Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LINCOLN NATIONAL CORPLNC · Entity 3631 | Director | September 30, 2026 | October 03, 2026 |
| SOUTHWEST AIRLINES COLUV · Entity 3286 | Director · Executive Chairman | September 30, 2024 | October 02, 2024 |
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.
LINCOLN NATIONAL CORP
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitSEC Table II · derivative / convertible security | Direct | 115,595.67 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,117.73 · Balance 115,595.67 F1: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the LNC Deferred Compensation Plan for Non-employee Directors (the "Directors' DCP") in the LNC Stock Fund investment account, which are payable solely in shares of LNC Common Stock at resignation or retirement. The reporting person may transfer his/her phantom stock unit holdings into an alternative investment account in the Directors' DCP at any time. F3: Includes 1,106.90 shares acquired through dividend reinvestment since the reporting person's last report. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock.
F2: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the LNC Deferred Compensation Plan for Non-employee Directors (the "Directors' DCP") in the LNC Stock Fund investment account, which are payable solely in shares of LNC Common Stock at resignation or retirement. The reporting person may transfer his/her phantom stock unit holdings into an alternative investment account in the Directors' DCP at any time.
F3: Includes 1,106.90 shares acquired through dividend reinvestment since the reporting person's last report.
SOUTHWEST AIRLINES CO
Report date September 30, 2024 · Filed October 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 146,410 |
Reported balance
After 2024-09-30 transaction · row 1
1 source rowRow 1 · 2024-09-30 · Purchase · Acquired 33,921 · Balance 146,410 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Limited Partnership | 74,520 |
Reported balance
After 2024-09-30 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-09-30 · Gift · Disposed 84,212 · Balance 74,520 F1: On September 30, 2024, as part of his estate planning, the reporting person made a gift of the reporting person's limited partnership interest in a family limited partnership (the "Family Limited Partnership") to a trust for the reporting person's spouse and her descendants (the "Spousal Trust"). The reporting person's spouse is trustee of the Spousal Trust. F2: After the transaction, the sole general partner of the Family Limited Partnership continues to be a limited liability company (the "Family Limited Liability Company") that is wholly owned by the reporting person and his spouse and the sole limited partners of the Family Limited Partnership are (a) a trust for the reporting person and his descendants, for which the reporting person is trustee (the "Reporting Person Trust"), (b) the Spousal Trust, and (c) the reporting person's spouse through a separate limited partnership interest in the Family Limited Partnership (the "Spousal LP Interest"). F3: Includes (a) 70,293 shares indirectly held through the total Spousal LP Interest in the Family Limited Partnership, and (b) 4,227 shares indirectly held through the Family Limited Liability Company's general partnership interest in the Family Limited Partnership. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust 2 | 404,794 |
Reported balance
After 2024-09-30 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2024-09-30 · Gift · Acquired 84,212 · Balance 404,794 F1: On September 30, 2024, as part of his estate planning, the reporting person made a gift of the reporting person's limited partnership interest in a family limited partnership (the "Family Limited Partnership") to a trust for the reporting person's spouse and her descendants (the "Spousal Trust"). The reporting person's spouse is trustee of the Spousal Trust. F2: After the transaction, the sole general partner of the Family Limited Partnership continues to be a limited liability company (the "Family Limited Liability Company") that is wholly owned by the reporting person and his spouse and the sole limited partners of the Family Limited Partnership are (a) a trust for the reporting person and his descendants, for which the reporting person is trustee (the "Reporting Person Trust"), (b) the Spousal Trust, and (c) the reporting person's spouse through a separate limited partnership interest in the Family Limited Partnership (the "Spousal LP Interest"). F4: Includes shares indirectly held through the Spousal Trust, including (a) 199,794 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 368,106 |
Reported balance
Holding disclosure · report date 2024-09-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 368,106 F2: After the transaction, the sole general partner of the Family Limited Partnership continues to be a limited liability company (the "Family Limited Liability Company") that is wholly owned by the reporting person and his spouse and the sole limited partners of the Family Limited Partnership are (a) a trust for the reporting person and his descendants, for which the reporting person is trustee (the "Reporting Person Trust"), (b) the Spousal Trust, and (c) the reporting person's spouse through a separate limited partnership interest in the Family Limited Partnership (the "Spousal LP Interest"). F5: Includes shares indirectly held through the Reporting Person Trust, including (a) 148,348 shares held as a result of the Reporting Person Trust's limited partnership interest in the Family Limited Partnership and (b) 219,758 shares held by the Reporting Person Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: On September 30, 2024, as part of his estate planning, the reporting person made a gift of the reporting person's limited partnership interest in a family limited partnership (the "Family Limited Partnership") to a trust for the reporting person's spouse and her descendants (the "Spousal Trust"). The reporting person's spouse is trustee of the Spousal Trust.
F2: After the transaction, the sole general partner of the Family Limited Partnership continues to be a limited liability company (the "Family Limited Liability Company") that is wholly owned by the reporting person and his spouse and the sole limited partners of the Family Limited Partnership are (a) a trust for the reporting person and his descendants, for which the reporting person is trustee (the "Reporting Person Trust"), (b) the Spousal Trust, and (c) the reporting person's spouse through a separate limited partnership interest in the Family Limited Partnership (the "Spousal LP Interest").
F3: Includes (a) 70,293 shares indirectly held through the total Spousal LP Interest in the Family Limited Partnership, and (b) 4,227 shares indirectly held through the Family Limited Liability Company's general partnership interest in the Family Limited Partnership.
F4: Includes shares indirectly held through the Spousal Trust, including (a) 199,794 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.
F5: Includes shares indirectly held through the Reporting Person Trust, including (a) 148,348 shares held as a result of the Reporting Person Trust's limited partnership interest in the Family Limited Partnership and (b) 219,758 shares held by the Reporting Person Trust.
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 |
|---|---|---|---|---|---|---|
| May 17, 2017 Filed May 19, 2017 21:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 1,100 | $57.08 | $62,788.00 |
DisclosureSEC source: 0000092380-17-000106 · edgar.xml · nonDerivative · entry 18 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 514,708 Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 200 | $57.08 | $11,415.00 |
DisclosureSEC source: 0000092380-17-000106 · edgar.xml · nonDerivative · entry 17 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515,808 Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 500 | $57.07 | $28,535.50 |
DisclosureSEC source: 0000092380-17-000106 · edgar.xml · nonDerivative · entry 16 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 516,008 Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 2,800 | $57.07 | $159,796.00 |
DisclosureSEC source: 0000092380-17-000106 · edgar.xml · nonDerivative · entry 15 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 516,508 Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 200 | $57.07 | $11,413.00 |
DisclosureSEC source: 0000092380-17-000106 · edgar.xml · nonDerivative · entry 14 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519,308 Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 1,900 | $57.06 | $108,414.00 |
DisclosureSEC source: 0000092380-17-000106 · edgar.xml · nonDerivative · entry 13 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519,508 Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 25,400 | $57.06 | $1,449,197.00 |
DisclosureSEC source: 0000092380-17-000106 · edgar.xml · nonDerivative · entry 12 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 521,408 Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 3,500 | $57.05 | $199,675.00 |
DisclosureSEC source: 0000092380-17-000106 · edgar.xml · nonDerivative · entry 11 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 546,808 Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 400 | $57.04 | $22,816.40 |
DisclosureSEC source: 0000092380-17-000106 · edgar.xml · nonDerivative · entry 10 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,308 Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 1,214 | $57.04 | $69,246.56 |
DisclosureSEC source: 0000092380-17-000106 · edgar.xml · nonDerivative · entry 9 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,708 Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 100 | $57.04 | $5,703.50 |
DisclosureSEC source: 0000092380-17-000106 · edgar.xml · nonDerivative · entry 8 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 551,922 Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 1,986 | $57.03 | $113,261.58 |
DisclosureSEC source: 0000092380-17-000106 · edgar.xml · nonDerivative · entry 7 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 552,022 Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 100 | $57.03 | $5,702.50 |
DisclosureSEC source: 0000092380-17-000106 · edgar.xml · nonDerivative · entry 6 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554,008 Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 200 | $57.02 | $11,404.20 |
DisclosureSEC source: 0000092380-17-000106 · edgar.xml · nonDerivative · entry 5 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554,108 Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 900 | $57.02 | $51,318.00 |
DisclosureSEC source: 0000092380-17-000106 · edgar.xml · nonDerivative · entry 4 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554,308 Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 1,300 | $57.01 | $74,113.00 |
DisclosureSEC source: 0000092380-17-000106 · edgar.xml · nonDerivative · entry 3 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 555,208 Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 300 | $57.00 | $17,100.00 |
DisclosureSEC source: 0000092380-17-000106 · edgar.xml · nonDerivative · entry 2 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 556,508 Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:11 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 700 | $56.99 | $39,893.00 |
DisclosureSEC source: 0000092380-17-000106 · edgar.xml · nonDerivative · entry 1 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 556,808 Read SEC document |
| May 14, 2017 Filed May 16, 2017 15:19 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | Tax withholdingCommon Stock | 12,631 | $57.22 | $722,745.82 |
DisclosureSEC source: 0000092380-17-000088 · edgar.xml · nonDerivative · entry 2 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 557,508 Read SEC document |
| May 14, 2017 Filed May 16, 2017 15:19 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | Tax withholdingCommon Stock | 25,258 | $57.22 | $1,445,262.76 |
DisclosureSEC source: 0000092380-17-000088 · edgar.xml · nonDerivative · entry 1 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 570,139 Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:31 UTC | LINCOLN NATIONAL CORP LNC · Entity 3631 | GrantPhantom Stock Unit · Derivative | 614.97 | $65.45 | $40,249.79 |
DisclosureSEC source: 0001214659-17-002349 · marketforms-38498.xml · derivative · entry 1 KELLY GARY C · CIK 0001027716 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,375.63 Underlying: Common Stock · 614.97 shares Expires not disclosed F1 · derivative.exercise_price: Each Phantom Stock Unit is the equivalent of one share of LNC Common Stock. F2 · derivative.exercise_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F2 · derivative.expiration_date: Quarterly payment of board retainer and fees in shares of phantom stock accrued under the Deferred Compensation Plan for Non-Employee Directors (the "Plan"), which are payable solely in shares of the Company's common stock at resignation or retirement. The reporting person may transfer his/her Phantom Stock account into an alternative investment account at any time. F3 · balance_after: Includes 91.18 shares acquired through dividend reinvestment since the reporting person's last report. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 100 | $57.86 | $5,786.00 |
DisclosureSEC source: 0000092380-17-000052 · edgar.xml · nonDerivative · entry 15 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 595,397 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 700 | $57.81 | $40,467.00 |
DisclosureSEC source: 0000092380-17-000052 · edgar.xml · nonDerivative · entry 14 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 595,497 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 1,500 | $57.80 | $86,700.00 |
DisclosureSEC source: 0000092380-17-000052 · edgar.xml · nonDerivative · entry 13 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 596,197 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 100 | $57.80 | $5,779.50 |
DisclosureSEC source: 0000092380-17-000052 · edgar.xml · nonDerivative · entry 12 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 597,697 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 1,582 | $57.79 | $91,423.78 |
DisclosureSEC source: 0000092380-17-000052 · edgar.xml · nonDerivative · entry 11 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 597,797 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 400 | $57.79 | $23,114.00 |
DisclosureSEC source: 0000092380-17-000052 · edgar.xml · nonDerivative · entry 10 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 599,379 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 500 | $57.78 | $28,890.50 |
DisclosureSEC source: 0000092380-17-000052 · edgar.xml · nonDerivative · entry 9 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 599,779 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 500 | $57.78 | $28,890.00 |
DisclosureSEC source: 0000092380-17-000052 · edgar.xml · nonDerivative · entry 8 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,279 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 200 | $57.78 | $11,555.00 |
DisclosureSEC source: 0000092380-17-000052 · edgar.xml · nonDerivative · entry 7 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,779 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 1,067 | $57.77 | $61,640.59 |
DisclosureSEC source: 0000092380-17-000052 · edgar.xml · nonDerivative · entry 6 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,979 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 400 | $57.77 | $23,106.00 |
DisclosureSEC source: 0000092380-17-000052 · edgar.xml · nonDerivative · entry 5 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602,046 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 200 | $57.76 | $11,552.20 |
DisclosureSEC source: 0000092380-17-000052 · edgar.xml · nonDerivative · entry 4 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602,446 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 1,000 | $57.76 | $57,760.00 |
DisclosureSEC source: 0000092380-17-000052 · edgar.xml · nonDerivative · entry 3 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 602,646 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 300 | $57.75 | $17,325.00 |
DisclosureSEC source: 0000092380-17-000052 · edgar.xml · nonDerivative · entry 2 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603,646 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:40 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 100 | $57.75 | $5,774.50 |
DisclosureSEC source: 0000092380-17-000052 · edgar.xml · nonDerivative · entry 1 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603,946 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:36 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 500 | $57.74 | $28,870.00 |
DisclosureSEC source: 0000092380-17-000050 · edgar.xml · nonDerivative · entry 30 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,046 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:36 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 100 | $57.74 | $5,773.50 |
DisclosureSEC source: 0000092380-17-000050 · edgar.xml · nonDerivative · entry 29 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,546 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:36 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 100 | $57.73 | $5,773.10 |
DisclosureSEC source: 0000092380-17-000050 · edgar.xml · nonDerivative · entry 28 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,646 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:36 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 600 | $57.73 | $34,638.00 |
DisclosureSEC source: 0000092380-17-000050 · edgar.xml · nonDerivative · entry 27 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 604,746 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:36 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 100 | $57.73 | $5,772.50 |
DisclosureSEC source: 0000092380-17-000050 · edgar.xml · nonDerivative · entry 26 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605,346 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:36 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 100 | $57.72 | $5,772.10 |
DisclosureSEC source: 0000092380-17-000050 · edgar.xml · nonDerivative · entry 25 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605,446 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:36 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 1,200 | $57.72 | $69,264.00 |
DisclosureSEC source: 0000092380-17-000050 · edgar.xml · nonDerivative · entry 24 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 605,546 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:36 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 400 | $57.71 | $23,084.00 |
DisclosureSEC source: 0000092380-17-000050 · edgar.xml · nonDerivative · entry 23 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 606,746 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:36 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 100 | $57.71 | $5,770.50 |
DisclosureSEC source: 0000092380-17-000050 · edgar.xml · nonDerivative · entry 22 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 607,146 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:36 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 200 | $57.70 | $11,540.20 |
DisclosureSEC source: 0000092380-17-000050 · edgar.xml · nonDerivative · entry 21 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 607,246 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:36 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 400 | $57.70 | $23,080.00 |
DisclosureSEC source: 0000092380-17-000050 · edgar.xml · nonDerivative · entry 20 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 607,446 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:36 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 300 | $57.69 | $17,307.00 |
DisclosureSEC source: 0000092380-17-000050 · edgar.xml · nonDerivative · entry 19 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 607,846 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:36 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 300 | $57.68 | $17,304.00 |
DisclosureSEC source: 0000092380-17-000050 · edgar.xml · nonDerivative · entry 18 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608,146 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 00:36 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 100 | $57.67 | $5,767.10 |
DisclosureSEC source: 0000092380-17-000050 · edgar.xml · nonDerivative · entry 17 KELLY GARY C · CIK 0001027716 · Director · Chairman of the Board & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 608,446 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.