Welcome to our dedicated page for Southwest Airls Co SEC filings (Ticker: LUV), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Southwest Airlines Co. filings document the operating results, governance, capital structure, and material events of a New York Stock Exchange-listed airline. Its 8-K reports furnish quarterly earnings releases, Regulation FD outlook updates, board changes, and material agreements connected to financing and operating performance.
The company’s regulatory record also includes proxy materials covering director elections, executive compensation, shareholder voting matters, and board governance. Financing-related filings describe senior debt securities, indenture terms, secured credit facilities, aircraft-related collateral, registered common stock, and other obligations that affect Southwest’s capital structure and risk disclosures.
Southwest Airlines Co. entered into an amendment to its senior secured term loan facility, adding $1.0 billion of incremental term loans and increasing total outstanding term loans under the facility to $1.5 billion.
The amended term loans mature on March 11, 2029, bear interest on substantially the same terms as the original agreement, and may be prepaid at any time without premium or penalty, although repaid amounts cannot be reborrowed. The obligations are secured by a pool of aircraft and related assets, subject to a minimum collateral coverage ratio and flexibility to add, remove, or replace collateral if that ratio is maintained.
The amendment also updates the uncommitted incremental feature to permit up to an additional $1.0 billion of future incremental term loan commitments under the same credit agreement, while the company’s existing revolving credit facility remains unchanged.
Southwest Airlines Co. reported a Schedule 13G/A showing PRIMECAP MANAGEMENT CO/CA/ beneficially owns $0 — actually 47,069,495 shares representing 9.58% of common stock as disclosed in the filing. The filing states PRIMECAP has sole voting power for 46,915,716 shares and sole dispositive power for 47,069,495 shares. The Schedule 13G/A, signed by the filer’s Deputy Chief Compliance Officer on 05/12/2026, lists Vanguard PRIMECAP Fund as an entity holding more than 5% on behalf of others.
Southwest Airlines Co. director Douglas H. Brooks reported a stock award and the wind-up of prior family trust gifts. He received a grant of 4,108 shares of common stock at no cost, bringing his directly owned holdings to 84,223 shares.
Two grantor retained annuity trusts associated with Brooks each transferred 1,836 shares to his children when they terminated on December 2, 2025, for a total of 3,672 gifted shares. Remaining trust shares, including those from a dividend reinvestment plan, had previously been distributed to Brooks and are included in his direct ownership.
Breber Pierre R reported acquisition or exercise transactions in this Form 4 filing.
Southwest Airlines Co. director Pierre R. Breber reported updated share holdings. On May 7, 2026, he received a grant of 4,108 shares of common stock at no cost as a compensation-related award. After this grant, he owns 13,537 shares directly.
The filing also shows 44,000 shares of common stock held indirectly through a family trust. No open-market purchases or sales were reported, so the activity reflects equity compensation and existing indirect holdings rather than trading in Southwest Airlines stock.
Feinberg Sarah reported acquisition or exercise transactions in this Form 4 filing.
Southwest Airlines director Sarah Feinberg reported a new stock grant. On May 7, 2026, she received an award of 4,108 shares of Southwest Airlines common stock at a stated price of $0.00 per share, reflecting compensation rather than an open-market purchase.
Following this award, Feinberg directly owns 18,337 shares of common stock. The filing also reports an additional 268 shares held indirectly through her domestic partner, showing a small separate holding classified as indirect ownership.
FORNARO ROBERT L reported acquisition or exercise transactions in this Form 4 filing.
Southwest Airlines Co. director Robert L. Fornaro received a grant of 4,108 shares of Common Stock as compensation. The award was recorded at a price of $0.00 per share, indicating it was a non-cash equity grant rather than a market purchase. Following this grant, Fornaro directly holds 13,537 shares of Southwest Airlines Common Stock.
Southwest Airlines Co. director David Grissen reported receiving a grant of 4,108 shares of Southwest common stock on May 7, 2026. The shares were acquired at a stated price of $0.00 per share, indicating a compensation-related award rather than an open-market purchase. Following this grant, Grissen directly holds 13,537 shares of Southwest common stock, reflecting his updated equity stake as a board member.
Hess David P reported acquisition or exercise transactions in this Form 4 filing.
Southwest Airlines director David P. Hess received a grant of 4,108 shares of common stock on May 7, 2026, at no cash cost per share. This compensation-related award increased his direct holdings to 32,682 shares, reflecting routine equity-based pay rather than an open-market purchase.
Southwest Airlines Co. director Christopher P. Reynolds received a grant of 4,108 shares of common stock. The award was recorded at no per-share cost on May 7, 2026. Following this compensation-related acquisition, Reynolds directly holds a total of 28,440 Southwest Airlines common shares.
Watson Patricia A reported acquisition or exercise transactions in this Form 4 filing.
Southwest Airlines Co. director Patricia A. Watson reported a stock grant from the company. On a Form 4 dated May 7, 2026, she received 4,108 shares of Southwest common stock as a compensation-related grant at a price of $0.00 per share.
After this award, Watson directly holds 20,769 shares of Southwest common stock. The filing also shows 1,279 shares held indirectly by her spouse, reflecting a separate indirect ownership position. These entries represent equity compensation and updated ownership, not open-market buying or selling.