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Insider Information:   Wright Laura
Relationship:   Director
City:   Dallas
State:   TX
   
Insider Summary:
  
   
Companies Owned :   6    
Direct Shares   415,290    

Indirect Shares

  8,630      
Direct Value   $12,788,835    

Indirect Value

  $245,351      
Total Shares   423,920      
Total Value   $13,034,186      


Southwest Airlines Co
 $6,282,945 Pebblebrook Hotel Trust
 $306,282 CMS Energy Corp
 $2,424,968 Te Connectivity Ltd
 $2,451,370 Spirit AeroSystems Holdings Inc
 $895,960 Joby Aviation, Inc
 $427,310 Southwest Airlines Co
 $6,282,945 Pebblebrook Hotel Trust
 $306,282 CMS Energy Corp
 $2,424,968 Te Connectivity Ltd
 $2,451,370 Spirit AeroSystems Holdings Inc
 $895,960 Joby Aviation, Inc
 $427,310
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Southwest Airlines Co LUV SR VP FINANCE & CFO 2012-05-19 220,997 2012-05-19 8,630    Premium*  
            Pebblebrook Hotel Trust PEB Director 2019-01-01 22,003 0    Premium*  
            CMS Energy Corp CMS Director 2024-05-03 41,143 2013-05-17 0    Premium*  
            Te Connectivity Ltd TEL Director 2023-12-12 16,913 2014-03-05 0    Premium*  
            Spirit AeroSystems Holdings Inc SPR Director 2024-05-06 28,772 2018-02-20 0    Premium*  
            Joby Aviation, Inc JOBY Director 2024-06-14 85,462 2022-04-05 0    Premium*  
* Premium Members only  

Records found :    88         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 4
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 Chief Financial OfficerOfficer   •       –      –    2004-07-15 3 IO $0.00 $0 I/I 0 8,949 -
LUV Southwest Airlines Co Chief Financial OfficerOfficer   •       –      –    2004-07-15 3 IO $0.00 $0 D/D 0 781 -
LUV Southwest Airlines Co Chief Financial OfficerOfficer   •       –      –    2004-07-15 3/A IO $0.00 $0 D/D 0 17,886 -
LUV Southwest Airlines Co Sr. VP Finance & CFO   •       –      –    2005-10-24 4 GD $0.00 $0 D/D 650 17,238 -
LUV Southwest Airlines Co officerTitle   •       –      –    2005-12-07 4 S $16.47 $148,856 D/D (9,038) 26,594 -
LUV Southwest Airlines Co officerTitle   •       –      –    2005-12-07 4 OE $4.98 $91,602 D/D 18,394 35,632 -
LUV Southwest Airlines Co Sr. VP Finance & CFO   •       –      –    2006-07-24 4 GD $0.00 $0 D/D 1,100 25,494 -
LUV Southwest Airlines Co Sr. VP Finance & CFOOfficer   •       –      –    2007-03-16 3/A IO $0.00 $0 D/D 0 20,396 -
LUV Southwest Airlines Co Chief Financial Officer   •       –      –    2007-07-24 4 GD $0.00 $0 D/D 1,250 26,755 0 -
LUV Southwest Airlines Co Chief Financial Officer   •       –      –    2007-08-10 4 OE $7.27 $177,263 D/D 21,931 48,686 0 -
LUV Southwest Airlines Co Chief Financial Officer   •       –      –    2007-08-10 4 S $16.33 $327,335 D/D (20,000) 28,686 0 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2008-08-01 4 GD $0.00 $0 D/D 1,350 27,337 0 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2008-08-18 4 OE $8.20 $234,561 D/D 28,605 55,942 0 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2008-08-18 4 S $15.47 $387,063 D/D (25,000) 30,942 0 -
PEB Pebblebrook Hotel Trust Director   –       •      –    2009-12-14 3 IO $0.00 $0 D/D 0 5,000 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2009-12-15 4 OE $10.35 $62,100 D/D 6,000 36,945 0 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2009-12-15 4 S $10.80 $64,817 D/D (6,000) 30,945 0 -
PEB Pebblebrook Hotel Trust Director   –       •      –    2010-03-25 4 A $20.88 $2,464 D/D 118 5,118 0 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2010-05-19 4 A $0.00 $0 D/D 30,000 60,945 0 -
PEB Pebblebrook Hotel Trust Director   –       •      –    2011-01-03 4 A $20.48 $30,005 D/D 1,465 6,583 0 -
PEB Pebblebrook Hotel Trust Director   –       •      –    2011-03-11 4 B $25.00 $50,000 D/D 2,000 2,000 2.39 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2011-05-18 4 A $0.00 $0 D/D 30,000 90,945 0 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2011-05-19 4 D $12.40 $32,798 D/D (2,645) 88,300 0 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2011-05-25 4 OE $6.75 $101,250 D/D 15,000 95,489 0 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2011-05-25 4 S $11.90 $271,464 D/D (22,811) 80,489 0 -

  88  Records found
  1  2   3   4      
  Page 1 of 4  
 
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