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 |
|---|---|---|---|---|---|---|
| March 09, 2017 Filed Mar 13, 2017 22:07 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,872 | $0.00 Strike: $29.54 | $0.00 |
DisclosureSEC source: 0001214659-17-001894 · marketforms-38354.xml · derivative · entry 9 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,872 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. Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 22:07 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,114 | $0.00 Strike: $24.99 | $0.00 |
DisclosureSEC source: 0001214659-17-001894 · marketforms-38354.xml · derivative · entry 8 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,114 shares Expires 2022-02-22 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 |
| March 09, 2017 Filed Mar 13, 2017 22:07 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 30.64 | $0.00 Strike: $30.64 | $0.00 |
DisclosureSEC source: 0001214659-17-001894 · marketforms-38354.xml · derivative · entry 7 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,960 shares Expires 2022-02-23 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 |
| March 09, 2017 Filed Mar 13, 2017 22:07 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,653 | $0.00 Strike: $25.78 | $0.00 |
DisclosureSEC source: 0001214659-17-001894 · marketforms-38354.xml · derivative · entry 6 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,653 shares Expires 2020-02-22 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 |
| March 09, 2017 Filed Mar 13, 2017 22:07 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 16,599 | $69.44 | $1,152,641.20 |
DisclosureSEC source: 0001214659-17-001894 · marketforms-38354.xml · nonDerivative · entry 5 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,738 F1 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $69.40 to $69.59, 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 1 to this Form. Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 22:07 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 5,872 | $29.54 | $173,458.88 |
DisclosureSEC source: 0001214659-17-001894 · marketforms-38354.xml · nonDerivative · entry 4 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,337 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 |
| March 09, 2017 Filed Mar 13, 2017 22:07 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 5,114 | $24.99 | $127,798.86 |
DisclosureSEC source: 0001214659-17-001894 · marketforms-38354.xml · nonDerivative · entry 3 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,465 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 |
| March 09, 2017 Filed Mar 13, 2017 22:07 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 2,960 | $30.64 | $90,694.40 |
DisclosureSEC source: 0001214659-17-001894 · marketforms-38354.xml · nonDerivative · entry 2 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,351 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 |
| March 09, 2017 Filed Mar 13, 2017 22:07 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 2,653 | $25.78 | $68,394.34 |
DisclosureSEC source: 0001214659-17-001894 · marketforms-38354.xml · nonDerivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,391 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 |
| December 30, 2016 Filed Jan 4, 2017 22:54 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,361.85 | $66.27 | $90,249.80 |
DisclosureSEC source: 0001214659-17-000094 · marketforms-37519.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,373.83 Underlying: Common Stock · 1,361.85 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 402.47 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 20:08 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,499 | $0.00 Strike: $52.76 | $0.00 |
DisclosureSEC source: 0001214659-16-015323 · marketforms-37353.xml · derivative · entry 7 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,499 shares Expires 2018-02-07 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 |
| December 12, 2016 Filed Dec 14, 2016 20:08 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,924 | $0.00 Strike: $14.42 | $0.00 |
DisclosureSEC source: 0001214659-16-015323 · marketforms-37353.xml · derivative · entry 6 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,924 shares Expires 2019-05-13 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 |
| December 12, 2016 Filed Dec 14, 2016 20:08 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 4,151 | $0.00 Strike: $10.36 | $0.00 |
DisclosureSEC source: 0001214659-16-015323 · marketforms-37353.xml · derivative · entry 5 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,151 shares Expires 2019-02-23 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 |
| December 12, 2016 Filed Dec 14, 2016 20:08 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 13,574 | $66.55 | $903,295.40 |
DisclosureSEC source: 0001214659-16-015323 · marketforms-37353.xml · nonDerivative · entry 4 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,840.58 F2 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $66.25 to $66.81, 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 2 to this Form. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 20:08 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 5,499 | $52.76 | $290,127.24 |
DisclosureSEC source: 0001214659-16-015323 · marketforms-37353.xml · nonDerivative · entry 3 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,414.58 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 |
| December 12, 2016 Filed Dec 14, 2016 20:08 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 3,924 | $14.42 | $56,584.08 |
DisclosureSEC source: 0001214659-16-015323 · marketforms-37353.xml · nonDerivative · entry 2 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,915.58 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 |
| December 12, 2016 Filed Dec 14, 2016 20:08 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 4,151 | $10.36 | $43,004.36 |
DisclosureSEC source: 0001214659-16-015323 · marketforms-37353.xml · nonDerivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,991.58 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 471.39 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 20:59 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,921.03 | $46.98 | $90,249.99 |
DisclosureSEC source: 0001214659-16-013917 · marketforms-36346.xml · derivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,609.51 Underlying: Common Stock · 1,921.03 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 440.54 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.