Every Form 4 that Lincoln International, Inc. (LCLN) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow LCLN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LCLN filings page.
Lincoln International, Inc. (LCLN) reported that director John William Oleniczak acquired 8 Restricted Stock Units (RSUs) tied to Class A Common Stock on September 15, 2026, through dividend equivalent reinvestment on existing RSU awards.
Each RSU represents a contingent right to receive one share of Class A Common Stock and will vest on the third anniversary of May 21, 2026. Following this award, Oleniczak directly holds 2,508 shares of Class A Common Stock, including these RSUs. No Rule 10b5-1 trading plan is reported.
Lincoln International, Inc. (LCLN) reported that Chief Operating Officer Mary Rose Weber acquired 141 Restricted Stock Units (RSUs) on September 15, 2026. These RSUs were credited as dividend equivalent reinvestments on existing RSU awards and will vest in two substantially equal annual installments on the third and fourth anniversaries of May 21, 2026. Following this award, she holds 50,141 shares (including RSUs) of Class A Common Stock directly. No Rule 10b5-1 trading plan is reported.
Lincoln International, Inc. (LCLN) reported that its General Counsel, Kristin Marie Marvin, acquired 71 shares of Class A Common Stock on September 15, 2026 through a grant of Restricted Stock Units (RSUs) received via dividend equivalent reinvestment on existing RSU awards. Each RSU represents a contingent right to receive one share of Class A Common Stock, and these RSUs vest in two substantially equal annual installments on each of the third and fourth anniversaries of May 21, 2026. Following this grant, Marvin holds a total of 105,021 shares of Class A Common Stock directly, and no Rule 10b5-1 trading plan is reported for this transaction.
Lincoln International, Inc. (LCLN) reported that Eric Dennis Malchow, its President & Global Head of M&A and a director and 10% owner, acquired 634 Restricted Stock Units (RSUs) on September 15, 2026 through dividend equivalent reinvestment on existing RSU awards. Each RSU represents a contingent right to receive one share of Class A Common Stock and will vest in two substantially equal annual installments on the third and fourth anniversaries of May 21, 2026. Following this grant, Malchow holds 225,634 shares/units of Class A Common Stock on a direct basis.
Lincoln International, Inc. (LCLN) reported that Chief Executive Officer and director Robert Todd Brown received a grant of 986 Restricted Stock Units (RSUs) on September 15, 2026, acquired at no cash price pursuant to dividend equivalent reinvestment provisions. Each RSU represents a contingent right to one share of Class A Common Stock, and the RSUs vest in two substantially equal annual installments on each of the third and fourth anniversaries of May 21, 2026. Following this award, Brown holds 1,008,786 shares of Class A Common Stock directly. No Rule 10b5-1 trading plan is reported for this transaction.
Lincoln International, Inc. (LCLN) reported that Chief Financial Officer Theodore J. Heidloff acquired 71 shares of Class A Common Stock on September 15, 2026 through a grant of Restricted Stock Units (RSUs) with a stated value of $0.00 per share. These RSUs were credited as dividend equivalent reinvestments on existing RSU awards and will vest in two substantially equal annual installments on each of the third and fourth anniversaries of May 21, 2026. Following this award, he holds 25,071 shares of Class A Common Stock directly, and no Rule 10b5-1 trading plan is reported.
Lincoln International, Inc. (LCLN) reported insider equity transactions by Chief Operating Officer Mary Rose Weber on 2026-08-24. Weber exercised fully vested stock options, giving up option rights over 65,000 and 16,250 options at exercise prices of $7.38 and $6.83 per share, respectively, and acquired corresponding Common Units of Lincoln International, LP on a 1-to-1 basis for underlying Class A Common Stock. In connection with the exercise, 34,546 Common Units were delivered or withheld for payment of the exercise price or tax liability at a reference price of $23.42 per unit. Weber also acquired 46,704 shares of Class B Common Stock, and her direct Class B Common Stock holdings increased to 386,330 shares. Footnotes state the Common Units are redeemable at the holder’s option on a 1-to-1 basis for Class A Common Stock with a corresponding forfeiture of Class B Common Stock, and that the stock options exercised were fully vested and exercisable.
Lincoln International, Inc. reported that its Chief Financial Officer, Theodore J. Heidloff, exercised a fully vested stock option for 8,450 Common Units of Lincoln International, LP at an exercise price of $6.83 per unit on August 14, 2026. This exercise generated a corresponding issuance of 8,450 Class B Common Stock and 8,450 Common Units, which together are redeemable into Class A Common Stock on a 1-to-1 basis, with an equal number of Class B shares forfeited upon redemption. Following these transactions, Heidloff directly holds 315,576 Common Units and 315,576 shares of Class B Common Stock.
Lawson Lawrence James III reported acquisition or exercise transactions in this Form 4 filing.
Lincoln International, Inc. director and 10% owner Lawson Lawrence James III received a grant of 153,711 shares of Class A Common Stock on August 12, 2026. The shares were issued pursuant to an obligation under Lincoln International, LP's Third Amended and Restated Limited Partnership Agreement, bringing his direct holdings to 486,511 shares.
Lincoln International, Inc. director and 10% owner Lawson Lawrence III reported equity restructurings around the company’s initial public offering. On May 19, 2026, he was granted 21,117,200 shares of Class C Common Stock, 21,117,200 Common Units, and 332,800 shares of Class A Common Stock in a reorganization.
On May 21, 2026, he disposed of 5,332,996 Class C shares and 5,332,996 Common Units back to the issuer. Footnotes explain the Class A, Class C, and Common Units structure, including 1‑for‑1 Common Unit redemptions into Class A with corresponding Class C forfeitures.
Lincoln International, Inc. reported that CEO Robert Todd Brown acquired equity awards rather than trading shares in the market. In a reorganization tied to the company’s initial public offering, he received Class A Common Stock, Common Units and a corresponding number of Class C Common Stock.
On May 21, 2026, Brown was granted 350,000 restricted stock units, each representing one share of Class A Common Stock, vesting in two substantially equal installments on the third and fourth anniversaries of that date. Following this grant, he directly holds 1,007,800 shares of Class A Common Stock.
On May 19, 2026, he also received 7,792,200 Common Units that can be redeemed 1-to-1 for Class A Common Stock, with an equal number of Class C shares forfeited upon redemption, plus 657,800 Class A and 7,792,200 Class C shares. Additional stock option awards cover 16,250 Common Units each at an exercise price of $9.09, with expirations between 2027 and 2030, and 325,000 Common Units at $7.38 expiring in 2027.
Lincoln International, Inc. Chief Financial Officer Theodore J. Heidloff reported a series of internal equity and option movements tied to a reorganization and compensation awards. On May 19, 2026, he acquired 341,250 Class B Common Stock and the same number of Common Units in Lincoln International, LP as part of a company reorganization.
He also received multiple stock option grants over Common Units, including awards of 7,800 and 8,450 units at exercise prices of $9.09 and $6.83 per unit, with vesting dates ranging from January 1, 2027 to January 1, 2030. On May 21, 2026, he was granted 25,000 restricted stock units, each representing one share of Class A Common Stock, vesting in two equal annual installments on the third and fourth anniversaries of May 21, 2026. That same day, 34,124 Class B shares and an equal number of Common Units were cancelled or disposed to the issuer in connection with a sale of Common Units, leaving him with 307,126 Class B shares.
Lincoln International, Inc. General Counsel Kristin Marie Marvin reported equity awards and a restructuring-related share acquisition. She acquired 79,950 shares of Class A Common Stock in a company reorganization and now holds 104,950 shares directly. She also received 25,000 restricted stock units that vest in two equal installments on the third and fourth anniversaries of May 21, 2026.
In addition, she was granted several stock options to buy Class A Common Stock at a strike price of $9.09 per share, each vesting fully on January 1 of 2027, 2028, 2029, and 2030. These are compensation-related grants, not open‑market purchases or sales.
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.
Lincoln International, Inc. director and ten percent owner Robert Bruce Barr reported a mix of equity awards and cancellations around the company’s reorganization and initial public offering preparations. On May 19, 2026, he acquired 12,931,100 shares of Class C Common Stock and 527,800 shares of Class A Common Stock directly, plus 975,000 Class C shares indirectly through the Robert B. Barr 2025 GRAT, all at a stated price of $0.00 per share, characterized as grants or other acquisitions.
Matching Common Units were also acquired on that date, each redeemable on a 1‑for‑1 basis for Class A Common Stock, with a corresponding forfeiture of Class C shares. On May 21, 2026, Barr disposed of 3,588,622 shares of Class C Common Stock and the same number of Common Units in transactions coded as dispositions to the issuer, including cancellation of Class C shares for no consideration in connection with a sale of Common Units. After these transactions, he reported 9,342,478 Class C shares and 9,342,478 Common Units held directly.
Lincoln International, Inc. director and executive Eric Dennis Malchow reported a series of equity awards and internal restructurings around the company’s IPO. On May 19, 2026, he was granted 5,525,000 shares of Class C Common Stock and 5,525,000 Common Units, plus several stock option awards on Common Units with exercise prices of $9.09 and $7.38 per unit, each vesting fully on specific future dates.
On May 21, 2026, Malchow acquired 225,000 shares of Class A Common Stock, described as restricted stock units that vest in two equal installments on the third and fourth anniversaries of May 21, 2026. The filing also shows a disposition to the issuer of 552,500 shares of Class C Common Stock and 552,500 Common Units, with related Class C shares cancelled for no consideration in connection with a sale of Common Units.
Footnotes explain these transactions occurred in connection with a reorganization tied to Lincoln International’s initial public offering and are being reported under Rule 16a‑2(a). The Common Units are redeemable at any time on a 1‑for‑1 basis for Class A Common Stock, with a corresponding number of Class C shares forfeited upon redemption.
Oleniczak John William reported acquisition or exercise transactions in this Form 4 filing.
Lincoln International, Inc. director John William Oleniczak reported an equity compensation grant involving 2,500 shares of Class A Common Stock. The award is in the form of restricted stock units, with each RSU representing the right to receive one share, vesting in two substantially equal annual installments starting on the third anniversary of May 21, 2026. After this grant, he holds 2,500 shares directly according to the filing.