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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 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   •       •      –    2015-01-28 4 A $0.00 $0 D/D 57,643 743,922 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 COB, Pres., & CEO   •       •      –    2016-01-27 4 A $0.00 $0 D/D 70,595 544,087 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2024-01-31 4 A $0.00 $0 D/D 86,303 262,281 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2014-05-14 4 A $0.00 $0 D/D 90,325 903,499 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   •       •      –    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   •       •      –    2020-02-21 4 GA $0.00 $0 I/I 97,515 167,398 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-02-21 4 GD $0.00 $0 I/I 97,515 1,970 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 COB, Pres., & CEO   •       •      –    2014-01-24 4 D $21.07 $2,186,118 D/D (103,755) 813,174 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2015-06-15 4 GD $0.00 $0 D/D 111,668 559,359 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2015-06-15 4 GA $0.00 $0 I/I 111,668 55,834 0 -
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 Executive Chairman   •       •      –    2024-04-30 4 GD $0.00 $0 D/D 120,133 112,489 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2024-04-30 4 GA $0.00 $0 I/I 120,133 320,582 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   •       •      –    2019-01-30 4 A $0.00 $0 D/D 131,470 617,067 0 -
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 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   •       •      –    2021-02-03 4 A $0.00 $0 D/D 141,853 255,827 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2010-05-19 4 A $0.00 $0 D/D 150,000 303,203 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2011-05-18 4 A $0.00 $0 D/D 150,000 453,203 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