Lisa Buckingham

LNC

EVP, CH PPLE PLACE BRAND OFF · LINCOLN NATIONAL CORP · CIK 0001451031

FILING MIX · LIFETIME71%/29%

BUYS

SELLS

TOTAL VALUE

$413.6K

COMPANIES

ACTIVE SINCE

Feb 2020

HOLDINGS NOW

95,088

AVG SELL PX

$58.25

Trades · vs SPY

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Performance · forward returns vs SPY

2 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Lisa Buckingham, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	2	+0.00%	-36.27%	-13.54%	-22.73%	-22.73%	—
14d	2	+0.00%	-25.07%	-11.79%	-13.28%	-13.28%	—
30d	2	+100.00%	+8.12%	+1.74%	+6.38%	+6.38%	—
60d	2	+100.00%	+16.48%	+7.17%	+9.31%	+9.31%	—
90d	2	+100.00%	+47.30%	+15.42%	+31.88%	+31.88%	—
180d	2	+100.00%	+25.15%	+26.84%	-1.70%	-1.70%	—
1y	2	+100.00%	+112.62%	+46.44%	+66.17%	+66.17%	—
2y	2	+100.00%	+120.19%	+60.37%	+59.82%	+59.82%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

LNC · 85,928.29 shares · as of Feb 21, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

FLOW · 12 buys / 5 sellsCOVERAGE · 6 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
AIG AMERICAN INTERNATIONAL GROUP, INC.	PURCHASEGRANT Stock grant	33,549	—	—	33,549	Apr 12, 2021	Apr 14, 2021 ↗
AIG AMERICAN INTERNATIONAL GROUP, INC.	PURCHASEGRANT Stock grant	56,832	—	—	56,832	Apr 12, 2021	Apr 14, 2021 ↗
AIG AMERICAN INTERNATIONAL GROUP, INC.	PURCHASEGRANT Stock grant	25,258	—	—	25,258	Apr 12, 2021	Apr 14, 2021 ↗
AIG AMERICAN INTERNATIONAL GROUP, INC.	PURCHASEGRANT Stock grant	9,160	—	—	9,160	Apr 12, 2021	Apr 14, 2021 ↗
LNC LINCOLN NATIONAL CORP	SALE EVP, Ch Pple Place Brand Off	1,277	$55.56	$71.0K	85,928.29	Feb 21, 2021	Feb 23, 2021 ↗
LNC LINCOLN NATIONAL CORP	PURCHASEGRANT Stock grant	9,608	—	—	87,205.29	Feb 18, 2021	Feb 22, 2021 ↗
LNC LINCOLN NATIONAL CORP	PURCHASEGRANT Stock grant	30,942	—	—	30,942	Feb 18, 2021	Feb 22, 2021 ↗
LNC LINCOLN NATIONAL CORP	SALE EVP, Ch Pple Place Brand Off	290	$54.52	$15.8K	77,597.29	Feb 17, 2021	Feb 19, 2021 ↗
LNC LINCOLN NATIONAL CORP	PURCHASEGRANT Stock grant	884	—	—	77,887.29	Feb 17, 2021	Feb 19, 2021 ↗
LNC LINCOLN NATIONAL CORP	SALE EVP & CHRO	167	$39.36	$6.6K	76,826.75	Nov 12, 2020	Nov 16, 2020 ↗
LNC LINCOLN NATIONAL CORP	PURCHASE EVP, Ch Pple Place Brand Off	2,000	$26.82	$53.6K	76,333.22	Mar 13, 2020	Mar 13, 2020 ↗
LNC LINCOLN NATIONAL CORP	PURCHASE EVP, Ch Pple Place Brand Off	1,500	$32.67	$49.0K	74,333.22	Mar 9, 2020	Mar 10, 2020 ↗
LNC LINCOLN NATIONAL CORP	SALE EVP, Ch Pple Place Brand Off	1,599	$59.77	$95.6K	72,833.22	Feb 22, 2020	Feb 25, 2020 ↗
LNC LINCOLN NATIONAL CORP	PURCHASEGRANT Stock grant	34,494	—	—	34,494	Feb 19, 2020	Feb 21, 2020 ↗
LNC LINCOLN NATIONAL CORP	SALE EVP, Ch Pple Place Brand Off	2,005	$60.86	$122.0K	67,234.16	Feb 19, 2020	Feb 21, 2020 ↗
LNC LINCOLN NATIONAL CORP	PURCHASEGRANT Stock grant	7,200	—	—	74,434.16	Feb 19, 2020	Feb 21, 2020 ↗
LNC LINCOLN NATIONAL CORP	PURCHASEGRANT Stock grant	7,160	—	—	69,239.16	Feb 19, 2020	Feb 21, 2020 ↗

Other insiders · LNC

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About this filer

CIK 0001451031

ROLE

EVP, Ch Pple Place Brand Off

PRIMARY

LNC

COMPANIES

ACTIVE SINCE

Feb 2020

MARKETPEEL · /INSIDER/0001451031DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Lisa Buckingham

The morning brief, before the bell.