Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LINCOLN NATIONAL CORPLNC · Entity 3631 | EVP, Head of Life & Annuities | February 19, 2026 | February 23, 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 February 19, 2026 · Filed February 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 70,536 |
Reported balance
After 2026-02-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-19 · Grant · Acquired 20,574 · Balance 70,536 F1: 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: Includes 520.03 shares acquired through dividend reinvestment since the reporting person's last report. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Includes 520.03 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 |
|---|---|---|---|---|---|---|
| February 19, 2026 Filed Feb 23, 2026 12:32 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 20,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-002270 · marketforms-72144.xml · nonDerivative · entry 1 Kroll Brian · CIK 0002023781 · EVP, Head of Life & Annuities 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,536 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 520.03 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 24, 2025 Filed Nov 25, 2025 14:18 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 861 | $40.34 | $34,732.74 |
DisclosureSEC source: 0001214659-25-017177 · marketforms-71208.xml · nonDerivative · entry 1 Kroll Brian · CIK 0002023781 · EVP, Head of Life & Annuities 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,441.97 F1 · balance_after: Includes 546.85 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,780 | $0.00 Strike: $35.50 | $0.00 |
DisclosureSEC source: 0001214659-25-012443 · marketforms-70307.xml · derivative · entry 3 Kroll Brian · CIK 0002023781 · EVP, Head of Life & Annuities 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,780 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. F4 · derivative.exercise_date: The option vested in three equal installments on February 24, 2017, 2018 and 2019. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 6,362 | $40.87 | $260,014.94 |
DisclosureSEC source: 0001214659-25-012443 · marketforms-70307.xml · nonDerivative · entry 2 Kroll Brian · CIK 0002023781 · EVP, Head of Life & Annuities 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,756.12 F2 · kind: The transaction was a sell-to-cover exercise, with shares sold to cover the option exercise price and taxes, and the reporting person retaining the remaining shares. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.87 to $40.88, 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 2. Read SEC document |
| August 15, 2025 Filed Aug 19, 2025 20:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Exercise / conversionCommon Stock | 6,780 | $35.50 | $240,690.00 |
DisclosureSEC source: 0001214659-25-012443 · marketforms-70307.xml · nonDerivative · entry 1 Kroll Brian · CIK 0002023781 · EVP, Head of Life & Annuities 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,118.12 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 594.92 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 29, 2025 Filed May 30, 2025 20:20 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 10,075 | $33.10 | $333,482.50 |
DisclosureSEC source: 0001214659-25-008578 · marketforms-69702.xml · nonDerivative · entry 1 Kroll Brian · CIK 0002023781 · EVP, Head of Life & Annuities 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,743.2 F1 · 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 1.00 share in the aggregate, and includes 676.57 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:20 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | OtherPhantom Stock Units · Derivative | 14,778.3 | $32.89 | $486,058.29 |
DisclosureSEC source: 0001214659-25-008578 · marketforms-69702.xml · derivative · entry 2 Kroll Brian · CIK 0002023781 · EVP, Head of Life & Annuities 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,719.54 Underlying: Common Stock · 14,778.3 shares Expires not disclosed F2 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. Represents stock units held in the LNC Deferred Compensation and Supplemental/Excess Retirement Plan (the "DC SERP"). The reporting person may transfer his investment in the Phantom Stock account into an alternative investment option in the DC SERP at any time. F2 · derivative.exercise_date: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. Represents stock units held in the LNC Deferred Compensation and Supplemental/Excess Retirement Plan (the "DC SERP"). The reporting person may transfer his investment in the Phantom Stock account into an alternative investment option in the DC SERP at any time. F2 · derivative.expiration_date: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. Represents stock units held in the LNC Deferred Compensation and Supplemental/Excess Retirement Plan (the "DC SERP"). The reporting person may transfer his investment in the Phantom Stock account into an alternative investment option in the DC SERP at any time. F3 · balance_after: Includes 780.13 stock units acquired through the DC SERP's dividend reinvestment feature 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 | 21,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-003287 · marketforms-68284.xml · nonDerivative · entry 1 Kroll Brian · CIK 0002023781 · EVP, Head of Life & Annuities 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,142.63 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. F2 · balance_after: Includes 1,048.63 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| May 22, 2024 Filed May 23, 2024 20:18 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 25,903 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-009849 · marketforms-66011.xml · nonDerivative · entry 1 Kroll Brian · CIK 0002023781 · EVP, Head of Life & Annuities 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,978 F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on May 22, 2027. 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.