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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 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 Executive Chairman   •       •      –    2022-05-03 4 GD $0.00 $0 D/D 10,369 148,652 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2022-11-29 4 GD $0.00 $0 D/D 3,200 145,452 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2023-02-01 4 A $0.00 $0 D/D 53,326 198,778 0 -
LNC Lincoln National Corp   –       •      –    2023-02-16 4 B $27.90 $200,003 D/D 7,169 7,169 0.01 %
LUV Southwest Airlines Co Executive Chairman   •       •      –    2023-02-21 4 D $33.76 $769,728 D/D (22,800) 175,978 0 -
LNC Lincoln National Corp   –       •      –    2023-05-11 4 B $25.52 $200,025 D/D 7,838 15,007 0.01 %
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 Executive Chairman   •       •      –    2024-02-21 4 D $34.54 $1,024,422 D/D (29,659) 232,622 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 -

  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