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 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.
Southwest Airlines executive vice president and chief financial officer Tom Doxey received a grant of 28,199 shares of common stock in the form of restricted stock units 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, with each vested unit converting into one share of common stock. Following this award, Doxey directly holds 116,247 shares of Southwest Airlines common stock.
Southwest Airlines Co executive Anthony Roach, EVP Customer & Brand, received a grant of 22,058 shares of Common Stock as a compensation award. The award is in the form of restricted stock units under the Southwest Airlines Co. 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, Roach directly holds 65,851.543 shares and indirectly holds 79 shares through a Retirement Savings Plan.
Southwest Airlines Co. entered a new $500 million senior secured term loan credit facility that was fully drawn on March 11, 2026. The term loan matures on March 11, 2029 and can be prepaid at any time without premium or penalty, though amounts repaid cannot be reborrowed.
The facility carries interest based on Term SOFR plus 1.10% per year or an Alternate Base Rate plus 0.10% per year, each with stated floors. It is secured by a pool of aircraft and related assets, with a required minimum collateral coverage ratio and flexibility to adjust the collateral pool, and it sits alongside an existing revolving credit facility that was not amended.
LUV filed an amended Form 144/A reporting a proposed sale of 10,000 Common shares via Charles Schwab & Co on 02/25/2026. The filing lists two equity compensation lots: 4,011 shares dated 11/21/2024 and 5,989 shares dated 08/09/2024.
The form includes a numeric entry of $498,000.00 and identifies the marketplace as NYSE. The submission is an amendment to a prior Form 144 filing.
LUV reported a proposed sale of 10,000 common shares via a Form 144. The filing lists an aggregate amount of $498,000.00 and identifies Charles Schwab & Co as the broker and NYSE as the market, with a filing date of 02/25/2026.
The form also lists two equity compensation entries dated 11/21/2024 (4,011) and 08/09/2024 (5,989) in the securities table. These appear as line items under “Securities To Be Sold.”
Southwest Airlines executive Justin Jones reported a tax-related share disposition. On this Form 4, the EVP Operations transferred 8,507 shares of common stock at $52.09 per share to cover tax withholding obligations. After this non-market transaction, he directly holds 53,353 Southwest Airlines shares.
Southwest Airlines CEO & President Robert E. Jordan reported a tax-related share disposition rather than an open-market sale. On February 21, 2026, he transferred 38,742 shares of common stock at $52.09 per share to satisfy tax withholding obligations.
After this tax-withholding disposition, he held 412,867 shares of Southwest Airlines common stock directly. An additional 112,671 shares were held indirectly through a Retirement Savings Plan, with the filing noting these plan-related holdings reflect exempt transactions under that plan.
Southwest Airlines Co.'s Principal Accounting Officer, Jimmy Ryan Martinez, reported a tax-withholding disposition of 2,755 shares of common stock on February 21, 2026 at $52.09 per share. After this transaction, he directly holds 18,129 shares and indirectly holds 929 shares through a Retirement Savings Plan, with those plan holdings reflecting exempt plan transactions.
Southwest Airlines EVP Anthony Roach reported a tax-related share disposition under a Form 4. He disposed of 3,658 shares of Southwest common stock at $52.09 per share in a tax-withholding transaction, and now directly holds 43,793.543 shares, plus 79 shares held indirectly through a Retirement Savings Plan.