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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 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   •       •      –    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 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2016-08-02 4 B $35.56 $1,000,057 I/I 28,106 69,891 2.66 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2017-02-01 4 A $0.00 $0 D/D 119,946 625,065 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 -
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 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2017-02-22 4 S $57.30 $2,541,338 D/D (44,308) 642,240 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2017-02-22 4 S $57.43 $1,485,033 D/D (25,820) 616,420 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2017-02-22 4 S $57.15 $1,219,453 D/D (21,300) 686,548 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 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 of the Board & CEO   •       •      –    2017-05-14 4 D $57.22 $2,168,009 D/D (37,889) 557,508 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2017-05-17 4 S $56.99 $2,910,250 D/D (51,000) 506,508 0 -
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 Chairman of the Board & CEO   •       •      –    2018-01-31 4 A $0.00 $0 D/D 92,955 598,036 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2018-02-21 4 D $58.03 $2,417,762 D/D (41,664) 556,372 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2018-02-22 4 S $57.86 $2,247,253 D/D (38,779) 517,593 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2018-02-22 4 S $58.00 $1,583,246 D/D (27,271) 490,322 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 Chairman of the Board & CEO   •       •      –    2019-01-30 4 A $0.00 $0 D/D 131,470 617,067 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2019-02-21 4 D $54.31 $2,710,884 D/D (49,915) 567,152 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2019-06-18 4 GA $0.00 $0 I/I 195,030 195,030 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