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 Corp director Ryan Owen received a grant of 1,272.98 Phantom Stock Units, each equivalent to one share of LNC common stock, based on a reference price of $35.35 per unit. This represents his quarterly board retainer and fees credited under the company’s Deferred Compensation Plan for non-employee directors.
These phantom units are payable solely in shares of LNC common stock upon resignation or retirement, though he may transfer them into an alternative investment option within the plan at any time. Following this award and dividend reinvestment activity, Owen now holds a total of 24,673.17 phantom stock units, including 277.26 units acquired through dividend reinvestment since his last report. This is a routine compensation-related acquisition, not an open-market stock purchase or sale.
Morris James T reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp director James T. Morris received a grant of phantom stock units as part of his quarterly board compensation. He was awarded 1,272.98 phantom stock units at a reference price of $35.35 per unit, bringing his holdings to 6,533.01 phantom stock units.
Each phantom stock unit is economically equivalent to one share of Lincoln National common stock and is credited under the company’s Deferred Compensation Plan for non-employee directors. These units are payable solely in Lincoln National common shares upon resignation or retirement and can be reallocated by the director into an alternative investment account. The total also reflects 62.33 units accumulated through dividend reinvestment since his prior report.
LeFebvre Dale reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp director Dale LeFebvre reported a routine compensation grant of phantom stock units. On June 30, 2026, he received 1,272.98 Phantom Stock Units, each equivalent to one share of Lincoln National common stock, credited at $35.35 per unit under the non-employee directors’ deferred compensation plan.
These units are part of his quarterly board retainer and fees and are payable solely in Lincoln National common shares at resignation or retirement. Following this award, LeFebvre holds a total of 30,479.02 phantom stock units, including amounts accumulated through dividend reinvestment.
LACHMAN M LEANNE reported acquisition or exercise transactions in this Form 4 filing.
LINCOLN NATIONAL CORP director Leanne M. Lachman received additional equity-based compensation. She was granted 1,272.98 Phantom Stock Units on June 30, 2026 at a reference price of $35.35 per unit, each unit tied to one share of Lincoln National common stock.
These units represent quarterly board retainer and fee payments under the Deferred Compensation Plan for Non-employee Directors and are payable only in common shares when she resigns or retires. After this award, her deferred Phantom Stock Unit balance rose to 42,341.07 units, which includes 486.60 units accumulated through dividend reinvestment since her prior report.
KELLY GARY C reported acquisition or exercise transactions in this Form 4 filing.
LINCOLN NATIONAL CORP director Gary C. Kelly received a grant of 1,272.98 Phantom Stock Units on LNC Common Stock. This award represents a quarterly payment of board retainer and fees under the company’s Deferred Compensation Plan for Non-employee Directors.
Each Phantom Stock Unit equals one share of LNC Common Stock and is payable only in shares of common stock at resignation or retirement. The director may transfer these units into an alternative investment option within the plan. Following this grant and dividend reinvestment of 1,328.18 shares since the last report, his deferred Phantom Stock Unit balance is 113,371.04 units.
JOHNSON ERIC G reported acquisition or exercise transactions in this Form 4 filing.
LINCOLN NATIONAL CORP director Eric G. Johnson received a grant of 1,272.98 Phantom Stock Units on a deferred basis. Each unit equals one share of LNC common stock and was valued at $35.35 per unit. The award represents quarterly payment of board retainer and fees under the company’s Deferred Compensation Plan for Non-employee Directors.
These phantom units are credited to the LNC Stock Fund investment account and are payable solely in shares of LNC common stock upon Johnson’s resignation or retirement. He may shift these holdings into an alternative investment option under the plan. After this grant and dividend reinvestment activity, his deferred phantom stock balance stands at 98,832.17 units.
LINCOLN NATIONAL CORP director Reginald E. Davis received a grant of phantom stock units as part of his board compensation. On this Form 4, he was awarded 1,272.98 Phantom Stock Units tied to LNC Common Stock, reported at a reference price of $35.35 per unit.
The award represents quarterly payment of his board retainer and fees under the Deferred Compensation Plan for Non-employee Directors, credited to the LNC Stock Fund and payable only in shares of LNC Common Stock upon resignation or retirement. After this grant and dividend reinvestment, he now holds 31,291.89 phantom stock units, including 355.68 units acquired through dividend reinvestment since his last report.
CUNNINGHAM WILLIAM H DR reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp director William H. Cunningham received a grant of phantom stock units as part of his quarterly board compensation. He was awarded 1,697.31 Phantom Stock Units, each equal to one share of Lincoln National common stock, credited at a reference price of $35.35 per unit.
After this award and prior accruals, his deferred phantom stock balance totals 198,389.54 units. These units are held in the company’s Deferred Compensation Plan for Non-employee Directors and are payable only in Lincoln National common shares upon his resignation or retirement. The balance also includes 2,330.48 shares equivalent from dividend reinvestment since his last report.
Lincoln National Corp director Deirdre P. Connelly received a grant of 1,272.98 Phantom Stock Units on LNC Common Stock, valued at $35.35 per unit for this award. Each unit equals one share of common stock and represents her quarterly board retainer and fees deferred into the company’s Directors' Deferred Compensation Plan. These phantom units are payable solely in shares of LNC Common Stock upon her resignation or retirement, though she may move them into another investment option within the plan. After this award and dividend reinvestment, she holds 49,063.96 Phantom Stock Units, including 566.25 units acquired through dividend reinvestment since her last report.
Lincoln National Corporation completed a registered public offering of $500 million aggregate principal amount of 6.800% Fixed-to-Fixed Reset Rate Subordinated Notes due 2056. The notes were priced at 100.000% of principal and sold to underwriters at a 1.000% underwriting discount.
The notes pay interest at 6.800% annually until July 15, 2036, then reset every five years to the five-year U.S. Treasury rate plus 2.400%, with interest paid semi-annually on January 15 and July 15, starting January 15, 2027. They are unsecured subordinated obligations, ranking junior to senior indebtedness and pari passu with existing subordinated debt.
The company intends to use net proceeds for general corporate purposes, which may include repurchasing or redeeming up to $500 million of 9.250% Preferred Stock, Series C, and/or $500 million of 9.000% Preferred Stock, Series D, both first redeemable on or after December 1, 2027. The notes are callable at par during defined par call periods and at a make-whole price otherwise, and may be redeemed upon certain tax, rating agency, or regulatory capital events. Lincoln may defer interest for up to five years per deferral period, during which interest compounds and the company faces restrictions on payments on parity or junior securities. Events of default are limited to specified bankruptcy, insolvency, or receivership events.