Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LINCOLN NATIONAL CORPLNC · Entity 3631 | EVP, Chief Information Officer | March 13, 2026 | March 16, 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 March 13, 2026 · Filed March 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,796 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Purchase · Acquired 300 · Balance 37,796 F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $32.58 to $32.64, 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 purchased at each separate price within the range set forth in this footnote 1. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $32.58 to $32.64, 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 purchased at each separate price within the range set forth in this footnote 1.
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 13, 2026 Filed Mar 16, 2026 20:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | PurchaseCommon Stock | 300 | $32.61 | $9,783.00 |
DisclosureSEC source: 0001214659-26-003326 · marketforms-72551.xml · nonDerivative · entry 1 Charters Jennifer · CIK 0002043814 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,796 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $32.58 to $32.64, 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 purchased at each separate price within the range set forth in this footnote 1. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 12:30 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 18,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-002267 · marketforms-72143.xml · nonDerivative · entry 1 Charters Jennifer · CIK 0002043814 · EVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,496 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, 2029. F2 · balance_after: Includes 875 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:19 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 17,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-003289 · marketforms-68289.xml · nonDerivative · entry 1 Charters Jennifer · CIK 0002043814 · EVP & Chf Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,917 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.