Form D · Insurance
LINCOLN LIFE FLEXIBLE PREMIUM VARIABLE LIFE ACCOUNT Z
Fort Wayne, IN · CIK 0001257734
Offering snapshot reported Dec 10, 2025 · SEC filing
- Reported sold
- $2.73B Indefinite offering
- Investors reported
- 136 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Feb 1, 2007 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 10, 2025 | Initial | $2,731,968,019 | No comparison | 136 | SEC filing |
| Dec 17, 2024 | Initial | $2,641,110,232 | No comparison | 136 | SEC filing |
| Dec 20, 2023 | Initial | $2,414,898,620 | No comparison | 123 | SEC filing |
| Dec 28, 2022 | Initial | $2,020,841,289 | No comparison | 115 | SEC filing |
| Dec 9, 2021 | Initial | $1,719,156,821 | No comparison | 99 | SEC filing |
| Dec 30, 2020 | Initial | $2,252,801,087 | No comparison | 92 | SEC filing |
| Dec 12, 2019 | Initial | $1,817,788,087 | No comparison | 77 | SEC filing |
| Dec 11, 2018 | Initial | $1,492,884,006 | No comparison | 64 | SEC filing |
| Dec 19, 2017 | Initial | $1,051,774,865 | No comparison | 54 | SEC filing |
| Dec 14, 2016 | Initial | $782,687,990 | No comparison | 41 | SEC filing |
| Dec 11, 2015 | Initial | $431,234,273 | No comparison | 34 | SEC filing |
| Dec 17, 2014 | Amendment | $304,095,031 | $82,708,027vs Dec 11, 2013 | 25 | SEC filing |
| Dec 11, 2013 | Initial | $221,387,004 | No comparison | 17 | SEC filing |
| Dec 31, 2012 | Initial | $150,971,841 | No comparison | 9 | SEC filing |
| Oct 7, 2011 | Initial | $85,103,372 | No comparison | 5 | SEC filing |
| Jun 17, 2010 | Amendment | $86,131,783 | No comparison | 4 | SEC filing |
| Feb 27, 2007 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 3C, 3C.1, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $96M
- Finders' fees
- $0
- Form D file number
- 021-566383
Interest in Separate Account issued pursuant to variable life insurance policies.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Andrew P. Kraus | 2180309 | Merrill Lynch · CRD 7691 |
| William E. Schantz II | 1923047 | M. Holdings Securities, Inc. · CRD 43285 |
| William J. Folan | 1881520 | Executive Services Securities, Inc. · CRD 25299 |
| Raymond Vandegrift, Sr | 4384430 | AXA Advisors, LLC · CRD 6627 |
| Jimmy Edwards | 4342552 | M. Holdings Securities, Inc. · CRD 43285 |
| Brian J. Burns | 1548913 | Morgan Stanley DW Inc · CRD 149777 |
| Michael D. Marchiano | 4663748 | Morgan Stanley DW Inc. · CRD 149777 |
| Eric Wittenmyer | 2409548 | AON Executive Benefits, Inc. · CRD 4138 |
| Peter T. Scott | 4013005 | MMA Securities · CRD 44254 |
| Michael D. Shannon | 1314743 | The Newport Group, Inc. · CRD 29722 |
| Charles Steinberg | 1624429 | Aon Consulting, Inc. · CRD 4138 |
| Randall Craig Long | 1147693 | Cetera Advisors LLC · CRD 10299 |
| William R. Holton | 1034277 | Northwestern Mutual Investment Services · CRD 2881 |
| John Teti | 1018336 | AXA Advisors · CRD 6627 |
| George V. Blaha | 1611833 | Northwestern Mutual Investment Services · CRD 2881 |
| Bruce Hamilton Brownwell | 1779959 | Lion Street Financial · CRD 165828 |
| Brian Donofry | 2820997 | Kestra Investments · CRD 42046 |
| James S Bosely | 4498362 | M. Holdings Securities Inc. · CRD 43285 |
| Nick Della Vedova | 2884873 | NFP Securities · CRD 42046 |
| Robert C. Whittington | 2661019 | UBS Financial Services · CRD 8174 |
| Gary Block | 1666471 | Triad Advisors · CRD 25803 |
| Gavin E. Blaha | 6305001 | Northwestern Mutual Investments Services, LLC · CRD 2881 |
| Trent Sanden | 2877664 | UBS Financial Services · CRD 8174 |
| John M. Nash | 2710517 | Merrill Lynch · CRD 7691 |
| Maurice Storch | 2555824 | Merrill Lynch · CRD 7691 |
| Andrew Wilshinsky | 2153192 | Morgan Stanley · CRD 149777 |
| Scott Lane | 1909638 | Northwester Mutual Investment Services · CRD 2881 |
| Shawn Hintz | 2626246 | UBS Financial Services · CRD 8174 |
| Joseph Notarfrancesco | 6006136 | Morgan Stanley · CRD 149777 |
| Christian Penland | 6473295 | VOYA Financial Partners LLC · CRD 34815 |
| Adam C. Monson | 6037491 | Valmark Securities, Inc · CRD 31243 |
| Andrew P. Arigo | 2949837 | Newport Group Securities, Inc. · CRD 29722 |
| LeeAnn Swider | 2839832 | Ascensus Broker Dealer Services · CRD 36478 |
| Corby N. Dall | 2060321 | Linsco/Private Ledger · CRD 6413 |
| Bryant Kirk | 1049653 | Capacuity Securities, Inc. · CRD 15384 |
| Phillip L. Currie, Jr. | 1942867 | Valmark Securities · CRD 31243 |
| Rhonda Miller | 2817273 | M. Holdings Securities, Inc. · CRD 43285 |
| Mihir Patel | 4587238 | Morgan Stanley · CRD 149777 |
| Eric Wilson Bailey | 2327900 | Capfinancial Securities · CRD 126291 |
| Brian M. Sharkey | 1623328 | AXA Advisors · CRD 6627 |
| Robert J. Rainey | 1794685 | Lion Street Financial · CRD 165828 |
| Kenneith G. Gibson | 1192002 | Lion Street Financial · CRD 165828 |
| Craig A. Rutledge | 1800720 | Lion Street Financial · CRD 16528 |
| Kelley F. Snook | 2437169 | Triad Advisors · CRD 25803 |
| Thomas E. Miller | 856008 | Lion Street Financial · CRD 165828 |
| Eric Naison-Phillips | 515539 | M. Holdings Securities, Inc · CRD 43285 |
| Andrew A. Goldman | 1023255 | AXA Advisors, LLC · CRD 6627 |
| Andrew D. Rubin | 1009086 | AXA Advisors, LLC · CRD 6627 |
| Anthony E. Vandervort | 1744783 | AXA Advisors, LLC · CRD 6627 |
| George W. Karr Jr. | 264570 | AXA Advisors, LLC · CRD 6627 |
| Curt Williams Burris | 2751954 | Newport Group Securities, Inc. · CRD 29722 |
| Michael D. Whitehurst | 2609943 | Merrill Lynch, Pierce, Fenner & Smith · CRD 7691 |
| Michael W. Kozemchak | 2717038 | Linsco/Private Ledger · CRD 6413 |
| Fred Hill | 3035352 | Executive Services Securities, LLC · CRD 25299 |
| Michael E. Nolan | 1157483 | LFA · CRD 3978 |
| Patricia S. Wenzel | 2208651 | Merrill Lynch · CRD 7691 |
| Michael Mingolelli, Jr | 474404 | M Holdings Securities · CRD 43285 |
| Luther Lockwood II | 2082331 | M Holdings Securities · CRD 43285 |
| Paul Stephens | 220491 | Linsco/Private Ledger · CRD 6413 |
| Roger Cammon | 1055486 | M Holdings Securities · CRD 43285 |
| Peter Quinn | 4545901 | Wells Fargo Clearing Services · CRD 19616 |
| George Chirayil | 5951603 | Triad Advisors · CRD 25803 |
| Andrew L. Kuchera | 6690625 | Triad Advisors · CRD 25803 |
| Suzette Clark | 3153620 | Lockton Financial Advisors · CRD 137476 |
| Kenneth Depaola | 6312756 | Valmark Securities, Inc. · CRD 31243 |
| Scott McGee | 4768668 | Newport Group Securities · CRD 29722 |
| Gordon Thomas Chisholm | 2938261 | Valmark Securities · CRD 31243 |
| Michael Liebeskind | 1219051 | The Leaders Group · CRD 37157 |
| Lucia Fiumara | 2844301 | UBS Financial · CRD 8174 |
| Jeremy Yanasak | 3186728 | UBS Financial Services · CRD 8174 |
| Adriano James Pisarri | 5686886 | AXA Network · CRD 6627 |
| Howard Adcock | 2861943 | Kestra · CRD 42046 |
| Kevin Segal | 3092034 | M Holdings · CRD 43285 |
| Mark McCullough | 2553351 | M Holdings · CRD 43285 |
| L. Marc Shegoski | 726591 | UBS Financial Services · CRD 8174 |
| Kevin Edward Kelly | 4585056 | Newport Group · CRD 29722 |
| Edward Kroell | 2615310 | Executive Services · CRD 25299 |
| Brian Thomas Rodger | 6937679 | AXA Network · CRD 6627 |
| Walker W. Shiflet | 5527658 | Merrill Lynch · CRD 7691 |
| Thomas Mingone | 1987602 | AXA Network · CRD 6627 |
| Christopher Hannan Nuyland | 1613008 | Valmark Securities · CRD 31243 |
| Andrew Lyon Hart | 4253077 | LPL Financial · CRD 6413 |
| Kenneth Alan Kirk | 735308 | Lion Street Financial · CRD 165828 |
| Eric Robert Przybilla | 3183554 | Newport Group Securities · CRD 29722 |
| Paul Gordon Walmsley | 6862301 | Morgan Stanley · CRD 149777 |
| Amir Martin | 4292905 | Morgan Stanley · CRD 149777 |
| Richard David Fritz, Jr. | 2460475 | Northwestern Mutual Investments · CRD 2881 |
| Patrick Joseph Marget | 4138813 | Northwestern Mutual Investments · CRD 2881 |
| Garrett Moore Blaha | 6193865 | Northwestern Mutual Investments · CRD 2881 |
| David Sears | 5116777 | UPS Financial Services · CRD 8174 |
| Ryan Michael Stover | 4892742 | MMA Securities · CRD 44254 |
| James Lewis Worrell | 2268822 | LPL Financial LLC · CRD 6413 |
Source: Form D, filed Dec 10, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Craig Beizer | Director, Executive |
| Charles A. Brawley | Executive |
| Jayson R. Bronchetti | Director, Executive |
| Michael J Burns | Executive |
| Ellen Cooper | Director, Executive |
| Charles C. Cornelio | Director, Executive |
| Frederick J Crawford | Director, Executive |
| C. Phillip Elam, Iii | Executive |
| Cooper Ellen | Director, Executive |
| Randall Freitag | Director, Executive |
| Wilford H Fuller | Director, Executive |
| W H Fuller | Director, Executive |
| Dennis R. Glass | Director, Executive |
| Kirkland L Hicks | Director, Executive |
| Mark E. Konen | Director, Executive |
| John G Morriss | Director, Executive |
| Christopher M Neczypor | Director, Executive |
| Leon E Roday | Director, Executive |
| Keith J Ryan | Director, Executive |
| Lawrence A Samplatsky | Executive |
| Rise C.M. Taylor | Executive |
| Eric B Wilmer | Director |
Issuer details
Industry: Insurance (See others in industry)
Address:
1300 South Clinton Street
Fort Wayne, IN, 46802
Fort Wayne, IN, 46802