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 |
|---|---|---|---|---|---|---|
| November 11, 2016 Filed Nov 15, 2016 15:55 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 170 | $60.11 | $10,218.70 |
DisclosureSEC source: 0001214659-16-014691 · marketforms-36941.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,470.53 Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 18:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 41,209 | $0.00 Strike: $24.99 | $0.00 |
DisclosureSEC source: 0001214659-16-014582 · marketforms-36889.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 · 41,209 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. F4 · derivative.exercise_date: The option vested in three equal installments on February 22, 2013, 2014 and 2015. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 18:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 22,485 | $0.00 Strike: $30.64 | $0.00 |
DisclosureSEC source: 0001214659-16-014582 · marketforms-36889.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 · 22,485 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. F3 · derivative.exercise_date: The option vested in three equal installments on February 23, 2012, 2013 and 2014. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 18:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 63,694 | $59.13 | $3,765,958.71 |
DisclosureSEC source: 0001214659-16-014582 · marketforms-36889.xml · nonDerivative · entry 3 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,640.53 F2 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $58.99 to $59.28, 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 2 to this Form. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 18:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 41,209 | $24.99 | $1,029,812.91 |
DisclosureSEC source: 0001214659-16-014582 · marketforms-36889.xml · nonDerivative · entry 2 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,334.53 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 10, 2016 Filed Nov 14, 2016 18:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 22,485 | $30.64 | $688,940.40 |
DisclosureSEC source: 0001214659-16-014582 · marketforms-36889.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,125.53 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 495.75 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| June 29, 2016 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 3 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,596.48 Read SEC document |
| June 20, 2013 Filed Feb 14, 2019 18:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GiftCommon Stock | 70 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001147 · marketforms-43710.xml · nonDerivative · entry 2 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,983.59 Read SEC document |
| April 29, 2013 Filed Feb 14, 2019 18:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GiftCommon Stock | 299 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001147 · marketforms-43710.xml · nonDerivative · entry 1 Fuller Wilford H. · CIK 0001455651 · President - LFGD 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,983.59 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.