| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| LUV | SOUTHWEST AIRLINES CO | Executive Chairman, Director | $29.3M | Sep 30, 2024 | ||
| LNC, LNC-PD | LINCOLN NATIONAL CORP | Director | $2.88M | Sep 30, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|