Lincoln International (LCLN) CFO discloses 341,250 units and option grants
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
Lincoln International, Inc. Chief Financial Officer Theodore J. Heidloff filed an initial ownership report showing significant equity alignment with shareholders. He beneficially owns 341,250 Common Units paired with Class B Common Stock, which may be redeemed for an equal number of Class A Common Stock on a 1‑to‑1 basis.
He also holds multiple stock options on Common Units with exercise prices of $6.83 and $9.09 per unit, expiring between 2026 and 2030. One option grant is already fully vested and exercisable, while others vest in full on specific future dates from January 1, 2027 through January 1, 2030.
Positive
- None.
Negative
- None.
Insider Trade Summary
8 transactions reported
Mixed
8 txns
Insider
Heidloff Theodore J.
Role
Chief Financial 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 | Class B Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Units — 341,250 shares (Direct, null);
Stock Option — 8,450 shares (Direct, null);
Class B Common Stock — 341,250 shares (Direct, null)
Footnotes (1)
- 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. The stock option is fully vested and exercisable. The stock option vests in full on January 1, 2027. The stock option vests in full on April 1, 2027. The stock option vests in full on January 1, 2028. The stock option vests in full on January 1, 2029. The stock option vests in full on January 1, 2030.
Key Figures
Common Units held: 341,250 units
Class B Common Stock holding: 341,250 shares
Stock option exercise price: $9.09 per unit
+5 more
8 metrics
Common Units held
341,250 units
Beneficial ownership linked to Class B Common Stock, redeemable 1‑for‑1 into Class A
Class B Common Stock holding
341,250 shares
Direct holding corresponding to Common Units as of the Form 3 date
Stock option exercise price
$9.09 per unit
Exercise price for multiple stock option grants on Common Units
Lower stock option exercise price
$6.83 per unit
Exercise price for certain stock option grants on Common Units
Option grant size
7,800 underlying units
Underlying Common Units for several stock option positions
Larger option grant size
8,450 underlying units
Underlying Common Units for other stock option positions
Earliest option expiry
December 31, 2026
Expiration date for one stock option grant
Latest option expiry
December 31, 2030
Expiration date for longest‑dated stock option grant
Key Terms
Class B Common Stock, Common Units, Stock Option, exercise price, +1 more
5 terms
Class B Common Stock financial
"The common units of Lincoln International, LP ("Common Units") may be redeemed... 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 by the Reporting Person at any time"
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
"The stock option shows a conversion or exercise price of 6.8300 or 9.0900 per Common Unit"
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
What does Lincoln International (LCLN) CFO Theodore Heidloff report on this Form 3?
Theodore J. Heidloff reports his initial beneficial ownership in Lincoln International. He holds 341,250 Common Units linked to Class B Common Stock and several stock option awards on Common Units, establishing his equity stake as Chief Financial Officer on this Form 3 filing.
How many Common Units does the Lincoln International (LCLN) CFO beneficially own?
He beneficially owns 341,250 Common Units. These units are paired with Class B Common Stock and can be redeemed for an equal number of Class A Common Stock, providing a direct linkage between his partnership units and the company’s publicly traded equity structure.
What stock options on Lincoln International (LCLN) Common Units does the CFO hold?
He holds several stock options on Common Units with exercise prices of $6.83 and $9.09 per unit. These options cover underlying share amounts such as 7,800 and 8,450 Common Units and have expiration dates ranging from 2026 through 2030, all reported as direct holdings.
When do the Lincoln International (LCLN) CFO’s stock options vest?
One stock option grant is already fully vested and exercisable. Other grants each vest in full on specific future dates: January 1, 2027, April 1, 2027, January 1, 2028, January 1, 2029, and January 1, 2030, according to the reported footnotes.
Does this Lincoln International (LCLN) Form 3 show recent insider buying or selling?
No specific purchases or sales are reported; the filing lists holdings. All transactions are coded as holdings with unknown transaction codes, and the summary shows zero buy and sell shares, indicating this Form 3 establishes existing ownership rather than new trading activity.