Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
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 | 10,991 |
Reported balance
After 2019-06-30 transaction · row 1
1 source rowRow 1 · 2019-06-30 · Grant · Acquired 380 · Balance 10,991 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 | 4,132 |
Reported balance
Holding disclosure · report date 2019-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,132 |
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 |
|---|---|---|---|---|---|---|
| June 30, 2019 Filed Jul 2, 2019 20:17 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 380 | $67.33 | $25,585.40 |
DisclosureSEC source: 0001015328-19-000127 · wf-form4_156209864066207.xml · nonDerivative · entry 1 FRANCIS ZED S III · CIK 0001642690 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,991 F1 · shares: 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. Read SEC document |
| March 31, 2019 Filed Apr 2, 2019 20:15 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 556 | $66.49 | $36,968.44 |
DisclosureSEC source: 0001015328-19-000084 · wf-form4_155423611492161.xml · nonDerivative · entry 1 FRANCIS ZED S III · CIK 0001642690 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,611 F1 · shares: Shares earned for the first 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. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:23 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 320 | $84.94 | $27,180.80 |
DisclosureSEC source: 0001015328-19-000014 · wf-form4_154655058263862.xml · nonDerivative · entry 1 FRANCIS ZED S III · CIK 0001642690 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,055 F1 · shares: Shares earned for the fourth quarter of 2018 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 30, 2018 Filed Oct 1, 2018 20:17 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 289 | $87.05 | $25,157.45 |
DisclosureSEC source: 0001015328-18-000188 · wf-form4_153842501769589.xml · nonDerivative · entry 1 FRANCIS ZED S III · CIK 0001642690 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,735 F1 · shares: Shares earned for the third quarter of 2018 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 30, 2018 Filed Jul 3, 2018 20:22 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 291 | $86.05 | $25,040.55 |
DisclosureSEC source: 0001015328-18-000148 · wf-form4_153064935330408.xml · nonDerivative · entry 1 FRANCIS ZED S III · CIK 0001642690 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,446 F1 · shares: Shares earned for the second quarter of 2018 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 31, 2018 Filed Apr 3, 2018 21:06 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 328 | $82.37 | $27,017.36 |
DisclosureSEC source: 0001015328-18-000094 · wf-form4_152278960463015.xml · nonDerivative · entry 1 FRANCIS ZED S III · CIK 0001642690 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,155 F1 · shares: Shares earned for the first quarter of 2018 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 31, 2017 Filed Jan 3, 2018 21:33 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 372 | $78.31 | $29,131.32 |
DisclosureSEC source: 0001015328-18-000017 · wf-form4_151501517488568.xml · nonDerivative · entry 1 FRANCIS ZED S III · CIK 0001642690 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,827 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 |
| September 30, 2017 Filed Oct 2, 2017 20:42 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 328 | $76.44 | $25,072.32 |
DisclosureSEC source: 0001015328-17-000186 · wf-form4_150697696381493.xml · nonDerivative · entry 1 FRANCIS ZED S III · CIK 0001642690 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,455 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 |
| June 30, 2017 Filed Jul 3, 2017 20:05 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 362 | $69.12 | $25,021.44 |
DisclosureSEC source: 0001015328-17-000147 · wf-form4_149911231171917.xml · nonDerivative · entry 1 FRANCIS ZED S III · CIK 0001642690 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,127 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 |
| March 31, 2017 Filed Apr 3, 2017 20:16 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 372 | $72.57 | $26,996.04 |
DisclosureSEC source: 0001015328-17-000096 · wf-form4_149125054465612.xml · nonDerivative · entry 1 FRANCIS ZED S III · CIK 0001642690 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,765 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 |
| December 31, 2016 Filed Jan 4, 2017 21:18 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 489 | $55.57 | $27,173.73 |
DisclosureSEC source: 0001015328-17-000020 · wf-form4_148356471777599.xml · nonDerivative · entry 1 FRANCIS ZED S III · CIK 0001642690 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,393 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 |
| September 30, 2016 Filed Oct 3, 2016 22:05 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 493 | $51.00 | $25,143.00 |
DisclosureSEC source: 0001015328-16-000403 · wf-form4_147553233001313.xml · nonDerivative · entry 1 FRANCIS ZED S III · CIK 0001642690 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,904 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.