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Insider Information:   Kelly Gary C
Relationship:  
City:   Dallas
State:   TX
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   127,496    

Indirect Shares

   323,582      
Direct Value   $3,649,251    

Indirect Value

   $9,189,437      
Total Shares   451,078      
Total Value   $12,838,688      


Southwest Airlines Co $3,192,438 Lincoln National Corp $456,813 Southwest Airlines Co $3,192,438 Lincoln National Corp $456,813
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    2   
    0    

     Stock price went up :
    1   
    0    
     Stock price went down :
    1   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
   7.2%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Southwest Airlines Co LUV Executive Chairman, Di... 2024-04-30 112,489 2024-04-30 320,582    Premium*  
            Lincoln National Corp LNC 2023-05-11 15,007 2023-05-11 3,000    Premium*  
* Premium Members only  

Records found :    135         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 6
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2015-07-29 4 GD $0.00 $0 D/D 900 543,734 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2016-01-27 4 A $0.00 $0 D/D 70,595 544,087 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2017-02-01 4 A $0.00 $0 D/D 119,946 625,065 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2018-01-31 4 A $0.00 $0 D/D 92,955 598,036 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2019-01-30 4 A $0.00 $0 D/D 131,470 617,067 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2019-06-18 4 GA $0.00 $0 I/I 195,030 195,030 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2019-06-18 4 GD $0.00 $0 D/D 195,030 372,122 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2019-06-25 4 GA $0.00 $0 I/I 1,970 197,000 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2019-06-25 4 GD $0.00 $0 D/D 1,970 370,152 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2019-06-30 4 GD $0.00 $0 I/I 97,515 99,485 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2019-06-30 4 GA $0.00 $0 I/I 97,515 167,406 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2019-07-01 4 GD $0.00 $0 D/D 2,330 367,822 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2019-07-02 4 GD $0.00 $0 D/D 3,900 363,922 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-01-29 4 A $0.00 $0 D/D 140,799 504,721 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-02-21 4 GD $0.00 $0 I/I 97,515 1,970 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-02-21 4 GA $0.00 $0 I/I 97,515 167,398 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-06-01 4 GD $0.00 $0 D/D 7,350 163,503 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-10-30 4 GA $0.00 $0 I/I 49,529 306,528 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-10-30 4 GD $0.00 $0 D/D 49,529 113,974 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-12-31 4 GD $0.00 $0 I/I 28,782 14,691 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-12-31 4 GA $0.00 $0 I/I 28,782 350,068 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2021-02-03 4 A $0.00 $0 D/D 141,853 255,827 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2021-03-01 4 GD $0.00 $0 D/D 8,578 200,394 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2021-04-06 4 GD $0.00 $0 D/D 56,000 144,394 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2021-04-06 4 GA $0.00 $0 I/I 56,000 307,718 0 -
  135  Records found
  1   2  3   4   5   6      
  Page 2 of 6  
 
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  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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