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.
This page provides access to U.S. Securities and Exchange Commission filings for Lincoln National Corporation (NYSE: LNC), the parent of Lincoln Financial. As a public company in the finance and insurance sector, Lincoln files current reports, registration statements and other documents that describe its operations across annuities, life insurance, group protection and retirement plan services, as well as its capital structure and financing activities.
Investors can review Form 8-K current reports for material events such as quarterly earnings announcements, the release of statistical supplements and earnings presentations, and capital markets transactions. For example, Lincoln has used Form 8-K to disclose the issuance of 5.350% Senior Notes due 2035, including key terms of the notes, the underwriting agreement and intended uses of proceeds, as well as to furnish press releases and earnings materials for specific quarters.
Through its shelf registration statements and related prospectus supplements, Lincoln National Corporation registers securities such as senior notes and preferred stock. Filings also identify the company’s listed securities, including common stock trading under the symbol LNC and depositary shares representing interests in its 9.000% Non-Cumulative Preferred Stock, Series D, which trade on the New York Stock Exchange.
On Stock Titan, SEC filings for LNC are updated from EDGAR and paired with AI-powered summaries to help readers interpret complex disclosures. Users can quickly see the purpose of each filing, how it relates to Lincoln’s insurance and retirement businesses, and where it fits within the company’s broader financial and capital strategy. This includes easier navigation of earnings-related exhibits, debt offering documentation and other regulatory disclosures that inform analysis of Lincoln National Corporation.
LINCOLN NATIONAL CORP director Ryan Owen received a grant of phantom stock units as part of his board compensation. On this Form 4, he acquired 1,267.610 Phantom Stock Units, each equivalent to one share of LNC common stock at a reference price of $35.50 per unit. These units were issued as a quarterly payment of board retainer and fees under the Deferred Compensation Plan for Non-employee Directors and are payable only in LNC common stock upon resignation or retirement. Following this grant and prior dividend reinvestments of 229.51 shares, Owen directly holds 23,122.93 phantom stock units linked to LNC common stock.
Morris James T reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp director James T. Morris received 1,267.61 phantom stock units as a grant tied to board retainer and fees. Each unit equals one share of common stock and is payable in stock at resignation or retirement. After this award and dividend reinvestment, he holds 5,197.7 phantom stock units.
LeFebvre Dale reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp director Dale LeFebvre received a grant of phantom stock units as part of board compensation. On the reported date, LeFebvre was awarded 1,267.610 phantom stock units, each equivalent to one share of Lincoln National common stock, at a reference price of $35.50 per unit.
The units were credited under the company’s Deferred Compensation Plan for Non-employee Directors in the Lincoln National stock fund and are payable solely in common shares upon resignation or retirement. Following this grant and dividend reinvestment activity, LeFebvre holds 28,860 phantom stock units in total.
LACHMAN M LEANNE reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp director Leanne M. Lachman received 1,267.61 Phantom Stock Units on Common Stock as a grant under the company’s deferred compensation plan. Each unit equals one LNC share and is payable in Common Stock at resignation or retirement, bringing her total phantom units to 40,581.49.
KELLY GARY C reported acquisition or exercise transactions in this Form 4 filing.
Lincoln National Corp director Gary C. Kelly received a grant of 1,267.6100 Phantom Stock Units on the company’s deferred compensation plan. Each unit is equivalent to one share of LNC common stock and represents quarterly board retainer and fees. After this award, Kelly holds 110,769.8800 Phantom Stock Units, which are payable solely in LNC common shares at resignation or retirement, though he may transfer these units into an alternative investment account within the plan.
LINCOLN NATIONAL CORP director Eric G. Johnson received a grant of 1,267.6100 Phantom Stock Units equivalent to LNC common shares at a reference price of $35.50 per unit. The award represents quarterly board retainer and fees credited under the Deferred Compensation Plan for Non-employee Directors.
These phantom stock units are credited to the LNC Stock Fund account and are payable solely in shares of LNC common stock upon Johnson’s resignation or retirement, although he may transfer the units into an alternative investment account at any time. Following this grant and dividend reinvestment activity, Johnson holds 96,403.2700 phantom stock units, including 999.08 units acquired through dividend reinvestment since his last report.
Lincoln National Corp director Reginald E. Davis received a grant of phantom stock units as part of his board compensation. On this date, he acquired 1,267.610 phantom stock units, each equivalent to one share of Lincoln National common stock, at a reference price of $35.50 per unit. Following this grant and prior accruals, he holds a total of 29,663.230 phantom stock units, including 298.20 units accumulated through dividend reinvestment. These units are accrued under the company’s deferred compensation plan for non-employee directors and are payable only in shares of Lincoln National common stock upon his resignation or retirement, though he may transfer the units into an alternative investment option within the plan.
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.