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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 6 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   •       •      –    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   •       •      –    2019-02-21 4 D $54.31 $2,710,884 D/D (49,915) 567,152 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   •       •      –    2017-05-17 4 S $56.99 $2,910,250 D/D (51,000) 506,508 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2013-10-28 4 OE $14.25 $3,390,556 D/D 224,969 761,655 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 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 -

  135  Records found
  1   2   3   4   5   6     
  Page 6 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