Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LINCOLN NATIONAL CORPLNC · Entity 3631 | EVP, Chief Investment Officer | May 26, 2025 | May 28, 2025 |
| Lincoln Bain Capital Total Credit FundLNBIX · Entity 29565 | Director · Chair & President | September 09, 2025 | September 09, 2025 |
| Lincoln Partners Group Royalty FundLNPIX · Entity 41049 | Director · Chair & President | September 19, 2025 | September 19, 2025 |
| REINSURANCE GROUP OF AMERICA INCRGA · Entity 2716 | EVP, Chief Investment Officer | April 15, 2026 | April 24, 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 May 26, 2025 · Filed May 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 77,219.68 |
Reported balance
After 2025-05-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-26 · Tax withholding · Disposed 815 · Balance 77,219.68 F1: Tax withholding upon vesting of restricted stock units. F2: Reflects a correction to the number of shares reported as acquired through dividend reinvestment in certain prior periods, which due to an administrative error had been overstated by 125.68 shares in the aggregate, and includes 981.27 shares acquired through dividend reinvestment since the reporting person's last report. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 10,129.66 |
Reported balance
Holding disclosure · report date 2025-05-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,129.66 F3: Represents the number of shares of common stock beneficially owned through the Company's 401(k) Plan as of 5/1/2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Tax withholding upon vesting of restricted stock units.
F2: Reflects a correction to the number of shares reported as acquired through dividend reinvestment in certain prior periods, which due to an administrative error had been overstated by 125.68 shares in the aggregate, and includes 981.27 shares acquired through dividend reinvestment since the reporting person's last report.
F3: Represents the number of shares of common stock beneficially owned through the Company's 401(k) Plan as of 5/1/2025.
Lincoln Bain Capital Total Credit Fund
Report date September 09, 2025 · Filed September 09, 2025
This filing explicitly reported no securities owned.
Lincoln Partners Group Royalty Fund
Report date September 19, 2025 · Filed September 19, 2025
This filing explicitly reported no securities owned.
REINSURANCE GROUP OF AMERICA INC
Report date April 15, 2026 · Filed April 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share Unit - March 2026SEC Table II · derivative / convertible security · Conversion / exercise price $200.50 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-04-15 · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · Balance Not disclosed F1: Stock appreciation rights and restricted share units settle in common stock, vest in 33 1/3% increments, beginning on the first anniversary date of the grant, and fully vest on March 19, 2029. |
| Stock Appreciation Right (right to purchase) 2026SEC Table II · derivative / convertible security · Conversion / exercise price $200.50 · Expires 2036-03-19 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2026-04-15 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F1: Stock appreciation rights and restricted share units settle in common stock, vest in 33 1/3% increments, beginning on the first anniversary date of the grant, and fully vest on March 19, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock appreciation rights and restricted share units settle in common stock, vest in 33 1/3% increments, beginning on the first anniversary date of the grant, and fully vest on March 19, 2029.
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 |
|---|---|---|---|---|---|---|
| May 26, 2025 Filed May 28, 2025 20:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 815 | $32.38 | $26,389.70 |
DisclosureSEC source: 0001214659-25-008477 · marketforms-69433.xml · nonDerivative · entry 1 Bronchetti Jayson R · CIK 0001930784 · EVP, Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,219.68 F1 · shares: Tax withholding upon vesting of restricted stock units. F2 · balance_after: Reflects a correction to the number of shares reported as acquired through dividend reinvestment in certain prior periods, which due to an administrative error had been overstated by 125.68 shares in the aggregate, and includes 981.27 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:20 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 24,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-003290 · marketforms-68283.xml · nonDerivative · entry 1 Bronchetti Jayson R · CIK 0001930784 · EVP, Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,179.09 F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on February 19, 2028. Read SEC document |
| February 16, 2025 Filed Feb 18, 2025 21:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 1,203 | $39.09 | $47,025.27 |
DisclosureSEC source: 0001214659-25-002964 · marketforms-67888.xml · nonDerivative · entry 1 Bronchetti Jayson R · CIK 0001930784 · EVP, Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,863.09 F1 · shares: Tax withholding upon vesting of restricted stock units. F2 · balance_after: Includes 2,696.78 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 25,946 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-003451 · marketforms-64591.xml · nonDerivative · entry 1 Bronchetti Jayson R · CIK 0001930784 · EVP, Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,369.31 F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on February 21, 2027. Read SEC document |
| February 17, 2024 Filed Feb 20, 2024 21:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 745 | $27.35 | $20,375.75 |
DisclosureSEC source: 0001214659-24-003146 · marketforms-64686.xml · nonDerivative · entry 1 Bronchetti Jayson R · CIK 0001930784 · EVP, Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,423.31 F1 · shares: Tax withholding upon vesting of restricted stock units. F2 · balance_after: Includes 1,791.39 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 21:14 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 603 | $33.82 | $20,393.46 |
DisclosureSEC source: 0001214659-23-002901 · marketforms-59577.xml · nonDerivative · entry 1 Bronchetti Jayson R · CIK 0001930784 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,376.92 F1 · shares: Tax withholding upon vesting of restricted stock units. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 20,529 | $0.00 Strike: $34.99 | $0.00 |
DisclosureSEC source: 0001214659-23-002712 · marketforms-59422.xml · derivative · entry 3 Bronchetti Jayson R · CIK 0001930784 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,529 Underlying: Common Stock · 20,529 shares Expires 2033-02-15 F4 · derivative.exercise_date: The option vests in three equal installments on February 15, 2024, 2025 and 2026. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 10,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-002712 · marketforms-59422.xml · nonDerivative · entry 1 Bronchetti Jayson R · CIK 0001930784 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,979.92 F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on February 15, 2026. F2 · balance_after: Includes 170 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 05, 2022 Filed Dec 7, 2022 21:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 18,156 | $0.00 Strike: $37.74 | $0.00 |
DisclosureSEC source: 0001214659-22-014623 · marketforms-57786.xml · derivative · entry 3 Bronchetti Jayson R · CIK 0001930784 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,156 Underlying: Common Stock · 18,156 shares Expires 2032-12-05 F4 · derivative.exercise_date: The option vests on December 5, 2025. Read SEC document |
| December 05, 2022 Filed Dec 7, 2022 21:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 3,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-014623 · marketforms-57786.xml · nonDerivative · entry 1 Bronchetti Jayson R · CIK 0001930784 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,091.92 F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on December 5, 2025. F2 · balance_after: Includes 162.92 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 17, 2022 Filed Nov 18, 2022 21:16 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | OtherCommon Stock | 5,532.5 | $36.15 | $199,999.88 |
DisclosureSEC source: 0001214659-22-014001 · marketforms-57583.xml · nonDerivative · entry 1 Bronchetti Jayson R · CIK 0001930784 · EVP, Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Indirect · In 401(k) Disclosed balance after: 8,605.56 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.