Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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 | 31,894.34 |
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 31,894.34 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 297.59 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 297.59 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 00:23 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,117.73 | $40.26 | $44,999.81 |
DisclosureSEC source: 0001214659-26-012486 · marketforms-74004.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,894.34 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 297.59 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 11:36 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,272.98 | $35.35 | $44,999.84 |
DisclosureSEC source: 0001214659-26-008110 · marketforms-73414.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,479.02 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 346.04 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: 0001214659-26-004250 · marketforms-72582.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,860 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 289.77 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 21:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,010.55 | $44.53 | $44,999.79 |
DisclosureSEC source: 0001214659-26-000111 · marketforms-71569.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,302.62 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 288.22 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:18 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,115.79 | $40.33 | $44,999.81 |
DisclosureSEC source: 0001214659-25-014535 · marketforms-70752.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,003.85 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 300.11 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:39 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,300.58 | $34.60 | $45,000.07 |
DisclosureSEC source: 0001214659-25-010000 · marketforms-69957.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,587.95 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 323.23 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: 0001214659-25-005296 · marketforms-68770.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,964.14 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 284.34 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 21:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,419.11 | $31.71 | $44,999.98 |
DisclosureSEC source: 0001214659-25-000051 · marketforms-67593.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,426.67 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 265.04 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:27 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,428.12 | $31.51 | $45,000.06 |
DisclosureSEC source: 0001214659-24-017048 · marketforms-66940.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,742.52 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 238.88 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2024 Filed Jul 1, 2024 21:22 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,446.95 | $31.10 | $45,000.15 |
DisclosureSEC source: 0001214659-24-011752 · marketforms-66272.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,075.51 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 265.92 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 20:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,409.33 | $31.93 | $44,999.91 |
DisclosureSEC source: 0001214659-24-005870 · marketforms-65298.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,362.65 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 249.31 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 21:20 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,529.48 | $26.97 | $41,250.08 |
DisclosureSEC source: 0001214659-24-000168 · marketforms-63791.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,704.01 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 270.83 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: 0001214659-23-013074 · marketforms-62638.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,903.7 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 176.00 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 18:14 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,601.32 | $25.76 | $41,250.00 |
DisclosureSEC source: 0001214659-23-009232 · marketforms-61775.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,056.98 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 192.27 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: 0001214659-23-004895 · marketforms-59965.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,263.38 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 95.72 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 | 2,319.34 | $30.72 | $71,250.12 |
DisclosureSEC source: 0001214659-23-000137 · marketforms-57741.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,331.88 Underlying: Common Stock · 2,319.34 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 41.46 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| September 30, 2022 Filed Oct 4, 2022 20:20 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,622.64 | $43.91 | $71,250.12 |
DisclosureSEC source: 0001214659-22-011964 · marketforms-57163.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,971.09 Underlying: Common Stock · 1,622.64 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 29.34 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:25 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 1,523.41 | $46.77 | $71,249.89 |
DisclosureSEC source: 0001214659-22-008612 · marketforms-56531.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,319.11 Underlying: Common Stock · 1,523.41 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 13.12 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 | 1,090.12 | $65.36 | $71,250.24 |
DisclosureSEC source: 0001214659-22-004772 · marketforms-55873.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,782.57 Underlying: Common Stock · 1,090.12 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 4.35 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 688.11 | $68.26 | $46,970.39 |
DisclosureSEC source: 0001214659-22-000229 · marketforms-54739.xml · derivative · entry 1 LeFebvre Dale · CIK 0001888278 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 688.11 Underlying: Common Stock · 688.11 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. 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.