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.
The Southwest Airlines Co. (NYSE: LUV) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a public company in the Scheduled Passenger Air Transportation industry, Southwest uses these filings to report material events, financial results, capital markets transactions, and other information relevant to shareholders and bondholders.
Among the key documents are Form 10-K annual reports and Form 10-Q quarterly reports, which detail Southwest’s operating performance, risk factors, and management discussion and analysis. Investors can also review Form 8-K current reports, where Southwest discloses items such as earnings releases, updates to earnings expectations, new debt offerings, share repurchase authorizations, and other material definitive agreements. For example, recent 8-K filings describe the pricing and completion of senior notes offerings and revisions to projected earnings before interest and taxes (EBIT) in response to changes in demand and fuel costs.
This page also surfaces other SEC exhibits referenced in Southwest’s 8-Ks, such as underwriting agreements and forms of notes related to debt issuances. While insider trading reports on Form 4 and proxy statements on Schedule 14A are not summarized in the text above, they are part of the broader SEC record that investors often consult to understand executive share transactions and governance matters.
Stock Titan enhances these filings with AI-powered summaries that help explain complex legal and financial language, highlight key terms in lengthy documents like 10-Ks and 10-Qs, and point out notable changes across reporting periods. Real-time updates from EDGAR ensure that new Southwest filings appear promptly, allowing users to track capital structure changes, performance disclosures, and other regulatory information related to LUV without reading every line of the original documents.
Southwest Airlines Co: The Vanguard Group filed Amendment No. 13 to its Schedule 13G/A reporting 0 shares and 0% ownership of Southwest common stock.
The amendment states Vanguard completed an internal realignment on January 12, 2026, after which certain subsidiaries report beneficial ownership separately and Vanguard no longer is deemed to beneficially own securities held by those subsidiaries. The filing is signed on March 27, 2026.
Southwest Airlines Co. has released its 2026 proxy statement for a fully virtual annual meeting on May 7, 2026 at 4:00 p.m. Central Daylight Time. Shareholders of record at the close of business on March 11, 2026 may vote online, by phone, or by mail.
Investors are asked to elect eleven directors, approve an advisory vote on named executive officer compensation, and ratify Ernst & Young LLP as independent auditor for the fiscal year ending December 31, 2026. The board highlights strong governance features, including an independent chair, 9 of 11 directors deemed independent, annual elections by majority vote, proxy access, and robust share ownership and clawback policies, while prohibiting hedging and pledging of company stock.
The proxy emphasizes significant recent transformation, including assigned seating and new fare products, and reports roughly 25 percent total shareholder return in 2025. The company returned $2.9 billion to shareholders in 2025, including $2.6 billion of share repurchases representing approximately 14% of shares outstanding, while maintaining an investment-grade credit rating. Executive pay is described as heavily performance-based, with over 80% of 2025 CEO target compensation in equity, and the 2025 say-on-pay resolution received about 94 percent support.
Southwest Airlines executive Anthony Roach reported a routine tax-related share disposition. As EVP Customer & Brand, he had 2,179 shares of Common Stock withheld at a price of $39.41 per share to cover tax obligations by delivering securities, a non-market transaction.
After this tax-withholding event, Roach directly holds 63,672.543 shares of Southwest Airlines common stock. He also has an additional 79 shares held indirectly through a Retirement Savings Plan, where plan-related holdings are described as exempt transactions.
Southwest Airlines EVP and CFO Tom Doxey reported a routine tax-related share disposition. On this Form 4, 11,447 shares of Southwest common stock were withheld at $39.41 per share to cover tax obligations. After this transaction, he directly holds 104,800 shares of the company’s stock.
Southwest Airlines Co. CEO and President Robert E. Jordan received a grant of 92,867 restricted stock units under the company’s Amended and Restated 2007 Equity Incentive Plan. These units vest in three equal annual installments beginning on March 21, 2027, each vesting unit converting into one common share.
After this award, Jordan directly holds 505,734 shares of common stock, and an additional 113,797 shares are held indirectly through the issuer’s Retirement Savings Plan, reflecting exempt plan-related holdings rather than open-market transactions.
Southwest Airlines Co. Principal Accounting Officer Jimmy Ryan Martinez received a grant of 7,294 restricted stock units tied to the company’s common stock. The award was granted at no cash cost to him under the Amended and Restated 2007 Equity Incentive Plan.
The restricted stock units will vest in three equal annual installments beginning on March 21, 2027, with each vested unit converting into one share of common stock. After this grant, Martinez directly holds 25,423 shares of common stock, and indirectly holds 938 shares through a Retirement Savings Plan.
Southwest Airlines Chief Operating Officer Andrew M. Watterson received a grant of 35,092 shares of common stock as an equity award. The award was granted at no cash cost to him and is structured as restricted stock units that convert into one share each as they vest.
The units will vest in three equal annual installments beginning on March 21, 2027. After this grant, Watterson holds 206,845 shares of common stock directly and an additional 18,105 shares indirectly through the company’s Retirement Savings Plan, reflecting a routine compensation-related increase in ownership.
Southwest Airlines Co. EVP & CIO Lauren Tauscher Woods reported an acquisition of company equity as part of her compensation. She received a grant of 18,950 restricted stock units under the Southwest Airlines Co. Amended and Restated 2007 Equity Incentive Plan, with no cash paid per unit.
The restricted stock units will vest in three equal annual installments beginning on March 21, 2027, and each vested unit will convert into one share of common stock. Following this award, Woods' directly held common stock position reported in this filing is 49,060.216 shares, illustrating her ongoing equity stake in the company.
Southwest Airlines executive vice president of operations Justin Jones reported an acquisition of 23,863 shares of common stock in the form of restricted stock units granted at no cash cost. After this grant, he holds 77,216 shares directly.
The award was made under the Southwest Airlines Co. Amended and Restated 2007 Equity Incentive Plan. These restricted stock units will vest in three equal annual installments beginning on March 21, 2027, and each vested unit will convert into one share of common stock.