LUV Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for LUV. 6 published articles.
Insider Activity
Over the trailing 90-day window, insider activity in LUV has been minimal, with one open-market sale and no purchases, resulting in net insider selling of $4.5K. Director Atherton Lisa M sold $4.5K on 2026-04-08. The insider sentiment score stands at 0/100, reflecting no constructive positioning. The stock declined 11.3% over the three-month period, while institutional 13F holdings show mixed trending. The data indicates neither insider confidence nor accumulation activity during this window.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 11, 2026 | Breber Pierre Rdirector | Grant | 4,108 | — |
| May 11, 2026 | Atherton Lisa Mdirector | Grant | 4,108 | — |
| May 11, 2026 | Reynolds Christopher P.director | Grant | 4,108 | — |
| May 11, 2026 | Feinberg Sarahdirector | Grant | 4,108 | — |
| May 11, 2026 | FORNARO ROBERT Ldirector | Grant | 4,108 | — |
| May 11, 2026 | Hess David Pdirector | Grant | 4,108 | — |
| May 11, 2026 | Grissen Daviddirector | Grant | 4,108 | — |
| May 11, 2026 | Watson Patricia Adirector | Grant | 4,108 | — |
| May 11, 2026 | BROOKS DOUGLAS Hdirector | Grant | 4,108 | — |
| Apr 8, 2026 | Atherton Lisa Mdirector | Sell | 118 | $37.95 |
| Mar 24, 2026 | Doxey Tomofficer: EVP, Chief Financial Officer | Tax | 11,447 | $39.41 |
| Mar 24, 2026 | Roach Anthonyofficer: EVP Customer & Brand | Tax | 2,179 | $39.41 |
| Mar 17, 2026 | Jones Justinofficer: EVP Operations | Grant | 23,863 | — |
| Mar 17, 2026 | Watterson Andrew Mofficer: Chief Operating Officer | Grant | 35,092 | — |
| Mar 17, 2026 | Doxey Tomofficer: EVP, Chief Financial Officer | Grant | 28,199 | — |
Source: LUV SEC Form 4 filings, latest May 11, 2026. For informational purposes only — not investment advice.
Research
AAL: Can Airlines Pass Iran-Driven Fuel Spike to Summer Tickets
Airlines are raising fares and cutting forecasts as Iran conflict-driven jet fuel costs spike heading into summer 2026. United's "uncharted territory" comment and Alaska Air's confirmation that fares won't drop signal 10-20% fare increases are underway — but demand response remains uncertain. Short AAL into Q2 earnings as its leveraged balance sheet and weak pricing power leave it most exposed if summer bookings decline >8% YoY.
AALDALUALSouthwest's Fuel Warning Dwarfs Delta's $100 Per Long-Haul Flight
Southwest's fuel cost warning has been mispriced as sector-wide pain. The $100 per long-haul flight cost surge hits Delta, American and United 3-14x harder than domestic-focused Southwest and Alaska due to international route exposure. Short long-haul carriers against domestic operators targets 5-10% relative return over 90 days as Q2 earnings reveal the gap.
DALAALUALAirlines' Jet Fuel Costs Dwarf Refiners' Crack Spread Gains by 3:1 Margin
Persistent $150 crude jet fuel prices create a zero-sum margin transfer: airlines lose 8-10% operating income while refiners gain 12-15%. The market's focus on passenger surcharges misses the structural asymmetry. Long VLO/MPC paired with AAL/LUV targets +10-15% relative return over 3-6 months, breaking if jet fuel reverts to $90 by September or airlines outperform refiners by 5%+ over 120 days.
AALDALVLOAirlines and the Oil Spike: JBLU and AAL Most Exposed as Fuel Hedge Gap Widens
US airlines' lack of fuel hedges exposes them to the April 12 Hormuz blockade-driven oil spike; JBLU and AAL most vulnerable due to losses/debt, while Delta's refinery offers protection. Ranked analysis of six carriers with financials shows clear hierarchy of pain.
AALJBLUALKHormuz Blockade Could Spike Summer Airfares 25% — DAL Wins, AAL Most at Risk
Strait of Hormuz blockade spikes oil, threatening 2026 summer airfares and airline margins. Delta's refinery edge positions it best; high-debt AAL vulnerable. Expect 15-25% fare hikes but demand risks.
DALAALUALAirline M&A: DAL and UAL Lead as DOT Greenlights More Consolidation — JBLU at Risk
DOT Secretary Duffy's endorsement of more airline M&A highlights consolidation opportunities as weaker carriers falter. Delta and United lead winners with strong balance sheets and premium strategies, while JetBlue and Allegiant face risks. Ranked picks favor low-leverage majors for market share gains.
DALAALUAL
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