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 Corp director William H. Cunningham received a grant of 1,690.14 Phantom Stock Units tied to company common stock. The award was credited at a reference price of $35.50 per unit as part of his quarterly board retainer and fees under the Deferred Compensation Plan for Non-employee Directors.
Each Phantom Stock Unit equals one share of Lincoln National common stock and is payable only in shares when the director resigns or retires. After this grant, Cunningham holds a total of 194,361.75 Phantom Stock Units, including amounts accumulated over time such as shares acquired through dividend reinvestment.
Connelly Deirdre P reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp director Deirdre P. Connelly received a grant of 1,267.610 Phantom Stock Units on LNC common stock as board compensation. The units, valued at $35.50 per equivalent share, increased her total phantom stock holdings to 47,224.730 units, including 482.63 units from dividend reinvestment. These phantom units are accrued under the deferred compensation plan and are payable in LNC common stock upon resignation or retirement.
Lincoln National Corporation entered into a Third Amended and Restated Credit Agreement with a bank syndicate led by Bank of America. The unsecured facility supports letters of credit and borrowing of up to $2.0 billion and now runs until March 27, 2031, extending the company’s committed liquidity.
Fees include a 1.0% per annum charge on syndicated letters of credit and a 0.125% per annum facility fee on the aggregate commitment, with both fees adjusting automatically if credit ratings change. The agreement keeps customary covenants, such as limits on liens, mergers where Lincoln National is not the survivor, and major asset sales.
Financial covenants require minimum consolidated net worth of $9.932 billion plus a portion of future equity issuance proceeds, a maximum debt-to-capital ratio of 0.35 to 1.00, and a 7.5% cap on certain secured and subsidiary non-operating debt relative to total capitalization. Standard events of default can lead to termination of commitments and acceleration of outstanding amounts.
Lincoln National Corp — The Vanguard Group filed Amendment No. 17 to a Schedule 13G/A reporting 0 shares (0%) beneficial ownership of Lincoln National common stock. The filing states Vanguard completed an internal realignment on January 12, 2026 and, in accordance with SEC Release No. 34-39538, certain subsidiaries and business divisions will report ownership separately. The amendment is signed by Ashley Grim as Head of Global Fund Administration on 03/27/2026.
Lincoln National Corp executive Jennifer Charters reported a small open-market share purchase. As EVP and Chief Information Officer, she bought 300 shares of Lincoln National common stock in the open market at a weighted average price of about $32.61 per share, with individual trades ranging from $32.58 to $32.64. Following this transaction, she directly owns 37,796 shares of the company’s common stock. This filing reflects a routine insider purchase rather than a large change in ownership.
Lincoln National Corp executive Sean Woodroffe reported an open-market sale of company stock. On this Form 4, the EVP, Chief People, Communications and Enterprise Services Officer sold 8,000 shares of Lincoln National common stock at a price of $32.74 per share. After this transaction, he directly owns 198,159 shares of Lincoln National common stock.
Lincoln National Corp filed a Form 144 reporting a proposed sale of 8,000 common shares tied to RSU vesting on 02/19/2026. The filing also discloses a prior sale of 10,000 common shares by Sean Woodroffe on 03/02/2026.
Lincoln National Corporation executive Sean Woodroffe, EVP and Chief People, Communications and Enterprise Services Officer, reported an open-market sale of 10,000 shares of common stock at a weighted average price of $34.46 per share. These shares were sold in multiple trades between $34.44 and $34.51 per share, leaving him with 206,159 common shares directly owned.
He also reported a discretionary transaction involving 10,204.08 Phantom Stock Units at $34.30 each. Each phantom unit equals one share of LNC common stock and is held in an LNC deferred compensation and supplemental/excess retirement plan, where he may reallocate these units to other investment options.
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.