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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   $3,649,251    

Indirect Value

  $9,189,437      
Total Shares   451,078      
Total Value   $12,838,688      


Southwest Airlines Co
 $3,192,438 Lincoln National Corp
 $456,813 Southwest Airlines Co
 $3,192,438 Lincoln National Corp
 $456,813
 


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   •       •      –    2013-05-16 4 D $14.14 $533,573 D/D (37,735) 781,601 0 -
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 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   •       •      –    2013-05-15 4 A $0.00 $0 D/D 156,904 819,336 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2014-05-18 4 D $24.61 $516,195 D/D (20,975) 822,260 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   •       •      –    2014-05-15 4 D $24.76 $543,259 D/D (21,941) 881,558 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 COB, Pres., & CEO   •       •      –    2013-11-25 4 OE $16.40 $2,460,000 D/D 150,000 905,508 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 -

  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