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LINCOLN NATIONAL CORP (LNC) SEC Filings, Jun-Jul 2026

LNC NYSE

Welcome to our dedicated page for LINCOLN NATIONAL SEC filings (Ticker: LNC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on LINCOLN NATIONAL's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into LINCOLN NATIONAL's regulatory disclosures and financial reporting.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Lincoln National Corporation completed a registered public offering of $500 million aggregate principal amount of 6.800% Fixed-to-Fixed Reset Rate Subordinated Notes due 2056. The notes were priced at 100.000% of principal and sold to underwriters at a 1.000% underwriting discount.

The notes pay interest at 6.800% annually until July 15, 2036, then reset every five years to the five-year U.S. Treasury rate plus 2.400%, with interest paid semi-annually on January 15 and July 15, starting January 15, 2027. They are unsecured subordinated obligations, ranking junior to senior indebtedness and pari passu with existing subordinated debt.

The company intends to use net proceeds for general corporate purposes, which may include repurchasing or redeeming up to $500 million of 9.250% Preferred Stock, Series C, and/or $500 million of 9.000% Preferred Stock, Series D, both first redeemable on or after December 1, 2027. The notes are callable at par during defined par call periods and at a make-whole price otherwise, and may be redeemed upon certain tax, rating agency, or regulatory capital events. Lincoln may defer interest for up to five years per deferral period, during which interest compounds and the company faces restrictions on payments on parity or junior securities. Events of default are limited to specified bankruptcy, insolvency, or receivership events.

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Lincoln National Corporation is offering $500,000,000 of 6.800% Fixed-to-Fixed Reset Rate Subordinated Notes due July 15, 2056. Interest is fixed at 6.800% from issuance through July 15, 2036, then resets every five years to the five-year Treasury rate plus 2.400%. Interest is payable semi-annually on January 15 and July 15, beginning January 15, 2027, and the issuer may defer interest for up to five consecutive years per deferral period. The notes are unsecured, subordinated obligations ranking pari passu with existing subordinated notes and junior to senior indebtedness; proceeds (approximately $493 million net) are for general corporate purposes, potentially including repurchase/redemption of specified preferred stock.

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Lincoln National Corporation intends to offer fixed-to-fixed reset rate subordinated notes due July 15, 2056 pursuant to a preliminary prospectus supplement dated June 24, 2026. The notes bear a fixed rate until an initial interest reset date of July 15, 2036, then reset every five years to the five-year Treasury rate plus a spread. The notes are unsecured and subordinated, will rank pari passu with certain existing subordinated indebtedness, and will be structurally subordinated to liabilities of LNC’s subsidiaries. The issuer may defer interest payments for up to five years for a single deferral period and may redeem the notes under specified circumstances. Net proceeds are planned for general corporate purposes, which may include repurchase or redemption of specified preferred stock series.

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FAQ

How many LINCOLN NATIONAL (LNC) SEC filings are available on StockTitan?

StockTitan tracks 159 SEC filings for LINCOLN NATIONAL (LNC), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for LINCOLN NATIONAL (LNC)?

The most recent SEC filing for LINCOLN NATIONAL (LNC) was filed on July 2, 2026.