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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   $3,514,286    

Indirect Value

  $8,703,391      
Total Shares   451,078      
Total Value   $12,217,677      


Southwest Airlines Co
 $3,019,205 Lincoln National Corp
 $495,081 Southwest Airlines Co
 $3,019,205 Lincoln National Corp
 $495,081
 


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 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   •       •      –    2018-02-22 4 S $58.27 $275,987 D/D (4,725) 485,597 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2016-02-21 4 D $39.31 $206,613 D/D (5,256) 538,831 0 -
LUV Southwest Airlines Co CEO and Vice Chairman   •       •      –    2007-12-07 4 S $14.30 $98,009 D/D (6,850) 140,745 0 -
LNC Lincoln National Corp   –       •      –    2023-02-16 4 B $27.90 $200,003 D/D 7,169 7,169 0.01 %
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-06-01 4 GD $0.00 $0 D/D 7,350 163,503 0 -
LNC Lincoln National Corp   –       •      –    2023-05-11 4 B $25.52 $200,025 D/D 7,838 15,007 0.01 %
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2014-08-21 4 S $31.29 $250,250 D/D (7,995) 686,279 0 -
LUV Southwest Airlines Co Executive Vice President-Finan   •       –      –    2003-09-10 4 S $18.04 $144,320 D/D (8,000) 99,045 -
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 Chairman of the Board & CEO   •       •      –    2017-02-22 4 S $57.75 $499,764 D/D (8,649) 595,397 0 -
LUV Southwest Airlines Co Chairman, President & CEO   •       •      –    2010-03-15 4 GD $0.00 $0 D/D 10,000 153,203 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2022-05-03 4 GD $0.00 $0 D/D 10,369 148,652 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2016-05-14 4 D $41.56 $489,203 D/D (11,771) 527,060 0 -
LUV Southwest Airlines Co Executive Vice President-Finan   •       –      –    2003-09-10 4 S $18.09 $217,080 D/D (12,000) 87,045 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2011-11-03 4 S $8.55 $102,709 D/D (12,000) 423,691 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2017-02-22 4 S $57.60 $713,499 D/D (12,374) 604,046 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2014-05-21 4 S $25.03 $311,797 D/D (12,441) 779,458 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2015-05-14 4 D $42.12 $532,018 D/D (12,631) 731,291 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2015-11-12 4 S $46.84 $613,826 D/D (13,100) 473,492 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2015-07-23 4 GD $0.00 $0 D/D 14,725 544,634 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2017-02-21 4 D $57.86 $895,731 D/D (15,481) 609,584 0 -
LNC Lincoln National Corp   –       •      –    2019-05-03 4 S $66.63 $1,135,375 D/D (17,040) 0 0 -
LNC Lincoln National Corp   –       •      –    2019-05-03 4 OE $23.30 $470,622 D/D 17,040 17,040 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2012-05-18 4 D $8.15 $139,292 D/D (17,091) 680,657 0 -

  135  Records found
  1   2  3   4   5   6      
  Page 2 of 6  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  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