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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 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   •       •      –    2015-07-29 4 GD $0.00 $0 D/D 900 543,734 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 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   •       •      –    2015-11-12 4 S $46.62 $918,360 D/D (19,642) 486,592 0 -
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 -
LNC Lincoln National Corp Director   –       •      –    2009-12-31 4 A $0.00 $0 D/D 275 275 0 -
LNC Lincoln National Corp Director   –       •      –    2010-03-31 4 A $0.00 $0 D/D 350 625 0 -
LNC Lincoln National Corp Director   –       •      –    2010-06-30 4 A $0.00 $0 D/D 443 1,068 0 -
LNC Lincoln National Corp Director   –       •      –    2010-09-30 4 A $0.00 $0 D/D 449 1,517 0 -
LNC Lincoln National Corp Director   –       •      –    2010-12-31 4 A $0.00 $0 D/D 387 1,905 0 -
LNC Lincoln National Corp Director   –       •      –    2011-02-07 4 B $31.11 $31,110 D/D 1,000 3,294 2.39 -
LNC Lincoln National Corp Director   –       •      –    2011-03-31 4 A $0.00 $0 D/D 649 2,557 0 -
LNC Lincoln National Corp Director   –       •      –    2011-06-30 4 A $0.00 $0 D/D 684 3,245 0 -
LNC Lincoln National Corp Director   –       •      –    2011-09-30 4 A $0.00 $0 D/D 1,248 4,499 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 EVP - Finance   •       –      –    2004-01-26 4 OE $4.56 $9,316 D/D 2,043 89,088 -
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   •       •      –    2021-04-06 4 GD $0.00 $0 D/D 56,000 144,394 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 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2022-05-03 4 GD $0.00 $0 D/D 10,369 148,652 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