Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHWEST AIRLINES COLUV · Entity 3286 | Principal Accounting Officer | September 15, 2026 | September 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SOUTHWEST AIRLINES CO
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,941 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 2,697 · Balance 27,941 F1: 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 September 21, 2027, and will entitle the reporting person to one share of common stock for each restricted stock unit that vests. |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Savings Plan | 921 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 921 F2: Holdings reflect exempt transactions under the Issuer's Retirement Savings Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 September 21, 2027, and will entitle the reporting person to one share of common stock for each restricted stock unit that vests.
F2: Holdings reflect exempt transactions under the Issuer's Retirement Savings Plan.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 17, 2026 20:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 2,697 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-26-000102 · wk-form4_1789675913.xml · nonDerivative · entry 1 Martinez Jimmy Ryan · CIK 0002063874 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,941 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 September 21, 2027, and will entitle the reporting person to one share of common stock for each restricted stock unit that vests. Read SEC document |
| August 21, 2026 Filed Aug 25, 2026 20:59 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | Tax withholdingCommon Stock | 179 | $40.38 | $7,228.02 |
DisclosureSEC source: 0000092380-26-000100 · wk-form4_1787691545.xml · nonDerivative · entry 1 Martinez Jimmy Ryan · CIK 0002063874 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,244 Read SEC document |
| March 16, 2026 Filed Mar 17, 2026 22:16 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 7,294 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-26-000030 · wk-form4_1773785778.xml · nonDerivative · entry 1 Martinez Jimmy Ryan · CIK 0002063874 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,423 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 March 21, 2027, and will entitle the reporting person to one share of common stock for each restricted stock unit that vests. Read SEC document |
| February 21, 2026 Filed Feb 24, 2026 22:19 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | Tax withholdingCommon Stock | 2,755 | $52.09 | $143,507.95 |
DisclosureSEC source: 0000092380-26-000014 · wk-form4_1771971555.xml · nonDerivative · entry 1 Martinez Jimmy Ryan · CIK 0002063874 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,129 Read SEC document |
| August 21, 2025 Filed Aug 25, 2025 20:26 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | Tax withholdingCommon Stock | 68 | $31.07 | $2,112.76 |
DisclosureSEC source: 0002063874-25-000002 · wk-form4_1756153609.xml · nonDerivative · entry 1 Martinez Jimmy Ryan · CIK 0002063874 · Principal Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,884 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.