Lincoln National (NYSE: LNC) EVP donates 637 shares

Rhea-AI Filing Summary

LINCOLN NATIONAL CORP (LNC) reported that officer Curtis W. Chesney, EVP and President of Annuities, made a bona fide gift of 637 shares of common stock on 2026-08-17. The shares were transferred to a donor-advised fund, and Chesney now directly holds 21,984 shares, including 213 shares acquired through dividend reinvestment since his prior report. The transaction was not made under a Rule 10b5-1 trading plan.

Insider Trade Summary

Net Seller: 637 shares

Net Sell 1 txn

Insider Chesney Curtis W.

Role EVP, President of Annuities

Type	Security	Shares	Price	Value
Gift	Common Stock F1, F2	637	$0.00	$0.00

Holdings After Transaction: Common Stock — 21,984 shares (Direct)

Footnotes (2)

1. F1. Transfer of shares by the reporting person to a donor-advised fund.
2. F2. Includes 213 shares acquired through dividend reinvestment since the reporting person's last report.

Key Figures

Gifted shares: 637 shares of Common Stock Price per share for gifted shares: $0.0000 per share Shares held after transaction: 21,984 shares of Common Stock +3 more

6 metrics

Gifted shares 637 shares of Common Stock Bona fide gift by Curtis W. Chesney on 2026-08-17

Price per share for gifted shares $0.0000 per share Reported value for the 637-share bona fide gift

Shares held after transaction 21,984 shares of Common Stock Direct holdings by Curtis W. Chesney following the gift

Dividend reinvestment shares 213 shares of Common Stock Shares acquired through dividend reinvestment since last report, included in post-transaction holdings

Gift transactions count 1 transaction Single bona fide gift reported in the Form 4 transaction summary

Gifted share total in summary 637 shares Total gift shares in transactionSummary for this filing

Key Terms

bona fide gift, donor-advised fund, dividend reinvestment

3 terms

bona fide gift financial

"The transaction code description is "Bona fide gift"."

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

donor-advised fund financial

"Transfer of shares by the reporting person to a donor-advised fund."

A donor-advised fund is a charitable giving account that lets an individual or family deposit cash, stock, or other assets now, get an immediate tax benefit, and then recommend grants to charities over time. Think of it like a private charitable bucket you control without running a charity yourself; investors care because it’s a tax-efficient way to give appreciated securities, can change when and how donated shares enter the market, and affects personal and corporate tax planning.

dividend reinvestment financial

"Includes 213 shares acquired through dividend reinvestment since the reporting person's last report."

Dividend reinvestment is when the money earned from a company's profit sharing, called dividends, is automatically used to buy more shares of that company instead of being received as cash. This process helps investors grow their holdings over time without extra effort, much like using earned interest to buy more of a savings account. It encourages long-term investment growth by continuously increasing the amount of shares owned.

FAQ

What insider transaction did LNC executive Curtis W. Chesney report on this Form 4?

Curtis W. Chesney reported a bona fide gift of 637 LNC common shares on 2026-08-17. The shares were transferred to a donor-advised fund, with no sale proceeds involved, and reflect a charitable-type disposition rather than a market trade.

How many LINCOLN NATIONAL CORP (LNC) shares does Curtis W. Chesney hold after the reported gift?

After the gift, Curtis W. Chesney directly holds 21,984 LNC common shares. This total includes 213 shares that were acquired through dividend reinvestment since his previous ownership report, as disclosed in the filing footnotes.

Was the reported LNC Form 4 transaction by Curtis W. Chesney part of a Rule 10b5-1 trading plan?

No. The filing’s Rule 10b5-1 checkbox is not marked as affirmative, and there is no footnote indicating a trading plan. The disclosed transaction is characterized as a bona fide gift to a donor-advised fund, not a pre-arranged sale plan.

What type of transaction is code G on Curtis W. Chesney’s LNC Form 4?

Transaction code G on the Form 4 represents a bona fide gift. In this case, 637 LNC common shares were transferred by Curtis W. Chesney to a donor-advised fund, meaning it was a gift disposition rather than a purchase or sale.

Did Curtis W. Chesney receive any proceeds for the 637 LNC shares reported on this Form 4?

No. The 637 LNC shares were reported with a per-share price of $0.0000 and coded as a bona fide gift. A footnote explains the transfer was to a donor-advised fund, indicating there was no sale consideration received.

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

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/18/2026 - 04:24 PM Accepted by SEC EDGAR 08/18/2026 - 04:23 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Chesney Curtis W.

(Last) (First) (Middle)

150 N. RADNOR CHESTER ROAD

(Street)

RADNOR PENNSYLVANIA 19087

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
LINCOLN NATIONAL CORP [ LNC ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, President of Annuities

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/17/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/17/2026		G(1)		637	D	$0	21,984(2)	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Transfer of shares by the reporting person to a donor-advised fund.

2. Includes 213 shares acquired through dividend reinvestment since the reporting person's last report.

Remarks:

	/s/ Claire H. Hanna, Attorney-in-Fact	08/18/2026
	** 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 4 (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.
* Form 4: SEC 1474 (03-26)