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 |
|---|---|---|---|---|---|---|
| February 28, 2017 Filed Mar 1, 2017 10:41 UTC | 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: 0001209191-17-015625 · doc4.xml · nonDerivative · entry 2 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,237 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 27, 2017 Filed Mar 1, 2017 16:01 UTC Amendment | LIBERTY PROPERTY TRUST LRY · Entity 151900 | GrantCommon Shares of Beneficial Interest ($0.001 par value) | 2,367 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-015786 · doc4a.xml · nonDerivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,341 F1 · price: Awarded as compensation for service on Board of Trustees. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 10:41 UTC | LIBERTY PROPERTY TRUST LRY · Entity 151900 | GrantCommon Shares of Beneficial Interest ($0.001 par value) | 2,263 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-015625 · doc4.xml · nonDerivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,237 F1 · price: Awarded as compensation for service on Board of Trustees. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 22:57 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 607.36 | $66.27 | $40,249.75 |
DisclosureSEC source: 0001214659-17-000099 · marketforms-37515.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,608.99 Underlying: Common Stock · 607.36 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 157.91 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 21:56 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,499 | $0.00 Strike: $30.64 | $0.00 |
DisclosureSEC source: 0001214659-16-014893 · marketforms-37153.xml · derivative · entry 3 LACHMAN M LEANNE · CIK 0001078564 · 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 |
| November 21, 2016 Filed Nov 22, 2016 21:56 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 5,499 | $63.21 | $347,584.09 |
DisclosureSEC source: 0001214659-16-014893 · marketforms-37153.xml · nonDerivative · entry 2 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $63.20 to $31.255, 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 |
| November 21, 2016 Filed Nov 22, 2016 21:56 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 5,499 | $52.76 | $290,127.24 |
DisclosureSEC source: 0001214659-16-014893 · marketforms-37153.xml · nonDerivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,499 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 |
| November 15, 2016 Filed Nov 16, 2016 19:49 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: 0001214659-16-014748 · marketforms-36976.xml · derivative · entry 5 LACHMAN M LEANNE · CIK 0001078564 · 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 |
| November 15, 2016 Filed Nov 16, 2016 19:49 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,960 | $0.00 Strike: $30.64 | $0.00 |
DisclosureSEC source: 0001214659-16-014748 · marketforms-36976.xml · derivative · entry 4 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,960 shares Expires 2021-02-23 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 |
| November 15, 2016 Filed Nov 16, 2016 19:49 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 8,832 | $61.53 | $543,462.99 |
DisclosureSEC source: 0001214659-16-014748 · marketforms-36976.xml · nonDerivative · entry 3 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $61.50 to $61.60, 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 |
| November 15, 2016 Filed Nov 16, 2016 19:49 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 5,872 | $29.54 | $173,458.88 |
DisclosureSEC source: 0001214659-16-014748 · marketforms-36976.xml · nonDerivative · entry 2 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,832 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 |
| November 15, 2016 Filed Nov 16, 2016 19:49 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 2,960 | $30.64 | $90,694.40 |
DisclosureSEC source: 0001214659-16-014748 · marketforms-36976.xml · nonDerivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,960 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 |
| November 11, 2016 Filed Nov 14, 2016 18:33 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,115 | $0.00 Strike: $24.99 | $0.00 |
DisclosureSEC source: 0001214659-16-014584 · marketforms-36925.xml · derivative · entry 9 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,115 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 |
| November 11, 2016 Filed Nov 14, 2016 18:33 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: 0001214659-16-014584 · marketforms-36925.xml · derivative · entry 8 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,653 shares Expires 2020-02-11 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 |
| November 11, 2016 Filed Nov 14, 2016 18:33 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: 0001214659-16-014584 · marketforms-36925.xml · derivative · entry 7 LACHMAN M LEANNE · CIK 0001078564 · 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 |
| November 11, 2016 Filed Nov 14, 2016 18:33 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: 0001214659-16-014584 · marketforms-36925.xml · derivative · entry 6 LACHMAN M LEANNE · CIK 0001078564 · 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 |
| November 11, 2016 Filed Nov 14, 2016 18:33 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 15,842 | $59.11 | $936,466.56 |
DisclosureSEC source: 0001214659-16-014584 · marketforms-36925.xml · nonDerivative · entry 5 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $59.00 to $59.375, 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 |
| November 11, 2016 Filed Nov 14, 2016 18:33 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 5,115 | $24.99 | $127,823.85 |
DisclosureSEC source: 0001214659-16-014584 · marketforms-36925.xml · nonDerivative · entry 4 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,842 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 |
| November 11, 2016 Filed Nov 14, 2016 18:33 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 2,653 | $25.78 | $68,394.34 |
DisclosureSEC source: 0001214659-16-014584 · marketforms-36925.xml · nonDerivative · entry 3 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,728 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 |
| November 11, 2016 Filed Nov 14, 2016 18:33 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 3,924 | $14.42 | $56,584.08 |
DisclosureSEC source: 0001214659-16-014584 · marketforms-36925.xml · nonDerivative · entry 2 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,075 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 |
| November 11, 2016 Filed Nov 14, 2016 18:33 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 4,151 | $10.36 | $43,004.36 |
DisclosureSEC source: 0001214659-16-014584 · marketforms-36925.xml · nonDerivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,151 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 |
| September 30, 2016 Filed Oct 3, 2016 21:01 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 856.75 | $46.98 | $40,250.12 |
DisclosureSEC source: 0001214659-16-013922 · marketforms-36350.xml · derivative · entry 1 LACHMAN M LEANNE · CIK 0001078564 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,843.72 Underlying: Common Stock · 856.75 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 172.26 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.