CFO — Christopher Neczypor: The CFO is resigning to pursue another opportunity, but the departure is orderly with an interim successor appointed and no indication of disagreement or operational issues.

Results of Operations and Financial Condition. On July 30, 2026, Lincoln National Corporation (the “Company”) issued a press release announcing its financial results for the quarter ended June 30, 2026, a copy of which is attached as Exhibit 99.1 and is incorporated herein by reference. The Company’s statistical supplement for the quarter ended June 30, 2026, is attached as Exhibit 99.2 and is incorporated herein by reference. The information, including exhibits attached hereto, furnished und…

Other Events. The Offering On June 24, 2026, Lincoln National Corporation (the “Company”) entered into an Underwriting Agreement with Wells Fargo Securities, LLC, BofA Securities, Inc., Goldman Sachs & Co. LLC, Morgan Stanley & Co. LLC and TD Securities (USA) LLC, as representatives of the several underwriters named in Schedule I thereto (collectively, the “Underwriters”), pursuant to which the Company agreed to sell, and the Underwriters agreed to purchase, subject to the terms and condition…

Results of Operations and Financial Condition. On May 7, 2026, Lincoln National Corporation (the “Company”) issued a press release announcing its financial results for the quarter ended March 31, 2026, a copy of which is attached as Exhibit 99.1 and is incorporated herein by reference. The Company’s statistical supplement for the quarter ended March 31, 2026, is attached as Exhibit 99.2 and is incorporated herein by reference. The information, including exhibits attached hereto, furnished und…

Executive Vice President, Head of Retail Life and Annuity Solutions — Brian Kroll: Brian Kroll is retiring and this is part of a planned succession.

Entry into a Material Definitive Agreement On March 27, 2026, Lincoln National Corporation (the “Company”) entered into an amended and restated credit agreement with a syndicate of banks, including Bank of America, N.A., as administrative agent, and the other lenders named therein (the “Third Amended and Restated Credit Agreement”). The Third Amended and Restated Credit Agreement amended and restated the Company’s existing amended and restated credit agreement, dated as of December 21, 2023.…

Results of Operations and Financial Condition. On February 12, 2026, Lincoln National Corporation (the “Company”) issued a press release announcing its financial results for the quarter and full year ended December 31, 2025, a copy of which is attached as Exhibit 99.1 and is incorporated herein by reference. The Company’s statistical supplement for the quarter ended December 31, 2025, is attached as Exhibit 99.2 and is incorporated herein by reference. The information, including exhibits atta…

Other Events. On November 3, 2025, Lincoln National Corporation (the “Company” or “we”) entered into an Underwriting Agreement with Goldman Sachs & Co. LLC, BofA Securities, Inc., HSBC Securities (USA) Inc., PNC Capital Markets LLC and Wells Fargo Securities, LLC, as representatives of the several underwriters named in Schedule I thereto (collectively, the “Underwriters”), pursuant to which the Company agreed to sell, and the Underwriters agreed to purchase, subject to the terms and condition…

Results of Operations and Financial Condition. On October 30, 2025, Lincoln National Corporation (the “Company”) issued a press release announcing its financial results for the quarter ended September 30, 2025, a copy of which is attached as Exhibit 99.1 and is incorporated herein by reference. The Company’s statistical supplement for the quarter ended September 30, 2025, is attached as Exhibit 99.2 and is incorporated herein by reference. The information, including exhibits attached hereto,…

Results of Operations and Financial Condition. On July 31, 2025, Lincoln National Corporation (the “Company”) issued a press release announcing its financial results for the quarter ended June 30, 2025, a copy of which is attached as Exhibit 99.1 and is incorporated herein by reference. The Company’s statistical supplement for the quarter ended June 30, 2025, is attached as Exhibit 99.2 and is incorporated herein by reference. The information, including exhibits attached hereto, furnished und…

The filing discloses an amendment to an incentive compensation plan, which is a non-management matter mis-filed under Item 5.02.

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. This Current Report on Form 8-K is for informational purposes only and is neither an offer to subscribe for, purchase or sell, nor a solicitation of an offer to subscribe for, purchase or sell, any of the securities mentioned below and shall not constitute an offer, solicitation or sale in any jurisdiction in which such offer, solicitation or sale is unlawful. It is not intended…

Other Events Tender Offer On May 12, 2025, the Company announced that it has commenced a cash tender offer (the “tender offer”) for its (i) 4.375% Senior Notes due 2050 (the “2050 Notes”), (ii) 4.350% Senior Notes due 2048 (the “2048 Notes”), (iii) Capital Securities due 2067 (the “2067 Securities”), (iv) Capital Securities due 2066 (the “2066 Securities”), (v) Subordinated Notes due 2067 (the “2067 Subordinated Notes”), (vi) Subordinated Notes due 2066 (collectively with the 2067 Securities,…

Results of Operations and Financial Condition. On May 8, 2025, Lincoln National Corporation (the “Company”) issued a press release announcing its financial results for the quarter ended March 31, 2025, a copy of which is attached as Exhibit 99.1 and is incorporated herein by reference. The Company’s statistical supplement for the quarter ended March 31, 2025, is attached as Exhibit 99.2 and is incorporated herein by reference. The information, including exhibits attached hereto, furnished und…

above provides for, among other things, certain limitations on the Buyer’s and certain of its affiliates’ ability to transfer Common Stock, purchase additional Common Stock, and take certain other actions with respect to the Company and its Common Stock, and an agreement that the Buyer and certain of its affiliates will, subject to certain limitations, vote Common Stock they beneficially own in favor of the matters recommended for approval by the Company’s board of directors (the “Board”). Th…

Director: The filing describes an increase in the size of the Board of Directors, which is a routine governance action rather than the departure of a senior executive.

Results of Operations and Financial Condition. On February 6, 2025, Lincoln National Corporation (the “Company”) issued a press release announcing its financial results for the quarter and full year ended December 31, 2024, a copy of which is attached as Exhibit 99.1 and is incorporated herein by reference. The Company’s statistical supplement for the quarter ended December 31, 2024, is attached as Exhibit 99.2 and is incorporated herein by reference. The information, including exhibits attac…

Director — Janet Liang: A director resigned immediately to pursue a new job, which is a genuine departure but typically carries lower materiality than an executive officer departure.

Results of Operations and Financial Condition. On October 31, 2024, Lincoln National Corporation (the “Company”) issued a press release announcing its financial results for the quarter ended September 30, 2024, a copy of which is attached as Exhibit 99.1 and is incorporated herein by reference. The Company’s statistical supplement for the quarter ended September 30, 2024, is attached as Exhibit 99.2 and is incorporated herein by reference. The information, including exhibits attached hereto,…

CEO: The filing discloses an amendment to a severance plan to include the CEO, which is a compensatory arrangement rather than an actual departure or appointment.

Results of Operations and Financial Condition. On August 1, 2024, Lincoln National Corporation (the “Company”) issued a press release announcing its financial results for the quarter ended June 30, 2024, a copy of which is attached as Exhibit 99.1 and is incorporated herein by reference. The Company’s statistical supplement for the quarter ended June 30, 2024, is attached as Exhibit 99.2 and is incorporated herein by reference. The information, including exhibits attached hereto, furnished un…

The filing discloses an amendment to an incentive compensation plan to increase authorized shares, which is a non-management matter mis-filed under Item 5.02.

Executive Officer — Matthew Grove: A named executive officer responsible for major business lines ceased to be an executive officer, constituting a genuine loss of senior management.

Results of Operations and Financial Condition. On May 2, 2024, Lincoln National Corporation (the “Company”) issued a press release announcing its financial results for the quarter ended March 31, 2024, a copy of which is attached as Exhibit 99.1 and is incorporated herein by reference. The Company’s statistical supplement for the quarter ended March 31, 2024, is attached as Exhibit 99.2 and is incorporated herein by reference. The information, including exhibits attached hereto, furnished und…

Other Events. On March 11, 2024, Lincoln National Corporation (the “Company” or “we”) entered into an Underwriting Agreement with Goldman Sachs & Co. LLC, Barclays Capital Inc., BNP Paribas Securities Corp., PNC Capital Markets LLC and TD Securities (USA) LLC, as representatives of the several underwriters named in Schedule I thereto (collectively, the “Underwriters”), pursuant to which the Company agreed to sell, and the Underwriters agreed to purchase, subject to the terms and conditions se…