James T Morris
CIK 1672206 · View on SEC EDGAR ↗
Insider
First SEC filing: April 27, 2020 · Latest: March 7, 2025
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 13 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
13 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| May 15, 2025 | LNC | S | 10 | $34.00 | $340 | 0 Indirect | -100.00% | Disposed | 25.7% (price as of 2026-08-20) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | LNC | Phantom Stock Unit | Common Stock (1,273) | — | — | 1,273 | Acquired |
| March 31, 2026 | LNC | Phantom Stock Unit | Common Stock (1,268) | — | — | 1,268 | Acquired |
| Dec. 31, 2025 | LNC | Phantom Stock Unit | Common Stock (1,011) | — | — | 1,011 | Acquired |
| Sept. 30, 2025 | LNC | Phantom Stock Unit | Common Stock (1,116) | — | — | 1,116 | Acquired |
| June 30, 2025 | LNC | Phantom Stock Unit | Common Stock (1,301) | — | — | 1,301 | Acquired |
| March 31, 2025 | LNC | Phantom Stock Unit | Common Stock (404) | — | — | 404 | Acquired |
| April 28, 2022 | EIX | Phantom Stock | Common Stock (2,225) | — | — | 2,225 | Acquired |
| April 22, 2021 | EIX | Phantom Stock | Common Stock (2,564) | — | — | 2,564 | Acquired |
| April 23, 2020 | EIX | Phantom Stock | Common Stock (2,619) | — | — | 2,619 | Acquired |
| April 25, 2019 | EIX | Phantom Stock | Common Stock (2,399) | — | — | 2,399 | Acquired |
| April 26, 2018 | EIX | Phantom Stock | Common Stock (2,147) | — | — | 2,147 | Acquired |
| April 28, 2016 | EIX | Phantom Stock | Common Stock (1,926) | — | — | 1,926 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 3 holdings
Securities held when first becoming an insider, per SEC Form 3.