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 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.
Southwest Airlines Co. Chief Operating Officer Andrew M. Watterson reported a tax-related share disposition under the company’s equity plan. On February 21, 2026, 17,942 shares of common stock were withheld at $52.09 per share to cover taxes, a non‑open‑market transaction. After this, he directly owned 171,753 shares, and indirectly held 17,926 shares through the company’s Retirement Savings Plan, which reflects exempt plan transactions.
Southwest Airlines executive Lauren Tauscher Woods, EVP & CIO, reported a tax-withholding disposition of 4,585 shares of common stock on February 21, 2026. The shares were valued at $52.09 per share for this transaction.
After this Form 4 event, Woods directly held 30,110.216 shares of Southwest Airlines common stock. Her holdings include shares previously acquired through exempt transactions under the company’s employee stock purchase plan.
Elliott Investment Management filed Amendment No. 13 to its Schedule 13D on Southwest Airlines Co., reporting beneficial ownership of 45,875,000 shares of common stock, or 9.3% of the company, based on 491,317,990 shares outstanding as of February 3, 2026.
Elliott reports an aggregate cost of approximately $922,369,820 for the shares directly held by its funds and notes that positions may be maintained in margin accounts. The funds have also entered into physically settled long call options on 7,725,000 shares with a $60.00 strike and 3,475,000 shares with a $62.50 strike, expiring June 18, 2026.
The reporting person states it has reduced the Elliott Funds’ economic exposure for portfolio management purposes, but intends for them to remain significant shareholders, expressing confidence that Southwest’s ongoing strategic initiatives will lead to greater profitability, capital-allocation opportunities and shareholder value creation.