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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 Chairman of the Board & CEO   •       •      –    2020-05-01 4 A $31.25 $4,000,000 I/I 128,000 231,406 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-05-21 4 A $29.15 $4,576,084 I/I 156,984 302,515 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-05-21 4 D $29.15 $4,576,084 D/D (156,984) 170,853 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   •       •      –    2021-02-21 4 D $52.81 $2,474,413 D/D (46,855) 208,972 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 Chairman, President & CEO   •       •      –    2010-03-15 4 GD $0.00 $0 D/D 10,000 153,203 0 -
LUV Southwest Airlines Co Chairman, President, CEO   •       •      –    2010-03-08 4 D $12.67 $415,779 D/D (32,816) 163,203 0 -
LUV Southwest Airlines Co Chairman, President, CEO   •       •      –    2010-03-08 4 OE $6.75 $337,500 D/D 50,000 196,019 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2008-07-30 4 D $15.67 $318,219 D/D (20,314) 148,119 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2008-07-30 4 OE $10.35 $290,115 D/D 27,688 168,433 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2008-09-09 4 GD $0.00 $0 D/D 2,100 146,019 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2010-05-19 4 A $0.00 $0 D/D 150,000 303,203 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2011-05-18 4 A $0.00 $0 D/D 150,000 453,203 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2011-05-19 4 D $12.40 $217,149 D/D (17,512) 435,691 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 COB, Pres., & CEO   •       •      –    2012-05-16 4 A $0.00 $0 D/D 274,057 697,748 0 -
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 COB, Pres., & CEO   •       •      –    2012-05-19 4 D $8.15 $148,534 D/D (18,225) 662,432 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2013-05-15 4 A $0.00 $0 D/D 156,904 819,336 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