Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DEERE & CODE · Entity 106 | Director | March 04, 2026 | March 05, 2026 |
| OGE ENERGY CORP.OGE · Entity 3554 | Director | December 09, 2025 | December 11, 2025 |
| SYSCO CORPSYY · Entity 2003 | Director | February 02, 2026 | February 04, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
DEERE & CO
Report date March 04, 2026 · Filed March 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $1 Par Common StockSEC Table I · non-derivative | Direct | 9,093 |
Reported balance
After 2026-03-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-04 · Grant · Acquired 293 · Balance 9,093 F1: Grant of restricted stock units under the Nonemployee Director Stock Ownership Plan of the Issuer. Units will be settled exclusively in shares. F2: Includes 9,093 restricted stock units acquired under the Nonemployee Director Stock Ownership Plan of the Issuer. Restrictions are authorized by the Board of Directors. The Plan provides for tax withholding rights. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock units under the Nonemployee Director Stock Ownership Plan of the Issuer. Units will be settled exclusively in shares.
F2: Includes 9,093 restricted stock units acquired under the Nonemployee Director Stock Ownership Plan of the Issuer. Restrictions are authorized by the Board of Directors. The Plan provides for tax withholding rights.
OGE ENERGY CORP.
Report date December 09, 2025 · Filed December 11, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Equivalent UnitsSEC Table II · derivative / convertible security | Direct | 48,869.1404 |
Reported balance
After 2025-12-09 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-12-09 · Grant · Acquired 3,889.0179 · Balance 48,869.1404 F1: Security converts to common stock on a one-for-one bases. F2: The common stock units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F3: The total includes shares acquired through the reinvestment of dividends that were exempt from reporting pursuant to Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: Security converts to common stock on a one-for-one bases.
F2: The common stock units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service.
F3: The total includes shares acquired through the reinvestment of dividends that were exempt from reporting pursuant to Rule 16a-11.
SYSCO CORP
Report date February 02, 2026 · Filed February 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,868.297 |
Reported balance
After 2026-02-02 transaction · row 1
1 source rowRow 1 · 2026-02-02 · Sale · Disposed 2,801 · Balance 12,868.297 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WINTRUST FINANCIAL CORP
Report date June 30, 2019 · Filed July 02, 2019
Section 16 reporting ended · disclosed 2019-07-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,558 |
Reported balance
After 2019-06-30 transaction · row 1
1 source rowRow 1 · 2019-06-30 · Grant · Acquired 5 · Balance 4,558 F1: Shares earned for the second quarter of 2019 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 1,500 |
Reported balance
Holding disclosure · report date 2019-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares earned for the second quarter of 2019 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 07, 2018 Filed Mar 8, 2018 17:56 UTC | DEERE & CO DE · Entity 106 | Grant$1 Par Common Stock | 925 | $0.00 | $0.00 |
DisclosureSEC source: 0000315189-18-000022 · primary_doc.xml · nonDerivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,698 F1 · security: Grant of restricted stock units under the Nonemployee Director Stock Ownership Plan of the Issuer. Units will be settled exclusively in shares. F2 · balance_after: Includes 4,698 restricted stock units acquired under the Nonemployee Director Stock Ownership Plan of the Issuer. Restrictions are authorized by the Board of Directors. The plan provides for tax withholding rights. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 21:31 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 66 | $78.31 | $5,168.46 |
DisclosureSEC source: 0001015328-18-000013 · wf-form4_151501510025887.xml · nonDerivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,302 F1 · shares: Shares earned for the fourth quarter of 2017 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 22:21 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 102 | $61.06 | $6,228.12 |
DisclosureSEC source: 0000096021-18-000016 · edgar.xml · nonDerivative · entry 2 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,610 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| December 29, 2017 Filed Jan 2, 2018 22:21 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 204 | $61.06 | $12,456.24 |
DisclosureSEC source: 0000096021-18-000016 · edgar.xml · nonDerivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,508 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 23:59 UTC | OGE ENERGY CORP. OGE · Entity 3554 | GrantStock Equiv Units · Derivative | 3,209.804 | $34.27 | $109,999.98 |
DisclosureSEC source: 0001021635-17-000113 · wf-form4_151269117950231.xml · derivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,329.91 Underlying: Com Stk · 3,209.804 shares Expires not disclosed F1 · derivative.exercise_price: Security converts to common stock on a one-for-one basis. F2 · derivative.exercise_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F2 · derivative.expiration_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F3 · balance_after: The total includes shares acquired through the reinvestment of dividends that were exempt from reporting pursuant to Rule 16a-11. Read SEC document |
| November 16, 2017 Filed Nov 17, 2017 22:18 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 2,958 | $0.00 | $0.00 |
DisclosureSEC source: 0000096021-17-000194 · edgar.xml · nonDerivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,304 F1 · shares: This grant shall vest on the first anniversary of the grant date. F2 · price: Represents restricted stock issued pursuant to the 2013 Long-Term Incentive Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| September 30, 2017 Filed Oct 2, 2017 20:44 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 67 | $76.44 | $5,121.48 |
DisclosureSEC source: 0001015328-17-000189 · wf-form4_150697703229683.xml · nonDerivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,236 F1 · shares: Shares earned for the third quarter of 2017 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| September 29, 2017 Filed Sep 29, 2017 21:08 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 115 | $54.05 | $6,215.75 |
DisclosureSEC source: 0000096021-17-000154 · edgar.xml · nonDerivative · entry 2 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346 F2 · shares: Represents company match equal to 50% of the shares described in Footnote 1. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| September 29, 2017 Filed Sep 29, 2017 21:08 UTC | SYSCO CORP SYY · Entity 2003 | GrantCommon Stock | 231 | $54.05 | $12,485.55 |
DisclosureSEC source: 0000096021-17-000154 · edgar.xml · nonDerivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231 F1 · shares: Represents shares elected to be received in lieu of a portion of non-employee director annual cash retainer fees pursuant to the Sysco Corporation 2013 Long-Term Incentive Plan. The receipt of these shares has been deferred pursuant to the 2009 Board of Directors Stock Deferral Plan. Read SEC document |
| September 26, 2017 Filed Sep 28, 2017 21:05 UTC | OGE ENERGY CORP. OGE · Entity 3554 | GrantStock Equiv Units · Derivative | 345.494 | $36.18 | $12,499.97 |
DisclosureSEC source: 0001021635-17-000086 · wf-form4_150663272239873.xml · derivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,002.938 Underlying: Com Stk · 345.494 shares Expires not disclosed F1 · derivative.exercise_price: Security converts to common stock on a one-for-one basis. F2 · derivative.exercise_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F2 · derivative.expiration_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F3 · balance_after: The total includes shares acquired through the reinvestment of dividends that were exempt from reporting pursuant to Rule 16a-11. Read SEC document |
| June 30, 2017 Filed Jul 3, 2017 20:03 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 65 | $69.12 | $4,492.80 |
DisclosureSEC source: 0001015328-17-000142 · wf-form4_149911221474520.xml · nonDerivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,169 F1 · shares: Shares earned for the second quarter of 2017 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| June 27, 2017 Filed Jun 29, 2017 21:44 UTC | OGE ENERGY CORP. OGE · Entity 3554 | GrantStock Equiv Units · Derivative | 353.007 | $35.41 | $12,499.98 |
DisclosureSEC source: 0001021635-17-000062 · wf-form4_149877264000614.xml · derivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,551.388 Underlying: Com Stk · 353.007 shares Expires not disclosed F1 · derivative.exercise_price: Security converts to common stock on a one-for-one basis. F2 · derivative.exercise_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F2 · derivative.expiration_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F3 · balance_after: The total includes shares acquired through the reinvestment of dividends that were exempt from reporting pursuant to Rule 16a-11. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 20:16 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 59 | $72.57 | $4,281.63 |
DisclosureSEC source: 0001015328-17-000097 · wf-form4_149125056328455.xml · nonDerivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,104 F1 · shares: Shares earned for the first quarter of 2017 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| March 28, 2017 Filed Mar 30, 2017 22:58 UTC | OGE ENERGY CORP. OGE · Entity 3554 | GrantStock Equiv Units · Derivative | 351.025 | $35.61 | $12,500.00 |
DisclosureSEC source: 0001021635-17-000036 · wf-form4_149091468607516.xml · derivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,093.199 Underlying: Com Stk · 351.025 shares Expires not disclosed F1 · derivative.exercise_price: Security converts to common stock on a one-for-one basis. F2 · derivative.exercise_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F2 · derivative.expiration_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F3 · balance_after: The total includes shares acquired through the reinvestment of dividends that were exempt from reporting pursuant to Rule 16a-11. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 16:58 UTC | DEERE & CO DE · Entity 106 | Grant$1 Par Common Stock | 1,303 | $0.00 | $0.00 |
DisclosureSEC source: 0000315189-17-000023 · primary_doc.xml · nonDerivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,773 F1 · shares: Grant of restricted stock units under the Nonemployee Director Stock Ownership Plan of the Issuer. Units will be settled exclusively in shares. F2 · balance_after: Includes 3,773 restricted stock units acquired under the Nonemployee Director Stock Ownership Plan of the Issuer. Restrictions are authorized by the Board of Directors. The plan provides for tax withholding rights. Read SEC document |
| January 10, 2017 Filed Jan 12, 2017 22:44 UTC | OGE ENERGY CORP. OGE · Entity 3554 | GrantStock Equiv Units · Derivative | 378.1 | $33.06 | $12,499.99 |
DisclosureSEC source: 0001021635-17-000010 · wf-form4_148426105301476.xml · derivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,636.279 Underlying: Com Stk · 378.1 shares Expires not disclosed F1 · derivative.exercise_price: Security converts to common stock on a one-for-one basis. F2 · derivative.exercise_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F2 · derivative.expiration_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 21:16 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 193 | $55.57 | $10,725.01 |
DisclosureSEC source: 0001015328-17-000013 · wf-form4_148356459481941.xml · nonDerivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,045 F1 · shares: Shares earned for the fourth quarter of 2016 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 23:03 UTC | OGE ENERGY CORP. OGE · Entity 3554 | GrantStock Equiv Units · Derivative | 3,277.153 | $32.04 | $104,999.98 |
DisclosureSEC source: 0001021635-16-000288 · wf-form4_148123821876731.xml · derivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,258.178 Underlying: Com Stk · 3,277.153 shares Expires not disclosed F1 · derivative.exercise_price: Security converts to common stock on a one-for-one basis. F2 · derivative.exercise_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F2 · derivative.expiration_date: The Common Stock Units were accrued under the Deferred Compensation Plan of OGE Energy Corp. and are to be settled 100% in cash at a specified future date or following termination of service. F3 · balance_after: The total includes shares acquired through the reinvestment of dividends that were exempt from reporting pursuant to Rule 16a-11. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 22:04 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 209 | $51.00 | $10,659.00 |
DisclosureSEC source: 0001015328-16-000399 · wf-form4_147553226578321.xml · nonDerivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,852 F1 · shares: Shares earned for the third quarter of 2016 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. Read SEC document |
| March 02, 2016 Filed Mar 3, 2016 17:46 UTC | DEERE & CO DE · Entity 106 | Grant$1 Par Common Stock | 1,479 | $0.00 | $0.00 |
DisclosureSEC source: 0000315189-16-000090 · primary_doc.xml · nonDerivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,470 F1 · shares: Grant of restricted stock units under the Nonemployee Director Stock Ownership Plan of the Issuer. Units will be settled exclusively in shares. F2 · balance_after: Includes 2,470 restricted stock units acquired under the Nonemployee Director Stock Ownership Plan of the Issuer. Restrictions are as authorized by the Board of Directors. The plan provides for tax withholding rights. Read SEC document |
| May 27, 2015 Filed May 27, 2015 16:44 UTC | DEERE & CO DE · Entity 106 | Grant$1 Par Common Stock | 991 | $0.00 | $0.00 |
DisclosureSEC source: 0000315189-15-000032 · primary_doc.xml · nonDerivative · entry 1 Talton Sheila · CIK 0001490478 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 991 F1 · security: Exempt grant of restricted stock units under the Nonemployee Director Stock Ownership Plan of the Issuer upon being elected as a new Director. Restrictions are as authorized by the Board of Directors. The plan provides for tax withholding rights. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.