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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   $3,466,884    

Indirect Value

  $8,598,525      
Total Shares   451,078      
Total Value   $12,065,409      


Southwest Airlines Co
 $2,983,208 Lincoln National Corp
 $483,676 Southwest Airlines Co
 $2,983,208 Lincoln National Corp
 $483,676
 


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 5 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   •       •      –    2019-06-25 4 GA $0.00 $0 I/I 1,970 197,000 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2019-06-30 4 GA $0.00 $0 I/I 97,515 167,406 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2019-06-30 4 GD $0.00 $0 I/I 97,515 99,485 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2019-07-01 4 GD $0.00 $0 D/D 2,330 367,822 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2019-07-02 4 GD $0.00 $0 D/D 3,900 363,922 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-01-29 4 A $0.00 $0 D/D 140,799 504,721 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-02-21 4 D $56.53 $2,763,413 D/D (48,884) 455,837 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-02-21 4 GD $0.00 $0 I/I 97,515 1,970 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-02-21 4 GA $0.00 $0 I/I 97,515 167,398 0 -
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   •       •      –    2020-05-01 4 D $31.25 $4,000,000 D/D (128,000) 327,837 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   •       •      –    2020-05-21 4 A $29.15 $4,576,084 I/I 156,984 302,515 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-06-01 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 GD $0.00 $0 D/D 49,529 113,974 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   •       •      –    2020-12-31 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 Executive Chairman   •       •      –    2021-04-06 4 GD $0.00 $0 D/D 56,000 144,394 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2021-04-06 4 GA $0.00 $0 I/I 56,000 307,718 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2022-02-01 4 A $0.00 $0 D/D 40,117 184,511 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2022-02-21 4 D $45.98 $1,172,030 D/D (25,490) 159,021 0 -

  135  Records found
  1   2   3   4   5  6      
  Page 5 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