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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 4 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   •       •      –    2014-08-21 4 S $31.29 $250,250 D/D (7,995) 686,279 0 -
LUV Southwest Airlines Co CEO   •       •      –    2007-06-12 4 OE $7.27 $272,105 D/D 34,644 169,245 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   •       •      –    2008-07-30 4 OE $10.35 $290,115 D/D 27,688 168,433 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2013-05-18 4 D $14.38 $301,621 D/D (20,975) 760,626 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2013-05-19 4 D $14.38 $301,621 D/D (20,975) 739,651 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   •       •      –    2008-07-30 4 D $15.67 $318,219 D/D (20,314) 148,119 0 -
LUV Southwest Airlines Co CEO   •       •      –    2006-07-28 4 S $17.96 $323,194 D/D (18,000) 136,501 -
LUV Southwest Airlines Co CEO and Vice Chairman   •       •      –    2007-07-23 4 S $16.37 $328,246 D/D (20,000) 149,245 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 Chairman and CEO   •       •      –    2008-06-04 4 OE $10.11 $396,022 D/D 34,513 175,258 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 and CEO   •       •      –    2008-06-04 4 S $13.50 $466,501 D/D (34,513) 140,745 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   •       •      –    2016-05-14 4 D $41.56 $489,203 D/D (11,771) 527,060 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 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   •       •      –    2015-05-14 4 D $42.12 $532,018 D/D (12,631) 731,291 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2013-05-16 4 D $14.14 $533,573 D/D (37,735) 781,601 0 -
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   •       •      –    2015-11-12 4 S $46.84 $613,826 D/D (13,100) 473,492 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 Chairman of the Board & CEO   •       •      –    2017-02-22 4 OE $6.75 $675,000 D/D 100,000 709,584 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 -

  135  Records found
  1   2   3   4  5   6      
  Page 4 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