MORRISS JOHN G

PrivateCIK: 2092168

Location

RADNOR, PA

PARTNERS GROUP HEARST OPPORTUNITIES FUND, L.P.

→LINCOLN PARTNERS GROUP ROYALTY FUND

Jun 5, 2026·Jun 5, 2026

1 txn

WOODROFFE SEAN

→LINCOLN NATIONAL CORP

Jun 3, 2026·Jun 3, 2026

1 txn

RALLIS ANDREW

→LINCOLN NATIONAL CORP

Jun 3, 2026·Jun 3, 2026

1 txn

LINCOLN FINANCIAL INVESTMENTS CORP

→LINCOLN BAIN CAPITAL TOTAL CREDIT FUND

May 18, 2026·May 18, 2026

1 txn

LINCOLN NATIONAL CORP

13F-HR

Holdings

May 4, 2026·May 4, 2026

LINCOLN FINANCIAL INVESTMENTS CORP

→LINCOLN BAIN CAPITAL TOTAL CREDIT FUND

Apr 20, 2026·Apr 20, 2026

1 txn

RYAN OWEN

→LINCOLN NATIONAL CORP

Apr 2, 2026·Apr 2, 2026

1 txn

LEFEBVRE DALE

→LINCOLN NATIONAL CORP

Apr 2, 2026·Apr 2, 2026

1 txn

MORRIS JAMES T

→LINCOLN NATIONAL CORP

Apr 2, 2026·Apr 2, 2026

1 txn

WOODROFFE SEAN

144

→LINCOLN NATIONAL CORP

Mar 9, 2026·Mar 9, 2026

-2

WOODROFFE SEAN

→LINCOLN NATIONAL CORP

Mar 9, 2026·Mar 9, 2026

1 txn

WOODROFFE SEAN

144

→LINCOLN NATIONAL CORP

Mar 2, 2026·Mar 2, 2026

WOODROFFE SEAN

→LINCOLN NATIONAL CORP

Mar 2, 2026·Mar 2, 2026

2 txn

LINCOLN NATIONAL LIFE INSURANCE CO /IN/

→LINCOLN PARTNERS GROUP ROYALTY FUND

Feb 27, 2026·Feb 27, 2026

5 txn

LINCOLN FINANCIAL INVESTMENTS CORP

→LINCOLN BAIN CAPITAL TOTAL CREDIT FUND

Feb 27, 2026·Feb 27, 2026

3 txn

NECZYPOR CHRISTOPHER M

→LINCOLN NATIONAL CORP

Feb 23, 2026·Feb 23, 2026

3 txn

REID JAMES WALTMAN

→LINCOLN NATIONAL CORP

Feb 23, 2026·Feb 23, 2026

3 txn

MORRISS JOHN G

→LINCOLN NATIONAL CORP

Feb 23, 2026·Feb 23, 2026

1 txn

WOODROFFE SEAN

→LINCOLN NATIONAL CORP

Feb 23, 2026·Feb 23, 2026

3 txn

RALLIS ANDREW

→LINCOLN NATIONAL CORP

Feb 23, 2026·Feb 23, 2026

1 txn

REID JAMES WALTMAN

→LINCOLN NATIONAL CORP

Feb 19, 2026·Feb 19, 2026

1 txn

REID JAMES WALTMAN

144

→LINCOLN NATIONAL CORP

Feb 18, 2026·Feb 18, 2026

REID JAMES WALTMAN

→LINCOLN NATIONAL CORP

Feb 17, 2026·Feb 17, 2026

1 txn

NECZYPOR CHRISTOPHER M

→LINCOLN NATIONAL CORP

Feb 17, 2026·Feb 17, 2026

1 txn

LINCOLN NATIONAL CORP

13F-HR

Holdings

Feb 9, 2026·Feb 9, 2026

Page 1 of 11 · 266 total

Filer	Form	Target	Filed	Activity
PARTNERS GROUP HEARST OPPORTUNITIES FUND, L.P.CIK · 1642663	3 Initial	LINCOLN PARTNERS GROUP ROYALTY FUNDCIK · 2054995	Jun 5, 2026 Jun 5, 2026	1txn
WOODROFFE SEANCIK · 1976057	4 Trade	LINCOLN NATIONAL CORPCIK · 59558	Jun 3, 2026 Jun 3, 2026	1txn
RALLIS ANDREWCIK · 1977954	4 Trade	LINCOLN NATIONAL CORPCIK · 59558	Jun 3, 2026 Jun 3, 2026	1txn
LINCOLN FINANCIAL INVESTMENTS CORPCIK · 1464867	4 Trade	LINCOLN BAIN CAPITAL TOTAL CREDIT FUNDCIK · 2054992	May 18, 2026 May 18, 2026	1txn
LINCOLN NATIONAL CORPCIK · 59558	13F-HR Holdings	—	May 4, 2026 May 4, 2026	—
LINCOLN FINANCIAL INVESTMENTS CORPCIK · 1464867	4 Trade	LINCOLN BAIN CAPITAL TOTAL CREDIT FUNDCIK · 2054992	Apr 20, 2026 Apr 20, 2026	1txn
RYAN OWENCIK · 1748906	4 Trade	LINCOLN NATIONAL CORPCIK · 59558	Apr 2, 2026 Apr 2, 2026	1txn
LEFEBVRE DALECIK · 1888278	4 Trade	LINCOLN NATIONAL CORPCIK · 59558	Apr 2, 2026 Apr 2, 2026	1txn
MORRIS JAMES TCIK · 1672206	4 Trade	LINCOLN NATIONAL CORPCIK · 59558	Apr 2, 2026 Apr 2, 2026	1txn
WOODROFFE SEANCIK · 1976057	144 Sale	LINCOLN NATIONAL CORPCIK · 59558	Mar 9, 2026 Mar 9, 2026	—
WOODROFFE SEANCIK · 1976057	4 Trade	LINCOLN NATIONAL CORPCIK · 59558	Mar 9, 2026 Mar 9, 2026	1txn
WOODROFFE SEANCIK · 1976057	144 Sale	LINCOLN NATIONAL CORPCIK · 59558	Mar 2, 2026 Mar 2, 2026	—
WOODROFFE SEANCIK · 1976057	4 Trade	LINCOLN NATIONAL CORPCIK · 59558	Mar 2, 2026 Mar 2, 2026	2txn
LINCOLN NATIONAL LIFE INSURANCE CO /IN/CIK · 726865	4 Trade	LINCOLN PARTNERS GROUP ROYALTY FUNDCIK · 2054995	Feb 27, 2026 Feb 27, 2026	5txn
LINCOLN FINANCIAL INVESTMENTS CORPCIK · 1464867	4 Trade	LINCOLN BAIN CAPITAL TOTAL CREDIT FUNDCIK · 2054992	Feb 27, 2026 Feb 27, 2026	3txn
NECZYPOR CHRISTOPHER MCIK · 1931040	4 Trade	LINCOLN NATIONAL CORPCIK · 59558	Feb 23, 2026 Feb 23, 2026	3txn
REID JAMES WALTMANCIK · 1941164	4 Trade	LINCOLN NATIONAL CORPCIK · 59558	Feb 23, 2026 Feb 23, 2026	3txn
MORRISS JOHN GCIK · 2092168	4 Trade	LINCOLN NATIONAL CORPCIK · 59558	Feb 23, 2026 Feb 23, 2026	1txn
WOODROFFE SEANCIK · 1976057	4 Trade	LINCOLN NATIONAL CORPCIK · 59558	Feb 23, 2026 Feb 23, 2026	3txn
RALLIS ANDREWCIK · 1977954	4 Trade	LINCOLN NATIONAL CORPCIK · 59558	Feb 23, 2026 Feb 23, 2026	1txn
REID JAMES WALTMANCIK · 1941164	4 Trade	LINCOLN NATIONAL CORPCIK · 59558	Feb 19, 2026 Feb 19, 2026	1txn
REID JAMES WALTMANCIK · 1941164	144 Sale	LINCOLN NATIONAL CORPCIK · 59558	Feb 18, 2026 Feb 18, 2026	—
REID JAMES WALTMANCIK · 1941164	4 Trade	LINCOLN NATIONAL CORPCIK · 59558	Feb 17, 2026 Feb 17, 2026	1txn
NECZYPOR CHRISTOPHER MCIK · 1931040	4 Trade	LINCOLN NATIONAL CORPCIK · 59558	Feb 17, 2026 Feb 17, 2026	1txn
LINCOLN NATIONAL CORPCIK · 59558	13F-HR Holdings	—	Feb 9, 2026 Feb 9, 2026	—

Page 1 of 11 · 266 total