Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LINCOLN NATIONAL CORPLNC · Entity 3631 | EVP, Pres. Workplace Solutions | 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 | 177,838 |
Ending reported balance
After 2026-02-19 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-19 · Grant · Acquired 42,810 · Balance 161,377 F1: Represents acquisition of shares upon settlement of the performance share award for the 2023-2025 performance cycle. Row 2 · 2026-02-19 · Tax withholding · Disposed 20,697 · Balance 140,680 F2: Tax withholding upon settlement of performance share award. Row 3 · 2026-02-19 · Grant · Acquired 37,158 · Balance 177,838 F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents acquisition of shares upon settlement of the performance share award for the 2023-2025 performance cycle.
F2: Tax withholding upon settlement of performance share award.
F3: 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.
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 12:33 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 37,158 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-002273 · marketforms-72139.xml · nonDerivative · entry 3 Reid James Waltman · CIK 0001941164 · EVP, Pres. Workplace Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,838 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, 2029. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 12:33 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 20,697 | $40.10 | $829,949.70 |
DisclosureSEC source: 0001214659-26-002273 · marketforms-72139.xml · nonDerivative · entry 2 Reid James Waltman · CIK 0001941164 · EVP, Pres. Workplace Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,680 F2 · shares: Tax withholding upon settlement of performance share award. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 12:33 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 42,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-26-002273 · marketforms-72139.xml · nonDerivative · entry 1 Reid James Waltman · CIK 0001941164 · EVP, Pres. Workplace Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,377 F1 · shares: Represents acquisition of shares upon settlement of the performance share award for the 2023-2025 performance cycle. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 21:44 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 3,050 | $41.81 | $127,520.50 |
DisclosureSEC source: 0001214659-26-002193 · marketforms-72246.xml · nonDerivative · entry 1 Reid James Waltman · CIK 0001941164 · EVP Workplace Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,567 Read SEC document |
| February 15, 2026 Filed Feb 17, 2026 21:23 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 7,338 | $40.88 | $299,977.44 |
DisclosureSEC source: 0001214659-26-002040 · marketforms-71919.xml · nonDerivative · entry 1 Reid James Waltman · CIK 0001941164 · EVP Workplace Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,617 F1 · shares: Tax withholding upon vesting of restricted stock units. F2 · balance_after: Includes 2,337.56 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| August 10, 2025 Filed Aug 11, 2025 20:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 13,476 | $38.16 | $514,244.16 |
DisclosureSEC source: 0001214659-25-011795 · marketforms-70197.xml · nonDerivative · entry 1 Reid James Waltman · CIK 0001941164 · EVP Workplace Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,617.44 F1 · shares: Tax withholding upon vesting of restricted stock units. F2 · 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 2,379.91 shares in the aggregate, and includes 3,462.22 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 21:18 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 37,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-003285 · marketforms-68287.xml · nonDerivative · entry 1 Reid James Waltman · CIK 0001941164 · EVP, Pres. Workplace Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,011.13 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 2,459.99 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| August 10, 2024 Filed Aug 12, 2024 20:20 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 2,880 | $29.59 | $85,219.20 |
DisclosureSEC source: 0001214659-24-014234 · marketforms-66769.xml · nonDerivative · entry 1 Reid James Waltman · CIK 0001941164 · EVP Workplace Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,438.14 F1 · shares: Tax withholding upon vesting of restricted stock units. F2 · balance_after: Includes 5,169.57 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 21:20 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 1,849 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-003458 · marketforms-64599.xml · nonDerivative · entry 2 Reid James Waltman · CIK 0001941164 · EVP, Pres. Workplace Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,148.57 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 22, 2027. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 21:20 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 42,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-003458 · marketforms-64599.xml · nonDerivative · entry 1 Reid James Waltman · CIK 0001941164 · EVP, Pres. Workplace Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,299.57 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 21, 2027. F2 · balance_after: Includes 1,844.45 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 20:13 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 2,714 | $26.31 | $71,405.34 |
DisclosureSEC source: 0001214659-23-011102 · marketforms-62221.xml · nonDerivative · entry 1 Reid James Waltman · CIK 0001941164 · EVP Workplace Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,830.12 F1 · shares: Tax withholding upon vesting of restricted stock units. F2 · balance_after: Includes 1,913.31 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:16 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 34,195 | $0.00 Strike: $34.99 | $0.00 |
DisclosureSEC source: 0001214659-23-002709 · marketforms-59431.xml · derivative · entry 2 Reid James Waltman · CIK 0001941164 · EVP Head of Wrkplc Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,195 Underlying: Common Stock · 34,195 shares Expires 2033-02-15 F3 · derivative.exercise_date: The option vests in three equal installments on February 15, 2024, 2025 and 2026. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:16 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 17,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-002709 · marketforms-59431.xml · nonDerivative · entry 1 Reid James Waltman · CIK 0001941164 · EVP Head of Wrkplc Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,630.81 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 15, 2026. F2 · balance_after: Includes 711.81 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 20:18 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 27,957 | $0.00 Strike: $48.41 | $0.00 |
DisclosureSEC source: 0001214659-22-010014 · marketforms-56872.xml · derivative · entry 3 Reid James Waltman · CIK 0001941164 · EVP Head of Wrkplc Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,957 Underlying: Common Stock · 27,957 shares Expires 2032-08-10 F3 · derivative.exercise_date: The option vests in three equal installments on August 10, 2023, 2024 and 2025. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 20:18 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 20,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-010014 · marketforms-56872.xml · nonDerivative · entry 2 Reid James Waltman · CIK 0001941164 · EVP Head of Wrkplc Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,067 F2 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest as follows: 25% on August 10, 2023, 25% on August 10, 2024, and the remaining 50% on August 10, 2025. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 20:18 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 12,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-010014 · marketforms-56872.xml · nonDerivative · entry 1 Reid James Waltman · CIK 0001941164 · EVP Head of Wrkplc Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,410 F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest on August 10, 2025. 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.