Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KEMPER CorpKMPR · Entity 719 | Director | May 06, 2026 | May 08, 2026 |
| WINTRUST FINANCIAL CORPWTFC · Entity 3524 | Director | September 30, 2026 | September 30, 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.
KEMPER Corp
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,790 |
Reported balance
After 2026-05-06 transaction · row 1
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 4,730 · Balance 9,790 F1: Award of restricted stock units under the Kemper Corporation Second A&R 2023 Omnibus Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units under the Kemper Corporation Second A&R 2023 Omnibus Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement.
WINTRUST FINANCIAL CORP
Report date September 30, 2026 · Filed September 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,065 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 354 · Balance 4,065 F1: Shares earned for the third quarter of 2026 for services as a Director of the Company in accordance with the Director's Deferred Fee and Stock Plan approved by the Shareholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares earned for the third quarter of 2026 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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Sep 30, 2026 20:08 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 354 | $160.72 | $56,894.88 |
DisclosureSEC source: 0001865855-26-000016 · wk-form4_1790798928.xml · nonDerivative · entry 1 MCKINNEY SUZET M · CIK 0001865855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,065 F1 · shares: Shares earned for the third quarter of 2026 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, 2026 Filed Jul 2, 2026 20:10 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 408 | $138.94 | $56,687.52 |
DisclosureSEC source: 0001865855-26-000013 · wk-form4_1783022999.xml · nonDerivative · entry 1 MCKINNEY SUZET M · CIK 0001865855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,711 F1 · shares: Shares earned for the second quarter of 2026 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 |
| May 06, 2026 Filed May 8, 2026 20:33 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 4,730 | $32.77 | $155,002.10 |
DisclosureSEC source: 0001865855-26-000011 · wk-form4_1778272418.xml · nonDerivative · entry 1 MCKINNEY SUZET M · CIK 0001865855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,790 F1 · shares: Award of restricted stock units under the Kemper Corporation Second A&R 2023 Omnibus Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. Read SEC document |
| May 04, 2026 Filed May 6, 2026 20:21 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | SaleCommon Stock | 500 | $148.96 | $74,480.00 |
DisclosureSEC source: 0001865855-26-000009 · wk-form4_1778098911.xml · nonDerivative · entry 1 MCKINNEY SUZET M · CIK 0001865855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,303 Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 20:35 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 404 | $139.82 | $56,487.28 |
DisclosureSEC source: 0001865855-26-000007 · wk-form4_1775075727.xml · nonDerivative · entry 1 MCKINNEY SUZET M · CIK 0001865855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,803 F1 · shares: Shares earned for the first quarter of 2026 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 |
| February 06, 2026 Filed Feb 9, 2026 21:38 UTC | KEMPER Corp KMPR · Entity 719 | SaleCommon Stock | 504 | $34.66 | $17,468.64 |
DisclosureSEC source: 0001865855-26-000005 · wk-form4_1770673104.xml · nonDerivative · entry 1 MCKINNEY SUZET M · CIK 0001865855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,060 Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 21:14 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 367 | $132.44 | $48,605.48 |
DisclosureSEC source: 0001865855-26-000001 · wk-form4_1767388461.xml · nonDerivative · entry 1 MCKINNEY SUZET M · CIK 0001865855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,399 F1 · shares: Shares earned for the fourth quarter of 2025 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, 2025 Filed Sep 30, 2025 20:11 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 378 | $123.98 | $46,864.44 |
DisclosureSEC source: 0001865855-25-000005 · wk-form4_1759263090.xml · nonDerivative · entry 1 MCKINNEY SUZET M · CIK 0001865855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,032 F1 · shares: Shares earned for the third quarter of 2025 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, 2025 Filed Jul 2, 2025 20:13 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 415 | $112.46 | $46,670.90 |
DisclosureSEC source: 0001015328-25-000165 · wk-form4_1751487203.xml · nonDerivative · entry 1 MCKINNEY SUZET M · CIK 0001865855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,654 F1 · shares: Shares earned for the second quarter of 2025 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 |
| May 07, 2025 Filed May 8, 2025 20:24 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 2,435 | $61.61 | $150,020.35 |
DisclosureSEC source: 0000860748-25-000148 · wk-form4_1746735835.xml · nonDerivative · entry 1 MCKINNEY SUZET M · CIK 0001865855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,564 F1 · shares: Award of restricted stock units based on a grant date value of $150,000 under the Kemper Corporation Amended and Restated 2023 Omnibus Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 20:08 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 361 | $124.71 | $45,020.31 |
DisclosureSEC source: 0001015328-25-000118 · wk-form4_1743624472.xml · nonDerivative · entry 1 MCKINNEY SUZET M · CIK 0001865855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,239 F1 · shares: Shares earned for the first quarter of 2025 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, 2024 Filed Jan 3, 2025 21:09 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 453 | $108.53 | $49,164.09 |
DisclosureSEC source: 0001015328-25-000022 · wk-form4_1735938584.xml · nonDerivative · entry 1 MCKINNEY SUZET M · CIK 0001865855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,878 F1 · shares: Shares earned for the fourth quarter of 2024 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, 2024 Filed Oct 2, 2024 21:17 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 476 | $98.56 | $46,914.56 |
DisclosureSEC source: 0001015328-24-000220 · wk-form4_1727903824.xml · nonDerivative · entry 1 MCKINNEY SUZET M · CIK 0001865855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,425 F1 · shares: Shares earned for the third quarter of 2024 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, 2024 Filed Jul 2, 2024 20:15 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 448 | $104.39 | $46,766.72 |
DisclosureSEC source: 0001015328-24-000178 · wk-form4_1719951348.xml · nonDerivative · entry 1 MCKINNEY SUZET M · CIK 0001865855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 949 F1 · shares: Shares earned for the second quarter of 2024 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 |
| May 01, 2024 Filed May 2, 2024 20:12 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 2,565 | $0.00 | $0.00 |
DisclosureSEC source: 0000860748-24-000157 · wk-form4_1714680733.xml · nonDerivative · entry 1 MCKINNEY SUZET M · CIK 0001865855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,129 F1 · shares: Award of restricted stock units based on a grant date value of $150,000 under the Amended and Restated Kemper Corporation 2023 Omnibus Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 21:50 UTC | WINTRUST FINANCIAL CORP WTFC · Entity 3524 | GrantCommon Stock | 501 | $92.75 | $46,467.75 |
DisclosureSEC source: 0001015328-24-000126 · wk-form4_1712094648.xml · nonDerivative · entry 1 MCKINNEY SUZET M · CIK 0001865855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 501 F1 · shares: Shares earned for the first quarter of 2024 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 |
| February 07, 2024 Filed Feb 8, 2024 21:49 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0000860748-24-000081 · wk-form4_1707428981.xml · nonDerivative · entry 1 MCKINNEY SUZET M · CIK 0001865855 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 564 F1 · shares: Award of restricted stock units based on a grant date value of $32,500 under the Kemper Corporation 2023 Omnibus Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. 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.