Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FLAGSTAR BANK, NATIONAL ASSOCIATIONNYSE:FLG · Entity 3855 | SEVP & Pres Consumer Banking | March 24, 2026 | March 25, 2026 |
| LINCOLN NATIONAL CORPLNC · Entity 3631 | Director | September 30, 2026 | October 03, 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.
FLAGSTAR BANK, NATIONAL ASSOCIATION
Report date March 24, 2026 · Filed March 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,782 |
Reported balance
After 2026-03-24 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-24 · Tax withholding · Disposed 923 · Balance 43,782 F1: These shares were surrendered to the issuer to cover the tax obligations on shares for which restrictions have lapsed. F2: The number of shares held directly includes certain shares that were previously held by Stock Awards and that have subsequently vested. F3: Total includes service based restricted stock units that will vest in shares of Issuer's common stock over the passage of time. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award | 27,566 |
Reported balance
Holding disclosure · report date 2026-03-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 27,566 F4: The remaining shares granted under Stock Award on December 1, 2022 pursuant to the Issuer's 2016 Stock Award and Incentive Plan, will vest in two approximately equal annual installments commencing on December 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were surrendered to the issuer to cover the tax obligations on shares for which restrictions have lapsed.
F2: The number of shares held directly includes certain shares that were previously held by Stock Awards and that have subsequently vested.
F3: Total includes service based restricted stock units that will vest in shares of Issuer's common stock over the passage of time.
F4: The remaining shares granted under Stock Award on December 1, 2022 pursuant to the Issuer's 2016 Stock Award and Incentive Plan, will vest in two approximately equal annual installments commencing on December 1, 2026.
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 | 32,715.14 |
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 1,117.73 · Balance 32,715.14 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 305.52 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 305.52 shares acquired through dividend reinvestment since the reporting person's last report.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FLAGSTAR BANCORP INC
Report date December 01, 2022 · Filed December 05, 2022
Section 16 reporting ended · disclosed 2022-12-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Flagstar Bancorp, Inc. Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-12-01 transaction · row 1
1 source rowRow 1 · 2022-12-01 · Disposition to issuer · Disposed 1,148 · Balance 0 F1: Disposed of in connection with the Agreement and Plan of Merger by and among Issuer and New York Community Bancorp, Inc. ("NYCB"), dated April 24, 2021, as amended (the "Merger Agreement"), pursuant to which the Issuer was merged with and into NYCB on December 1, 2022 (the "Effective Time"). Pursuant to the Merger Agreement, as of the Effective Time, each issued and outstanding share of the Issuer's common stock was converted into the right to receive 4.0151 shares of NYCB common stock (the "Exchange Ratio") and cash in lieu of fractional shares, if applicable. |
| Restricted Stock Units (NH080320)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-12-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-12-01 · Disposition to issuer · Disposed 6,460 · Balance 0 F2: At the Effective Time of the merger, pursuant to the terms of the Merger Agreement, each Issuer RSU was converted into a time-based restricted stock unit denominated in shares of NYCB Common Stock based on the Exchange Ratio (NYCB "RSUs"). |
| Restricted Stock Unit (L052521)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-12-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-12-01 · Disposition to issuer · Disposed 7,977 · Balance 0 F2: At the Effective Time of the merger, pursuant to the terms of the Merger Agreement, each Issuer RSU was converted into a time-based restricted stock unit denominated in shares of NYCB Common Stock based on the Exchange Ratio (NYCB "RSUs"). |
| Restricted Stock Unit (L052422)SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-12-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-12-01 · Disposition to issuer · Disposed 16,203 · Balance 0 F2: At the Effective Time of the merger, pursuant to the terms of the Merger Agreement, each Issuer RSU was converted into a time-based restricted stock unit denominated in shares of NYCB Common Stock based on the Exchange Ratio (NYCB "RSUs"). |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in connection with the Agreement and Plan of Merger by and among Issuer and New York Community Bancorp, Inc. ("NYCB"), dated April 24, 2021, as amended (the "Merger Agreement"), pursuant to which the Issuer was merged with and into NYCB on December 1, 2022 (the "Effective Time"). Pursuant to the Merger Agreement, as of the Effective Time, each issued and outstanding share of the Issuer's common stock was converted into the right to receive 4.0151 shares of NYCB common stock (the "Exchange Ratio") and cash in lieu of fractional shares, if applicable.
F2: At the Effective Time of the merger, pursuant to the terms of the Merger Agreement, each Issuer RSU was converted into a time-based restricted stock unit denominated in shares of NYCB Common Stock based on the Exchange Ratio (NYCB "RSUs").
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 |
|---|---|---|---|---|---|---|
| June 30, 2021 Filed Jul 2, 2021 20:14 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 656.43 | $62.84 | $41,250.06 |
DisclosureSEC source: 0001214659-21-007202 · marketforms-53215.xml · derivative · entry 1 Davis Reginald E · CIK 0001818046 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,792.98 Underlying: Common Stock · 656.43 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 13.80 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 25, 2021 Filed May 27, 2021 17:02 UTC | FLAGSTAR BANCORP INC (NYSE:FBC) · Entity 121881 | GrantRestricted Stock Unit (L052521) · Derivative | 10,636 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001033012-21-000054 · wf-form4_162214924517259.xml · derivative · entry 2 Davis Reginald E · CIK 0001818046 · EVP and President of Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,636 Underlying: Flagstar Bancorp, Inc. Common Stock · 10,636 shares Expires 2024-05-25 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Flagstar Bancorp, Inc. Common Stock. F2 · derivative.exercise_date: These restricted stock units were granted on May 25, 2021, and will vest 25% on both the first and second anniversary of the grant date, and the remaining 50% on the third anniversary of the grant date. Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 20:53 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 662.44 | $62.27 | $41,250.14 |
DisclosureSEC source: 0001214659-21-003845 · marketforms-52094.xml · derivative · entry 1 Davis Reginald E · CIK 0001818046 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,122.75 Underlying: Common Stock · 662.44 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 13.13 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:35 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 819.92 | $50.31 | $41,250.18 |
DisclosureSEC source: 0001214659-21-000118 · marketforms-50674.xml · derivative · entry 1 Davis Reginald E · CIK 0001818046 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,447.18 Underlying: Common Stock · 819.92 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 6.82 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 | 620.44 | $31.33 | $19,438.39 |
DisclosureSEC source: 0001214659-20-008367 · marketforms-49817.xml · derivative · entry 1 Davis Reginald E · CIK 0001818046 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620.44 Underlying: Common Stock · 620.44 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. Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 17:41 UTC | FLAGSTAR BANCORP INC (NYSE:FBC) · Entity 121881 | GrantRestricted Stock Units (NH080320) · Derivative | 6,460 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001033012-20-000073 · wf-form4_159657719975950.xml · derivative · entry 2 Davis Reginald E · CIK 0001818046 · EVP and President of Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,460 Underlying: Flagstar Bancorp, Inc. Common Stock · 6,460 shares Expires 2023-08-03 F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Flagstar Bancorp, Inc. Common Stock. F2 · shares: The restricted stock units will vest 100% on the third anniversary of the grant date. 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.