person · Reporting owner
CUNNINGHAM WILLIAM H DR
Disclosed activity across 6 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| John Hancock CQS Asset Backed Securities FundN/A · Entity 36046 | Director | January 13, 2025 | January 22, 2025 |
| John Hancock CQS Multi Asset Credit FundN/A · Entity 36037 | Director | June 03, 2024 | June 07, 2024 |
| John Hancock Marathon Asset-Based Lending FundN/A · Entity 19949 | Trustee of the Fund | June 01, 2023 | June 05, 2023 |
| LINCOLN NATIONAL CORPLNC · Entity 3631 | Director | September 30, 2026 | October 03, 2026 |
| Manulife Private Credit Plus FundN/A · Entity 19965 | Director | August 25, 2023 | September 05, 2023 |
| SOUTHWEST AIRLINES COLUV · Entity 3286 | Director | May 15, 2024 | May 16, 2024 |
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.
John Hancock CQS Asset Backed Securities Fund
Report date January 13, 2025 · Filed January 22, 2025
This filing explicitly reported no securities owned.
John Hancock CQS Multi Asset Credit Fund
Report date June 03, 2024 · Filed June 07, 2024
This filing explicitly reported no securities owned.
John Hancock Marathon Asset-Based Lending Fund
Report date June 01, 2023 · Filed June 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 1,246.261 |
Reported balance
After 2023-06-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-01 · Purchase · Acquired 1,246.261 · Balance 1,246.261 F1: This figure is approximate. Due to the timing of the Fund's determination of its net asset value, the price per share and the number of shares of the Fund that corresponds to, or held as a result of, the purchases cannot be determined at the time of this filing. |
Filing footnotes · ownership attribution and instrument terms
F1: This figure is approximate. Due to the timing of the Fund's determination of its net asset value, the price per share and the number of shares of the Fund that corresponds to, or held as a result of, the purchases cannot be determined at the time of this filing.
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 | 201,816.83 |
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 1,490.31 · Balance 201,816.83 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 1,936.98 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 1,936.98 shares acquired through dividend reinvestment since the reporting person's last report.
Manulife Private Credit Plus Fund
Report date August 25, 2023 · Filed September 05, 2023
This filing explicitly reported no securities owned.
SOUTHWEST AIRLINES CO
Report date May 15, 2024 · Filed May 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 100,088 |
Reported balance
After 2024-05-15 transaction · row 1
1 source rowRow 1 · 2024-05-15 · Grant · Acquired 6,122 · Balance 100,088 |
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 3, 2026 00:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,490.31 | $40.26 | $59,999.88 |
DisclosureSEC source: 0001214659-26-012483 · marketforms-74010.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,816.83 Underlying: Common Stock · 1,490.31 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 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. F2 · derivative.expiration_date: 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 · balance_after: Includes 1,936.98 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 11:34 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,697.31 | $35.35 | $59,999.91 |
DisclosureSEC source: 0001214659-26-008105 · marketforms-73409.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,389.54 Underlying: Common Stock · 1,697.31 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 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. F2 · derivative.expiration_date: 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 · balance_after: Includes 2,330.48 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,690.14 | $35.50 | $59,999.97 |
DisclosureSEC source: 0001214659-26-004245 · marketforms-72584.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,361.75 Underlying: Common Stock · 1,690.14 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 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. F2 · derivative.expiration_date: 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 · balance_after: Includes 2,023.39 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,347.41 | $44.53 | $60,000.17 |
DisclosureSEC source: 0001214659-26-000109 · marketforms-71572.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,648.22 Underlying: Common Stock · 1,347.41 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 2,075.15 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,487.73 | $40.33 | $60,000.15 |
DisclosureSEC source: 0001214659-25-014532 · marketforms-70750.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,225.66 Underlying: Common Stock · 1,487.73 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 2,239.61 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:38 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,734.1 | $34.60 | $59,999.86 |
DisclosureSEC source: 0001214659-25-009998 · marketforms-69952.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,498.32 Underlying: Common Stock · 1,734.1 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 2,522.94 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:15 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,670.84 | $35.91 | $59,999.86 |
DisclosureSEC source: 0001214659-25-005302 · marketforms-68789.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 179,241.28 Underlying: Common Stock · 1,670.84 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 2,325.58 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 21:14 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,892.15 | $31.71 | $60,000.08 |
DisclosureSEC source: 0001214659-25-000044 · marketforms-67605.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,244.86 Underlying: Common Stock · 1,892.15 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 2,296.40 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:24 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,904.16 | $31.51 | $60,000.08 |
DisclosureSEC source: 0001214659-24-017040 · marketforms-66945.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,056.31 Underlying: Common Stock · 1,904.16 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 2,206.33 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2024 Filed Jul 1, 2024 21:18 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,929.26 | $31.10 | $59,999.99 |
DisclosureSEC source: 0001214659-24-011745 · marketforms-66277.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,945.82 Underlying: Common Stock · 1,929.26 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 2,638.86 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 15, 2024 Filed May 16, 2024 19:24 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 6,122 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-24-000077 · wk-form4_1715887466.xml · nonDerivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,088 Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 20:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,879.11 | $31.93 | $59,999.98 |
DisclosureSEC source: 0001214659-24-005864 · marketforms-65299.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,377.7 Underlying: Common Stock · 1,879.11 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 2,675.97 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 21:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 2,085.65 | $26.97 | $56,249.98 |
DisclosureSEC source: 0001214659-24-000165 · marketforms-63787.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,822.62 Underlying: Common Stock · 2,085.65 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: 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 2,135.20 shares in the aggregate, and includes 3,201.54 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 20:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 2,278.25 | $24.69 | $56,249.99 |
DisclosureSEC source: 0001214659-23-013079 · marketforms-62643.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,670.64 Underlying: Common Stock · 2,278.25 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 2,607.25 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:12 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 2,183.62 | $25.76 | $56,250.05 |
DisclosureSEC source: 0001214659-23-009227 · marketforms-61772.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,785.13 Underlying: Common Stock · 2,183.62 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 3,286.24 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 20:15 UTC | John Hancock Marathon Asset-Based Lending Fund N/A · Entity 19949 | PurchaseCommon Shares of Beneficial Interest | 1,246.261 | $20.06 | $25,000.00 |
DisclosureSEC source: 0001950731-23-000015 · primary_doc.xml · nonDerivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Trustee of the Fund 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,246.261 F1 · shares: This figure is approximate. Due to the timing of the Fund's determination of its net asset value, the price per share and the number of shares of the Fund that corresponds to, or held as a result of, the purchases cannot be determined at the time of this filing. F1 · price: This figure is approximate. Due to the timing of the Fund's determination of its net asset value, the price per share and the number of shares of the Fund that corresponds to, or held as a result of, the purchases cannot be determined at the time of this filing. F1 · balance_after: This figure is approximate. Due to the timing of the Fund's determination of its net asset value, the price per share and the number of shares of the Fund that corresponds to, or held as a result of, the purchases cannot be determined at the time of this filing. Read SEC document |
| May 17, 2023 Filed May 18, 2023 20:53 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 5,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011674 · form4.xml · nonDerivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,966 Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 20:24 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 2,503.34 | $22.47 | $56,250.05 |
DisclosureSEC source: 0001214659-23-004899 · marketforms-60262.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,315.28 Underlying: Common Stock · 2,503.34 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 2,007.99 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 21:20 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,831.05 | $30.72 | $56,249.86 |
DisclosureSEC source: 0001214659-23-000132 · marketforms-57733.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,803.95 Underlying: Common Stock · 1,831.05 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 1256.97 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 20:22 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,281.03 | $43.91 | $56,250.03 |
DisclosureSEC source: 0001214659-22-011968 · marketforms-57167.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,715.93 Underlying: Common Stock · 1,281.03 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 1309.63 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,708.27 | $46.77 | $79,895.79 |
DisclosureSEC source: 0001214659-22-008605 · marketforms-56535.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,125.27 Underlying: Common Stock · 1,708.27 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 1,070.19 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 18, 2022 Filed May 20, 2022 21:02 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 3,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-013155 · form4.xml · nonDerivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,276 Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 20:37 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,438.19 | $65.36 | $94,000.10 |
DisclosureSEC source: 0001214659-22-004768 · marketforms-55866.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,346.82 Underlying: Common Stock · 1,438.19 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 904.25 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,377.09 | $68.26 | $94,000.16 |
DisclosureSEC source: 0001214659-22-000231 · marketforms-54733.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,004.38 Underlying: Common Stock · 1,377.09 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 798.27 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 20:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,367.27 | $68.75 | $93,999.81 |
DisclosureSEC source: 0001214659-21-010183 · marketforms-53849.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,829.02 Underlying: Common Stock · 1,367.27 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 956.99 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 20:12 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,495.86 | $62.84 | $93,999.84 |
DisclosureSEC source: 0001214659-21-007195 · marketforms-53214.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,504.76 Underlying: Common Stock · 1,495.86 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 884.80 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 19, 2021 Filed May 20, 2021 21:21 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-21-000112 · edgar.xml · nonDerivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,432 Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 20:51 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,509.56 | $62.27 | $94,000.30 |
DisclosureSEC source: 0001214659-21-003842 · marketforms-52172.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,124.1 Underlying: Common Stock · 1,509.56 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 1,210.74 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:39 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,868.42 | $50.31 | $94,000.21 |
DisclosureSEC source: 0001214659-21-000127 · marketforms-50663.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,403.81 Underlying: Common Stock · 1,868.42 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 1,430.99 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 20:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 3,000.32 | $31.33 | $94,000.03 |
DisclosureSEC source: 0001214659-20-008369 · marketforms-49744.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,104.4 Underlying: Common Stock · 3,000.32 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 1,338.73 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 17:08 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 2,555.04 | $36.79 | $93,999.92 |
DisclosureSEC source: 0001214659-20-006062 · marketforms-48988.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,765.35 Underlying: Common Stock · 2,555.04 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 1,499.01 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 21, 2020 Filed May 22, 2020 21:55 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 5,406 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-20-000073 · edgar.xml · nonDerivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,782 Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 20:07 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 3,571.43 | $26.32 | $94,000.04 |
DisclosureSEC source: 0001214659-20-003131 · marketforms-47976.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,711.3 Underlying: Common Stock · 3,571.43 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 759.87 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 16:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,592.95 | $59.01 | $93,999.98 |
DisclosureSEC source: 0001214659-20-000076 · marketforms-46889.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,380.01 Underlying: Common Stock · 1,592.95 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 644.99 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 15:26 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,558.36 | $60.32 | $94,000.28 |
DisclosureSEC source: 0001214659-19-006167 · marketforms-45839.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,142.06 Underlying: Common Stock · 1,558.36 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 612.16 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:33 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,458.49 | $64.45 | $93,999.68 |
DisclosureSEC source: 0001214659-19-004463 · marketforms-45251.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,971.55 Underlying: Common Stock · 1,458.49 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 543.21 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 15, 2019 Filed May 16, 2019 23:30 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 3,077 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-19-000063 · edgar.xml · nonDerivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,376 Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 20:56 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,601.36 | $58.70 | $93,999.83 |
DisclosureSEC source: 0001214659-19-002491 · marketforms-44741.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,969.84 Underlying: Common Stock · 1,601.36 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 597.87 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 22:22 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,832 | $51.31 | $93,999.92 |
DisclosureSEC source: 0001214659-19-000026 · marketforms-43611.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,770.61 Underlying: Common Stock · 1,832 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 499.59 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 28, 2018 Filed Oct 1, 2018 18:11 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,389.3 | $67.66 | $94,000.04 |
DisclosureSEC source: 0001214659-18-006222 · marketforms-42978.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,439.02 Underlying: Common Stock · 1,389.3 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 441.92 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 15:39 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,510.04 | $62.25 | $93,999.99 |
DisclosureSEC source: 0001214659-18-004726 · marketforms-42400.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,607.8 Underlying: Common Stock · 1,510.04 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 416.88 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 16, 2018 Filed May 18, 2018 20:55 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 2,830 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-18-000085 · edgar.xml · nonDerivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,299 Read SEC document |
| March 29, 2018 Filed Apr 3, 2018 22:48 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,286.61 | $73.06 | $93,999.73 |
DisclosureSEC source: 0001214659-18-002620 · marketforms-41602.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,680.88 Underlying: Common Stock · 1,286.61 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 334.34 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 23:01 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | PurchaseCommon Stock | 3,500 | $56.25 | $196,875.00 |
DisclosureSEC source: 0000092380-18-000033 · edgar.xml · nonDerivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,469 Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 14:27 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,222.84 | $76.87 | $93,999.71 |
DisclosureSEC source: 0001214659-18-000068 · marketforms-40599.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,059.85 Underlying: Common Stock · 1,222.84 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 328.18 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 13:45 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,279.26 | $73.48 | $94,000.02 |
DisclosureSEC source: 0001214659-17-005886 · marketforms-39822.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,508.82 Underlying: Common Stock · 1,279.26 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 330.63 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| August 11, 2017 Filed Aug 14, 2017 21:06 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | PurchaseCommon Stock | 4,500 | $54.00 | $242,982.00 |
DisclosureSEC source: 0000092380-17-000151 · edgar.xml · nonDerivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,969 Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 19:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,390.94 | $67.58 | $93,999.73 |
DisclosureSEC source: 0001214659-17-004302 · marketforms-39190.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,898.94 Underlying: Common Stock · 1,390.94 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 359.76 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:26 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 2,630 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-17-000114 · edgar.xml · nonDerivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,469 Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:27 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,436.21 | $65.45 | $93,999.94 |
DisclosureSEC source: 0001214659-17-002346 · marketforms-38495.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,148.24 Underlying: Common Stock · 1,436.21 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 338.20 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.