Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| STEPAN COSCL · Entity 4733 | Director | April 11, 2025 | April 15, 2025 |
| WINTRUST FINANCIAL CORPWTFC · Entity 3524 | FOUNDER AND SENIOR ADVISOR | August 20, 2026 | August 21, 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.
STEPAN CO
Report date April 11, 2025 · Filed April 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,449 |
Reported balance
After 2025-04-11 transaction · row 1
1 source rowRow 1 · 2025-04-11 · Exercise / conversion · Acquired 1,865 · Balance 7,449 F1: The Stock Awards became payable in shares after the director reached a certain age. |
| Stock AwardsSEC Table II · derivative / convertible security | Direct | 13,416 |
Reported balance
After 2025-04-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-04-11 · Exercise / conversion · Disposed 1,865 · Balance 13,416 F2: Each Stock Award represents the right to receive one share of issuer common stock. F3: Stock Awards are payable in shares pursuant to the director's election either following separation from service or after a specified age. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 4,453 |
Reported balance
Holding disclosure · report date 2025-04-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,453 |
Filing footnotes · ownership attribution and instrument terms
F1: The Stock Awards became payable in shares after the director reached a certain age.
F2: Each Stock Award represents the right to receive one share of issuer common stock.
F3: Stock Awards are payable in shares pursuant to the director's election either following separation from service or after a specified age.
WINTRUST FINANCIAL CORP
Report date August 20, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 169,180 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Grant · Acquired 218 · Balance 169,180 F1: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. |
| Common StockSEC Table I · non-derivative | Indirectby Spouse | 18,487 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,487 |
| Common StockSEC Table I · non-derivative | Indirectby 401(k) Plan | 8,358 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,358 |
| Depositary Shares of Series F Preferred StockSEC Table I · non-derivative | Direct | 2,382 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,382 |
| Depositary Shares of Series F Preferred StockSEC Table I · non-derivative | IndirectBy Spouse | 3,919 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 3,919 |
Filing footnotes · ownership attribution and instrument terms
F1: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units.
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 |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 21, 2026 20:24 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 218 | $152.61 | $33,268.98 |
DisclosureSEC source: 0001244290-26-000009 · wk-form4_1787343897.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,180 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| May 28, 2026 Filed May 29, 2026 20:08 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 220 | $150.69 | $33,151.80 |
DisclosureSEC source: 0001244290-26-000007 · wk-form4_1780085278.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,962 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| March 27, 2026 Filed Mar 31, 2026 20:31 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 5,929 | $132.98 | $788,438.42 |
DisclosureSEC source: 0001244290-26-000005 · wk-form4_1774989066.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,742 Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 21:05 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 263 | $153.49 | $40,367.87 |
DisclosureSEC source: 0001244290-26-000002 · wk-form4_1771880719.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,671 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| November 25, 2025 Filed Nov 28, 2025 21:10 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GiftCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001244290-25-000006 · wk-form4_1764364206.xml · nonDerivative · entry 2 WEHMER EDWARD J · CIK 0001244290 · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Indirect · by Spouse Disclosed balance after: 18,487 F1 · shares: Charitable contribution to Edandor Foundation, a charitable foundation organized exclusively for charitable, religious, educational and scientific purposes, all within the meaning of Internal Revenue Code Section 501(c)(3), including the making of distributions to organizations that qualify as exempt organizations under Internal Revenue Code Section 501(c)(3). Read SEC document |
| November 25, 2025 Filed Nov 28, 2025 21:10 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GiftCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001244290-25-000006 · wk-form4_1764364206.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,408 F1 · shares: Charitable contribution to Edandor Foundation, a charitable foundation organized exclusively for charitable, religious, educational and scientific purposes, all within the meaning of Internal Revenue Code Section 501(c)(3), including the making of distributions to organizations that qualify as exempt organizations under Internal Revenue Code Section 501(c)(3). Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 21:07 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 286 | $127.91 | $36,582.26 |
DisclosureSEC source: 0001244290-25-000004 · wk-form4_1764018445.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,908 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| August 21, 2025 Filed Aug 22, 2025 23:24 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 283 | $128.71 | $36,424.93 |
DisclosureSEC source: 0001015328-25-000192 · wk-form4_1755905090.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,622 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| July 25, 2025 Filed Jul 28, 2025 20:10 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | PurchaseDepositary Shares of Series F Preferred Stock | 3,919 | $26.35 | $103,265.65 |
DisclosureSEC source: 0001015328-25-000175 · wk-form4_1753733415.xml · nonDerivative · entry 2 WEHMER EDWARD J · CIK 0001244290 · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 3,919 F1 · security: Complete Title of Security: Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 7.875% Fixed-Rate Reset Non-Cumulative Perpetual Series F Preferred Stock, no par value ("Series F Preferred Stock"). The Series F Preferred Stock is not convertible into, or exchangeable for, shares of any other class or series of the Issuer's capital stock or other securities, and generally have no voting rights. F2 · price: The price reported is the weighted average price. The shares were purchased in multiple transactions at prices ranging from $26.30 to $26.40, 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 purchased. Read SEC document |
| July 25, 2025 Filed Jul 28, 2025 20:10 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | PurchaseDepositary Shares of Series F Preferred Stock | 2,382 | $26.35 | $62,765.70 |
DisclosureSEC source: 0001015328-25-000175 · wk-form4_1753733415.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,382 F1 · security: Complete Title of Security: Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 7.875% Fixed-Rate Reset Non-Cumulative Perpetual Series F Preferred Stock, no par value ("Series F Preferred Stock"). The Series F Preferred Stock is not convertible into, or exchangeable for, shares of any other class or series of the Issuer's capital stock or other securities, and generally have no voting rights. Read SEC document |
| July 15, 2025 Filed Jul 15, 2025 21:47 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | OtherDepositary Shares of Series E Preferred Stock | 4,138 | $25.00 | $103,450.00 |
DisclosureSEC source: 0001015328-25-000168 · wk-form4_1752616024.xml · nonDerivative · entry 2 WEHMER EDWARD J · CIK 0001244290 · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Indirect · by Spouse Disclosed balance after: 0 F1 · kind: These shares were redeemed by the issuer on July 15, 2025, in connection with the issuer's redemption of all of the issued and outstanding shares of its Series E Preferred Stock and related Depositary Shares, at a redemption price of $25.00 per Depositary Share, which redemption was pre-approved by the issuer's board of directors. Read SEC document |
| July 15, 2025 Filed Jul 15, 2025 21:47 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | OtherDepositary Shares of Series E Preferred Stock | 2,516 | $25.00 | $62,900.00 |
DisclosureSEC source: 0001015328-25-000168 · wk-form4_1752616024.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: These shares were redeemed by the issuer on July 15, 2025, in connection with the issuer's redemption of all of the issued and outstanding shares of its Series E Preferred Stock and related Depositary Shares, at a redemption price of $25.00 per Depositary Share, which redemption was pre-approved by the issuer's board of directors. Read SEC document |
| May 22, 2025 Filed May 27, 2025 20:24 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 305 | $118.71 | $36,206.55 |
DisclosureSEC source: 0001015328-25-000137 · wk-form4_1748377480.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,339 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| April 11, 2025 Filed Apr 15, 2025 20:10 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Awards · Derivative | 1,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-012072 · form4.xml · derivative · entry 3 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,416 Underlying: Common Stock · 1,865 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each Stock Award represents the right to receive one share of issuer common stock. F3 · derivative.exercise_date: Stock Awards are payable in shares pursuant to the director's election either following separation from service or after a specified age. F3 · derivative.expiration_date: Stock Awards are payable in shares pursuant to the director's election either following separation from service or after a specified age. Read SEC document |
| April 11, 2025 Filed Apr 15, 2025 20:10 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 1,865 | $48.07 | $89,650.55 |
DisclosureSEC source: 0001127602-25-012072 · form4.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,449 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. F1 · price: The Stock Awards became payable in shares after the director reached a certain age. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 20:30 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Awards · Derivative | 107 | $55.40 | $5,927.80 |
DisclosureSEC source: 0001127602-25-011419 · form4.xml · derivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,281 Underlying: Common Stock · 107 shares Expires not disclosed F1 · derivative.exercise_price: Each Stock Award represents the right to receive one share of issuer common stock. F2 · derivative.exercise_date: Stock Awards are payable in shares pursuant to the director's election either following separation from service or after a specified age. F2 · derivative.expiration_date: Stock Awards are payable in shares pursuant to the director's election either following separation from service or after a specified age. Read SEC document |
| March 27, 2025 Filed Mar 28, 2025 20:19 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 2,193 | $114.75 | $251,646.75 |
DisclosureSEC source: 0001015328-25-000097 · wk-form4_1743193137.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,034 Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 21:08 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 9,546 | $123.48 | $1,178,740.08 |
DisclosureSEC source: 0001015328-25-000083 · wk-form4_1740776904.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,227 Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 21:06 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 313 | $128.82 | $40,320.66 |
DisclosureSEC source: 0001015328-25-000070 · wk-form4_1740431211.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,773 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 21:20 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | PurchaseDepositary Shares of Series E Preferred Stock | 1,095 | $25.17 | $27,561.15 |
DisclosureSEC source: 0001015328-25-000067 · wk-form4_1738963194.xml · nonDerivative · entry 3 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Indirect · by Spouse Disclosed balance after: 4,138 Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 21:20 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | PurchaseDepositary Shares of Series E Preferred Stock | 417 | $25.18 | $10,500.06 |
DisclosureSEC source: 0001015328-25-000067 · wk-form4_1738963194.xml · nonDerivative · entry 2 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Indirect · by Spouse Disclosed balance after: 3,043 Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 21:20 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | PurchaseDepositary Shares of Series E Preferred Stock | 417 | $25.16 | $10,491.72 |
DisclosureSEC source: 0001015328-25-000067 · wk-form4_1738963194.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,516 Read SEC document |
| January 27, 2025 Filed Jan 29, 2025 21:16 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 3,965 | $131.46 | $521,238.90 |
DisclosureSEC source: 0001015328-25-000065 · wk-form4_1738185392.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,460 F1 · price: Pursuant to the Company's 2015 Stock Incentive Plan, the fair market value is the average of the highest and lowest quoted selling price on the date of the actual transaction. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:05 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 26,624 | $133.62 | $3,557,498.88 |
DisclosureSEC source: 0001015328-25-000040 · wk-form4_1738011934.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,425 F1 · shares: Includes shares of stock awarded upon attainment of performance objectives under the Company's Long Term Incentive Program. Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 21:04 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 264 | $137.08 | $36,189.12 |
DisclosureSEC source: 0001015328-24-000263 · wk-form4_1732655048.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,801 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| November 06, 2024 Filed Nov 7, 2024 21:17 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-24-000249 · wk-form4_1731014233.xml · nonDerivative · entry 2 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Indirect · by Spouse Disclosed balance after: 25,987 F1 · shares: Charitable contribution to Edandor Foundation, a charitable foundation organized exclusively for charitable, religious, educational and scientific purposes, all within the meaning of Internal Revenue Code Section 501(c)(3), including the making of distributions to organizations that qualify as exempt organizations under Internal Revenue Code Section 501(c)(3). Read SEC document |
| November 06, 2024 Filed Nov 7, 2024 21:17 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-24-000249 · wk-form4_1731014233.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,537 F1 · shares: Charitable contribution to Edandor Foundation, a charitable foundation organized exclusively for charitable, religious, educational and scientific purposes, all within the meaning of Internal Revenue Code Section 501(c)(3), including the making of distributions to organizations that qualify as exempt organizations under Internal Revenue Code Section 501(c)(3). Read SEC document |
| August 22, 2024 Filed Aug 26, 2024 21:23 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 351 | $102.85 | $36,100.35 |
DisclosureSEC source: 0001015328-24-000191 · wk-form4_1724707385.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,537 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| May 31, 2024 Filed Jun 3, 2024 20:21 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | PurchaseDepositary Shares of Series E Preferred Stock | 58 | $24.60 | $1,426.80 |
DisclosureSEC source: 0001015328-24-000154 · wk-form4_1717445972.xml · nonDerivative · entry 3 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Indirect · by Spouse Disclosed balance after: 2,626 Read SEC document |
| May 31, 2024 Filed Jun 3, 2024 20:21 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | PurchaseDepositary Shares of Series E Preferred Stock | 529 | $24.68 | $13,055.72 |
DisclosureSEC source: 0001015328-24-000154 · wk-form4_1717445972.xml · nonDerivative · entry 2 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Indirect · by Spouse Disclosed balance after: 2,568 Read SEC document |
| May 31, 2024 Filed Jun 3, 2024 20:21 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | PurchaseDepositary Shares of Series E Preferred Stock | 610 | $24.60 | $15,006.00 |
DisclosureSEC source: 0001015328-24-000154 · wk-form4_1717445972.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,099 Read SEC document |
| May 23, 2024 Filed May 24, 2024 20:11 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 372 | $96.80 | $36,009.60 |
DisclosureSEC source: 0001015328-24-000147 · wk-form4_1716581461.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND SENIOR ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,186 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| May 10, 2024 Filed May 14, 2024 21:50 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Awards · Derivative | 1,396 | $89.53 | $124,983.88 |
DisclosureSEC source: 0001127602-24-015327 · form4.xml · derivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,945 Underlying: Common Stock · 1,396 shares Expires not disclosed F1 · derivative.exercise_price: Each Stock Award represents the right to receive one share of issuer common stock. F2 · derivative.exercise_date: Stock Awards are payable in shares pursuant to the director's election either following separation from service or after a specified age. F2 · derivative.expiration_date: Stock Awards are payable in shares pursuant to the director's election either following separation from service or after a specified age. Read SEC document |
| April 09, 2024 Filed Apr 11, 2024 21:50 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Awards · Derivative | 792 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-012807 · form4.xml · derivative · entry 2 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,549 Underlying: Common Stock · 792 shares Expires not disclosed 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. F2 · derivative.exercise_price: Each Stock Award represents the right to receive one share of issuer common stock. F1 · price: On April 9, 2024, 792 of the reporting person's deferred stock awards were settled for an equal number of shares of Stepan Company common stock. F3 · derivative.exercise_date: Stock Awards are payable in shares pursuant to the director's election either following separation from service or after a specified age. F3 · derivative.expiration_date: Stock Awards are payable in shares pursuant to the director's election either following separation from service or after a specified age. F4 · balance_after: Includes exempt acquisitions under Rule 16a-11 pursuant to dividend reinvestments since the date of the reporting person's last report. Read SEC document |
| April 09, 2024 Filed Apr 11, 2024 21:50 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 792 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-24-012807 · form4.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,584 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. F1 · price: On April 9, 2024, 792 of the reporting person's deferred stock awards were settled for an equal number of shares of Stepan Company common stock. Read SEC document |
| March 27, 2024 Filed Apr 2, 2024 21:52 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 3,310 | $102.84 | $340,400.40 |
DisclosureSEC source: 0001015328-24-000132 · wk-form4_1712094735.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND EXECUTIVE CHAIR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,814 Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 21:16 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 9,500 | $99.36 | $943,920.00 |
DisclosureSEC source: 0001015328-24-000109 · wk-form4_1709759769.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND EXECUTIVE CHAIR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,124 Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:06 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 16,235 | $97.37 | $1,580,801.95 |
DisclosureSEC source: 0001015328-24-000094 · wk-form4_1709327195.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND EXECUTIVE CHAIR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 186,624 F1 · price: Pursuant to the Company's 2015 Stock Incentive Plan, the fair market value is the average of the highest and lowest quoted selling price on the relevant valuation date. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 21:07 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 408 | $96.18 | $39,241.44 |
DisclosureSEC source: 0001015328-24-000077 · wk-form4_1708981639.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND EXECUTIVE CHAIR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,859 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 23:07 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 6,132 | $98.99 | $607,006.68 |
DisclosureSEC source: 0001015328-24-000068 · wk-form4_1706742448.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND EXECUTIVE CHAIR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,451 F1 · price: Pursuant to the Company's 2015 Stock Incentive Plan, the fair market value for tax purposes is the average of the highest and lowest quoted selling price on the next preceding business dated prior to the transaction. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 22:57 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 36,272 | $98.92 | $3,588,026.24 |
DisclosureSEC source: 0001015328-24-000040 · wk-form4_1706569029.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND EXECUTIVE CHAIR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,583 F1 · shares: Represents shares of stock awarded upon attainment of performance objectives under the Company's Long Term Incentive Program. Read SEC document |
| November 24, 2023 Filed Nov 28, 2023 21:07 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 411 | $84.50 | $34,729.50 |
DisclosureSEC source: 0001015328-23-000217 · wk-form4_1701205651.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND EXECUTIVE CHAIR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,311 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| November 14, 2023 Filed Nov 15, 2023 21:06 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GiftCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-23-000206 · wk-form4_1700082372.xml · nonDerivative · entry 2 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND EXECUTIVE CHAIR 10b5-1 filing: No plan indicated Ownership: Indirect · by Spouse Disclosed balance after: 30,987 F1 · shares: Charitable contribution to Edanddor Foundation, a charitable foundation organized exclusively for charitable, religious, educational and scientific purposes, all within the meaning of Internal Revenue Code Section 501(c)(3), including the making of distributions to organizations that qualify as exempt organizations under Internal Revenue Code Section 501(c)(3). Read SEC document |
| November 14, 2023 Filed Nov 15, 2023 21:06 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GiftCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-23-000206 · wk-form4_1700082372.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND EXECUTIVE CHAIR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,900 F1 · shares: Charitable contribution to Edanddor Foundation, a charitable foundation organized exclusively for charitable, religious, educational and scientific purposes, all within the meaning of Internal Revenue Code Section 501(c)(3), including the making of distributions to organizations that qualify as exempt organizations under Internal Revenue Code Section 501(c)(3). Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 20:23 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 3,376 | $74.17 | $250,397.92 |
DisclosureSEC source: 0001628280-23-036737 · wk-form4_1699043025.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND EXECUTIVE CHAIR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,900 Read SEC document |
| August 24, 2023 Filed Aug 28, 2023 20:23 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 488 | $76.76 | $37,458.88 |
DisclosureSEC source: 0001015328-23-000168 · wk-form4_1693254213.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND EXECUTIVE CHAIR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 181,276 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| August 23, 2023 Filed Aug 24, 2023 20:05 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | PurchaseDepositary Shares of Series E Preferred Stock | 300 | $23.14 | $6,942.00 |
DisclosureSEC source: 0001015328-23-000166 · wk-form4_1692907518.xml · nonDerivative · entry 2 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND EXECUTIVE CHAIR 10b5-1 filing: No plan indicated Ownership: Indirect · by Spouse Disclosed balance after: 2,039 Read SEC document |
| August 23, 2023 Filed Aug 24, 2023 20:05 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | PurchaseDepositary Shares of Series E Preferred Stock | 300 | $23.14 | $6,942.00 |
DisclosureSEC source: 0001015328-23-000166 · wk-form4_1692907518.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND EXECUTIVE CHAIR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,489 Read SEC document |
| May 25, 2023 Filed May 30, 2023 20:08 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 573 | $64.98 | $37,233.54 |
DisclosureSEC source: 0001015328-23-000130 · wk-form4_1685477307.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND EXECUTIVE CHAIR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,788 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| May 22, 2023 Filed May 24, 2023 22:00 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-016770 · form4.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,792 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.