Lincoln National Corporation filings document the formal disclosures of an insurance and retirement-services company with common stock and Series D preferred depositary shares listed on the New York Stock Exchange. Its 8-K reports furnish quarterly and annual earnings releases, statistical supplements, and Regulation FD presentation materials tied to operating results across annuities, life insurance, group protection, and retirement plan services.
The company’s SEC record also covers proxy governance, executive succession and compensation matters, material credit agreements, senior note offerings, and capital-structure disclosures. These filings describe board and shareholder voting matters, financing arrangements, covenants, registered securities, and other events that affect Lincoln National’s reporting obligations and corporate governance.
Reginald E. Davis, a director of Lincoln National Corp (LNC), received 1,115.79 phantom stock units on 09/30/2025 as quarterly board compensation under the Deferred Compensation Plan for Non-Employee Directors. Each phantom stock unit equals one share of LNC common stock and is payable solely in shares at resignation or retirement; the reporting person may transfer the phantom account into an alternative investment account at any time. The filing shows 26,789.93 shares beneficially owned following the reported transaction, which includes 309.58 shares acquired through dividend reinvestment since the last report. The transaction was reported on 10/02/2025 and signed by an attorney-in-fact.
Eric G. Johnson, a director of Lincoln National Corp (LNC), received 1,115.79 Phantom Stock Units on 09/30/2025 as quarterly board compensation 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 solely in shares at resignation or retirement; the reporting person may transfer the Phantom Stock account into an alternative investment account at any time. The reported units include 1,097.14 shares acquired through dividend reinvestment since the last report. Following the transaction, the reporting person beneficially owns 92,105.15 shares. The per-share reference price shown on the form is $40.33.
Director Gary C. Kelly reported a transaction for Lincoln National Corp (LNC) dated 09/30/2025 that added 1,115.79 Phantom Stock Units under the company's Deferred Compensation Plan for Non-Employee Directors. Each Phantom Stock Unit equals one share of common stock and the reported units correspond to 1,115.79 underlying common shares with an indicated per-share value of $40.33. Following the transaction, the reporting person beneficially owned 71,447.41 shares, which includes 848.06 shares acquired via dividend reinvestment since the prior report. The phantom units represent quarterly board retainer and fees and are payable in shares at resignation or retirement; the reporting person may transfer the account to an alternative investment option at any time.
LACHMAN M LEANNE, a director of Lincoln National Corp (LNC), was granted 1,115.79 Phantom Stock Units on 09/30/2025 as quarterly payment of board retainer and fees under the company’s Deferred Compensation Plan for Non-Employee Directors. Each Phantom Stock Unit is the equivalent of one share of LNC common stock and the units are payable solely in shares at resignation or retirement; the reporting person may move the Phantom Stock account into an alternative investment account at any time. The reported grant increased the reporting person’s total beneficial ownership to 37,475.11 shares, which includes 438.43 shares acquired through dividend reinvestment since the last report. The transaction was reported on Form 4 and signed by an attorney-in-fact on 10/02/2025.
Lincoln National Corp (LNC) director Dale LeFebvre received 1,115.79 Phantom Stock units on 09/30/2025 as quarterly payment of board retainer and fees under the company's Deferred Compensation Plan for Non-Employee Directors. Each Phantom Stock unit is equivalent to one share of LNC common stock and these units are payable solely in shares at resignation or retirement. The filing shows a reported per-share price of $40.33 for valuation and a post-transaction beneficial ownership of 26,003.85 common shares, which includes 300.11 shares acquired through dividend reinvestment since the last report. The form was signed on 10/02/2025 by an attorney-in-fact.
Ryan Owen, a director of Lincoln National Corp (LNC), reported receipt of 1,859.66 Phantom Stock Units on 09/30/2025 as a quarterly board retainer under the company's Deferred Compensation Plan for Non‑Employee Directors. Each Phantom Stock Unit equals one share of LNC common stock and the report shows an attributable per‑share price of $40.33. The filing states the Phantom Stock Units are payable solely in shares at resignation or retirement and may be transferred into an alternative investment account at any time. Following the transaction, the reporting person beneficially owned 19,722.95 shares, which includes 215.40 shares acquired through dividend reinvestment since the last report.
William H. Cunningham, a director of Lincoln National Corporation (LNC), was granted 1,487.73 Phantom Stock Units on 09/30/2025 under the company's Deferred Compensation Plan for Non-Employee Directors. Each Phantom Stock Unit equals one share of LNC common stock and the grant reflects the quarterly board retainer and fees accrued in phantom stock, payable solely in shares at resignation or retirement. The filing shows a per-share price reference of $40.33 and reports total beneficial ownership of 187,225.66 shares following the transaction, which includes 2,239.61 shares acquired through dividend reinvestment since the last report. The Form 4 was executed on behalf of the reporting person on 10/02/2025.
Sean Woodroffe, Executive Vice President and Chief People, Culture & Communications Officer of Lincoln National Corporation (LNC), reported transactions dated 08/15/2025. On that date he exercised an employee stock option with a $21.13 exercise price to acquire 16,164 shares and simultaneously sold 16,164 shares at a weighted average price of $40.90. The filing notes 1,880.83 shares were acquired via dividend reinvestment since his last report. The Form 4 shows beneficial ownership figures of 172,146.48 shares following the acquisition line (including reinvested dividends) and 155,982.48 shares following the sale line. The underlying option vests in three equal installments on May 24, 2024, 2025 and 2026 and expires May 24, 2033.
Lincoln National Corp. (LNC) insider Brian Kroll reported option exercise and related sales on 08/15/2025. Mr. Kroll exercised employee stock options to acquire 6,780 shares at an exercise price of $35.50 per share. Following the exercise and dividend reinvestment, he beneficially owned 56,118.12 shares. To cover the exercise cost and tax obligations, he sold 6,362 shares in multiple transactions at a weighted average price of $40.87 (individual sales ranged $40.87–$40.88). The reported filing was signed on 08/19/2025 by an attorney-in-fact.
Form 144 filing for Lincoln National Corp. (LNC) reports a proposed sale of 6,362 common shares held at UBS Financial Services with an aggregate market value of $260,020.34, and an approximate sale date of 08/15/2025 on the NYSE. The shares were acquired the same day, 08/15/2025, through an ESOP exercise from Lincoln National Corp., and payment was wired. The filing also discloses a prior sale by Brian Kroll of 10,075 common shares on 05/29/2025 generating gross proceeds of $333,483. The filer certifies no undisclosed material adverse information and includes standard Rule 144 representations.