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Insider Information:   Kelly Gary C
Relationship:  
City:   Dallas
State:   TX
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   247,629    

Indirect Shares

  730,287      
Direct Value   $6,443,456    

Indirect Value

  $18,947,635      
Total Shares   977,916      
Total Value   $25,391,090      


Southwest Airlines Co
 $6,034,215 Lincoln National Corp
 $409,241 Southwest Airlines Co
 $6,034,215 Lincoln National Corp
 $409,241
 


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... 2024-02-21 232,622 2024-02-21 727,287    Premium*  
            Lincoln National Corp LNC 2023-05-11 15,007 2023-05-11 3,000    Premium*  
* Premium Members only  

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

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  Page 1 of 1
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 Executive Chairman   •       •      –    2024-02-21 4 D $34.54 $1,024,422 D/D (29,659) 232,622 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2024-01-31 4 A $0.00 $0 D/D 86,303 262,281 0 -
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 Executive Chairman   •       •      –    2023-02-21 4 D $33.76 $769,728 D/D (22,800) 175,978 0 -
LNC Lincoln National Corp   –       •      –    2023-02-16 4 B $27.90 $200,003 D/D 7,169 7,169 0.01 %
LUV Southwest Airlines Co Executive Chairman   •       •      –    2023-02-01 4 A $0.00 $0 D/D 53,326 198,778 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2022-11-29 4 GD $0.00 $0 D/D 3,200 145,452 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2022-05-03 4 GD $0.00 $0 D/D 10,369 148,652 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2022-02-21 4 D $45.98 $1,172,030 D/D (25,490) 159,021 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2022-02-01 4 A $0.00 $0 D/D 40,117 184,511 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2021-04-06 4 GA $0.00 $0 I/I 56,000 307,718 0 -
LUV Southwest Airlines Co Executive Chairman   •       •      –    2021-04-06 4 GD $0.00 $0 D/D 56,000 144,394 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2021-03-01 4 GD $0.00 $0 D/D 8,578 200,394 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2021-02-21 4 D $52.81 $2,474,413 D/D (46,855) 208,972 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2021-02-03 4 A $0.00 $0 D/D 141,853 255,827 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-12-31 4 GD $0.00 $0 I/I 28,782 14,691 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-12-31 4 GA $0.00 $0 I/I 28,782 350,068 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-10-30 4 GA $0.00 $0 I/I 49,529 306,528 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-10-30 4 GD $0.00 $0 D/D 49,529 113,974 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-06-01 4 GD $0.00 $0 D/D 7,350 163,503 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   •       •      –    2020-05-01 4 A $31.25 $4,000,000 I/I 128,000 231,406 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-05-01 4 D $31.25 $4,000,000 D/D (128,000) 327,837 0 -
LUV Southwest Airlines Co Chairman of the Board & CEO   •       •      –    2020-02-21 4 GA $0.00 $0 I/I 97,515 167,398 0 -

  25  Records found
  1     
  Page 1 of 1  
 
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