Every Form 4 that Lincoln National Corp. (LNC) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow LNC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LNC filings page.
Lincoln National Corp. (LNC) director Owen Ryan acquired 1,117.73 Phantom Stock Units on September 30, 2026, as quarterly board retainer and fees accrued under the directors’ deferred compensation plan. The reported price was $40.26 per unit. Each unit equals one LNC common share; Ryan held 26,031.80 units after the transaction, including 240.90 shares acquired through dividend reinvestment since his last report. The units are payable solely in common shares at resignation or retirement.
Lincoln National Corp (LNC) director James T. Morris acquired 1,117.73 Phantom Stock Units on September 30, 2026, through the accrual of quarterly board retainer and fees under the Directors' DCP. The reported price was $40.26 per share. Each unit is equivalent to one LNC common share, and the units are payable solely in common shares at resignation or retirement. Morris's reported holdings after the transaction were 7,714.53 units, including 63.79 shares acquired through dividend reinvestment since his last report.
Lincoln National Corp (LNC) director M. Leanne Lachman acquired 1,117.73 Phantom Stock Units on September 30, 2026, at a reported $40.26 per unit. Each unit is equivalent to one LNC common share. The units accrued for quarterly board retainer and fees under the LNC Deferred Compensation Plan for Non-employee Directors and are payable solely in LNC common stock at resignation or retirement. Her reported post-transaction balance was 43,872.20 Phantom Stock Units, including 413.40 shares acquired through dividend reinvestment since her last report.
Lincoln National Corp. (LNC) director Eric G. Johnson acquired 1,117.73 phantom stock units on September 30, 2026, reported at $40.26 per unit. His reported position afterward was 100,914.85 phantom stock units. Each unit is equivalent to one LNC common share. The units accrued as quarterly board retainer and fee payments under the LNC Deferred Compensation Plan for Non-employee Directors and are payable solely in common shares at resignation or retirement; holdings may be transferred to an alternative investment account in the plan at any time. The reported position includes 964.95 shares acquired through dividend reinvestment since his last report.
Lincoln National Corp. director Dale LeFebvre acquired 1,117.73 phantom stock units on September 30, 2026, at a reported price of $40.26 per unit. Each unit is equivalent to one share of LNC common stock. The units accrued as quarterly board retainer and fees under the LNC Deferred Compensation Plan for Non-employee Directors; they are payable solely in common shares at resignation or retirement. LeFebvre may transfer the units to an alternative investment account. His reported resulting balance was 31,894.34 phantom stock units, including 297.59 shares acquired through dividend reinvestment since his last report.
Lincoln National Corp. (LNC) director Gary C. Kelly acquired 1,117.73 Phantom Stock Units on September 30, 2026, at a reported $40.26 per share. Each unit is equivalent to one share of LNC common stock. The units accrued as quarterly board-retainer and fee payments under the Directors' Deferred Compensation Plan and are payable solely in LNC common stock at resignation or retirement. Kelly's reported post-transaction total was 115,595.67 shares, including 1,106.90 shares acquired through dividend reinvestment since his last report.
Lincoln National Corp. director Reginald E. Davis acquired 1,117.73 phantom stock units on September 30, 2026, at a reported $40.26 per unit. The units accrued through quarterly payment of board retainer and fees under the LNC Deferred Compensation Plan for Non-employee Directors; each unit is equivalent to one LNC common share. The reported post-transaction balance was 32,715.14 units, including 305.52 shares acquired through dividend reinvestment since his last report.
Lincoln National Corp. (LNC) director William H. Dr Cunningham acquired 1,490.31 Phantom Stock Units on September 30, 2026, reported at $40.26 per unit. The units accrued through quarterly board retainer and fee payments under the LNC Deferred Compensation Plan for Non-employee Directors and are payable solely in LNC common shares at resignation or retirement. His reported post-transaction balance was 201,816.83 Phantom Stock Units, including 1,936.98 shares acquired through dividend reinvestment since his last report.
Lincoln National Corp (LNC) director Deirdre P. Connelly acquired 1,117.73 Phantom Stock Units on September 30, 2026, with a reported price of $40.26 per unit, as quarterly board retainer and fee compensation accrued under the LNC Deferred Compensation Plan for Non-employee Directors. Each unit equals one LNC common share. Her reported balance after the acquisition was 50,660.73 Phantom Stock Units.
Lincoln National Corp (LNC) reports that executive Curtis W. Chesney, EVP and President of Annuities, has no new transactions in this amended Form 4. The amendment removes a previously reported charitable gift because the transfer was never completed, and Chesney continues to beneficially own the shares.
Following this correction, Chesney is reported as directly holding 22,621 shares of common stock, which he has beneficially owned continuously since before the originally reported gift date.
LINCOLN NATIONAL CORP (LNC) reported that its Interim CFO & CAO, serving as the reporting person, received equity-based compensation in the form of restricted stock units tied to LNC common stock. On August 24, 2026, the reporting person was granted 7,866 restricted stock units and a separate grant of 23,597 restricted stock units, each representing a contingent right to receive shares of LNC common stock. According to the disclosure, these restricted stock units vest on August 24, 2029. A footnote also states that the reporting person’s holdings include 653 shares acquired through dividend reinvestment since the last report.
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.
LINCOLN NATIONAL CORP (LNC) reported an insider transaction by executive vice president Sean Woodroffe. On 2026-08-17, he sold 11,000 shares of common stock in an open-market transaction at a weighted average price of $45.28 per share, with individual trade prices ranging from $45.22 to $45.34. Following this sale, he directly holds 119,947 shares, which include 758 shares acquired through dividend reinvestment since his prior report.
Lincoln National Corp director Gary C. Kelly reported selling 15,006.55 Depositary Shares representing Series D Preferred Stock on 2026-08-12 at a weighted average price of $26.50 per share, with individual trade prices ranging from $26.50 to $26.54. Following this transaction, he reported holding no Depositary Shares of this series. He continues to have an indirect holding of 3,000 shares of Common Stock through a family trust established for his descendants, for which his spouse serves as trustee.
LINCOLN NATIONAL CORP executive Christopher M. Neczypor (EVP & CFO) reported a Form 4 transaction involving company common stock. On August 9, 2026, 2,464 shares were withheld at $46.03 per share to satisfy tax obligations upon the vesting of a restricted stock unit award granted on August 9, 2023. Following this tax-withholding disposition, he directly holds 194,705 shares of common stock, which includes 3,087 shares acquired through dividend reinvestment since his prior report.
Lincoln National Corp director Ryan Owen received a grant of 1,272.98 Phantom Stock Units, each equivalent to one share of LNC common stock, based on a reference price of $35.35 per unit. This represents his quarterly board retainer and fees credited under the company’s Deferred Compensation Plan for non-employee directors.
These phantom units are payable solely in shares of LNC common stock upon resignation or retirement, though he may transfer them into an alternative investment option within the plan at any time. Following this award and dividend reinvestment activity, Owen now holds a total of 24,673.17 phantom stock units, including 277.26 units acquired through dividend reinvestment since his last report. This is a routine compensation-related acquisition, not an open-market stock purchase or sale.
Morris James T reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp director James T. Morris received a grant of phantom stock units as part of his quarterly board compensation. He was awarded 1,272.98 phantom stock units at a reference price of $35.35 per unit, bringing his holdings to 6,533.01 phantom stock units.
Each phantom stock unit is economically equivalent to one share of Lincoln National common stock and is credited under the company’s Deferred Compensation Plan for non-employee directors. These units are payable solely in Lincoln National common shares upon resignation or retirement and can be reallocated by the director into an alternative investment account. The total also reflects 62.33 units accumulated through dividend reinvestment since his prior report.
LeFebvre Dale reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp director Dale LeFebvre reported a routine compensation grant of phantom stock units. On June 30, 2026, he received 1,272.98 Phantom Stock Units, each equivalent to one share of Lincoln National common stock, credited at $35.35 per unit under the non-employee directors’ deferred compensation plan.
These units are part of his quarterly board retainer and fees and are payable solely in Lincoln National common shares at resignation or retirement. Following this award, LeFebvre holds a total of 30,479.02 phantom stock units, including amounts accumulated through dividend reinvestment.
LACHMAN M LEANNE reported acquisition or exercise transactions in this Form 4 filing.
LINCOLN NATIONAL CORP director Leanne M. Lachman received additional equity-based compensation. She was granted 1,272.98 Phantom Stock Units on June 30, 2026 at a reference price of $35.35 per unit, each unit tied to one share of Lincoln National common stock.
These units represent quarterly board retainer and fee payments under the Deferred Compensation Plan for Non-employee Directors and are payable only in common shares when she resigns or retires. After this award, her deferred Phantom Stock Unit balance rose to 42,341.07 units, which includes 486.60 units accumulated through dividend reinvestment since her prior report.
KELLY GARY C reported acquisition or exercise transactions in this Form 4 filing.
LINCOLN NATIONAL CORP director Gary C. Kelly received a grant of 1,272.98 Phantom Stock Units on LNC Common Stock. This award represents a quarterly payment of board retainer and fees under the company’s Deferred Compensation Plan for Non-employee Directors.
Each Phantom Stock Unit equals one share of LNC Common Stock and is payable only in shares of common stock at resignation or retirement. The director may transfer these units into an alternative investment option within the plan. Following this grant and dividend reinvestment of 1,328.18 shares since the last report, his deferred Phantom Stock Unit balance is 113,371.04 units.
JOHNSON ERIC G reported acquisition or exercise transactions in this Form 4 filing.
LINCOLN NATIONAL CORP director Eric G. Johnson received a grant of 1,272.98 Phantom Stock Units on a deferred basis. Each unit equals one share of LNC common stock and was valued at $35.35 per unit. The award represents quarterly payment of board retainer and fees under the company’s Deferred Compensation Plan for Non-employee Directors.
These phantom units are credited to the LNC Stock Fund investment account and are payable solely in shares of LNC common stock upon Johnson’s resignation or retirement. He may shift these holdings into an alternative investment option under the plan. After this grant and dividend reinvestment activity, his deferred phantom stock balance stands at 98,832.17 units.
LINCOLN NATIONAL CORP director Reginald E. Davis received a grant of phantom stock units as part of his board compensation. On this Form 4, he was awarded 1,272.98 Phantom Stock Units tied to LNC Common Stock, reported at a reference price of $35.35 per unit.
The award represents quarterly payment of his board retainer and fees under the Deferred Compensation Plan for Non-employee Directors, credited to the LNC Stock Fund and payable only in shares of LNC Common Stock upon resignation or retirement. After this grant and dividend reinvestment, he now holds 31,291.89 phantom stock units, including 355.68 units acquired through dividend reinvestment since his last report.
CUNNINGHAM WILLIAM H DR reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp director William H. Cunningham received a grant of phantom stock units as part of his quarterly board compensation. He was awarded 1,697.31 Phantom Stock Units, each equal to one share of Lincoln National common stock, credited at a reference price of $35.35 per unit.
After this award and prior accruals, his deferred phantom stock balance totals 198,389.54 units. These units are held in the company’s Deferred Compensation Plan for Non-employee Directors and are payable only in Lincoln National common shares upon his resignation or retirement. The balance also includes 2,330.48 shares equivalent from dividend reinvestment since his last report.
Lincoln National Corp director Deirdre P. Connelly received a grant of 1,272.98 Phantom Stock Units on LNC Common Stock, valued at $35.35 per unit for this award. Each unit equals one share of common stock and represents her quarterly board retainer and fees deferred into the company’s Directors' Deferred Compensation Plan. These phantom units are payable solely in shares of LNC Common Stock upon her resignation or retirement, though she may move them into another investment option within the plan. After this award and dividend reinvestment, she holds 49,063.96 Phantom Stock Units, including 566.25 units acquired through dividend reinvestment since her last report.
Lincoln National Corporation’s EVP & General Counsel Craig T. Beazer reported an open-market sale of 30,000 shares of common stock on June 5, 2026. The weighted average sale price was $34.45 per share, with trades executed between $34.43 and $34.51.
After this transaction, Beazer directly holds 103,906 shares of Lincoln National common stock, which includes 1,017 shares acquired through dividend reinvestment since his prior report.
Lincoln National Corp executive Sean Woodroffe sold Common Stock in an open-market transaction. On June 1, 2026, he sold 25,000 shares at a weighted average price of $34.75 per share, with individual sale prices ranging from $34.51 to $35.21. After this sale, he directly holds 130,189 shares of Lincoln National common stock.
LINCOLN NATIONAL CORP executive Andrew Rallis, EVP and Chief Risk Officer, reported a routine tax-related share disposition. On the vesting of restricted stock units upon retirement, 20,052 shares of common stock were withheld at $34.63 per share to cover tax obligations. After this non‑market transaction, Rallis directly holds 162,530 shares of Lincoln National common stock.
Lincoln National Corp EVP and Chief Risk Officer Andrew Rallis reported a tax-withholding share disposition tied to equity compensation. On this Form 4, 32,281 shares of common stock were withheld at $36.03 per share to cover taxes upon vesting of restricted stock units.
After this non-market transaction, Rallis directly holds 182,582 shares of Lincoln National common stock. This figure includes 2,338 shares acquired through dividend reinvestment since his prior report, reflecting ongoing participation in the company’s dividend reinvestment program.
Lincoln National Corp executive vice president Sean Woodroffe reported a tax-related share disposition tied to vesting of restricted stock units. On this Form 4, 45,150 shares of common stock were withheld at $36.03 per share to cover tax obligations, rather than sold on the open market. After this withholding, he directly holds 155,189 shares, which the filing notes include 2,180 shares acquired through dividend reinvestment.
Lincoln National Corp executive John Christopher Kennedy reported routine share movements related to equity compensation and retirement savings. On this Form 4, 23,801 shares of common stock were disposed of at $36.03 per share to satisfy tax withholding upon vesting of restricted stock units. After this tax-withholding disposition, he directly holds 125,557 common shares and indirectly holds 13,058.3 shares through the company’s 401(k) plan as of May 1, 2026. The filing also notes that 1,461 shares were acquired through dividend reinvestment since his prior report, reflecting ongoing accumulation from plan features rather than open-market trading.
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.
LINCOLN NATIONAL CORP director Eric G. Johnson received a grant of 1,267.6100 Phantom Stock Units equivalent to LNC common shares at a reference price of $35.50 per unit. The award represents quarterly board retainer and fees credited under the Deferred Compensation Plan for Non-employee Directors.
These phantom stock units are credited to the LNC Stock Fund account and are payable solely in shares of LNC common stock upon Johnson’s resignation or retirement, although he may transfer the units into an alternative investment account at any time. Following this grant and dividend reinvestment activity, Johnson holds 96,403.2700 phantom stock units, including 999.08 units acquired through dividend reinvestment since his last report.
Lincoln National Corp director Reginald E. Davis received a grant of phantom stock units as part of his board compensation. On this date, he acquired 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. Following this grant and prior accruals, he holds a total of 29,663.230 phantom stock units, including 298.20 units accumulated through dividend reinvestment. These units are accrued under the company’s deferred compensation plan for non-employee directors and are payable only in shares of Lincoln National common stock upon his resignation or retirement, though he may transfer the units into an alternative investment option within the plan.
Lincoln National Corp director William H. Cunningham received a grant of 1,690.14 Phantom Stock Units tied to company common stock. The award was credited at a reference price of $35.50 per unit as part of his quarterly board retainer and fees under the Deferred Compensation Plan for Non-employee Directors.
Each Phantom Stock Unit equals one share of Lincoln National common stock and is payable only in shares when the director resigns or retires. After this grant, Cunningham holds a total of 194,361.75 Phantom Stock Units, including amounts accumulated over time such as shares acquired through dividend reinvestment.
Connelly Deirdre P reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp director Deirdre P. Connelly received a grant of 1,267.610 Phantom Stock Units on LNC common stock as board compensation. The units, valued at $35.50 per equivalent share, increased her total phantom stock holdings to 47,224.730 units, including 482.63 units from dividend reinvestment. These phantom units are accrued under the deferred compensation plan and are payable in LNC common stock upon resignation or retirement.
Lincoln National Corp executive Jennifer Charters reported a small open-market share purchase. As EVP and Chief Information Officer, she bought 300 shares of Lincoln National common stock in the open market at a weighted average price of about $32.61 per share, with individual trades ranging from $32.58 to $32.64. Following this transaction, she directly owns 37,796 shares of the company’s common stock. This filing reflects a routine insider purchase rather than a large change in ownership.
Lincoln National Corp executive Sean Woodroffe reported an open-market sale of company stock. On this Form 4, the EVP, Chief People, Communications and Enterprise Services Officer sold 8,000 shares of Lincoln National common stock at a price of $32.74 per share. After this transaction, he directly owns 198,159 shares of Lincoln National common stock.
Lincoln National Corporation executive Sean Woodroffe, EVP and Chief People, Communications and Enterprise Services Officer, reported an open-market sale of 10,000 shares of common stock at a weighted average price of $34.46 per share. These shares were sold in multiple trades between $34.44 and $34.51 per share, leaving him with 206,159 common shares directly owned.
He also reported a discretionary transaction involving 10,204.08 Phantom Stock Units at $34.30 each. Each phantom unit equals one share of LNC common stock and is held in an LNC deferred compensation and supplemental/excess retirement plan, where he may reallocate these units to other investment options.
Lincoln National Life Insurance Company, a subsidiary of Lincoln National Corporation, reported open-market purchases of Class I shares of beneficial interest in Lincoln Partners Group Royalty Fund. It acquired 2,300,098.440 Class I shares at $10.869 per share on December 19, 2025 and 2,254,485.529 Class I shares at $11.089 per share on February 25, 2026, following accepted subscriptions of $25,000,000 each.
After the latest transaction, Lincoln National Life Insurance Company directly held 9,784,322.222 Class I shares, and also reported direct holdings of 1,000 Class A, 1,000 Class D, and 1,000 Class IS shares of beneficial interest. Lincoln National Corporation is disclosed as an indirect beneficial owner of these securities.
Lincoln National Corp executive John Christopher Kennedy reported equity awards and related tax withholding in company stock. On February 19, 2026, he acquired 22,026 shares upon settlement of a performance share award for the 2023–2025 cycle and received a grant of 16,085 restricted stock units that vest on February 19, 2029. To cover tax obligations on the performance share settlement, 7,353 shares were disposed of at $40.10 per share through tax withholding. After these transactions, he directly held 131,812 shares of common stock and beneficially owned 12,507.08 shares through the company’s 401(k) plan as of February 2, 2026.
Lincoln National Corp EVP & CFO Christopher M. Neczypor reported equity compensation transactions involving company common stock. On February 19, 2026, he acquired 48,925 shares upon settlement of a 2023–2025 performance share award and had 172,904 shares directly owned afterward.
On the same date, 19,970 shares were disposed of at $40.10 per share to satisfy tax withholding related to the performance share settlement, leaving 152,934 shares directly owned. He also received a grant of 41,148 restricted stock units that vest on February 19, 2029, bringing his directly owned common shares to 194,082.
Lincoln National Corp executive Andrew Rallis received an equity award that increases his direct stake in the company. On February 19, 2026, he was granted 30,549 restricted stock units, each representing a contingent right to receive one share of Lincoln National common stock. These restricted stock units vest on February 19, 2029, tying part of his compensation to the company’s long-term performance. After this award, Rallis directly owns 212,525 shares of common stock, which includes 5,451.66 shares acquired through dividend reinvestment since his previous report.
Lincoln National Corp executive James Waltman reported equity compensation changes in company common stock. On February 19, 2026, he acquired 42,810 shares upon settlement of a 2023-2025 performance share award and had 20,697 shares withheld at $40.10 per share to cover taxes. He also received a grant of 37,158 restricted stock units, which vest on February 19, 2029, representing a contingent right to receive additional LNC common shares.
Lincoln National Corporation reported that executive vice president and Chief AI Data Analytics Officer Nilanjan Adhya acquired a grant of 19,951 shares of common stock on February 19, 2026. The award is structured as restricted stock units representing a contingent right to receive Lincoln National common shares.
The restricted stock units vest on February 19, 2029, meaning Adhya will receive the underlying shares only if the vesting conditions are satisfied and he remains eligible on that date. The filing shows these holdings as direct ownership, with 19,951 shares owned following the transaction.
Morriss John G reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp executive John G. Morriss received an equity award in the form of restricted stock units. He was granted 13,716 restricted stock units representing a contingent right to receive shares of Lincoln National common stock. These units vest on February 19, 2029. Following this award and dividend reinvestment activity, he directly holds 27,614 common shares.
Kroll Brian reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp executive receives stock award. EVP and Head of Life & Annuities Brian Kroll was granted 20,574 restricted stock units, each representing a contingent right to receive one share of Lincoln National common stock. These units vest on February 19, 2029, increasing his directly held and award-linked stake.