Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WINTRUST FINANCIAL CORPWTFC · Entity 3524 | EXECUTIVE VICE PRESIDENT | March 02, 2020 | March 04, 2020 |
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.
WINTRUST FINANCIAL CORP
Report date March 02, 2020 · Filed March 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,090 |
Reported balance
After 2020-03-02 transaction · row 1
1 source rowRow 1 · 2020-03-02 · Tax withholding · Disposed 879 · Balance 16,090 |
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 02, 2020 Filed Mar 4, 2020 21:28 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 879 | $53.73 | $47,228.67 |
DisclosureSEC source: 0001015328-20-000085 · wf-form4_158335728710306.xml · nonDerivative · entry 1 GLEASON LEONA A · CIK 0001501880 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,090 Read SEC document |
| January 23, 2020 Filed Jan 27, 2020 21:14 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 2,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-20-000049 · wf-form4_158015967440607.xml · nonDerivative · entry 1 GLEASON LEONA A · CIK 0001501880 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,969 F1 · price: Represents stock awarded upon attainment of performance objectives under the Company's Long Term Incentive Program. Read SEC document |
| March 04, 2019 Filed Mar 6, 2019 21:58 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 658 | $73.90 | $48,626.20 |
DisclosureSEC source: 0001015328-19-000068 · wf-form4_155190949257905.xml · nonDerivative · entry 1 GLEASON LEONA A · CIK 0001501880 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,970 Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 21:20 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 2,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-19-000044 · wf-form4_154871038617827.xml · nonDerivative · entry 1 GLEASON LEONA A · CIK 0001501880 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,628 F1 · price: Represents stock awarded upon attainment of performance objectives under the Company's Long Term Incentive Program. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:10 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 359 | $85.95 | $30,856.05 |
DisclosureSEC source: 0001015328-18-000070 · wf-form4_151976583485061.xml · nonDerivative · entry 1 GLEASON LEONA A · CIK 0001501880 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,383 Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 21:24 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 1,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-18-000040 · wf-form4_151726103528580.xml · nonDerivative · entry 1 GLEASON LEONA A · CIK 0001501880 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,742 F1 · price: Represents stock awarded upon attainment of performance objectives under the Company's Long Term Incentive Program. Read SEC document |
| November 07, 2017 Filed Nov 8, 2017 21:14 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GiftCommon Stock | 621 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-17-000220 · wf-form4_151017566438624.xml · nonDerivative · entry 1 GLEASON LEONA A · CIK 0001501880 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,706 Read SEC document |
| October 23, 2017 Filed Oct 24, 2017 20:21 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Exercise / conversionNon-Qualified Stock Opion (right to buy) · Derivative | 2,593 | $0.00 Strike: $37.85 | $0.00 |
DisclosureSEC source: 0001015328-17-000206 · wf-form4_150887646094415.xml · derivative · entry 7 GLEASON LEONA A · CIK 0001501880 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,593 shares Expires 2020-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 23, 2017 Filed Oct 24, 2017 20:21 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,062 | $0.00 Strike: $30.98 | $0.00 |
DisclosureSEC source: 0001015328-17-000206 · wf-form4_150887646094415.xml · derivative · entry 6 GLEASON LEONA A · CIK 0001501880 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,062 shares Expires 2019-01-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 23, 2017 Filed Oct 24, 2017 20:21 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,786 | $0.00 Strike: $33.28 | $0.00 |
DisclosureSEC source: 0001015328-17-000206 · wf-form4_150887646094415.xml · derivative · entry 5 GLEASON LEONA A · CIK 0001501880 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,786 shares Expires 2018-08-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 23, 2017 Filed Oct 24, 2017 20:21 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 8,441 | $80.78 | $681,863.98 |
DisclosureSEC source: 0001015328-17-000206 · wf-form4_150887646094415.xml · nonDerivative · entry 4 GLEASON LEONA A · CIK 0001501880 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,327 F1 · price: The price reported is the weighted average price. The shares were sold in multiple transactions at prices ranging from $79.90 to $81.19, inclusive. The reporting person undertakes to provide to the SEC, the issuer and any security holder full information regarding the number of shares and the prices at which the shares were sold. Read SEC document |
| October 23, 2017 Filed Oct 24, 2017 20:21 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Exercise / conversionCommon Stock | 2,593 | $37.85 | $98,145.05 |
DisclosureSEC source: 0001015328-17-000206 · wf-form4_150887646094415.xml · nonDerivative · entry 3 GLEASON LEONA A · CIK 0001501880 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,768 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 23, 2017 Filed Oct 24, 2017 20:21 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Exercise / conversionCommon Stock | 3,062 | $30.98 | $94,860.76 |
DisclosureSEC source: 0001015328-17-000206 · wf-form4_150887646094415.xml · nonDerivative · entry 2 GLEASON LEONA A · CIK 0001501880 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,175 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 23, 2017 Filed Oct 24, 2017 20:21 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Exercise / conversionCommon Stock | 2,786 | $33.28 | $92,718.08 |
DisclosureSEC source: 0001015328-17-000206 · wf-form4_150887646094415.xml · nonDerivative · entry 1 GLEASON LEONA A · CIK 0001501880 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,113 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:36 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 328 | $74.83 | $24,544.24 |
DisclosureSEC source: 0001015328-17-000076 · wf-form4_148823135503896.xml · nonDerivative · entry 1 GLEASON LEONA A · CIK 0001501880 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,327 Read SEC document |
| January 26, 2017 Filed Jan 30, 2017 21:18 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-17-000048 · wf-form4_148581107830713.xml · nonDerivative · entry 1 GLEASON LEONA A · CIK 0001501880 · EXECUTIVE VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,655 F1 · price: Represents stock awarded upon attainment of performance objectives under the Company's Long Term Incentive Program. F2 · balance_after: .Includes 1,851 shares previously purchased by the Reporting Person through the Company's ESPP Plan, which were reported as shares purchased under the ESPP Plan but which now are held in the brokerage account of the Reporting Person. 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.