Statistik Asas
| LEI | EFQMQROEDSNBRIP7LE47 |
| CIK | 59558 |
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Lincoln National Corporation
SEC Filings (Chronological Order)
Halaman ini menyediakan senarai kronologi lengkap bagi Pemfailan SEC, tidak termasuk pemfailan pemilikan yang kami sediakan di tempat lain.
| July 31, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2025 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission File Number: 1-6028 LINCOLN NA |
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| July 31, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 July 31, 2025 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of in |
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| July 31, 2025 |
Exhibit 4.2 SECOND SUPPLEMENTAL INDENTURE between LINCOLN NATIONAL CORPORATION, ISSUER, and THE BANK OF NEW YORK MELLON, NOTES TRUSTEE DATED AS OF MAY 20, 2025 TABLE OF CONTENTS Page SECTION 1.01. Definitions and Interpretation 1 ARTICLE II THE NOTES SECTION 2.01. Establishment 3 SECTION 2.02. Payment of Principal and Interest 4 SECTION 2.03. Transfer and Exchange 5 SECTION 2.04. Restricted Legend |
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| July 31, 2025 |
Form of 2.330% Senior Notes due 2030. Exhibit 4.1 THIS SECURITY HAS NOT BEEN REGISTERED UNDER THE U.S. SECURITIES ACT OF 1933, AS AMENDED (THE “SECURITIES ACT”), OR UNDER ANY STATE SECURITIES LAWS AND MAY NOT BE OFFERED, SOLD, PLEDGED OR OTHERWISE TRANSFERRED IN THE ABSENCE OF SUCH REGISTRATION OR AN APPLICABLE EXEMPTION THEREFROM. EACH PURCHASER OF THIS SECURITY IS HEREBY NOTIFIED THAT THE SELLER OF THIS SECURITY MAY BE RELYING ON TH |
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| July 31, 2025 |
Lincoln Financial Reports 2025 Second Quarter Results ' For Immediate Release Lincoln Financial Reports 2025 Second Quarter Results Radnor, PA, July 31, 2025: Lincoln Financial (NYSE: LNC) today reported financial results for the second quarter ended June 30, 2025. |
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| July 31, 2025 |
a2q2025investorsupplemen Earnings Supplement Second Quarter 2025 July 31, 2025 2 Forward-Looking Statements – Cautionary Language Certain statements made in this press release and in other written or oral statements made by Lincoln or on Lincoln’s behalf are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 (“PSLRA”). |
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| July 31, 2025 |
The Severance Plan for Officers of LNC (amended and restated effective May 21, 2025).* Exhibit 10.2 THE SEVERANCE PLAN FOR OFFICERS OF LINCOLN NATIONAL CORPORATION (Amended and Restated effective as of May 21, 2025) Purpose and Interpretation This amendment and restatement of The Severance Plan for Officers of Lincoln National Corporation (the “Plan”) is effective as of May 21, 2025. This document amends and restates the August 22, 2024 version of the Plan. This Plan is intended to |
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| July 31, 2025 |
Statistical Supplement Second Quarter 2025 Lincoln Financial Table of Contents Notes . |
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| July 1, 2025 |
Notice of Fund Changes (“Notice”) for: LNL Agents’ 401(k) Savings Plan Filed Pursuant to Rule 433 Registration Nos. 333-283057 and 333-163855 July 1, 2025 The following information is a Notice of Fund Changes relating to the Investment Lineup under the LNL Agents’ 401(k) Savings Plan (the “Plan”). For more information about each of the investment options offered under the Plan (except for the LNC Stock Fund), you should log on to your account at www.LincolnFinancial. |
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| June 26, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark One) [X] ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR [ ] TRANSITION REPORT PURSUANT TO SECTI |
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| June 26, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark One) [X] ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR [ ] TRANSITION REPORT PURSUANT TO SECTI |
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| May 27, 2025 |
Exhibit 99.1 For Immediate Release Lincoln Financial Announces the Early Results and Upsizing of Its Cash Tender Offer for Certain Outstanding Securities Radnor, PA, May 27, 2025 — Lincoln Financial (NYSE: LNC) (the “Company”) today announced the early results of its previously announced cash tender offer (the “Offer”) for its: (i) 4.375% Senior Notes due 2050 (the “2050 Notes”); (ii) 4.350% Senio |
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| May 27, 2025 |
EX-99.2 Exhibit 99.2 For Immediate Release Lincoln Financial Announces Pricing Terms of Its Cash Tender Offer for Certain Outstanding Securities Radnor, PA, May 27, 2025 — Lincoln Financial (NYSE: LNC) (the “Company”) today announced the pricing terms for its previously announced cash tender offer (the “Offer”) for its: (i) 4.375% Senior Notes due 2050 (the “2050 Notes”); (ii) 4.350% Senior Notes |
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| May 27, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 27, 2025 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of inc |
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| May 23, 2025 |
Exhibit 3.1 AMENDED AND RESTATED BYLAWS OF LINCOLN NATIONAL CORPORATION (Effective May 22, 2025) ARTICLE 1. Shareholders Section 1. Annual Meeting. An annual meeting of the shareholders shall be held at such hour and on such date as the board of directors may select in each year for the purpose of electing directors for the terms hereinafter provided and for the transaction of such other business |
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| May 23, 2025 |
Exhibit 107 CALCULATION OF FILING FEE TABLES FORM S-8 (Form Type) Lincoln National Corporation (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Newly Registered Securities Fees to be Paid 1 Equity Common Stock, no par value Rule 457(c) and Rule 457(h) 1,750,000 $34. |
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| May 23, 2025 |
Exhibit 10.1 Amendment No. 4 to the Lincoln National Corporation 2020 Incentive Compensation Plan Pursuant to Section 11(c) of the Lincoln National Corporation 2020 Incentive Compensation Plan, as amended by Amendments No. 1, No. 2 and No. 3 thereto (the “Plan”), the Board of Directors of Lincoln National Corporation (“Board”) amends the Plan as follows, subject to the approval of the Company’s sh |
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| May 23, 2025 |
As filed with the Securities and Exchange Commission on May 23, 2025 As filed with the Securities and Exchange Commission on May 23, 2025 File No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Lincoln National Corporation (Exact Name of Registrant as Specified in Its Charter) Indiana (State or Other Jurisdiction of Incorporation or Organization) 35-1140070 (I.R.S. Employ |
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| May 23, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 22, 2025 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of inc |
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| May 20, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 15, 2025 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction of incorporation) (Commission Fi |
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| May 12, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 12, 2025 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction of incorporation) (Commission Fi |
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| May 12, 2025 |
Lincoln Financial Announces Cash Tender Offer For Certain Outstanding Securities Exhibit 99.1 For Immediate Release Lincoln Financial Announces Cash Tender Offer For Certain Outstanding Securities Radnor, PA, May 12, 2025 – Lincoln Financial (NYSE: LNC) (the “Company”) today announced the commencement of a cash tender offer (the “Offer”) for the following: (i) 4.375% Senior Notes due 2050 (the “2050 Notes”), (ii) 4.350% Senior Notes due 2048 (the “2048 Notes”), (iii) Capital S |
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| May 8, 2025 |
Earnings Supplement First Quarter 2025 May 8, 2025 2 Forward-Looking Statements – Cautionary Language Certain statements made in this press release and in other written or oral statements made by Lincoln or on Lincoln’s behalf are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 (“PSLRA”). |
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| May 8, 2025 |
Form of RSU Award Agreement for CEO (February 2025; alternate vesting).* Exhibit 10.4 LINCOLN NATIONAL CORPORATION RESTRICTED STOCK UNIT AWARD AGREEMENT For CEO Alternate Vesting This Restricted Stock Unit Award Agreement (the “Agreement”) is by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and (the “Grantee”), and evidences the grant on (the “Grant Date”) of Restricted Stock Units (“RSUs”) to Grantee, and Grantee’s acceptance |
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| May 8, 2025 |
Exhibit 10.1 LINCOLN NATIONAL CORPORATION LONG-TERM INCENTIVE AWARD PROGRAM Performance Cycle Agreement For CEO This Award Agreement (“Agreement”), by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and the (“Grantee”), evidences the grant by LNC on , of a long-term incentive performance award to Grantee, and Grantee’s acceptance of the award, in accordance |
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| May 8, 2025 |
Form of PSA Agreement for CEO (February 2025; alternate vesting).* ^ Exhibit 10.3 LINCOLN NATIONAL CORPORATION LONG-TERM INCENTIVE AWARD PROGRAM Performance Cycle Agreement For CEO Alternate Vesting This Award Agreement (“Agreement”), by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and the (“Grantee”), evidences the grant by LNC on , of a long-term incentive performance award to Grantee, and Grantee’s acceptance of the aw |
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| May 8, 2025 |
Form of RSU Award Agreement for SMC (other than CEO) (effective February 2025).* Exhibit 10.6 LINCOLN NATIONAL CORPORATION RESTRICTED STOCK UNIT AWARD AGREEMENT For Senior Management Committee (other than CEO) This Restricted Stock Unit Award Agreement (the “Agreement”) is by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and (the “Grantee”), and evidences the grant on (the “Grant Date”) of Restricted Stock Units (“RSUs”) to Grantee, a |
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| May 8, 2025 |
Exhibit 10.5 LINCOLN NATIONAL CORPORATION LONG-TERM INCENTIVE AWARD PROGRAM Performance Cycle Agreement For Senior Management Committee (other than CEO) This Award Agreement (“Agreement”), by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and the (“Grantee”), evidences the grant by LNC on , of a long-term incentive performance award to Grantee, and Grantee |
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| May 8, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 8, 2025 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of inco |
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| May 8, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2025 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission File Number: 1-6028 LINCOLN N |
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| May 8, 2025 |
Lincoln Financial Reports 2025 First Quarter Results ' For Immediate Release Lincoln Financial Reports 2025 First Quarter Results Radnor, PA, May 8, 2025: Lincoln Financial (NYSE: LNC) today reported financial results for the first quarter ended March 31, 2025. |
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| May 8, 2025 |
Statistical Supplement First Quarter 2025 Lincoln Financial Table of Contents Notes . |
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| May 8, 2025 |
Form of Restricted Stock Unit (“RSU”) Award Agreement for CEO (effective February 2025).* Exhibit 10.2 LINCOLN NATIONAL CORPORATION RESTRICTED STOCK UNIT AWARD AGREEMENT For CEO This Restricted Stock Unit Award Agreement (the “Agreement”) is by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and (the “Grantee”), and evidences the grant on (the “Grant Date”) of Restricted Stock Units (“RSUs”) to Grantee, and Grantee’s acceptance of the RSUs, in a |
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| April 10, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. |
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| April 10, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. |
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| April 9, 2025 |
Lincoln Financial Announces Long-Term Strategic Partnership with Bain Capital April 9, 2025 2 Forward-Looking Statements – Cautionary Language Certain statements made in this presentation are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 ("PSLRA"). |
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| April 9, 2025 |
Exhibit 99.1 [LINCOLN FINANCIAL LOGO] [BAIN FINANCIAL LOGO] Lincoln Financial and Bain Capital Announce Long-Term Strategic Partnership •Lincoln, a trusted provider of retail life and annuity solutions and workplace benefits, and Bain Capital, a leading global investment firm, announced the formation of a strategic partnership. •Bain Capital to acquire a 9.9% ownership stake in Lincoln for aggrega |
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| April 9, 2025 |
Regulation FD Disclosure, Unregistered Sales of Equity Securities, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 April 9, 2025 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of in |
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| March 21, 2025 |
Filed Pursuant to Rule 433 Registration No. 333-265361 March 21, 2025 The following information is a Notice of Fund Changes relating to certain investment options under the Lincoln National Corporation Deferred Compensation Plan for Agents and Brokers (the “Plan”). For more information about each of the investment options offered under the Plan (except for the LNC Stock Fund), visit LincolnFinanci |
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| March 21, 2025 |
Notice of Fund Changes (“Notice”) for: LNL Agents’ 401(k) Savings Plan (the “Plan”) Filed Pursuant to Rule 433 Registration Nos. 333-283057 and 333-163855 March 21, 2025 The following information is a Notice of Fund Changes relating to the Investment Lineup under the LNL Agents’ 401(k) Savings Plan (the “Plan”). For more information about each of the investment options offered under the Plan (except for the LNC Stock Fund), you should log on to your account at www.LincolnFinancia |
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| March 4, 2025 |
Exhibit 3.1 AMENDED AND RESTATED BYLAWS OF LINCOLN NATIONAL CORPORATION (Effective March 3, 2025) ARTICLE 1. Shareholders Section 1. Annual Meeting. An annual meeting of the shareholders shall be held at such hour and on such date as the board of directors may select in each year for the purpose of electing directors for the terms hereinafter provided and for the transaction of such other business |
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| March 4, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 March 3, 2025 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of in |
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| March 4, 2025 |
Exhibit 99.1 [LINCOLN FINANCIAL LOGO] Lincoln National Corporation elects Jim Morris to serve on the Board of Directors Radnor, Pa., March 4, 2025 - Lincoln Financial (NYSE: LNC) today announced the election of James (Jim) Morris as a director to serve on the company’s Board of Directors, effective March 3, 2025 and increasing the size of the Board from ten to eleven directors. Mr. Morris retired |
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| February 21, 2025 |
Exhibit 21 Subsidiaries of Lincoln National Corporation As of December 31, 2024 Organized Under Law of: Ownership Lincoln National Corporation Indiana 100 % First Penn-Pacific Life Insurance Company Indiana 100 % Jefferson-Pilot Investments, Inc. |
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| February 21, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2024 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission File Number 1-6028 LINCOLN NATIONAL |
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| February 21, 2025 |
LNC Insider Trading and Confidentiality Policy is filed herewi Exhibit 19.1 Certain identified information has been excluded from this exhibit because it both (i) is not material and (ii) is the type that the company treats as private or confidential. [***] indicates redacted information. Insider Trading and Confidentiality Policy POLICY STATEMENT It is the Policy and practice of Lincoln Financial Group to comply strictly with laws governing the use of materi |
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| February 21, 2025 |
Exhibit 10.20 LINCOLN NATIONAL CORPORATION EXCESS RETIREMENT PLAN Amendment & Restatement Effective December 31, 2024 (except as otherwise indicated) The Lincoln National Corporation Excess Retirement Plan (the "Plan") is hereby adopted effective November 5, 2007 by Lincoln National Corporation and Participating Employers. The Plan is the successor to and replaces the following plans: the Lincoln |
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| February 19, 2025 |
Filed Pursuant to Rule 433 Registration No. 333-265361 February 19, 2025 The following information is a Notice of Fund Changes relating to certain investment options under the Lincoln National Corporation Deferred Compensation Plan for Agents and Brokers (the “Plan”). For more information about each of the investment options offered under the Plan (except for the LNC Stock Fund), visit LincolnFina |
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| February 19, 2025 |
Summary of Material Modifications: LNL Agents’ 401(k) Savings Plan Filed Pursuant to Rule 433 Registration No. 333-283057 and 333-163855 February 19, 2025 The following information is a Summary of Material Modifications to the LNL Agents’ 401(k) Savings Plan Summary Plan Description/Prospectus relating to changes to the LNL Agents’ 401(k) Savings Plan (the “Plan”) effective January 1, 2025 or as otherwise noted. For more information about the Plan, you should log |
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| February 19, 2025 |
Filed Pursuant to Rule 433 Registration No. 333-283057 and 333-163855 February 19, 2025 The following information is the Supplement on Plan Loans to the LNL Agents’ 401(k) Savings Plan (the “Plan”) Summary Plan Description and Prospectus. For more information about Plan loans, you should log on to your account at www.LincolnFinancial.com or contact the Lincoln Customer Contact Center at 800-234-35 |
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| February 19, 2025 |
Notice of Fund Changes (“Notice”) for: LNL Agents’ 401(k) Savings Plan (the “Plan”) Filed Pursuant to Rule 433 Registration No. 333-283057 and 333-163855 February 19, 2025 The following information is a Notice of Fund Changes relating to the Investment Lineup under the LNL Agents’ 401(k) Savings Plan (the “Plan”). For more information about each of the investment options offered under the Plan (except for the LNC Stock Fund), you should log on to your account at www.LincolnFinanc |
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| February 6, 2025 |
Earnings Supplement Fourth Quarter 2024 February 6, 2025 2 Forward-Looking Statements – Cautionary Language Certain statements made in this press release and in other written or oral statements made by Lincoln or on Lincoln’s behalf are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 (“PSLRA”). |
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| February 6, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 February 6, 2025 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of |
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| February 6, 2025 |
Lincoln Financial Reports 2024 Fourth Quarter and Full Year Results ' For Immediate Release Lincoln Financial Reports 2024 Fourth Quarter and Full Year Results Radnor, PA, February 6, 2025: Lincoln Financial (NYSE: LNC) today reported financial results for the fourth quarter and full year ended December 31, 2024. |
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| February 6, 2025 |
Statistical Supplement Fourth Quarter 2024 Lincoln Financial Table of Contents Notes . |
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| February 4, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 January 30, 2025 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of |
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| February 4, 2025 |
Amended and Restated Bylaws of the Company, effective January 31, 2025. Exhibit 3.1 AMENDED AND RESTATED BYLAWS OF LINCOLN NATIONAL CORPORATION (Effective January 31, 2025) ARTICLE 1. Shareholders Section 1. Annual Meeting. An annual meeting of the shareholders shall be held at such hour and on such date as the board of directors may select in each year for the purpose of electing directors for the terms hereinafter provided and for the transaction of such other busin |
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| November 7, 2024 |
Exhibit 107 CALCULATION OF FILING FEE TABLES FORM S-3ASR (Form Type) Lincoln National Corporation (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Newly Registered Securities Fees to be Paid 1 Equity Common Stock, no par value Other 2,651,000 $34. |
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| November 7, 2024 |
As filed with the Securities and Exchange Commission on November 7, 2024 As filed with the Securities and Exchange Commission on November 7, 2024 File No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-3 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Lincoln National Corporation (Exact Name of Registrant as Specified in Its Charter) Indiana (State or Other Jurisdiction of Incorporation or Organization) 35-1140070 (I.R.S. Em |
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| October 31, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 October 31, 2024 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of |
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| October 31, 2024 |
Lincoln Financial Reports 2024 Third Quarter Results ' For Immediate Release Lincoln Financial Reports 2024 Third Quarter Results Radnor, PA, October 31, 2024: Lincoln Financial (NYSE: LNC) today reported financial results for the third quarter ended September 30, 2024. |
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| October 31, 2024 |
For the Three Months Ended (1) Statistical Supplement Third Quarter 2024 Lincoln Financial Table of Contents Notes . |
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| October 31, 2024 |
a3q2024investorsupplemen Earnings Supplement Third Quarter 2024 Insurance products issued by: The Lincoln National Life Insurance Company Lincoln Life & Annuity Company of New York October 31, 2024 2 Forward-Looking Statements – Cautionary Language Certain statements made in this presentation and in other written or oral statements made by Lincoln or on Lincoln’s behalf are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 (“PSLRA”). |
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| October 31, 2024 |
Exhibit 10.3 Amendment No. 5 Lincoln National Corporation Deferred Compensation & Supplemental/Excess Retirement Plan (As Amended and Restated Effective January 1, 2020) The Lincoln National Corporation Deferred Compensation & Supplemental/Excess Retirement Plan (the “Plan”) is hereby amended, effective as of August 22, 2024, by: 1. Amending the definition of “Cause” in Article 1 of the Plan, in i |
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| October 31, 2024 |
Exhibit 10.2 Amendment1 1.The Document to each of the following Plans: a.Lincoln National Corporation Retirement Plan for Employees Hired Before January 1, 2008 b.Lincoln National Corporation Deferred Compensation & Supplemental/Excess Retirement Plan c.Lincoln National Corporation Excess Retirement Plan d.Lincoln National Corporation Supplemental Retirement Plan ("O&E SERP") e.Lincoln National Co |
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| October 31, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2024 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission File Number: 1-6028 LINCO |
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| September 18, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 September 17, 2024 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer |
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| September 18, 2024 |
AMENDED AND RESTATED BYLAWS OF LINCOLN NATIONAL CORPORATION (Effective September 17, 2024) ARTICLE 1. |
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| August 26, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 August 22, 2024 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of |
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| August 26, 2024 |
Exhibit 10.1 THE SEVERANCE PLAN FOR OFFICERS OF LINCOLN NATIONAL CORPORATION (Amended and Restated effective as of August 22, 2024) Purpose and Interpretation This amendment and restatement of The Severance Plan for Officers of Lincoln National Corporation (the “Plan”) is effective as of August 22, 2024. This document amends and restates the December 31, 2023 version of the Plan. This Plan is inte |
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| August 1, 2024 |
Lincoln Financial Group Table of Contents Notes 1 Credit Ratings 2 Consolidated Consolidated Statements of Income (Loss) 3 Consolidated Balance Sheets 4 Earnings, Shares and Return on Equity 5 Key Stakeholder Metrics 6 Select Earnings Drivers By Segment 7 Sales By Segment 8 Operating Revenues and General and Administrative Expenses By Segment 9 Operating Commissions and Other Expenses 10 Select Ea |
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| August 1, 2024 |
Exhibit 10.2 LINCOLN NATIONAL CORPORATION LONG-TERM INCENTIVE AWARD PROGRAM Performance Cycle Agreement For Senior Management Committee (other than CEO) This Award Agreement (“Agreement”), by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and the (“Grantee”), evidences the grant by LNC on , of a long-term incentive performance award to Grantee, and Grantee |
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| August 1, 2024 |
Exhibit 10.4 Certain identified information has been excluded from this exhibit because it both (i) is not material and (ii) is the type that the company treats as private or confidential. [***] indicates redacted information. Date of Notification: May 15, 2024 SEPARATION AGREEMENT AND GENERAL RELEASE YOU ARE ADVISED TO CONSULT AN ATTORNEY BEFORE SIGNING THIS DOCUMENT. PLEASE READ CAREFULLY. YOU AR |
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| August 1, 2024 |
Form of Restricted Stock Unit Award Agreement for SMC (other than CEO) (effective May 2024).* Exhibit 10.3 LINCOLN NATIONAL CORPORATION RESTRICTED STOCK UNIT AWARD AGREEMENT For Senior Management Committee (other than CEO) This Restricted Stock Unit Award Agreement (the “Agreement”) is by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and (the “Grantee”), and evidences the grant on (the “Grant Date”) of Restricted Stock Units (“RSUs”) to Grantee, a |
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| August 1, 2024 |
1©2024 Lincoln National Corporation August 1, 2024 Second Quarter 2024 Earnings Supplement 2©2024 Lincoln National Corporation Certain statements made in this presentation and in other written or oral statements made by Lincoln or on Lincoln’s behalf are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 (“PSLRA”). |
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| August 1, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2024 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission File Number: 1-6028 LINCOLN NA |
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| August 1, 2024 |
Lincoln Financial Group Reports 2024 Second Quarter Results . FOR IMMEDIATE RELEASE Lincoln Financial Group Reports 2024 Second Quarter Results Radnor, PA, August 1, 2024: Lincoln Financial Group (NYSE: LNC) today reported financial results for the second quarter ended June 30, 2024. •Net income available to common stockholders was $884 million, or $5.11 per diluted share. •Adjusted operating income available to common stockholders was $319 million, or $1. |
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| August 1, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 August 1, 2024 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of i |
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| June 27, 2024 |
Annual Report on Form 11-K for the fiscal year ended December 31, 2023 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark One) [X] ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR [ ] TRANSITION REPORT PURSUANT TO SECTI |
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| June 27, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark One) [X] ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR [ ] TRANSITION REPORT PURSUANT TO SECTI |
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| May 28, 2024 |
Filed Pursuant to Rule 433 Registration No. 333-265361 May 28, 2024 The following information is a Summary of Material Modifications to the Lincoln National Corporation Deferred Compensation Plan for Agents and Brokers Summary Plan Description/Prospectus relating to changes to the Lincoln National Corporation Deferred Compensation Plan for Agents and Brokers (the “Plan”) as a result of the transfe |
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| May 28, 2024 |
Summary of Material Modifications: LNL Agents’ 401(k) Savings Plan Filed Pursuant to Rule 433 Registration No. 333-163855 and 333-261018 May 28, 2024 The following information is a Summary of Material Modifications to the LNL Agents’ 401(k) Savings Plan Summary Plan Description/Prospectus relating to changes to the LNL Agents’ 401(k) Savings Plan (the “Plan”) as a result of the transfer of Lincoln Financial Advisors (LFA) to Osaic, Inc. or its affiliate in connec |
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| May 24, 2024 |
As filed with the Securities and Exchange Commission on May 24, 2024 As filed with the Securities and Exchange Commission on May 24, 2024 File No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Lincoln National Corporation (Exact Name of Registrant as Specified in Its Charter) Indiana (State or Other Jurisdiction of Incorporation or Organization) 35-1140070 (I.R.S. Employ |
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| May 24, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 23, 2024 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of inc |
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| May 24, 2024 |
Exhibit 10.1 Amendment No. 3 to the Lincoln National Corporation 2020 Incentive Compensation Plan Pursuant to Section 11(c) of the Lincoln National Corporation 2020 Incentive Compensation Plan, as amended by Amendments No. 1 and No. 2 thereto (the “Plan”), the Board of Directors of Lincoln National Corporation (“Board”) amends the Plan as follows, subject to the approval of the Company’s sharehold |
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| May 24, 2024 |
Exhibit 107 CALCULATION OF FILING FEE TABLES FORM S-8 (Form Type) Lincoln National Corporation (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered(1) Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Common Stock (No Par Value) Rule 457(c) and Rule 457(h) 4,500,000(2) $30. |
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| May 20, 2024 |
Exhibit 107 CALCULATION OF FILING FEE TABLES FORM S-3ASR (Form Type) Lincoln National Corporation (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Common Stock, no par value Rule 457(c) and Rule 457(h) 1,260,213(1) $29. |
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| May 20, 2024 |
As filed with the U.S. Securities and Exchange Commission on May 20, 2024 As filed with the U.S. Securities and Exchange Commission on May 20, 2024 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-3 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana (State or other jurisdiction of incorporation or organization) 35-1140070 ( |
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| May 15, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 10, 2024 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of inc |
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| May 2, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 2, 2024 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of inco |
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| May 2, 2024 |
Lincoln Financial Group Reports 2024 First Quarter Results . FOR IMMEDIATE RELEASE Lincoln Financial Group Reports 2024 First Quarter Results Radnor, PA, May 2, 2024: Lincoln Financial Group (NYSE: LNC) today reported financial results for the first quarter ended March 31, 2024. •Net income available to common stockholders was $1.2 billion, or $6.93 per diluted share. •Adjusted operating income available to common stockholders was $71 million, or $0.41 pe |
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| May 2, 2024 |
a1q2024investorsupplemen ©2024 Lincoln National Corporation May 2, 2024 First Quarter 2024 Earnings Supplement This slide has no elements that change color 2©2024 Lincoln National Corporation Certain statements made in this presentation and in other written or oral statements made by Lincoln or on Lincoln’s behalf are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 (“PSLRA”). |
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| May 2, 2024 |
Exhibit 10.3 LINCOLN NATIONAL CORPORATION LONG-TERM INCENTIVE AWARD PROGRAM Performance Cycle Agreement For Senior Management Committee (other than CEO) This Award Agreement (“Agreement”), by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and the (“Grantee”), evidences the grant by LNC on , of a long-term incentive performance award to Grantee, and Grantee |
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| May 2, 2024 |
Form of Restricted Stock Unit (“RSU”) Award Agreement for CEO (effective February 2024).* Exhibit 10.2 LINCOLN NATIONAL CORPORATION RESTRICTED STOCK UNIT AWARD AGREEMENT For CEO This Restricted Stock Unit Award Agreement (the “Agreement”) is by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and (the “Grantee”), and evidences the grant on (the “Grant Date”) of Restricted Stock Units (“RSUs”) to Grantee, and Grantee’s acceptance of the RSUs, in a |
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| May 2, 2024 |
Exhibit 10.4 LINCOLN NATIONAL CORPORATION RESTRICTED STOCK UNIT AWARD AGREEMENT For Senior Management Committee (other than CEO) This Restricted Stock Unit Award Agreement (the “Agreement”) is by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and (the “Grantee”), and evidences the grant on (the “Grant Date”) of Restricted Stock Units (“RSUs”) to Grantee, a |
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| May 2, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-Q (Mark One) ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2024 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission File Number: 1-6028 LINCOLN N |
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| May 2, 2024 |
Lincoln Financial Group Table of Contents Notes 1 Credit Ratings 2 Consolidated Consolidated Statements of Income (Loss) 3 Consolidated Balance Sheets 4 Earnings, Shares and Return on Equity 5 Key Stakeholder Metrics 6 Select Earnings Drivers By Segment 7 Sales By Segment 8 Operating Revenues and General and Administrative Expenses By Segment 9 Operating Commissions and Other Expenses 10 Select Ea |
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| May 2, 2024 |
Exhibit 10.1 LINCOLN NATIONAL CORPORATION LONG-TERM INCENTIVE AWARD PROGRAM Performance Cycle Agreement For CEO This Award Agreement (“Agreement”), by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and the (“Grantee”), evidences the grant by LNC on , of a long-term incentive performance award to Grantee, and Grantee’s acceptance of the award, in accordance |
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| April 11, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. |
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| April 11, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. |
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| April 9, 2024 |
Filed Pursuant to Rule 433 Registration No. 333-265361 April 9, 2024 The following information is a Notice of Fund Changes relating to certain investment options under the Lincoln National Corporation Deferred Compensation Plan for Agents and Brokers (the “Plan”) as well as a Summary of Material Modifications to the Lincoln National Corporation Deferred Compensation Plan for Agents and Brokers Sum |
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| March 14, 2024 |
Exhibit 4.1 LINCOLN NATIONAL CORPORATION 5.852% Senior Note due 2034 Registered CUSIP 534187 BT5 ISIN US534187BT58 No. 1 U.S.$350,000,000 UNLESS THIS SECURITY IS PRESENTED BY AN AUTHORIZED REPRESENTATIVE OF THE DEPOSITORY TRUST COMPANY, A NEW YORK CORPORATION (“DTC”), TO THE COMPANY (AS DEFINED BELOW) OR ITS AGENT FOR REGISTRATION OF TRANSFER, EXCHANGE OR PAYMENT, AND ANY SECURITY ISSUED IS REGIST |
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| March 14, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 11, 2024 Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction of incorporation) (Commission |
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| March 14, 2024 |
Exhibit 1.1 EXECUTION VERSION LINCOLN NATIONAL CORPORATION Underwriting Agreement $350,000,000 5.852% Senior Notes due 2034 March 11, 2024 Goldman Sachs & Co. LLC Barclays Capital Inc. BNP Paribas Securities Corp. PNC Capital Markets LLC TD Securities (USA) LLC As Representatives of the several Underwriters listed in Schedule I hereto. c/o Goldman Sachs & Co. LLC 200 West Street New York, New York |
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| March 13, 2024 |
Exhibit 107 Calculation of Filing Fee Tables Form 424(b)(5) (Form Type) Lincoln National Corporation (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate (Per Million) Amount of Registration Fee Fees to Be Paid Debt 5. |
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| March 13, 2024 |
Lincoln National Corporation $350,000,000 5.852% Senior Notes due March 15, 2034 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-270000 PROSPECTUS SUPPLEMENT (To prospectus dated February 24, 2023) Lincoln National Corporation $350,000,000 5.852% Senior Notes due March 15, 2034 Lincoln National Corporation, an Indiana corporation (the “Company,” “LNC,” the “Issuer,” “we,” “us,” or “our”), is offering $350 million aggregate principal amount of our 5.852% |
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| March 11, 2024 |
SUBJECT TO COMPLETION, DATED MARCH 11, 2024 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-270000 The information in this preliminary prospectus supplement and the accompanying prospectus is not complete and may be changed. This preliminary prospectus supplement and the accompanying prospectus are not an offer to sell these securities, and they are not soliciting an offer to buy these securities, in any jurisdiction |
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| March 11, 2024 |
Final Term Sheet To preliminary prospectus supplement dated March 11, 2024 (To prospectus dated February 24, 2023) Filed pursuant to Rule 433 Registration number 333-270000 March 11, 2024 Lincoln National Corporation $350,000,000 5. |
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| February 22, 2024 |
LNC Compensation Recovery Policy is filed herewith. Exhibit 97 LINCOLN NATIONAL CORPORATION COMPENSATION RECOVERY POLICY 1.Purpose. This Policy sets forth the terms on which the Company may recover erroneously awarded compensation to its executive officers. This Policy is intended to comply with Section 10D of the Exchange Act and Section 303A.14 of the NYSE Listed Company Manual. 2.Definitions. Unless the context otherwise requires, the following |
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| February 22, 2024 |
Exhibit 21 Subsidiaries of Lincoln National Corporation As of December 31, 2023 Organized Under Law of: Ownership Lincoln National Corporation Indiana 100 % First Penn-Pacific Life Insurance Company Indiana 100 % Jefferson-Pilot Investments, Inc. |
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| February 22, 2024 |
Exhibit 10.60 AMENDMENT No. 1 TO CERTAIN OUTSTANDING RESTRICTED STOCK UNIT AWARD AGREEMENTS This Amendment is effective as of November 8, 2023 and applies to those outstanding, unvested award agreements of Restricted Stock Units granted by Lincoln National Corporation under the terms of the Lincoln National Corporation 2020 Incentive Compensation Plan effective June 11, 2020 or the Lincoln Nationa |
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| February 22, 2024 |
Exhibit 10.12 Amendment No. 3 Lincoln National Corporation Deferred Compensation & Supplemental/Excess Retirement Plan (As Amended and Restated Effective January 1, 2020) The Lincoln National Corporation Deferred Compensation & Supplemental/Excess Retirement Plan (the “Plan”) is amended, effective January 1, 2024, by: 1.Amending Section 2.2 of the Plan, in its entirety, to read as follows: “2.2 El |
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| February 22, 2024 |
Exhibit 10.59 AMENDMENT No. 1 TO CERTAIN OUTSTANDING PERFORMANCE SHARE AWARD AGREEMENTS This Amendment is effective as of November 8, 2023 and applies to those outstanding award agreements of Performance Share Awards granted by Lincoln National Corporation under the terms of the Lincoln National Corporation 2020 Incentive Compensation Plan, effective June 11, 2020, or the Lincoln National Corporat |
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| February 22, 2024 |
Exhibit 10.58 AMENDMENT No. 1 TO CERTAIN OUTSTANDING NONQUALIFIED STOCK OPTION AWARD AGREEMENTS This Amendment is effective as of November 8, 2023 and applies to those outstanding award agreements of Nonqualified Stock Option Awards granted by Lincoln National Corporation under the terms of the Lincoln National Corporation 2020 Incentive Compensation Plan, effective June 11, 2020, or the Lincoln N |
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| February 22, 2024 |
Non-Employee Director Fees (effective January 1, 2024) are filed herewith.* EXHIBIT 10.4 NON-EMPLOYEE DIRECTOR FEES (Effective January 1, 2024) Lead Independent Director Annual Retainer (Cash) $110,000 Deferred LNC Stock Units $240,000 Total Lead Independent Director Fees $350,000 Non-Employee Directors other than Lead Independent Director Annual Retainer (Cash) $110,000 Deferred LNC Stock Units* $180,000 Total Board Fees $290,000 Committees (Cash) Audit Committee Chair $ |
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| February 22, 2024 |
The Severance Plan for Officers of LNC (Amended and Restated effective as of December 31, Exhibit 10.6 THE SEVERANCE PLAN FOR OFFICERS OF LINCOLN NATIONAL CORPORATION (Amended and Restated effective as of December 31, 2023) Purpose and Interpretation This amendment and restatement of The Severance Plan for Officers of Lincoln National Corporation (the “Plan”) is effective as of December 31, 2023. This document amends and restates the December 31, 2022 version of the Plan. This Plan is |
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| February 22, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2023 OR ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission File Number 1-6028 LINCOLN NATIONAL |
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| February 13, 2024 |
LNC / Lincoln National Corporation / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv01349-lincolnnationalcorp.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 13)* Name of issuer: Lincoln National Corp Title of Class of Securities: Common Stock CUSIP Number: 534187109 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to d |
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| February 8, 2024 |
Lincoln Financial Group Reports 2023 Fourth Quarter and Full Year Results FOR IMMEDIATE RELEASE Lincoln Financial Group Reports 2023 Fourth Quarter and Full Year Results Radnor, PA, February 8, 2024: Lincoln Financial Group (NYSE: LNC) today reported financial results for the fourth quarter and full year ended December 31, 2023. |
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| February 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 February 8, 2024 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of |
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| February 8, 2024 |
Lincoln Financial Group Table of Contents Notes 1 Credit Ratings 2 Consolidated Consolidated Statements of Income (Loss) 3 Consolidated Balance Sheets 4 Earnings, Shares and Return on Equity 5 Key Stakeholder Metrics 6 Select Earnings Drivers By Segment 7 Sales By Segment 8 Operating Revenues and General and Administrative Expenses By Segment 9 Operating Commissions and Other Expenses 10 Select Ea |
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| February 8, 2024 |
©2024 Lincoln National Corporation February 8, 2024 4Q23 Investor Outlook 2©2024 Lincoln National Corporation Forward-looking statement – cautionary language Certain statements made in this presentation and in other written or oral statements made by Lincoln or on Lincoln’s behalf are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 (“PSLRA”). |
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| December 21, 2023 |
EX-10.1 Exhibit 10.1 Execution Version Deal CUSIP: 53404UAW4 Revolver CUSIP: 53404UAX2 SECOND AMENDED AND RESTATED CREDIT AGREEMENT dated as of December 21, 2023 among LINCOLN NATIONAL CORPORATION, as an Account Party and Guarantor The SUBSIDIARY ACCOUNT PARTIES, as additional Account Parties The BANKS Party Hereto and BANK OF AMERICA, N.A. as Administrative Agent $2,000,000,000 BOFA SECURITIES, I |
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| December 21, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 December 21, 2023 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer o |
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| December 14, 2023 |
LINCOLN FINANCIAL GROUP ENTERS AGREEMENT TO SELL WEALTH MANAGEMENT BUSINESS TO OSAIC, INC. Exhibit 99.1 FOR IMMEDIATE RELEASE LINCOLN FINANCIAL GROUP ENTERS AGREEMENT TO SELL WEALTH MANAGEMENT BUSINESS TO OSAIC, INC. ❖ Lincoln’s independent broker-dealer and registered investment advisory firms, including a national network of financial professionals, will be acquired by Osaic effective upon the transaction closing, which is expected in the first half of 2024. ❖ The transaction is expec |
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| December 14, 2023 |
Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 December 14, 2023 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer o |
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| November 17, 2023 |
Filed Pursuant to Rule 433 Registration No. 333-261018 and 333-163855 November 17, 2023 The following information is a Notice of Fund Changes and Summary of Material Modifications for the LNL Agents’ 401(k) Savings Plan (the “Plan”) relating to changes: (1) to the Plan’s investment options and (2) required as a result of the provisions of the SECURE 2.0 Act of 2022 as set forth in the Consolidated |
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| November 17, 2023 |
Filed Pursuant to Rule 433 Registration No. 333-265361 November 17, 2023 The following information is a Notice of Fund Changes relating to certain investment options under the Lincoln National Corporation Deferred Compensation Plan for Agents and Brokers (the “Plan”). For more information about each of the investment options offered under the Plan, you should log on to Nolan Financial Group’s webs |
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| November 13, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 September 11, 2023 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commi |
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| November 2, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) x Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2023 OR ¨ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-6028 LINCOLN |
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| November 1, 2023 |
Lincoln Financial Group reports THIRD Quarter 2023 Results FOR IMMEDIATE RELEASE Lincoln Financial Group reports THIRD Quarter 2023 Results Radnor, PA, November 1, 2023: Lincoln Financial Group (NYSE: LNC) today reported financial results for the third quarter ended September 30, 2023. |
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| November 1, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 November 1, 2023 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer |
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| November 1, 2023 |
Lincoln Financial Group Table of Contents Notes 1 Credit Ratings 2 Consolidated Consolidated Statements of Income (Loss) 3 Consolidated Balance Sheets 4 Earnings, Shares and Return on Equity 5 Key Stakeholder Metrics 6 Select Earnings Drivers By Segment 7 Sales By Segment 8 Operating Revenues and General and Administrative Expen |
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| September 11, 2023 |
Lincoln National Corporation Elects Owen Ryan to Serve on the Board of Directors Exhibit 99.1 Lincoln National Corporation Elects Owen Ryan to Serve on the Board of Directors Radnor, Pa. (Sept. 11, 2023) – Lincoln Financial Group (NYSE: LNC) today announced the election of Owen Ryan as a director to serve on the company’s board of directors effective September 11, 2023, increasing the size of the board from eleven to twelve directors. Ryan currently serves as the Chair of the |
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| September 11, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 September 11, 2023 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer |
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| September 11, 2023 |
Amended and Restated Bylaws of LNC, effective September 11, 2023. Exhibit 3.1 AMENDED AND RESTATED BYLAWS OF LINCOLN NATIONAL CORPORATION (Effective September 11, 2023) ARTICLE 1. Shareholders Section 1. Annual Meeting. An annual meeting of the shareholders shall be held at such hour and on such date as the board of directors may select in each year for the purpose of electing directors for the terms hereinafter provided and for the transaction of such other bus |
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| August 3, 2023 |
Exhibit 10.3 THIRD AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT This THIRD AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT (this “Amendment”) is entered into as of June 30, 2023, by and among LINCOLN NATIONAL CORPORATION, an Indiana corporation, as a borrower (the “Company”), the other Account Parties signatory hereto, the Banks signatory hereto, and BANK OF AMERICA, N.A., as Administrati |
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| August 3, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) x Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2023 OR ¨ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-6028 LINCOLN NATIO |
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| August 2, 2023 |
Lincoln Financial Group Table of Contents Notes 1 Credit Ratings 2 Consolidated Consolidated Statements of Income (Loss) 3 Consolidated Balance Sheets 4 Earnings, Shares and Return on Equity 5 Key Stakeholder Metrics 6 Select Earnings Drivers By Segment 7 Sales By Segment 8 Operating Revenues and General and Administrative Expen |
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| August 2, 2023 |
Lincoln Financial Group reports SECOND Quarter 2023 Results FOR IMMEDIATE RELEASE Lincoln Financial Group reports SECOND Quarter 2023 Results v Net income available to common stockholders of $2. |
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| August 2, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 August 2, 2023 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of |
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| June 29, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark One) [X] ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR [ ] TRANSITION REPORT |
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| June 29, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Mark One) [X] ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR [ ] TRANSIT |
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| May 26, 2023 |
Amended and Restated Bylaws of the Company, effective May 25, 2023. Exhibit 3.1 AMENDED AND RESTATED BYLAWS OF LINCOLN NATIONAL CORPORATION (Effective May 25, 2023) ARTICLE 1. Shareholders Section 1. Annual Meeting. An annual meeting of the shareholders shall be held at such hour and on such date as the board of directors may select in each year for the purpose of electing directors for the terms hereinafter provided and for the transaction of such other business |
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| May 26, 2023 |
Exhibit 10.1 Amendment No. 2 to the Lincoln National Corporation 2020 Incentive Compensation Plan Pursuant to Section 11(c) of the Lincoln National Corporation 2020 Incentive Compensation Plan, as amended by Amendment No. 1 thereto (the “Plan”), the Board of Directors of Lincoln National Corporation (“Board”) amends the Plan as follows, subject to the approval of the Company’s shareholders: 1. Sec |
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| May 26, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 25, 2023 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of inc |
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| May 26, 2023 |
As filed with the Securities and Exchange Commission on May 26, 2023 As filed with the Securities and Exchange Commission on May 26, 2023 File No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-8 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Lincoln National Corporation (Exact Name of Registrant as Specified in Its Charter) Indiana (State or Other Jurisdiction of Incorporation or Organization) 35-1140070 (I.R.S. Employ |
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| May 26, 2023 |
Exhibit 107 CALCULATION OF FILING FEE TABLES FORM S-8 (Form Type) Lincoln National Corporation (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered(1) Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Equity Common Stock (No Par Value) Rule 457(c) and Rule 457(h) 4,500,000(2) $21. |
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| May 22, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 22, 2023 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction of incorporation) (Commission Fi |
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| May 22, 2023 |
Lincoln National Corporation Table of Contents EXHIBIT 99.1 Lincoln National Corporation Table of Contents Page Item 7. Management’s Discussion and Analysis of Financial Condition and Results of Operations 1 Item 7A. Quantitative and Qualitative Disclosures About Market Risk 60 Item 8. Financial Statements and Supplementary Data 66 Item 15. Exhibits and Financial Statement Schedules 184 Index to Financial Statement Schedules FS-1 Table of Cont |
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| May 12, 2023 |
Exhibit 10.1 Amendment No. 2 LINCOLN NATIONAL CORPORATION EXECUTIVES’ SEVERANCE BENEFIT PLAN Pursuant to its authority under Section 14 of the Lincoln National Corporation Executives’ Severance Benefit Plan (the “Plan”), the Board of Directors of the Corporation hereby amends the Plan as set forth below: 1.Amend Section 5(b) of the Plan in its entirety to provide as follows: Section 5.Plan Benefit |
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| May 12, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 12, 2023 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of inc |
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| May 10, 2023 |
Exhibit 10.6 LINCOLN NATIONAL CORPORATION NONQUALIFIED STOCK OPTION AGREEMENT For Senior Management Committee (other than CEO) This Nonqualified Stock Option Agreement (the “Agreement”) evidences the terms of the grant by Lincoln National Corporation (“LNC”) of a Nonqualified Stock Option (the “Option”) to (“Grantee”) on (the “Grant Date”), and Grantee’s acceptance of the Option, in accordan |
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| May 10, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) x Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2023 OR ¨ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-6028 LINCOLN NATI |
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| May 10, 2023 |
Exhibit 10.8 LINCOLN NATIONAL CORPORATION RESTRICTED STOCK UNIT AWARD AGREEMENT For Senior Management Committee (Other than CEO) This Restricted Stock Unit Award Agreement (the “Agreement”) is by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and (the “Grantee”), and evidences the grant on (the “Grant Date”) of Restricted Stock Units (“RSUs”) to |
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| May 10, 2023 |
Exhibit 10.13 LINCOLN NATIONAL CORPORATION LONG-TERM INCENTIVE AWARD PROGRAM Performance Cycle Agreement For Senior Management Committee (other than CEO) This Award Agreement (“Agreement”), by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and the (“Grantee”), evidences the grant by LNC on , of a long-term incentive performance award to Grantee, an |
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| May 10, 2023 |
Exhibit 10.4 LINCOLN NATIONAL CORPORATION LONG-TERM INCENTIVE AWARD PROGRAM Performance Cycle Agreement For CEO This Award Agreement (“Agreement”), by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and the (“Grantee”), evidences the grant by LNC on , of a long-term incentive performance award to Grantee, and Grantee’s acceptance of the award, in ac |
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| May 10, 2023 |
Exhibit 10.11 LINCOLN NATIONAL CORPORATION RESTRICTED STOCK UNIT AWARD AGREEMENT For Senior Management Committee (Other than CEO) This Restricted Stock Unit Award Agreement (the “Agreement”) is by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and (the “Grantee”), and evidences the grant on (the “Grant Date”) of Restricted Stock Units (“RSUs”) to |
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| May 10, 2023 |
Exhibit 10.7 LINCOLN NATIONAL CORPORATION LONG-TERM INCENTIVE AWARD PROGRAM Performance Cycle Agreement For Senior Management Committee (Other than CEO) This Award Agreement (“Agreement”), by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and the (“Grantee”), evidences the grant by LNC on , of a long-term incentive performance award to Grantee, a |
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| May 10, 2023 |
Exhibit 10.12 LINCOLN NATIONAL CORPORATION NONQUALIFIED STOCK OPTION AGREEMENT For Senior Management Committee (other than CEO) This Nonqualified Stock Option Agreement (the “Agreement”) evidences the terms of the grant by Lincoln National Corporation (“LNC”) of a Nonqualified Stock Option (the “Option”) to (“Grantee”) on (the “Grant Date”), and Grantee’s acceptance of the Option, in accorda |
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| May 10, 2023 |
Exhibit 10.9 LINCOLN NATIONAL CORPORATION NONQUALIFIED STOCK OPTION AGREEMENT For Senior Management Committee (other than CEO) This Nonqualified Stock Option Agreement (the “Agreement”) evidences the terms of the grant by Lincoln National Corporation (“LNC”) of a Nonqualified Stock Option (the “Option”) to (“Grantee”) on (the “Grant Date”), and Grantee’s acceptance of the Option, in accordance |
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| May 10, 2023 |
Exhibit 10.3 LINCOLN NATIONAL CORPORATION NONQUALIFIED STOCK OPTION AGREEMENT For CEO This Nonqualified Stock Option Agreement (the “Agreement”) evidences the terms of the grant by Lincoln National Corporation (“LNC”) of a Nonqualified Stock Option (the “Option”) to (“Grantee”) on (the “Grant Date”), and Grantee’s acceptance of the Option, in accordance with and subject to the terms and provis |
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| May 10, 2023 |
Exhibit 10.5 LINCOLN NATIONAL CORPORATION RESTRICTED STOCK UNIT AWARD AGREEMENT For CEO This Restricted Stock Unit Award Agreement (the “Agreement”) is by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and (the “Grantee”), and evidences the grant on (the “Grant Date”) of Restricted Stock Units (“RSUs”) to Grantee, and Grantee’s acceptance of the |
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| May 10, 2023 |
Exhibit 10.2 SEPARATION AGREEMENT AND GENERAL RELEASE YOU ARE ADVISED TO CONSULT AN ATTORNEY BEFORE SIGNING THIS DOCUMENT. PLEASE READ CAREFULLY. YOU ARE GIVING UP LEGAL CLAIMS THAT YOU MIGHT HAVE AGAINST YOUR EMPLOYER BY SIGNING THIS AGREEMENT. To:Randal J. Freitag Re:Separation Agreement and General Release This Separation Agreement and General Release (“Agreement”) sets out the terms of |
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| May 10, 2023 |
Exhibit 10.14 LINCOLN NATIONAL CORPORATION RESTRICTED STOCK UNIT AWARD AGREEMENT For Senior Management Committee (other than CEO) This Restricted Stock Unit Award Agreement (the “Agreement”) is by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and (the “Grantee”), and evidences the grant on (the “Grant Date”) of Restricted Stock Units (“RSUs”) to G |
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| May 10, 2023 |
Exhibit 10.10 LINCOLN NATIONAL CORPORATION LONG-TERM INCENTIVE AWARD PROGRAM Performance Cycle Agreement For Senior Management Committee (other than CEO) This Award Agreement (“Agreement”), by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and the (“Grantee”), evidences the grant by LNC on , of a long-term incentive performance award to Grantee, an |
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| May 9, 2023 |
Lincoln Financial Group Table of Contents Notes 1 Credit Ratings 2 Consolidated Consolidated Statements of Income (Loss) 3 Consolidated Balance Sheets 4 Earnings, Shares and Return on Equity 5 Key Stakeholder Metrics 6 Select Earnings Drivers By Segment 7 Sales By Segment 8 Operating Revenues and General and Administrative Expen |
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| May 9, 2023 |
This document may not be accurate after its date, and LNC does not undertake to update or keep it accurate after such date. |
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| May 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 9, 2023 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of in |
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| May 9, 2023 |
Lincoln Financial Group reports FIRST Quarter 2023 Results FOR IMMEDIATE RELEASE Lincoln Financial Group reports FIRST Quarter 2023 Results v Net loss available to common stockholders of $(5. |
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| May 2, 2023 |
Lincoln Announces $28 Billion Block Reinsurance Transaction May 2, 2023 Chris Neczypor EVP and Chief Financial Officer Ellen Cooper President and Chief Executive Officer Exhibit 99. |
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| May 2, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 2, 2023 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of inco |
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| May 2, 2023 |
FOR IMMEDIATE RELEASE LINCOLN FINANCIAL GROUP ANNOUNCES $28 billion REINSURANCE TRANSACTION WITH FoRtitude RE and preliminary first quarter 2023 results ❖ Risk transfer transaction encompassing 40% of Lincoln’s universal life with secondary guarantees (“ULSG”) in-force, in addition to MoneyGuard® and fixed annuities ❖ Reduces Lincoln’s exposure to Life Insurance in-force long-term assumption risk |
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| April 13, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 ( AMENDMENT NO. |
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| April 13, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(A) OF THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. |
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| April 6, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 April 6, 2023 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of |
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| April 6, 2023 |
Lincoln Financial Group Table of Contents Notes 1 Consolidated Consolidated Statements of Income (Loss) 2 Consolidated Balance Sheets 3 Earnings, Shares and Return on Equity 4 Key Stakeholder Metrics 5 Operating Revenues and General and Administrative Expenses by Segment 6 Select Earnings and Operational Data from Business Segments |
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| March 30, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-K/A (Amendment No. 1) (Mark One) Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2022 OR Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission File Number 1- |
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| March 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 March 21, 2023 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction of incorporation) (Commission |
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| March 24, 2023 |
Notice of Fund Changes for: LNL Agents’ 401(k) Savings Plan (the “Plan”) Filed Pursuant to Rule 433 Registration No. 333-261018 and 333-163855 March 24, 2023 The following information is a Summary of Material Modifications/Notice of Fund Changes relating to the Investment Lineup under the LNL Agents’ 401(k) Savings Plan (the “Plan”). For more information about each of the investment options offered under the Plan (except for the LNC Stock Fund), you should log on to yo |
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| March 24, 2023 |
Filed Pursuant to Rule 433 Registration No. 333-265361 March 24, 2023 The following information is a Notice of Fund Changes relating to certain investment options under the Lincoln National Corporation Deferred Compensation Plan for Agents and Brokers (the “Plan”). For more information about each of the investment options offered under the Plan (except for the LNC Stock Fund), you should log on to |
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| February 24, 2023 |
EX-25.5 10 d435698dex255.htm EX-25.5 Exhibit 25.5 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ☐ CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in |
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| February 24, 2023 |
Exhibit 25.2 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ☐ CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York 13-5160382 (Ju |
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| February 24, 2023 |
As filed with the U.S. Securities and Exchange Commission on February 24, 2023 S-3ASR Table of Contents As filed with the U.S. Securities and Exchange Commission on February 24, 2023 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-3 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Lincoln National Corporation Lincoln National Capital VII Lincoln National Capital VIII Lincoln National Capital IX (Exact name of regist |
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| February 24, 2023 |
Exhibit 107 Calculation of Filing Fee Tables Form S-3 (Form Type) LINCOLN NATIONAL CORPORATION (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registratio |
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| February 24, 2023 |
Exhibit 25.7 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ☐ CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York 13-5160382 (Ju |
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| February 24, 2023 |
EX-25.4 Exhibit 25.4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ☐ CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York 13-516 |
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| February 24, 2023 |
Exhibit 25.8 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ☐ CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York 13-5160382 (Ju |
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| February 24, 2023 |
Exhibit 25.1 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ☐ CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York 13-5160382 (Ju |
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| February 24, 2023 |
Exhibit 25.6 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ☐ CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York 13-5160382 (Ju |
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| February 24, 2023 |
EX-25.3 Exhibit 25.3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ☐ CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York 13-516 |
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| February 24, 2023 |
EX-25.9 Exhibit 25.9 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ☐ CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) THE BANK OF NEW YORK MELLON (Exact name of trustee as specified in its charter) New York 13-516 |
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| February 24, 2023 |
EX-5.3 Exhibit 5.3 [Letterhead of Richards, Layton & Finger, P.A.] February 24, 2023 Lincoln National Corporation 150 N. Radnor Chester Road Radnor, Pennsylvania 19087 Re: Lincoln National Capital VII, Lincoln National Capital VIII and Lincoln National Capital IX Ladies and Gentlemen: We have acted as special Delaware counsel for Lincoln National Capital VII, a Delaware statutory trust (“Trust VII |
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| February 21, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 February 15, 2023 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer o |
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| February 21, 2023 |
Exhibit 10.1 LINCOLN NATIONAL CORPORATION EXECUTIVE OFFICER CASH SEVERANCE POLICY Lincoln National Corporation (the “Corporation” or “LNC”) will not enter into any new employment agreement, severance agreement or separation agreement with any Executive Officer or establish any new severance plan or policy covering any Executive Officer that provides for Cash Severance Benefits exceeding 2.99 times |
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| February 16, 2023 |
Exhibit 10.47 LINCOLN NATIONAL CORPORATION RESTRICTED STOCK UNIT AWARD AGREEMENT For Senior Management Committee (Other than CEO) This Restricted Stock Unit Award Agreement (the “Agreement”) is by and between Lincoln National Corporation (“LNC”) on behalf of itself and its affiliates, and (the “Grantee”), and evidences the grant on (the “Grant Date”) of Restricted Stock Units (“RSUs”) to |
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| February 16, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-K (Mark One) Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended December 31, 2022 OR Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to . Commission File Number 1-6028 LINCOLN NATIONA |
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| February 16, 2023 |
Exhibit 10.10 Amendment No. 2 Lincoln National Corporation Deferred Compensation & Supplemental/Excess Retirement Plan (As Amended and Restated Effective January 1, 2020) The Lincoln National Corporation Deferred Compensation & Supplemental/Excess Retirement Plan (the “Plan”) is hereby amended, effective December 19, 2022, by: 1. Amending Section 2.1 of the Plan, in its entirety, to read |
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| February 16, 2023 |
Exhibit 21 Subsidiaries of Lincoln National Corporation As of December 31, 2022 Organized Under Law of: Ownership Lincoln National Corporation Indiana 100 % First Penn-Pacific Life Insurance Company Indiana 100 % Jefferson-Pilot Investments, Inc. |
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| February 16, 2023 |
Exhibit 10.46 LINCOLN NATIONAL CORPORATION NONQUALIFIED STOCK OPTION AGREEMENT For Senior Management Committee (other than CEO) This Nonqualified Stock Option Agreement (the “Agreement”) evidences the terms of the grant by Lincoln National Corporation (“LNC”) of a Nonqualified Stock Option (the “Option”) to (“Grantee”) on (the “Grant Date”), and Grantee’s acceptance of the Option, in accorda |
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| February 16, 2023 |
Exhibit 4.38 Description of Securities Registered Pursuant to Section 12 of the Exchange Act Lincoln National Corporation (“LNC”) has two classes of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”): our common stock and our depositary shares (the “Series D Depositary Shares”), each representing a 1/1000th interest in a share of our 9. |
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| February 16, 2023 |
Exhibit 10.56 SECOND AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT This SECOND AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT (this “Amendment”) is entered into as of December 15, 2022, by and among LINCOLN NATIONAL CORPORATION, an Indiana corporation, as a borrower (the “Company”), the other Account Parties signatory hereto, the Banks signatory hereto, and BANK OF AMERICA, N.A., as Admin |
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| February 16, 2023 |
The Severance Plan for Officers of LNC (Amended and Restated effective as of December 31, 2022).* Exhibit 10.6 THE SEVERANCE PLAN FOR OFFICERS OF LINCOLN NATIONAL CORPORATION (Amended and Restated effective as of December 31, 2022) Purpose and Interpretation This amendment and restatement of The Severance Plan for Officers of Lincoln National Corporation (the “Plan”) is effective as of December 31, 2022. This document amends and restates the February 27, 2019 version of the Plan. This Pl |
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| February 9, 2023 |
LNC / Lincoln National Corporation / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv01313-lincolnnationalcorp.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 12)* Name of issuer: Lincoln National Corp. Title of Class of Securities: Common Stock CUSIP Number: 534187109 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to |
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| February 8, 2023 |
Lincoln Financial Group Table of Contents Notes 1 Credit Ratings 2 Consolidated Consolidated Statements of Income (Loss) 3 Consolidated Balance Sheets 4 Earnings, Shares and Return on Equity 5 Key Stakeholder Metrics 6 Segment and Sources of Earnings 7 Select Earnings Drivers By Segment 8 Sales By Segment 9 Operating Revenues and |
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| February 8, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 February 3, 2023 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of |
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| February 8, 2023 |
Exhibit 99.1 LINCOLN FINANCIAL GROUP APPOINTS CHRISTOPHER NECZYPOR CHIEF FINANCIAL OFFICER Tom Faenza appointed Chief Strategy Officer RADNOR, Pa., February 8, 2023 – Lincoln Financial Group (NYSE: LNC) today announced that Christopher Neczypor will be appointed Executive Vice President, Chief Financial Officer, effective February 17, 2023. Neczypor, who currently serves as Executive Vice Presiden |
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| February 8, 2023 |
Lincoln Financial Group reports Fourth Quarter and full year 2022 Results FOR IMMEDIATE RELEASE Lincoln Financial Group reports Fourth Quarter and full year 2022 Results v Net income EPS of $0. |
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| February 8, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 February 8, 2023 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer |
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| January 11, 2023 |
LNC / Lincoln National Corporation / Hagan Dan - SC 13G/A Passive Investment SC 13G/A 1 d341158dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No. 2)* LINCOLN NATIONAL CORPORATION (Name of Issuer) Common Stock, without par value (Title of Class of Securities) 534187109 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this Statement) Check |
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| November 22, 2022 |
EX-4.2 Exhibit 4.2 EXECUTION VERSION DEPOSIT AGREEMENT among LINCOLN NATIONAL CORPORATION and EQUINITI TRUST COMPANY, as Depositary, and THE HOLDERS FROM TIME TO TIME OF THE DEPOSITARY RECEIPTS DESCRIBED HEREIN Dated as of November 22, 2022 TABLE OF CONTENTS ARTICLE I DEFINED TERMS 1 Section 1.1 Definitions 1 ARTICLE II FORM OF RECEIPTS, DEPOSIT OF SERIES D PREFERRED STOCK, EXECUTION AND DELIVERY, |
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| November 22, 2022 |
EX-5.3 Exhibit 5.3 November 22, 2022 Lincoln National Corporation 150 N. Radnor Chester Road Radnor, PA 19087 Re: Lincoln National Corporation – 20,000,000 Depositary Shares, each representing 1/1,000th interest in a share of its 9.000% Non-Cumulative Preferred Stock, Series D Ladies and Gentlemen: I am Assistant Vice President and Senior Counsel of Lincoln National Corporation, an Indiana corpora |
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| November 22, 2022 |
EX-4.1 Exhibit 4.1 EXECUTION VERSION DEPOSIT AGREEMENT among LINCOLN NATIONAL CORPORATION and EQUINITI TRUST COMPANY, as Depositary, and THE HOLDERS FROM TIME TO TIME OF THE DEPOSITARY RECEIPTS DESCRIBED HEREIN Dated as of November 22, 2022 TABLE OF CONTENTS ARTICLE I DEFINED TERMS 1 Section 1.1 Definitions 1 ARTICLE II FORM OF RECEIPTS, DEPOSIT OF SERIES C PREFERRED STOCK, EXECUTION AND DELIVERY, |
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| November 22, 2022 |
EX-3.1 Exhibit 3.1 ARTICLES OF AMENDMENT OF THE RESTATED ARTICLES OF INCORPORATION OF LINCOLN NATIONAL CORPORATION Pursuant to, and in accordance with the requirements of Section 23-1-25-2 of the Indiana Business Corporation Law (the “IBCL”), Lincoln National Corporation, an Indiana Corporation (the “Corporation”), does hereby certify: Article I The name of the corporation filing these Articles of |
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| November 22, 2022 |
8-A12B UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 LINCOLN NATIONAL CORPORATION (Exact Name of Registrant as Specified in its Charter) Commission file number: 1-6028 Indiana 35-1140070 (State of incorporation or organization) (IRS Employer I |
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| November 22, 2022 |
EX-5.4 Exhibit 5.4 [Letterhead of Wachtell, Lipton, Rosen & Katz] November 22, 2022 Lincoln National Corporation 150 N. Radnor Chester Road Radnor, PA 19087 Re: Lincoln National Corporation – 20,000,000 Depositary Shares, each representing 1/1,000th interest in a share of its 9.000% Non-Cumulative Preferred Stock, Series D Ladies and Gentlemen: We have acted as special counsel to Lincoln National |
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| November 22, 2022 |
EX-3.2 Exhibit 3.2 ARTICLES OF AMENDMENT OF THE RESTATED ARTICLES OF INCORPORATION OF LINCOLN NATIONAL CORPORATION Pursuant to, and in accordance with the requirements of Section 23-1-25-2 of the Indiana Business Corporation Law (the “IBCL”), Lincoln National Corporation, an Indiana Corporation (the “Corporation”), does hereby certify: Article I The name of the corporation filing these Articles of |
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| November 22, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 22, 2022 Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction of incorporation) (Commiss |
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| November 17, 2022 |
Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-249058 PROSPECTUS SUPPLEMENT (To prospectus dated September 25, 2020) Lincoln National Corporation 20,000,000 Depositary Shares, each representing a 1/1,000th Interest in a Share of 9.000% Non-cumulative Preferred Stock, Series D Each of the depositary shares offered hereby (the ?Depositary Shares?) represents a 1/1,000th inte |
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| November 17, 2022 |
Exhibit 1.1 EXECUTION VERSION LINCOLN NATIONAL CORPORATION Underwriting Agreement 500,000 Depositary Shares, Each Representing a 1/25th Interest in a Share of 9.250% Fixed Rate Reset Non-Cumulative Preferred Stock, Series C November 15, 2022 BofA Securities, Inc. Goldman Sachs & Co. LLC J.P. Morgan Securities LLC Wells Fargo Securities, LLC As Representatives of the several Underwriters listed in |
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| November 17, 2022 |
Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-249058 PROSPECTUS SUPPLEMENT (To prospectus dated September 25, 2020) Lincoln National Corporation 500,000 Depositary Shares, each representing a 1/25th Interest in a Share of 9.250% Fixed Rate Reset Non-cumulative Preferred Stock, Series C Each of the depositary shares offered hereby (the ?Depositary Shares?) represents a 1/2 |
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| November 17, 2022 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 15, 2022 Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction of incorporation) (Commiss |
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| November 17, 2022 |
Exhibit 107 Calculation of Filing Fee Tables 424(b)(5) (Form Type) Lincoln National Corporation (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule(1) Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial Effective Date Filing Fee Previously Paid in Connection with Unsold Securities to be Carried Forward Newly Registered Securities Fees to Be Paid Equity Depositary Shares Each Representing 1/1,000th Interest in a Share of 9. |
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| November 17, 2022 |
Exhibit 107 Calculation of Filing Fee Tables 424(b)(5) (Form Type) Lincoln National Corporation (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule(1) Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial Effective Date Filing Fee Previously Paid in Connection with Unsold Securities to be Carried Forward Newly Registered Securities Fees to Be Paid Equity Depositary Shares Each Representing 1/25th Interest in a Share of 9. |
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| November 17, 2022 |
Exhibit 1.2 EXECUTION VERSION LINCOLN NATIONAL CORPORATION Underwriting Agreement 20,000,000 Depositary Shares, Each Representing a 1/1000th Interest in a Share of 9.000% Non-Cumulative Preferred Stock, Series D November 15, 2022 BofA Securities, Inc. Goldman Sachs & Co. LLC J.P. Morgan Securities LLC Morgan Stanley & Co. LLC Wells Fargo Securities, LLC As Representatives of the several Underwrite |
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| November 15, 2022 |
Final Term Sheet To preliminary prospectus supplement dated November 14, 2022 (To prospectus dated September 25, 2020) Filed pursuant to Rule 433 Registration number 333-249058 November 15, 2022 Lincoln National Corporation 500,000 Depositary Shares, each representing a 1/25th interest in a share of 9. |
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| November 15, 2022 |
Final Term Sheet To preliminary prospectus supplement dated November 15, 2022 (To prospectus dated September 25, 2020) Filed pursuant to Rule 433 Registration number 333-249058 November 15, 2022 Lincoln National Corporation 20,000,000 Depositary Shares, each representing a 1/1,000th interest in a share of 9. |
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| November 15, 2022 |
SUBJECT TO COMPLETION, DATED NOVEMBER 15, 2022 Table of Contents The information in this preliminary prospectus supplement and the accompanying prospectus is not complete and may be changed. |
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| November 14, 2022 |
SUBJECT TO COMPLETION, DATED NOVEMBER 14, 2022 424B5 Table of Contents The information in this preliminary prospectus supplement and the accompanying prospectus is not complete and may be changed. |
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| November 8, 2022 |
Notice of Addition to the Investment Lineup for LNL Agents’ 401(k) Savings Plan (the “Plan”) Filed Pursuant to Rule 433 Registration No. 333-261018 and 333-163855 November 8, 2022 The following information is a Notice of Addition to the Investment Lineup under the LNL Agents? 401(k) Savings Plan (the ?Plan?). For more information about each of the investment options offered under the Plan (except for the LNC Stock Fund), you should log on to your account at www.lincolnfinancial.com or con |
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| November 3, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) x Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2022 OR ¨ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-6028 LINCOLN |
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| November 2, 2022 |
Lincoln Financial Group reports THIRD Quarter 2022 Results And Declares Quarterly Cash Dividend FOR IMMEDIATE RELEASE ? ? Lincoln Financial Group reports THIRD Quarter 2022 Results And Declares Quarterly Cash Dividend ? v Net loss per share of $(15. |
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| November 2, 2022 |
? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? Lincoln Financial Group ? Table of Contents ? ? ? Notes 1 ? Credit Ratings 2 ? Consolidated ? Consolidated Statements of Income (Loss) 3 ? Consolidated Balance Sheets 4 ? Earnings, Shares and Return on Equity 5 ? Key Stakeholder Metrics 6 ? Segment and Sources of Earnings 7 ? Select Earnings Drivers By Segment 8 ? Sales By Segment 9 ? Operating Revenues and |
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| November 2, 2022 |
1©2022 Lincoln National Corporation 1?2022 Lincoln National Corporation Third Quarter 2022 Investor Supplement November 2, 2022 Al Copersino Head of Investor Relations203-257-4493InvestorRelations@lfg. |
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| November 2, 2022 |
UNITED STATES ?SECURITIES AND EXCHANGE COMMISSION ?Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 November 2, 2022 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer |
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| September 21, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 September 21, 2022 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer |
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| September 21, 2022 |
LDTI Initial Disclosure September 21, 2022 Randy Freitag EVP and Chief Financial Officer Ellen Cooper President and Chief Executive Officer Exhibit 99. |
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| August 4, 2022 |
Exhibit 10.4 LINCOLN NATIONAL CORPORATION ? LONG-TERM INCENTIVE AWARD PROGRAM Performance Cycle Agreement ? For Senior Management Committee (other than CEO) ? This Award Agreement (?Agreement?), by and between Lincoln National Corporation (?LNC?) on behalf of itself and its affiliates, and the (?Grantee?), evidences the grant by LNC on , of a long-term incentive performance award to Grantee, and G |
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| August 4, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) x Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2022 OR ? Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number: 1-6028 LINCOLN NATIO |
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| August 4, 2022 |
Exhibit 10.3 ? LINCOLN NATIONAL CORPORATION ? NONQUALIFIED STOCK OPTION AGREEMENT ? For Senior Management Committee (other than CEO) ? This Nonqualified Stock Option Agreement (the ?Agreement?) evidences the terms of the grant by Lincoln National Corporation (?LNC?) of a Nonqualified Stock Option (the ?Option?) to (?Grantee?) on (the ?Grant Date?), and Grantee?s acceptance of the Option, in accord |
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| August 4, 2022 |
EXHIBIT 10.2 NON-EMPLOYEE DIRECTOR FEES (Effective May 27, 2022) ? ? ? Non-Executive Chairman ? Annual Retainer (Cash) $375,000 ? Deferred LNC Stock Units $150,000 ? Total Non-Executive Chairman Fees $525,000 ? ? Lead Independent Director ? Annual Retainer (Cash) $110,000 ? Deferred LNC Stock Units $225,000 ? Total Lead Independent Director Fees $335,000 ? ? Directors other than Non-Executive Chai |
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| August 4, 2022 |
Exhibit 10.5 LINCOLN NATIONAL CORPORATION ? RESTRICTED STOCK UNIT AWARD AGREEMENT ? For Senior Management Committee (Other than CEO) ? This Restricted Stock Unit Award Agreement (the ?Agreement?) is by and between Lincoln National Corporation (?LNC?) on behalf of itself and its affiliates, and (the ?Grantee?), and evidences the grant on (the ?Grant Date?) of Restricted Stock Units (?RSUs?) to Gran |
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| August 3, 2022 |
Lincoln Financial Group reports Second Quarter 2022 Results FOR IMMEDIATE RELEASE ? ? Lincoln Financial Group reports Second Quarter 2022 Results v Net income EPS of $1. |
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| August 3, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES ?SECURITIES AND EXCHANGE COMMISSION ?Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 August 3, 2022 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of |
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| August 3, 2022 |
? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? ? Lincoln Financial Group ? Table of Contents ? ? ? Notes 1 ? Credit Ratings 2 ? Consolidated ? Consolidated Statements of Income (Loss) 3 ? Consolidated Balance Sheets 4 ? Earnings, Shares and Return on Equity 5 ? Key Stakeholder Metrics 6 ? Segment and Sources of Earnings 7 ? Select Earnings Drivers By Segment 8 ? Sales By Segment 9 ? Operating Revenues and |
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| June 28, 2022 |
? ? ? ? ? UNITED STATES SECURITIES AND EXCHANGE COMMISSION ? Washington, D.C. 20549 ? FORM 11-K ? FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ? ? (Mark One) ? [X] ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ? For the fiscal year ended December 31, 2021 ? OR ? [ ] TRANSIT |
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| June 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION ? Washington, D.C. 20549 ? FORM 11-K ? FOR ANNUAL REPORTS OF EMPLOYEE STOCK PURCHASE, SAVINGS AND SIMILAR PLANS PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ? ? (Mark One) ? [X] ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ? For the fiscal year ended December 31, 2021 ? OR ? [ ] TRANSITION REPORT |
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| June 2, 2022 |
Exhibit 107 CALCULATION OF FILING FEE TABLES FORM S-3ASR (Form Type) Lincoln National Corporation (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Debt Deferred Compensation Obligations Rule 457(h) $10,000,000(1) 100%(2) $10,000,000(2) $. |
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| June 2, 2022 |
As filed with the Securities and Exchange Commission on June 2, 2022 As filed with the Securities and Exchange Commission on June 2, 2022 File No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-3 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Lincoln National Corporation (Exact Name of Registrant as Specified in Its Charter) Indiana (State or Other Jurisdiction of Incorporation or Organization) 35-1140070 (I.R.S. Employ |
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| June 1, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 27, 2022 Date of Report (Date of earliest event reported) Lincoln National Corporation (Exact name of registrant as specified in its charter) Indiana 1-6028 35-1140070 (State or other jurisdiction (Commission (IRS Employer of inc |
