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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   $3,649,251    

Indirect Value

   $9,189,437      
Total Shares   451,078      
Total Value   $12,838,688      


Southwest Airlines Co $3,192,438 Lincoln National Corp $456,813 Southwest Airlines Co $3,192,438 Lincoln National Corp $456,813
 


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 CEO and Vice Chairman   •       •      –    2007-12-07 4 S $14.30 $98,009 D/D (6,850) 140,745 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   •       •      –    2008-07-30 4 D $15.67 $318,219 D/D (20,314) 148,119 0 -
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 COB, Pres., & CEO   •       •      –    2013-11-25 4 OE $16.40 $2,460,000 D/D 150,000 905,508 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2013-10-28 4 D $17.12 $3,579,997 D/D (209,112) 755,508 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 Executive Vice President-Finan   •       –      –    2003-09-10 4 S $18.04 $144,320 D/D (8,000) 99,045 -
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   •       •      –    2013-11-25 4 D $18.67 $2,586,577 D/D (138,579) 766,929 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2014-01-24 4 D $21.07 $2,186,118 D/D (103,755) 813,174 0 -
LNC Lincoln National Corp   –       •      –    2019-05-03 4 OE $23.30 $470,622 D/D 17,040 17,040 0 -
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 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   •       •      –    2014-05-15 4 D $24.76 $543,259 D/D (21,941) 881,558 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 $25.03 $311,797 D/D (12,441) 779,458 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2014-05-21 4 S $25.07 $617,097 D/D (24,584) 754,874 0 -
LNC Lincoln National Corp   –       •      –    2023-05-11 4 B $25.52 $200,025 D/D 7,838 15,007 0.01 %
LNC Lincoln National Corp   –       •      –    2023-02-16 4 B $27.90 $200,003 D/D 7,169 7,169 0.01 %
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 -
LNC Lincoln National Corp Director   –       •      –    2011-02-07 4 B $31.11 $31,110 D/D 1,000 3,294 2.39 -
  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
 
 
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