Welcome to our dedicated page for Lincoln Natl Ind SEC filings (Ticker: LNC), 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.
Lincoln National Corporation filings document the formal disclosures of an insurance and retirement-services company with common stock and Series D preferred depositary shares listed on the New York Stock Exchange. Its 8-K reports furnish quarterly and annual earnings releases, statistical supplements, and Regulation FD presentation materials tied to operating results across annuities, life insurance, group protection, and retirement plan services.
The company’s SEC record also covers proxy governance, executive succession and compensation matters, material credit agreements, senior note offerings, and capital-structure disclosures. These filings describe board and shareholder voting matters, financing arrangements, covenants, registered securities, and other events that affect Lincoln National’s reporting obligations and corporate governance.
Lincoln National Corporation filed a Form 144 reporting a proposed sale of 30,000 shares of Common Stock through UBS Financial Services Inc. The filing lists multiple RSU vesting entries: 4,183 (02/16/2025), 7,243 (02/17/2024), 5,355 (02/18/2024), 13,120 (02/19/2026) and 99 (05/07/2024).
LINCOLN NATIONAL CORP executive Darrel W. Tedrow has filed an initial ownership report showing his equity interests in the company. As EVP, President Life Insurance & RSS, he reports direct ownership of 34,014 shares of Common Stock, which includes time-based restricted stock units scheduled to vest between February 2027 and May 2029.
He also holds 1,844.2 Phantom Stock Units, each linked to one share of Lincoln National common stock through the company’s deferred compensation and retirement plan. In addition, he has employee stock options covering 3,777 shares at $34.99, 2,164 shares at $37.74, and 1,837 shares at $73.51, with expirations in 2032 and 2033.
Lincoln National Corp executive vice president, chief risk officer and chief actuary Paul P. Spurr filed an initial statement of beneficial ownership of company securities. He reports direct ownership of 51,735 shares of common stock, plus 8.33 shares held indirectly through the company’s 401(k) plan as of June 1, 2026.
Spurr also holds multiple employee stock options to buy common stock, including 4,053 underlying shares at an exercise price of $34.99 expiring on February 15, 2033, alongside other grants with exercise prices from $37.74 to $78.32 expiring between 2027 and 2032. Footnotes state that these options are fully vested and that he has restricted stock units covering 6,604, 6,885, 4,246 and 5,267 shares scheduled to vest between February 21, 2027 and May 28, 2029.
LINCOLN NATIONAL CORP executive Curtis W. Chesney, EVP and President of Annuities, has filed a Form 3 showing beneficial ownership of 22,408 shares of Common Stock held directly. This amount includes restricted stock units that vest in tranches through February 2027, February 2028, February 2029, and May 2029.
The holdings include 4,399 RSUs vesting on February 21, 2027, 6,452 RSUs vesting on February 19, 2028, 3,958 RSUs vesting on February 19, 2029, and 6,962 RSUs vesting on May 28, 2029, highlighting a multi-year equity compensation schedule tied to continued service.
Lincoln National Corp executive Sean Woodroffe sold Common Stock in an open-market transaction. On June 1, 2026, he sold 25,000 shares at a weighted average price of $34.75 per share, with individual sale prices ranging from $34.51 to $35.21. After this sale, he directly holds 130,189 shares of Lincoln National common stock.
LINCOLN NATIONAL CORP executive Andrew Rallis, EVP and Chief Risk Officer, reported a routine tax-related share disposition. On the vesting of restricted stock units upon retirement, 20,052 shares of common stock were withheld at $34.63 per share to cover tax obligations. After this non‑market transaction, Rallis directly holds 162,530 shares of Lincoln National common stock.
Lincoln National Corporation reported Rule 144 notices showing sales of Common Stock by Sean Woodroffe. The excerpt lists a sale of 10,000 shares on 03/02/2026 (proceeds $344,600) and 8,000 shares on 03/09/2026 (proceeds $261,920).
Lincoln National Corporation reported the results of its 2026 Annual Meeting of Shareholders. All ten director nominees were elected to terms expiring at the 2027 annual meeting, each receiving over 135 million votes in favor, with broker non-votes of 27,410,909 on each director item.
Shareholders approved the ratification of Ernst & Young LLP as the independent auditor for 2026, with 167,591,614 votes for, 3,365,510 against, and 506,522 abstentions. An advisory resolution on executive compensation was also approved, receiving 101,944,594 votes for, 41,153,657 against, 954,486 abstentions, and 27,410,909 broker non-votes.
A non-binding shareholder proposal to require an independent board chair did not pass, with 40,910,999 votes for, 102,198,953 against, 942,785 abstentions, and 27,410,909 broker non-votes.
Lincoln National Corp EVP and Chief Risk Officer Andrew Rallis reported a tax-withholding share disposition tied to equity compensation. On this Form 4, 32,281 shares of common stock were withheld at $36.03 per share to cover taxes upon vesting of restricted stock units.
After this non-market transaction, Rallis directly holds 182,582 shares of Lincoln National common stock. This figure includes 2,338 shares acquired through dividend reinvestment since his prior report, reflecting ongoing participation in the company’s dividend reinvestment program.
Lincoln National Corp executive vice president Sean Woodroffe reported a tax-related share disposition tied to vesting of restricted stock units. On this Form 4, 45,150 shares of common stock were withheld at $36.03 per share to cover tax obligations, rather than sold on the open market. After this withholding, he directly holds 155,189 shares, which the filing notes include 2,180 shares acquired through dividend reinvestment.