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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 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 -
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 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 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2019-06-18 4 GA $0.00 $0 I/I 195,030 195,030 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2019-06-18 4 GD $0.00 $0 D/D 195,030 372,122 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 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   •       •      –    2012-05-16 4 A $0.00 $0 D/D 274,057 697,748 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