[Form 3/A] LINCOLN NATIONAL CORP Amended Initial Statement of Beneficial Ownership
Filing Impact
Filing Sentiment
Form Type
3/A
Rhea-AI Filing Summary
Lincoln National Life Insurance Company and its parent Lincoln National Corporation filed an amended Form 3 for Lincoln Partners Group Royalty Fund (LNPIX), updating their reported ownership as of September 24, 2025. The filing shows LNL directly holds 5,229,738.249 Class I shares of beneficial interest and 1,000 shares each of Class A, Class D, and Class IS. A footnote explains that LNL is a wholly owned subsidiary of LNC, making LNC an indirect beneficial owner of these securities.
Positive
- None.
Negative
- None.
Insider Trade Summary
4 transactions reported
Mixed
4 txns
Insider
LINCOLN NATIONAL LIFE INSURANCE CO /IN/, LINCOLN NATIONAL CORP
Role
10% Owner | 10% Owner
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Class I shares of beneficial interest | -- | -- | -- |
| holding | Class A shares of beneficial interest | -- | -- | -- |
| holding | Class D shares of beneficial interest | -- | -- | -- |
| holding | Class IS shares of beneficial interest | -- | -- | -- |
Holdings After Transaction:
Class I shares of beneficial interest — 5,229,738.249 shares (Direct);
Class A shares of beneficial interest — 1,000 shares (Direct);
Class D shares of beneficial interest — 1,000 shares (Direct);
Class IS shares of beneficial interest — 1,000 shares (Direct)
Footnotes (1)
- This amended Form 3 is being filed to (i) include shares that were omitted from The Lincoln National Life Insurance Company's ("LNL") original Form 3 and (ii) include Lincoln National Corporation, an Indiana corporation ("LNC"), as an additional reporting person in light of its indirect beneficial ownership of the reported securities as described in footnote (2) to this report. These shares are directly owned by LNL, which is a wholly owned subsidiary of its parent holding company, LNC. LNC is an indirect beneficial owner of the reported securities.
