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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 COB, Pres., & CEO   •       •      –    2014-05-20 4 S $24.90 $756,556 D/D (30,361) 791,899 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2023-02-21 4 D $33.76 $769,728 D/D (22,800) 175,978 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 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   •       •      –    2015-11-12 4 S $46.62 $918,360 D/D (19,642) 486,592 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2015-05-15 4 D $41.89 $919,108 D/D (21,941) 709,350 0 -
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   •       •      –    2016-08-02 4 B $35.56 $1,000,057 I/I 28,106 69,891 2.66 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2024-02-21 4 D $34.54 $1,024,422 D/D (29,659) 232,622 0 -
LNC Lincoln National Corp   –       •      –    2019-05-03 4 S $66.63 $1,135,375 D/D (17,040) 0 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2022-02-21 4 D $45.98 $1,172,030 D/D (25,490) 159,021 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 S $57.43 $1,485,033 D/D (25,820) 616,420 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2015-08-17 4 S $40.28 $1,511,558 D/D (37,500) 506,234 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 COB, Pres., & CEO   •       •      –    2015-05-16 4 D $41.89 $1,605,350 D/D (38,323) 671,027 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2014-01-24 4 OE $12.18 $1,827,000 D/D 150,000 916,929 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2014-08-21 4 S $31.19 $1,891,800 D/D (60,600) 694,274 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 COB, Pres., & CEO   •       •      –    2014-01-24 4 D $21.07 $2,186,118 D/D (103,755) 813,174 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   •       •      –    2018-02-21 4 D $58.03 $2,417,762 D/D (41,664) 556,372 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 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   •       •      –    2017-02-22 4 S $57.30 $2,541,338 D/D (44,308) 642,240 0 -
  135  Records found
  1   2   3   4   5  6      
  Page 5 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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