Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| LINCOLN NATIONAL CORP | 109,502.27 | reported | 13 Feb 2026 | tx 88+146,899.33−37,080 |
| SOUTHWEST AIRLINES CO | 74,520 | reported | 30 Sept 2024 | tx 554+4,279,350−3,660,000 |
| JEFFERSON PILOT CORP | 0 | reported | 03 Apr 2006 | tx 2+5,625−9,213 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Feb 2026 | OTHER | LINCOLN NATIONAL CORP | 35,474.99 | 40.88 USD | deriv |
| 31 Dec 2025 | GRANT_AWARD | LINCOLN NATIONAL CORP | 1,010.55 | 44.53 USD | deriv |
| 30 Sept 2025 | GRANT_AWARD | LINCOLN NATIONAL CORP | 1,115.79 | 40.33 USD | deriv |
| 30 Jun 2025 | GRANT_AWARD | LINCOLN NATIONAL CORP | 1,300.58 | 34.60 USD | deriv |
| 31 Mar 2025 | GRANT_AWARD | LINCOLN NATIONAL CORP | 1,253.13 | 35.91 USD | deriv |
| 31 Dec 2024 | GRANT_AWARD | LINCOLN NATIONAL CORP | 1,419.11 | 31.71 USD | deriv |
| 30 Sept 2024 | PURCHASE | SOUTHWEST AIRLINES CO | 33,921 | 29.52 USD | first after silence |
| 30 Sept 2024 | GIFT | SOUTHWEST AIRLINES CO | 84,212 | 0.00 USD | |
| 30 Sept 2024 | GIFT | SOUTHWEST AIRLINES CO | 84,212 | 0.00 USD | |
| 30 Sept 2024 | GRANT_AWARD | LINCOLN NATIONAL CORP | 1,428.12 | 31.51 USD | deriv |
| 30 Jun 2024 | GRANT_AWARD | LINCOLN NATIONAL CORP | 1,446.95 | 31.10 USD | deriv |
| 30 Apr 2024 | GIFT | SOUTHWEST AIRLINES CO | 90,759 | 0.00 USD | |
| 30 Apr 2024 | GIFT | SOUTHWEST AIRLINES CO | 120,133 | 0.00 USD | |
| 30 Apr 2024 | GIFT | SOUTHWEST AIRLINES CO | 16,510 | 0.00 USD | |
| 30 Apr 2024 | GIFT | SOUTHWEST AIRLINES CO | 12,864 | 0.00 USD | |
| 31 Mar 2024 | GRANT_AWARD | LINCOLN NATIONAL CORP | 1,409.33 | 31.93 USD | deriv |
| 21 Feb 2024 | TAX_WITHHOLDING | SOUTHWEST AIRLINES CO | 29,659 | 34.54 USD | |
| 31 Jan 2024 | GRANT_AWARD | SOUTHWEST AIRLINES CO | 63,567 | 0.00 USD | |
| 31 Jan 2024 | GRANT_AWARD | SOUTHWEST AIRLINES CO | 22,736 | 0.00 USD | |
| 29 Dec 2023 | GRANT_AWARD | LINCOLN NATIONAL CORP | 1,529.48 | 26.97 USD | deriv |
| 30 Sept 2023 | GRANT_AWARD | LINCOLN NATIONAL CORP | 1,670.72 | 24.69 USD | deriv |
| 30 Jun 2023 | GRANT_AWARD | LINCOLN NATIONAL CORP | 1,601.32 | 25.76 USD | deriv |
| 11 May 2023 | PURCHASE | LINCOLN NATIONAL CORP | 7,837.98 | 25.52 USD | |
| 31 Mar 2023 | GRANT_AWARD | LINCOLN NATIONAL CORP | 1,835.78 | 22.47 USD | deriv |
| 21 Feb 2023 | TAX_WITHHOLDING | SOUTHWEST AIRLINES CO | 22,800 | 33.76 USD |
4 purchases reported after at least 12 months of silence — most recent on 30 Sept 2024.