Welcome to our dedicated page for Lincoln International SEC filings (Ticker: LCLN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Lincoln International, Inc. director and officer Eric Dennis Malchow filed a Form 3 showing his beneficial ownership in the company. He directly holds 5,525,000 shares of Class C Common Stock and an equal number of Common Units that may be redeemed on a 1‑for‑1 basis for Class A Common Stock, with Class C shares forfeited on redemption.
The filing also lists several stock options on Common Units, including grants covering 16,250 underlying units each at an exercise price of $9.09 per unit, expiring between the end of 2027 and 2030, and an option over 65,000 units at $7.38 per unit expiring in 2027. These options vest in full on dates from January 1, 2027 through January 1, 2030. The report reflects holdings only and shows no buy or sell transactions.
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.
Lincoln International, Inc. filed an initial ownership report showing that Chief Executive Officer Robert Todd Brown holds significant equity in the company. He directly owns 7,792,200 Common Units of Lincoln International, LP that are redeemable into Class A Common Stock on a 1-to-1 basis, with a corresponding number of Class C shares forfeited upon redemption.
Brown also directly holds 657,800 shares of Class A Common Stock and several stock option grants on Common Units. These include options with exercise prices of $9.0900 and $7.3800, expiring between 2027 and 2030, with individual grants such as 16,250 underlying Common Units that vest in full on January 1 in successive years.
Lincoln International, Inc. director John William Oleniczak submitted an initial ownership report on Form 3. This filing establishes his status as a director of the company but does not list any stock transactions or specific share holdings. It serves as a baseline disclosure of his insider position.
Lincoln International, Inc. director Mary Christine Smith filed an initial insider holding report for 32,500 shares of Class A Common Stock, held directly. The filing records her ownership position and does not show any recent purchases or sales, only a holding entry.
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.
Lincoln International, Inc. director and ten percent owner Lawson Lawrence James III filed an initial ownership report showing significant equity holdings. He directly holds 21,117,200 shares of Class C Common Stock and 332,800 shares of Class A Common Stock.
He also holds Common Units of Lincoln International, LP that are redeemable on a 1-to-1 basis for up to 21,117,200 shares of Class A Common Stock. When Common Units are redeemed, a corresponding number of Class C shares are forfeited, and the Common Units have no expiration date. This filing records ownership positions and does not report any recent trades.
Lincoln International, Inc. General Counsel Kristin Marie Marvin filed an initial Form 3 reporting her equity stake. She directly holds 79,950 shares of Class A Common Stock. She also holds several stock option awards for underlying Class A shares at an exercise price of $9.0900 per share, vesting in full on January 1 of each year from 2027 through 2030, with expirations between 2027 and 2030. This filing reflects existing holdings rather than new market transactions.
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.