Lincoln COO reports 357,500 units, stock options
Lincoln International, Inc. Chief Operating Officer Mary Rose Weber filed an initial Form 3 reporting her equity holdings.
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Form Type
3
Rhea-AI Filing Summary
Lincoln International, Inc. Chief Operating Officer Mary Rose Weber filed an initial Form 3 reporting her equity holdings. She holds 357,500 Common Units of Lincoln International, LP, which may be redeemed on a 1-to-1 basis for shares of Class A Common Stock, with a corresponding number of Class B Common Stock forfeited upon redemption. She also reports multiple stock options over Common Units, some fully vested and others scheduled to vest between January 1, 2027 and January 1, 2030, with exercise prices ranging from $6.83 to $9.09 and expirations between 2026 and 2030.
Insider Trade Summary
9 transactions reported
Mixed
9 txns
Insider
Weber Mary Rose
Role
Chief Operating Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Units | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Stock Option | -- | -- | -- |
| holding | Class B Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Units — 357,500 contracts (Direct);
Stock Option — 195,000 contracts (Direct);
Class B Common Stock — 357,500 shares (Direct)
Footnotes (7)
- F1. The common units of Lincoln International, LP ("Common Units") may be redeemed by the Reporting Person at any time at the option of the holder for shares of Class A Common Stock on a 1-to-1 basis, and a corresponding number of shares of Class B Common Stock will be forfeited in connection with the redemption. The Common Units have no expiration date.
- F2. The stock option is fully vested and exercisable.
- F3. The stock option vests in full on January 1, 2027.
- F4. The stock option vests in full on April 1, 2027.
- F5. The stock option vests in full on January 1, 2028.
- F6. The stock option vests in full on January 1, 2029.
- F7. The stock option vests in full on January 1, 2030.
Key Figures
Common Units held: 357,500 units
Class B Common Stock held: 357,500 shares
Option underlying shares (2030 expiry): 24,050 units
+4 more
7 metrics
Common Units held
357,500 units
Redeemable 1-to-1 for Class A Common Stock
Class B Common Stock held
357,500 shares
Forfeited in equal number upon Common Unit redemption
Option underlying shares (2030 expiry)
24,050 units
Stock option over Common Units, expires 2030-12-31
Lowest option exercise price
$6.83 per unit
Stock options over Common Units expiring 2026 and 2027
Highest option exercise price
$9.09 per unit
Multiple stock options expiring 2027–2030
Largest single option grant
65,000 units
Stock option over Common Units at $7.38, expiring 2026-12-31
Common Units conversion ratio
1-to-1
Each Common Unit redeemable for one Class A share
Key Terms
Class B Common Stock, Common Units, Stock Option, exercise price, +1 more
5 terms
Class B Common Stock financial
"and a corresponding number of shares of Class B Common Stock will be forfeited"
A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.
Common Units financial
"The common units of Lincoln International, LP ("Common Units") may be redeemed"
Common units are the basic ownership stakes in a company, limited partnership, or trust that function like common stock: they give holders a claim on profits and often voting rights. Think of them as the ordinary seats at a table—the most directly affected by the business’s success or failure, so they typically offer higher upside but carry greater risk than preferred claims or creditors, which matters to investors evaluating potential return and safety.
Stock Option financial
"The stock option is fully vested and exercisable."
A stock option is a contract that gives you the right to buy or sell a company's stock at a specific price within a certain time frame. People use them to potentially make money if the stock's price moves favorably or to protect against losses. It's like holding a coupon that can be used to buy or sell stock at a set price later on.
exercise price financial
"conversion_or_exercise_price": "6.8300""
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
vests in full financial
"The stock option vests in full on January 1, 2027."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does Mary Rose Weber’s Form 3 for Lincoln International (LCLN) report?
The Form 3 reports Mary Rose Weber’s initial ownership in Lincoln International. It shows her holdings of Common Units exchangeable for Class A Common Stock and a series of stock options with defined exercise prices, vesting dates, and expiration dates.
How many Common Units does the LCLN COO report owning on the Form 3?
Mary Rose Weber reports holding 357,500 Common Units of Lincoln International, LP. These units are exchangeable on a 1-to-1 basis for shares of Class A Common Stock, with an equal number of Class B Common Stock forfeited upon each redemption.
What are the key terms of Mary Rose Weber’s stock options reported for LCLN?
She holds several stock options over Common Units with exercise prices of $6.83, $7.38, and $9.09 per unit. The options expire between 2026 and 2030, with some fully vested and others scheduled to vest on specific future dates.
How do Lincoln International (LCLN) Common Units convert into Class A Common Stock?
Each Common Unit may be redeemed by the holder for one share of Class A Common Stock. When this happens, a corresponding number of Class B Common Stock shares are forfeited, keeping the overall equity structure aligned with the partnership arrangement.
Are Mary Rose Weber’s LCLN stock options already vested or still vesting?
The filing describes one stock option as fully vested and exercisable, while others vest in full on future dates, including January 1, 2027, April 1, 2027, January 1, 2028, January 1, 2029, and January 1, 2030, as specified in the footnotes.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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