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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   $3,614,704    

Indirect Value

  $8,976,846      
Total Shares   451,078      
Total Value   $12,591,549      


Southwest Airlines Co
 $3,114,820 Lincoln National Corp
 $499,883 Southwest Airlines Co
 $3,114,820 Lincoln National Corp
 $499,883
 


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 3 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 Executive Chairman   •       •      –    2022-02-01 4 A $0.00 $0 D/D 40,117 184,511 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 Executive Chairman   •       •      –    2022-11-29 4 GD $0.00 $0 D/D 3,200 145,452 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2023-02-01 4 A $0.00 $0 D/D 53,326 198,778 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2024-01-31 4 A $0.00 $0 D/D 86,303 262,281 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2024-04-30 4 GD $0.00 $0 D/D 120,133 112,489 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2024-04-30 4 GA $0.00 $0 I/I 120,133 320,582 0 -
LUV Southwest Airlines Co EVP - Finance   •       –      –    2004-01-26 4 OE $4.56 $9,316 D/D 2,043 89,088 -
LNC Lincoln National Corp Director   –       •      –    2011-02-07 4 B $31.11 $31,110 D/D 1,000 3,294 2.39 -
LNC Lincoln National Corp Director   –       •      –    2012-08-14 4 B $23.46 $46,917 D/D 2,000 3,000 2.39 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2017-05-17 4 S $57.18 $81,648 D/D (1,427) 505,081 0 -
LUV Southwest Airlines Co CEO   •       –      –    2005-11-21 4 OE $4.98 $92,060 D/D 18,486 127,208 -
LUV Southwest Airlines Co CEO and Vice Chairman   •       •      –    2007-12-07 4 S $14.30 $98,009 D/D (6,850) 140,745 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2017-02-22 4 D $57.57 $99,942 D/D (1,736) 707,848 0 -
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 CEO   •       •      –    2005-01-28 4 OE $4.98 $110,925 D/D 22,274 108,722 -
LUV Southwest Airlines Co CEO   •       •      –    2006-05-18 4 OE $4.30 $123,045 D/D 28,594 154,501 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2012-05-18 4 D $8.15 $139,292 D/D (17,091) 680,657 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 COB, Pres., & CEO   •       •      –    2012-05-19 4 D $8.15 $148,534 D/D (18,225) 662,432 0 -
LNC Lincoln National Corp   –       •      –    2023-02-16 4 B $27.90 $200,003 D/D 7,169 7,169 0.01 %
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   •       •      –    2016-02-21 4 D $39.31 $206,613 D/D (5,256) 538,831 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   •       •      –    2011-05-19 4 D $12.40 $217,149 D/D (17,512) 435,691 0 -

  135  Records found
  1   2   3  4   5   6      
  Page 3 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