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Lincoln National (LNC) officer files Form 3 with 0 ownership

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

Lincoln National Corp (LNC) reported that a company officer filed a Form 3 initial statement of beneficial ownership. The officer, listed as EVP, Chief Investment Officer, reported no securities beneficially owned (0 shares) and no derivative securities as of the event date 10/13/2025. The filing was made by one reporting person.

Positive

  • None.

Negative

  • None.
SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Morriss John G

(Last) (First) (Middle)
150 N. RADNOR CHESTER ROAD

(Street)
RADNOR PA 19087

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
10/13/2025
3. Issuer Name and Ticker or Trading Symbol
LINCOLN NATIONAL CORP [ LNC ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP, Chief Investment Officer
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
No securities beneficially owned 0 D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
Remarks:
/s/ Claire H. Hanna, Attorney-in-Fact 10/20/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did LNC file in this notice?

A Form 3 initial statement of beneficial ownership under Section 16.

Who is the reporting person’s relationship to LNC (ticker: LNC)?

The reporting person is an Officer, serving as EVP, Chief Investment Officer.

How many LNC shares were beneficially owned?

0 shares of non-derivative securities were reported as beneficially owned.

Were any derivative securities reported?

No. The filing lists no derivative securities.

What is the event date for this Form 3?

The event date is 10/13/2025.

Was this filed by one person or a group?

It was filed by one reporting person.

Which company is the issuer in this filing?

The issuer is Lincoln National Corp (LNC).
Lincoln Natl Corp Ind

NYSE:LNC

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7.84B
170.39M
10.16%
70.4%
2.63%
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United States
RADNOR