Lincoln International director discloses share holdings
Lincoln International, Inc. director and 10% owner Robert Bruce Barr filed an initial ownership report showing substantial positions in the company.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
3
Rhea-AI Filing Summary
Lincoln International, Inc. director and 10% owner Robert Bruce Barr filed an initial ownership report showing substantial positions in the company. He holds 12,931,100 shares of Class C Common Stock directly and 975,000 shares indirectly through the Robert B. Barr 2025 GRAT, plus 527,800 shares of Class A Common Stock directly.
He also holds Common Units of Lincoln International, LP that are redeemable on a 1-to-1 basis for Class A Common Stock, with a corresponding number of Class C shares forfeited upon each redemption. The filing records holdings only, with no reported purchases or sales.
Insider Trade Summary
5 transactions reported
Mixed
5 txns
Insider
Barr Robert Bruce
Role
Director, 10% Owner
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Units | -- | -- | -- |
| holding | Common Units | -- | -- | -- |
| holding | Class A Common Stock | -- | -- | -- |
| holding | Class C Common Stock | -- | -- | -- |
| holding | Class C Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Units — 12,931,100 contracts (Direct);
Common Units — 975,000 contracts (Indirect, By the Robert B. Barr 2025 GRAT);
Class A Common Stock — 527,800 shares (Direct);
Class C Common Stock — 12,931,100 shares (Direct);
Class C Common Stock — 975,000 shares (Indirect, By the Robert B. Barr 2025 GRAT)
Footnotes (1)
- 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 C Common Stock will be forfeited in connection with the redemption. The Common Units have no expiration date.
Key Figures
Direct Class C Common Stock: 12,931,100 shares
Indirect Class C via 2025 GRAT: 975,000 shares
Direct Class A Common Stock: 527,800 shares
+3 more
6 metrics
Direct Class C Common Stock
12,931,100 shares
Direct holdings reported on Form 3
Indirect Class C via 2025 GRAT
975,000 shares
Held by the Robert B. Barr 2025 GRAT
Direct Class A Common Stock
527,800 shares
Direct Class A holdings
Indirect Common Units
975,000 units
Redeemable 1:1 into Class A Common Stock
Direct Common Units
12,931,100 units
Redeemable 1:1 into Class A Common Stock
Common Units exercise price
$0.0000 per unit
Exercise/redemption price as disclosed
Key Terms
Class C Common Stock, Class A Common Stock, Common Units, GRAT, +1 more
5 terms
Class C Common Stock financial
"He holds 12,931,100 shares of Class C Common Stock directly"
A class C common stock is a type of company share that usually represents ownership but often carries limited or no voting power compared with other share classes. For investors, that matters because it can affect influence over company decisions and sometimes the stock’s price or dividend priority — think of it as owning a ticket to the same event but in a section with less say in how the event is run.
Class A Common Stock financial
"He also holds Common Units redeemable for Class A Common Stock"
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
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.
GRAT financial
"975,000 shares indirectly through the Robert B. Barr 2025 GRAT"
ten percent owner financial
"director and 10% owner Robert Bruce Barr filed an initial ownership report"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does Robert Bruce Barr’s Form 3 for Lincoln International (LCLN) show?
The Form 3 shows Robert Bruce Barr’s existing ownership in Lincoln International, Inc., including large direct and indirect stakes in Class C and Class A common stock. It is an initial ownership filing and does not report any new purchases or sales.
What Class A Common Stock position does Robert Bruce Barr report in LCLN?
He reports direct ownership of 527,800 shares of Class A Common Stock. In addition, his Common Units in Lincoln International, LP are redeemable into Class A shares on a 1-to-1 basis, which could further increase his Class A holdings if he chooses to redeem units.
What are Lincoln International, LP Common Units held by Robert Bruce Barr?
The Common Units of Lincoln International, LP held by Barr are redeemable for Class A Common Stock on a 1-to-1 basis. When these units are redeemed, an equal number of Class C shares is forfeited, maintaining the company’s overall equity structure while shifting his ownership mix.
Does Robert Bruce Barr’s Form 3 for LCLN indicate recent insider buying or selling?
No, the Form 3 lists existing holdings but does not show any transactions classified as purchases or sales. It is a baseline disclosure of Barr’s beneficial ownership positions rather than a record of trading activity in Lincoln International’s securities.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Accepted by SEC EDGAR
Learn about SEC filing dates