Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHWEST AIRLINES COLUV · Entity 3286 | Director | May 07, 2026 | May 11, 2026 |
| TEXTRON INCTXT · Entity 3391 | Director · President and CEO | March 01, 2026 | March 03, 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 May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,648 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 4,108 · Balance 15,648 |
TEXTRON INC
Report date March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,051 |
Ending reported balance
After 2026-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-01 · Grant · Acquired 27,118 · Balance 54,059 Row 2 · 2026-03-01 · Tax withholding · Disposed 2,008 · Balance 52,051 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $98.65 · Expires 2036-03-01 | Direct | 92,593 |
Reported balance
After 2026-03-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-01 · Grant · Acquired 92,593 · Balance 92,593 F2: Issued pursuant to the Textron Inc. 2024 Long-Term Incentive Plan. F1: The option vests in three (3) equal annual installments beginning on March 1, 2027. |
| Common StockSEC Table I · non-derivative | IndirectHeld on behalf of Reporting Person by the Textron Savings Plan (as of 03/01/2026) | 2,458.716 |
Reported balance
Holding disclosure · report date 2026-03-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,458.716 |
Filing footnotes · ownership attribution and instrument terms
F1: The option vests in three (3) equal annual installments beginning on March 1, 2027.
F2: Issued pursuant to the Textron Inc. 2024 Long-Term Incentive 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 |
|---|---|---|---|---|---|---|
| May 07, 2026 Filed May 11, 2026 20:51 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 4,108 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-26-000052 · wk-form4_1778532695.xml · nonDerivative · entry 1 Atherton Lisa M · CIK 0002020959 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,648 Read SEC document |
| April 07, 2026 Filed Apr 8, 2026 20:03 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | SaleCommon Stock | 118 | $37.95 | $4,478.10 |
DisclosureSEC source: 0000092380-26-000039 · wk-form4_1775678609.xml · nonDerivative · entry 2 Atherton Lisa M · CIK 0002020959 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:07 UTC | TEXTRON INC TXT · Entity 3391 | GrantEmployee Stock Option (Right to Buy) · Derivative | 92,593 | $0.00 Strike: $98.65 | $0.00 |
DisclosureSEC source: 0002020959-26-000006 · wk-form4_1772575630.xml · derivative · entry 4 Atherton Lisa M · CIK 0002020959 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,593 Underlying: Common Stock · 92,593 shares Expires 2036-03-01 F2 · price: Issued pursuant to the Textron Inc. 2024 Long-Term Incentive Plan. F1 · derivative.exercise_date: The option vests in three (3) equal annual installments beginning on March 1, 2027. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:07 UTC | TEXTRON INC TXT · Entity 3391 | Tax withholdingCommon Stock | 2,008 | $98.65 | $198,089.20 |
DisclosureSEC source: 0002020959-26-000006 · wk-form4_1772575630.xml · nonDerivative · entry 2 Atherton Lisa M · CIK 0002020959 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,051 Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 22:07 UTC | TEXTRON INC TXT · Entity 3391 | GrantCommon Stock | 27,118 | $0.00 | $0.00 |
DisclosureSEC source: 0002020959-26-000006 · wk-form4_1772575630.xml · nonDerivative · entry 1 Atherton Lisa M · CIK 0002020959 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,059 Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 22:39 UTC | TEXTRON INC TXT · Entity 3391 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,600 | Not disclosed Strike: $34.50 | Not disclosed |
DisclosureSEC source: 0002020959-26-000004 · wk-form4_1771454389.xml · derivative · entry 5 Atherton Lisa M · CIK 0002020959 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,600 shares Expires 2026-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Issued pursuant to the Textron Inc. 2015 Long-Term Incentive Plan. F1 · derivative.exercise_date: The options vested in three (3) equal annual installments beginning on March 1, 2017 Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 22:39 UTC | TEXTRON INC TXT · Entity 3391 | GiftCommon Stock | 2,532 | $0.00 | $0.00 |
DisclosureSEC source: 0002020959-26-000004 · wk-form4_1771454389.xml · nonDerivative · entry 3 Atherton Lisa M · CIK 0002020959 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,941 Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 22:39 UTC | TEXTRON INC TXT · Entity 3391 | SaleCommon Stock | 7,600 | $98.68 | $749,968.00 |
DisclosureSEC source: 0002020959-26-000004 · wk-form4_1771454389.xml · nonDerivative · entry 2 Atherton Lisa M · CIK 0002020959 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,473 Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 22:39 UTC | TEXTRON INC TXT · Entity 3391 | Exercise / conversionCommon Stock | 7,600 | $34.50 | $262,200.00 |
DisclosureSEC source: 0002020959-26-000004 · wk-form4_1771454389.xml · nonDerivative · entry 1 Atherton Lisa M · CIK 0002020959 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,073 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 14, 2025 Filed May 16, 2025 21:30 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 5,418 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-25-000113 · wk-form4_1747431018.xml · nonDerivative · entry 1 Atherton Lisa M · CIK 0002020959 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,540 Read SEC document |
| January 30, 2025 Filed Mar 10, 2025 21:34 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | PurchaseCommon Stock | 118 | $31.28 | $3,691.04 |
DisclosureSEC source: 0000092380-25-000056 · wk-form4_1741642452.xml · nonDerivative · entry 1 Atherton Lisa M · CIK 0002020959 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 118 Read SEC document |
| May 15, 2024 Filed May 16, 2024 19:35 UTC | SOUTHWEST AIRLINES CO LUV · Entity 3286 | GrantCommon Stock | 6,122 | $0.00 | $0.00 |
DisclosureSEC source: 0000092380-24-000079 · wk-form4_1715888102.xml · nonDerivative · entry 1 Atherton Lisa M · CIK 0002020959 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,122 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.