# Sources — Southwest Airlines Co. (LUV) §21.552 Adoption Publication

**Firm**: Southwest Airlines Co.
**Ticker**: LUV
**CIK**: 0000092380
**Subsite type**: TX-incumbent §21.552 adopter (NOT a redomiciliation)
**Build date**: 2026-05-18 · v1.0
**Project**: SMU Corporate Governance Initiative — Reincorporation Tracker

Cross-references the existing bespoke `luv_case_study.html` at the tracker root. Bluebook 21st edition.

## 1. SEC filings (LUV §21.552 adoption sequence — pending verification)

- [DATA PENDING: announcement filing (8-K disclosing board adoption of §21.552 election)]
- [DATA PENDING: DEF 14A shareholder vote materials (if shareholder vote was required for the bylaw amendment)]
- [DATA PENDING: effective-date 8-K]
- Southwest Airlines, Inc., Annual Reports on Form 10-K, multiple years (governance section for board composition, exclusive-forum framing). [DATA PENDING: pinpoint citations]
- Southwest Airlines historical filings — see https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000092380&type=&dateb=&owner=include&count=40 [VERIFY]

## 2. State corporate law

- Tex. Bus. Orgs. Code § 21.552 (West 2025 supp.) (SB 29 elective derivative-standing threshold). https://statutes.capitol.texas.gov/Docs/BO/htm/BO.21.htm. [VERIFY]
- Tex. Bus. Orgs. Code §§ 21.553, 21.554 (SB 29 implementing provisions). [VERIFY]
- Tex. Bus. Orgs. Code § 21.373 (West 2025 supp.) (SB 1057 elective shareholder-proposal threshold). [VERIFY]
- Tex. Bus. Orgs. Code § 21.4161 (jury-trial waiver). [VERIFY]
- Tex. S.B. 29, 89th Leg., R.S. (2025) (codifying derivative-standing elective threshold). [VERIFY]
- Tex. S.B. 1057, 89th Leg., R.S. (2025) (codifying shareholder-proposal elective threshold). [VERIFY]
- Tex. S.B. 27, 89th Leg., R.S. (2023) (Texas Business Court, eff. Sept. 1, 2024). [VERIFY]

## 3. Federal law

- SEC Rules 14a-9, 14a-8. [VERIFY]

## 4. Academic literature (methodology)

(Same as TSLA/DDS SOURCES.md §4 — MacKinlay, Patell, Romano-Wolf, BH, Schuirmann, ADH, Arkhangelsky, Bollerslev, Engle, Callaway-Sant'Anna. All [VERIFY] pending.)

## 5. Academic literature (corporate law)

- [DATA PENDING: pre-SB-29 Texas derivative-suit literature; Romano on charter competition; post-SB-29 commentary]

## 6. News and trade press

- [DATA PENDING: Bloomberg Law / WSJ coverage of LUV §21.552 adoption; ISS-Glass Lewis recommendations; law-firm client alerts on SB 29 elective architecture]

## 7. Primary data

- S&P Capital IQ Public Pricing — ticker LUV, daily adjusted close around §21.552 adoption-event date. [DATA PENDING]
- S&P Capital IQ Public Ownership Detailed — ticker LUV, pre-event snapshot. [DATA PENDING]
- CRSP via WRDS. [DATA PENDING]
- Ken French Data Library (FF5 + UMD). [VERIFY]
- Southwest Airlines official logo. [DATA PENDING: source from IR press kit]

## Cross-references

- Bespoke LUV case study (canonical): `../../luv_case_study.html` — the existing pre-Part-II analysis of LUV §21.552 adoption.
- LUV replication kit (existing): project memory task #22 confirms LUV replication kit was built. Migration to `firms/LUV/replication/` is a pending build blocker.

## Pending verification

- All §21.552 adoption-event timeline fields (announcement date, vote date, effective date, accession numbers)
- All event-study fields per data.json
- All coalition fields
- Texas charter / bylaw amendment text codifying the §21.552 election
- Logo SVG, OG card, replication kit migration

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**End of SOURCES.md v1.0 (LUV) — Shane Goodwin, PhD, SMU CGI, 2026-05-18.**