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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 Corporation and affiliated entities report updated beneficial ownership in Lincoln Bain Capital Total Credit Fund following additional share purchases in May 2026. Lincoln National Life Insurance Company directly holds 5,234,135.36 Class I shares, 1,044.08 Class A shares, 1,045.95 Class D shares and 1,047.28 Class IS shares, representing 17.20% of Class I and 100% of the other listed share classes. Lincoln Financial Investments Corporation is deemed to beneficially own 19,954,569.64 Class I shares held by series of Lincoln Variable Insurance Products Trust, equal to 65.58% of Class I shares outstanding. Recent acquisitions include automatic dividend reinvestments on May 7, 2026 at prices around $10 per share and a large Class I purchase on May 14, 2026 at $10.21 per share by several LVIP funds.
Lincoln National Corporation reported a first-quarter 2026 net loss of $172 million, a substantial improvement from a net loss of $722 million a year earlier, as higher revenue helped narrow losses.
Total revenues rose to $5.306 billion from $4.691 billion, driven by stronger net investment income and realized gains, but total expenses of $5.552 billion still exceeded revenue. Common shareholders recorded a net loss of $206 million, or $(1.08) basic EPS, compared with $(4.41) a year earlier, while the quarterly common dividend remained $0.45 per share.
Total assets were $406.2 billion and stockholders’ equity $10.2 billion as of March 31, 2026, down modestly from year-end, mainly due to other comprehensive losses. Cash and invested cash declined to $7.3 billion, but operating activities generated positive cash flow of $138 million versus an outflow in the prior-year quarter.
Lincoln Financial reported a smaller net loss in the first quarter of 2026 while core earnings improved. Net loss available to common stockholders was $(211) million, or $(1.10) per diluted share, compared with $(756) million a year earlier. Adjusted operating income available to common stockholders rose to $326 million, or $1.66 per diluted share, from $280 million, or $1.60 per share, reflecting stronger underlying performance after excluding market-driven and other non-core items.
Total revenues increased to $5.3 billion, up 13.1% year over year. Group Protection delivered $112 million of operating income, Life Insurance returned to a $41 million profit from a prior loss, and Retirement Plan Services generated $43 million, up 26% year over year. Annuities produced $275 million of operating income, modestly below last year, with higher spread income but larger variable annuity outflows. Holding-company available liquidity reached $1.2 billion, or $805 million net of prefunding, while the RBC ratio remained above 420% and adjusted book value per share increased to $77.77.
Lincoln National Corp filed a Form 13F reporting institutional holdings through a filings package that includes 19 holdings with a reported aggregate market value of $3,453,975,945. The report lists 1 other included manager, Lincoln Financial Investments Corp, and is signed by Paul Chryssikos on 05-04-2026.
Lincoln National Corp ownership disclosure: Vanguard Capital Management reports beneficial ownership of 9,580,622 shares of Common Stock, representing 5.04% of the class as of 03/31/2026. The filing states Vanguard Capital Management exercises sole dispositive power over 9,580,622 shares and sole voting power over 1,309,721 shares, and that these holdings include securities held by Vanguard funds and managed accounts.
Lincoln National Corp ownership filing: Vanguard Portfolio Management reports beneficial ownership of 10,473,383 shares of Common Stock, representing 5.50% of the class. The filing states Vanguard has sole dispositive power over 10,473,383 shares and sole voting power for 63,729 shares. The filing notes these holdings include shares held for Vanguard funds and managed accounts and is signed by Ashley Grim on 04/29/2026.
Lincoln National Corporation filed a Schedule 13D disclosing beneficial ownership of 9,787,323.12 shares of Lincoln Partners Group Royalty Fund, representing 80.94% of the fund’s shares. Its subsidiary, The Lincoln National Life Insurance Company, directly holds almost all of these interests across Class I, A, D and IS shares.
Lincoln National Life invested progressively, starting with $42,056,924 that converted into 4,481,365.000 Class I shares at $10.00 per share, followed by multiple additional subscriptions, including two separate $25,000,000 purchases of Class I shares. The filing states the shares were acquired for investment purposes and notes an administration agreement under which Lincoln National Life provides and is reimbursed for administrative and shareholder services.
Lincoln National Corporation, The Lincoln National Life Insurance Company and Lincoln Financial Investments Corporation report significant beneficial ownership stakes in Lincoln Bain Capital Total Credit Fund.
LNC and LNL together report shared voting and dispositive power over 5,202,624.72 shares, representing 18.72% of the fund’s shares. LNL directly holds 5,199,507.55 Class I shares plus smaller amounts of Class A, Class D and Class IS shares, representing 18.71% of Class I and 100% of the other three share classes outstanding. LFI, as adviser to Lincoln Variable Insurance Products Trust series, may be deemed to beneficially own 17,390,174.33 Class I shares, or 62.57% of that class.
The filing details a 1.00% annual investment management fee on gross assets, a 15% incentive fee on pre‑incentive fee net investment income above a 1.50% quarterly NAV hurdle, class‑by‑class expense caps of 2.85%, 2.50%, 2.00% and 2.25%, and a temporary management fee waiver through July 31, 2026 that can reduce effective operating expenses materially below the stated caps.