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 (LNC) reported an insider equity award. The company’s EVP and Chief Investment Officer received 13,753 restricted stock units on 11/12/2025 at a grant price of $0. Following the grant, beneficial ownership is 13,753 shares, held directly.
The RSUs vest in two tranches: 35% on November 12, 2027 and 65% on November 12, 2028. This filing reflects a non-derivative equity award; no derivative transactions were reported.
Lincoln National Corporation completed a registered public offering of $500 million aggregate principal amount of 5.350% Senior Notes due 2035. The notes were sold at a price to the public of 99.922% with an underwriting discount of 0.65%.
The company intends to use a portion of the net proceeds to repay its 3.625% Senior Notes due 2026, of which $400 million was outstanding, and the remainder for general corporate purposes, which may include other debt repayment. The notes are senior unsecured obligations, pay interest semi-annually on May 15 and November 15 beginning May 15, 2026, and mature on November 15, 2035.
Lincoln may redeem the notes at its option before August 15, 2035 at a make-whole price based on the Treasury Rate plus 20 bps, and at 100% of principal on or after that date, in each case plus accrued and unpaid interest.
Lincoln National Corp filed a Form 13F reporting 20 holdings with an aggregate market value of $3,506,686,851.
The filing lists one other included manager, Lincoln Financial Investments Corp, and the report was signed by Paul Chryssikos on 11-06-2025.
Lincoln National Corporation is offering $500,000,000 aggregate principal amount of 5.350% Senior Notes due November 15, 2035. The notes price at 99.922% with a 0.65% underwriting discount, for gross proceeds of $499,610,000 and proceeds to the issuer before expenses of $496,360,000. The company estimates net proceeds of approximately $494.6 million after expenses.
Interest accrues from November 10, 2025 and is payable semi-annually on May 15 and November 15, commencing May 15, 2026. The notes are senior unsecured obligations ranking pari passu with Lincoln’s other unsecured unsubordinated debt and will be issued in $2,000 denominations (and $1,000 multiples). They are not being listed, and there is currently no public market.
Lincoln intends to use a portion of the net proceeds to repay its 3.625% Senior Notes due 2026, of which $400 million was outstanding, on or before maturity, with the remainder for general corporate purposes, which may include repayment of other debt. The notes may be redeemed at the issuer’s option: at a make‑whole price prior to August 15, 2035, and at 100% of principal on or after that date, in each case plus accrued interest.
Lincoln National Corporation (LNC) reported a Form 144 notice indicating a proposed sale of 5,000 shares of common stock, with an aggregate market value of $204,261. The notice lists UBS Financial Services Inc. as broker and an approximate sale date of 11/03/2025 on the NYSE.
The shares were acquired through RSU vesting on 02/27/2022, 02/19/2023, 02/17/2024, and 02/16/2025. Shares outstanding were 189,939,050. A Form 144 is a notice of intent to sell restricted or control securities under Rule 144 and does not involve the company issuing new shares.
Lincoln National Corporation plans a primary offering of senior unsecured notes due 2035 under its shelf registration. The notes pay interest semi‑annually in May and November and will rank equally with the company’s other unsecured unsubordinated debt. The company may redeem the notes before maturity as described under “Optional Redemption.”
LNC expects to use a portion of the net proceeds to repay its 3.625% Senior Notes due 2026, of which $400 million was outstanding as of the date hereof, with any remainder for general corporate purposes. The notes will be issued in minimum denominations of $2,000 and integral multiples of $1,000, in book‑entry form through DTC, Clearstream, or Euroclear. No exchange listing is intended, and an active trading market may not develop.
As a holding company, LNC’s obligations are effectively subordinated to liabilities of its subsidiaries; subsidiary liabilities were $182.7 billion as of September 30, 2025.
Lincoln National Corporation reported a return to profitability for the quarter ended September 30, 2025, with net income of $445 million versus a net loss of $528 million a year earlier. Total revenues rose to $4.56 billion, driven by higher net investment income and fee income.
Total assets increased to $415.3 billion from $390.8 billion at year-end 2024, while policyholder account balances grew to $133.2 billion. Total stockholders’ equity improved to $10.45 billion, supported by an $825 million common stock issuance, retained earnings growth and higher accumulated other comprehensive income.
Lincoln National Corporation furnished materials related to its third quarter results. On October 30, 2025, the company announced financial results for the quarter ended September 30, 2025 and provided supporting documents.
The package includes a press release (Exhibit 99.1), a statistical supplement (Exhibit 99.2), and an earnings supplement presentation (Exhibit 99.3) made available in connection with the earnings call scheduled for October 30, 2025. These materials are furnished, not filed, under the Exchange Act.
Lincoln National Corp (LNC) reported that a company officer filed a Form 3 initial statement of beneficial ownership. The officer, listed as EVP, Chief Investment Officer, reported no securities beneficially owned (0 shares) and no derivative securities as of the event date 10/13/2025. The filing was made by one reporting person.
Deirdre P. Connelly, a director of Lincoln National Corporation (LNC), reported a non-cash compensation transaction dated 09/30/2025. Under the company's Deferred Compensation Plan for Non-Employee Directors, she was granted 1,115.79 phantom stock units, each equivalent to one share of common stock, payable solely in shares at resignation or retirement. The filing shows a transaction price of $40.33 and reports 43,976.51 shares beneficially owned after the transaction; that total includes 516.81 shares acquired through dividend reinvestment since the last report. The phantom units are accrued as quarterly board retainer/fees and may be transferred into an alternative investment account. The form was signed on behalf of the reporting person on 10/02/2025.