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Insider Information:   Wright Laura
Relationship:   Director
City:   Dallas
State:   TX
   
Insider Summary:
  
   
Companies Owned :   6    
Direct Shares   415,290    

Indirect Shares

  8,630      
Direct Value   $12,883,229    

Indirect Value

  $244,747      
Total Shares   423,920      
Total Value   $13,127,975      


Southwest Airlines Co
 $6,267,475 Pebblebrook Hotel Trust
 $305,182 CMS Energy Corp
 $2,450,066 Te Connectivity Ltd
 $2,451,370 Spirit AeroSystems Holdings Inc
 $965,588 Joby Aviation, Inc
 $443,548 Southwest Airlines Co
 $6,267,475 Pebblebrook Hotel Trust
 $305,182 CMS Energy Corp
 $2,450,066 Te Connectivity Ltd
 $2,451,370 Spirit AeroSystems Holdings Inc
 $965,588 Joby Aviation, Inc
 $443,548
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Southwest Airlines Co LUV SR VP FINANCE & CFO 2012-05-19 220,997 2012-05-19 8,630    Premium*  
            Pebblebrook Hotel Trust PEB Director 2019-01-01 22,003 0    Premium*  
            CMS Energy Corp CMS Director 2024-05-03 41,143 2013-05-17 0    Premium*  
            Te Connectivity Ltd TEL Director 2023-12-12 16,913 2014-03-05 0    Premium*  
            Spirit AeroSystems Holdings Inc SPR Director 2024-05-06 28,772 2018-02-20 0    Premium*  
            Joby Aviation, Inc JOBY Director 2024-06-14 85,462 2022-04-05 0    Premium*  
* Premium Members only  

Records found :    88         Free Registration Required For Full Results.    Limit: 25

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  Page 4 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
CMS CMS Energy Corp Director   –       •      –    2024-05-03 4 A $0.00 $0 D/D 2,843 41,143 0 -
LUV Southwest Airlines Co Chief Financial Officer   •       –      –    2007-08-10 4 OE $7.27 $177,263 D/D 21,931 48,686 0 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2008-08-18 4 OE $8.20 $234,561 D/D 28,605 55,942 0 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2010-05-19 4 A $0.00 $0 D/D 30,000 60,945 0 -
JOBY Joby Aviation, Inc Director   –       •      –    2023-06-10 4 OE $0.00 $0 D/D 27,574 62,906 0 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2011-05-25 4 S $11.90 $271,464 D/D (22,811) 80,489 0 -
JOBY Joby Aviation, Inc Director   –       •      –    2024-06-14 4 OE $0.00 $0 D/D 22,556 85,462 0 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2011-05-19 4 D $12.40 $32,798 D/D (2,645) 88,300 0 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2011-05-18 4 A $0.00 $0 D/D 30,000 90,945 0 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2011-05-25 4 OE $6.75 $101,250 D/D 15,000 95,489 0 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2012-05-19 4 D $8.15 $21,557 D/D (2,645) 220,997 0 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2012-05-18 4 D $8.15 $21,557 D/D (2,645) 223,642 0 -
LUV Southwest Airlines Co SR VP FINANCE & CFO   •       –      –    2012-05-16 4 A $0.00 $0 D/D 145,798 226,287 0 -

  88  Records found
  1   2   3   4     
  Page 4 of 4  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed