Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LIBERTY PROPERTY TRUSTLRY · Entity 151900 | Director | April 30, 2018 | May 02, 2018 |
| 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.
LIBERTY PROPERTY TRUST
Report date April 30, 2018 · Filed May 02, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial Interest ($0.001 par value)SEC Table I · non-derivative | Direct | 47,570 |
Ending reported balance
After 2018-04-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-04-30 · Exercise / conversion · Acquired 5,000 · Balance 52,570 Row 2 · 2018-04-30 · Sale · Disposed 5,000 · Balance 47,570 F1: Represents the weighted average of a range of sale prices per share from $42.22 to $42.28. The reporting person undertakes to provide to the Staff of the Securities and Exchange Commission, the Company or any shareholder of the Company, upon request, full information regarding the number of common shares sold at each separate price. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.45 · Expires 2018-06-23 | Direct | 0 |
Reported balance
After 2018-04-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-04-30 · Exercise / conversion · Disposed 5,000 · Balance 0 F3: Options received as compensation for service on Board of Trustees. F2: Options became exercisable 20% after the first anniversary of the date of the grant, 50% after the second anniversary and fully after the third anniversary. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average of a range of sale prices per share from $42.22 to $42.28. The reporting person undertakes to provide to the Staff of the Securities and Exchange Commission, the Company or any shareholder of the Company, upon request, full information regarding the number of common shares sold at each separate price.
F2: Options became exercisable 20% after the first anniversary of the date of the grant, 50% after the second anniversary and fully after the third anniversary.
F3: Options received as compensation for service on Board of Trustees.
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 | 43,872.2 |
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 43,872.2 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 413.40 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 413.40 shares acquired through dividend reinvestment since the reporting person's last report.
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 00:24 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,117.73 | $40.26 | $44,999.81 |
DisclosureSEC source: 0001214659-26-012488 · marketforms-74005.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,872.2 Underlying: Common Stock · 1,117.73 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 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 413.40 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 11:35 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,272.98 | $35.35 | $44,999.84 |
DisclosureSEC source: 0001214659-26-008109 · marketforms-73413.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,341.07 Underlying: Common Stock · 1,272.98 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 Director's 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 Director's DCP at any time. F3 · balance_after: Includes 486.60 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:22 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,267.61 | $35.50 | $45,000.16 |
DisclosureSEC source: 0001214659-26-004249 · marketforms-72577.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,581.49 Underlying: Common Stock · 1,267.61 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 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 412.86 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:22 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,010.55 | $44.53 | $44,999.79 |
DisclosureSEC source: 0001214659-26-000118 · marketforms-71568.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,901.02 Underlying: Common Stock · 1,010.55 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 415.36 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,115.79 | $40.33 | $44,999.81 |
DisclosureSEC source: 0001214659-25-014536 · marketforms-70756.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,475.11 Underlying: Common Stock · 1,115.79 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 438.43 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:40 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,300.58 | $34.60 | $45,000.07 |
DisclosureSEC source: 0001214659-25-010004 · marketforms-69956.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,920.89 Underlying: Common Stock · 1,300.58 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 480.54 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:14 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,253.13 | $35.91 | $44,999.90 |
DisclosureSEC source: 0001214659-25-005297 · marketforms-68771.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,139.77 Underlying: Common Stock · 1,253.13 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 430.70 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 21:16 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,419.11 | $31.71 | $44,999.98 |
DisclosureSEC source: 0001214659-25-000050 · marketforms-67603.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,455.94 Underlying: Common Stock · 1,419.11 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 411.14 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:25 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,428.12 | $31.51 | $45,000.06 |
DisclosureSEC source: 0001214659-24-017042 · marketforms-66941.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,625.68 Underlying: Common Stock · 1,428.12 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 380.84 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2024 Filed Jul 1, 2024 21:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,446.95 | $31.10 | $45,000.15 |
DisclosureSEC source: 0001214659-24-011751 · marketforms-66273.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,816.73 Underlying: Common Stock · 1,446.95 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 437.68 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 20:20 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,409.33 | $31.93 | $44,999.91 |
DisclosureSEC source: 0001214659-24-005869 · marketforms-65294.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,932.1 Underlying: Common Stock · 1,409.33 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 425.54 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 21:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,529.48 | $26.97 | $41,250.08 |
DisclosureSEC source: 0001214659-24-000172 · marketforms-63790.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,097.23 Underlying: Common Stock · 1,529.48 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 484.49 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 20:20 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,670.72 | $24.69 | $41,250.08 |
DisclosureSEC source: 0001214659-23-013076 · marketforms-62639.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,083.26 Underlying: Common Stock · 1,670.72 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 335.50 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,601.32 | $25.76 | $41,250.00 |
DisclosureSEC source: 0001214659-23-009231 · marketforms-61774.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,077.04 Underlying: Common Stock · 1,601.32 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 396.03 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 20:23 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,835.78 | $22.47 | $41,249.98 |
DisclosureSEC source: 0001214659-23-004896 · marketforms-60124.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,079.7 Underlying: Common Stock · 1,835.78 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 222.22 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 21:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,342.77 | $30.72 | $41,249.89 |
DisclosureSEC source: 0001214659-23-000135 · marketforms-57737.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,021.7 Underlying: Common Stock · 1,342.77 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 129.67 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 20:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 939.42 | $43.91 | $41,249.93 |
DisclosureSEC source: 0001214659-22-011965 · marketforms-57161.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,549.25 Underlying: Common Stock · 939.42 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 128.03 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:26 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 881.98 | $46.77 | $41,250.20 |
DisclosureSEC source: 0001214659-22-008613 · marketforms-56532.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,481.8 Underlying: Common Stock · 881.98 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 99.40 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 20:39 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 631.12 | $65.36 | $41,250.00 |
DisclosureSEC source: 0001214659-22-004771 · marketforms-55872.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,500.43 Underlying: Common Stock · 631.12 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 80.86 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 604.31 | $68.26 | $41,250.20 |
DisclosureSEC source: 0001214659-22-000225 · marketforms-54738.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,788.45 Underlying: Common Stock · 604.31 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 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 68.67 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 20:30 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 600 | $68.75 | $41,250.00 |
DisclosureSEC source: 0001214659-21-010156 · marketforms-53854.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,115.47 Underlying: Common Stock · 600 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 79.01 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 | 656.43 | $62.84 | $41,250.06 |
DisclosureSEC source: 0001214659-21-007193 · marketforms-53219.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,436.45 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 69.61 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 20:49 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 662.44 | $62.27 | $41,250.14 |
DisclosureSEC source: 0001214659-21-003832 · marketforms-52098.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,710.41 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 90.37 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:38 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 819.92 | $50.31 | $41,250.18 |
DisclosureSEC source: 0001214659-21-000123 · marketforms-50668.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,957.61 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 99.40 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 20:12 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,316.63 | $31.33 | $41,250.02 |
DisclosureSEC source: 0001214659-20-008364 · marketforms-49742.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,038.29 Underlying: Common Stock · 1,316.63 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 81.32 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 17:12 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,121.23 | $36.79 | $41,250.05 |
DisclosureSEC source: 0001214659-20-006068 · marketforms-48993.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,640.33 Underlying: Common Stock · 1,121.23 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 79.31 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 19, 2020 Filed May 20, 2020 20:30 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | PurchaseCommon Stock | 3,000 | $35.96 | $107,880.00 |
DisclosureSEC source: 0001214659-20-004853 · marketforms-48834.xml · nonDerivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 20:08 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,567.25 | $26.32 | $41,250.02 |
DisclosureSEC source: 0001214659-20-003134 · marketforms-47973.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,439.8 Underlying: Common Stock · 1,567.25 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 35.55 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 16:20 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 699.03 | $59.01 | $41,249.76 |
DisclosureSEC source: 0001214659-20-000079 · marketforms-46892.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,837 Underlying: Common Stock · 699.03 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 26.22 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 15:28 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 683.85 | $60.32 | $41,249.83 |
DisclosureSEC source: 0001214659-19-006170 · marketforms-45843.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,111.74 Underlying: Common Stock · 683.85 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 21.07 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 28, 2019 Filed Jul 2, 2019 20:35 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 640.03 | $64.45 | $41,249.93 |
DisclosureSEC source: 0001214659-19-004467 · marketforms-45246.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,406.82 Underlying: Common Stock · 640.03 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 15.41 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 29, 2019 Filed Apr 2, 2019 20:58 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 702.73 | $58.70 | $41,250.25 |
DisclosureSEC source: 0001214659-19-002496 · marketforms-44745.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,751.37 Underlying: Common Stock · 702.73 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 12.84 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2018 Filed Jan 2, 2019 22:27 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 784.45 | $51.31 | $40,250.13 |
DisclosureSEC source: 0001214659-19-000030 · marketforms-43615.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,035.8 Underlying: Common Stock · 784.45 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 6.73 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 28, 2018 Filed Oct 1, 2018 19:24 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 594.89 | $67.66 | $40,250.26 |
DisclosureSEC source: 0001214659-18-006228 · marketforms-42982.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,247.78 Underlying: Common Stock · 594.89 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 3.15 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 15:41 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 646.59 | $62.25 | $40,250.23 |
DisclosureSEC source: 0001214659-18-004730 · marketforms-42404.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 646.59 Underlying: Common Stock · 646.59 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 |
| May 07, 2018 Filed May 9, 2018 19:04 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | OtherPhantom Stock Unit · Derivative | 35,273.87 | $68.62 | $2,420,492.96 |
DisclosureSEC source: 0001214659-18-003487 · marketforms-41960.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,273.87 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. Represents stock units held in the LNC Deferred Compensation Plan for Non-employee Directors that may be settled in Common Stock only. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · shares: Includes 165.04 shares acquired through dividend reinvestment since the reporting person's last report. F1 · derivative.exercise_date: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. Represents stock units held in the LNC Deferred Compensation Plan for Non-employee Directors that may be settled in Common Stock only. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F1 · derivative.expiration_date: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. Represents stock units held in the LNC Deferred Compensation Plan for Non-employee Directors that may be settled in Common Stock only. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. Read SEC document |
| April 30, 2018 Filed May 2, 2018 09:11 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | Not disclosed Strike: $33.45 | Not disclosed |
DisclosureSEC source: 0001209191-18-027227 · doc4.xml · derivative · entry 3 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 5,000 shares Expires 2018-06-23 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. F3 · price: Options received as compensation for service on Board of Trustees. F2 · derivative.exercise_date: Options became exercisable 20% after the first anniversary of the date of the grant, 50% after the second anniversary and fully after the third anniversary. Read SEC document |
| April 30, 2018 Filed May 2, 2018 09:11 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | SaleCommon Shares of Beneficial Interest ($0.001 par value) | 5,000 | $42.25 | $211,247.50 |
DisclosureSEC source: 0001209191-18-027227 · doc4.xml · nonDerivative · entry 2 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,570 F1 · price: Represents the weighted average of a range of sale prices per share from $42.22 to $42.28. The reporting person undertakes to provide to the Staff of the Securities and Exchange Commission, the Company or any shareholder of the Company, upon request, full information regarding the number of common shares sold at each separate price. Read SEC document |
| April 30, 2018 Filed May 2, 2018 09:11 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | Exercise / conversionCommon Shares of Beneficial Interest ($0.001 par value) | 5,000 | $33.45 | $167,250.00 |
DisclosureSEC source: 0001209191-18-027227 · doc4.xml · nonDerivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,570 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 29, 2018 Filed Apr 3, 2018 22:49 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 550.92 | $73.06 | $40,250.22 |
DisclosureSEC source: 0001214659-18-002624 · marketforms-41606.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,108.83 Underlying: Common Stock · 550.92 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 132.24 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 15:43 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | GrantCommon Shares of Beneficial Interest ($0.001 par value) | 2,301 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-014901 · doc4.xml · nonDerivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,642 F1 · price: Awarded as compensation for service on Board of Trustees. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 14:28 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 523.61 | $76.87 | $40,249.90 |
DisclosureSEC source: 0001214659-18-000071 · marketforms-40594.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,425.68 Underlying: Common Stock · 523.61 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 129.62 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 13:49 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 547.77 | $73.48 | $40,250.14 |
DisclosureSEC source: 0001214659-17-005890 · marketforms-39818.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,772.45 Underlying: Common Stock · 547.77 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 130.42 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 19:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 595.59 | $67.58 | $40,249.97 |
DisclosureSEC source: 0001214659-17-004306 · marketforms-39196.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,094.26 Underlying: Common Stock · 595.59 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 141.70 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:45 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 614.97 | $65.45 | $40,249.79 |
DisclosureSEC source: 0001214659-17-002357 · marketforms-38499.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,356.97 Underlying: Common Stock · 614.97 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 133.00 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 16:01 UTC Amendment | LIBERTY PROPERTY TRUST LRY · Entity 151900 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | Not disclosed Strike: $21.81 | Not disclosed |
DisclosureSEC source: 0001209191-17-015786 · doc4a.xml · derivative · entry 4 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 5,000 shares Expires 2019-06-23 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. F1 · price: Awarded as compensation for service on Board of Trustees. F3 · derivative.exercise_date: Options became exercisable 20% after the first anniversary of the date of the grant, 50% after the second anniversary and fully after the third anniversary. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 16:01 UTC Amendment | LIBERTY PROPERTY TRUST LRY · Entity 151900 | SaleCommon Shares of Beneficial Interest ($0.001 par value) | 5,000 | $39.50 | $197,489.00 |
DisclosureSEC source: 0001209191-17-015786 · doc4a.xml · nonDerivative · entry 3 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,341 F2 · price: Represents the weighted average of a range of sale prices per share from $39.47 to $39.52. The reporting person undertakes to provide to the Staff of the Securities and Exchange Commission, the Company or any shareholder of the Company, upon request, full information regarding the number of common shares sold at each separate price. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 16:01 UTC Amendment | LIBERTY PROPERTY TRUST LRY · Entity 151900 | Exercise / conversionCommon Shares of Beneficial Interest ($0.001 par value) | 5,000 | $21.81 | $109,050.00 |
DisclosureSEC source: 0001209191-17-015786 · doc4a.xml · nonDerivative · entry 2 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,341 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 10:41 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | Not disclosed Strike: $21.81 | Not disclosed |
DisclosureSEC source: 0001209191-17-015625 · doc4.xml · derivative · entry 4 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 5,000 shares Expires 2019-06-23 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. F1 · price: Awarded as compensation for service on Board of Trustees. F3 · derivative.exercise_date: Options became exercisable 20% after the first anniversary of the date of the grant, 50% after the second anniversary and fully after the third anniversary. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 10:41 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | SaleCommon Shares of Beneficial Interest ($0.001 par value) | 5,000 | $39.50 | $197,489.00 |
DisclosureSEC source: 0001209191-17-015625 · doc4.xml · nonDerivative · entry 3 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,237 F2 · price: Represents the weighted average of a range of sale prices per share from $39.47 to $39.52. The reporting person undertakes to provide to the Staff of the Securities and Exchange Commission, the Company or any shareholder of the Company, upon request, full information regarding the number of common shares sold at each separate price. 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.