Lincoln National (LNC) affiliate plans NYSE sale of preferred stock under Rule 144

Rhea-AI Filing Summary

An affiliate related to LNC filed an amended notice of intent to sell preferred stock under Rule 144, to be executed through Fidelity Brokerage Services LLC on the NYSE with an indicated sale date of 08/12/2026. The filing also reports earlier open market purchases of preferred shares: 7,168 shares on 02/16/2023 and 7,838 shares on 05/11/2023, both settled in cash.

Key Figures

Preferred shares purchased: 7,168 shares Preferred shares purchased: 7,838 shares Indicated proposed sale date: 08/12/2026

3 metrics

Preferred shares purchased 7,168 shares Open market purchase on 02/16/2023 settled in cash/check

Preferred shares purchased 7,838 shares Open market purchase on 05/11/2023 settled in cash/check

Indicated proposed sale date 08/12/2026 Intended date for Rule 144 sale of preferred shares on NYSE

Key Terms

Rule 144, Open Market, Preferred, Cash/Check

4 terms

Rule 144 regulatory

"filed an amended notice of intent to sell preferred stock under Rule 144"

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

Open Market market

"reports earlier open market purchases of preferred shares"

An open market is a system where buying and selling of goods, services, or financial assets happen freely without restrictions or special controls. For investors, it means they can trade assets easily and quickly, which helps determine fair prices based on supply and demand. This environment encourages transparency and competition, making it easier to buy or sell with confidence.

Preferred financial

"proposed sale of preferred stock through Fidelity Brokerage"

Preferred (short for preferred shares) is a class of company ownership that combines features of a bond and a stock: it typically pays regular, fixed payments and has priority over common shares for dividends and claims on assets. For investors this matters because preferred shares can provide steadier income and greater downside protection than ordinary stock, but usually offer limited price upside and little or no voting power—think of being a preferred customer who gets steady benefits but less influence.

Cash/Check financial

"both transactions settled in cash/check on those dates"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/12/2026 - 04:26 PM Accepted by SEC EDGAR 08/12/2026 - 04:25 PM Learn about SEC filing dates

FAQ

What does the amended Rule 144 filing for LNC disclose?

The amended Rule 144 filing for LNC discloses a proposed sale of preferred stock through Fidelity Brokerage Services LLC on the NYSE with an indicated sale date of 08/12/2026, plus earlier open market purchases of preferred shares.

How many LNC preferred shares were previously purchased according to this 144/A?

The 144/A notes prior open market purchases of 7,168 LNC preferred shares on 02/16/2023 and 7,838 preferred shares on 05/11/2023, with both transactions settled in cash/check.

When is the proposed sale date for the LNC preferred stock under this 144/A?

The filing lists an indicated proposed sale date of 08/12/2026 for the LNC preferred stock. The sale is to be executed through Fidelity Brokerage Services LLC on the NYSE, subject to Rule 144 requirements.

What trading venue is specified for the LNC preferred stock sale in the 144/A?

The 144/A specifies the NYSE as the trading venue for the proposed sale of LNC preferred stock. The broker listed is Fidelity Brokerage Services LLC, indicating the shares are expected to be sold in the open market.

Does the LNC 144/A indicate how earlier purchases of preferred shares were paid?

Yes. The LNC 144/A records that earlier open market purchases of 7,168 and 7,838 preferred shares were settled via cash/check on 02/16/2023 and 05/11/2023, respectively, reflecting straightforward cash transactions.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144/A

144/A: Filer Information

Filer CIK
Filer CCC
Previous Accession Number Of The Filing
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144/A: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144/A: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Preferred	FIDELITY BROKERAGE SERVICES LLC 245 Summer Street BOSTON MA 02110	15006	398259.00	191447336	08/12/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144/A: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Preferred	02/16/2023	Open Market	Purchase			7168	02/16/2023	Cash/Check
Preferred	05/11/2023	Open Market	Purchase			7838	05/11/2023	Cash/Check

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144/A: Securities Sold During The Past 3 Months

Nothing to Report

144/A: Remarks and Signature

Remarks

Date of Notice

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)