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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 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 COB, Pres., & CEO   •       •      –    2014-05-15 4 D $24.76 $543,259 D/D (21,941) 881,558 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2014-05-16 4 D $24.61 $943,129 D/D (38,323) 843,235 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2014-05-18 4 D $24.61 $516,195 D/D (20,975) 822,260 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2014-05-20 4 S $24.90 $756,556 D/D (30,361) 791,899 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2014-05-21 4 S $25.07 $617,097 D/D (24,584) 754,874 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   •       •      –    2014-08-21 4 S $31.19 $1,891,800 D/D (60,600) 694,274 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2014-08-21 4 S $31.29 $250,250 D/D (7,995) 686,279 0 -
LNC Lincoln National Corp   –       •      –    2014-10-03 4 GA $0.00 $0 I/I 3,000 3,000 0 -
LNC Lincoln National Corp   –       •      –    2014-10-03 4 GD $0.00 $0 D/D 3,000 0 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2015-01-28 4 A $0.00 $0 D/D 57,643 743,922 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   •       •      –    2015-05-15 4 D $41.89 $919,108 D/D (21,941) 709,350 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2015-05-16 4 D $41.89 $1,605,350 D/D (38,323) 671,027 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2015-06-15 4 GD $0.00 $0 D/D 111,668 559,359 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2015-06-15 4 GA $0.00 $0 I/I 111,668 55,834 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 COB, Pres., & CEO   •       •      –    2015-07-29 4 GD $0.00 $0 D/D 900 543,734 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2015-08-17 4 S $40.28 $1,511,558 D/D (37,500) 506,234 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2015-11-12 4 S $46.62 $918,360 D/D (19,642) 486,592 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   •       •      –    2016-01-27 4 A $0.00 $0 D/D 70,595 544,087 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 COB, Pres., & CEO   •       •      –    2016-05-14 4 D $41.56 $489,203 D/D (11,771) 527,060 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2016-05-15 4 D $41.56 $911,868 D/D (21,941) 505,119 0 -
  135  Records found
  1   2   3  4   5   6      
  Page 3 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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