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.
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.
Lincoln National Corporation is offering to exchange up to $500,000,000 aggregate principal amount of its outstanding 2.330% Senior Notes due 2030 (originally issued on May 15, 2025) for a like principal amount of registered notes having substantially the same terms.
The Exchange Notes will be issued under the same Indenture, will evidence the same indebtedness, and will be freely transferable; the Outstanding Notes remain subject to transfer restrictions unless exchanged. The Exchange Offer is voluntary, open through March 27, 2026 (5:00 p.m. New York time), and the issuer will receive no cash proceeds from the exchange.
Lincoln National Life Insurance Company and its parent Lincoln National Corporation filed an amended Form 3 for Lincoln Partners Group Royalty Fund (LNPIX), updating their reported ownership as of September 24, 2025. The filing shows LNL directly holds 5,229,738.249 Class I shares of beneficial interest and 1,000 shares each of Class A, Class D, and Class IS. A footnote explains that LNL is a wholly owned subsidiary of LNC, making LNC an indirect beneficial owner of these securities.
Lincoln National Life Insurance Company, a subsidiary of Lincoln National Corporation, reported open-market purchases of Class I shares of beneficial interest in Lincoln Partners Group Royalty Fund. It acquired 2,300,098.440 Class I shares at $10.869 per share on December 19, 2025 and 2,254,485.529 Class I shares at $11.089 per share on February 25, 2026, following accepted subscriptions of $25,000,000 each.
After the latest transaction, Lincoln National Life Insurance Company directly held 9,784,322.222 Class I shares, and also reported direct holdings of 1,000 Class A, 1,000 Class D, and 1,000 Class IS shares of beneficial interest. Lincoln National Corporation is disclosed as an indirect beneficial owner of these securities.
Lincoln National Life Insurance Company and its parent Lincoln National Corporation filed an amended Form 3 for the Lincoln Bain Capital Total Credit Fund. The update adds previously omitted holdings and identifies LNC as an additional reporting person. LNL directly holds 5,000,000 Class I shares and 1,000 shares each of Class A, Class D, and Class IS, while LNC is disclosed as the indirect beneficial owner through its wholly owned subsidiary.
Lincoln National Corp executive John Christopher Kennedy reported equity awards and related tax withholding in company stock. On February 19, 2026, he acquired 22,026 shares upon settlement of a performance share award for the 2023–2025 cycle and received a grant of 16,085 restricted stock units that vest on February 19, 2029. To cover tax obligations on the performance share settlement, 7,353 shares were disposed of at $40.10 per share through tax withholding. After these transactions, he directly held 131,812 shares of common stock and beneficially owned 12,507.08 shares through the company’s 401(k) plan as of February 2, 2026.
Lincoln National Corp EVP & CFO Christopher M. Neczypor reported equity compensation transactions involving company common stock. On February 19, 2026, he acquired 48,925 shares upon settlement of a 2023–2025 performance share award and had 172,904 shares directly owned afterward.
On the same date, 19,970 shares were disposed of at $40.10 per share to satisfy tax withholding related to the performance share settlement, leaving 152,934 shares directly owned. He also received a grant of 41,148 restricted stock units that vest on February 19, 2029, bringing his directly owned common shares to 194,082.
Lincoln National Corp executive Andrew Rallis received an equity award that increases his direct stake in the company. On February 19, 2026, he was granted 30,549 restricted stock units, each representing a contingent right to receive one share of Lincoln National common stock. These restricted stock units vest on February 19, 2029, tying part of his compensation to the company’s long-term performance. After this award, Rallis directly owns 212,525 shares of common stock, which includes 5,451.66 shares acquired through dividend reinvestment since his previous report.
Lincoln National Corp executive James Waltman reported equity compensation changes in company common stock. On February 19, 2026, he acquired 42,810 shares upon settlement of a 2023-2025 performance share award and had 20,697 shares withheld at $40.10 per share to cover taxes. He also received a grant of 37,158 restricted stock units, which vest on February 19, 2029, representing a contingent right to receive additional LNC common shares.
Lincoln National Corporation reported that executive vice president and Chief AI Data Analytics Officer Nilanjan Adhya acquired a grant of 19,951 shares of common stock on February 19, 2026. The award is structured as restricted stock units representing a contingent right to receive Lincoln National common shares.
The restricted stock units vest on February 19, 2029, meaning Adhya will receive the underlying shares only if the vesting conditions are satisfied and he remains eligible on that date. The filing shows these holdings as direct ownership, with 19,951 shares owned following the transaction.