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 |
|---|---|---|---|---|---|---|
| May 11, 2023 Filed May 15, 2023 21:40 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-015590 · form4.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,792 F1 · balance_after: Includes 3,449 shares held in a trust of which the reporting person is the trustee and the reporting person's spouse is the beneficiary. Read SEC document |
| April 25, 2023 Filed Apr 27, 2023 16:43 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Awards · Derivative | 1,325 | $94.32 | $124,974.00 |
DisclosureSEC source: 0001127602-23-013628 · form4.xml · derivative · entry 2 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,102 Underlying: Common Stock · 1,325 shares Expires not disclosed F3 · derivative.exercise_price: Each Stock Award represents the right to receive one share of issuer common stock. F4 · 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. F4 · 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. F1 · balance_after: Since the date of the reporting person's last ownership report, 1,143 of the reporting person's deferred stock awards were settled for an equal number of shares of Stepan Company common stock. F5 · 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 |
| March 03, 2023 Filed Mar 7, 2023 21:39 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 11,008 | $90.85 | $1,000,076.80 |
DisclosureSEC source: 0001015328-23-000082 · wf-form4_167822512844728.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,215 Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:32 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 405 | $91.53 | $37,069.65 |
DisclosureSEC source: 0001015328-23-000064 · wf-form4_167753353994829.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,223 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| January 26, 2023 Filed Jan 31, 2023 00:55 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 22,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-23-000052 · wf-form4_167512649693515.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,818 F1 · shares: Represents stock awarded upon attainment of performance objectives under the Company's Long Term Incentive Program. Read SEC document |
| November 30, 2022 Filed Dec 1, 2022 21:57 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-22-000188 · wf-form4_166993185307031.xml · nonDerivative · entry 2 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 36,987 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 30, 2022 Filed Dec 1, 2022 21:57 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-22-000188 · wf-form4_166993185307031.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,123 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 30, 2022 Filed Dec 2, 2022 19:18 UTC | STEPAN CO SCL · Entity 4733 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-026711 · form4.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,149 F1 · balance_after: Includes 3,700 shares held in a trust of which the reporting person is the trustee and the reporting person's spouse is the beneficiary. Read SEC document |
| November 25, 2022 Filed Nov 28, 2022 21:45 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 350 | $89.77 | $31,419.50 |
DisclosureSEC source: 0001015328-22-000185 · wf-form4_166967184776494.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,123 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| August 25, 2022 Filed Aug 26, 2022 21:22 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 356 | $87.92 | $31,299.52 |
DisclosureSEC source: 0001015328-22-000144 · wf-form4_166154891374306.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,773 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| May 26, 2022 Filed May 27, 2022 20:11 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 360 | $86.58 | $31,168.80 |
DisclosureSEC source: 0001015328-22-000102 · wf-form4_165368223521676.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,417 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| April 26, 2022 Filed Apr 28, 2022 11:30 UTC | STEPAN CO SCL · Entity 4733 | GrantCommon Stock | 1,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012622 · form4.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,149 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:58 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 327 | $94.99 | $31,061.73 |
DisclosureSEC source: 0001015328-22-000060 · wf-form4_164608540215389.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,057 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 21:11 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 11,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-22-000043 · wf-form4_164366349593213.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,730 F1 · shares: Restricted stock units awarded under the Company's 2015 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of the Company common stock and vests on the third anniversary of the date of grant. Read SEC document |
| November 26, 2021 Filed Nov 30, 2021 21:09 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 309 | $91.06 | $28,137.54 |
DisclosureSEC source: 0001015328-21-000197 · wf-form4_163830653574502.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,895 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| August 19, 2021 Filed Aug 23, 2021 20:09 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 393 | $71.41 | $28,064.13 |
DisclosureSEC source: 0001015328-21-000156 · wf-form4_162974934376838.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,586 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| August 11, 2021 Filed Aug 12, 2021 20:10 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 2,714 | $75.10 | $203,821.40 |
DisclosureSEC source: 0001015328-21-000152 · wf-form4_162879900224291.xml · nonDerivative · entry 2 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 41,987 Read SEC document |
| August 11, 2021 Filed Aug 12, 2021 20:10 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 2,714 | $75.19 | $204,065.66 |
DisclosureSEC source: 0001015328-21-000152 · wf-form4_162879900224291.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,193 Read SEC document |
| May 20, 2021 Filed May 24, 2021 20:16 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 365 | $76.58 | $27,951.70 |
DisclosureSEC source: 0001015328-21-000114 · wf-form4_162188735776049.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,907 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| May 04, 2021 Filed May 5, 2021 20:06 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 2,500 | $78.22 | $195,550.00 |
DisclosureSEC source: 0001015328-21-000105 · wf-form4_162024517166893.xml · nonDerivative · entry 2 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 44,701 Read SEC document |
| May 04, 2021 Filed May 5, 2021 20:06 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 2,500 | $78.22 | $195,550.00 |
DisclosureSEC source: 0001015328-21-000105 · wf-form4_162024517166893.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,542 Read SEC document |
| May 04, 2021 Filed May 6, 2021 17:55 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 500 | $134.30 | $67,150.40 |
DisclosureSEC source: 0001127602-21-015659 · form4.xml · nonDerivative · entry 2 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,900 F2 · balance_after: Includes 4,700 shares held in a trust of which the reporting person is the trustee and the reporting person's spouse is the beneficiary. Read SEC document |
| May 04, 2021 Filed May 6, 2021 17:55 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 500 | $134.27 | $67,135.05 |
DisclosureSEC source: 0001127602-21-015659 · form4.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 4,453 F1 · balance_after: Represents shares held by the reporting person's spouse and includes 3,253 shares held by a trust of which the reporting person's spouse is the trustee and the reporting person is the beneficiary. Read SEC document |
| April 27, 2021 Filed Apr 28, 2021 20:10 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Awards · Derivative | 760 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014575 · form4.xml · derivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,574 Underlying: Common Stock · 760 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 01, 2021 Filed Apr 2, 2021 21:12 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Awards · Derivative | 30 | $127.11 | $3,813.30 |
DisclosureSEC source: 0001127602-21-012739 · form4.xml · derivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,814 Underlying: Common Stock · 30 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 |
| February 25, 2021 Filed Mar 1, 2021 21:14 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 361 | $76.95 | $27,778.95 |
DisclosureSEC source: 0001015328-21-000061 · wf-form4_161463327262892.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,042 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| January 28, 2021 Filed Feb 1, 2021 21:08 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 16,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-21-000050 · wf-form4_161221367880007.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,681 F1 · shares: Restricted stock units awarded under the Company's 2015 Stock Incentive Plan. Each restricted stock unit represents a contingent right to receive one share of Company common stock and vests on the third anniversary of the date of grant. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 21:13 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Awards · Derivative | 33 | $119.32 | $3,937.56 |
DisclosureSEC source: 0001127602-21-000492 · form4.xml · derivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,784 Underlying: Common Stock · 33 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 |
| November 27, 2020 Filed Dec 1, 2020 21:09 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 435 | $57.55 | $25,034.25 |
DisclosureSEC source: 0001015328-20-000212 · wf-form4_160685697020175.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,559 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| November 24, 2020 Filed Nov 25, 2020 21:13 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 14,173 | $0.00 Strike: $40.87 | $0.00 |
DisclosureSEC source: 0001015328-20-000208 · wf-form4_160633880687445.xml · derivative · entry 7 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,173 shares Expires 2023-01-28 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 |
| November 24, 2020 Filed Nov 25, 2020 21:13 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 14,173 | $59.31 | $840,600.63 |
DisclosureSEC source: 0001015328-20-000208 · wf-form4_160633880687445.xml · nonDerivative · entry 2 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,124 F1 · price: The price reported is the weighted average price. The shares were sold in multiple transactions at prices ranging from $59.25 to $59.71, 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 |
| November 24, 2020 Filed Nov 25, 2020 21:13 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Exercise / conversionCommon Stock | 14,173 | $40.87 | $579,250.51 |
DisclosureSEC source: 0001015328-20-000208 · wf-form4_160633880687445.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,297 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 |
| November 10, 2020 Filed Nov 10, 2020 21:28 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $46.86 | $0.00 |
DisclosureSEC source: 0001015328-20-000205 · wf-form4_160504370659940.xml · derivative · entry 7 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2021-01-23 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 |
| November 10, 2020 Filed Nov 10, 2020 21:28 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 15,000 | $53.14 | $797,100.00 |
DisclosureSEC source: 0001015328-20-000205 · wf-form4_160504370659940.xml · nonDerivative · entry 2 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,124 F1 · price: The price reported is the weighted average price. The shares were sold in multiple transactions at prices ranging from $53.00 to $53.28, 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 |
| November 10, 2020 Filed Nov 10, 2020 21:28 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Exercise / conversionCommon Stock | 15,000 | $46.86 | $702,900.00 |
DisclosureSEC source: 0001015328-20-000205 · wf-form4_160504370659940.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,124 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 01, 2020 Filed Oct 2, 2020 15:06 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Awards · Derivative | 32 | $109.00 | $3,488.00 |
DisclosureSEC source: 0001127602-20-026107 · form4.xml · derivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,751 Underlying: Common Stock · 32 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 |
| August 31, 2020 Filed Sep 2, 2020 20:07 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | PurchaseDepositary Shares of Series E Preferred Stock | 1,177 | $26.55 | $31,249.35 |
DisclosureSEC source: 0001015328-20-000171 · wf-form4_159907721937299.xml · nonDerivative · entry 6 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 1,739 F1 · security: Complete Title of Security: Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 6.875% Fixed-Rate Reset Non-Cumulative Perpetual Series E Preferred Stock, no par value ("Series E Preferred Stock"). The Series E 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 |
| August 31, 2020 Filed Sep 2, 2020 20:07 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | PurchaseDepositary Shares of Series E Preferred Stock | 562 | $26.57 | $14,932.34 |
DisclosureSEC source: 0001015328-20-000171 · wf-form4_159907721937299.xml · nonDerivative · entry 5 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Indirect · by Spouse Disclosed balance after: 562 F1 · security: Complete Title of Security: Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 6.875% Fixed-Rate Reset Non-Cumulative Perpetual Series E Preferred Stock, no par value ("Series E Preferred Stock"). The Series E 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 |
| August 31, 2020 Filed Sep 2, 2020 20:07 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | PurchaseDepositary Shares of Series E Preferred Stock | 1,189 | $26.57 | $31,591.73 |
DisclosureSEC source: 0001015328-20-000171 · wf-form4_159907721937299.xml · nonDerivative · entry 4 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,189 F1 · security: Complete Title of Security: Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 6.875% Fixed-Rate Reset Non-Cumulative Perpetual Series E Preferred Stock, no par value ("Series E Preferred Stock"). The Series E 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 |
| August 20, 2020 Filed Aug 24, 2020 20:07 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 578 | $43.11 | $24,917.58 |
DisclosureSEC source: 0001015328-20-000168 · wf-form4_159829962080980.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,124 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| July 01, 2020 Filed Jul 6, 2020 17:22 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Awards · Derivative | 36 | $97.10 | $3,495.60 |
DisclosureSEC source: 0001127602-20-021115 · form4.xml · derivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,719 Underlying: Common Stock · 36 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 |
| May 21, 2020 Filed May 26, 2020 20:13 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 636 | $38.77 | $24,657.72 |
DisclosureSEC source: 0001015328-20-000124 · wf-form4_159052401291710.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,546 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| May 08, 2020 Filed May 11, 2020 17:51 UTC | STEPAN CO SCL · Entity 4733 | SaleCommon Stock | 1,183 | $93.43 | $110,527.69 |
DisclosureSEC source: 0001127602-20-016022 · form4.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,400 F1 · balance_after: Includes 5,200 shares held in a trust of which the reporting person is the trustee and the reporting person's spouse is the beneficiary. Read SEC document |
| April 21, 2020 Filed Apr 23, 2020 20:43 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Awards · Derivative | 1,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014350 · form4.xml · derivative · entry 4 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,866 Underlying: Common Stock · 1,103 shares Expires not disclosed F4 · derivative.exercise_price: Each Stock Award represents the right to receive one share of issuer Common Stock. F5 · 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. F5 · 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 21, 2020 Filed Apr 23, 2020 20:43 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionStock Awards · Derivative | 1,183 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-014350 · form4.xml · derivative · entry 3 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,683 Underlying: Common Stock · 1,183 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. F4 · derivative.exercise_price: Each Stock Award represents the right to receive one share of issuer Common Stock. F1 · price: The Stock Awards became payable in shares after the director reached a certain age. F5 · 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. F5 · 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 21, 2020 Filed Apr 23, 2020 20:43 UTC | STEPAN CO SCL · Entity 4733 | Exercise / conversionCommon Stock | 1,183 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-20-014350 · form4.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,583 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. F2 · balance_after: Includes 5,200 shares held in a trust of which the reporting person is the trustee and the reporting person's spouse is the beneficiary. Read SEC document |
| April 01, 2020 Filed Apr 2, 2020 14:53 UTC | STEPAN CO SCL · Entity 4733 | GrantStock Awards · Derivative | 39 | $88.46 | $3,449.94 |
DisclosureSEC source: 0001127602-20-012541 · form4.xml · derivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,763 Underlying: Common Stock · 39 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 02, 2020 Filed Mar 4, 2020 21:26 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | Tax withholdingCommon Stock | 7,099 | $53.73 | $381,429.27 |
DisclosureSEC source: 0001015328-20-000079 · wf-form4_158335715316542.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,910 Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 21:20 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 377 | $65.10 | $24,542.70 |
DisclosureSEC source: 0001015328-20-000063 · wf-form4_158257918508738.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · FOUNDER AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,009 F1 · shares: Dividends awarded in shares pursuant to the terms of previously granted restricted stock units. Read SEC document |
| January 23, 2020 Filed Jan 27, 2020 21:17 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 17,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001015328-20-000055 · wf-form4_158015984984018.xml · nonDerivative · entry 1 WEHMER EDWARD J · CIK 0001244290 · Director · PRESIDENT AND CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,632 F1 · price: Represents stock awarded upon attainment of performance objectives under the Company's Long Term Incentive Program. 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.