Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CULLEN/FROST BANKERS, INC.CFR · Entity 3533 | Director | April 29, 2026 | May 27, 2026 |
| SOUTHWEST AIRLINES COLUV · Entity 3286 | Chief Administration Officer | February 21, 2025 | February 25, 2025 |
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.
CULLEN/FROST BANKERS, INC.
Report date April 29, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,458 |
Reported balance
After 2026-04-29 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-29 · Grant · Acquired 630 · Balance 3,458 F1: Each deferred stock unit represents the right to receive one share of Cullen/Frost Bankers, Inc. common stock. F2: The deferred stock units vested on April 29, 2026. Shares will be delivered to the reporting person on the date when the reporting person experiences a separation from service with Cullen/Frost Bankers, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred stock unit represents the right to receive one share of Cullen/Frost Bankers, Inc. common stock.
F2: The deferred stock units vested on April 29, 2026. Shares will be delivered to the reporting person on the date when the reporting person experiences a separation from service with Cullen/Frost Bankers, Inc.
SOUTHWEST AIRLINES CO
Report date February 21, 2025 · Filed February 25, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 119,259 |
Reported balance
After 2025-02-21 transaction · row 1
1 source rowRow 1 · 2025-02-21 · Tax withholding · Disposed 12,853 · Balance 119,259 |
| Common StockSEC Table I · non-derivative | IndirectBy Retirement Savings Plan | 1,674 |
Reported balance
Holding disclosure · report date 2025-02-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,674 F1: Holdings reflect exempt transactions under the Issuer's Retirement Savings Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 |
|---|---|---|---|---|---|---|
| April 29, 2026 Filed May 27, 2026 17:56 UTC | CULLEN/FROST BANKERS, INC. CFR · Entity 3533 | GrantDeferred Stock Units · Derivative | 630 | $0.00 | $0.00 |
DisclosureSEC source: 0001870857-26-000002 · wk-form4_1779904563.xml · derivative · entry 1 Rutherford Linda B. · CIK 0001870857 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,458 Underlying: Common Stock · 630 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of Cullen/Frost Bankers, Inc. common stock. F2 · derivative.exercise_date: The deferred stock units vested on April 29, 2026. Shares will be delivered to the reporting person on the date when the reporting person experiences a separation from service with Cullen/Frost Bankers, Inc. F2 · derivative.expiration_date: The deferred stock units vested on April 29, 2026. Shares will be delivered to the reporting person on the date when the reporting person experiences a separation from service with Cullen/Frost Bankers, Inc. Read SEC document |
| April 30, 2025 Filed May 1, 2025 19:43 UTC | CULLEN/FROST BANKERS, INC. CFR · Entity 3533 | GrantDeferred Stock Units · Derivative | 730 | $0.00 | $0.00 |
DisclosureSEC source: 0000039263-25-000080 · wk-form4_1746128606.xml · derivative · entry 1 Rutherford Linda B. · CIK 0001870857 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,828 Underlying: Common Stock · 730 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of Cullen/Frost Bankers, Inc. common stock. F2 · derivative.exercise_date: The deferred stock units vested on April 30, 2025. Shares will be delivered to the reporting person on the date when the reporting person experiences a separation from service with Cullen/Frost Bankers, Inc. F2 · derivative.expiration_date: The deferred stock units vested on April 30, 2025. Shares will be delivered to the reporting person on the date when the reporting person experiences a separation from service with Cullen/Frost Bankers, Inc. Read SEC document |
| February 21, 2025 Filed Feb 25, 2025 22:34 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | Tax withholdingCommon Stock | 12,853 | $29.81 | $383,147.93 |
DisclosureSEC source: 0000092380-25-000049 · wk-form4_1740522870.xml · nonDerivative · entry 1 Rutherford Linda B. · CIK 0001870857 · Chief Administration Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,259 Read SEC document |
| February 10, 2025 Filed Feb 11, 2025 22:14 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 7,010 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-25-000027 · wk-form4_1739312039.xml · nonDerivative · entry 1 Rutherford Linda B. · CIK 0001870857 · Chief Administration Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,112 F1 · shares: Reflects the exempt acquisition of restricted stock units upon the satisfaction of performance criteria underlying an award of performance-based restricted stock units pursuant to the Southwest Airlines Co. Amended and Restated 2007 Equity Incentive Plan. The restricted stock units will vest on February 21, 2025, and will entitle the reporting person to one share of common stock for each restricted stock unit that vests. Read SEC document |
| February 04, 2025 Filed Feb 6, 2025 21:34 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 35,726 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-25-000021 · wk-form4_1738877635.xml · nonDerivative · entry 1 Rutherford Linda B. · CIK 0001870857 · Chief Administration Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,102 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, 2026, and will entitle the reporting person to one share of common stock for each restricted stock unit that vests. Read SEC document |
| December 06, 2024 Filed Dec 10, 2024 22:01 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 3,849 | $34.40 | $132,386.36 |
DisclosureSEC source: 0000092380-24-000176 · wk-form4_1733868077.xml · nonDerivative · entry 1 Rutherford Linda B. · CIK 0001870857 · Chief Administration Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,376 Read SEC document |
| April 24, 2024 Filed Apr 26, 2024 15:48 UTC | CULLEN/FROST BANKERS, INC. CFR · Entity 3533 | GrantDeferred Stock Units · Derivative | 727 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-048793 · ownership.xml · derivative · entry 1 Rutherford Linda B. · CIK 0001870857 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,098 Underlying: Common Stock · 727 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of Cullen/Frost Bankers, Inc. common stock. F2 · derivative.exercise_date: The deferred stock units vested on April 24, 2024. Shares will be delivered to the reporting person on the date when the reporting person experiences a separation from service with Cullen/Frost Bankers, Inc. F2 · derivative.expiration_date: The deferred stock units vested on April 24, 2024. Shares will be delivered to the reporting person on the date when the reporting person experiences a separation from service with Cullen/Frost Bankers, Inc. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 22:15 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | Tax withholdingCommon Stock | 7,671 | $34.54 | $264,956.34 |
DisclosureSEC source: 0000092380-24-000035 · wk-form4_1708726530.xml · nonDerivative · entry 1 Rutherford Linda B. · CIK 0001870857 · Chief Administration Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,225 Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:54 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 3,539 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-24-000013 · wk-form4_1706910828.xml · nonDerivative · entry 2 Rutherford Linda B. · CIK 0001870857 · Chief Administration Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,896 F2 · shares: Reflects the exempt acquisition of restricted stock units upon the satisfaction of performance criteria underlying an award of performance-based restricted stock units pursuant to the Southwest Airlines Co. Amended and Restated 2007 Equity Incentive Plan. The restricted stock units will vest on February 21, 2024, and will entitle the reporting person to one share of common stock for each restricted stock unit that vests. Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 21:54 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 36,802 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-24-000013 · wk-form4_1706910828.xml · nonDerivative · entry 1 Rutherford Linda B. · CIK 0001870857 · Chief Administration Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,357 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, 2025, and will entitle the reporting person to one share of common stock for each restricted stock unit that vests. Read SEC document |
| August 21, 2023 Filed Aug 22, 2023 20:54 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GiftCommon Stock | 960 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-016983 · form4.xml · nonDerivative · entry 1 Rutherford Linda B. · CIK 0001870857 · Chief Admin & Comm. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,555 Read SEC document |
| April 26, 2023 Filed Apr 28, 2023 15:59 UTC | CULLEN/FROST BANKERS, INC. CFR · Entity 3533 | GrantDeferred Stock Units · Derivative | 773 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025982 · doc4.xml · derivative · entry 1 Rutherford Linda B. · CIK 0001870857 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,371 Underlying: Common Stock · 773 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of Cullen/Frost Bankers, Inc. common stock. F2 · derivative.exercise_date: The deferred stock units vested on April 26, 2023. Shares will be delivered to the reporting person on the date when the reporting person experiences a separation from service with Cullen/Frost Bankers, Inc. F2 · derivative.expiration_date: The deferred stock units vested on April 26, 2023. Shares will be delivered to the reporting person on the date when the reporting person experiences a separation from service with Cullen/Frost Bankers, Inc. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 22:17 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | Tax withholdingCommon Stock | 3,176 | $33.76 | $107,221.76 |
DisclosureSEC source: 0001062993-23-004591 · form4.xml · nonDerivative · entry 1 Rutherford Linda B. · CIK 0001870857 · Chief Admin & Comm. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,515 Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 22:04 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 28,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-002156 · form4.xml · nonDerivative · entry 1 Rutherford Linda B. · CIK 0001870857 · Chief Admin & Comm. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,691 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, 2024, and will entitle the reporting person to one share of common stock for each restricted stock unit that vests. Read SEC document |
| April 27, 2022 Filed Apr 29, 2022 19:11 UTC | CULLEN/FROST BANKERS, INC. CFR · Entity 3533 | GrantDeferred Stock Units · Derivative | 598 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-026201 · doc4.xml · derivative · entry 1 Rutherford Linda B. · CIK 0001870857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598 Underlying: Common Stock · 598 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents the right to receive one share of Cullen/Frost Bankers, Inc. common stock. F2 · derivative.exercise_date: The deferred stock units vested on April 27, 2022. Shares will be delivered to the reporting person on the date when the reporting person experiences a separation from service with Cullen/Frost Bankers, Inc. F2 · derivative.expiration_date: The deferred stock units vested on April 27, 2022. Shares will be delivered to the reporting person on the date when the reporting person experiences a separation from service with Cullen/Frost Bankers, Inc. Read SEC document |
| February 21, 2022 Filed Feb 23, 2022 16:51 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | 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 01, 2022 Filed Feb 2, 2022 23:04 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | 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 | SOUTHWEST AIRLINES CO LUV · Entity 3286 | 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.