Lincoln International (LCLN) COO logs major equity awards and issuer dispositions
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Lincoln International, Inc. Chief Operating Officer Mary Rose Weber reported a mix of equity awards and internal adjustments. On May 21, 2026 she disposed of 17,874 shares of Class B Common Stock and 17,874 Common Units back to the issuer and received 50,000 restricted stock units for Class A Common Stock, which vest in two equal installments on the third and fourth anniversaries of May 21, 2026. On May 19, 2026 she was granted 357,500 shares of Class B Common Stock, a corresponding 357,500 Common Units, and several stock option awards over Common Units at exercise prices of $6.83, $7.38 and $9.09 per unit with expirations between 2026 and 2030. After these transactions, she directly holds 339,626 shares of Class B Common Stock and 50,000 shares of Class A Common Stock. All reported transactions are grants, cancellations, or redemptions with the issuer, not open-market trades.
Positive
- None.
Negative
- None.
Insider Trade Summary
12 transactions reported
Mixed
12 txns
Insider
Weber Mary Rose
Role
Chief Operating Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Disposition | Common Units | 17,874 | $20.00 | $357K |
| Grant/Award | Class A Common Stock | 50,000 | $0.00 | -- |
| Disposition | Class B Common Stock | 17,874 | $0.00 | -- |
| Grant/Award | Common Units | 357,500 | $0.00 | -- |
| Grant/Award | Stock Option | 16,250 | $0.00 | -- |
| Grant/Award | Stock Option | 65,000 | $0.00 | -- |
| Grant/Award | Stock Option | 24,700 | $0.00 | -- |
| Grant/Award | Stock Option | 16,250 | $0.00 | -- |
| Grant/Award | Stock Option | 24,700 | $0.00 | -- |
| Grant/Award | Stock Option | 24,050 | $0.00 | -- |
| Grant/Award | Stock Option | 24,050 | $0.00 | -- |
| Grant/Award | Class B Common Stock | 357,500 | $0.00 | -- |
Holdings After Transaction:
Common Units — 339,626 shares (Direct, null);
Class A Common Stock — 50,000 shares (Direct, null);
Class B Common Stock — 339,626 shares (Direct, null);
Stock Option — 16,250 shares (Direct, null)
Footnotes (1)
- This transaction occurred prior to the Issuer's registration of a class of equity securities under Section 12 of the Securities Exchange Act of 1934, as amended, in connection with the Issuer's initial public offering, and is reported herein pursuant to Rule 16a-2(a). Represents an acquisition of Common Units and a corresponding number of Class B Common Stock pursuant to a reorganization of the Issuer. Represents an award of restricted stock units ("RSUs"), each of which represents a contingent right to receive one share of Class A Common Stock. The RSUs vest in two substantially equal annual installments on each of the third and fourth anniversaries of May 21, 2026. Reflects the cancellation for no consideration of Class B Common Stock in connection with the sale of Common Units. 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
Class B shares disposed to issuer: 17,874 shares
Common Units disposed to issuer: 17,874 units
Class A RSUs granted: 50,000 units
+5 more
8 metrics
Class B shares disposed to issuer
17,874 shares
Disposition to issuer on May 21, 2026
Common Units disposed to issuer
17,874 units
Disposition to issuer at $20.00 per unit on May 21, 2026
Class A RSUs granted
50,000 units
RSU award on May 21, 2026 vesting in two equal installments
Class B shares granted
357,500 shares
Grant or acquisition on May 19, 2026
Common Units granted
357,500 units
Grant corresponding to Class B shares on May 19, 2026
Stock options at $7.38
65,000 options
Options over Common Units at $7.38, expiring December 31, 2026
Post-transaction Class B holdings
339,626 shares
Direct Class B Common Stock after May 21, 2026 disposition
Post-transaction Class A holdings
50,000 shares
Direct Class A Common Stock following RSU award
Key Terms
restricted stock units ("RSUs"), Common Units, disposition to issuer, stock option, +1 more
5 terms
restricted stock units ("RSUs") financial
"Represents an award of restricted stock units ("RSUs"), each of which represents a contingent right"
Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.
Common Units financial
"The common units of Lincoln International, LP ("Common Units") may be redeemed by the Reporting Person"
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.
disposition to issuer financial
"transaction_code_description: "Disposition to issuer""
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.
initial public offering financial
"in connection with the Issuer's initial public offering, and is reported herein pursuant"
An initial public offering (IPO) is when a private company first sells its shares to the public and becomes a stock-listed company. It matters because it allows the company to raise money from a wide range of investors, helping it grow, while giving early shareholders a way to sell some of their ownership.
FAQ
What insider transactions did LCLN COO Mary Rose Weber report?
Mary Rose Weber reported issuer-related equity changes, not open‑market trades. She disposed of 17,874 Class B shares and 17,874 Common Units to the issuer, received 50,000 Class A RSUs, and was granted Class B shares, Common Units, and several stock option awards.
How many Lincoln International (LCLN) RSUs did Mary Rose Weber receive?
She received 50,000 restricted stock units for Class A Common Stock. Each RSU represents one share and vests in two substantially equal installments on the third and fourth anniversaries of May 21, 2026, tying the award to longer‑term service and performance.
What stock option grants were reported by LCLN’s COO in this Form 4?
Weber was granted several stock option awards over Common Units, including 65,000 options at $7.38 per unit and multiple grants of 16,250–24,700 options at $6.83 or $9.09. These options expire between December 31, 2026 and December 31, 2030, subject to stated vesting dates.
What are Mary Rose Weber’s reported holdings in Lincoln International after these transactions?
After the reported transactions, Weber directly holds 339,626 shares of Class B Common Stock and 50,000 shares of Class A Common Stock. She also holds multiple stock option awards over Common Units as detailed in the filing’s derivative transaction entries.