Insider · CIK 0001027716

KELLY GARY C

Reports to the SEC for 3 companies · RADNOR, PA

sec.gov

Transactions

Companies

Filings

CIK

0001027716

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-09-30	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+1,117.73 sh	$40.26	+$45K	115,595.67
2026-08-12	LNCLINCOLN NATIONAL CORPS Sale	Director	SSale	−15K sh	$26.50	−$398K	0
2026-06-30	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+1,272.98 sh	$35.35	+$45K	113,371.04
2026-03-31	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+1,267.61 sh	$35.50	+$45K	110,769.88
2026-02-13	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitI Discretionary Transaction	Director	IDiscretionary Transaction	+35.5K sh	$40.88	+$1.45M	109,502.27
2025-12-31	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+1,010.55 sh	$44.53	+$45K	73,249.87
2025-09-30	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+1,115.79 sh	$40.33	+$45K	71,447.41
2025-06-30	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+1,300.58 sh	$34.60	+$45K	69,483.56
2025-03-31	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+1,253.13 sh	$35.91	+$45K	67,236.58
2024-12-31	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+1,419.11 sh	$31.71	+$45K	65,119.29
2024-09-30	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+1,428.12 sh	$31.51	+$45K	62,856.34
2024-09-30	LUVSOUTHWEST AIRLINES COG Gift	Director, Executive Chairman	GGift	+84.2K sh	—	—	404,794
2024-09-30	LUVSOUTHWEST AIRLINES COG Gift	Director, Executive Chairman	GGift	−84.2K sh	—	—	74,520
2024-09-30	LUVSOUTHWEST AIRLINES COP Purchase	Director, Executive Chairman	PPurchase	+33.9K sh	$29.52	+$1M	146,410
2024-06-30	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+1,446.95 sh	$31.10	+$45K	60,626.99
2024-04-30	LUVSOUTHWEST AIRLINES COG Gift	Director, Executive Chairman	GGift	+90.8K sh	—	—	158,732
2024-04-30	LUVSOUTHWEST AIRLINES COG Gift	Director, Executive Chairman	GGift	−120K sh	—	—	112,489
2024-04-30	LUVSOUTHWEST AIRLINES COG Gift	Director, Executive Chairman	GGift	+16.5K sh	—	—	368,106
2024-04-30	LUVSOUTHWEST AIRLINES COG Gift	Director, Executive Chairman	GGift	+12.9K sh	—	—	320,582
2024-03-31	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+1,409.33 sh	$31.93	+$45K	58,233.67
2024-02-21	LUVSOUTHWEST AIRLINES COF Tax Payment	Director, Executive Chairman	FTax Payment	−29.7K sh	$34.54	−$1.02M	232,622
2024-01-31	LUVSOUTHWEST AIRLINES COA Award	Director, Executive Chairman	AAward	+22.7K sh	—	—	262,281
2024-01-31	LUVSOUTHWEST AIRLINES COA Award	Director, Executive Chairman	AAward	+63.6K sh	—	—	239,545
2023-12-29	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+1,529.48 sh	$26.97	+$41.3K	55,876.91
2023-09-30	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+1,670.72 sh	$24.69	+$41.3K	53,230.2
2023-06-30	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+1,601.32 sh	$25.76	+$41.3K	50,751.62
2023-05-11	LNCLINCOLN NATIONAL CORPP Purchase	Director	PPurchase	+7,837.984 sh	$25.52	+$200K	15,006.55
2023-03-31	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+1,835.78 sh	$22.47	+$41.2K	48,150.86
2023-02-21	LUVSOUTHWEST AIRLINES COF Tax Payment	Director, Executive Chairman	FTax Payment	−22.8K sh	$33.76	−$770K	175,978
2023-02-16	LNCLINCOLN NATIONAL CORPP Purchase	Director	PPurchase	+7,168.566 sh	$27.90	+$200K	7,168.566
2023-02-01	LUVSOUTHWEST AIRLINES COA Award	Director, Executive Chairman	AAward	+53.3K sh	—	—	198,778
2022-12-30	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+1,342.77 sh	$30.72	+$41.2K	45,718.23
2022-11-29	LUVSOUTHWEST AIRLINES COG Gift	Director, Executive Chairman	GGift	−3,200 sh	—	—	145,452
2022-09-30	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+939.42 sh	$43.91	+$41.2K	44,008.45
2022-06-30	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+881.98 sh	$46.77	+$41.3K	42,691.6
2022-05-03	LUVSOUTHWEST AIRLINES COG Gift	Director, Executive Chairman	GGift	−10.4K sh	—	—	148,652
2022-03-31	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+631.12 sh	$65.36	+$41.3K	41,504.05
2022-02-21	LUVSOUTHWEST AIRLINES COF Tax Payment	Director, Executive Chairman	FTax Payment	−25.5K sh	$45.98	−$1.17M	159,021
2022-02-01	LUVSOUTHWEST AIRLINES COA Award	Director, Executive Chairman	AAward	+40.1K sh	—	—	184,511
2021-12-31	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+604.31 sh	$68.26	+$41.3K	40,616.12
2021-09-30	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+600 sh	$68.75	+$41.3K	39,786.3
2021-06-30	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+656.43 sh	$62.84	+$41.3K	38,917.42
2021-04-06	LUVSOUTHWEST AIRLINES COG Gift	Director, Executive Chairman	GGift	−56K sh	—	—	144,394
2021-04-06	LUVSOUTHWEST AIRLINES COG Gift	Director, Executive Chairman	GGift	+1,190 sh	—	—	307,718
2021-04-06	LUVSOUTHWEST AIRLINES COG Gift	Director, Executive Chairman	GGift	+1,528 sh	—	—	351,596
2021-04-06	LUVSOUTHWEST AIRLINES COG Gift	Director, Executive Chairman	GGift	+53.3K sh	—	—	67,973
2021-03-31	LNCLINCOLN NATIONAL CORP · Phantom Stock UnitA Award	Director	AAward	+662.44 sh	$62.27	+$41.3K	38,013.92
2021-03-01	LUVSOUTHWEST AIRLINES COG Gift	Director, Executive Chairman	GGift	−8,578 sh	—	—	200,394
2021-02-21	LUVSOUTHWEST AIRLINES COF Tax Payment	Director, Executive Chairman	FTax Payment	−46.9K sh	$52.81	−$2.47M	208,972
2021-02-03	LUVSOUTHWEST AIRLINES COA Award	Director, Executive Chairman	AAward	+65.3K sh	—	—	179,296

Recent filings

Accepted (ET)
Oct 24
KELLY GARY C0001214659-26-012485
SEC(opens sec.gov)
Aug 144
KELLY GARY C0001214659-26-010421
SEC(opens sec.gov)
Jul 24
KELLY GARY C0001214659-26-008108
SEC(opens sec.gov)
Apr 24
KELLY GARY C0001214659-26-004248
SEC(opens sec.gov)
Feb 174
KELLY GARY C0001214659-26-002034
SEC(opens sec.gov)
Jan 54
KELLY GARY C0001214659-26-000117
SEC(opens sec.gov)
Oct 24
KELLY GARY C0001214659-25-014537
SEC(opens sec.gov)
Jul 24
KELLY GARY C0001214659-25-010005
SEC(opens sec.gov)
Apr 24
KELLY GARY C0001214659-25-005298
SEC(opens sec.gov)
Jan 24
KELLY GARY C0001214659-25-000049
SEC(opens sec.gov)
Oct 24
KELLY GARY C0000092380-24-000124
SEC(opens sec.gov)
Oct 24
KELLY GARY C0001214659-24-017050
SEC(opens sec.gov)
Jul 14
KELLY GARY C0001214659-24-011750
SEC(opens sec.gov)
May 24
KELLY GARY C0000092380-24-000060
SEC(opens sec.gov)
Apr 24
KELLY GARY C0001214659-24-005867
SEC(opens sec.gov)

Companies

Address

150. N. RADNOR-CHESTER ROAD

RADNOR, PA, 19087