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.
This page provides access to U.S. Securities and Exchange Commission filings for Lincoln National Corporation (NYSE: LNC), the parent of Lincoln Financial. As a public company in the finance and insurance sector, Lincoln files current reports, registration statements and other documents that describe its operations across annuities, life insurance, group protection and retirement plan services, as well as its capital structure and financing activities.
Investors can review Form 8-K current reports for material events such as quarterly earnings announcements, the release of statistical supplements and earnings presentations, and capital markets transactions. For example, Lincoln has used Form 8-K to disclose the issuance of 5.350% Senior Notes due 2035, including key terms of the notes, the underwriting agreement and intended uses of proceeds, as well as to furnish press releases and earnings materials for specific quarters.
Through its shelf registration statements and related prospectus supplements, Lincoln National Corporation registers securities such as senior notes and preferred stock. Filings also identify the company’s listed securities, including common stock trading under the symbol LNC and depositary shares representing interests in its 9.000% Non-Cumulative Preferred Stock, Series D, which trade on the New York Stock Exchange.
On Stock Titan, SEC filings for LNC are updated from EDGAR and paired with AI-powered summaries to help readers interpret complex disclosures. Users can quickly see the purpose of each filing, how it relates to Lincoln’s insurance and retirement businesses, and where it fits within the company’s broader financial and capital strategy. This includes easier navigation of earnings-related exhibits, debt offering documentation and other regulatory disclosures that inform analysis of Lincoln National Corporation.
Lincoln National Corporation filed a Schedule 13D disclosing beneficial ownership of 9,787,323.12 shares of Lincoln Partners Group Royalty Fund, representing 80.94% of the fund’s shares. Its subsidiary, The Lincoln National Life Insurance Company, directly holds almost all of these interests across Class I, A, D and IS shares.
Lincoln National Life invested progressively, starting with $42,056,924 that converted into 4,481,365.000 Class I shares at $10.00 per share, followed by multiple additional subscriptions, including two separate $25,000,000 purchases of Class I shares. The filing states the shares were acquired for investment purposes and notes an administration agreement under which Lincoln National Life provides and is reimbursed for administrative and shareholder services.
Lincoln National Corporation, The Lincoln National Life Insurance Company and Lincoln Financial Investments Corporation report significant beneficial ownership stakes in Lincoln Bain Capital Total Credit Fund.
LNC and LNL together report shared voting and dispositive power over 5,202,624.72 shares, representing 18.72% of the fund’s shares. LNL directly holds 5,199,507.55 Class I shares plus smaller amounts of Class A, Class D and Class IS shares, representing 18.71% of Class I and 100% of the other three share classes outstanding. LFI, as adviser to Lincoln Variable Insurance Products Trust series, may be deemed to beneficially own 17,390,174.33 Class I shares, or 62.57% of that class.
The filing details a 1.00% annual investment management fee on gross assets, a 15% incentive fee on pre‑incentive fee net investment income above a 1.50% quarterly NAV hurdle, class‑by‑class expense caps of 2.85%, 2.50%, 2.00% and 2.25%, and a temporary management fee waiver through July 31, 2026 that can reduce effective operating expenses materially below the stated caps.
Lincoln National Corporation announced that Brian Kroll, Executive Vice President and Head of Retail Life and Annuity Solutions, plans to retire. He notified the company of his intention to retire effective June 1, 2026. The company describes this retirement as part of a planned succession for its Retail Life and Annuities businesses.
Lincoln National Corporation is asking shareholders to vote at a fully virtual 2026 Annual Meeting on May 28, 2026. Holders of common stock and specified Series C and D depositary shares as of March 23, 2026 may vote online, by phone, mail, or during the meeting.
Shareholders will elect ten directors, ratify Ernst & Young LLP as auditor, cast an advisory vote on executive pay, and consider a shareholder proposal seeking an independent board chair, which the board recommends against. Nine of ten nominees are independent, with a combined skills mix in finance, insurance, risk management, and governance.
The proxy highlights strong 2025 total shareholder return that exceeded the S&P 500 and a peer group over one- and three-year periods, capital levels above a 420% risk-based capital ratio goal, and a 270-basis-point leverage ratio decline. About 91% of CEO and 82% of other named executive officer 2025 target pay was performance-based.
The compensation committee approved in February 2025 a one-time, largely performance-based CEO equity award valued at $9 million, split 60% into performance-hurdle shares with stock price targets over up to seven years and 40% into time-based RSUs vesting over five years. In 2025, 94% of votes supported say-on-pay, and the company engaged shareholders representing significant portions of outstanding shares on strategy, governance, ESG, and pay design.
LINCOLN NATIONAL CORP director Ryan Owen received a grant of phantom stock units as part of his board compensation. On this Form 4, he acquired 1,267.610 Phantom Stock Units, each equivalent to one share of LNC common stock at a reference price of $35.50 per unit. These units were issued as a quarterly payment of board retainer and fees under the Deferred Compensation Plan for Non-employee Directors and are payable only in LNC common stock upon resignation or retirement. Following this grant and prior dividend reinvestments of 229.51 shares, Owen directly holds 23,122.93 phantom stock units linked to LNC common stock.
Morris James T reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp director James T. Morris received 1,267.61 phantom stock units as a grant tied to board retainer and fees. Each unit equals one share of common stock and is payable in stock at resignation or retirement. After this award and dividend reinvestment, he holds 5,197.7 phantom stock units.
LeFebvre Dale reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp director Dale LeFebvre received a grant of phantom stock units as part of board compensation. On the reported date, LeFebvre was awarded 1,267.610 phantom stock units, each equivalent to one share of Lincoln National common stock, at a reference price of $35.50 per unit.
The units were credited under the company’s Deferred Compensation Plan for Non-employee Directors in the Lincoln National stock fund and are payable solely in common shares upon resignation or retirement. Following this grant and dividend reinvestment activity, LeFebvre holds 28,860 phantom stock units in total.
LACHMAN M LEANNE reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp director Leanne M. Lachman received 1,267.61 Phantom Stock Units on Common Stock as a grant under the company’s deferred compensation plan. Each unit equals one LNC share and is payable in Common Stock at resignation or retirement, bringing her total phantom units to 40,581.49.
KELLY GARY C reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp director Gary C. Kelly received a grant of 1,267.6100 Phantom Stock Units on the company’s deferred compensation plan. Each unit is equivalent to one share of LNC common stock and represents quarterly board retainer and fees. After this award, Kelly holds 110,769.8800 Phantom Stock Units, which are payable solely in LNC common shares at resignation or retirement, though he may transfer these units into an alternative investment account within the plan.