed Nov 16, 2020 21:36 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 215 | $39.36 | $8,462.40 |
DisclosureSEC source: 0001214659-20-009603 · marketforms-50053.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,860.27 F1 · balance_after: Includes 842.15 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 15:23 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 1,776 | $59.77 | $106,151.52 |
DisclosureSEC source: 0001214659-20-001800 · marketforms-47689.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,233.12 F1 · shares: Tax withholding upon vesting of restricted stock units. 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.