Last 12 months
Inside the activity.
0 purchase rows · 2 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 1 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 18, 2022 Filed May 20, 2022 20:59 UTC |
BROOKS DOUGLAS HDirector
|
GrantCommon Stock | 3,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-013153 · form4.xml · nonDerivative · entry 1 BROOKS DOUGLAS H · CIK 0001186331 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,076 Read SEC document |
| May 18, 2022 Filed May 20, 2022 20:57 UTC |
BIGGINS J VERONICADirector
|
GrantCommon Stock | 3,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-013151 · form4.xml · nonDerivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,576 Read SEC document |
| May 18, 2022 Filed May 20, 2022 20:55 UTC |
BIEGLER DAVID WDirector
|
GrantCommon Stock | 3,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-013149 · form4.xml · nonDerivative · entry 1 BIEGLER DAVID W · CIK 0001222590 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,310 Read SEC document |
| May 03, 2022 Filed May 10, 2022 21:57 UTC |
KELLY GARY CDirector · Executive Chairman
|
GiftCommon Stock | 10,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012025 · form4.xml · nonDerivative · entry 1 KELLY GARY C · CIK 0001027716 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,652 Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 16:51 UTC |
Rutherford Linda B.EVP, People and Communications
|
Tax withholdingCommon Stock | 1,137 | $45.98 | $52,279.26 |
DisclosureSEC source: 0001062993-22-005222 · form4.xml · nonDerivative · entry 1 Rutherford Linda B. · CIK 0001870857 · EVP, People and Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,624 Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 16:48 UTC |
Romo TammyEVP & CFO
|
Tax withholdingCommon Stock | 7,890 | $45.98 | $362,782.20 |
DisclosureSEC source: 0001062993-22-005220 · form4.xml · nonDerivative · entry 1 Romo Tammy · CIK 0001558014 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,104 Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 16:46 UTC |
KELLY GARY CDirector · Executive Chairman
|
Tax withholdingCommon Stock | 25,490 | $45.98 | $1,172,030.20 |
DisclosureSEC source: 0001062993-22-005218 · form4.xml · nonDerivative · entry 1 KELLY GARY C · CIK 0001027716 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,021 Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 16:44 UTC |
Jordan Robert EDirector · CEO
|
Tax withholdingCommon Stock | 7,775 | $45.98 | $357,494.50 |
DisclosureSEC source: 0001062993-22-005216 · form4.xml · nonDerivative · entry 1 Jordan Robert E · CIK 0001381318 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,660 Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 16:42 UTC |
Shaw Mark REVP, CL&R Officer
|
Tax withholdingCommon Stock | 6,153 | $45.98 | $282,914.94 |
DisclosureSEC source: 0001062993-22-005214 · form4.xml · nonDerivative · entry 1 Shaw Mark R · CIK 0001665653 · EVP, CL&R Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,503 Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 16:35 UTC |
Watterson Andrew MEVP & Chief Commercial Officer
|
Tax withholdingCommon Stock | 6,186 | $45.98 | $284,432.28 |
DisclosureSEC source: 0001062993-22-005210 · form4.xml · nonDerivative · entry 1 Watterson Andrew M · CIK 0001710592 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,326 Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 16:38 UTC |
Van de Ven Michael GPresident & COO
|
Tax withholdingCommon Stock | 10,478 | $45.98 | $481,778.44 |
DisclosureSEC source: 0001062993-22-005212 · form4.xml · nonDerivative · entry 1 Van de Ven Michael G · CIK 0001338581 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,700 Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 00:11 UTC |
KELLY GARY CDirector · Executive Chairman
|
GrantCommon Stock | 40,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002310 · form4.xml · nonDerivative · entry 5 KELLY GARY C · CIK 0001027716 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,511 F10 · shares: Reflects the exempt acquisition of restricted stock units pursuant to the Southwest Airlines Co. Amended and Restated 2007 Equity Incentive Plan. The restricted stock units will vest with respect to one-third of the shares covered thereby annually, beginning on February 21, 2023, and will entitle the reporting person to one share of common stock for each restricted stock unit that vests. Read SEC document |
| February 01, 2022 Filed Feb 2, 2022 23:29 UTC |
Jordan Robert EDirector · Chief Executive Officer
|
GrantCommon Stock | 40,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002254 · form4.xml · nonDerivative · entry 1 Jordan Robert E · CIK 0001381318 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,435 F1 · shares: Reflects the exempt acquisition of restricted stock units pursuant to the Southwest Airlines Co. Amended and Restated 2007 Equity Incentive Plan. The restricted stock units will vest with respect to one-third of the shares covered thereby annually, beginning on February 21, 2023, and will entitle the reporting person to one share of common stock for each restricted stock unit that vests. Read SEC document |
| February 01, 2022 Filed Feb 2, 2022 23:26 UTC |
Watterson Andrew MEVP & Chief Commercial Officer
|
GrantCommon Stock | 16,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002252 · form4.xml · nonDerivative · entry 1 Watterson Andrew M · CIK 0001710592 · EVP & Chief Commercial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,512 F1 · shares: Reflects the exempt acquisition of restricted stock units pursuant to the Southwest Airlines Co. Amended and Restated 2007 Equity Incentive Plan. The restricted stock units will vest with respect to one-third of the shares covered thereby annually, beginning on February 21, 2023, and will entitle the reporting person to one share of common stock for each restricted stock unit that vests. Read SEC document |
| February 01, 2022 Filed Feb 2, 2022 23:21 UTC |
Romo TammyEVP & CFO
|
GrantCommon Stock | 18,716 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002250 · form4.xml · nonDerivative · entry 1 Romo Tammy · CIK 0001558014 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,994 F1 · shares: Reflects the exempt acquisition of restricted stock units pursuant to the Southwest Airlines Co. Amended and Restated 2007 Equity Incentive Plan. The restricted stock units will vest with respect to one-third of the shares covered thereby annually, beginning on February 21, 2023, and will entitle the reporting person to one share of common stock for each restricted stock unit that vests. Read SEC document |
| February 01, 2022 Filed Feb 2, 2022 23:10 UTC |
Van de Ven Michael GPresident & COO
|
GrantCommon Stock | 19,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002246 · form4.xml · nonDerivative · entry 1 Van de Ven Michael G · CIK 0001338581 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,178 F1 · shares: Reflects the exempt acquisition of restricted stock units pursuant to the Southwest Airlines Co. Amended and Restated 2007 Equity Incentive Plan. The restricted stock units will vest with respect to one-third of the shares covered thereby annually, beginning on February 21, 2023, and will entitle the reporting person to one share of common stock for each restricted stock unit that vests. Read SEC document |
| February 01, 2022 Filed Feb 2, 2022 23:19 UTC |
Shaw Mark REVP, CL&R Officer
|
GrantCommon Stock | 17,924 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002249 · form4.xml · nonDerivative · entry 1 Shaw Mark R · CIK 0001665653 · EVP, CL&R Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,656 F1 · shares: Reflects the exempt acquisition of restricted stock units pursuant to the Southwest Airlines Co. Amended and Restated 2007 Equity Incentive Plan. The restricted stock units will vest with respect to one-third of the shares covered thereby annually, beginning on February 21, 2023, and will entitle the reporting person to one share of common stock for each restricted stock unit that vests. Read SEC document |
| February 01, 2022 Filed Feb 2, 2022 23:04 UTC |
Rutherford Linda B.EVP, People and Communications
|
GrantCommon Stock | 14,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002243 · form4.xml · nonDerivative · entry 1 Rutherford Linda B. · CIK 0001870857 · EVP, People and Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,761 F1 · shares: Reflects the exempt acquisition of restricted stock units pursuant to the Southwest Airlines Co. Amended and Restated 2007 Equity Incentive Plan. The restricted stock units will vest with respect to one-third of the shares covered thereby annually, beginning on February 21, 2023, and will entitle the reporting person to one share of common stock for each restricted stock unit that vests. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 22:52 UTC |
Rutherford Linda B.EVP People & Communications
|
GiftCommon Stock | 2,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-012951 · form4.xml · nonDerivative · entry 1 Rutherford Linda B. · CIK 0001870857 · EVP People & Communications 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,740 Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 22:44 UTC |
MONTFORD JOHN TDirector
|
GiftCommon Stock | 2,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-012816 · form4.xml · nonDerivative · entry 2 MONTFORD JOHN T · CIK 0001189134 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,752 Read SEC document |
| December 09, 2021 Filed Dec 13, 2021 22:44 UTC |
MONTFORD JOHN TDirector
|
SaleCommon Stock | 540 | $43.88 | $23,697.36 |
DisclosureSEC source: 0001062993-21-012816 · form4.xml · nonDerivative · entry 1 MONTFORD JOHN T · CIK 0001189134 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,442 Read SEC document |
| October 27, 2021 Filed Oct 28, 2021 21:09 UTC |
Gilligan Thomas W.Director
|
SaleCommon Stock | 100 | $47.37 | $4,736.50 |
DisclosureSEC source: 0001062993-21-009950 · form4.xml · nonDerivative · entry 9 Gilligan Thomas W. · CIK 0001553750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,056 Read SEC document |
| October 27, 2021 Filed Oct 28, 2021 21:09 UTC |
Gilligan Thomas W.Director
|
SaleCommon Stock | 300 | $47.36 | $14,208.03 |
DisclosureSEC source: 0001062993-21-009950 · form4.xml · nonDerivative · entry 8 Gilligan Thomas W. · CIK 0001553750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,156 Read SEC document |
| October 27, 2021 Filed Oct 28, 2021 21:09 UTC |
Gilligan Thomas W.Director
|
SaleCommon Stock | 500 | $47.36 | $23,680.00 |
DisclosureSEC source: 0001062993-21-009950 · form4.xml · nonDerivative · entry 7 Gilligan Thomas W. · CIK 0001553750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,456 Read SEC document |
| October 27, 2021 Filed Oct 28, 2021 21:09 UTC |
Gilligan Thomas W.Director
|
SaleCommon Stock | 1,714 | $47.35 | $81,158.07 |
DisclosureSEC source: 0001062993-21-009950 · form4.xml · nonDerivative · entry 6 Gilligan Thomas W. · CIK 0001553750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,956 Read SEC document |
| October 27, 2021 Filed Oct 28, 2021 21:09 UTC |
Gilligan Thomas W.Director
|
SaleCommon Stock | 80 | $47.34 | $3,787.28 |
DisclosureSEC source: 0001062993-21-009950 · form4.xml · nonDerivative · entry 5 Gilligan Thomas W. · CIK 0001553750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,670 Read SEC document |
| October 27, 2021 Filed Oct 28, 2021 21:09 UTC |
Gilligan Thomas W.Director
|
SaleCommon Stock | 100 | $47.34 | $4,734.02 |
DisclosureSEC source: 0001062993-21-009950 · form4.xml · nonDerivative · entry 4 Gilligan Thomas W. · CIK 0001553750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,750 Read SEC document |
| October 27, 2021 Filed Oct 28, 2021 21:09 UTC |
Gilligan Thomas W.Director
|
SaleCommon Stock | 833 | $47.34 | $39,434.30 |
DisclosureSEC source: 0001062993-21-009950 · form4.xml · nonDerivative · entry 3 Gilligan Thomas W. · CIK 0001553750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,850 Read SEC document |
| October 27, 2021 Filed Oct 28, 2021 21:09 UTC |
Gilligan Thomas W.Director
|
SaleCommon Stock | 20 | $47.33 | $946.62 |
DisclosureSEC source: 0001062993-21-009950 · form4.xml · nonDerivative · entry 2 Gilligan Thomas W. · CIK 0001553750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,683 Read SEC document |
| October 27, 2021 Filed Oct 28, 2021 21:09 UTC |
Gilligan Thomas W.Director
|
SaleCommon Stock | 7,541 | $47.33 | $356,916.28 |
DisclosureSEC source: 0001062993-21-009950 · form4.xml · nonDerivative · entry 1 Gilligan Thomas W. · CIK 0001553750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,703 Read SEC document |
| May 19, 2021 Filed May 20, 2021 21:42 UTC |
RICKS RONDirector
|
GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-21-000124 · edgar.xml · nonDerivative · entry 1 RICKS RON · CIK 0001027718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,899 Read SEC document |
| May 19, 2021 Filed May 20, 2021 21:40 UTC |
MONTFORD JOHN TDirector
|
GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-21-000122 · edgar.xml · nonDerivative · entry 1 MONTFORD JOHN T · CIK 0001189134 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,982 Read SEC document |
| May 19, 2021 Filed May 20, 2021 21:33 UTC |
Lieblein GraceDirector
|
GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-21-000118 · edgar.xml · nonDerivative · entry 1 Lieblein Grace · CIK 0001564342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,624 Read SEC document |
| May 19, 2021 Filed May 20, 2021 21:37 UTC |
LOEFFLER NANCY BDirector
|
GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-21-000120 · edgar.xml · nonDerivative · entry 1 LOEFFLER NANCY B · CIK 0001224422 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,190 Read SEC document |
| May 19, 2021 Filed May 20, 2021 21:27 UTC |
Gilligan Thomas W.Director
|
GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-21-000116 · edgar.xml · nonDerivative · entry 1 Gilligan Thomas W. · CIK 0001553750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,244 Read SEC document |
| May 19, 2021 Filed May 20, 2021 21:24 UTC |
DENISON JOHN GDirector
|
GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-21-000114 · edgar.xml · nonDerivative · entry 1 DENISON JOHN G · CIK 0001027715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,732 Read SEC document |
| May 19, 2021 Filed May 20, 2021 21:21 UTC |
CUNNINGHAM WILLIAM H DRDirector
|
GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-21-000112 · edgar.xml · nonDerivative · entry 1 CUNNINGHAM WILLIAM H DR · CIK 0001189132 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,432 Read SEC document |
| May 19, 2021 Filed May 20, 2021 21:16 UTC |
BROOKS DOUGLAS HDirector
|
GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-21-000110 · edgar.xml · nonDerivative · entry 1 BROOKS DOUGLAS H · CIK 0001186331 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,232 Read SEC document |
| May 19, 2021 Filed May 20, 2021 21:13 UTC |
BIGGINS J VERONICADirector
|
GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-21-000108 · edgar.xml · nonDerivative · entry 1 BIGGINS J VERONICA · CIK 0001018925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,732 Read SEC document |
| May 19, 2021 Filed May 20, 2021 21:10 UTC |
BIEGLER DAVID WDirector
|
GrantCommon Stock | 2,650 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-21-000106 · edgar.xml · nonDerivative · entry 1 BIEGLER DAVID W · CIK 0001222590 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,466 Read SEC document |
| April 06, 2021 Filed Feb 3, 2022 00:11 UTC |
KELLY GARY CDirector · Executive Chairman
|
GiftCommon Stock | 1,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002310 · form4.xml · nonDerivative · entry 4 KELLY GARY C · CIK 0001027716 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 307,718 F1 · shares: On April 6, 2021, as part of his estate planning, the reporting person contributed 56,000 shares (the "Capital Contribution") to a family limited partnership (the "Family Limited Partnership"), the sole general partner of which is a limited liability company that is wholly owned by the reporting person and his spouse (the "Family Limited Liability Company"). Prior to the transfer, the sole limited partners of the Family Limited Partnership were (a) a trust for the reporting person and his descendants, for which the reporting person is trustee (the "Reporting Person Trust"), (b) a trust for the reporting person's spouse and her descendants, for which the reporting person's spouse is trustee (the "Spousal Trust"), and (c) the reporting person through a separate limited partnership interest in the Family Limited Partnership (the "Reporting Person LP Interest"). F2 · shares: As a result of this transaction, the reporting person and his spouse each received a community property limited partnership interest in the Family Limited Partnership (the "Reporting Person CP LP Interest" and the "Spousal CP LP Interest", respectively), which resulted in (a) a decrease in the number of shares directly owned by the reporting person, (b) an increase in the number of shares indirectly owned by the reporting person through the Family Limited Partnership, and (c) net increases in the number of shares indirectly owned by the reporting person through the Reporting Person Trust, the Spousal Trust, and the Family Limited Liability Company as a result of the overall increase in the Family Limited Partnership's holdings due to the Capital Contribution. F3 · shares: Because the reporting person's aggregate beneficial holdings remained the same prior to and after this transaction, the reporting person believes the contributions to the Family Limited Partnership constitute a change in form of beneficial ownership exempted by Rule 16a-13 under the Securities Exchange Act of 1934. F8 · shares: A net 1,190 shares were indirectly acquired through the Spousal Trust's limited partnership interest in the Family Limited Partnership, as a result of the overall increase in the Family Limited Partnership's holdings due to the Capital Contribution, but reflecting the addition of limited partners and resulting new allocation of shares. F1 · ownership.nature: On April 6, 2021, as part of his estate planning, the reporting person contributed 56,000 shares (the "Capital Contribution") to a family limited partnership (the "Family Limited Partnership"), the sole general partner of which is a limited liability company that is wholly owned by the reporting person and his spouse (the "Family Limited Liability Company"). Prior to the transfer, the sole limited partners of the Family Limited Partnership were (a) a trust for the reporting person and his descendants, for which the reporting person is trustee (the "Reporting Person Trust"), (b) a trust for the reporting person's spouse and her descendants, for which the reporting person's spouse is trustee (the "Spousal Trust"), and (c) the reporting person through a separate limited partnership interest in the Family Limited Partnership (the "Reporting Person LP Interest"). F2 · ownership.nature: As a result of this transaction, the reporting person and his spouse each received a community property limited partnership interest in the Family Limited Partnership (the "Reporting Person CP LP Interest" and the "Spousal CP LP Interest", respectively), which resulted in (a) a decrease in the number of shares directly owned by the reporting person, (b) an increase in the number of shares indirectly owned by the reporting person through the Family Limited Partnership, and (c) net increases in the number of shares indirectly owned by the reporting person through the Reporting Person Trust, the Spousal Trust, and the Family Limited Liability Company as a result of the overall increase in the Family Limited Partnership's holdings due to the Capital Contribution. F3 · ownership.nature: Because the reporting person's aggregate beneficial holdings remained the same prior to and after this transaction, the reporting person believes the contributions to the Family Limited Partnership constitute a change in form of beneficial ownership exempted by Rule 16a-13 under the Securities Exchange Act of 1934. F9 · ownership.nature: Includes shares indirectly held through the Spousal Trust, including (a) 102,718 shares held as a result of the Spousal Trust's limited partnership interest in the Family Limited Partnership and (b) 205,000 other shares held by the Spousal Trust. Read SEC document |
| April 06, 2021 Filed Feb 3, 2022 00:11 UTC |
KELLY GARY CDirector · Executive Chairman
|
GiftCommon Stock | 1,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002310 · form4.xml · nonDerivative · entry 3 KELLY GARY C · CIK 0001027716 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 351,596 F1 · shares: On April 6, 2021, as part of his estate planning, the reporting person contributed 56,000 shares (the "Capital Contribution") to a family limited partnership (the "Family Limited Partnership"), the sole general partner of which is a limited liability company that is wholly owned by the reporting person and his spouse (the "Family Limited Liability Company"). Prior to the transfer, the sole limited partners of the Family Limited Partnership were (a) a trust for the reporting person and his descendants, for which the reporting person is trustee (the "Reporting Person Trust"), (b) a trust for the reporting person's spouse and her descendants, for which the reporting person's spouse is trustee (the "Spousal Trust"), and (c) the reporting person through a separate limited partnership interest in the Family Limited Partnership (the "Reporting Person LP Interest"). F2 · shares: As a result of this transaction, the reporting person and his spouse each received a community property limited partnership interest in the Family Limited Partnership (the "Reporting Person CP LP Interest" and the "Spousal CP LP Interest", respectively), which resulted in (a) a decrease in the number of shares directly owned by the reporting person, (b) an increase in the number of shares indirectly owned by the reporting person through the Family Limited Partnership, and (c) net increases in the number of shares indirectly owned by the reporting person through the Reporting Person Trust, the Spousal Trust, and the Family Limited Liability Company as a result of the overall increase in the Family Limited Partnership's holdings due to the Capital Contribution. F3 · shares: Because the reporting person's aggregate beneficial holdings remained the same prior to and after this transaction, the reporting person believes the contributions to the Family Limited Partnership constitute a change in form of beneficial ownership exempted by Rule 16a-13 under the Securities Exchange Act of 1934. F6 · shares: A net 1,528 shares were indirectly acquired through the Reporting Person Trust's limited partnership interest in the Family Limited Partnership, as a result of the overall increase in the Family Limited Partnership's holdings due to the Capital Contribution, but reflecting the addition of limited partners and resulting new allocation of shares. F1 · ownership.nature: On April 6, 2021, as part of his estate planning, the reporting person contributed 56,000 shares (the "Capital Contribution") to a family limited partnership (the "Family Limited Partnership"), the sole general partner of which is a limited liability company that is wholly owned by the reporting person and his spouse (the "Family Limited Liability Company"). Prior to the transfer, the sole limited partners of the Family Limited Partnership were (a) a trust for the reporting person and his descendants, for which the reporting person is trustee (the "Reporting Person Trust"), (b) a trust for the reporting person's spouse and her descendants, for which the reporting person's spouse is trustee (the "Spousal Trust"), and (c) the reporting person through a separate limited partnership interest in the Family Limited Partnership (the "Reporting Person LP Interest"). F2 · ownership.nature: As a result of this transaction, the reporting person and his spouse each received a community property limited partnership interest in the Family Limited Partnership (the "Reporting Person CP LP Interest" and the "Spousal CP LP Interest", respectively), which resulted in (a) a decrease in the number of shares directly owned by the reporting person, (b) an increase in the number of shares indirectly owned by the reporting person through the Family Limited Partnership, and (c) net increases in the number of shares indirectly owned by the reporting person through the Reporting Person Trust, the Spousal Trust, and the Family Limited Liability Company as a result of the overall increase in the Family Limited Partnership's holdings due to the Capital Contribution. F3 · ownership.nature: Because the reporting person's aggregate beneficial holdings remained the same prior to and after this transaction, the reporting person believes the contributions to the Family Limited Partnership constitute a change in form of beneficial ownership exempted by Rule 16a-13 under the Securities Exchange Act of 1934. F7 · ownership.nature: Includes shares indirectly held through the Reporting Person Trust, including (a) 131,838 shares held as a result of the Reporting Person Trust's limited partnership interest in the Family Limited Partnership and (b) 219,758 other shares held by the Reporting Person Trust. Read SEC document |
| April 06, 2021 Filed Feb 3, 2022 00:11 UTC |
KELLY GARY CDirector · Executive Chairman
|
GiftCommon Stock | 53,282 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002310 · form4.xml · nonDerivative · entry 2 KELLY GARY C · CIK 0001027716 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Limited Partnership Disclosed balance after: 67,973 F1 · shares: On April 6, 2021, as part of his estate planning, the reporting person contributed 56,000 shares (the "Capital Contribution") to a family limited partnership (the "Family Limited Partnership"), the sole general partner of which is a limited liability company that is wholly owned by the reporting person and his spouse (the "Family Limited Liability Company"). Prior to the transfer, the sole limited partners of the Family Limited Partnership were (a) a trust for the reporting person and his descendants, for which the reporting person is trustee (the "Reporting Person Trust"), (b) a trust for the reporting person's spouse and her descendants, for which the reporting person's spouse is trustee (the "Spousal Trust"), and (c) the reporting person through a separate limited partnership interest in the Family Limited Partnership (the "Reporting Person LP Interest"). F2 · shares: As a result of this transaction, the reporting person and his spouse each received a community property limited partnership interest in the Family Limited Partnership (the "Reporting Person CP LP Interest" and the "Spousal CP LP Interest", respectively), which resulted in (a) a decrease in the number of shares directly owned by the reporting person, (b) an increase in the number of shares indirectly owned by the reporting person through the Family Limited Partnership, and (c) net increases in the number of shares indirectly owned by the reporting person through the Reporting Person Trust, the Spousal Trust, and the Family Limited Liability Company as a result of the overall increase in the Family Limited Partnership's holdings due to the Capital Contribution. F3 · shares: Because the reporting person's aggregate beneficial holdings remained the same prior to and after this transaction, the reporting person believes the contributions to the Family Limited Partnership constitute a change in form of beneficial ownership exempted by Rule 16a-13 under the Securities Exchange Act of 1934. F4 · shares: Includes (a) 26,289 shares indirectly acquired as a result of the new Reporting Person CP LP Interest in the Family Limited Partnership, (b) 26,289 shares indirectly acquired as a result of the new Spousal CP LP Interest in the Family Limited Partnership, (c) a net 143 shares indirectly acquired by the Reporting Person LP Interest as a result of the overall increase in the Family Limited Partnership's holdings due to the Capital Contribution, but reflecting the addition of limited partners and resulting new allocation of shares; and (d) a net 560 shares indirectly acquired by the Family Limited Liability Company as a result of the overall increase in the Family Limited Partnership's holdings due to the Capital Contribution, but reflecting the addition of limited partners and resulting new allocation of shares. F1 · ownership.nature: On April 6, 2021, as part of his estate planning, the reporting person contributed 56,000 shares (the "Capital Contribution") to a family limited partnership (the "Family Limited Partnership"), the sole general partner of which is a limited liability company that is wholly owned by the reporting person and his spouse (the "Family Limited Liability Company"). Prior to the transfer, the sole limited partners of the Family Limited Partnership were (a) a trust for the reporting person and his descendants, for which the reporting person is trustee (the "Reporting Person Trust"), (b) a trust for the reporting person's spouse and her descendants, for which the reporting person's spouse is trustee (the "Spousal Trust"), and (c) the reporting person through a separate limited partnership interest in the Family Limited Partnership (the "Reporting Person LP Interest"). F2 · ownership.nature: As a result of this transaction, the reporting person and his spouse each received a community property limited partnership interest in the Family Limited Partnership (the "Reporting Person CP LP Interest" and the "Spousal CP LP Interest", respectively), which resulted in (a) a decrease in the number of shares directly owned by the reporting person, (b) an increase in the number of shares indirectly owned by the reporting person through the Family Limited Partnership, and (c) net increases in the number of shares indirectly owned by the reporting person through the Reporting Person Trust, the Spousal Trust, and the Family Limited Liability Company as a result of the overall increase in the Family Limited Partnership's holdings due to the Capital Contribution. F3 · ownership.nature: Because the reporting person's aggregate beneficial holdings remained the same prior to and after this transaction, the reporting person believes the contributions to the Family Limited Partnership constitute a change in form of beneficial ownership exempted by Rule 16a-13 under the Securities Exchange Act of 1934. F5 · ownership.nature: Includes (a) 26,289 shares indirectly held through the new Reporting Person CP LP Interest in the Family Limited Partnership, (b) 26,289 shares indirectly held through the new Spousal CP LP Interest in the Family Limited Partnership, (c) 12,369 shares indirectly held through the Reporting Person LP Interest, and (d) 3,025 shares indirectly held through the Family Limited Liability Company's general partnership interest in the Family Limited Partnership. Read SEC document |
| April 06, 2021 Filed Feb 3, 2022 00:11 UTC |
KELLY GARY CDirector · Executive Chairman
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GiftCommon Stock | 56,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002310 · form4.xml · nonDerivative · entry 1 KELLY GARY C · CIK 0001027716 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,394 F1 · shares: On April 6, 2021, as part of his estate planning, the reporting person contributed 56,000 shares (the "Capital Contribution") to a family limited partnership (the "Family Limited Partnership"), the sole general partner of which is a limited liability company that is wholly owned by the reporting person and his spouse (the "Family Limited Liability Company"). Prior to the transfer, the sole limited partners of the Family Limited Partnership were (a) a trust for the reporting person and his descendants, for which the reporting person is trustee (the "Reporting Person Trust"), (b) a trust for the reporting person's spouse and her descendants, for which the reporting person's spouse is trustee (the "Spousal Trust"), and (c) the reporting person through a separate limited partnership interest in the Family Limited Partnership (the "Reporting Person LP Interest"). F2 · shares: As a result of this transaction, the reporting person and his spouse each received a community property limited partnership interest in the Family Limited Partnership (the "Reporting Person CP LP Interest" and the "Spousal CP LP Interest", respectively), which resulted in (a) a decrease in the number of shares directly owned by the reporting person, (b) an increase in the number of shares indirectly owned by the reporting person through the Family Limited Partnership, and (c) net increases in the number of shares indirectly owned by the reporting person through the Reporting Person Trust, the Spousal Trust, and the Family Limited Liability Company as a result of the overall increase in the Family Limited Partnership's holdings due to the Capital Contribution. F3 · shares: Because the reporting person's aggregate beneficial holdings remained the same prior to and after this transaction, the reporting person believes the contributions to the Family Limited Partnership constitute a change in form of beneficial ownership exempted by Rule 16a-13 under the Securities Exchange Act of 1934. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:50 UTC |
MONTFORD JOHN TDirector
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SaleCommon Stock | 500 | $61.85 | $30,925.00 |
DisclosureSEC source: 0000092380-21-000084 · edgar.xml · nonDerivative · entry 1 MONTFORD JOHN T · CIK 0001189134 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,332 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 23:35 UTC |
Jordan Robert EEVP Corporate Services
|
SaleCommon Stock | 101 | $60.02 | $6,062.02 |
DisclosureSEC source: 0000092380-21-000077 · edgar.xml · nonDerivative · entry 6 Jordan Robert E · CIK 0001381318 · EVP Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,296 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 23:35 UTC |
Jordan Robert EEVP Corporate Services
|
SaleCommon Stock | 779 | $60.01 | $46,747.79 |
DisclosureSEC source: 0000092380-21-000077 · edgar.xml · nonDerivative · entry 5 Jordan Robert E · CIK 0001381318 · EVP Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,397 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 23:35 UTC |
Jordan Robert EEVP Corporate Services
|
SaleCommon Stock | 4,755 | $60.00 | $285,300.00 |
DisclosureSEC source: 0000092380-21-000077 · edgar.xml · nonDerivative · entry 4 Jordan Robert E · CIK 0001381318 · EVP Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,176 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 23:35 UTC |
Jordan Robert EEVP Corporate Services
|
SaleCommon Stock | 8,879 | $59.99 | $532,651.21 |
DisclosureSEC source: 0000092380-21-000077 · edgar.xml · nonDerivative · entry 3 Jordan Robert E · CIK 0001381318 · EVP Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,931 Read SEC document |
| March 08, 2021 Filed Mar 9, 2021 23:35 UTC |
Jordan Robert EEVP Corporate Services
|
SaleCommon Stock | 386 | $59.98 | $23,152.28 |
DisclosureSEC source: 0000092380-21-000077 · edgar.xml · nonDerivative · entry 2 Jordan Robert E · CIK 0001381318 · EVP Corporate Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,810 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.