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 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.
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.