James T Morris
Insider
First SEC filing: April 27, 2020 · Latest: March 7, 2025
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Sept. 30, 2026 | LNC | A | 1,118 | $40.26 | $45,011 | 7,715 Direct | +16.95% | Acquired | 1.6% (price as of 2026-10-05) |
| June 30, 2026 | LNC | A | 1,273 | $35.35 | $45,001 | 6,533 Direct | +24.20% | Acquired | 15.7% (price as of 2026-10-05) |
| April 23, 2026 | EIX | A | 2,737 | · | · | 30,109 Direct | +10.00% | Acquired | (price as of 2026-10-05) |
| March 31, 2026 | LNC | A | 1,268 | $35.50 | $45,014 | 5,198 Direct | +32.26% | Acquired | 15.2% (price as of 2026-10-05) |
| Dec. 31, 2025 | LNC | A | 1,011 | $44.53 | $45,020 | 3,889 Direct | +35.13% | Acquired | -8.1% (price as of 2026-10-05) |
| Sept. 30, 2025 | LNC | A | 1,116 | $40.33 | $45,008 | 2,847 Direct | +64.47% | Acquired | 1.4% (price as of 2026-10-05) |
| June 30, 2025 | LNC | A | 1,301 | $34.60 | $45,015 | 1,710 Direct | +318.09% | Acquired | 18.2% (price as of 2026-10-05) |
| May 15, 2025 | LNC | S | 10 | $34.00 | $340 | 0 Indirect | -100.00% | Disposed | 20.3% (price as of 2026-10-05) |
| April 24, 2025 | EIX | A | 3,050 | · | · | 25,818 Direct | +13.40% | Acquired | (price as of 2026-10-05) |
| March 31, 2025 | LNC | A | 404 | $35.91 | $14,508 | 404 Direct | · | Acquired | 13.9% (price as of 2026-10-05) |
| April 25, 2024 | EIX | A | 2,496 | · | · | 21,745 Direct | +12.97% | Acquired | (price as of 2026-10-05) |
| April 27, 2023 | EIX | A | 2,277 | · | · | 18,417 Direct | +14.11% | Acquired | (price as of 2026-10-05) |
| April 28, 2022 | EIX | A | 2,225 | · | · | 15,432 Direct | +16.85% | Acquired | (price as of 2026-10-05) |
| April 22, 2021 | EIX | A | 2,564 | · | · | 12,644 Direct | +25.44% | Acquired | (price as of 2026-10-05) |
| April 23, 2020 | EIX | A | 2,619 | · | · | 9,631 Direct | +37.35% | Acquired | (price as of 2026-10-05) |
| April 25, 2019 | EIX | A | 2,399 | · | · | 6,758 Direct | +55.04% | Acquired | (price as of 2026-10-05) |
| April 26, 2018 | EIX | A | 2,147 | · | · | 4,192 Direct | +104.99% | Acquired | (price as of 2026-10-05) |
| April 27, 2017 | EIX | A | 1,681 | · | · | 1,681 Direct | · | Acquired | (price as of 2026-10-05) |
| April 28, 2016 | EIX | A | 1,926 | · | · | 1,926 Direct | · | Acquired | (price as of 2026-10-05) |
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 |
|---|---|---|---|---|---|---|---|
| Sept. 30, 2026 | LNC | Phantom Stock Unit | Common Stock | · | · | 1,118 | Acquired |
| June 30, 2026 | LNC | Phantom Stock Unit | Common Stock | · | · | 1,273 | Acquired |
| April 23, 2026 | EIX | Deferred Stock Unit | Common Stock | · | · | 2,737 | Acquired |
| March 31, 2026 | LNC | Phantom Stock Unit | Common Stock | · | · | 1,268 | Acquired |
| Dec. 31, 2025 | LNC | Phantom Stock Unit | Common Stock | · | · | 1,011 | Acquired |
| Sept. 30, 2025 | LNC | Phantom Stock Unit | Common Stock | · | · | 1,116 | Acquired |
| June 30, 2025 | LNC | Phantom Stock Unit | Common Stock | · | · | 1,301 | Acquired |
| April 24, 2025 | EIX | Deferred Stock Unit | Common Stock | · | · | 3,050 | Acquired |
| March 31, 2025 | LNC | Phantom Stock Unit | Common Stock | · | · | 404 | Acquired |
| April 25, 2024 | EIX | Phantom Stock | Common Stock | · | · | 2,496 | Acquired |
| April 27, 2023 | EIX | Phantom Stock | Common Stock | · | · | 2,277 | Acquired |
| April 28, 2022 | EIX | Phantom Stock | Common Stock | · | · | 2,225 | Acquired |
| April 22, 2021 | EIX | Phantom Stock | Common Stock | · | · | 2,564 | Acquired |
| April 23, 2020 | EIX | Phantom Stock | Common Stock | · | · | 2,619 | Acquired |
| April 25, 2019 | EIX | Phantom Stock | Common Stock | · | · | 2,399 | Acquired |
| April 26, 2018 | EIX | Phantom Stock | Common Stock | · | · | 2,147 | Acquired |
| April 28, 2016 | EIX | Phantom Stock | Common Stock | · | · | 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.