Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AEGON LTD.AEG · Entity 3394 | See Remarks | March 25, 2026 | March 27, 2026 |
| LINCOLN NATIONAL CORPLNC · Entity 3631 | President - LFGD | February 21, 2021 | February 23, 2021 |
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.
AEGON LTD.
Report date March 25, 2026 · Filed March 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 2,088,444 |
Reported balance
After 2026-03-25 transaction · row 1
1 source rowRow 1 · 2026-03-25 · Tax withholding · Disposed 221,990 · Balance 2,088,444 |
LINCOLN NATIONAL CORP
Report date February 21, 2021 · Filed February 23, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 219,849.53 |
Reported balance
After 2021-02-21 transaction · row 1
1 source rowRow 1 · 2021-02-21 · Tax withholding · Disposed 2,012 · Balance 219,849.53 F1: Tax withholding upon the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Tax withholding upon the vesting of restricted stock units.
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 |
|---|---|---|---|---|---|---|
| March 25, 2026 Filed Mar 27, 2026 20:30 UTC | AEGON LTD. AEG · Entity 3394 | Tax withholdingCommon Shares | 221,990 | $7.15 | $1,587,494.89 |
DisclosureSEC source: 0001493152-26-013215 · ownership.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,088,444 Read SEC document |
| February 21, 2021 Filed Feb 23, 2021 21:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 2,012 | $55.56 | $111,786.72 |
DisclosureSEC source: 0001214659-21-002281 · marketforms-51225.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,849.53 F1 · shares: Tax withholding upon the vesting of restricted stock units. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:37 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 43,493 | $0.00 Strike: $53.54 | $0.00 |
DisclosureSEC source: 0001214659-21-002207 · marketforms-51565.xml · derivative · entry 2 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,493 Underlying: Common Stock · 43,493 shares Expires 2031-02-18 F2 · derivative.exercise_date: The option vests in three equal installments on February 18, 2022, 2023 and 2024. Read SEC document |
| February 18, 2021 Filed Feb 22, 2021 21:37 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 13,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002207 · marketforms-51565.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,861.53 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 18, 2024. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 433 | $54.52 | $23,607.16 |
DisclosureSEC source: 0001214659-21-002133 · marketforms-51224.xml · nonDerivative · entry 2 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,355.53 F2 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 17, 2021 Filed Feb 19, 2021 21:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 1,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-21-002133 · marketforms-51224.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,788.53 F1 · shares: Represents settlement of performance share incentive awards for the 2018-2020 performance cycle. F3 · balance_after: Includes 265.15 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:34 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | OtherPhantom Stock Units · Derivative | 412.99 | $50.31 | $20,777.53 |
DisclosureSEC source: 0001214659-21-000117 · marketforms-50675.xml · derivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,808.91 Underlying: Common Stock · 412.99 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 DC SERP that may be settled in Common Stock only. The reporting person may transfer his Phantom Stock account into an alternative investment account at any time. F2 · shares: Represents Phantom Stock Units acquired in the LNC DC SERP in accordance with the officer's election. The acquisition of these Phantom Stock Units occurs pursuant to a quarterly sweep transaction. 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 DC SERP that may be settled in Common Stock only. The reporting person may transfer his 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 DC SERP that may be settled in Common Stock only. The reporting person may transfer his Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 580.86 stock units acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 21:34 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 25,000 | $52.77 | $1,319,250.00 |
DisclosureSEC source: 0001214659-20-010262 · marketforms-50582.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,130.38 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.67 to $52.86, 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 this footnote 1. Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 21:11 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 56,016 | $0.00 Strike: $35.50 | $0.00 |
DisclosureSEC source: 0001214659-20-010194 · marketforms-50531.xml · derivative · entry 5 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 56,016 shares Expires 2026-02-24 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 · derivative.exercise_date: The option vested in three equal installments on February 24, 2017, 2018 and 2019. Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 21:11 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 54,359 | $0.00 Strike: $29.54 | $0.00 |
DisclosureSEC source: 0001214659-20-010194 · marketforms-50531.xml · derivative · entry 4 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 54,359 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. F2 · derivative.exercise_date: The option vested in three equal installments on February 28, 2014, 2015 and 2016. Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 21:11 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 110,375 | $50.95 | $5,623,606.25 |
DisclosureSEC source: 0001214659-20-010194 · marketforms-50531.xml · nonDerivative · entry 3 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,130.38 F1 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $50.75 to $51.12, 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 |
| December 02, 2020 Filed Dec 4, 2020 21:11 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 56,016 | $35.50 | $1,988,568.00 |
DisclosureSEC source: 0001214659-20-010194 · marketforms-50531.xml · nonDerivative · entry 2 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342,505.38 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 |
| December 02, 2020 Filed Dec 4, 2020 21:11 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 54,359 | $29.54 | $1,605,764.86 |
DisclosureSEC source: 0001214659-20-010194 · marketforms-50531.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,489.38 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 12, 2020 Filed Nov 16, 2020 21:36 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 253 | $39.36 | $9,958.08 |
DisclosureSEC source: 0001214659-20-009604 · marketforms-50055.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,130.38 F1 · balance_after: Includes 992.18 shares acquired through dividend reinvestment since the reporting person's last report. In addition, since the reporting person's last report, the reporting person transferred 35,448 shares of LNC common stock to his former spouse pursuant to a domestic relations order. The reporting person no longer reports as beneficially owned any securities owned by his former spouse. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 20:09 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | OtherPhantom Stock Units · Derivative | 794.85 | $31.33 | $24,902.65 |
DisclosureSEC source: 0001214659-20-008353 · marketforms-49741.xml · derivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,815.06 Underlying: Common Stock · 794.85 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 DC SERP that may be settled in Common Stock only. The reporting person may transfer his Phantom Stock account into an alternative investment account at any time. F2 · shares: Represents Phantom Stock Units acquired in the LNC DC SERP in accordance with the officer's election. The acquisition of these Phantom Stock Units occurs pursuant to a quarterly sweep transaction. 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 DC SERP that may be settled in Common Stock only. The reporting person may transfer his 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 DC SERP that may be settled in Common Stock only. The reporting person may transfer his Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 842.53 stock units acquired through dividend reinvestment since the reporting person's last report. In addition, since the date of the reporting person's last report, 27,978.13 stock units were disposed of pursuant to a domestic relations order. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 17:09 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | OtherPhantom Stock Units · Derivative | 787.47 | $36.79 | $28,971.02 |
DisclosureSEC source: 0001214659-20-006064 · marketforms-49003.xml · derivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,155.81 Underlying: Common Stock · 787.47 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 DC SERP that may be settled in Common Stock only. The reporting person may transfer his Phantom Stock account into an alternative investment account at any time. F2 · shares: Represents Phantom Stock Units acquired in the LNC DC SERP in accordance with the officer's election. The acquisition of these Phantom Stock Units occurs pursuant to a quarterly sweep transaction. 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 DC SERP that may be settled in Common Stock only. The reporting person may transfer his 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 DC SERP that may be settled in Common Stock only. The reporting person may transfer his Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 955.53 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 20:10 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | OtherPhantom Stock Units · Derivative | 157.23 | $26.32 | $4,138.29 |
DisclosureSEC source: 0001214659-20-003138 · marketforms-48496.xml · derivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,412.81 Underlying: Common Stock · 157.23 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 DC SERP that may be settled in Common Stock only. The reporting person may transfer his Phantom Stock account into an alternative investment account at any time. F2 · shares: Represents Phantom Stock Units acquired in the LNC DC SERP in accordance with the officer's election. The acquisition of these Phantom Stock Units occurs pursuant to a quarterly sweep transaction. 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 DC SERP that may be settled in Common Stock only. The reporting person may transfer his 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 DC SERP that may be settled in Common Stock only. The reporting person may transfer his Phantom Stock account into an alternative investment account at any time. Read SEC document |
| March 12, 2020 Filed Mar 13, 2020 20:16 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | OtherPhantom Stock Unit · Derivative | 10,697.48 | $23.37 | $250,000.11 |
DisclosureSEC source: 0001214659-20-002612 · marketforms-48288.xml · derivative · entry 2 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,255.58 Underlying: Common Stock · 10,697.48 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 DC SERP that may be settled in Common Stock only. The reporting person may transfer his Phantom Stock account into an alternative investment account at any time. 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 DC SERP that may be settled in Common Stock only. The reporting person may transfer his 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 DC SERP that may be settled in Common Stock only. The reporting person may transfer his Phantom Stock account into an alternative investment account at any time. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 20:16 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | OtherPhantom Stock Unit · Derivative | 15,688.74 | $31.87 | $500,000.14 |
DisclosureSEC source: 0001214659-20-002612 · marketforms-48288.xml · derivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,558.11 Underlying: Common Stock · 15,688.74 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 DC SERP that may be settled in Common Stock only. The reporting person may transfer his Phantom Stock account into an alternative investment account at any time. 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 DC SERP that may be settled in Common Stock only. The reporting person may transfer his 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 DC SERP that may be settled in Common Stock only. The reporting person may transfer his Phantom Stock account into an alternative investment account at any time. F2 · balance_after: Includes 1,588.31 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 15:24 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 2,585 | $59.77 | $154,505.45 |
DisclosureSEC source: 0001214659-20-001803 · marketforms-47889.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,839.2 F1 · shares: Tax withholding upon the vesting of restricted stock units. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 18:44 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 50,946 | $0.00 Strike: $60.86 | $0.00 |
DisclosureSEC source: 0001214659-20-001668 · marketforms-47820.xml · derivative · entry 4 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,946 Underlying: Common Stock · 50,946 shares Expires 2030-02-19 F4 · derivative.exercise_date: The option vests in three equal installments on February 19, 2021, 2022 and 2023. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 18:44 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 10,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-001668 · marketforms-47820.xml · nonDerivative · entry 3 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,425 F3 · 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, 2023. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 18:44 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 4,074 | $60.86 | $247,943.64 |
DisclosureSEC source: 0001214659-20-001668 · marketforms-47820.xml · nonDerivative · entry 2 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,792 F2 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 18:44 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 10,776 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-20-001668 · marketforms-47820.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 262,866 F1 · shares: Represents settlement of performance share incentive awards for the 2017-2019 performance cycle. F5 · balance_after: Includes 186.42 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 16:44 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 386 | $58.03 | $22,399.58 |
DisclosureSEC source: 0001214659-19-007298 · marketforms-46123.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,903.58 F1 · balance_after: Includes 462.59 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 20:59 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 47,161 | $0.00 Strike: $63.01 | $0.00 |
DisclosureSEC source: 0001214659-19-001692 · marketforms-44298.xml · derivative · entry 4 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,161 Underlying: Common Stock · 47,161 shares Expires 2029-02-27 F4 · derivative.exercise_date: The option vests in three equal installments on February 27, 2020, 2021 and 2022. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 20:59 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 9,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001692 · marketforms-44298.xml · nonDerivative · entry 3 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,827 F3 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on February 27, 2022. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 20:59 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 17,856 | $63.01 | $1,125,106.56 |
DisclosureSEC source: 0001214659-19-001692 · marketforms-44298.xml · nonDerivative · entry 2 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,856 F2 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 20:59 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 42,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001692 · marketforms-44298.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,712 F1 · shares: Represents settlement of performance share incentive awards for the 2016-2018 performance cycle. Read SEC document |
| February 24, 2019 Filed Feb 26, 2019 17:41 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 6,074 | $62.81 | $381,507.94 |
DisclosureSEC source: 0001214659-19-001511 · marketforms-44241.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,682 F1 · shares: Tax withholding upon the vesting of restricted stock units. F2 · balance_after: Includes 191.06 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 16:09 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | OtherPhantom Stock Units · Derivative | 9,176 | $54.49 | $500,000.24 |
DisclosureSEC source: 0001214659-18-007666 · marketforms-43508.xml · derivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,281.05 Underlying: Common Stock · 9,176 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 DC SERP 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: Represents Phantom Stock Units acquired in the LNC DC SERP in accordance with the officer's election. These shares were transferred into alternative investment accounts in the LNC DC SERP at the discretion of the officer. 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 DC SERP 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 DC SERP 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 |
| November 26, 2018 Filed Nov 28, 2018 19:09 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 445 | $62.46 | $27,794.70 |
DisclosureSEC source: 0001214659-18-007323 · marketforms-43334.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,598.67 F1 · balance_after: Includes 313.54 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 29, 2018 Filed Feb 14, 2019 18:22 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GiftCommon Stock | 155 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001148 · marketforms-44076.xml · nonDerivative · entry 2 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,565.67 Read SEC document |
| June 26, 2018 Filed Feb 14, 2019 18:22 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GiftCommon Stock | 39 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001148 · marketforms-44076.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,565.67 Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:12 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 528 | $70.20 | $37,065.60 |
DisclosureSEC source: 0001214659-18-003294 · marketforms-41892.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,730.12 F1 · shares: Tax withholding upon vesting of restricted stock units. F2 · balance_after: Includes 142.32 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 22:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 2,804 | $78.02 | $218,768.08 |
DisclosureSEC source: 0001214659-18-001625 · marketforms-41185.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,116.24 F1 · shares: Tax withholding upon vesting of restricted stock units. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:48 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 31,297 | $0.00 Strike: $78.32 | $0.00 |
DisclosureSEC source: 0001214659-18-001514 · marketforms-41101.xml · derivative · entry 4 Fuller Wilford H. · CIK 0001455651 · President - LFGD & Annuities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,297 Underlying: Common Stock · 31,297 shares Expires 2028-02-21 F5 · derivative.exercise_date: The option vests in three equal annual installments on February 21, 2019, 2020 and 2021. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:48 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 7,640 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-001514 · marketforms-41101.xml · nonDerivative · entry 3 Fuller Wilford H. · CIK 0001455651 · President - LFGD & Annuities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,920.4 F4 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common Stock that vest on February 21, 2021. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:48 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 4,749 | $78.32 | $371,941.68 |
DisclosureSEC source: 0001214659-18-001514 · marketforms-41101.xml · nonDerivative · entry 2 Fuller Wilford H. · CIK 0001455651 · President - LFGD & Annuities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 220,280.4 F3 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:48 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 15,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-001514 · marketforms-41101.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD & Annuities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,029.4 F1 · shares: Represents settlement of performance share incentive awards for the 2015-2017 performance cycle. F2 · balance_after: Includes 116.59 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 10, 2017 Filed Nov 13, 2017 23:53 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 336 | $73.49 | $24,692.64 |
DisclosureSEC source: 0001214659-17-006631 · marketforms-40139.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,246.81 F1 · balance_after: Includes 370.33 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 23, 2017 Filed Feb 14, 2019 18:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GiftCommon Stock | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001147 · marketforms-43710.xml · nonDerivative · entry 6 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,363.4 Read SEC document |
| June 19, 2017 Filed Feb 14, 2019 18:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GiftCommon Stock | 292 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001147 · marketforms-43710.xml · nonDerivative · entry 5 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,363.4 Read SEC document |
| April 06, 2017 Filed Feb 14, 2019 18:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GiftCommon Stock | 16 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001147 · marketforms-43710.xml · nonDerivative · entry 4 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,363.4 Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 21:47 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 3,308 | $70.82 | $234,272.56 |
DisclosureSEC source: 0001214659-17-001422 · marketforms-38100.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,212.48 F1 · shares: Tax withholding upon vesting of restricted stock units. Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 21:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 2,275 | $71.83 | $163,417.12 |
DisclosureSEC source: 0001214659-17-001351 · marketforms-38021.xml · nonDerivative · entry 4 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,520.48 F5 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $71.825 to $71.854, 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 5 to this Form. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 28,227 | $0.00 Strike: $71.70 | $0.00 |
DisclosureSEC source: 0001214659-17-001351 · marketforms-38021.xml · derivative · entry 5 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,227 Underlying: Common Stock · 28,227 shares Expires 2027-02-22 F6 · derivative.exercise_date: The option vests in three equal annual installments on February 22, 2018, 2019 and 2020. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 7,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001351 · marketforms-38021.xml · nonDerivative · entry 3 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,795.48 F4 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common Stock. The restricted stock units vest on February 22, 2019. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 5,845 | $71.70 | $419,086.50 |
DisclosureSEC source: 0001214659-17-001351 · marketforms-38021.xml · nonDerivative · entry 2 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,203.48 F3 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 17,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001351 · marketforms-38021.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,048.48 F1 · shares: Represents settlement of performance share incentive awards for the 2014-2016 performance cycle. F2 · balance_after: Includes 125.96 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.