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 CEO Ellen Cooper reported a mix of stock awards and tax-related share withholdings. On February 19, 2026, she acquired multiple grants totaling several hundred thousand shares of common stock at $0.00 per share through performance share award settlements, while shares were also withheld at $40.10 per share to cover tax obligations.
Lincoln National Corp CAO Adam M. Cohen reported equity compensation activity involving common stock. On February 19, 2026, he acquired 8,266 shares at $0.00 per share upon settlement of a performance share award for the 2023–2025 performance cycle and 9,337 additional shares as a grant of restricted stock units.
The filing also shows a disposition of 2,272 shares at $40.10 per share to cover tax withholding upon settlement of the performance share award. After these transactions, his directly owned common stock holdings were reported in the filing at several points, including 29,922 and 39,259 shares following individual transactions.
Lincoln National Corporation reported that EVP and Chief Information Officer Jennifer Charters acquired 18,704 shares of common stock on a grant basis. The award is in the form of restricted stock units that represent a contingent right to receive Lincoln National common shares and carries no purchase price.
The restricted stock units vest on February 19, 2029. After this grant, Charters directly holds 37,496 common shares, which includes 875 shares acquired through dividend reinvestment since her last report.
Lincoln National Corp EVP & General Counsel Craig T. Beazer reported equity compensation activity in company common stock. On February 19, 2026, he acquired 30,142 shares upon settlement of a 2023–2025 performance share award and received a grant of 21,198 restricted stock units. The filing also shows 11,413 shares were disposed of to cover tax withholding at $40.10 per share. The new restricted stock units vest on February 19, 2029, and all transactions reflect equity awards and related tax withholding rather than open-market trades.
Lincoln National Corp EVP Sean Woodroffe reported equity compensation transactions in common stock. He acquired 53,368 shares at no cost upon settlement of a 2023–2025 performance share award and received a grant of 22,444 restricted stock units that vest on February 19, 2029.
To cover tax withholding upon settlement of the performance shares, 19,037 shares were disposed of at a price of $40.10 per share. All positions are held directly in Lincoln National common stock.
Lincoln National Corp executive James Waltman, EVP of Workplace Solutions, reported an open-market sale of common stock. He sold 3,050 shares at a price of $41.81 per share. After this transaction, he directly owns 118,567 shares of Lincoln National common stock.
Reid James Waltman reported disposition transactions in a Form 4 filing for LNC. The filing lists transactions totaling 7,338 shares at a weighted average price of $40.88 per share. Following the reported transactions, holdings were 121,617 shares.
Cooper Ellen reported disposition transactions in a Form 4 filing for LNC. The filing lists transactions totaling 18,669 shares at a weighted average price of $40.88 per share. Following the reported transactions, holdings were 533,459 shares.
Beazer CraigT T reported disposition transactions in a Form 4 filing for LNC. The filing lists transactions totaling 4,195 shares at a weighted average price of $40.88 per share. Following the reported transactions, holdings were 92,962 shares.
Neczypor Christopher M reported disposition transactions in a Form 4 filing for LNC. The filing lists transactions totaling 5,162 shares at a weighted average price of $40.88 per share. Following the reported transactions, holdings were 123,979 shares.
Lincoln National Corp executive John Christopher Kennedy reported a routine tax-related share disposition. On 02/15/2026, 3,069 shares of common stock were withheld at $40.88 per share to cover taxes upon vesting of restricted stock units.
After this tax-withholding disposition, he directly beneficially owned 117,139 shares. He also indirectly beneficially owned 12,507.08 shares through the company’s 401(k) plan as of 02/02/2026, including 1,223.48 shares accumulated via dividend reinvestment since his prior report.
Cohen Adam M reported disposition transactions in a Form 4 filing for LNC. The filing lists transactions totaling 1,260 shares at a weighted average price of $40.88 per share. Following the reported transactions, holdings were 23,928 shares.
Lincoln National Corporation director Gary C. Kelly reported a transaction involving 35,474.99 Phantom Stock Units of LNC at $40.88 per unit. These units mirror the value of Lincoln National common stock and are held in a deferred compensation plan for non-employee directors.
After this transaction, Kelly directly holds 109,502.27 Phantom Stock Units, each tied to one share of common stock. The units are payable only in Lincoln National shares upon resignation or retirement, and the balance includes 777.41 shares accumulated through dividend reinvestment since his last report.
Lincoln National Corporation director reports additional phantom stock units. On 12/31/2025, the director acquired 1,010.55 phantom stock units tied to Lincoln National common stock at a price of $44.53 per unit under the Deferred Compensation Plan for Non-Employee Directors. These units are payable only in shares of common stock when the director resigns or retires, although the account can be shifted into an alternative investment option at any time.
After this transaction, the director beneficially owned 38,901.02 phantom stock units. This total includes 415.36 units that were added through dividend reinvestment since the prior report.
Lincoln National Corp (LNC) reported an insider equity transaction by one of its directors. On 12/31/2025, the director received 1,010.55 phantom stock units, each tied to one share of Lincoln National common stock, at a reference price of $44.53 per unit. These units represent the quarterly payment of the board retainer and fees under the company’s Deferred Compensation Plan for Non-Employee Directors and are payable in common stock when the director resigns or retires. After this grant, the director beneficially holds 73,249.87 phantom stock units, which includes 791.91 shares accumulated through dividend reinvestment since the prior report.
Lincoln National Corporation director reports additional phantom stock units as board compensation. On 12/31/2025, the director received 1,010.55 Phantom Stock Units at a reference price of $44.53 per unit under the Deferred Compensation Plan for Non-Employee Directors. Each Phantom Stock Unit is equivalent to one share of Lincoln National common stock and is payable solely in common shares upon resignation or retirement. After this transaction, the director beneficially owns 94,136.58 Phantom Stock Units, which includes 1,020.88 shares acquired through dividend reinvestment since the last report. The filing is made by a single reporting person in the capacity of Director.
Lincoln National Corporation director reports deferred stock compensation. A company director filed a Form 4 showing the acquisition of 1,684.26 Phantom Stock Units on 12/31/2025. Each Phantom Stock Unit is the equivalent of one share of Lincoln National common stock.
The units represent the quarterly payment of board retainer and fees in phantom stock under the Deferred Compensation Plan for Non-Employee Directors, and are payable in shares of common stock at resignation or retirement. After this transaction, the director beneficially owned 21,625.81 Phantom Stock Units, which includes 218.60 shares accumulated through dividend reinvestment since the last report.
Lincoln National Corp director reports phantom stock grant linked to board compensation. On 12/31/2025, the director acquired 1,010.55 Phantom Stock Units, each equivalent to one share of Lincoln National common stock, at a price of $44.53 per unit. These units were issued as the quarterly payment of the board retainer and fees under the company’s Deferred Compensation Plan for Non-Employee Directors and are payable solely in shares of common stock upon resignation or retirement.
Following this transaction, the director beneficially owned 3,888.82 Phantom Stock Units, which includes 31.56 shares acquired through dividend reinvestment since the prior report. The director may transfer the phantom stock account into an alternative investment account at any time.
Lincoln National Corp director reported receiving additional deferred equity compensation. On 12/31/2025, the director acquired 1,010.55 Phantom Stock units, each equivalent to one share of Lincoln National common stock, at a reference price of $44.53 per unit under the company's Deferred Compensation Plan for Non-Employee Directors.
These Phantom Stock units are payable solely in shares of common stock upon the director's resignation or retirement, and the director may transfer the Phantom Stock account into an alternative investment account at any time. After this transaction, the director beneficially owned 27,302.62 derivative securities, which includes 288.22 shares accumulated through dividend reinvestment since the last report.
Lincoln National Corp. director reported a routine equity-based compensation event. On 12/31/2025, the director acquired 1,010.55 phantom stock units, each equivalent to one share of Lincoln National common stock, at a derivative price of $44.53 per unit under the Deferred Compensation Plan for Non-Employee Directors.
These phantom stock units represent deferred board retainers and fees, which are payable solely in shares of common stock upon the director’s resignation or retirement. After this transaction, the director beneficially owns 28,097.42 phantom stock units, which includes 296.94 shares accumulated through dividend reinvestment since the prior report.
Lincoln National Corp director reports phantom stock grant
A director of Lincoln National Corp received 1,347.41 Phantom Stock Units on 12/31/2025 as part of quarterly board retainer and fees under the Deferred Compensation Plan for Non-Employee Directors. Each Phantom Stock Unit is equivalent to one share of LNC common stock and is payable in shares of common stock upon resignation or retirement. Following this grant and prior dividend reinvestment, the director beneficially owns 190,648.22 derivative securities, including 2,075.15 shares acquired through dividend reinvestment, all held in a direct ownership form.
Lincoln National Corp director reports additional phantom stock units. On 12/31/2025, the director acquired 1,010.55 phantom stock units, each equivalent to one share of LNC common stock, at a price of $44.53 per unit. These units were issued as the quarterly payment of the board retainer and fees under the Deferred Compensation Plan for Non-Employee Directors and are payable in shares of common stock at resignation or retirement. Following this transaction, the director beneficially owned 45,474.49 derivative securities, including 487.43 shares accumulated through dividend reinvestment.
Lincoln National Corp executive reports stock sale. An executive officer of Lincoln National Corp, serving as EVP, Chief Distribution & Brand Officer, reported selling 3,519 shares of common stock on 12/10/2025 at a price of $44.15 per share. After this transaction, the reporting person beneficially owned 118,984.52 shares of Lincoln National common stock directly. In addition, 12,267.52 shares were beneficially owned through the company’s 401(k) plan as of 12/2/2025. This filing is a routine insider ownership update under Section 16 rules.
Lincoln National Corp executive reports tax share withholding on vested stock units. A company officer, listed as EVP, Chief Distribution & Brand Officer, reported a Form 4 transaction dated 12/05/2025 involving common stock of Lincoln National Corp (LNC). The filing shows 1,555 shares of common stock were disposed of at a price of $42.74 per share, described as tax withholding upon the vesting of restricted stock units.
After this transaction, the executive beneficially owns 122,503.52 shares of Lincoln National common stock directly and 12,267.52 shares indirectly through the company’s 401(k) plan as of 12/2/2025. The form is filed by one reporting person and reflects routine equity compensation and related tax withholding rather than an open-market sale.
Lincoln National Corp executive files Form 4 for tax withholding transaction
Lincoln National Corp’s EVP & General Counsel reported an automatic share withholding related to equity compensation. On 12/05/2025, 1,151 shares of common stock were disposed of at a price of $42.74 per share in a transaction coded “F,” which indicates shares were withheld to cover taxes upon vesting of restricted stock units. After this tax withholding event, the reporting person directly beneficially owns 96,331.82 shares of Lincoln National common stock.
Lincoln National Corp. executive reports tax withholding on vested stock units. The company’s EVP & CFO reported a Form 4 transaction dated 12/05/2025 involving common stock of Lincoln National Corp. The filing shows 1,362 shares were disposed of at a price of $42.74 per share in a transaction coded "F," which indicates shares withheld to cover taxes upon vesting of restricted stock units.
After this tax-related transaction, the reporting person beneficially owns 127,896.36 shares of Lincoln National common stock in direct ownership. This total includes 2,761.83 shares that have been acquired through dividend reinvestment since the prior report.
Lincoln National Corp reported an insider share transaction by its Chief Accounting Officer. On December 5, 2025, the officer had 208 shares of common stock withheld at a price of $42.74 per share to cover taxes upon the vesting of restricted stock units. After this tax withholding event and a small correction, the officer beneficially owns 24,930.11 shares directly.
The filing explains that prior reports had overstated shares acquired through dividend reinvestment by 9.10 shares due to an administrative error. It also notes that the current balance includes 916.02 shares acquired through dividend reinvestment since the officer’s last report, providing a clearer picture of the insider’s current equity position.
Lincoln National Corp (LNC) disclosed that its Chairman, President & CEO, who is also a director, exercised employee stock options and settled related obligations on 11/26/2025. The executive exercised an employee stock option to acquire 38,891 shares of common stock at an exercise price of $35.5 per share. To cover the exercise price and associated tax liability, 35,726 shares were withheld through a net share settlement at a price of $41.35 per share, and the company states that no shares were sold by the reporting person for this purpose. Following these transactions, the reporting person beneficially owned 547,918.95 shares of Lincoln National common stock in direct form.
Lincoln National Corp (LNC) executive vice president and Head of Life & Annuities reported a small insider transaction in company stock. On 11/24/2025, the officer disposed of 861 shares of common stock at a price of $40.34 per share. After this transaction, the officer beneficially owns 49,441.97 shares of Lincoln National common stock.
The reported holdings include 546.85 shares acquired through dividend reinvestment since the prior report, showing that a portion of the position has grown via automatic reinvestment of dividends. The form indicates this is a single reporting person filing, reflecting an update to the insider’s ownership rather than a broad corporate action.
Lincoln National Corp (LNC) executive vice president and Chief Distribution & Brand Officer reported a change in ownership of company stock. On 11/24/2025, the insider reported a code F transaction involving the disposition of 1,075 shares of common stock at $40.34 per share. After this transaction, the reporting person directly beneficially owned 124,058.66 shares of common stock, which includes 1,318.16 shares acquired through dividend reinvestment since the last report. The insider also indirectly held 12,258.86 shares of common stock through the company’s 401(k) plan as of 11/3/2025.
Lincoln National Corp (LNC) reported a Form 4 insider transaction for its EVP & General Counsel. On 11/24/2025, the executive had 1,331 shares of common stock disposed of in a transaction coded "F," which typically indicates shares withheld to cover taxes upon vesting of equity awards, at a price of $40.34 per share. After this transaction, the executive beneficially owned 97,483.56 shares of LNC common stock in direct ownership.
The filing explains that this balance reflects a correction to earlier reports, where dividend reinvestment transactions had been overstated by 32.47 shares in total due to an administrative error. It also includes 2,986.56 shares that were acquired through dividend reinvestment since the executive’s last report, giving investors an updated and more accurate picture of this officer’s current share holdings.
Lincoln National Corp (LNC) reported an insider stock transaction on a Form 4 by a person who is both a director and an officer serving as Chairman, President and CEO. On 11/24/2025, this insider had a transaction in common stock coded "F" for 4,401 shares disposed of at a price of $40.34 per share.
After this transaction, the insider beneficially owned 544,753.95 shares of Lincoln National common stock in direct form. This total includes 9,179.96 shares that were acquired through dividend reinvestment since the person’s last report, highlighting ongoing accumulation via the company’s dividend program.
Lincoln National Corp (LNC) disclosed an insider purchase by a director. On 11/12/2025, the director bought 2,000 shares of common stock in an open‑market transaction (Code P) at a weighted average price of $42.17. The filing notes individual trades occurred between $42.05 and $42.24. Following this transaction, the director beneficially owns 12,000 shares, held directly.
This Form 4 reflects routine insider activity and provides pricing detail upon request, as customary for weighted‑average disclosures.
Lincoln National (LNC) reported an insider equity award. The company’s EVP and Chief Investment Officer received 13,753 restricted stock units on 11/12/2025 at a grant price of $0. Following the grant, beneficial ownership is 13,753 shares, held directly.
The RSUs vest in two tranches: 35% on November 12, 2027 and 65% on November 12, 2028. This filing reflects a non-derivative equity award; no derivative transactions were reported.