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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
LNC Lincoln National Corp   –       •      –    2014-10-03 4 GA $0.00 $0 I/I 3,000 3,000 0 -
LNC Lincoln National Corp   –       •      –    2014-10-03 4 GD $0.00 $0 D/D 3,000 0 0 -
LNC Lincoln National Corp   –       •      –    2019-05-03 4 S $66.63 $1,135,375 D/D (17,040) 0 0 -
LNC Lincoln National Corp   –       •      –    2019-05-03 4 OE $23.30 $470,622 D/D 17,040 17,040 0 -
LNC Lincoln National Corp   –       •      –    2023-02-16 4 B $27.90 $200,003 D/D 7,169 7,169 0.01 %
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 CEO   •       •      –    2004-11-18 4 GD $0.00 $0 D/D 2,640 86,448 -
LUV Southwest Airlines Co CEO   •       •      –    2005-01-28 4 OE $4.98 $110,925 D/D 22,274 108,722 -
LUV Southwest Airlines Co CEO   •       –      –    2005-11-21 4 OE $4.98 $92,060 D/D 18,486 127,208 -
LUV Southwest Airlines Co CEO   •       •      –    2006-05-18 4 OE $4.30 $123,045 D/D 28,594 154,501 -
LUV Southwest Airlines Co CEO   •       •      –    2006-07-28 4 S $17.96 $323,194 D/D (18,000) 136,501 -
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   •       •      –    2007-06-12 4 OE $7.27 $272,105 D/D 34,644 169,245 0 -
LUV Southwest Airlines Co CEO and Vice Chairman   •       •      –    2007-07-23 4 S $16.37 $328,246 D/D (20,000) 149,245 0 -
LUV Southwest Airlines Co CEO and Vice Chairman   •       •      –    2007-12-07 4 S $14.30 $98,009 D/D (6,850) 140,745 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 Chairman and CEO   •       •      –    2008-06-04 4 OE $10.11 $396,022 D/D 34,513 175,258 0 -
LUV Southwest Airlines Co Chairman and CEO   •       •      –    2008-06-04 4 S $13.50 $466,501 D/D (34,513) 140,745 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2017-02-01 4 A $0.00 $0 D/D 119,946 625,065 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2017-02-21 4 D $57.86 $895,731 D/D (15,481) 609,584 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2017-02-22 4 S $57.60 $713,499 D/D (12,374) 604,046 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2017-02-22 4 S $57.30 $2,541,338 D/D (44,308) 642,240 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2017-02-22 4 OE $6.75 $675,000 D/D 100,000 709,584 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2017-02-22 4 D $57.57 $99,942 D/D (1,736) 707,848 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2017-02-22 4 S $57.75 $499,764 D/D (8,649) 595,397 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