Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LINCOLN NATIONAL CORPLNC · Entity 3631 | EVP, Pres. Retail Solutions | February 21, 2024 | February 23, 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 February 21, 2024 · Filed February 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 138,793.28 |
Reported balance
After 2024-02-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-02-21 · Grant · Acquired 48,184 · Balance 138,793.28 F1: 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: Includes 2,969.29 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 21, 2027.
F2: Includes 2,969.29 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 21, 2024 Filed Feb 23, 2024 21:21 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 48,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-24-003459 · marketforms-64594.xml · nonDerivative · entry 1 Grove Matthew · CIK 0001937707 · EVP, Pres. Retail Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,793.28 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 2,969.29 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 20:11 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | Tax withholdingCommon Stock | 8,787 | $26.31 | $231,185.97 |
DisclosureSEC source: 0001214659-23-011094 · marketforms-62222.xml · nonDerivative · entry 1 Grove Matthew · CIK 0001937707 · EVP Retail Solutions 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,639.99 F1 · shares: Tax withholding upon vesting of restricted stock units. F2 · balance_after: Includes 3,443.84 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:18 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 42,700 | $0.00 Strike: $34.99 | $0.00 |
DisclosureSEC source: 0001214659-23-002716 · marketforms-59428.xml · derivative · entry 2 Grove Matthew · CIK 0001937707 · EVP Head of Life Annuities LFN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,700 Underlying: Common Stock · 42,700 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 21:18 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 22,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-23-002716 · marketforms-59428.xml · nonDerivative · entry 1 Grove Matthew · CIK 0001937707 · EVP Head of Life Annuities LFN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,983.15 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 1,489.15 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 20:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantEmployee Stock Option (right to buy) · Derivative | 34,902 | $0.00 Strike: $48.41 | $0.00 |
DisclosureSEC source: 0001214659-22-010012 · marketforms-56871.xml · derivative · entry 3 Grove Matthew · CIK 0001937707 · EVP Head of Life Annuities LFN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,902 Underlying: Common Stock · 34,902 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 20:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 53,708 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-010012 · marketforms-56871.xml · nonDerivative · entry 2 Grove Matthew · CIK 0001937707 · EVP Head of Life Annuities LFN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,201 F2 · shares: Grant of restricted stock units representing a contingent right to receive shares of LNC common stock. The restricted stock units vest in three equal installments on August 10, 2023, 2024 and 2025. Read SEC document |
| August 10, 2022 Filed Aug 12, 2022 20:17 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantCommon Stock | 15,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-22-010012 · marketforms-56871.xml · nonDerivative · entry 1 Grove Matthew · CIK 0001937707 · EVP Head of Life Annuities LFN 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,493 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.