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.
Morriss John G reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp executive John G. Morriss received an equity award in the form of restricted stock units. He was granted 13,716 restricted stock units representing a contingent right to receive shares of Lincoln National common stock. These units vest on February 19, 2029. Following this award and dividend reinvestment activity, he directly holds 27,614 common shares.
Kroll Brian reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp executive receives stock award. EVP and Head of Life & Annuities Brian Kroll was granted 20,574 restricted stock units, each representing a contingent right to receive one share of Lincoln National common stock. These units vest on February 19, 2029, increasing his directly held and award-linked stake.
LINCOLN NATIONAL CORP CEO Ellen Cooper reported a mix of stock awards and tax-related share withholdings. On February 19, 2026, she acquired multiple grants totaling several hundred thousand shares of common stock at $0.00 per share through performance share award settlements, while shares were also withheld at $40.10 per share to cover tax obligations.
Lincoln National Corp CAO Adam M. Cohen reported equity compensation activity involving common stock. On February 19, 2026, he acquired 8,266 shares at $0.00 per share upon settlement of a performance share award for the 2023–2025 performance cycle and 9,337 additional shares as a grant of restricted stock units.
The filing also shows a disposition of 2,272 shares at $40.10 per share to cover tax withholding upon settlement of the performance share award. After these transactions, his directly owned common stock holdings were reported in the filing at several points, including 29,922 and 39,259 shares following individual transactions.
Lincoln National Corporation reported that EVP and Chief Information Officer Jennifer Charters acquired 18,704 shares of common stock on a grant basis. The award is in the form of restricted stock units that represent a contingent right to receive Lincoln National common shares and carries no purchase price.
The restricted stock units vest on February 19, 2029. After this grant, Charters directly holds 37,496 common shares, which includes 875 shares acquired through dividend reinvestment since her last report.
Lincoln National Corp EVP & General Counsel Craig T. Beazer reported equity compensation activity in company common stock. On February 19, 2026, he acquired 30,142 shares upon settlement of a 2023–2025 performance share award and received a grant of 21,198 restricted stock units. The filing also shows 11,413 shares were disposed of to cover tax withholding at $40.10 per share. The new restricted stock units vest on February 19, 2029, and all transactions reflect equity awards and related tax withholding rather than open-market trades.
Lincoln National Corp EVP Sean Woodroffe reported equity compensation transactions in common stock. He acquired 53,368 shares at no cost upon settlement of a 2023–2025 performance share award and received a grant of 22,444 restricted stock units that vest on February 19, 2029.
To cover tax withholding upon settlement of the performance shares, 19,037 shares were disposed of at a price of $40.10 per share. All positions are held directly in Lincoln National common stock.
Lincoln National Corporation is offering an exchange of up to $500,000,000 aggregate principal amount of its 2.330% Senior Notes due 2030 (the "Outstanding Notes") for a like principal amount of registered notes (the "Exchange Notes") having substantially the same terms.
The Exchange Notes will be senior unsecured obligations of the company, bear interest at 2.330% and mature on August 15, 2030. The Exchange Offer is voluntary, not conditioned on a minimum tender, and outstanding notes not exchanged will remain subject to existing transfer restrictions. The Exchange Notes will be issued under the same Indenture as the Outstanding Notes and will be registered under the Securities Act.
Lincoln National Corporation files its annual report outlining how it operates multiple insurance and retirement businesses through four main segments: Annuities, Life Insurance, Group Protection and Retirement Plan Services, plus Other Operations and reinsurance activities.
The company describes extensive use of hedging and reinsurance, including retaining no more than $20 million on a single insured life, and emphasizes statutory capital management under NAIC risk-based capital rules. As of the last business day of its most recent second fiscal quarter, common stock held by non‑affiliates had an aggregate market value of $6.6 billion, and as of February 12, 2026 there were 190,090,406 common shares outstanding.
The report also highlights strong insurer financial strength ratings for key subsidiaries from AM Best, Fitch, Moody’s and S&P, and details a highly regulated environment covering solvency, reserves, privacy, cybersecurity and emerging artificial intelligence oversight.
Lincoln National Corp executive James Waltman, EVP of Workplace Solutions, reported an open-market sale of common stock. He sold 3,050 shares at a price of $41.81 per share. After this transaction, he directly owns 118,567 shares of Lincoln National common stock.