Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LINCOLN NATIONAL CORPLNC · Entity 3631 | EVP, Chief Investment Officer | February 19, 2026 | February 23, 2026 |
| Lincoln Bain Capital Total Credit FundLNBIX · Entity 29565 | Director · Chair & President | October 23, 2025 | October 23, 2025 |
| Lincoln Partners Group Royalty FundLNPIX · Entity 41049 | Director · Chair & President | October 23, 2025 | October 23, 2025 |
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 | 27,614 |
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 13,716 · Balance 27,614 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 145 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 145 shares acquired through dividend reinvestment since the reporting person's last report.
Lincoln Bain Capital Total Credit Fund
Report date October 23, 2025 · Filed October 23, 2025
This filing explicitly reported no securities owned.
Lincoln Partners Group Royalty Fund
Report date October 23, 2025 · Filed October 23, 2025
This filing explicitly reported no securities owned.
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 | 13,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-002271 · marketforms-72145.xml · nonDerivative · entry 1 Morriss John G · CIK 0002092168 · EVP, Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,614 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 145 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 12:41 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 13,753 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-016478 · marketforms-71257.xml · nonDerivative · entry 1 Morriss John G · CIK 0002092168 · EVP, Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,753 F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest as follows: 35% on November 12, 2027, and the remaining 65% on November 12, 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.