Welcome to our dedicated page for Lincoln Natl Ind 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.
This page provides access to U.S. Securities and Exchange Commission filings for Lincoln National Corporation (NYSE: LNC), the parent of Lincoln Financial. As a public company in the finance and insurance sector, Lincoln files current reports, registration statements and other documents that describe its operations across annuities, life insurance, group protection and retirement plan services, as well as its capital structure and financing activities.
Investors can review Form 8-K current reports for material events such as quarterly earnings announcements, the release of statistical supplements and earnings presentations, and capital markets transactions. For example, Lincoln has used Form 8-K to disclose the issuance of 5.350% Senior Notes due 2035, including key terms of the notes, the underwriting agreement and intended uses of proceeds, as well as to furnish press releases and earnings materials for specific quarters.
Through its shelf registration statements and related prospectus supplements, Lincoln National Corporation registers securities such as senior notes and preferred stock. Filings also identify the company’s listed securities, including common stock trading under the symbol LNC and depositary shares representing interests in its 9.000% Non-Cumulative Preferred Stock, Series D, which trade on the New York Stock Exchange.
On Stock Titan, SEC filings for LNC are updated from EDGAR and paired with AI-powered summaries to help readers interpret complex disclosures. Users can quickly see the purpose of each filing, how it relates to Lincoln’s insurance and retirement businesses, and where it fits within the company’s broader financial and capital strategy. This includes easier navigation of earnings-related exhibits, debt offering documentation and other regulatory disclosures that inform analysis of Lincoln National Corporation.
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 reported solid fourth quarter and full-year 2025 results, highlighting broad-based momentum across its businesses. Fourth quarter net income available to common stockholders was $745 million, or $3.80 per diluted share. Adjusted operating income available to common stockholders was $434 million, or $2.21 per diluted share, reflecting underlying operating performance after market-related items.
For 2025, adjusted operating income available to common stockholders rose to $1.54 billion, or $8.23 per diluted share. Annuities posted record-high ending account balances of $175 billion and sales of $4.9 billion, up 33% year over year. Life Insurance swung to $77 million of quarterly operating income, driven by improved mortality and strong alternative investment income.
Group Protection delivered quarterly operating income of $109 million with insurance premiums up 8%, while Retirement Plan Services generated $46 million of operating income and 13% deposit growth. Holding company available liquidity, net of prefunding, increased to $655 million at year-end, and book value per share excluding AOCI improved to $73.10.
Lincoln National Corp filed a Form 13F reporting institutional holdings. The filing lists 20 holdings with a reported aggregate value of $3,420,729,682. The report names Lincoln Financial Investments Corp as an included manager and was signed by Paul Chryssikos on 02-06-2026.
The Vanguard Group filed an amended Schedule 13G reporting passive ownership of Lincoln National Corp common stock. Vanguard reports beneficial ownership of 19,741,163 shares, representing 10.39% of the outstanding common stock as of the reported date. Vanguard has shared voting power over 1,329,804 shares and shared dispositive power over 19,741,163 shares, with no sole voting or dispositive power. The filing states the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of Lincoln National Corp. Vanguard also notes an internal realignment on January 12, 2026, after which certain subsidiaries or business divisions are expected to report beneficial ownership separately.
Lincoln National Corp executive files initial ownership report showing no holdings. Adhya Nilanjan, who serves as Executive Vice President and Chief AI Data Analytics Officer of Lincoln National Corp (ticker LNC), filed an initial Form 3 ownership statement for an event dated 01/09/2026.
The filing reports that Nilanjan beneficially owns no non-derivative securities of Lincoln National Corp, with the amount shown as 0 under direct ownership. The derivative securities table is empty, indicating no options, warrants, or other derivative interests reported at this time.
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.