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.