0000092380-24-000124.txt : 20241002 0000092380-24-000124.hdr.sgml : 20241002 20241002161643 ACCESSION NUMBER: 0000092380-24-000124 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241002 DATE AS OF CHANGE: 20241002 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: KELLY GARY C CENTRAL INDEX KEY: 0001027716 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-07259 FILM NUMBER: 241347565 MAIL ADDRESS: STREET 1: C/O SOUTHWEST AIRLINES CO STREET 2: P O BOX 36611 CITY: DALLAS STATE: TX ZIP: 75235 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: SOUTHWEST AIRLINES CO CENTRAL INDEX KEY: 0000092380 STANDARD INDUSTRIAL CLASSIFICATION: AIR TRANSPORTATION, SCHEDULED [4512] ORGANIZATION NAME: 01 Energy & Transportation IRS NUMBER: 741563240 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 2702 LOVE FIELD DR STREET 2: P O BOX 36611 CITY: DALLAS STATE: TX ZIP: 75235 BUSINESS PHONE: 2147924000 MAIL ADDRESS: STREET 1: PO BOX 36611 CITY: DALLAS STATE: TX ZIP: 75235-1611 FORMER COMPANY: FORMER CONFORMED NAME: AIR SOUTHWEST CO DATE OF NAME CHANGE: 19760108 4 1 wk-form4_1727900197.xml FORM 4 X0508 4 2024-09-30 0 0000092380 SOUTHWEST AIRLINES CO LUV 0001027716 KELLY GARY C 2702 LOVE FIELD DRIVE HDQ 4GC DALLAS TX 75235 1 1 0 0 Executive Chairman 0 Common Stock 2024-09-30 4 P 0 33921 29.52 A 146410 D Common Stock 2024-09-30 4 G 0 84212 0 D 74520 I By Family Limited Partnership Common Stock 2024-09-30 4 G 0 84212 0 A 404794 I By Family Trust 2 Common Stock 368106 I By Family Trust On September 30, 2024, as part of his estate planning, the reporting person made a gift of the reporting person's limited partnership interest in a family limited partnership (the "Family Limited Partnership") to a trust for the reporting person's spouse and her descendants (the "Spousal Trust"). The reporting person's spouse is trustee of the Spousal Trust. After the transaction, the sole general partner of the Family Limited Partnership continues to be a limited liability company (the "Family Limited Liability Company") that is wholly owned by the reporting person and his spouse and the sole limited partners of the Family Limited Partnership are (a) a trust for the reporting person and his descendants, for which the reporting person is trustee (the "Reporting Person Trust"), (b) the Spousal Trust, and (c) the reporting person's spouse through a separate limited partnership interest in the Family Limited Partnership (the "Spousal LP Interest"). Includes (a) 70,293 shares indirectly held through the total Spousal LP Interest in the Family Limited Partnership, and (b) 4,227 shares indirectly held through the Family Limited Liability Company's general partnership interest in the Family Limited Partnership. Includes shares indirectly held through the Spousal Trust, including (a) 199,794 shares held as a result of the Spousal Trust's limited partnership interest in the Family Limited Partnership and (b) 205,000 other shares held by the Spousal Trust. Includes shares indirectly held through the Reporting Person Trust, including (a) 148,348 shares held as a result of the Reporting Person Trust's limited partnership interest in the Family Limited Partnership and (b) 219,758 shares held by the Reporting Person Trust. /s/ Tim Whisler, on behalf of and as attorney-in-fact for Gary C. Kelly 2024-10-02