Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LINCOLN NATIONAL CORPLNC · Entity 3631 | EVP & Chief Information Ofc. | May 07, 2024 | May 09, 2024 |
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 May 07, 2024 · Filed May 09, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 149,624.47 |
Reported balance
After 2024-05-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-05-07 · Tax withholding · Disposed 590 · Balance 149,624.47 F1: Tax withholding upon vesting of restricted stock units. F2: Includes 1,619.27 shares acquired through dividend reinvestment since the reporting person's last report. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 3,662.58 |
Reported balance
Holding disclosure · report date 2024-05-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,662.58 F3: Represents the number of shares of common stock beneficially owned through the Company's 401(k) Plan as of 5/1/2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Tax withholding upon vesting of restricted stock units.
F2: Includes 1,619.27 shares acquired through dividend reinvestment since the reporting person's last report.
F3: Represents the number of shares of common stock beneficially owned through the Company's 401(k) Plan as of 5/1/2024.
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 27, 2019 Filed Mar 1, 2019 21:01 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 29,760 | $0.00 Strike: $63.01 | $0.00 |
DisclosureSEC source: 0001214659-19-001697 · marketforms-44301.xml · derivative · entry 4 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,760 Underlying: Common Stock · 29,760 shares Expires 2029-02-27 F4 · derivative.exercise_date: The option vests in three equal installments on February 27, 2020, 2021 and 2022. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 21:01 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 6,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001697 · marketforms-44301.xml · nonDerivative · entry 3 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,242.33 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 27, 2022. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 21:01 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 7,066 | $63.01 | $445,228.66 |
DisclosureSEC source: 0001214659-19-001697 · marketforms-44301.xml · nonDerivative · entry 2 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,950.33 F2 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 27, 2019 Filed Mar 1, 2019 21:01 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 14,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-19-001697 · marketforms-44301.xml · nonDerivative · entry 1 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,016.33 F1 · shares: Represents settlement of performance share incentive awards for the 2016-2018 performance cycle. Read SEC document |
| February 24, 2019 Filed Feb 26, 2019 17:42 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 1,648 | $62.81 | $103,510.88 |
DisclosureSEC source: 0001214659-19-001515 · marketforms-44246.xml · nonDerivative · entry 1 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,688.33 F1 · shares: Tax withholding upon vesting of restricted stock units. F2 · balance_after: Includes 69.70 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 26, 2018 Filed Nov 28, 2018 19:10 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 187 | $62.46 | $11,680.02 |
DisclosureSEC source: 0001214659-18-007324 · marketforms-43330.xml · nonDerivative · entry 1 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,267.73 F1 · balance_after: Includes 166.67 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 22:16 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 649 | $78.02 | $50,634.98 |
DisclosureSEC source: 0001214659-18-001623 · marketforms-41183.xml · nonDerivative · entry 1 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,181.78 F1 · shares: Tax withholding upon vesting of restricted stock units. Read SEC document |
| February 22, 2018 Filed Feb 23, 2018 21:50 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 1,875 | $78.53 | $147,243.75 |
DisclosureSEC source: 0001214659-18-001517 · marketforms-41105.xml · nonDerivative · entry 4 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,831.08 Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:50 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 13,734 | $0.00 Strike: $78.32 | $0.00 |
DisclosureSEC source: 0001214659-18-001517 · marketforms-41105.xml · derivative · entry 5 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,734 Underlying: Common Stock · 13,734 shares Expires 2028-02-21 F5 · derivative.exercise_date: The option vests in three equal annual installments on February 21, 2019, 2020 and 2021. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:50 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 3,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-001517 · marketforms-41105.xml · nonDerivative · entry 3 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,706.08 F4 · 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, 2021. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:50 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 1,468 | $78.32 | $114,973.76 |
DisclosureSEC source: 0001214659-18-001517 · marketforms-41105.xml · nonDerivative · entry 2 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,353.08 F3 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:50 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 4,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-001517 · marketforms-41105.xml · nonDerivative · entry 1 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,821.08 F1 · shares: Represents settlement of performance share incentive awards for the 2015-2017 performance cycle. F2 · balance_after: Includes 37.29 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 10, 2017 Filed Nov 13, 2017 23:53 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 155 | $73.49 | $11,390.95 |
DisclosureSEC source: 0001214659-17-006633 · marketforms-40136.xml · nonDerivative · entry 1 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,583.79 F1 · balance_after: Includes 118.28 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 24, 2017 Filed Feb 27, 2017 21:48 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 795 | $70.82 | $56,301.90 |
DisclosureSEC source: 0001214659-17-001424 · marketforms-38105.xml · nonDerivative · entry 1 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,620.5 F1 · shares: Tax withholding upon vesting of restricted stock units. Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 21:15 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | SaleCommon Stock | 2,275 | $71.78 | $163,291.54 |
DisclosureSEC source: 0001214659-17-001355 · marketforms-38022.xml · nonDerivative · entry 4 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,415.5 F5 · price: The price reported in Column 4 is a weighted price. These shares were sold in multiple transactions at prices ranging from $71.753 to $71.792, 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 5 to this Form. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:15 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 9,615 | $0.00 Strike: $71.70 | $0.00 |
DisclosureSEC source: 0001214659-17-001355 · marketforms-38022.xml · derivative · entry 5 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,615 Underlying: Common Stock · 9,615 shares Expires 2027-02-22 F6 · derivative.exercise_date: The option vests in three equal annual installments on February 22, 2018, 2019 and 2020. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:15 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 2,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001355 · marketforms-38022.xml · nonDerivative · entry 3 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,690.5 F4 · 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, 2019. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:15 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 2,097 | $71.70 | $150,354.90 |
DisclosureSEC source: 0001214659-17-001355 · marketforms-38022.xml · nonDerivative · entry 2 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,104.5 F3 · shares: Tax withholding upon vesting of performance shares. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:15 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 5,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-001355 · marketforms-38022.xml · nonDerivative · entry 1 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,201.5 F1 · shares: Represents settlement of performance share incentive awards for the 2014-2016 performance cycle. F2 · balance_after: Includes 39.51 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| November 11, 2016 Filed Nov 15, 2016 15:53 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 149 | $60.11 | $8,956.39 |
DisclosureSEC source: 0001214659-16-014689 · marketforms-36943.xml · nonDerivative · entry 1 Solon Kenneth S. · CIK 0001663463 · EVP & Chief Information Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,454.93 F1 · balance_after: Includes 99.58 shares acquired through dividend reinvestment since the reporting person's last report. 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.