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 |
|---|---|---|---|---|---|---|
| February 19, 2020 Filed Feb 21, 2020 18:45 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 43,375 | $0.00 Strike: $60.86 | $0.00 |
DisclosureSEC source: 0001214659-20-001670 · marketforms-47821.xml · derivative · entry 4 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,375 Underlying: Common Stock · 43,375 shares Expires 2030-02-19 F4 · derivative.exercise_date: The option vests in three equal installments on February 19, 2021, 2022 and 2023. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 18:45 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 9,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-001670 · marketforms-47821.xml · nonDerivative · entry 3 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,010.52 F3 · 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, 2023. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 18:45 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 2,330 | $60.86 | $141,803.80 |
DisclosureSEC source: 0001214659-20-001670 · marketforms-47821.xml · nonDerivative · entry 2 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,957.52 F2 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 18:45 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 8,329 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-001670 · marketforms-47821.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,287.52 F1 · shares: Represents settlement of performance share incentive awards for the 2017-2019 performance cycle. F5 · balance_after: Includes 160.99 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 16:43 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 590 | $58.03 | $34,237.70 |
DisclosureSEC source: 0001214659-19-007296 · marketforms-46125.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,797.53 F1 · balance_after: Includes 404.11 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 20:58 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 40,710 | $0.00 Strike: $63.01 | $0.00 |
DisclosureSEC source: 0001214659-19-001690 · marketforms-44296.xml · derivative · entry 4 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,710 Underlying: Common Stock · 40,710 shares Expires 2029-02-27 F4 · derivative.exercise_date: The option vests in three equal installments on February 27, 2020, 2021 and 2022. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 20:58 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 8,608 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001690 · marketforms-44296.xml · nonDerivative · entry 3 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,983.42 F3 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on February 27, 2022. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 20:58 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 12,399 | $63.01 | $781,260.99 |
DisclosureSEC source: 0001214659-19-001690 · marketforms-44296.xml · nonDerivative · entry 2 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,375.42 F2 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 20:58 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 29,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001690 · marketforms-44296.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,774.42 F1 · shares: Represents settlement of performance share incentive awards for the 2016-2018 performance cycle. Read SEC document |
| February 24, 2019 Filed Feb 26, 2019 17:41 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 4,649 | $62.81 | $292,003.69 |
DisclosureSEC source: 0001214659-19-001510 · marketforms-44239.xml · nonDerivative · entry 2 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,592.42 F1 · shares: Tax withholding upon vesting of restricted stock units. Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 17:41 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 411 | $62.81 | $25,814.91 |
DisclosureSEC source: 0001214659-19-001510 · marketforms-44239.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,241.84 F1 · shares: Tax withholding upon vesting of restricted stock units. F2 · balance_after: Includes 543.95 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 22:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 2,142 | $78.02 | $167,118.84 |
DisclosureSEC source: 0001214659-18-001626 · marketforms-41186.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,109.95 F1 · shares: Tax withholding upon vesting of restricted stock units. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 21:47 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 260 | $77.03 | $20,027.80 |
DisclosureSEC source: 0001214659-18-001512 · marketforms-41099.xml · nonDerivative · entry 4 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,252.22 F4 · shares: FICA tax withholding on the grant of restricted stock units. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:47 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 25,859 | $0.00 Strike: $78.32 | $0.00 |
DisclosureSEC source: 0001214659-18-001512 · marketforms-41099.xml · derivative · entry 5 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,859 Underlying: Common Stock · 25,859 shares Expires 2028-02-21 F5 · 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 21:47 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 6,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-001512 · marketforms-41099.xml · nonDerivative · entry 3 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,512.81 F3 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common Stock that vest on February 21, 2021. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:47 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 2,851 | $78.32 | $223,290.32 |
DisclosureSEC source: 0001214659-18-001512 · marketforms-41099.xml · nonDerivative · entry 2 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,199.81 F2 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:47 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 10,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-001512 · marketforms-41099.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,050.81 F1 · shares: Represents settlement of performance share incentive awards for the 2015-2017 performance cycle. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 22:59 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,300 | $0.00 Strike: $22.70 | $0.00 |
DisclosureSEC source: 0001214659-18-000965 · marketforms-40952.xml · derivative · entry 3 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,080 Underlying: Common Stock · 1,300 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. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 22:59 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 7,300 | $85.01 | $620,567.89 |
DisclosureSEC source: 0001214659-18-000965 · marketforms-40952.xml · nonDerivative · entry 2 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,670.81 F2 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $85.00 to $85.07, 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 4 to this Form. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 22:59 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 1,300 | $22.70 | $29,510.00 |
DisclosureSEC source: 0001214659-18-000965 · marketforms-40952.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,970.81 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 400.95 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 21:46 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 1,736 | $70.82 | $122,943.52 |
DisclosureSEC source: 0001214659-17-001420 · marketforms-38097.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,269.85 F1 · shares: Tax withholding upon vesting of restricted stock units. Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 21:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 2,275 | $71.79 | $163,315.43 |
DisclosureSEC source: 0001214659-17-001349 · marketforms-38019.xml · nonDerivative · entry 4 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,005.85 F5 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $71.778 to $71.798, 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 5 to this Form. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 21,819 | $0.00 Strike: $71.70 | $0.00 |
DisclosureSEC source: 0001214659-17-001349 · marketforms-38019.xml · derivative · entry 5 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,819 Underlying: Common Stock · 21,819 shares Expires 2027-02-22 F6 · 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 21:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 8,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001349 · marketforms-38019.xml · nonDerivative · entry 3 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,280.85 F4 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common Stock. 5,868 of the restricted stock units vest on February 22, 2019. 2,790 of the restricted stock units vest in three equal annual installments on February 22, 2018, 2019 and 2020. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 5,098 | $71.70 | $365,526.60 |
DisclosureSEC source: 0001214659-17-001349 · marketforms-38019.xml · nonDerivative · entry 2 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,622.85 F3 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 11,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001349 · marketforms-38019.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,720.85 F1 · shares: Represents settlement of performance share incentive awards for the 2014-2016 performance cycle. F2 · balance_after: Includes 85.41 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 08, 2016 Filed Nov 10, 2016 14:55 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 2,648 | $52.51 | $139,056.81 |
DisclosureSEC source: 0001214659-16-014505 · marketforms-36866.xml · nonDerivative · entry 1 Cooper Ellen · CIK 0001555614 · EVP & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,378.44 F1 · balance_after: Includes 334.28 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.