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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   $3,610,774    

Indirect Value

  $9,107,222      
Total Shares   451,078      
Total Value   $12,717,995      


Southwest Airlines Co
 $3,164,316 Lincoln National Corp
 $446,458 Southwest Airlines Co
 $3,164,316 Lincoln National Corp
 $446,458
 


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 1 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 CEO   •       •      –    2004-11-18 4 GD $0.00 $0 D/D 2,640 86,448 -
LUV Southwest Airlines Co officerTitle   •       –      –    2005-12-01 4 GD $0.00 $0 D/D 1,301 125,907 -
LUV Southwest Airlines Co CEO   •       •      –    2006-12-12 4 GD $0.00 $0 D/D 1,900 134,601 0 -
LUV Southwest Airlines Co CEO and Vice Chairman   •       •      –    2007-12-07 4 GD $0.00 $0 D/D 1,650 147,595 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2008-09-09 4 GD $0.00 $0 D/D 2,100 146,019 0 -
LNC Lincoln National Corp Director   –       •      –    2009-12-31 4 A $0.00 $0 D/D 275 275 0 -
LUV Southwest Airlines Co Chairman, President & CEO   •       •      –    2010-03-15 4 GD $0.00 $0 D/D 10,000 153,203 0 -
LNC Lincoln National Corp Director   –       •      –    2010-03-31 4 A $0.00 $0 D/D 350 625 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2010-05-19 4 A $0.00 $0 D/D 150,000 303,203 0 -
LNC Lincoln National Corp Director   –       •      –    2010-06-30 4 A $0.00 $0 D/D 443 1,068 0 -
LNC Lincoln National Corp Director   –       •      –    2010-09-30 4 A $0.00 $0 D/D 449 1,517 0 -
LNC Lincoln National Corp Director   –       •      –    2010-12-31 4 A $0.00 $0 D/D 387 1,905 0 -
LNC Lincoln National Corp Director   –       •      –    2011-03-31 4 A $0.00 $0 D/D 649 2,557 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2011-05-18 4 A $0.00 $0 D/D 150,000 453,203 0 -
LNC Lincoln National Corp Director   –       •      –    2011-06-30 4 A $0.00 $0 D/D 684 3,245 0 -
LNC Lincoln National Corp Director   –       •      –    2011-09-30 4 A $0.00 $0 D/D 1,248 4,499 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2012-05-16 4 A $0.00 $0 D/D 274,057 697,748 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   •       •      –    2014-05-14 4 A $0.00 $0 D/D 90,325 903,499 0 -
LNC Lincoln National Corp   –       •      –    2014-10-03 4 GD $0.00 $0 D/D 3,000 0 0 -
LNC Lincoln National Corp   –       •      –    2014-10-03 4 GA $0.00 $0 I/I 3,000 3,000 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2015-01-28 4 A $0.00 $0 D/D 57,643 743,922 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2015-06-15 4 GA $0.00 $0 I/I 111,668 55,834 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2015-06-15 4 GD $0.00 $0 D/D 111,668 559,359 0 -
LUV Southwest Airlines Co COB, Pres., & CEO   •       •      –    2015-07-23 4 GD $0.00 $0 D/D 14,725 544,634 0 -

  135  Records found
  1  2   3   4   5   6      
  Page 1 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